Citigroup Inc.
MX ˙ BMV ˙ US1729674242
SecurityMX:C / Citigroup Inc.
InstitutionDouglas Lane & Associates, LLC
Latest Disclosed Ownership451,328 shares
Latest Disclosed Value $ 51,185,108
Douglas Lane & Associates, LLC reports 2.47% decrease in ownership of C / Citigroup Inc.

On April 15, 2026 - Douglas Lane & Associates, LLC filed a 13F-HR form disclosing ownership of 451,328 shares of Citigroup Inc. (MX:C) valued at $51,185,108 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 22, 2026 disclosing 462,756 shares of Citigroup Inc.. This represents a change in shares of -2.47% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-15 2026-03-31 13F CITIGROUP INC COMMON 172967424 451,328 -11,428 -2.47 51,185 -5.21 0.7381
2026-01-22 2025-12-31 13F CITIGROUP INC COMMON 172967424 462,756 -57,074 -10.98 53,999 2.34 0.7411
2025-10-10 2025-09-30 13F CITIGROUP INC COMMON 172967424 519,830 -44,940 -7.96 52,763 9.75 0.7351
2025-07-07 2025-06-30 13F CITIGROUP INC COMMON 172967424 564,770 -21,925 -3.74 48,073 15.42 0.6967
2025-04-09 2025-03-31 13F CITIGROUP INC COMMON 172967424 586,695 -13,059 -2.18 41,649 -1.34 0.6138
2025-01-08 2024-12-31 13F CITIGROUP INC COMMON 172967424 599,754 -23,505 -3.77 42,217 8.20 0.5954
2024-10-10 2024-09-30 13F CITIGROUP INC COMMON 172967424 623,259 -24,738 -3.82 39,016 -5.12 0.5362
2024-07-08 2024-06-30 13F CITIGROUP INC COMMON 172967424 647,997 -19,830 -2.97 41,122 -2.63 0.5841
2024-04-11 2024-03-31 13F CITIGROUP INC COMMON 172967424 667,827 -7,165 -1.06 42,233 21.64 0.5968
2024-01-17 2023-12-31 13F CITIGROUP INC COMMON 172967424 674,992 4,158 0.62 34,722 25.84 0.5349
2023-10-16 2023-09-30 13F CITIGROUP INC COMMON 172967424 670,834 8,579 1.30 27,591 -9.51 0.4630
2023-07-19 2023-06-30 13F CITIGROUP INC COMMON 172967424 662,255 8,128 1.24 30,490 -0.59 0.4924
2023-04-17 2023-03-31 13F CITIGROUP INC COMMON 172967424 654,127 5,987 0.92 30,672 4.63 0.5101
2023-02-14 2022-12-31 13F/A-1 CITIGROUP INC COMMON 172967424 648,140 21,582 3.44 29,315 12.28 0.4900
2023-01-17 2022-12-31 13F CITIGROUP INC COMMON 172967424 648,865 22,307 29 0.4890
2022-10-14 2022-09-30 13F CITIGROUP INC COM COMMON 172967424 626,558 19,971 3.29 26,109 -6.41 0.4824
2022-07-18 2022-06-30 13F CITIGROUP INC COMMON 172967424 606,587 -28,501 -4.49 27,897 -17.74 0.4737
2022-04-25 2022-03-31 13F CITIGROUP INC COMMON 172967424 635,088 -15,226 -2.34 33,914 -13.64 0.4788
2022-01-25 2021-12-31 13F CITIGROUP INC COMMON 172967424 650,314 -1,805 -0.28 39,272 -14.19 0.5224
2021-10-21 2021-09-30 13F CITIGROUP INC COMMON 172967424 652,119 -42,575 -6.13 45,766 -6.89 0.6550
2021-07-19 2021-06-30 13F CITIGROUP INC COM COMMON 172967424 694,694 -35,834 -4.91 49,150 -7.52 0.6892
2021-04-19 2021-03-31 13F CITIGROUP INC COMMON 172967424 730,528 -25,642 -3.39 53,146 13.99 0.8236
2021-01-14 2020-12-31 13F CITIGROUP INC COMMON 172967424 756,170 110,638 17.14 46,625 67.54 0.7809
2020-10-19 2020-09-30 13F CITIGROUP INC COMMON 172967424 645,532 107,202 19.91 27,829 1.16 0.5509
2020-07-28 2020-06-30 13F CITIGROUP INC COMMON 172967424 538,330 52,252 10.75 27,509 34.36 0.5907
2020-04-20 2020-03-31 13F CITIGROUP INC COMMON 172967424 486,078 4,478 0.93 20,474 -46.79 0.5385
2020-01-27 2019-12-31 13F CITIGROUP INC COMMON 172967424 481,600 -19,733 -3.94 38,475 11.10 0.7155
2019-10-16 2019-09-30 13F CITIGROUP INC COMMON 172967424 501,333 634 0.13 34,632 -1.23 0.6897
2019-07-08 2019-06-30 13F CITIGROUP INC COMMON 172967424 500,699 14,908 3.07 35,064 16.01 0.6829
2019-04-23 2019-03-31 13F CITIGROUP INC COMMON 172967424 485,791 15,195 3.23 30,226 23.38 0.6269
2019-01-17 2018-12-31 13F CITIGROUP INC COMMON 172967424 470,596 109,309 30.26 24,499 -5.48 0.5779
2018-10-09 2018-09-30 13F CITIGROUP INC COMMON 172967424 361,287 62,845 21.06 25,919 29.78 0.5095
2018-07-23 2018-06-30 13F CITIGROUP INC COMMON 172967424 298,442 88,460 42.13 19,972 40.91 0.4233
2018-04-23 2018-03-31 13F CITIGROUP INC COMMON 172967424 209,982 26,334 14.34 14,174 3.72 0.3081
2018-01-24 2017-12-31 13F CITIGROUP INC COMMON 172967424 183,648 126,504 221.38 13,665 228.72 0.2882
2017-10-19 2017-09-30 13F CITIGROUP INC COMMON 172967424 57,144 47,743 507.85 4,157 560.89 0.0954
2017-07-19 2017-06-30 13F CITIGROUP INC COMMON 172967424 9,401 465 5.20 629 17.57 0.0148
2017-04-21 2017-03-31 13F CITIGROUP INC COMMON 172967424 8,936 -134 -1.48 535 -0.74 0.0133
2017-01-17 2016-12-31 13F CITIGROUP INC COMMON 172967424 9,070 -228 -2.45 539 22.78 0.0137
2016-10-28 2016-09-30 13F CITIGROUP INC COMMON 172967424 9,298 166 1.82 439 13.44 0.0117
2016-07-25 2016-06-30 13F CITIGROUP INC COMMON 172967424 9,132 -1,202 -11.63 387 -10.21 0.0111
2016-04-22 2016-03-31 13F CITIGROUP INC COMMON 172967424 10,334 10,334 431 0.0118
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.