Institutional Ownership Citigroup Inc (C)
This table provides information about the institutional ownership of Citigroup Inc (C). We have compiled data on the 2,335 institutions that hold shares in the stock, with a total of 1.4 Billion shares, which have been reported (via 13F filing form) to have a value of $120 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
May 07, 2025 Q1 2025 |
100
shares
|
$8,579
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
Jul 08, 2025 Q2 2025 |
100
shares
|
$8,579
0.0% of portfolio
|
Q1 2025
Reduced 94.68%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
May 02, 2025 Q1 2025 |
100
shares
|
$8,579
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
May 09, 2025 Q1 2025 |
100
shares
|
$8,579
0.0% of portfolio
|
Q1 2025
Reduced 41.52%
|
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
May 14, 2025 Q1 2025 |
100
shares
|
$8,579
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jun 10, 2025 Q1 2025 |
98
shares
|
$8,407
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tradewinds Capital Management, LLC
|
Apr 25, 2025 Q1 2025 |
95
shares
|
$8,150
0.0% of portfolio
|
Q4 2024
Reduced 51.28%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
95
shares
|
$8,150
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
95
shares
|
$8,150
0.01% of portfolio
|
Q1 2025
Added 90.0%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
May 15, 2025 Q1 2025 |
95
shares
|
$8,150
0.0% of portfolio
|
Q1 2025
Added 150.0%
|
|
|
Morton Brown Family Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
89
shares
|
$7,635
0.0% of portfolio
|
Q1 2025
Added 345.0%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Apr 23, 2025 Q1 2025 |
86
shares
|
$7,377
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
May 13, 2025 Q1 2025 |
83
shares
|
$7,120
0.0% of portfolio
|
Q4 2024
Added 93.02%
|
|
|
Coastline Trust CO
|
Apr 28, 2025 Q1 2025 |
82
shares
|
$7,034
0.0% of portfolio
|
Q1 2025
Reduced 55.91%
|
|
|
Iron Horse Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
80
shares
|
$6,863
0.0% of portfolio
|
Q1 2023
Reduced 27.27%
|
|
|
Curat Global, LLC
Springfield, NH |
Apr 11, 2025 Q1 2025 |
77
shares
|
$6,605
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
75
shares
|
$6,434
0.0% of portfolio
|
Q3 2023
Reduced 26.47%
|
|
|
First United Bank & Trust
|
Apr 15, 2025 Q1 2025 |
74
shares
|
$6,348
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
74
shares
|
$6,348
0.0% of portfolio
|
Q2 2024
Added 311.11%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
73
shares
|
$6,262
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
May 05, 2025 Q1 2025 |
70
shares
|
$6,005
0.0% of portfolio
|
Q1 2025
Added 4.48%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
69
shares
|
$5,919
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
69
shares
|
$5,919
0.0% of portfolio
|
Q2 2024
Reduced 43.44%
|
|
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
May 14, 2025 Q1 2025 |
69
shares
|
$5,919
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Carolina Wealth Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
67
shares
|
$5,747
0.0% of portfolio
|
Q3 2024
New holding
|