Institutional Ownership Citigroup Inc (C)
This table provides information about the institutional ownership of Citigroup Inc (C). We have compiled data on the 2,588 institutions that hold shares in the stock, with a total of 1.36 Billion shares, which have been reported (via 13F filing form) to have a value of $133 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Texas Capital Bank Wealth Management Services Inc
|
Nov 13, 2025 Q3 2025 |
17,476
shares
|
$1.72 Million
0.15% of portfolio
|
Q3 2025
Added 19.72%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
17,399
shares
|
$1.71 Million
0.07% of portfolio
|
Q3 2025
Reduced 66.11%
|
|
|
Transatlantique Private Wealth LLC
|
Nov 10, 2025 Q3 2025 |
17,384
shares
|
$1.71 Million
0.59% of portfolio
|
Q3 2025
Added 6.35%
|
|
|
Birchbrook, Inc.
Bangor, ME |
Nov 03, 2025 Q3 2025 |
17,364
shares
|
$1.7 Million
0.91% of portfolio
|
Q3 2025
Reduced 4.08%
|
|
|
Richard Bernstein Advisors LLC
|
Nov 13, 2025 Q3 2025 |
17,344
shares
|
$1.7 Million
0.05% of portfolio
|
Q3 2025
Reduced 61.24%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Nov 05, 2025 Q3 2025 |
17,341
shares
|
$1.7 Million
0.26% of portfolio
|
Q3 2025
Reduced 0.72%
|
|
|
Ejf Capital LLC
Arlington, VA |
Nov 12, 2025 Q3 2025 |
17,335
shares
|
$1.7 Million
1.31% of portfolio
|
Q3 2025
Added 48.65%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
17,255
shares
|
$1.69 Million
0.02% of portfolio
|
Q3 2022
Added 176.39%
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Nov 12, 2025 Q3 2025 |
17,255
shares
|
$1.69 Million
1.21% of portfolio
|
Q3 2025
Reduced 0.38%
|
|
|
Essex Financial Services, Inc.
|
Nov 07, 2025 Q3 2025 |
17,245
shares
|
$1.69 Million
0.11% of portfolio
|
Q3 2025
Added 0.51%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 20, 2025 Q3 2025 |
17,208
shares
|
$1.69 Million
0.13% of portfolio
|
Q3 2025
Added 3.67%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2025 Q3 2025 |
17,141
shares
|
$1.68 Million
0.1% of portfolio
|
Q3 2025
Added 36.14%
|
|
|
Round Rock Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
17,085
shares
|
$1.68 Million
0.29% of portfolio
|
Q3 2025
Added 0.61%
|
|
|
Wespac Advisors So Cal, LLC
|
Oct 22, 2025 Q3 2025 |
17,014
shares
|
$1.67 Million
0.38% of portfolio
|
Q3 2025
Added 1.39%
|
|
|
Wright Investors Service Inc
|
Oct 28, 2025 Q3 2025 |
17,004
shares
|
$1.67 Million
0.52% of portfolio
|
Q3 2025
Reduced 7.92%
|
|
|
Dakota Wealth Management
|
Nov 10, 2025 Q3 2025 |
17,003
shares
|
$1.67 Million
0.04% of portfolio
|
Q3 2025
Reduced 9.32%
|
|
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
Warsaw, R9 |
Nov 03, 2025 Q3 2025 |
17,000
shares
|
$1.67 Million
0.91% of portfolio
|
Q3 2025
Reduced 10.53%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 21, 2025 Q3 2025 |
16,970
shares
|
$1.67 Million
0.3% of portfolio
|
Q3 2025
Reduced 21.56%
|
|
|
Dorchester Wealth Management CO
|
Feb 03, 2025 Q4 2024 |
16,907
shares
|
$1.66 Million
0.24% of portfolio
|
Q3 2024
Reduced 7.56%
|
|
|
Scott Marsh Financial, LLC
Millcreek, UT |
Aug 14, 2025 Q2 2025 |
16,900
shares
|
$1.66 Million
0.53% of portfolio
|
Q2 2025
New holding
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
16,875
shares
|
$1.66 Million
0.11% of portfolio
|
Q1 2025
Added 1.13%
|
|
|
Worth Asset Management, LLC
|
Oct 17, 2025 Q3 2025 |
16,816
shares
|
$1.65 Million
0.87% of portfolio
|
Q3 2025
New holding
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Nov 14, 2025 Q3 2025 |
16,801
shares
|
$1.65 Million
0.21% of portfolio
|
Q3 2025
Reduced 30.0%
|
|
|
Accurate Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
16,800
shares
|
$1.65 Million
0.26% of portfolio
|
Q3 2025
Reduced 20.93%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
16,793
shares
|
$1.65 Million
0.05% of portfolio
|
Q3 2025
Reduced 4.87%
|
|