C · Company research
Citigroup Inc. (C): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
80records availableFinancial Services
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| Tompkins Financial Corporation | 1005817 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 152 | 19681000 | — | — | — | Oct 5, 2026 | SEC_13F_HR |
| First Financial Corporation Common Stock | 714562 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 513 | 66423 | — | — | — | Oct 13, 2026 | SEC_13F_HR |
| Orrstown Financial Services Inc | 826154 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4866 | 630050 | — | — | — | Oct 14, 2026 | SEC_13F_HR |
| First Financial Corporation | 714562 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 513 | 66423 | — | — | — | Oct 13, 2026 | SEC_13F_HR |
| Rosenberg Matthew Hamilton | 1812103 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5473 | 766011 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
| Family Manage LLC | 1539947 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 54407 | 7614804 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Regatta Research & Money Management | 2137529 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 195 | 27293 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Advisory Services Network, LLC | 1573876 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 41575 | 5818882 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| RHUMBLINE ADVISERS | 1115418 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2812848 | 393686177 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| FIRST FOUNDATION ADVISORS | 1086763 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7106 | 994549 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Greenspring Advisors, LLC | 1922200 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1859 | 260247 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Voleon Capital Management LP | 1479847 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4602 | 644096 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| LRI Investments, LLC | 2023325 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15740 | 2202991 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Certified Advisory Corp | 1731732 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6900 | 965770 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| AXQ CAPITAL, LP | 1916908 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 26215 | 3669051 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Net Worth Advisory Group | 1791998 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8233 | 1152242 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Y-Intercept (Hong Kong) Ltd | 1772875 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 40891 | 5723104 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| SMITH, MOORE & CO. | 200724 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1512 | 211653 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| GC Wealth Management RIA, LLC | 2011169 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8255 | 1155435 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 1091370 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17113 | 2395 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Varma Mutual Pension Insurance Co | 1698484 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 325576 | 45567617 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Davis Capital Management | 1811806 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 49 | 6858 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Americana Partners, LLC | 1797678 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 119624 | 16742685 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| TRAPHAGEN INVESTMENT ADVISORS LLC | 2023380 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3233 | 452436 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| PATTON FUND MANAGEMENT, INC. | 1689232 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 19132 | 2677715 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Legacy Financial Advisors, Inc. | 1730810 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18681 | 2614649 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| BENEDICT FINANCIAL ADVISORS INC | 711089 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 19295 | 2700475 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Wellington Grp LLC | 2134013 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12360 | 1401748 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Roundview Capital LLC | 1476804 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1730 | 242128 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
| Janney Montgomery Scott LLC | 1329948 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 676796 | 94724 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Frisch Financial Group, Inc. | 1767730 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3734 | 522549 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| One Charles Private Wealth Services, LLC | 1800938 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1653 | 231307 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| MBL Wealth, LLC | 1845785 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7585 | 1061597 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| Blake Schutter Theil Wealth Advisors, LLC | 2042011 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3633 | 508475 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| Legacy Bridge, LLC | 1689144 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13064 | 1828438 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| EverSource Wealth Advisors, LLC | 1710537 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2073 | 290158 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| Aljian Capital Management, LLC | 1731260 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 23485 | 3286922 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| LexAurum Advisors, LLC | 1729677 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4548 | 636480 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| Itau Unibanco Holding S.A. | 1132597 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17300 | 2421308 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Andrew Hill Investment Advisors, Inc. | 1897071 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 27010 | 3780320 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| CITIZENS FINANCIAL GROUP INC/RI | 759944 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 207184 | 28997443 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Orion Porfolio Solutions, LLC | 1360533 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 89208 | 12485558 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| BURNEY CO/ | 940445 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 161718 | 22633996 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| Westhampton Capital, LLC | 1639997 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1500 | 209940 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| FWL INVESTMENT MANAGEMENT, LLC | 1829231 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 103 | 14416 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Ritter Daniher Financial Advisory LLC / DE | 1936603 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 23 | 3229 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Impact Capital Partners LLC | 2054916 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2091 | 292656 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| State of Tennessee, Department of Treasury | 1587973 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 627531 | 87829239 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Bank of New Hampshire | 1870761 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 991 | 138700 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| INGALLS & SNYDER LLC | 1041885 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 235269 | 32928 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Cypress Capital Group | 1341748 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4845 | 678106 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| EP Wealth Advisors, LLC | 1540569 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 67481 | 9444706 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| KEB ASSET MANAGEMENT, LLC | 1903035 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 191 | 26732 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| KLINGENSTEIN FIELDS & CO LP | 859872 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1735 | 242831 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Cypress Wealth Services, LLC | 1721527 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3343 | 467842 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Angel Oak Capital Advisors, LLC | 1613158 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6000 | 839760 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| BAROMETER CAPITAL MANAGEMENT INC. | 1536890 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 75700 | 10594972 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| RAMSEY QUANTITATIVE SYSTEMS | 1132897 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1000 | 139960 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| STANCE CAPITAL LLC | 2056334 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 100 | 13996 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | 1367401 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 348041 | 48711818 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| GILDER GAGNON HOWE & CO LLC | 902464 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 191573 | 26812557 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Parkside Investments, LLC | 1706248 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 92297 | 12917835 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Vestmark Advisory Solutions, Inc. | 1736982 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 42690 | 5974908 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| VICTORY CAPITAL MANAGEMENT INC | 1040188 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 999415 | 139878123 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| CI INVESTMENTS INC. | 1163648 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1221122 | 170908235 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Moisand Fitzgerald Tamayo, LLC | 1649107 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 35 | 4899 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Nova Wealth Management, Inc. | 2051980 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 223 | 31235 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| REAP Financial Group, LLC | 2048581 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 934 | 130758 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| WOLFF WIESE MAGANA LLC | 1832097 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 217 | 30312 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Invesco Ltd. | 914208 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8669084 | 1213324997 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| BOS Asset Management, LLC | 1965814 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4415 | 617984 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Alliance Wealth Management Group | 1623707 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1986 | 277961 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Tempo Wealth, LLC | 2112005 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2758 | 386060 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| PRINCIPAL FINANCIAL GROUP INC | 1126328 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3133566 | 438573898 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Independence Bank of Kentucky | 1730479 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14427 | 2019203 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Western Pacific Wealth Management, LP | 1907320 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2844 | 398046 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| VIKING FUND MANAGEMENT LLC | 1169069 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 98000 | 13716080 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Community Bank & Trust, Waco, Texas | 1654847 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1919 | 269 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Mattson Financial Services, LLC | 2034595 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11063 | 1457108 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Allen Mooney & Barnes Investment Advisors LLC | 2001461 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 83365 | 11667746 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.