Citadel Advisors’s MSCI MSCI Stock Holding History

Citadel Advisors’s Portfolio MSCI Stock Details MSCI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$11.5M	Buy	21,400 +2,500	+13%	+$1.41M	﹤0.01%	3057
2025 Q4	$10.8M	Sell	18,900 -17,300	-48%	-$9.7M	﹤0.01%	3156
2025 Q3	$20.5M	Sell	36,200 -66,600	-65%	-$37.6M	﹤0.01%	2298
2025 Q2	$59.3M	Buy	102,800 +73,100	+246%	+$40.5M	0.01%	1110
2025 Q1	$16.8M	Buy	29,700 +1,200	+4%	+$698K	﹤0.01%	2227
2024 Q4	$17.1M	Buy	28,500 +10,600	+59%	+$6.36M	﹤0.01%	2340
2024 Q3	$10.4M	Sell	17,900 -48,100	-73%	-$26.1M	﹤0.01%	2839
2024 Q2	$31.8M	Buy	66,000 +41,700	+172%	+$20.7M	0.01%	1555
2024 Q1	$13.6M	Sell	24,300 -19,500	-45%	-$11M	﹤0.01%	2526
2023 Q4	$24.8M	Sell	43,800 -3,000	-6%	-$1.55M	0.01%	1804
2023 Q3	$24M	Buy	46,800 +31,900	+214%	+$16.8M	0.01%	1673
2023 Q2	$6.99M	Sell	14,900 -9,300	-38%	-$4.54M	﹤0.01%	3159
2023 Q1	$13.5M	Sell	24,200 -21,200	-47%	-$11.2M	﹤0.01%	2417
2022 Q4	$21.1M	Sell	45,400 -54,700	-55%	-$25.5M	﹤0.01%	1915
2022 Q3	$42.2M	Buy	100,100 +6,100	+6%	+$2.79M	0.01%	1202
2022 Q2	$38.7M	Buy	94,000 +28,700	+44%	+$12.5M	0.01%	1220
2022 Q1	$32.8M	Buy	65,300 +18,400	+39%	+$9.54M	0.01%	1460
2021 Q4	$28.7M	Sell	46,900 -94,400	-67%	-$59.2M	0.01%	1647
2021 Q3	$86M	Buy	141,300 +49,600	+54%	+$30.3M	0.02%	740
2021 Q2	$48.9M	Sell	91,700 -17,800	-16%	-$8.48M	0.01%	1146
2021 Q1	$45.9M	Buy	109,500 +68,000	+164%	+$28.6M	0.01%	1109
2020 Q4	$18.5M	Sell	41,500 -40,900	-50%	-$16M	﹤0.01%	1887
2020 Q3	$29.4M	Sell	82,400 -30,300	-27%	-$11M	0.01%	1246
2020 Q2	$37.6M	Buy	112,700 +66,200	+142%	+$21.4M	0.01%	988
2020 Q1	$13.4M	Sell	46,500 -162,400	-78%	-$46M	0.01%	1577
2019 Q4	$53.9M	Sell	208,900 -289,800	-58%	-$70.7M	0.02%	729
2019 Q3	$109M	Buy	498,700 +141,600	+40%	+$32.8M	0.05%	363
2019 Q2	$85.3M	Buy	357,100 +291,200	+442%	+$65.3M	0.04%	466
2019 Q1	$13.1M	Buy	65,900 +24,400	+59%	+$4.25M	0.01%	1752
2018 Q4	$6.12M	Buy	41,500 +24,800	+149%	+$3.77M	﹤0.01%	2509
2018 Q3	$2.96M	Buy	16,700 +3,800	+29%	+$660K	﹤0.01%	3758
2018 Q2	$2.13M	Buy	12,900 +3,500	+37%	+$552K	﹤0.01%	4014
2018 Q1	$1.41M	Sell	9,400 -7,700	-45%	-$1.1M	﹤0.01%	4280
2017 Q4	$2.16M	Buy	17,100 +10,300	+151%	+$1.29M	﹤0.01%	3529
2017 Q3	$795K	Sell	6,800 -600	-8%	-$66.6K	﹤0.01%	4633
2017 Q2	$762K	Sell	7,400 -15,300	-67%	-$1.54M	﹤0.01%	4512
2017 Q1	$2.21M	Buy	+22,700	New	+$2.06M	﹤0.01%	2969
2016 Q4	–	Sell	-2,400	Closed	-$201K	–	7631
2016 Q3	$201K	Buy	+2,400	New	+$204K	﹤0.01%	6302
2016 Q2	–	Sell	-5,200	Closed	-$385K	–	7184
2016 Q1	$385K	Sell	5,200 -2,000	-28%	-$138K	﹤0.01%	4767
2015 Q4	$519K	Buy	7,200 +3,000	+71%	+$201K	﹤0.01%	4423
2015 Q3	$250K	Buy	4,200 +300	+8%	+$18.9K	﹤0.01%	5827
2015 Q2	$240K	Buy	3,900 +2,400	+160%	+$149K	﹤0.01%	6071
2015 Q1	$92K	Buy	+1,500	New	+$83.7K	﹤0.01%	6900
2014 Q1	–	Sell	-7,200	Closed	-$315K	–	7951
2013 Q4	$315K	Buy	7,200 +5,300	+279%	+$223K	﹤0.01%	4551
2013 Q3	$76K	Hold	1,900	–	–	﹤0.01%	5543
2013 Q2	$63K	Buy	+1,900	New	+$64.1K	﹤0.01%	5529

Other funds holding MSCI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Citadel Advisors's MSCI Position: Q1 2026 in Review

Citadel Advisors increased its MSCI (MSCI) stake by 52% in Q1 2026, buying an estimated $146M and bringing the position to 755,002 shares worth $407M. The position accounts for 0.07% of the portfolio, ranked #223.

Citadel Advisors first reported a position in MSCI in Q2 2013 and has held it in 44 quarters since. 1,056 funds tracked by Wall St. Rank hold MSCI as of Q1 2026.

Citadel Advisors held 755,002 shares of MSCI worth $407M as of Q1 2026.
Citadel Advisors bought 258,126 MSCI shares in Q1 2026, an estimated $146M.
MSCI made up 0.07% of Citadel Advisors's portfolio in Q1 2026, its #223 holding.
Citadel Advisors first reported a position in MSCI in Q2 2013 and has held it in 44 quarters since.
1,056 funds tracked by Wall St. Rank held MSCI as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.