Institutional Ownership Citigroup Inc (C)
This table provides information about the institutional ownership of Citigroup Inc (C). We have compiled data on the 2,604 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 |
|---|---|---|---|---|---|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
6,708
shares
|
$658,658
0.01% of portfolio
|
Q3 2025
Reduced 3.38%
|
|
|
Fiducient Advisors LLC
|
Oct 30, 2025 Q3 2025 |
6,701
shares
|
$657,971
0.08% of portfolio
|
Q2 2025
Reduced 4.02%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 12, 2026 Q4 2025 |
6,687
shares
|
$656,596
0.06% of portfolio
|
Q4 2025
Added 12.03%
|
|
|
Mount Vernon Associates Inc
|
Oct 24, 2025 Q3 2025 |
6,670
shares
|
$654,927
0.47% of portfolio
|
Q3 2025
Reduced 21.25%
|
|
|
Tfr Capital, Llc.
Plano, TX |
Oct 31, 2025 Q3 2025 |
6,638
shares
|
$651,785
0.23% of portfolio
|
Q3 2025
Reduced 1.5%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Nov 06, 2025 Q3 2025 |
6,636
shares
|
$651,588
0.07% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Capital Square, LLC
|
Nov 21, 2025 Q3 2025 |
6,592
shares
|
$647,268
0.36% of portfolio
|
Q2 2025
Reduced 11.78%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
6,559
shares
|
$644,028
0.14% of portfolio
|
Q3 2025
Added 44.47%
|
|
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
Nov 07, 2025 Q3 2025 |
6,548
shares
|
$642,948
0.35% of portfolio
|
Q3 2025
Added 4.73%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Oct 30, 2025 Q3 2025 |
6,546
shares
|
$642,751
0.02% of portfolio
|
Q3 2025
Reduced 1.09%
|
|
|
Coign Capital Advisors LLC
Draper, UT |
Oct 30, 2025 Q3 2025 |
6,529
shares
|
$641,082
0.36% of portfolio
|
Q3 2025
New holding
|
|
|
Caerus Investment Advisors, LLC
|
Nov 19, 2025 Q3 2025 |
6,522
shares
|
$640,395
0.28% of portfolio
|
Q3 2025
New holding
|
|
|
True Wealth Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
6,471
shares
|
$635,387
0.21% of portfolio
|
Q4 2025
Reduced 4.66%
|
|
|
Opinicus Capital, Inc.
Tampa, FL |
Nov 06, 2025 Q3 2025 |
6,471
shares
|
$635,387
0.45% of portfolio
|
Q3 2025
Reduced 8.7%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 07, 2026 Q4 2025 |
6,436
shares
|
$631,950
0.05% of portfolio
|
Q4 2025
Added 7.14%
|
|
|
Simmons Bank
|
Nov 04, 2025 Q3 2025 |
6,427
shares
|
$631,067
0.04% of portfolio
|
Q3 2025
Reduced 8.99%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
Nov 14, 2025 Q3 2025 |
6,426
shares
|
$630,968
0.48% of portfolio
|
Q3 2025
Reduced 5.03%
|
|
|
Beta Wealth Group, Inc.
|
Nov 07, 2025 Q3 2025 |
6,418
shares
|
$630,183
0.35% of portfolio
|
Q3 2025
Added 3.07%
|
|
|
Unified Investment Management
Atlanta, GA |
Oct 27, 2025 Q3 2025 |
6,416
shares
|
$629,987
0.65% of portfolio
|
Q3 2025
Reduced 6.96%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
6,413
shares
|
$629,692
0.03% of portfolio
|
Q3 2025
Reduced 0.37%
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
6,411
shares
|
$629,496
0.06% of portfolio
|
Q3 2025
Reduced 2.38%
|
|
|
Fcg Investment CO
Germantown, TN |
Oct 08, 2025 Q3 2025 |
6,405
shares
|
$628,906
0.3% of portfolio
|
Q3 2025
Added 3.79%
|
|
|
Chase Investment Counsel Corp
|
Nov 10, 2025 Q3 2025 |
6,396
shares
|
$628,023
0.19% of portfolio
|
Q3 2025
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
6,384
shares
|
$626,844
0.07% of portfolio
|
Q3 2025
Added 10.58%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
6,374
shares
|
$625,863
0.02% of portfolio
|
Q3 2025
Reduced 0.31%
|
|