Citigroup’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
Q2 | $488M | Buy |
2,335,296
+462,418
| +25% | +$91.6M | 0.16% | 112 |
|
|
2026
Q1 | $308M | Buy |
1,872,878
+368,160
| +24% | +$63.7M | 0.13% | 151 |
|
|
2025
Q4 | $267M | Sell |
1,504,718
-710,879
| -32% | -$119M | 0.12% | 149 |
|
|
2025
Q3 | $352M | Sell |
2,215,597
-445,438
| -17% | -$65.8M | 0.16% | 119 |
|
|
2025
Q2 | $375M | Sell |
2,661,035
-25,596
| -1% | -$3.14M | 0.18% | 109 |
|
|
2025
Q1 | $313M | Buy |
2,686,631
+703,634
| +35% | +$90.7M | 0.16% | 108 |
|
|
2024
Q4 | $249M | Buy |
1,982,997
+219,363
| +12% | +$27M | 0.15% | 133 |
|
|
2024
Q3 | $184M | Sell |
1,763,634
-70,238
| -4% | -$7.07M | 0.11% | 168 |
|
|
2024
Q2 | $178M | Buy |
1,833,872
+121,555
| +7% | +$11.6M | 0.11% | 164 |
|
|
2024
Q1 | $161M | Buy |
1,712,317
+371,633
| +28% | +$32.7M | 0.11% | 180 |
|
|
2023
Q4 | $125M | Sell |
1,340,684
-737,228
| -35% | -$59M | 0.09% | 204 |
|
|
2023
Q3 | $170M | Sell |
2,077,912
-17,551
| -0.8% | -$1.52M | 0.13% | 127 |
|
|
2023
Q2 | $179M | Sell |
2,095,463
-169,994
| -8% | -$14.5M | 0.12% | 127 |
|
|
2023
Q1 | $199M | Sell |
2,265,457
-1,136,332
| -33% | -$106M | 0.14% | 113 |
|
|
2022
Q4 | $289M | Sell |
3,401,789
-988,663
| -23% | -$84.3M | 0.23% | 74 |
|
|
2022
Q3 | $347M | Sell |
4,390,452
-265,394
| -6% | -$22.4M | 0.25% | 60 |
|
|
2022
Q2 | $354M | Buy |
4,655,846
+1,068,523
| +30% | +$87.5M | 0.26% | 57 |
|
|
2022
Q1 | $314M | Buy |
3,587,323
+731,395
| +26% | +$70.6M | 0.19% | 83 |
|
|
2021
Q4 | $280M | Sell |
2,855,928
-98,209
| -3% | -$9.78M | 0.15% | 114 |
|
|
2021
Q3 | $287M | Sell |
2,954,137
-262,870
| -8% | -$26M | 0.17% | 104 |
|
|
2021
Q2 | $295M | Sell |
3,217,007
-98,924
| -3% | -$8.48M | 0.18% | 104 |
|
|
2021
Q1 | $258M | Buy |
3,315,931
+343,358
| +12% | +$26.3M | 0.17% | 113 |
|
|
2020
Q4 | $204M | Sell |
2,972,573
-162,792
| -5% | -$9.34M | 0.12% | 148 |
|
|
2020
Q3 | $152M | Buy |
3,135,365
+264,186
| +9% | +$13.3M | 0.1% | 160 |
|
|
2020
Q2 | $139M | Buy |
2,871,179
+4,851
| +0.2% | +$204K | 0.11% | 157 |
|
|
2020
Q1 | $97.5M | Buy |
2,866,328
+1,304,826
| +84% | +$61.5M | 0.09% | 195 |
|
|
2019
Q4 | $79.8M | Buy |
1,561,502
+470,172
| +43% | +$22.3M | 0.06% | 313 |
|
|
2019
Q3 | $46.6M | Sell |
1,091,330
-422,209
| -28% | -$18M | 0.04% | 491 |
|
|
2019
Q2 | $66.3M | Buy |
1,513,539
+53,435
| +4% | +$2.38M | 0.05% | 344 |
|
|
2019
Q1 | $61.6M | Sell |
1,460,104
-786,741
| -35% | -$33.1M | 0.06% | 323 |
|
|
2018
Q4 | $89.1M | Buy |
2,246,845
+55,378
| +3% | +$2.42M | 0.09% | 214 |
|
|
2018
Q3 | $102M | Buy |
2,191,467
+1,130,869
| +107% | +$55.2M | 0.09% | 193 |
|
|
2018
Q2 | $50.3M | Sell |
1,060,598
-257,095
| -20% | -$13.4M | 0.05% | 373 |
|
|
2018
Q1 | $71.1M | Buy |
1,317,693
+472,399
| +56% | +$26.1M | 0.06% | 289 |
|
|
2017
Q4 | $44.4M | Sell |
845,294
-184,562
| -18% | -$9.33M | 0.04% | 476 |
|
|
2017
Q3 | $49.6M | Buy |
1,029,856
+518,597
| +101% | +$24.1M | 0.04% | 405 |
|
|
2017
Q2 | $22.8M | Buy |
511,259
+161,546
| +46% | +$6.97M | 0.02% | 691 |
|
|
2017
Q1 | $15M | Buy |
349,713
+160,942
| +85% | +$7.14M | 0.01% | 882 |
|
|
2016
Q4 | $7.97M | Sell |
188,771
-47,691
| -20% | -$1.8M | 0.01% | 1369 |
|
|
2016
Q3 | $7.58M | Sell |
236,462
-195,543
| -45% | -$5.83M | 0.01% | 1289 |
|
|
2016
Q2 | $11.2M | Sell |
432,005
-408,685
| -49% | -$10.7M | 0.01% | 975 |
|
|
2016
Q1 | $21M | Sell |
840,690
-1,118,828
| -57% | -$28.6M | 0.02% | 578 |
|
|
2015
Q4 | $62.3M | Buy |
1,959,518
+50,660
| +3% | +$1.68M | 0.06% | 293 |
|
|
2015
Q3 | $60.1M | Buy |
1,908,858
+1,057,803
| +124% | +$38.5M | 0.06% | 294 |
|
|
2015
Q2 | $33M | Sell |
851,055
-105,538
| -11% | -$4.02M | 0.03% | 544 |
|
|
2015
Q1 | $34.1M | Sell |
956,593
-108,350
| -10% | -$3.89M | 0.03% | 512 |
|
|
2014
Q4 | $41.3M | Buy |
1,064,943
+671,804
| +171% | +$23.9M | 0.04% | 478 |
|
|
2014
Q3 | $13.6M | Buy |
393,139
+133,103
| +51% | +$4.43M | 0.01% | 1064 |
|
|
2014
Q2 | $8.41M | Sell |
260,036
-818,289
| -76% | -$25.2M | 0.01% | 1384 |
|
|
2014
Q1 | $33.6M | Sell |
1,078,325
-387,575
| -26% | -$12M | 0.03% | 475 |
|
|
2013
Q4 | $46M | Sell |
1,465,900
-189,862
| -11% | -$5.64M | 0.04% | 401 |
|
|
2013
Q3 | $44.6M | Sell |
1,655,762
-726,588
| -30% | -$19.5M | 0.04% | 387 |
|
|
2013
Q2 | $58.2M | Buy |
+2,382,350
| New | +$56.5M | 0.06% | 271 |
|
Other funds holding MS
VCM
VPM
Citigroup's MS Position: Q2 2026 in Review
Citigroup increased its Morgan Stanley (MS) stake by 25% in Q2 2026, buying an estimated $91.6M and bringing the position to 2,335,296 shares worth $488M. The position accounts for 0.16% of the portfolio, ranked #112.
Citigroup first reported a position in MS in Q2 2013 and has held it in 53 quarters since. 2,320 funds tracked by Wall St. Rank hold MS as of Q2 2026.
- Citigroup held 2,335,296 shares of Morgan Stanley worth $488M as of Q2 2026.
- Citigroup bought 462,418 Morgan Stanley shares in Q2 2026, an estimated $91.6M.
- Morgan Stanley made up 0.16% of Citigroup's portfolio in Q2 2026, its #112 holding.
- Citigroup first reported a position in Morgan Stanley in Q2 2013 and has held it in 53 quarters since.
- 2,320 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.
Based on Citigroup's 13F filing for Q2 2026, filed 3 Aug 2026.