Institutional Ownership Citigroup Inc (C)
This table provides information about the institutional ownership of Citigroup Inc (C). We have compiled data on the 2,185 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 $117 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Trust Point Inc.
La Crosse, WI |
Jan 24, 2025 Q4 2024 |
13,560
shares
|
$1.11 Million
0.07% of portfolio
|
Q4 2024
Reduced 8.64%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
13,553
shares
|
$1.11 Million
0.08% of portfolio
|
Q4 2024
Added 2.19%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Feb 10, 2025 Q4 2024 |
13,500
shares
|
$1.11 Million
0.07% of portfolio
|
Q4 2024
Added 7.07%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
13,383
shares
|
$1.1 Million
0.04% of portfolio
|
Q4 2024
Reduced 1.86%
|
|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Jan 17, 2025 Q4 2024 |
13,312
shares
|
$1.09 Million
0.65% of portfolio
|
Q4 2024
New holding
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Feb 13, 2025 Q4 2024 |
13,281
shares
|
$1.09 Million
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Shikiar Asset Management Inc
|
Jan 15, 2025 Q4 2024 |
13,188
shares
|
$1.08 Million
0.25% of portfolio
|
Q4 2024
Added 6.03%
|
|
|
Graypoint LLC
|
Jan 10, 2025 Q4 2024 |
13,177
shares
|
$1.08 Million
0.06% of portfolio
|
Q4 2024
Added 18.96%
|
|
|
Good Life Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
13,082
shares
|
$1.07 Million
0.07% of portfolio
|
Q4 2024
Reduced 14.81%
|
|
|
Twinbeech Capital LP
Purchase, NY |
Nov 14, 2024 Q3 2024 |
13,062
shares
|
$1.07 Million
0.02% of portfolio
|
Q3 2024
Reduced 91.74%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Feb 05, 2025 Q4 2024 |
13,008
shares
|
$1.07 Million
0.14% of portfolio
|
Q4 2024
Reduced 1.29%
|
|
|
Perpetual Investment Management LTD
Sydney, C3 |
Feb 14, 2023 Q4 2022 |
12,949
shares
|
$1.06 Million
0.07% of portfolio
|
Q4 2022
Added 20.47%
|
|
|
Guardian Investment Management
|
Jan 16, 2025 Q4 2024 |
12,890
shares
|
$1.06 Million
0.63% of portfolio
|
Q4 2024
Reduced 14.01%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
Jan 31, 2025 Q4 2024 |
12,878
shares
|
$1.06 Million
0.37% of portfolio
|
Q4 2024
Reduced 1.43%
|
|
|
Triangle Securities Wealth Management
|
Jan 15, 2025 Q4 2024 |
12,864
shares
|
$1.06 Million
0.24% of portfolio
|
Q4 2024
Reduced 3.01%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Feb 06, 2025 Q4 2024 |
12,745
shares
|
$1.05 Million
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
12,719
shares
|
$1.04 Million
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Harvey Capital Management Inc
|
Jan 29, 2025 Q4 2024 |
12,700
shares
|
$1.04 Million
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
12,698
shares
|
$1.04 Million
0.15% of portfolio
|
Q4 2024
Added 14.48%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
12,661
shares
|
$1.04 Million
0.1% of portfolio
|
Q4 2024
Added 1.63%
|
|
|
Haverford Trust CO
Radnor, PA |
Feb 11, 2025 Q4 2024 |
12,644
shares
|
$1.04 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.04%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jan 22, 2025 Q4 2024 |
12,634
shares
|
$1.04 Million
0.1% of portfolio
|
Q4 2024
Added 3.51%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Feb 13, 2025 Q4 2024 |
12,595
shares
|
$1.03 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
12,594
shares
|
$1.03 Million
0.04% of portfolio
|
Q4 2024
Added 32.46%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Nov 12, 2024 Q3 2024 |
12,500
shares
|
$1.03 Million
0.01% of portfolio
|
Q2 2024
New holding
|