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 |
|---|---|---|---|---|---|
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
Feb 13, 2025 Q4 2024 |
69
shares
|
$5,495
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Jdm Financial Group LLC
Encino, CA |
Feb 14, 2025 Q4 2024 |
68
shares
|
$5,416
0.0% of portfolio
|
Q4 2024
Reduced 16.05%
|
|
|
Carolina Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
67
shares
|
$5,336
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Feb 07, 2025 Q4 2024 |
67
shares
|
$5,336
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fwl Investment Management, LLC
|
Feb 14, 2025 Q4 2024 |
65
shares
|
$5,177
0.0% of portfolio
|
Q3 2024
Reduced 51.85%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Feb 04, 2025 Q4 2024 |
65
shares
|
$5,177
0.0% of portfolio
|
Q4 2023
Reduced 15.58%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
62
shares
|
$4,938
0.0% of portfolio
|
Q2 2023
Reduced 32.61%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jan 24, 2025 Q4 2024 |
61
shares
|
$4,858
0.0% of portfolio
|
Q3 2024
Reduced 30.68%
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Jan 30, 2025 Q4 2024 |
59
shares
|
$4,699
0.18% of portfolio
|
Q4 2024
Added 5.36%
|
|
|
Byrne Asset Management LLC
|
Jan 28, 2025 Q4 2024 |
58
shares
|
$4,619
0.0% of portfolio
|
Q3 2024
Added 3.45%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
58
shares
|
$4,619
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
56
shares
|
$4,460
0.0% of portfolio
|
Q3 2024
Added 1.82%
|
|
|
Albion Financial Group
|
Jan 17, 2025 Q4 2024 |
54
shares
|
$4,301
0.0% of portfolio
|
Q1 2024
Reduced 72.45%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
54
shares
|
$4,301
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
50
shares
|
$3,982
0.0% of portfolio
|
Q2 2024
Reduced 52.83%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
50
shares
|
$3,982
0.0% of portfolio
|
Q2 2024
Reduced 62.12%
|
|
|
Mechanics Financial Corp
|
Feb 12, 2025 Q4 2024 |
50
shares
|
$3,982
0.0% of portfolio
|
Q3 2024
Reduced 23.08%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
50
shares
|
$3,982
0.0% of portfolio
|
Q1 2022
Reduced 83.33%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
50
shares
|
$3,982
0.0% of portfolio
|
Q2 2024
Reduced 37.5%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
Feb 12, 2025 Q4 2024 |
50
shares
|
$3,982
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jan 23, 2025 Q4 2024 |
48
shares
|
$3,823
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Feb 14, 2025 Q4 2024 |
47
shares
|
$3,743
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Feb 14, 2025 Q4 2024 |
46
shares
|
$3,663
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Jan 29, 2025 Q4 2024 |
45
shares
|
$3,584
0.0% of portfolio
|
Q2 2024
Reduced 59.09%
|
|
|
Pfg Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
44
shares
|
$3,504
0.0% of portfolio
|
Q1 2024
Reduced 35.29%
|