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 |
|---|---|---|---|---|---|
|
Community Bank, N.A.
|
Nov 14, 2025 Q3 2025 |
996
shares
|
$97,797
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Bollard Group LLC
Boston, MA |
Nov 14, 2025 Q3 2025 |
958
shares
|
$94,066
0.0% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Pacifica Partners Inc.
|
Jan 08, 2026 Q4 2025 |
943
shares
|
$92,593
0.05% of portfolio
|
Q4 2025
Added 0.53%
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
935
shares
|
$91,807
0.01% of portfolio
|
Q2 2025
Added 3016.67%
|
|
|
Orion Capital Management LLC
|
Oct 30, 2025 Q3 2025 |
927
shares
|
$91,022
0.03% of portfolio
|
Q3 2025
Added 3.0%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Nov 12, 2025 Q3 2025 |
900
shares
|
$88,371
0.01% of portfolio
|
Q3 2025
Reduced 0.44%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Nov 12, 2025 Q3 2025 |
869
shares
|
$85,327
0.0% of portfolio
|
Q3 2025
Reduced 52.07%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
866
shares
|
$85,032
0.01% of portfolio
|
Q3 2025
Added 58.9%
|
|
|
Aventura Private Wealth, LLC
Aventura, FL |
Jan 07, 2026 Q4 2025 |
857
shares
|
$84,148
0.04% of portfolio
|
Q3 2025
Added 31.04%
|
|
|
Morse Asset Management, Inc
Darien, CT |
Nov 13, 2025 Q3 2025 |
852
shares
|
$83,657
0.02% of portfolio
|
Q3 2025
Added 442.68%
|
|
|
Jcic Asset Management Inc.
Toronto, A6 |
Oct 29, 2025 Q3 2025 |
845
shares
|
$82,970
0.03% of portfolio
|
Q2 2024
Reduced 33.98%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
824
shares
|
$80,908
0.03% of portfolio
|
Q3 2025
Added 120.32%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 06, 2026 Q4 2025 |
800
shares
|
$78,552
0.01% of portfolio
|
Q2 2025
Reduced 20.0%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Oct 23, 2025 Q3 2025 |
800
shares
|
$78,552
0.02% of portfolio
|
Q2 2025
Reduced 55.56%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
795
shares
|
$78,061
0.01% of portfolio
|
Q3 2025
Added 1.27%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
782
shares
|
$76,784
0.02% of portfolio
|
Q3 2023
Added 13.33%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
769
shares
|
$75,508
0.01% of portfolio
|
Q3 2025
Added 33.97%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
749
shares
|
$73,544
0.01% of portfolio
|
Q3 2025
Added 5.34%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Nov 10, 2025 Q3 2025 |
744
shares
|
$73,053
0.03% of portfolio
|
Q3 2025
Added 116.28%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2025 Q3 2025 |
735
shares
|
$72,169
0.03% of portfolio
|
Q3 2024
Reduced 5.65%
|
|
|
Quarry LP
New York, NY |
Nov 14, 2025 Q3 2025 |
726
shares
|
$71,285
0.02% of portfolio
|
Q3 2025
Reduced 61.67%
|
|
|
Hartford Financial Management Inc.
|
Oct 27, 2025 Q3 2025 |
721
shares
|
$70,794
0.02% of portfolio
|
Q4 2022
Reduced 19.35%
|
|
|
Toth Financial Advisory Corp
|
Oct 09, 2025 Q3 2025 |
721
shares
|
$70,794
0.01% of portfolio
|
Q3 2025
Added 2.56%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
706
shares
|
$69,322
0.02% of portfolio
|
Q3 2025
Added 33.71%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Dec 29, 2025 Q3 2025 |
702
shares
|
$68,929
0.07% of portfolio
|
Q3 2025
Reduced 43.52%
|
|