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 |
|---|---|---|---|---|---|
|
Curat Global, LLC
Springfield, NH |
Aug 01, 2025 Q2 2025 |
77
shares
|
$7,371
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
75
shares
|
$7,180
0.0% of portfolio
|
Q3 2023
Reduced 26.47%
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
74
shares
|
$7,084
0.0% of portfolio
|
Q2 2024
Added 311.11%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
73
shares
|
$6,989
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Morton Brown Family Wealth, LLC
|
Jul 24, 2025 Q2 2025 |
69
shares
|
$6,606
0.0% of portfolio
|
Q2 2025
Reduced 22.47%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
69
shares
|
$6,606
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
69
shares
|
$6,606
0.0% of portfolio
|
Q2 2024
Reduced 43.44%
|
|
|
Carolina Wealth Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
67
shares
|
$6,414
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Quaker Wealth Management, LLC
|
Aug 01, 2025 Q2 2025 |
67
shares
|
$6,414
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
67
shares
|
$6,414
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
66
shares
|
$6,318
0.0% of portfolio
|
Q2 2025
Added 127.59%
|
|
|
Bay Harbor Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
62
shares
|
$5,935
0.0% of portfolio
|
Q2 2025
Added 210.0%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
62
shares
|
$5,935
0.0% of portfolio
|
Q2 2023
Reduced 32.61%
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Jul 16, 2025 Q2 2025 |
61
shares
|
$5,840
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Livelsberger Financial Advisory
Ashland, OH |
Jul 08, 2025 Q2 2025 |
59
shares
|
$5,648
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 15, 2025 Q2 2025 |
57
shares
|
$5,457
0.0% of portfolio
|
Q2 2025
Added 1.79%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
57
shares
|
$5,457
0.0% of portfolio
|
Q2 2025
Reduced 59.57%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Aug 11, 2025 Q2 2025 |
56
shares
|
$5,361
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Albion Financial Group
|
Jul 17, 2025 Q2 2025 |
54
shares
|
$5,169
0.0% of portfolio
|
Q1 2024
Reduced 72.45%
|
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
54
shares
|
$5,169
0.0% of portfolio
|
Q2 2025
Added 50.0%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
54
shares
|
$5,169
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
50
shares
|
$4,787
0.0% of portfolio
|
Q2 2024
Reduced 52.83%
|
|
|
Mechanics Financial Corp
|
Jul 21, 2025 Q2 2025 |
50
shares
|
$4,787
0.0% of portfolio
|
Q3 2024
Reduced 23.08%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
50
shares
|
$4,787
0.0% of portfolio
|
Q1 2022
Reduced 83.33%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Aug 07, 2025 Q2 2025 |
50
shares
|
$4,787
0.0% of portfolio
|
Q1 2025
Reduced 45.05%
|