Institutional Ownership Citigroup Inc (C)
This table provides information about the institutional ownership of Citigroup Inc (C). We have compiled data on the 2,608 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 |
|---|---|---|---|---|---|
|
Aurora Private Wealth, Inc.
|
Jul 24, 2025 Q2 2025 |
5,840
shares
|
$573,429
0.37% of portfolio
|
Q2 2025
Added 12.42%
|
|
|
Riversedge Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
5,840
shares
|
$573,429
0.1% of portfolio
|
Q4 2025
Added 13.77%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Nov 07, 2025 Q3 2025 |
5,835
shares
|
$572,938
0.01% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Richwood Investment Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
5,812
shares
|
$570,680
0.46% of portfolio
|
Q3 2025
Reduced 0.94%
|
|
|
Wrapmanager Inc
|
Nov 10, 2025 Q3 2025 |
5,794
shares
|
$568,912
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
5,792
shares
|
$568,716
0.02% of portfolio
|
Q3 2025
Reduced 51.32%
|
|
|
Lewis Capital Management, LLC
|
Nov 08, 2023 Q3 2023 |
5,778
shares
|
$567,341
0.38% of portfolio
|
Q3 2023
Added 1.05%
|
|
|
Sym Financial Corp
|
Nov 03, 2025 Q3 2025 |
5,743
shares
|
$563,905
0.06% of portfolio
|
Q3 2025
Reduced 25.51%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Nov 04, 2025 Q3 2025 |
5,736
shares
|
$563,217
0.25% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Gilbert & Cook, Inc.
|
Jan 07, 2026 Q4 2025 |
5,719
shares
|
$561,548
0.07% of portfolio
|
Q4 2025
Added 2.8%
|
|
|
Cowa, LLC
Tulsa, OK |
Nov 10, 2025 Q3 2025 |
5,719
shares
|
$561,548
0.19% of portfolio
|
Q3 2025
Reduced 18.52%
|
|
|
Bt Wealth Management LLC
|
Jul 26, 2022 Q2 2022 |
5,697
shares
|
$559,388
0.07% of portfolio
|
Q2 2022
Added 3.02%
|
|
|
Monument Capital Management
|
Oct 14, 2025 Q3 2025 |
5,696
shares
|
$559,290
0.15% of portfolio
|
Q3 2025
Reduced 4.73%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 17, 2025 Q3 2025 |
5,683
shares
|
$558,013
0.02% of portfolio
|
Q3 2025
Reduced 24.9%
|
|
|
Intelligence Driven Advisers, LLC
|
Nov 10, 2025 Q3 2025 |
5,673
shares
|
$557,031
0.08% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
May Hill Capital, LLC
Cohasset, MA |
Nov 07, 2025 Q3 2025 |
5,649
shares
|
$554,675
0.17% of portfolio
|
Q3 2025
Added 0.93%
|
|
|
Rexford Capital Inc
Bellaire, TX |
Oct 21, 2025 Q3 2025 |
5,646
shares
|
$554,380
0.44% of portfolio
|
Q2 2025
New holding
|
|
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
Nov 05, 2025 Q3 2025 |
5,640
shares
|
$553,791
0.38% of portfolio
|
Q3 2025
Reduced 0.62%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 14, 2025 Q3 2025 |
5,615
shares
|
$551,336
0.02% of portfolio
|
Q3 2025
Added 40.09%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
5,605
shares
|
$550,354
0.06% of portfolio
|
Q3 2024
Added 1.91%
|
|
|
Nbt Bank N A
|
Oct 28, 2025 Q3 2025 |
5,600
shares
|
$549,864
0.04% of portfolio
|
Q3 2025
Reduced 2.44%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Oct 23, 2025 Q3 2025 |
5,559
shares
|
$545,838
0.21% of portfolio
|
Q3 2025
Added 1.11%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
5,500
shares
|
$540,045
0.32% of portfolio
|
Q2 2024
New holding
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
5,500
shares
|
$540,045
0.07% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Grant Private Wealth Management Inc
Pleasanton, CA |
Jan 05, 2026 Q4 2025 |
5,484
shares
|
$538,473
0.39% of portfolio
|
Q4 2025
Added 25.98%
|
|