Institutional Ownership Citigroup Inc (C)
This table provides information about the institutional ownership of Citigroup Inc (C). We have compiled data on the 2,591 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 |
|---|---|---|---|---|---|
|
Bkm Wealth Management, LLC
Brookfield, WI |
Oct 23, 2025 Q3 2025 |
11,704
shares
|
$1.15 Million
0.44% of portfolio
|
Q3 2025
Reduced 5.64%
|
|
|
Efg Asset Management (North America) Corp.
|
Nov 03, 2025 Q3 2025 |
11,684
shares
|
$1.15 Million
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Oct 21, 2025 Q3 2025 |
11,627
shares
|
$1.14 Million
0.09% of portfolio
|
Q3 2025
Added 1.42%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
11,556
shares
|
$1.13 Million
0.07% of portfolio
|
Q3 2025
Added 6.87%
|
|
|
Life Plan Financial, LLC
Mankato, MN |
Nov 13, 2025 Q3 2025 |
11,539
shares
|
$1.13 Million
0.93% of portfolio
|
Q3 2025
Reduced 6.2%
|
|
|
Aft, Forsyth & Company, Inc.
|
Nov 07, 2025 Q3 2025 |
11,523
shares
|
$1.13 Million
0.57% of portfolio
|
Q3 2025
Added 25.62%
|
|
|
Sg Americas Securities, LLC
|
Oct 23, 2025 Q3 2025 |
11,503
shares
|
$1.13 Million
0.0% of portfolio
|
Q3 2025
Reduced 93.2%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Nov 07, 2025 Q3 2025 |
11,499
shares
|
$1.13 Million
0.26% of portfolio
|
Q3 2025
New holding
|
|
|
Washington Trust Bank
|
Oct 24, 2025 Q3 2025 |
11,457
shares
|
$1.12 Million
0.09% of portfolio
|
Q2 2024
Reduced 2.3%
|
|
|
Evoke Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
11,429
shares
|
$1.12 Million
0.02% of portfolio
|
Q3 2025
Added 35.64%
|
|
|
Chiron Investment Management, LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
11,402
shares
|
$1.12 Million
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
11,391
shares
|
$1.12 Million
0.04% of portfolio
|
Q3 2025
Added 11.95%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
11,380
shares
|
$1.12 Million
0.09% of portfolio
|
Q3 2025
Added 3.2%
|
|
|
Triangle Securities Wealth Management
|
Oct 15, 2025 Q3 2025 |
11,375
shares
|
$1.12 Million
0.28% of portfolio
|
Q3 2025
Reduced 8.49%
|
|
|
Persistent Asset Partners LTD
Hong Kong, K3 |
Nov 10, 2025 Q3 2025 |
11,366
shares
|
$1.12 Million
0.79% of portfolio
|
Q3 2025
Reduced 30.83%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Oct 29, 2025 Q3 2025 |
11,336
shares
|
$1.11 Million
0.07% of portfolio
|
Q3 2025
Added 5.43%
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
Nov 05, 2025 Q3 2025 |
11,317
shares
|
$1.11 Million
0.4% of portfolio
|
Q3 2025
Reduced 0.79%
|
|
|
Prelude Capital Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
11,308
shares
|
$1.11 Million
0.1% of portfolio
|
Q3 2025
Added 151.4%
|
|
|
Personal Cfo Solutions, LLC
|
Nov 10, 2025 Q3 2025 |
11,296
shares
|
$1.11 Million
0.21% of portfolio
|
Q3 2025
Added 1.66%
|
|
|
Arvest Bank Trust Division
Dewey, OK |
Nov 07, 2025 Q3 2025 |
11,263
shares
|
$1.11 Million
0.06% of portfolio
|
Q3 2025
Added 44.58%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Oct 27, 2025 Q3 2025 |
11,251
shares
|
$1.1 Million
0.39% of portfolio
|
Q2 2025
Reduced 5.07%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
11,179
shares
|
$1.1 Million
0.06% of portfolio
|
Q3 2025
Reduced 6.47%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 05, 2025 Q3 2025 |
11,167
shares
|
$1.1 Million
0.08% of portfolio
|
Q3 2025
Reduced 3.2%
|
|
|
Cito Capital Group, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
11,151
shares
|
$1.09 Million
0.33% of portfolio
|
Q3 2025
Reduced 30.96%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Nov 18, 2025 Q3 2025 |
11,141
shares
|
$1.09 Million
0.05% of portfolio
|
Q3 2025
Added 2.88%
|
|