Institutional Ownership Citigroup Inc (C)
This table provides information about the institutional ownership of Citigroup Inc (C). We have compiled data on the 2,240 institutions that hold shares in the stock, with a total of 1.38 Billion shares, which have been reported (via 13F filing form) to have a value of $110 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
429
shares
|
$34,169
0.01% of portfolio
|
Q3 2023
Added 15.32%
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
429
shares
|
$34,169
0.0% of portfolio
|
Q3 2023
Reduced 0.46%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Feb 06, 2025 Q4 2024 |
420
shares
|
$33,453
0.0% of portfolio
|
Q2 2024
Reduced 17.97%
|
|
|
Orion Capital Management LLC
|
Feb 14, 2025 Q4 2024 |
400
shares
|
$31,860
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Avalon Trust CO
Santa Fe, NM |
Feb 10, 2025 Q4 2024 |
400
shares
|
$31,860
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Feb 04, 2025 Q4 2024 |
386
shares
|
$30,744
0.0% of portfolio
|
Q4 2024
Added 5.46%
|
|
|
Jnba Financial Advisors
|
Jan 30, 2025 Q4 2024 |
377
shares
|
$30,028
0.0% of portfolio
|
Q4 2024
Reduced 25.05%
|
|
|
Core Alternative Capital
|
Jan 29, 2025 Q4 2024 |
376
shares
|
$29,948
0.01% of portfolio
|
Q4 2024
Added 83.41%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
370
shares
|
$29,470
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Jan 27, 2025 Q4 2024 |
364
shares
|
$28,992
0.01% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
362
shares
|
$28,833
0.01% of portfolio
|
Q4 2024
Reduced 33.46%
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
356
shares
|
$28,355
0.0% of portfolio
|
Q3 2024
Reduced 51.17%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
354
shares
|
$28,196
0.01% of portfolio
|
Q4 2024
Reduced 7.57%
|
|
|
West Financial Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
348
shares
|
$27,718
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jan 27, 2025 Q4 2024 |
344
shares
|
$27,399
0.01% of portfolio
|
Q4 2022
Reduced 55.09%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Jan 22, 2025 Q4 2024 |
343
shares
|
$27,319
0.0% of portfolio
|
Q2 2024
Added 148.55%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
343
shares
|
$27,319
0.01% of portfolio
|
Q4 2024
Added 5.86%
|
|
|
Indiana Trust & Investment Management CO
|
Jan 29, 2025 Q4 2024 |
340
shares
|
$27,081
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Feb 10, 2025 Q4 2024 |
340
shares
|
$27,081
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Ncp Inc.
La Quinta, CA |
Feb 04, 2025 Q4 2024 |
332
shares
|
$26,443
0.01% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Feb 13, 2025 Q4 2024 |
328
shares
|
$26,125
0.01% of portfolio
|
Q4 2023
Reduced 9.14%
|
|
|
Tfc Financial Management
|
Jan 29, 2025 Q4 2024 |
325
shares
|
$25,886
0.0% of portfolio
|
Q3 2024
Reduced 5.25%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
319
shares
|
$25,408
0.0% of portfolio
|
Q4 2024
Added 5.98%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Feb 04, 2025 Q4 2024 |
318
shares
|
$25,328
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Salomon & Ludwin, LLC
|
Jan 30, 2025 Q4 2024 |
311
shares
|
$24,771
0.0% of portfolio
|
Q4 2024
Reduced 12.39%
|