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 |
---|---|---|---|---|---|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Apr 21, 2025 Q1 2025 |
65
shares
|
$5,576
0.0% of portfolio
|
Q4 2023
Reduced 15.58%
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
62
shares
|
$5,318
0.0% of portfolio
|
Q2 2023
Reduced 32.61%
|
|
Kiker Wealth Management, LLC
Jasper, GA |
May 15, 2025 Q1 2025 |
60
shares
|
$5,147
0.0% of portfolio
|
Q1 2025
New holding
|
|
Livelsberger Financial Advisory
Ashland, OH |
Jul 08, 2025 Q2 2025 |
59
shares
|
$5,061
0.1% of portfolio
|
Q2 2025
New holding
|
|
West End Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
56
shares
|
$4,804
0.0% of portfolio
|
Q1 2025
Added 194.74%
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
May 16, 2025 Q1 2025 |
56
shares
|
$4,804
0.0% of portfolio
|
Q3 2024
Added 1.82%
|
|
Hopwood Financial Services, Inc.
Reston, VA |
May 08, 2025 Q1 2025 |
56
shares
|
$4,804
0.0% of portfolio
|
Q1 2025
New holding
|
|
Albion Financial Group
|
Apr 25, 2025 Q1 2025 |
54
shares
|
$4,632
0.0% of portfolio
|
Q1 2024
Reduced 72.45%
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
54
shares
|
$4,632
0.0% of portfolio
|
Q2 2023
New holding
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
50
shares
|
$4,289
0.0% of portfolio
|
Q2 2024
Reduced 52.83%
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
50
shares
|
$4,289
0.0% of portfolio
|
Q2 2024
Reduced 62.12%
|
|
Mechanics Financial Corp
|
May 02, 2025 Q1 2025 |
50
shares
|
$4,289
0.0% of portfolio
|
Q3 2024
Reduced 23.08%
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
50
shares
|
$4,289
0.0% of portfolio
|
Q1 2022
Reduced 83.33%
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
50
shares
|
$4,289
0.0% of portfolio
|
Q1 2025
Reduced 45.05%
|
|
Rogco, LP
Claremore, OK |
Apr 30, 2025 Q1 2025 |
50
shares
|
$4,289
0.0% of portfolio
|
Q1 2025
Reduced 78.81%
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
50
shares
|
$4,289
0.0% of portfolio
|
Q2 2024
Reduced 37.5%
|
|
Contravisory Investment Management, Inc.
|
Jul 10, 2025 Q2 2025 |
49
shares
|
$4,203
0.0% of portfolio
|
Q1 2025
Added 512.5%
|
|
Fsa Wealth Management LLC
Needham, MA |
May 15, 2025 Q1 2025 |
47
shares
|
$4,032
0.0% of portfolio
|
Q4 2023
New holding
|
|
Wealth Collab, LLC
Bellevue, WA |
May 14, 2025 Q1 2025 |
46
shares
|
$3,946
0.0% of portfolio
|
Q4 2023
New holding
|
|
Pfg Private Wealth Management, LLC
|
May 13, 2025 Q1 2025 |
44
shares
|
$3,774
0.0% of portfolio
|
Q1 2024
Reduced 35.29%
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Jul 09, 2025 Q2 2025 |
44
shares
|
$3,774
0.0% of portfolio
|
Q1 2025
New holding
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 22, 2025 Q1 2025 |
43
shares
|
$3,688
0.0% of portfolio
|
Q1 2025
Added 19.44%
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Apr 17, 2025 Q1 2025 |
42
shares
|
$3,603
0.17% of portfolio
|
Q1 2025
Reduced 28.81%
|
|
Ross\Johnson & Associates LLC
Plymouth, MN |
May 16, 2025 Q1 2025 |
42
shares
|
$3,603
0.05% of portfolio
|
Q1 2025
New holding
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
40
shares
|
$3,431
0.0% of portfolio
|
Q2 2021
Reduced 65.22%
|