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 |
|---|---|---|---|---|---|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
4,440
shares
|
$435,963
0.03% of portfolio
|
Q3 2025
Added 4.94%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
4,429
shares
|
$434,883
0.07% of portfolio
|
Q1 2024
Added 6.13%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
4,426
shares
|
$434,588
0.01% of portfolio
|
Q3 2025
Added 1.1%
|
|
|
Curated Wealth Partners LLC
|
Jan 12, 2026 Q4 2025 |
4,424
shares
|
$434,392
0.05% of portfolio
|
Q4 2025
New holding
|
|
|
Beacon Investment Advisory Services, Inc.
|
Oct 16, 2025 Q3 2025 |
4,403
shares
|
$432,330
0.02% of portfolio
|
Q2 2025
Reduced 1.92%
|
|
|
Summit Global Investments
Bountiful, UT |
Nov 03, 2025 Q3 2025 |
4,399
shares
|
$431,937
0.03% of portfolio
|
Q3 2025
Reduced 6.34%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Nov 10, 2025 Q3 2025 |
4,399
shares
|
$431,937
0.08% of portfolio
|
Q3 2025
Added 32.02%
|
|
|
Becker Capital Management Inc
|
Nov 12, 2025 Q3 2025 |
4,395
shares
|
$431,545
0.01% of portfolio
|
Q3 2025
Reduced 3.93%
|
|
|
Napatree Capital LLC
Westerly, RI |
May 02, 2025 Q1 2025 |
4,388
shares
|
$430,857
0.18% of portfolio
|
Q1 2025
Added 15.75%
|
|
|
Greenfield Savings Bank
|
Oct 06, 2025 Q3 2025 |
4,383
shares
|
$430,366
0.19% of portfolio
|
Q3 2025
Reduced 2.06%
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
4,378
shares
|
$429,875
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
4,362
shares
|
$428,304
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Scs Capital Management LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
4,359
shares
|
$428,010
0.0% of portfolio
|
Q3 2025
Added 3.74%
|
|
|
Keudell
|
Jul 22, 2025 Q2 2025 |
4,356
shares
|
$427,715
0.09% of portfolio
|
Q2 2025
Reduced 1.4%
|
|
|
Beirne Wealth Consulting Services, LLC
|
Nov 07, 2025 Q3 2025 |
4,339
shares
|
$426,046
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
4,328
shares
|
$424,966
0.12% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
4,319
shares
|
$424,082
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Kentucky Trust CO
Danville, KY |
Oct 14, 2025 Q3 2025 |
4,319
shares
|
$424,082
0.24% of portfolio
|
Q3 2025
Reduced 2.26%
|
|
|
X Square Capital, LLC
|
Nov 10, 2025 Q3 2025 |
4,311
shares
|
$423,297
0.14% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Baker Tilly Wealth Management, LLC
|
Jan 08, 2026 Q4 2025 |
4,306
shares
|
$422,806
0.11% of portfolio
|
Q4 2025
Reduced 2.31%
|
|
|
Lantz Financial LLC
|
Nov 05, 2025 Q3 2025 |
4,303
shares
|
$422,511
0.1% of portfolio
|
Q3 2025
Added 38.18%
|
|
|
Bahl & Gaynor Inc
|
Nov 12, 2025 Q3 2025 |
4,298
shares
|
$422,020
0.0% of portfolio
|
Q3 2025
Added 2.26%
|
|
|
Wealth Management Partners, LLC
|
Jan 12, 2026 Q4 2025 |
4,288
shares
|
$421,038
0.14% of portfolio
|
Q4 2025
Added 3.68%
|
|
|
Associated Banc Corp
Green Bay, WI |
Oct 24, 2025 Q3 2025 |
4,278
shares
|
$420,056
0.01% of portfolio
|
Q3 2025
Reduced 10.61%
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Oct 20, 2025 Q3 2025 |
4,278
shares
|
$420,056
0.17% of portfolio
|
Q3 2025
Added 15.5%
|
|