CitroTech CITR Institutional Ownership

NYSE CITR

$2.90 -0.05 (-1.69%)

As of: Oct 1, 2026 · 3:59 PM EDT

Institutions by Trading Activity

26 Institutions

Increased 20 76.9%

Unchanged 5 19.2%

Reduced 1 3.8%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

10.08%

▲+0.71 pp QoQ

Shares Held by Institutions

2.19Mn

of 21.75Mn outstanding

▲+28.40% QoQ

Shares Outstanding

21.75Mn

19.56Mn held outside 13F filers

Institutional Investors

filed 13F for Jun 2026

▲+6 vs prior quarter

Net Shares Added (QoQ)

+485.07K

accumulated since last quarter

Value of Holdings

$6.32Mn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

CitroTech Inc. (NYSE:CITR) is held by 26 institutional investors per 13F filings through June 2026.

These investors collectively held 10.1% of CitroTech's outstanding shares in June 2026, up from 9.4% in March 2026.
They increased total shares held in CitroTech by 28.4% from the prior quarter, while the number of investors in CITR stayed flat year over year.
During the quarter, 20 of these 26 funds increased positions in CITR, 1 reduced exposure, and 5 held steady.
Combined, these investors held 2.19Mn shares in CITR for June 2026, up by 485.07K shares quarter on quarter, and with no net change year over year.
As of June 30, 2026, the biggest holder of CitroTech is Lotus Technology Management, LP at 750.0K shares, representing 3.45% of shares outstanding.
The most significant purchases of CITR for the quarter ending June 2026 came from Fifth Third Bancorp (114.11K), Cerity Partners LLC (101.28K), VANGUARD CAPITAL MANAGEMENT LLC (62.45K), State Street Corp (52.0K), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (40.83K).
The largest sales of CITR for the quarter ending June 2026 came from SUSQUEHANNA INTERNATIONAL GROUP, LLP (50.09K).
Business Quant data shows the 10 biggest positions in CitroTech as of June 2026 are held by Lotus Technology Management, LP (750.0K), VANGUARD CAPITAL MANAGEMENT LLC (486.62K), Fifth Third Bancorp (235.28K), GEODE CAPITAL MANAGEMENT, LLC (176.24K), Cerity Partners LLC (101.28K), VANGUARD FIDUCIARY TRUST CO (94.62K), State Street Corp (63.65K), T3 Companies, LLC (40.98K), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (40.83K), Northern Trust Corp (37.97K).

Form 13F Holdings

26 Institutional Holders

Report period 30 Jun, 2026

Total shares held 2.19Mn

Of outstanding 10.08%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	Lotus Technology Management, LP	0002095243	750,000	3.45%	0	0.00%	$750.00K
2	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	486,620	2.24%	▲62,452	+14.72%	$2.69Mn
3	Fifth Third Bancorp	0000035527	235,281	1.08%	▲114,111	+94.17%	$1.30Mn
4	GEODE CAPITAL MANAGEMENT, LLC	0001214717	176,239	0.81%	▲23,698	+15.54%	$973.33K
5	Cerity Partners LLC	0001566475	101,275	0.47%	▲101,275	0.00%	$559.04K
6	VANGUARD FIDUCIARY TRUST CO	0000933478	94,625	0.43%	▲27,419	+40.80%	$522.33K
7	State Street Corp	0000093751	63,650	0.29%	▲52,000	+446.35%	$351.35K
8	T3 Companies, LLC	0002052441	40,983	0.19%	▲15,983	+63.93%	$226.23K
9	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0001632972	40,825	0.19%	▲40,825	0.00%	$211.07K
10	Northern Trust Corp	0000073124	37,969	0.17%	▲11,738	+44.75%	$209.59K
11	BlackRock, Inc.	0002012383	37,181	0.17%	▲37,181	0.00%	$205.24K
12	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0001446194	33,094	0.15%	▼50,091	-60.22%	$182.68K
13	FNY Investment Advisers, LLC	0001742998	27,715	0.13%	▲18,481	+200.14%	$152
14	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0001107261	20,600	0.09%	▲20,600	0.00%	$113.71K
15	LPL Financial LLC	0001403438	15,199	0.07%	▲5,000	+49.02%	$83.90K
16	Coastal Bridge Advisors, LLC	0001665976	12,497	0.06%	▲1,666	+15.38%	$68.98K
17	Centiva Capital, LP	0001692507	12,127	0.06%	▲886	+7.88%	$66.94K
18	JONES FINANCIAL COMPANIES LLLP	0000815917	1,800	0.01%	0	0.00%	$10.03K
19	Morgan Stanley	0000895421	1,674	0.01%	▲477	+39.85%	$9.24K
20	Tower Research Capital LLC (TRC)	0001533421	1,211	0.01%	▲1,211	0.00%	$6.69K

Showing 1 to 20 of 26 holders