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 |
|---|---|---|---|---|---|
|
Orca Investment Management, LLC
|
Oct 30, 2025 Q3 2025 |
3,468
shares
|
$340,522
0.29% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
3,466
shares
|
$340,326
0.03% of portfolio
|
Q3 2024
Reduced 5.22%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
3,457
shares
|
$339,442
0.02% of portfolio
|
Q3 2025
Added 13.94%
|
|
|
Towercrest Capital Management
Newtown, PA |
Oct 24, 2025 Q3 2025 |
3,439
shares
|
$337,675
0.06% of portfolio
|
Q3 2025
Added 36.79%
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
3,424
shares
|
$336,202
0.06% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 03, 2025 Q3 2025 |
3,414
shares
|
$335,220
0.1% of portfolio
|
Q3 2025
Reduced 5.3%
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
3,413
shares
|
$335,122
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Apexium Financial, LP
|
Nov 17, 2025 Q3 2025 |
3,403
shares
|
$334,140
0.02% of portfolio
|
Q3 2025
Reduced 19.53%
|
|
|
Stokes Family Office, LLC
|
Nov 14, 2025 Q3 2025 |
3,403
shares
|
$334,140
0.04% of portfolio
|
Q3 2025
Added 2.53%
|
|
|
Psi Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
3,402
shares
|
$334,042
0.09% of portfolio
|
Q3 2025
Reduced 6.51%
|
|
|
Symmetry Partners, LLC
|
Oct 15, 2025 Q3 2025 |
3,400
shares
|
$333,846
0.04% of portfolio
|
Q3 2025
Added 9.15%
|
|
|
Chilton Investment CO Inc.
Stamford, CT |
Nov 14, 2025 Q3 2025 |
3,400
shares
|
$333,846
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Oct 23, 2025 Q3 2025 |
3,392
shares
|
$333,060
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Madison Wealth Partners, Inc
|
Nov 12, 2025 Q3 2025 |
3,385
shares
|
$332,373
0.08% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 07, 2026 Q4 2025 |
3,382
shares
|
$332,078
0.06% of portfolio
|
Q4 2025
Added 35.28%
|
|
|
Alliance Wealth Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
3,374
shares
|
$331,293
0.14% of portfolio
|
Q3 2025
Added 38.11%
|
|
|
Baron Wealth Management LLC
Troy, MI |
Oct 20, 2025 Q3 2025 |
3,365
shares
|
$330,409
0.11% of portfolio
|
Q3 2025
Added 2.37%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Oct 24, 2025 Q3 2025 |
3,362
shares
|
$330,114
0.04% of portfolio
|
Q3 2025
Reduced 49.66%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 05, 2025 Q3 2025 |
3,359
shares
|
$329,820
0.01% of portfolio
|
Q3 2025
Added 11.78%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Nov 14, 2025 Q3 2025 |
3,351
shares
|
$329,034
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Investment Research Partners LLC
Lemont, PA |
Dec 01, 2025 Q3 2025 |
3,343
shares
|
$328,249
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Yoffe Investment Management, LLC
Lemoyne, PA |
Oct 24, 2025 Q3 2025 |
3,334
shares
|
$327,365
0.44% of portfolio
|
Q4 2024
New holding
|
|
|
Juncture Wealth Strategies, LLC
|
Oct 14, 2025 Q3 2025 |
3,324
shares
|
$326,383
0.11% of portfolio
|
Q3 2025
Reduced 37.57%
|
|
|
Ifc Advisors LLC
Los Angeles, CA |
Nov 03, 2025 Q3 2025 |
3,319
shares
|
$325,892
0.06% of portfolio
|
Q3 2025
Reduced 7.45%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Oct 17, 2025 Q3 2025 |
3,317
shares
|
$325,696
0.05% of portfolio
|
Q3 2025
Added 17.37%
|
|