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 |
|---|---|---|---|---|---|
|
Northeast Financial Consultants Inc
Westport, CT |
Aug 15, 2025 Q2 2025 |
15,626
shares
|
$1.53 Million
0.06% of portfolio
|
Q2 2024
Reduced 71.39%
|
|
|
Generation Capital Management LLC
Pittsford, NY |
Nov 07, 2025 Q3 2025 |
15,580
shares
|
$1.53 Million
1.15% of portfolio
|
Q3 2025
Reduced 1.92%
|
|
|
Quest Partners LLC
New York, NY |
Nov 03, 2025 Q3 2025 |
15,536
shares
|
$1.53 Million
0.1% of portfolio
|
Q3 2025
Added 47.09%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
15,504
shares
|
$1.52 Million
0.06% of portfolio
|
Q4 2023
Reduced 76.35%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Nov 13, 2025 Q3 2025 |
15,416
shares
|
$1.51 Million
0.38% of portfolio
|
Q3 2025
Added 1.66%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
15,358
shares
|
$1.51 Million
0.02% of portfolio
|
Q3 2025
Reduced 2.72%
|
|
|
Clarius Group, LLC
Seattle, WA |
Oct 10, 2025 Q3 2025 |
15,352
shares
|
$1.51 Million
0.09% of portfolio
|
Q3 2025
Reduced 18.23%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Nov 13, 2025 Q3 2025 |
15,314
shares
|
$1.5 Million
0.18% of portfolio
|
Q3 2025
Added 31.05%
|
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Oct 20, 2025 Q3 2025 |
15,200
shares
|
$1.49 Million
0.35% of portfolio
|
Q3 2025
Reduced 3.39%
|
|
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
Oct 21, 2025 Q3 2025 |
15,121
shares
|
$1.48 Million
1.07% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
15,117
shares
|
$1.48 Million
0.05% of portfolio
|
Q3 2025
Added 9.77%
|
|
|
Ransom Advisory, LTD
Providence, RI |
Jan 06, 2026 Q4 2025 |
15,114
shares
|
$1.48 Million
0.6% of portfolio
|
Q3 2025
New holding
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
15,059
shares
|
$1.48 Million
0.05% of portfolio
|
Q4 2024
Added 4.14%
|
|
|
Ignite Planners, LLC
|
Oct 07, 2025 Q3 2025 |
15,057
shares
|
$1.48 Million
0.27% of portfolio
|
Q3 2025
Reduced 2.14%
|
|
|
Glaxis Capital Management, LLC
Sarasota, FL |
Nov 06, 2025 Q3 2025 |
15,000
shares
|
$1.47 Million
2.79% of portfolio
|
Q3 2025
New holding
|
|
|
Portfolio Design Labs, LLC
Encino, CA |
Nov 12, 2025 Q3 2025 |
14,962
shares
|
$1.47 Million
0.26% of portfolio
|
Q3 2025
New holding
|
|
|
Qtron Investments LLC
Boston, MA |
Nov 14, 2025 Q3 2025 |
14,946
shares
|
$1.47 Million
0.19% of portfolio
|
Q1 2025
Reduced 27.44%
|
|
|
Consilium Wealth Advisory, LLC
|
Oct 20, 2025 Q3 2025 |
14,930
shares
|
$1.47 Million
0.6% of portfolio
|
Q3 2025
Reduced 5.74%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
14,820
shares
|
$1.46 Million
0.05% of portfolio
|
Q3 2025
Reduced 3.33%
|
|
|
United Bank
|
Nov 12, 2025 Q3 2025 |
14,815
shares
|
$1.45 Million
0.53% of portfolio
|
Q3 2025
Added 29.79%
|
|
|
Excalibur Management Corp
|
Nov 07, 2025 Q3 2025 |
14,673
shares
|
$1.44 Million
0.55% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Nov 05, 2025 Q3 2025 |
14,637
shares
|
$1.44 Million
0.2% of portfolio
|
Q3 2025
Reduced 10.15%
|
|
|
Somerset Trust CO
|
Oct 14, 2025 Q3 2025 |
14,555
shares
|
$1.43 Million
0.48% of portfolio
|
Q3 2025
Reduced 1.75%
|
|
|
Nvwm, LLC
|
Oct 16, 2025 Q3 2025 |
14,533
shares
|
$1.43 Million
0.35% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
Carson Advisory Inc.
|
Nov 06, 2025 Q3 2025 |
14,485
shares
|
$1.42 Million
0.9% of portfolio
|
Q3 2025
Reduced 10.03%
|
|