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 |
|---|---|---|---|---|---|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
39
shares
|
$3,345
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Jdm Financial Group LLC
Encino, CA |
May 14, 2025 Q1 2025 |
38
shares
|
$3,260
0.0% of portfolio
|
Q1 2025
Reduced 44.12%
|
|
|
Bfsg, LLC
|
Apr 17, 2025 Q1 2025 |
36
shares
|
$3,088
0.0% of portfolio
|
Q3 2024
Reduced 28.0%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Apr 22, 2025 Q1 2025 |
35
shares
|
$3,002
0.0% of portfolio
|
Q1 2024
Reduced 37.5%
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Jun 04, 2025 Q1 2025 |
30
shares
|
$2,573
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
30
shares
|
$2,573
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Apr 16, 2025 Q1 2025 |
30
shares
|
$2,573
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Graney & King, LLC
Latham, NY |
May 14, 2025 Q1 2025 |
30
shares
|
$2,573
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
May 12, 2025 Q1 2025 |
30
shares
|
$2,573
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Prairie View Partners, LLC
|
May 09, 2025 Q1 2025 |
29
shares
|
$2,487
0.0% of portfolio
|
Q3 2022
Reduced 19.44%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Apr 11, 2025 Q1 2025 |
29
shares
|
$2,487
0.0% of portfolio
|
Q1 2025
Reduced 39.58%
|
|
|
S&T Bank
Indiana, PA |
May 15, 2025 Q1 2025 |
26
shares
|
$2,230
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
24
shares
|
$2,058
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
24
shares
|
$2,058
0.0% of portfolio
|
Q3 2024
Reduced 82.73%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
May 14, 2025 Q1 2025 |
23
shares
|
$1,973
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
23
shares
|
$1,973
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Apr 23, 2025 Q1 2025 |
22
shares
|
$1,887
0.0% of portfolio
|
Q1 2025
Reduced 98.65%
|
|
|
Bare Financial Services, Inc
Gap, PA |
May 12, 2025 Q1 2025 |
21
shares
|
$1,801
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Apr 16, 2025 Q1 2025 |
21
shares
|
$1,801
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cedar Mountain Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
20
shares
|
$1,715
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
20
shares
|
$1,715
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Bay Harbor Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
20
shares
|
$1,715
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Apr 23, 2025 Q1 2025 |
20
shares
|
$1,715
0.0% of portfolio
|
Q3 2024
Reduced 4.76%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
20
shares
|
$1,715
0.0% of portfolio
|
Q3 2024
Added 300.0%
|
|
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
May 07, 2025 Q1 2025 |
20
shares
|
$1,715
0.0% of portfolio
|
Q4 2024
New holding
|