C Citigroup Inc.
Citigroup Inc. (C) Institutional Ownership
What the institutions did with C last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| Eastover Investment Advisors LLC | 75.3K | 43.2% |
| CX Institutional | 15.0K | 8.6% |
| Versant Capital Management, Inc | 13.7K | 7.9% |
| Hickory Point Bank & Trust | 11.0K | 6.3% |
| EASTERN BANK | 9.0K | 5.2% |
| MassMutual Private Wealth & Trust, FSB | 7.9K | 4.5% |
| Boltwood Capital Management | 6.4K | 3.7% |
| Montecito Bank & Trust | 6.1K | 3.5% |
| Rosenberg Matthew Hamilton | 5.8K | 3.3% |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 5.6K | 3.2% |
| BAKER TILLY WEALTH MANAGEMENT, LLC | 5.5K | 3.1% |
| Ridgewood Investments LLC | 4.6K | 2.6% |
| NEVILLE RODIE & SHAW INC | 3.5K | 2.0% |
| Olistico Wealth, LLC | 2.6K | 1.5% |
| Central Pacific Bank - Trust Division | 800 | 0.5% |
| Polaris Financial Partners | 600 | 0.3% |
| GoalVest Advisory LLC | 420 | 0.2% |
| Horizons Wealth Management | 283 | 0.2% |
| Planning Strategies Inc. | 200 | 0.1% |
| TOMPKINS FINANCIAL CORP | 152 | 0.1% |
| Roxbury Financial LLC | 149 | 0.1% |
| Coastline Trust Co | 32 | 0.0% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| EASTERN BANK | Increased | 2.2K | 9.0K | +6.8K |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | Increased | 4.5K | 5.6K | +1.1K |
| CX Institutional | Increased | 14.1K | 15.0K | +842 |
| Eastover Investment Advisors LLC | Reduced | 76.1K | 75.3K | -712 |
| Boltwood Capital Management | Increased | 5.8K | 6.4K | +578 |
| MassMutual Private Wealth & Trust, FSB | Reduced | 8.4K | 7.9K | -558 |
| Rosenberg Matthew Hamilton | Increased | 5.5K | 5.8K | +314 |
| Versant Capital Management, Inc | Increased | 13.5K | 13.7K | +239 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | Reduced | 5.7K | 5.5K | -180 |
| Hickory Point Bank & Trust | Reduced | 11.1K | 11.0K | -150 |
| Ridgewood Investments LLC | Reduced | 4.6K | 4.6K | -87 |
| Montecito Bank & Trust | Reduced | 6.2K | 6.1K | -49 |
| GoalVest Advisory LLC | Increased | 387 | 420 | +33 |
| TOMPKINS FINANCIAL CORP | Reduced | 177 | 152 | -25 |
| Coastline Trust Co | Reduced | 51 | 32 | -19 |
| Noble Wealth Management PBC | Sold Out | 13 | 0 | -13 |
| Planning Strategies Inc. | Increased | 191 | 200 | +9 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.