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 |
|---|---|---|---|---|---|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
19
shares
|
$1,630
0.0% of portfolio
|
Q1 2025
Added 375.0%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
17
shares
|
$1,458
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
15
shares
|
$1,286
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Connections Group, Inc.
|
May 09, 2025 Q1 2025 |
14
shares
|
$1,201
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Hurley Capital, LLC
New York, NY |
May 07, 2025 Q1 2025 |
13
shares
|
$1,115
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Apr 30, 2025 Q1 2025 |
13
shares
|
$1,115
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
12
shares
|
$1,029
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
12
shares
|
$1,029
0.0% of portfolio
|
Q4 2022
Added 9.09%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jul 09, 2025 Q2 2025 |
12
shares
|
$1,029
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
May 16, 2025 Q1 2025 |
12
shares
|
$1,029
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Perkins Coie Trust CO
|
Jul 10, 2025 Q2 2025 |
10
shares
|
$857
0.0% of portfolio
|
Q2 2025
Added 66.67%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
10
shares
|
$857
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
High Mark Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
6
shares
|
$514
0.0% of portfolio
|
Q4 2022
Added 20.0%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
May 08, 2025 Q1 2025 |
6
shares
|
$514
0.0% of portfolio
|
Q3 2024
Reduced 97.46%
|
|
|
Tacita Capital Inc
Toronto, A6 |
May 13, 2025 Q1 2025 |
5
shares
|
$428
0.0% of portfolio
|
Q4 2021
Reduced 99.68%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
May 02, 2025 Q1 2025 |
5
shares
|
$428
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Goal Vest Advisory LLC
|
Apr 07, 2025 Q1 2025 |
3
shares
|
$257
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
3
shares
|
$257
0.0% of portfolio
|
Q3 2024
Reduced 97.22%
|
|
|
Centerpoint Advisors, LLC
|
May 12, 2025 Q1 2025 |
1
shares
|
$85
0.0% of portfolio
|
Q4 2023
Reduced 83.33%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|
|
|
Global Frontier Investments LLC
Charleston, SC |
Feb 14, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|
|
|
Guardian Wealth Management, Inc.
Peoria, IL |
May 06, 2025 Q1 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 28, 2025 Q1 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Erste Asset Management Gmb H
Vienna, C4 |
May 14, 2025 Q1 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|