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 |
|---|---|---|---|---|---|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
54
shares
|
$5,302
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
50
shares
|
$4,909
0.0% of portfolio
|
Q2 2024
Reduced 52.83%
|
|
|
Mechanics Financial Corp
|
Nov 06, 2025 Q3 2025 |
50
shares
|
$4,909
0.0% of portfolio
|
Q3 2024
Reduced 23.08%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
50
shares
|
$4,909
0.0% of portfolio
|
Q1 2022
Reduced 83.33%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 07, 2025 Q3 2025 |
50
shares
|
$4,909
0.0% of portfolio
|
Q1 2025
Reduced 45.05%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
50
shares
|
$4,909
0.0% of portfolio
|
Q2 2024
Reduced 37.5%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Nov 12, 2025 Q3 2025 |
49
shares
|
$4,811
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 17, 2025 Q3 2025 |
47
shares
|
$4,614
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 13, 2025 Q3 2025 |
46
shares
|
$4,516
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Nov 12, 2025 Q3 2025 |
44
shares
|
$4,320
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
West End Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
43
shares
|
$4,222
0.0% of portfolio
|
Q3 2025
Added 4.88%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 28, 2025 Q3 2025 |
42
shares
|
$4,123
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
40
shares
|
$3,927
0.0% of portfolio
|
Q2 2021
Reduced 65.22%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
39
shares
|
$3,829
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Jdm Financial Group LLC
Encino, CA |
Oct 20, 2025 Q3 2025 |
38
shares
|
$3,731
0.0% of portfolio
|
Q1 2025
Reduced 44.12%
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Oct 21, 2025 Q3 2025 |
37
shares
|
$3,633
0.13% of portfolio
|
Q3 2025
Reduced 7.5%
|
|
|
Bfsg, LLC
|
Oct 28, 2025 Q3 2025 |
36
shares
|
$3,534
0.0% of portfolio
|
Q3 2025
Reduced 33.33%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 23, 2025 Q3 2025 |
35
shares
|
$3,436
0.0% of portfolio
|
Q1 2024
Reduced 37.5%
|
|
|
Chesapeake Asset Management LLC
New York, NY |
Oct 17, 2025 Q3 2025 |
35
shares
|
$3,436
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Texas Capital Bancshares Inc
|
Nov 13, 2025 Q3 2025 |
34
shares
|
$3,338
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Navigoe, LLC
Redondo Beach, CA |
Oct 10, 2025 Q3 2025 |
33
shares
|
$3,240
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
30
shares
|
$2,945
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Graney & King, LLC
Latham, NY |
Nov 12, 2025 Q3 2025 |
30
shares
|
$2,945
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
Nov 03, 2025 Q3 2025 |
30
shares
|
$2,945
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
29
shares
|
$2,847
0.0% of portfolio
|
Q3 2022
Reduced 19.44%
|
|