Citigroup Inc.
MX ˙ BMV ˙ US1729674242
SecurityMX:C / Citigroup Inc.
InstitutionMercer Global Advisors Inc /adv
Latest Disclosed Ownership657,994 shares
Latest Disclosed Value $ 74,623,080
Mercer Global Advisors Inc /adv reports 6.51% increase in ownership of C / Citigroup Inc.

On May 15, 2026 - Mercer Global Advisors Inc /adv filed a 13F-HR form disclosing ownership of 657,994 shares of Citigroup Inc. (MX:C) valued at $74,623,080 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 617,800 shares of Citigroup Inc.. This represents a change in shares of 6.51% 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)
2026-05-15 2026-03-31 13F CITIGROUP COM NEW 172967424 657,994 40,194 6.51 74,623 3.51 0.1104
2026-02-17 2025-12-31 13F CITIGROUP COM NEW 172967424 617,800 111,855 22.11 72,091 40.38 0.1099
2025-11-14 2025-09-30 13F CITIGROUP COM NEW 172967424 505,945 107,008 26.82 51,353 51.23 0.0857
2025-08-14 2025-06-30 13F CITIGROUP COM NEW 172967424 398,937 133,200 50.12 33,958 80.01 0.0692
2025-05-15 2025-03-31 13F CITIGROUP COM NEW 172967424 265,737 44,084 19.89 18,865 20.91 0.0433
2025-02-14 2024-12-31 13F CITIGROUP COM NEW 172967424 221,653 -33,016 -12.96 15,602 -1.18 0.0381
2024-11-14 2024-09-30 13F CITIGROUP COM NEW 172967424 254,669 23,552 10.19 15,789 47.51 0.0370
2024-08-12 2024-06-30 13F CITIGROUP COM NEW 172967424 231,117 39,725 20.76 10,705 89,100.00 0.0292
2024-05-15 2024-03-31 13F CITIGROUP COM NEW 172967424 191,392 77,015 67.33 12 140.00 0.0344
2024-02-15 2023-12-31 13F CITIGROUP COM NEW 172967424 114,377 -17,843 -13.49 6 0.00 0.0177
2023-11-15 2023-09-30 13F/A-1 CITIGROUP COM NEW 172967424 132,220 -84,665 -39.04 5 -44.44 0.0207
2023-11-14 2023-09-30 13F CITIGROUP COM NEW 172967424 132,220 -84,665 5 0.0206
2023-08-14 2023-06-30 13F CITIGROUP COM NEW 172967424 216,885 -28,537 -11.63 10 -18.18 0.0396
2023-05-16 2023-03-31 13F CITIGROUP COM NEW 172967424 245,422 4,008 1.66 12 10.00 0.0523
2023-02-09 2022-12-31 13F CITIGROUP COM NEW 172967424 241,414 23,137 10.60 11 -99.89 0.0547
2022-11-15 2022-09-30 13F CITIGROUP COM NEW 172967424 218,277 12,862 6.26 9,096 -3.71 0.0540
2022-08-10 2022-06-30 13F CITIGROUP COM NEW 172967424 205,415 14,849 7.79 9,446 -7.17 0.0578
2022-05-10 2022-03-31 13F CITIGROUP COM NEW 172967424 190,566 23,228 13.88 10,176 0.69 0.0599
2022-02-04 2021-12-31 13F CITIGROUP COM NEW 172967424 167,338 8,950 5.65 10,106 -9.09 0.0624
2021-11-10 2021-09-30 13F CITIGROUP COM NEW 172967424 158,388 8,876 5.94 11,116 5.09 0.0776
2021-08-10 2021-06-30 13F CITIGROUP COM NEW 172967424 149,512 13,687 10.08 10,578 7.05 0.0814
2021-08-10 2021-03-31 13F/A-1 CITIGROUP COM NEW 172967424 135,825 85,550 170.16 9,881 218.74 0.0899
2021-05-11 2021-03-31 13F CITIGROUP COM NEW 172967424 135,825 85,550 9,881 0.0946
2021-02-12 2020-12-31 13F CITIGROUP COM NEW 172967424 50,275 425 0.85 3,100 44.25 0.0387
2020-12-10 2020-09-30 13F CITIGROUP COM NEW 172967424 49,850 -173 -0.35 2,149 -15.92 0.0323
2020-08-10 2020-06-30 13F CITIGROUP INC COM 172967424 50,023 -12,820 -20.40 2,556 -3.44 0.0464
2020-05-18 2020-03-31 13F CITIGROUP INC COM 172967424 62,843 27,024 75.45 2,647 -7.51 0.0583
2020-02-13 2019-12-31 13F CITIGROUP INC COM COM 172967424 35,819 210 0.59 2,862 16.39 0.0572
2019-11-12 2019-09-30 13F CITIGROUP INC COM COM 172967424 35,609 3,749 11.77 2,459 10.22 0.0578
2019-08-14 2019-06-30 13F CITIGROUP INC COM COM 172967424 31,860 1,421 4.67 2,231 17.79 0.0591
2019-04-23 2019-03-31 13F/A-1 CITIGROUP INC COM COM 172967424 30,439 30,439 1,894 0.0681
2019-04-12 2019-03-31 13F CITIGROUP INC COM COM 172967424 18,254 950 0.0506
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.