Institutional Ownership Citigroup Inc (C)
This table provides information about the institutional ownership of Citigroup Inc (C). We have compiled data on the 2,140 institutions that hold shares in the stock, with a total of 1.37 Billion shares, which have been reported (via 13F filing form) to have a value of $111 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Brave Asset Management Inc
|
Jan 14, 2025 Q4 2024 |
9,024
shares
|
$731,936
0.2% of portfolio
|
Q4 2023
Reduced 0.87%
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
9,010
shares
|
$730,801
0.03% of portfolio
|
Q3 2022
Added 79.84%
|
|
|
Wealth Effects LLC
|
Jan 22, 2025 Q4 2024 |
8,950
shares
|
$725,934
0.25% of portfolio
|
Q4 2024
Added 1.13%
|
|
|
Cboe Vest Financial, LLC
Mclean, VA |
Jan 28, 2025 Q4 2024 |
8,923
shares
|
$723,744
0.01% of portfolio
|
Q4 2024
Added 14.32%
|
|
|
American Trust Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
8,905
shares
|
$722,284
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
8,877
shares
|
$720,013
0.03% of portfolio
|
Q3 2024
Reduced 35.8%
|
|
|
Marshall Wace, LLP
London, X0 |
Nov 14, 2024 Q3 2024 |
8,876
shares
|
$719,932
0.0% of portfolio
|
Q3 2024
Reduced 93.91%
|
|
|
Deseret Mutual Benefit Administrators
|
Feb 03, 2025 Q4 2024 |
8,847
shares
|
$717,580
0.31% of portfolio
|
Q4 2024
Reduced 11.17%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
8,834
shares
|
$716,525
0.06% of portfolio
|
Q4 2024
Reduced 3.59%
|
|
|
Asahi Life Asset Management Co., Ltd.
|
Feb 05, 2025 Q4 2024 |
8,800
shares
|
$713,768
0.38% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
Steinberg Asset Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
8,782
shares
|
$712,308
0.43% of portfolio
|
Q4 2023
Reduced 3.3%
|
|
|
Mount Vernon Associates Inc
|
Jan 14, 2025 Q4 2024 |
8,770
shares
|
$711,334
0.48% of portfolio
|
Q3 2024
Reduced 5.39%
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
8,756
shares
|
$710,199
0.08% of portfolio
|
Q4 2024
Reduced 3.08%
|
|
|
Total Clarity Wealth Management, Inc.
|
Jan 23, 2025 Q4 2024 |
8,731
shares
|
$708,171
0.21% of portfolio
|
Q4 2024
Reduced 7.84%
|
|
|
Beta Wealth Group, Inc.
|
Jan 31, 2025 Q4 2024 |
8,723
shares
|
$707,522
0.3% of portfolio
|
Q4 2024
Added 1.18%
|
|
|
Cohen Investment Advisors LLC
|
Jan 14, 2025 Q4 2024 |
8,692
shares
|
$705,008
0.37% of portfolio
|
Q4 2024
Added 1.11%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
8,653
shares
|
$701,844
0.02% of portfolio
|
Q4 2024
Reduced 16.88%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Feb 07, 2025 Q4 2024 |
8,637
shares
|
$700,547
0.64% of portfolio
|
Q4 2024
Added 1.59%
|
|
|
Adirondack Trust CO
|
Jan 17, 2025 Q4 2024 |
8,628
shares
|
$699,817
0.23% of portfolio
|
Q4 2024
Reduced 0.66%
|
|
|
Powell Investment Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
8,628
shares
|
$699,817
0.29% of portfolio
|
Q3 2024
Added 1.88%
|
|
|
626 Financial, LLC
|
Jan 14, 2025 Q4 2024 |
8,614
shares
|
$698,681
0.34% of portfolio
|
Q4 2024
Added 1.14%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Jan 16, 2025 Q4 2024 |
8,606
shares
|
$698,032
0.13% of portfolio
|
Q4 2024
Reduced 21.18%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
8,594
shares
|
$697,059
0.04% of portfolio
|
Q3 2024
Added 10.86%
|
|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
8,558
shares
|
$694,139
0.09% of portfolio
|
Q4 2024
Reduced 31.86%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
8,547
shares
|
$693,247
0.01% of portfolio
|
Q4 2024
Reduced 0.28%
|