Institutional Ownership Citigroup Inc (C)
This table provides information about the institutional ownership of Citigroup Inc (C). We have compiled data on the 2,344 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 $131 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
50
shares
|
$4,700
0.0% of portfolio
|
Q2 2024
Reduced 52.83%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
50
shares
|
$4,700
0.0% of portfolio
|
Q2 2024
Reduced 62.12%
|
|
|
Mechanics Financial Corp
|
Jul 21, 2025 Q2 2025 |
50
shares
|
$4,700
0.0% of portfolio
|
Q3 2024
Reduced 23.08%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
50
shares
|
$4,700
0.0% of portfolio
|
Q1 2022
Reduced 83.33%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
50
shares
|
$4,700
0.0% of portfolio
|
Q1 2025
Reduced 45.05%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
50
shares
|
$4,700
0.0% of portfolio
|
Q2 2024
Reduced 37.5%
|
|
|
Contravisory Investment Management, Inc.
|
Jul 10, 2025 Q2 2025 |
49
shares
|
$4,606
0.0% of portfolio
|
Q1 2025
Added 512.5%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
May 15, 2025 Q1 2025 |
47
shares
|
$4,418
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Wealth Collab, LLC
Bellevue, WA |
May 14, 2025 Q1 2025 |
46
shares
|
$4,324
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Pfg Private Wealth Management, LLC
|
May 13, 2025 Q1 2025 |
44
shares
|
$4,136
0.0% of portfolio
|
Q1 2024
Reduced 35.29%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Jul 09, 2025 Q2 2025 |
44
shares
|
$4,136
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 22, 2025 Q1 2025 |
43
shares
|
$4,042
0.0% of portfolio
|
Q1 2025
Added 19.44%
|
|
|
Ross\Johnson & Associates LLC
Plymouth, MN |
May 16, 2025 Q1 2025 |
42
shares
|
$3,948
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
West End Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
41
shares
|
$3,854
0.0% of portfolio
|
Q2 2025
Reduced 26.79%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
40
shares
|
$3,760
0.0% of portfolio
|
Q2 2021
Reduced 65.22%
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Jul 23, 2025 Q2 2025 |
40
shares
|
$3,760
0.17% of portfolio
|
Q2 2025
Reduced 4.76%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
39
shares
|
$3,666
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Jdm Financial Group LLC
Encino, CA |
May 14, 2025 Q1 2025 |
38
shares
|
$3,572
0.0% of portfolio
|
Q1 2025
Reduced 44.12%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
35
shares
|
$3,290
0.0% of portfolio
|
Q1 2024
Reduced 37.5%
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Jun 04, 2025 Q1 2025 |
30
shares
|
$2,820
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
30
shares
|
$2,820
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Graney & King, LLC
Latham, NY |
May 14, 2025 Q1 2025 |
30
shares
|
$2,820
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
May 12, 2025 Q1 2025 |
30
shares
|
$2,820
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Prairie View Partners, LLC
|
May 09, 2025 Q1 2025 |
29
shares
|
$2,726
0.0% of portfolio
|
Q3 2022
Reduced 19.44%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Apr 11, 2025 Q1 2025 |
29
shares
|
$2,726
0.0% of portfolio
|
Q1 2025
Reduced 39.58%
|