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 | $355M | Buy |
2,155,600
+224,800
| +12% | +$38.9M | 0.06% | 262 |
|
|
2025
Q4 | $343M | Sell |
1,930,800
-992,400
| -34% | -$166M | 0.05% | 289 |
|
|
2025
Q3 | $465M | Buy |
2,923,200
+332,700
| +13% | +$49.1M | 0.07% | 206 |
|
|
2025
Q2 | $365M | Sell |
2,590,500
-4,700
| -0.2% | -$577K | 0.06% | 223 |
|
|
2025
Q1 | $303M | Buy |
2,595,200
+238,800
| +10% | +$30.8M | 0.06% | 252 |
|
|
2024
Q4 | $296M | Sell |
2,356,400
-244,400
| -9% | -$30.1M | 0.05% | 266 |
|
|
2024
Q3 | $271M | Sell |
2,600,800
-558,600
| -18% | -$56.3M | 0.05% | 270 |
|
|
2024
Q2 | $307M | Buy |
3,159,400
+300
| +0% | +$28.6K | 0.06% | 230 |
|
|
2024
Q1 | $297M | Sell |
3,159,100
-1,421,000
| -31% | -$125M | 0.06% | 240 |
|
|
2023
Q4 | $427M | Buy |
4,580,100
+1,917,100
| +72% | +$153M | 0.09% | 134 |
|
|
2023
Q3 | $217M | Sell |
2,663,000
-401,600
| -13% | -$34.9M | 0.05% | 290 |
|
|
2023
Q2 | $262M | Buy |
3,064,600
+230,600
| +8% | +$19.7M | 0.05% | 228 |
|
|
2023
Q1 | $249M | Sell |
2,834,000
-686,500
| -20% | -$64.1M | 0.05% | 242 |
|
|
2022
Q4 | $299M | Sell |
3,520,500
-100,200
| -3% | -$8.54M | 0.07% | 201 |
|
|
2022
Q3 | $286M | Buy |
3,620,700
+26,100
| +0.7% | +$2.2M | 0.07% | 200 |
|
|
2022
Q2 | $273M | Sell |
3,594,600
-423,700
| -11% | -$34.7M | 0.07% | 192 |
|
|
2022
Q1 | $351M | Buy |
4,018,300
+463,144
| +13% | +$44.7M | 0.07% | 174 |
|
|
2021
Q4 | $349M | Buy |
3,555,156
+390,016
| +12% | +$38.9M | 0.07% | 171 |
|
|
2021
Q3 | $308M | Buy |
3,165,140
+1,072,450
| +51% | +$106M | 0.06% | 208 |
|
|
2021
Q2 | $192M | Buy |
2,092,690
+633,460
| +43% | +$54.3M | 0.04% | 337 |
|
|
2021
Q1 | $113M | Sell |
1,459,230
-803,370
| -36% | -$61.6M | 0.03% | 528 |
|
|
2020
Q4 | $155M | Sell |
2,262,600
-1,778,300
| -44% | -$102M | 0.04% | 355 |
|
|
2020
Q3 | $195M | Sell |
4,040,900
-185,500
| -4% | -$9.34M | 0.06% | 201 |
|
|
2020
Q2 | $204M | Buy |
4,226,400
+1,972,000
| +87% | +$82.8M | 0.07% | 177 |
|
|
2020
Q1 | $76.7M | Sell |
2,254,400
-61,100
| -3% | -$2.88M | 0.03% | 445 |
|
|
2019
Q4 | $118M | Sell |
2,315,500
-63,600
| -3% | -$3.01M | 0.05% | 331 |
|
|
2019
Q3 | $102M | Buy |
2,379,100
+52,600
| +2% | +$2.25M | 0.05% | 395 |
|
|
2019
Q2 | $102M | Sell |
2,326,500
-1,223,700
| -34% | -$54.6M | 0.05% | 390 |
|
|
2019
Q1 | $150M | Buy |
3,550,200
+127,600
| +4% | +$5.37M | 0.07% | 225 |
|
|
2018
Q4 | $136M | Sell |
3,422,600
-138,000
| -4% | -$6.02M | 0.07% | 227 |
|
|
2018
Q3 | $166M | Buy |
3,560,600
+285,900
| +9% | +$14M | 0.07% | 235 |
|
|
2018
Q2 | $155M | Buy |
3,274,700
+1,661,200
| +103% | +$86.8M | 0.08% | 226 |
|
|
2018
Q1 | $87.1M | Sell |
1,613,500
-1,014,700
| -39% | -$56.2M | 0.05% | 374 |
|
|
2017
Q4 | $138M | Buy |
2,628,200
+823,800
| +46% | +$41.7M | 0.08% | 221 |
|
|
2017
Q3 | $86.9M | Sell |
1,804,400
-217,900
| -11% | -$10.1M | 0.07% | 302 |
|
|
2017
Q2 | $90.1M | Buy |
2,022,300
+155,600
| +8% | +$6.71M | 0.08% | 269 |
|
|
2017
Q1 | $80M | Buy |
1,866,700
+352,900
| +23% | +$15.7M | 0.07% | 256 |
|
|
2016
Q4 | $64M | Buy |
1,513,800
+92,400
| +7% | +$3.49M | 0.06% | 294 |
|
|
2016
Q3 | $45.6M | Buy |
1,421,400
+371,900
| +35% | +$11.1M | 0.05% | 429 |
|
|
2016
Q2 | $27.3M | Buy |
1,049,500
+258,600
| +33% | +$6.76M | 0.03% | 602 |
|
|
2016
Q1 | $19.8M | Buy |
790,900
+225,800
| +40% | +$5.76M | 0.03% | 749 |
|
|
2015
Q4 | $18M | Buy |
565,100
+70,500
| +14% | +$2.34M | 0.02% | 897 |
|
|
2015
Q3 | $15.6M | Buy |
494,600
+218,600
| +79% | +$7.96M | 0.01% | 1060 |
|
|
2015
Q2 | $10.7M | Sell |
276,000
-235,100
| -46% | -$8.95M | 0.01% | 1426 |
|
|
2015
Q1 | $18.2M | Sell |
511,100
-62,100
| -11% | -$2.23M | 0.02% | 1029 |
|
|
2014
Q4 | $22.2M | Buy |
573,200
+122,200
| +27% | +$4.35M | 0.02% | 867 |
|
|
2014
Q3 | $15.6M | Buy |
451,000
+31,600
| +8% | +$1.05M | 0.02% | 1063 |
|
|
2014
Q2 | $13.6M | Sell |
419,400
-373,900
| -47% | -$11.5M | 0.02% | 1052 |
|
|
2014
Q1 | $24.7M | Buy |
793,300
+153,600
| +24% | +$4.75M | 0.03% | 709 |
|
|
2013
Q4 | $20.1M | Sell |
639,700
-185,600
| -22% | -$5.52M | 0.03% | 802 |
|
|
2013
Q3 | $22.2M | Sell |
825,300
-88,600
| -10% | -$2.38M | 0.03% | 671 |
|
|
2013
Q2 | $22.3M | Buy |
+913,900
| New | +$21.7M | 0.04% | 599 |
|
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.