Citigroup Inc.
MX ˙ BMV ˙ US1729674242
SecurityMX:C / Citigroup Inc.
InstitutionSavant Capital, LLC
Latest Disclosed Ownership40,326 shares
Latest Disclosed Value $ 4,573,425
Savant Capital, LLC reports 26.10% increase in ownership of C / Citigroup Inc.

On May 4, 2026 - Savant Capital, LLC filed a 13F-HR form disclosing ownership of 40,326 shares of Citigroup Inc. (MX:C) valued at $4,573,425 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 31,980 shares of Citigroup Inc.. This represents a change in shares of 26.10% 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)
2026-05-04 2026-03-31 13F CITIGROUP COM NEW 172967424 40,326 8,346 26.10 4,573 22.57 0.0221
2026-02-10 2025-12-31 13F CITIGROUP COM NEW 172967424 31,980 2,581 8.78 3,732 25.03 0.0212
2026-03-04 2025-09-30 13F/A-1 CITIGROUP COM NEW 172967424 29,399 -805 -2.67 2,984 16.11 0.0181
2025-11-05 2025-09-30 13F CITIGROUP COM NEW 172967424 127,325 1,490 12,924 0.0684
2026-03-04 2025-06-30 13F/A-1 CITIGROUP COM NEW 172967424 30,204 2,533 9.15 2,571 30.86 0.0185
2025-08-06 2025-06-30 13F CITIGROUP COM NEW 172967424 125,835 -21,900 10,711 0.0664
2026-03-04 2025-03-31 13F/A-1 CITIGROUP COM NEW 172967424 27,671 -55,295 -66.65 1,964 -66.36 0.0166
2025-05-08 2025-03-31 13F CITIGROUP COM NEW 172967424 147,735 64,769 10,488 0.0761
2025-01-29 2024-12-31 13F CITIGROUP COM NEW 172967424 82,966 -1,263 -1.50 5,840 10.75 0.0459
2024-11-04 2024-09-30 13F CITIGROUP COM NEW 172967424 84,229 10,098 13.62 5,273 12.07 0.0438
2024-08-05 2024-06-30 13F CITIGROUP COM NEW 172967424 74,131 -19,301 -20.66 4,704 -20.38 0.0471
2024-05-06 2024-03-31 13F CITIGROUP COM NEW 172967424 93,432 68,135 269.34 5,909 354.11 0.0678
2024-02-05 2023-12-31 13F CITIGROUP COM NEW 172967424 25,297 3,374 15.39 1,301 44.40 0.0168
2023-11-07 2023-09-30 13F CITIGROUP COM NEW 172967424 21,923 -3,531 -13.87 902 -23.06 0.0135
2023-08-04 2023-06-30 13F CITIGROUP COM NEW 172967424 25,454 4,778 23.11 1,172 20.85 0.0183
2023-05-03 2023-03-31 13F CITIGROUP COM NEW 172967424 20,676 1,505 7.85 969 14.27 0.0181
2023-02-13 2022-12-31 13F/A-1 CITIGROUP COM NEW 172967424 19,171 -1,773 -8.47 849 -2.86 0.0207
2023-02-07 2022-12-31 13F CITIGROUP COM NEW 172967424 19,171 -1,773 849 0.0207
2022-10-31 2022-09-30 13F CITIGROUP COM NEW 172967424 20,944 -2,954 -12.36 873 -20.56 0.0272
2022-07-22 2022-06-30 13F CITIGROUP COM NEW 172967424 23,898 5,071 26.93 1,099 9.35 0.0333
2022-05-05 2022-03-31 13F CITIGROUP COM NEW 172967424 18,827 -5,917 -23.91 1,005 -32.73 0.0329
2022-02-08 2021-12-31 13F CITIGROUP COM NEW 172967424 24,744 3,485 16.39 1,494 0.13 0.0483
2021-11-12 2021-09-30 13F CITIGROUP COM NEW 172967424 21,259 5,106 31.61 1,492 30.53 0.0544
2021-08-04 2021-06-30 13F CITIGROUP COM NEW 172967424 16,153 938 6.16 1,143 3.25 0.0461
2021-05-04 2021-03-31 13F CITIGROUP COM NEW 172967424 15,215 639 4.38 1,107 23.14 0.0593
2021-02-03 2020-12-31 13F CITIGROUP COM NEW 172967424 14,576 -1,069 -6.83 899 33.38 0.0523
2020-11-04 2020-09-30 13F CITIGROUP COM NEW 172967424 15,645 214 1.39 674 -14.58 0.0461
2020-08-11 2020-06-30 13F CITIGROUP COM NEW 172967424 15,431 -306 -1.94 789 19.00 0.0597
2020-04-30 2020-03-31 13F CITIGROUP COM NEW 172967424 15,737 2,383 17.84 663 -37.86 0.0629
2020-01-31 2019-12-31 13F CITIGROUP COM NEW 172967424 13,354 -17 -0.13 1,067 15.48 0.1308
2019-11-12 2019-09-30 13F CITIGROUP COM NEW 172967424 13,371 152 1.15 924 -0.22 0.1283
2019-08-06 2019-06-30 13F CITIGROUP COM NEW 172967424 13,219 92 0.70 926 13.34 0.1305
2019-05-02 2019-03-31 13F CITIGROUP COM NEW 172967424 13,127 -28 -0.21 817 19.27 0.1534
2019-02-05 2018-12-31 13F CITIGROUP COM NEW 172967424 13,155 -481 -3.53 685 -29.96 0.1434
2018-10-22 2018-09-30 13F CITIGROUP COM NEW 172967424 13,636 263 1.97 978 9.27 0.1756
2018-08-07 2018-06-30 13F CITIGROUP COM NEW 172967424 13,373 -513 -3.69 895 -4.48 0.1911
2018-04-27 2018-03-31 13F CITIGROUP COM NEW 172967424 13,886 -1,588 -10.26 937 -18.59 0.1976
2018-01-30 2017-12-31 13F CITIGROUP COM NEW 172967424 15,474 2,209 16.65 1,151 19.27 0.2421
2017-10-31 2017-09-30 13F CITIGROUP COM NEW 172967424 13,265 123 0.94 965 9.78 0.2165
2017-08-03 2017-06-30 13F CITIGROUP COM NEW 172967424 13,142 -250 -1.87 879 9.74 0.2076
2017-05-09 2017-03-31 13F CITIGROUP COM NEW 172967424 13,392 365 2.80 801 3.49 0.1980
2017-01-11 2016-12-31 13F CITIGROUP COM NEW 172967424 13,027 480 3.83 774 30.52 0.2079
2016-10-28 2016-09-30 13F CITIGROUP COM NEW 172967424 12,547 228 1.85 593 13.60 0.1630
2016-07-28 2016-06-30 13F CITIGROUP COM NEW 172967424 12,319 297 2.47 522 3.98 0.1493
2016-05-11 2016-03-31 13F CITIGROUP COM NEW 172967424 12,022 -464 -3.72 502 -22.29 0.1525
2016-02-02 2015-12-31 13F CITIGROUP COM NEW 172967424 12,486 573 4.81 646 9.31 0.2015
2015-11-06 2015-09-30 13F CITIGROUP COM NEW 172967424 11,913 377 3.27 591 -7.22 0.2116
2015-08-11 2015-06-30 13F CITIGROUP COM NEW 172967424 11,536 123 1.08 637 8.33 0.2143
2015-05-13 2015-03-31 13F CITIGROUP COM NEW 172967424 11,413 37 0.33 588 -4.55 0.2082
2015-02-09 2014-12-31 13F CITIGROUP COM NEW 172967424 11,376 -60 -0.52 616 3.88 0.2333
2014-10-28 2014-09-30 13F CITIGROUP COM NEW 172967424 11,436 180 1.60 593 11.89 0.2521
2014-08-05 2014-06-30 13F CITIGROUP COM NEW 172967424 11,256 -1,200 -9.63 530 -10.62 0.2292
2014-05-13 2014-03-31 13F CITIGROUP COM NEW 172967424 12,456 12,456 593 0.2747
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.