Citadel Advisors’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $372M | Buy |
2,260,500
+149,700
| +7% | +$25.9M | 0.06% | 248 |
|
|
2025
Q4 | $375M | Sell |
2,110,800
-318,300
| -13% | -$53.1M | 0.06% | 265 |
|
|
2025
Q3 | $386M | Sell |
2,429,100
-192,400
| -7% | -$28.4M | 0.06% | 255 |
|
|
2025
Q2 | $369M | Buy |
2,621,500
+86,900
| +3% | +$10.7M | 0.06% | 218 |
|
|
2025
Q1 | $296M | Buy |
2,534,600
+641,800
| +34% | +$82.7M | 0.06% | 256 |
|
|
2024
Q4 | $238M | Buy |
1,892,800
+110,000
| +6% | +$13.5M | 0.04% | 336 |
|
|
2024
Q3 | $186M | Sell |
1,782,800
-1,018,200
| -36% | -$103M | 0.04% | 391 |
|
|
2024
Q2 | $272M | Sell |
2,801,000
-904,800
| -24% | -$86.1M | 0.06% | 261 |
|
|
2024
Q1 | $349M | Sell |
3,705,800
-3,172,100
| -46% | -$279M | 0.07% | 206 |
|
|
2023
Q4 | $641M | Buy |
6,877,900
+3,522,200
| +105% | +$282M | 0.13% | 82 |
|
|
2023
Q3 | $274M | Buy |
3,355,700
+141,600
| +4% | +$12.3M | 0.06% | 223 |
|
|
2023
Q2 | $274M | Sell |
3,214,100
-943,200
| -23% | -$80.7M | 0.06% | 207 |
|
|
2023
Q1 | $365M | Buy |
4,157,300
+791,200
| +24% | +$73.8M | 0.08% | 150 |
|
|
2022
Q4 | $286M | Sell |
3,366,100
-296,500
| -8% | -$25.3M | 0.07% | 215 |
|
|
2022
Q3 | $289M | Buy |
3,662,600
+276,800
| +8% | +$23.3M | 0.07% | 196 |
|
|
2022
Q2 | $258M | Buy |
3,385,800
+102,800
| +3% | +$8.42M | 0.07% | 213 |
|
|
2022
Q1 | $287M | Buy |
3,283,000
+764,360
| +30% | +$73.7M | 0.06% | 225 |
|
|
2021
Q4 | $247M | Sell |
2,518,640
-2,147,980
| -46% | -$214M | 0.05% | 272 |
|
|
2021
Q3 | $454M | Buy |
4,666,620
+893,824
| +24% | +$88.6M | 0.09% | 136 |
|
|
2021
Q2 | $346M | Buy |
3,772,796
+1,446,196
| +62% | +$124M | 0.08% | 153 |
|
|
2021
Q1 | $181M | Sell |
2,326,600
-238,732
| -9% | -$18.3M | 0.04% | 326 |
|
|
2020
Q4 | $176M | Buy |
2,565,332
+999,632
| +64% | +$57.4M | 0.05% | 308 |
|
|
2020
Q3 | $75.7M | Sell |
1,565,700
-460,800
| -23% | -$23.2M | 0.02% | 613 |
|
|
2020
Q2 | $97.9M | Sell |
2,026,500
-172,700
| -8% | -$7.25M | 0.03% | 420 |
|
|
2020
Q1 | $74.8M | Buy |
2,199,200
+510,900
| +30% | +$24.1M | 0.03% | 456 |
|
|
2019
Q4 | $86.3M | Sell |
1,688,300
-971,100
| -37% | -$46M | 0.04% | 467 |
|
|
2019
Q3 | $113M | Buy |
2,659,400
+587,500
| +28% | +$25.1M | 0.05% | 352 |
|
|
2019
Q2 | $90.8M | Sell |
2,071,900
-201,600
| -9% | -$8.99M | 0.04% | 432 |
|
|
2019
Q1 | $95.9M | Buy |
2,273,500
+320,300
| +16% | +$13.5M | 0.05% | 379 |
|
|
2018
Q4 | $77.4M | Sell |
1,953,200
-1,083,300
| -36% | -$47.3M | 0.04% | 421 |
|
|
2018
Q3 | $141M | Buy |
3,036,500
+1,534,800
| +102% | +$74.9M | 0.06% | 285 |
|
|
2018
Q2 | $71.2M | Buy |
1,501,700
+850,200
| +130% | +$44.4M | 0.04% | 515 |
|
|
2018
Q1 | $35.2M | Buy |
651,500
+7,800
| +1% | +$432K | 0.02% | 766 |
|
|
2017
Q4 | $33.8M | Sell |
643,700
-401,200
| -38% | -$20.3M | 0.02% | 840 |
|
|
2017
Q3 | $50.3M | Sell |
1,044,900
-316,400
| -23% | -$14.7M | 0.04% | 548 |
|
|
2017
Q2 | $60.7M | Sell |
1,361,300
-10,300
| -0.8% | -$444K | 0.05% | 404 |
|
|
2017
Q1 | $58.8M | Sell |
1,371,600
-60,200
| -4% | -$2.67M | 0.05% | 375 |
|
|
2016
Q4 | $60.5M | Buy |
1,431,800
+214,500
| +18% | +$8.11M | 0.06% | 306 |
|
|
2016
Q3 | $39M | Buy |
1,217,300
+89,100
| +8% | +$2.66M | 0.04% | 502 |
|
|
2016
Q2 | $29.3M | Buy |
1,128,200
+203,700
| +22% | +$5.33M | 0.03% | 564 |
|
|
2016
Q1 | $23.1M | Buy |
924,500
+473,600
| +105% | +$12.1M | 0.03% | 673 |
|
|
2015
Q4 | $14.3M | Buy |
450,900
+87,900
| +24% | +$2.92M | 0.02% | 1036 |
|
|
2015
Q3 | $11.4M | Sell |
363,000
-277,200
| -43% | -$10.1M | 0.01% | 1254 |
|
|
2015
Q2 | $24.8M | Buy |
640,200
+200,200
| +46% | +$7.62M | 0.02% | 867 |
|
|
2015
Q1 | $15.7M | Sell |
440,000
-187,700
| -30% | -$6.73M | 0.01% | 1129 |
|
|
2014
Q4 | $24.4M | Buy |
627,700
+129,500
| +26% | +$4.61M | 0.02% | 814 |
|
|
2014
Q3 | $17.2M | Buy |
498,200
+117,700
| +31% | +$3.92M | 0.02% | 992 |
|
|
2014
Q2 | $12.3M | Sell |
380,500
-111,900
| -23% | -$3.45M | 0.01% | 1111 |
|
|
2014
Q1 | $15.3M | Sell |
492,400
-28,300
| -5% | -$874K | 0.02% | 998 |
|
|
2013
Q4 | $16.3M | Sell |
520,700
-172,600
| -25% | -$5.13M | 0.02% | 919 |
|
|
2013
Q3 | $18.7M | Sell |
693,300
-329,100
| -32% | -$8.83M | 0.03% | 747 |
|
|
2013
Q2 | $25M | Buy |
+1,022,400
| New | +$24.2M | 0.04% | 537 |
|
Other funds holding MS
VCM
VPM
Citadel Advisors's MS Position: Q1 2026 in Review
Citadel Advisors reduced its Morgan Stanley (MS) stake by 45% in Q1 2026, selling an estimated $398M and leaving 2,865,020 shares worth $471M. The position accounts for 0.08% of the portfolio, ranked #194.
Citadel Advisors first reported a position in MS in Q2 2013 and has held it in 51 quarters since. The position peaked at $920M in Q3 2018. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.
- Citadel Advisors held 2,865,020 shares of Morgan Stanley worth $471M as of Q1 2026.
- Citadel Advisors sold 2,297,374 Morgan Stanley shares in Q1 2026, an estimated $398M.
- Morgan Stanley made up 0.08% of Citadel Advisors's portfolio in Q1 2026, its #194 holding.
- Citadel Advisors first reported a position in Morgan Stanley in Q2 2013 and has held it in 51 quarters since.
- Citadel Advisors's Morgan Stanley position peaked at $920M in Q3 2018.
- 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.
Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.