Citigroup Inc.
MX ˙ BMV ˙ US1729674242
SecurityMX:C / Citigroup Inc.
InstitutionZacks Investment Management
Latest Disclosed Ownership507,807 shares
Latest Disclosed Value $ 57,590,453
Zacks Investment Management reports 1.04% decrease in ownership of C / Citigroup Inc.

On May 14, 2026 - Zacks Investment Management filed a 13F-HR form disclosing ownership of 507,807 shares of Citigroup Inc. (MX:C) valued at $57,590,453 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 513,146 shares of Citigroup Inc.. This represents a change in shares of -1.04% 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)
2026-05-14 2026-03-31 13F CITIGROUP COM NEW 172967424 507,807 -5,339 -1.04 57,590 -3.82 0.3195
2026-02-17 2025-12-31 13F CITIGROUP COM NEW 172967424 513,146 -1,565 -0.30 59,879 14.62 0.4705
2025-11-14 2025-09-30 13F CITIGROUP COM NEW 172967424 514,711 -545 -0.11 52,243 19.12 0.4162
2025-08-12 2025-06-30 13F CITIGROUP COM NEW 172967424 515,256 6,857 1.35 43,859 21.52 0.3752
2025-05-14 2025-03-31 13F CITIGROUP COM NEW 172967424 508,399 7,311 1.46 36,091 2.32 0.3370
2025-02-13 2024-12-31 13F CITIGROUP COM NEW 172967424 501,088 -11,736 -2.29 35,272 9.87 0.3265
2024-11-14 2024-09-30 13F CITIGROUP COM NEW 172967424 512,824 17,685 3.57 32,103 2.17 0.2785
2024-08-14 2024-06-30 13F CITIGROUP COM NEW 172967424 495,139 13,990 2.91 31,422 3.27 0.3537
2024-05-15 2024-03-31 13F CITIGROUP COM NEW 172967424 481,149 21,176 4.60 30,428 28.60 0.3245
2024-02-14 2023-12-31 13F CITIGROUP COM NEW 172967424 459,973 -34,106 -6.90 23,661 16.43 0.2915
2023-11-14 2023-09-30 13F CITIGROUP COM NEW 172967424 494,079 -2,520 -0.51 20,321 -11.12 0.2632
2023-08-15 2023-06-30 13F/A-1 CITIGROUP COM NEW 172967424 496,599 4,537 0.92 22,863 -0.91 0.2870
2023-08-15 2023-06-30 13F CITIGROUP COM NEW 172967424 458,346 21,102
2023-05-15 2023-03-31 13F CITIGROUP COM NEW 172967424 492,062 34,399 7.52 23,073 11.46 0.3092
2023-02-14 2022-12-31 13F CITIGROUP COM NEW 172967424 457,663 -114,741 -20.05 20,700 -13.21 0.2890
2022-11-14 2022-09-30 13F CITIGROUP COM NEW 172967424 572,404 129,753 29.31 23,852 17.16 0.3812
2022-08-15 2022-06-30 13F CITIGROUP COM NEW 172967424 442,651 22,608 5.38 20,358 -9.24 0.3106
2022-05-13 2022-03-31 13F CITIGROUP COM NEW 172967424 420,043 38,621 10.13 22,431 -2.62 0.3113
2022-02-15 2021-12-31 13F CITIGROUP COM NEW 172967424 381,422 -16,634 -4.18 23,034 -17.55 0.3239
2021-11-15 2021-09-30 13F CITIGROUP COM NEW 172967424 398,056 10,793 2.79 27,936 1.96 0.4410
2021-08-16 2021-06-30 13F CITIGROUP COM NEW 172967424 387,263 20,406 5.56 27,399 2.66 0.4435
2021-05-17 2021-03-31 13F CITIGROUP COM NEW 172967424 366,857 -11,262 -2.98 26,689 14.47 0.4750
2021-02-16 2020-12-31 13F CITIGROUP COM NEW 172967424 378,119 -33,061 -8.04 23,315 31.53 0.4303
2020-11-16 2020-09-30 13F CITIGROUP COM NEW 172967424 411,180 17,455 4.43 17,726 -11.89 0.3592
2020-08-14 2020-06-30 13F CITIGROUP COM NEW 172967424 393,725 -9,357 -2.32 20,119 18.50 0.4424
2020-05-15 2020-03-31 13F CITIGROUP COM NEW 172967424 403,082 4,160 1.04 16,978 -46.73 0.4164
2020-02-14 2019-12-31 13F CITIGROUP COM NEW 172967424 398,922 183,482 85.17 31,870 183.87 0.5969
2014-02-13 2013-12-31 13F CITIGROUP COM NEW 172967424 215,440 -18,156 -7.77 11,227 -0.93 0.4427
2013-11-14 2013-09-30 13F/A-1 CITIGROUP COM NEW 172967424 233,596 -13,683 -5.53 11,332 -4.47 0.4899
2013-11-13 2013-09-30 13F CITIGROUP COM NEW 172967424 232,255 11,332
2013-08-13 2013-06-30 13F CITIGROUP COM NEW 172967424 247,279 247,279 11,862 0.5444
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.