Institutional Ownership Citigroup Inc (C)
This table provides information about the institutional ownership of Citigroup Inc (C). We have compiled data on the 2,592 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 |
|---|---|---|---|---|---|
|
Main Street Research LLC
Sausalito, CA |
Nov 13, 2025 Q3 2025 |
4,894
shares
|
$480,541
0.03% of portfolio
|
Q3 2025
Added 5.98%
|
|
|
Woodward Diversified Capital, LLC
|
Oct 21, 2025 Q3 2025 |
4,885
shares
|
$479,658
0.25% of portfolio
|
Q3 2025
Reduced 0.51%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
4,837
shares
|
$474,945
0.04% of portfolio
|
Q3 2025
Reduced 13.42%
|
|
|
Waldron Private Wealth LLC
|
Oct 29, 2025 Q3 2025 |
4,835
shares
|
$474,748
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Advisor Os, LLC
|
Nov 10, 2025 Q3 2025 |
4,832
shares
|
$474,454
0.05% of portfolio
|
Q3 2025
Added 13.11%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
4,828
shares
|
$474,061
0.01% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
William B. Walkup & Associates, Inc.
Columbia, SC |
Oct 29, 2025 Q3 2025 |
4,825
shares
|
$473,766
0.26% of portfolio
|
Q3 2025
Added 1.07%
|
|
|
Sentry Investment Management LLC
|
Nov 05, 2025 Q3 2025 |
4,821
shares
|
$473,373
0.31% of portfolio
|
Q3 2025
Reduced 20.88%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
Nov 13, 2025 Q3 2025 |
4,821
shares
|
$473,373
0.18% of portfolio
|
Q3 2025
Added 18.34%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
4,804
shares
|
$471,704
0.08% of portfolio
|
Q1 2025
Reduced 1.01%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 28, 2025 Q3 2025 |
4,796
shares
|
$470,919
0.03% of portfolio
|
Q2 2025
Added 0.8%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Nov 07, 2025 Q3 2025 |
4,782
shares
|
$469,544
0.09% of portfolio
|
Q2 2025
Reduced 4.25%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Nov 19, 2025 Q3 2025 |
4,760
shares
|
$467,384
0.08% of portfolio
|
Q3 2025
Reduced 3.74%
|
|
|
Essex Savings Bank
|
Nov 04, 2025 Q3 2025 |
4,739
shares
|
$465,322
0.11% of portfolio
|
Q3 2025
Added 2.07%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Nov 03, 2025 Q3 2025 |
4,725
shares
|
$463,947
0.08% of portfolio
|
Q3 2025
Reduced 15.63%
|
|
|
Optimize Financial Inc
Laguna Hills, CA |
Nov 04, 2025 Q3 2025 |
4,723
shares
|
$463,751
0.25% of portfolio
|
Q3 2025
New holding
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Oct 21, 2025 Q3 2025 |
4,712
shares
|
$462,671
0.13% of portfolio
|
Q3 2025
Reduced 3.01%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Nov 06, 2025 Q3 2025 |
4,704
shares
|
$461,885
0.13% of portfolio
|
Q3 2025
Reduced 18.83%
|
|
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
Aug 14, 2025 Q2 2025 |
4,696
shares
|
$461,100
0.02% of portfolio
|
Q2 2025
Reduced 3.43%
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
4,676
shares
|
$459,136
0.07% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
First Heartland Consultants, Inc.
|
Nov 10, 2025 Q3 2025 |
4,659
shares
|
$457,467
0.04% of portfolio
|
Q3 2025
Reduced 6.73%
|
|
|
Kennedy Investment Group
West Depford, NJ |
Oct 27, 2025 Q3 2025 |
4,640
shares
|
$455,601
0.19% of portfolio
|
Q3 2025
Reduced 1.74%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
4,629
shares
|
$454,521
0.08% of portfolio
|
Q3 2025
Reduced 11.29%
|
|
|
Alta Wealth Advisors LLC
|
Nov 03, 2025 Q3 2025 |
4,628
shares
|
$454,423
0.17% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
4,617
shares
|
$453,343
0.01% of portfolio
|
Q3 2025
Reduced 4.69%
|
|