Citigroup Inc.
MX ˙ BMV ˙ US1729674242
SecurityMX:C / Citigroup Inc.
InstitutionSumitomo Life Insurance Co
Latest Disclosed Ownership26,616 shares
Latest Disclosed Value $ 3,018,521
Sumitomo Life Insurance Co reports 2.59% increase in ownership of C / Citigroup Inc.

On May 12, 2026 - Sumitomo Life Insurance Co filed a 13F-HR form disclosing ownership of 26,616 shares of Citigroup Inc. (MX:C) valued at $3,018,521 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 25,945 shares of Citigroup Inc.. This represents a change in shares of 2.59% 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)
2026-05-12 2026-03-31 13F CITIGROUP INC COM Common 172967424 26,616 671 2.59 3,019 -0.30 0.0709
2026-02-13 2025-12-31 13F CITIGROUP INC COM Common 172967424 25,945 225 0.87 3,028 15.98 0.0829
2025-11-12 2025-09-30 13F CITIGROUP INC COM Common 172967424 25,720 -833 -3.14 2,611 15.49 0.0811
2025-08-05 2025-06-30 13F CITIGROUP INC COM Common 172967424 26,553 -1,652 -5.86 2,260 12.89 0.1533
2025-05-02 2025-03-31 13F CITIGROUP INC COM Common 172967424 28,205 -305 -1.07 2,002 -0.20 0.0716
2025-01-23 2024-12-31 13F CITIGROUP INC COM Common 172967424 28,510 -734 -2.51 2,007 9.62 0.0379
2024-10-16 2024-09-30 13F CITIGROUP INC COM Common 172967424 29,244 676 2.37 1,831 0.99 0.0359
2024-07-19 2024-06-30 13F CITIGROUP INC COM Common 172967424 28,568 -3,691 -11.44 1,813 -11.18 0.0419
2024-04-26 2024-03-31 13F CITIGROUP INC COM Common 172967424 32,259 -1,269 -3.78 2,040 18.33 0.0530
2024-01-30 2023-12-31 13F CITIGROUP INC COM Common 172967424 33,528 -1,708 -4.85 1,725 18.98 0.0536
2023-10-23 2023-09-30 13F CITIGROUP INC COM Common 172967424 35,236 -455 -1.27 1,449 -11.81 0.0408
2023-07-20 2023-06-30 13F CITIGROUP INC COM Common 172967424 35,691 -3,038 -7.84 1,643 164,200.00 0.0723
2023-04-27 2023-03-31 13F CITIGROUP INC COM Common 172967424 38,729 -286 -0.73 2 0.00 0.1528
2023-01-18 2022-12-31 13F CITIGROUP INC COM Common 172967424 39,015 -784 -1.97 2 -99.94 0.1301
2022-10-31 2022-09-30 13F CITIGROUP INC COM Common 172967424 39,799 -4,865 -10.89 1,658 -19.28 0.0703
2022-07-22 2022-06-30 13F CITIGROUP INC COM Common 172967424 44,664 878 2.01 2,054 -12.15 0.0575
2022-04-27 2022-03-31 13F CITIGROUP INC COM Common 172967424 43,786 -700 -1.57 2,338 -12.99 0.0578
2022-02-04 2021-12-31 13F CITIGROUP INC COM Common 172967424 44,486 -1,314 -2.87 2,687 -16.40 0.0639
2021-10-25 2021-09-30 13F CITIGROUP INC COM Common 172967424 45,800 -1,935 -4.05 3,214 -4.83 0.0860
2021-07-20 2021-06-30 13F CITIGROUP INC COM Common 172967424 47,735 -7,429 -13.47 3,377 -15.85 0.1074
2021-04-27 2021-03-31 13F CITIGROUP INC COM Common 172967424 55,164 -2,279 -3.97 4,013 13.30 0.1615
2021-02-05 2020-12-31 13F CITIGROUP INC COM Common 172967424 57,443 -5,367 -8.54 3,542 30.80 0.1496
2020-10-29 2020-09-30 13F CITIGROUP INC COM Common 172967424 62,810 -4,765 -7.05 2,708 -21.58 0.1260
2020-07-22 2020-06-30 13F CITIGROUP INC COM Common 172967424 67,575 -5,882 -8.01 3,453 11.60 0.1851
2020-05-01 2020-03-31 13F CITIGROUP INC COM Common 172967424 73,457 1,210 1.67 3,094 -46.40 0.2202
2020-01-24 2019-12-31 13F CITIGROUP INC COM Common 172967424 72,247 4,071 5.97 5,772 22.55 0.6540
2019-10-24 2019-09-30 13F CITIGROUP INC COM Common 172967424 68,176 -8,711 -11.33 4,710 -12.52 0.6128
2019-07-26 2019-06-30 13F CITIGROUP INC COM Common 172967424 76,887 3,102 4.20 5,384 17.27 0.6355
2019-04-17 2019-03-31 13F CITIGROUP INC COM Common 172967424 73,785 -8,346 -10.16 4,591 7.37 0.6171
2019-01-24 2018-12-31 13F CITIGROUP INC COM Common 172967424 82,131 1,951 2.43 4,276 -25.66 0.5926
2018-10-18 2018-09-30 13F CITIGROUP INC COM Common 172967424 80,180 -1,365 -1.67 5,752 5.41 1.1411
2018-07-23 2018-06-30 13F CITIGROUP INC COM Common 172967424 81,545 3,289 4.20 5,457 3.31 0.6693
2018-04-27 2018-03-31 13F CITIGROUP INC COM Common 172967424 78,256 -3,446 -4.22 5,282 -13.11 0.6983
2018-02-01 2017-12-31 13F CITIGROUP INC COM Common 172967424 81,702 -3,969 -4.63 6,079 -2.46 0.7627
2017-10-17 2017-09-30 13F CITIGROUP INC COM Common 172967424 85,671 -1,558 -1.79 6,232 6.82 0.7938
2017-07-27 2017-06-30 13F CITIGROUP INC COM Common 172967424 87,229 -7,853 -8.26 5,834 2.57 0.7609
2017-04-26 2017-03-31 13F CITIGROUP INC COM Common 172967424 95,082 -5,902 -5.84 5,688 -5.22 0.8040
2017-01-27 2016-12-31 13F CITIGROUP INC COM Common 172967424 100,984 2,246 2.27 6,001 28.69 0.8557
2016-10-25 2016-09-30 13F CITIGROUP INC COM Common 172967424 98,738 -11,853 -10.72 4,663 -0.53 0.6919
2016-07-15 2016-06-30 13F CITIGROUP INC COM Common 172967424 110,591 -3,892 -3.40 4,688 -1.92 0.6424
2016-04-26 2016-03-31 13F CITIGROUP INC COM Common 172967424 114,483 -3,466 -2.94 4,780 -21.69 0.6217
2016-01-21 2015-12-31 13F CITIGROUP INC COM Common 172967424 117,949 -2,781 -2.30 6,104 1.92 0.7704
2015-10-22 2015-09-30 13F CITIGROUP INC COM Common 172967424 120,730 -3,074 -2.48 5,989 -12.43 0.7946
2015-07-29 2015-06-30 13F CITIGROUP INC COM Common 172967424 123,804 -15,320 -11.01 6,839 -4.59 0.8333
2015-04-30 2015-03-31 13F CITIGROUP INC COM Common 172967424 139,124 139,124 0.00 7,168 0.7906
2015-02-04 2014-12-31 13F CITIGROUP INC COM Common 172967424 0 -162,423 -100.00 0 -100.00
2014-11-04 2014-09-30 13F CITIGROUP INC COM Common 172967424 162,423 -4,386 -2.63 8,417 7.13 0.8230
2014-07-30 2014-06-30 13F CITIGROUP INC COM Common 172967424 166,809 -26,751 -13.82 7,857 -14.72 0.7512
2014-05-02 2014-03-31 13F CITIGROUP INC COM Common 172967424 193,560 -24,483 -11.23 9,213 -18.91 0.8944
2014-02-07 2013-12-31 13F CITIGROUP INC COM Common 172967424 218,043 -13,994 -6.03 11,362 0.94 1.0227
2013-11-13 2013-09-30 13F CITIGROUP INC COM Common 172967424 232,037 14,374 6.60 11,256 7.81 1.0491
2013-08-08 2013-06-30 13F CITIGROUP INC COM Common 017296742 217,663 217,663 10,441 0.9998
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.