Institutional Ownership Citigroup Inc (C)
This table provides information about the institutional ownership of Citigroup Inc (C). We have compiled data on the 2,411 institutions that hold shares in the stock, with a total of 1.42 Billion shares, which have been reported (via 13F filing form) to have a value of $136 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Valued Wealth Advisors LLC
Holladay, UT |
Aug 06, 2025 Q2 2025 |
223
shares
|
$21,350
0.01% of portfolio
|
Q2 2025
Reduced 25.17%
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
Aug 12, 2025 Q2 2025 |
212
shares
|
$20,296
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
209
shares
|
$20,009
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Jul 28, 2025 Q2 2025 |
202
shares
|
$19,339
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
201
shares
|
$19,243
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
10 Elms LLP
Tulsa, OK |
Aug 14, 2025 Q2 2025 |
201
shares
|
$19,243
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
200
shares
|
$19,148
0.01% of portfolio
|
Q3 2021
New holding
|
|
|
Lavaca Capital LLC
Houston, TX |
Aug 14, 2025 Q2 2025 |
200
shares
|
$19,148
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
195
shares
|
$18,669
0.0% of portfolio
|
Q2 2025
Added 37.32%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Aug 05, 2025 Q2 2025 |
195
shares
|
$18,669
0.01% of portfolio
|
Q2 2025
Reduced 27.78%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
194
shares
|
$18,573
0.0% of portfolio
|
Q3 2022
Reduced 27.07%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Aug 13, 2025 Q2 2025 |
187
shares
|
$17,903
0.0% of portfolio
|
Q2 2025
Reduced 56.81%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Aug 07, 2025 Q2 2025 |
185
shares
|
$17,711
0.0% of portfolio
|
Q2 2025
Added 29.37%
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
183
shares
|
$17,520
0.0% of portfolio
|
Q2 2025
Reduced 62.5%
|
|
|
Core First Bank & Trust
Topeka, KS |
Aug 13, 2025 Q2 2025 |
182
shares
|
$17,424
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Maseco LLP
London, |
Jul 15, 2025 Q2 2025 |
180
shares
|
$17,233
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Jul 21, 2025 Q2 2025 |
179
shares
|
$17,137
0.01% of portfolio
|
Q4 2023
Reduced 93.6%
|
|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
177
shares
|
$16,945
0.0% of portfolio
|
Q1 2025
Reduced 22.03%
|
|
|
Washington Trust Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
175
shares
|
$16,754
0.0% of portfolio
|
Q1 2025
Reduced 93.33%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jul 25, 2025 Q2 2025 |
174
shares
|
$16,658
0.0% of portfolio
|
Q2 2025
Added 9.43%
|
|
|
New Millennium Group LLC
Sandy, UT |
Aug 05, 2025 Q2 2025 |
167
shares
|
$15,988
0.01% of portfolio
|
Q4 2024
Added 695.24%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
167
shares
|
$15,988
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
166
shares
|
$15,892
0.0% of portfolio
|
Q2 2025
Reduced 1.19%
|
|
|
Darwin Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
161
shares
|
$15,414
0.0% of portfolio
|
Q1 2025
Added 12.42%
|
|
|
Morse Asset Management, Inc
Darien, CT |
Aug 15, 2025 Q2 2025 |
157
shares
|
$15,031
0.0% of portfolio
|
Q2 2025
New holding
|