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 |
|---|---|---|---|---|---|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Aug 05, 2025 Q2 2025 |
22
shares
|
$2,106
0.0% of portfolio
|
Q1 2025
Reduced 98.65%
|
|
|
Cedar Mountain Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
20
shares
|
$1,914
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
20
shares
|
$1,914
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
20
shares
|
$1,914
0.0% of portfolio
|
Q3 2024
Added 300.0%
|
|
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
Aug 07, 2025 Q2 2025 |
20
shares
|
$1,914
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
17
shares
|
$1,627
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Aug 15, 2025 Q1 2025 |
17
shares
|
$1,627
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Jul 31, 2025 Q2 2025 |
16
shares
|
$1,531
0.0% of portfolio
|
Q2 2025
Reduced 95.12%
|
|
|
Financial Connections Group, Inc.
|
Jul 24, 2025 Q2 2025 |
14
shares
|
$1,340
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Aug 13, 2025 Q2 2025 |
14
shares
|
$1,340
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hurley Capital, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
13
shares
|
$1,244
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
12
shares
|
$1,148
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
12
shares
|
$1,148
0.0% of portfolio
|
Q4 2022
Added 9.09%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jul 09, 2025 Q2 2025 |
12
shares
|
$1,148
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Perkins Coie Trust CO
|
Jul 10, 2025 Q2 2025 |
10
shares
|
$957
0.0% of portfolio
|
Q2 2025
Added 66.67%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
10
shares
|
$957
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Aug 06, 2025 Q2 2025 |
8
shares
|
$765
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Holos Integrated Wealth LLC
Kennett Square, PA |
Aug 13, 2025 Q2 2025 |
8
shares
|
$765
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
High Mark Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
6
shares
|
$574
0.0% of portfolio
|
Q4 2022
Added 20.0%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Jul 30, 2025 Q2 2025 |
6
shares
|
$574
0.0% of portfolio
|
Q3 2024
Reduced 97.46%
|
|
|
Tacita Capital Inc
Toronto, A6 |
Aug 07, 2025 Q2 2025 |
5
shares
|
$478
0.0% of portfolio
|
Q4 2021
Reduced 99.68%
|
|
|
Iag Wealth Partners, LLC
|
Aug 13, 2025 Q2 2025 |
4
shares
|
$382
0.0% of portfolio
|
Q2 2025
Reduced 78.95%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
3
shares
|
$287
0.0% of portfolio
|
Q3 2024
Reduced 97.22%
|
|
|
Strengthening Families & Communities, LLC
|
Jul 24, 2025 Q2 2025 |
2
shares
|
$191
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Centerpoint Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
1
shares
|
$95
0.0% of portfolio
|
Q4 2023
Reduced 83.33%
|