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 |
|---|---|---|---|---|---|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
9,832
shares
|
$965,404
0.06% of portfolio
|
Q3 2025
Added 0.88%
|
|
|
Edmp, Inc.
|
Oct 21, 2025 Q3 2025 |
9,763
shares
|
$958,628
0.81% of portfolio
|
Q3 2025
Added 0.67%
|
|
|
First National Bank Of Mount Dora, Trust Investment Services
|
Jul 29, 2025 Q2 2025 |
9,754
shares
|
$957,745
0.2% of portfolio
|
Q2 2025
Reduced 3.64%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Nov 10, 2025 Q3 2025 |
9,722
shares
|
$954,603
0.06% of portfolio
|
Q3 2025
Reduced 9.51%
|
|
|
Wealth Alliance
Mellville, NY |
Nov 07, 2025 Q3 2025 |
9,719
shares
|
$954,308
0.11% of portfolio
|
Q3 2025
Added 2.22%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
9,681
shares
|
$950,577
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Cabot Wealth Management Inc
|
Oct 31, 2025 Q3 2025 |
9,618
shares
|
$944,391
0.11% of portfolio
|
Q3 2025
Added 0.63%
|
|
|
Sterling Investment Counsel, LLC
|
Oct 21, 2025 Q3 2025 |
9,613
shares
|
$943,900
0.32% of portfolio
|
Q3 2025
Added 190.25%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
9,604
shares
|
$943,016
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Csenge Advisory Group
|
Oct 28, 2025 Q3 2025 |
9,594
shares
|
$942,034
0.05% of portfolio
|
Q3 2025
Reduced 20.14%
|
|
|
Marco Investment Management LLC
|
Nov 04, 2025 Q3 2025 |
9,579
shares
|
$940,562
0.08% of portfolio
|
Q3 2025
Reduced 0.79%
|
|
|
Black Swift Group, LLC
Boulder, CO |
Nov 12, 2025 Q3 2025 |
9,500
shares
|
$932,805
0.19% of portfolio
|
Q2 2025
Reduced 1.87%
|
|
|
Calamos Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
9,499
shares
|
$932,706
0.04% of portfolio
|
Q3 2025
Added 94.13%
|
|
|
Guardian Investment Management
|
Nov 13, 2025 Q3 2025 |
9,475
shares
|
$930,350
0.85% of portfolio
|
Q3 2025
Reduced 10.82%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
9,451
shares
|
$927,993
0.02% of portfolio
|
Q1 2024
Added 0.57%
|
|
|
Gibbs Wealth Management
Alpharetta, GA |
Oct 30, 2025 Q3 2025 |
9,415
shares
|
$924,458
0.22% of portfolio
|
Q1 2025
Added 5.02%
|
|
|
Royal Fund Management, LLC
|
Oct 29, 2025 Q3 2025 |
9,414
shares
|
$924,360
0.12% of portfolio
|
Q3 2025
Reduced 8.19%
|
|
|
Twelve Points Wealth Management LLC
|
Oct 22, 2025 Q3 2025 |
9,397
shares
|
$922,691
0.24% of portfolio
|
Q3 2025
Reduced 19.43%
|
|
|
Gleason Group, Inc.
|
Oct 16, 2025 Q3 2025 |
9,379
shares
|
$920,924
0.1% of portfolio
|
Q3 2025
Reduced 12.83%
|
|
|
Alta Advisers LTD
|
Oct 31, 2025 Q3 2025 |
9,364
shares
|
$919,451
0.29% of portfolio
|
Q1 2025
Added 49.49%
|
|
|
Keel Point, LLC
Huntsville, AL |
Dec 16, 2025 Q3 2025 |
9,345
shares
|
$917,585
0.06% of portfolio
|
Q3 2025
Added 3.81%
|
|
|
Canandaigua National Corp
|
Feb 07, 2023 Q4 2022 |
9,337
shares
|
$916,800
0.07% of portfolio
|
Q4 2022
Added 13.8%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Oct 17, 2025 Q3 2025 |
9,336
shares
|
$916,701
0.11% of portfolio
|
Q3 2025
Reduced 6.23%
|
|
|
Mayflower Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
9,320
shares
|
$915,130
0.1% of portfolio
|
Q3 2025
Reduced 8.36%
|
|
|
Thrive Wealth Management, LLC
|
Oct 06, 2025 Q3 2025 |
9,272
shares
|
$910,417
0.14% of portfolio
|
Q3 2025
Reduced 9.15%
|
|