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 |
|---|---|---|---|---|---|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
5,146
shares
|
$417,392
0.02% of portfolio
|
Q2 2022
Reduced 16.27%
|
|
|
Sol Capital Management CO
|
Jan 23, 2025 Q4 2024 |
5,130
shares
|
$416,094
0.04% of portfolio
|
Q4 2024
Reduced 50.1%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Feb 06, 2025 Q4 2024 |
5,106
shares
|
$414,147
0.01% of portfolio
|
Q4 2024
Added 3.34%
|
|
|
Alta Advisers LTD
|
Nov 08, 2024 Q3 2024 |
5,100
shares
|
$413,661
0.15% of portfolio
|
Q3 2022
New holding
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Feb 03, 2025 Q4 2024 |
5,099
shares
|
$413,579
0.14% of portfolio
|
Q4 2024
Reduced 2.5%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Feb 03, 2025 Q4 2024 |
5,095
shares
|
$413,255
0.15% of portfolio
|
Q4 2024
Added 5.88%
|
|
|
Marcum Wealth, LLC
|
Jan 13, 2025 Q4 2024 |
5,080
shares
|
$412,038
0.03% of portfolio
|
Q4 2024
Added 1.5%
|
|
|
Principal Street Partners, LLC
Memphis, TN |
Nov 13, 2024 Q3 2024 |
5,058
shares
|
$410,254
0.05% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jan 27, 2025 Q4 2024 |
5,051
shares
|
$409,686
0.03% of portfolio
|
Q4 2024
Added 19.61%
|
|
|
Onefund, LLC
Saint Petersburg, FL |
Feb 05, 2025 Q4 2024 |
5,051
shares
|
$409,686
0.34% of portfolio
|
Q4 2024
Added 0.8%
|
|
|
Martingale Asset Management L P
Boston, MA |
Nov 14, 2024 Q3 2024 |
5,042
shares
|
$408,956
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Madison Wealth Partners, Inc
|
Feb 10, 2025 Q4 2024 |
5,038
shares
|
$408,632
0.1% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Eads & Heald Wealth Management
|
Jan 17, 2025 Q4 2024 |
5,033
shares
|
$408,226
0.17% of portfolio
|
Q4 2024
Reduced 1.04%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Nov 12, 2024 Q3 2024 |
5,032
shares
|
$408,145
0.06% of portfolio
|
Q3 2024
Reduced 3.27%
|
|
|
Pointe Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
5,018
shares
|
$407,009
0.21% of portfolio
|
Q3 2024
Reduced 1.82%
|
|
|
Flynn Zito Capital Management, LLC
|
Feb 04, 2025 Q4 2024 |
5,013
shares
|
$406,604
0.17% of portfolio
|
Q4 2024
Added 0.64%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
5,006
shares
|
$406,036
0.14% of portfolio
|
Q2 2024
Reduced 2.91%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Jan 24, 2025 Q4 2024 |
5,004
shares
|
$405,874
0.1% of portfolio
|
Q4 2024
Added 4.55%
|
|
|
Lynch Asset Management, Inc.
|
Jan 24, 2025 Q4 2024 |
5,000
shares
|
$405,550
0.14% of portfolio
|
Q3 2024
Reduced 1.96%
|
|
|
Harbor Advisors LLC
|
Feb 11, 2025 Q4 2024 |
5,000
shares
|
$405,550
0.06% of portfolio
|
Q2 2017
New holding
|
|
|
Juncture Wealth Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
4,998
shares
|
$405,387
0.13% of portfolio
|
Q4 2024
Added 2.04%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Oct 16, 2024 Q3 2024 |
4,992
shares
|
$404,901
0.12% of portfolio
|
Q3 2024
Added 1.59%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Nov 14, 2024 Q3 2024 |
4,958
shares
|
$402,143
0.05% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Nov 08, 2024 Q3 2024 |
4,953
shares
|
$401,737
0.1% of portfolio
|
Q3 2024
Added 9.9%
|
|
|
Mbb Public Markets I LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
4,950
shares
|
$401,494
0.02% of portfolio
|
Q3 2024
Reduced 96.28%
|