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Equibles

CITIGROUP INC

Position in CG — Carlyle Group Inc.

CIK 831001 NEW YORK, NY
Back to CG Full portfolio

Position in CG

as of Jun 30, 2026 · filed Aug 3, 2026
Position Value
$10,535,457
+$2,534,172 QoQ
Shares Held
250,189
+51.3% QoQ
Ownership
0.070%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#81
of 584 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in CG Over Time

Shares Held

Position Value (USD)

Derivatives in CG

reported options exposure · as of Jun 30, 2023
CallValue
$1,996,875
CallShares
62,500
PutValue
$1,996,875
PutShares
62,500

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Asset Management

Financial Services · as of Jun 30, 2026

CITIGROUP INC holds $1,387,084,162 across 112 Asset Management names. CG ranks #19 (0.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 RJF
Raymond James Financial Inc
 1,311,746 $199,424,744
2 BLK
BlackRock, Inc.
 175,232 $168,496,080
3 TROW
Price T Rowe Group Inc
 1,374,778 $156,298,510
4 BX
Blackstone Inc.
 1,225,373 $144,189,639
5 ARES
Ares Management Corp
 988,889 $110,073,233
6 KKR
KKR & Co. Inc.
 1,026,749 $94,235,022
7 APO
Apollo Global Management, Inc.
 696,888 $82,448,817
8 STT
State Street Corp
 392,837 $66,625,154

All Filings in CG

Export CSV
36 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $10,535,457 250,189
2026-03-31 $8,001,285 165,350
2025-12-31 $10,215,744 172,826
2025-09-30 $7,618,425 121,506
2025-06-30 $5,484,841 106,709
2025-03-31 $27,175,747 623,440
2024-12-31 $5,386,221 106,679
2024-09-30 $3,735,411 86,749
2024-06-30 $2,766,775 68,911
2024-03-31 $2,742,309 58,459
2023-12-31 $2,846,060 69,945
2023-09-30 $3,546,059 117,575
2023-06-30 $6,796,850 212,734
2023-06-30 $1,996,875 62,500
2023-06-30 $1,996,875 62,500
2023-03-31 $3,557,642 114,541
2022-12-31 $3,483,758 116,748
2022-09-30 $3,299,147 127,676
2022-06-30 $8,519,862 269,105
2022-03-31 $8,213,161 167,924
2021-12-31 $8,037,798 146,408
2021-09-30 $6,534,851 138,216
2021-06-30 $7,046,738 151,608
2021-03-31 $4,507,914 122,631
2020-12-31 $72,312 2,300
2020-12-31 $3,236,275 102,935
2020-12-31 $37,728 1,200
2020-09-30 $224,497 9,100
2020-09-30 $59,208 2,400
2020-09-30 $6,004,010 243,373
2020-06-30 $30,690 1,100
2020-06-30 $4,186,951 150,070
2020-06-30 $401,760 14,400
2020-03-31 $383,205 17,700
2020-03-31 $397,732 18,371
2020-03-31 $64,950 3,000