Institutional Ownership Citigroup Inc (C)
This table provides information about the institutional ownership of Citigroup Inc (C). We have compiled data on the 2,588 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 |
|---|---|---|---|---|---|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Oct 21, 2025 Q3 2025 |
86
shares
|
$8,444
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 16, 2025 Q3 2025 |
84
shares
|
$8,247
0.0% of portfolio
|
Q3 2025
Reduced 9.68%
|
|
|
Coastline Trust CO
|
Oct 21, 2025 Q3 2025 |
82
shares
|
$8,051
0.0% of portfolio
|
Q1 2025
Reduced 55.91%
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Oct 17, 2025 Q3 2025 |
81
shares
|
$7,953
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
79
shares
|
$7,757
0.0% of portfolio
|
Q3 2025
Added 27.42%
|
|
|
Curat Global, LLC
Springfield, NH |
Oct 28, 2025 Q3 2025 |
77
shares
|
$7,560
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
75
shares
|
$7,364
0.0% of portfolio
|
Q3 2023
Reduced 26.47%
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
74
shares
|
$7,266
0.0% of portfolio
|
Q2 2024
Added 311.11%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
73
shares
|
$7,167
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
69
shares
|
$6,775
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
69
shares
|
$6,775
0.0% of portfolio
|
Q2 2024
Reduced 43.44%
|
|
|
Quaker Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
67
shares
|
$6,578
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Nov 05, 2025 Q3 2025 |
67
shares
|
$6,578
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Strive Asset Management, LLC
Dublin, OH |
Nov 12, 2025 Q3 2025 |
67
shares
|
$6,578
0.22% of portfolio
|
Q3 2025
Added 5997.01%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
66
shares
|
$6,480
0.0% of portfolio
|
Q2 2025
Added 127.59%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Nov 03, 2025 Q3 2025 |
65
shares
|
$6,382
0.0% of portfolio
|
Q3 2025
Reduced 75.75%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
62
shares
|
$6,087
0.0% of portfolio
|
Q2 2023
Reduced 32.61%
|
|
|
Winnow Wealth LLC
Waco, TX |
Nov 03, 2025 Q3 2025 |
61
shares
|
$5,989
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
58
shares
|
$5,695
0.0% of portfolio
|
Q3 2025
Reduced 88.91%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
57
shares
|
$5,596
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 15, 2025 Q2 2025 |
57
shares
|
$5,596
0.0% of portfolio
|
Q2 2025
Added 1.79%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
57
shares
|
$5,596
0.0% of portfolio
|
Q2 2025
Reduced 59.57%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Nov 05, 2025 Q3 2025 |
56
shares
|
$5,498
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Nov 04, 2025 Q3 2025 |
55
shares
|
$5,400
0.0% of portfolio
|
Q3 2025
Reduced 56.69%
|
|
|
Albion Financial Group
|
Oct 20, 2025 Q3 2025 |
54
shares
|
$5,302
0.0% of portfolio
|
Q1 2024
Reduced 72.45%
|
|