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
Q1 | $37.9M | Sell |
230,400
-108,400
| -32% | -$18.8M | 0.02% | 758 |
|
|
2025
Q4 | $60.1M | Sell |
338,800
-148,200
| -30% | -$24.7M | 0.03% | 575 |
|
|
2025
Q3 | $77.4M | Sell |
487,000
-28,000
| -5% | -$4.13M | 0.03% | 466 |
|
|
2025
Q2 | $72.5M | Buy |
515,000
+67,000
| +15% | +$8.23M | 0.04% | 460 |
|
|
2025
Q1 | $52.3M | Sell |
448,000
-537,500
| -55% | -$69.3M | 0.03% | 541 |
|
|
2024
Q4 | $124M | Buy |
985,500
+121,300
| +14% | +$14.9M | 0.07% | 236 |
|
|
2024
Q3 | $90.1M | Buy |
864,200
+5,000
| +0.6% | +$504K | 0.05% | 306 |
|
|
2024
Q2 | $83.5M | Sell |
859,200
-15,300
| -2% | -$1.46M | 0.05% | 322 |
|
|
2024
Q1 | $82.3M | Buy |
874,500
+65,000
| +8% | +$5.72M | 0.05% | 317 |
|
|
2023
Q4 | $75.5M | Sell |
809,500
-416,600
| -34% | -$33.3M | 0.05% | 313 |
|
|
2023
Q3 | $100M | Buy |
1,226,100
+698,600
| +132% | +$60.7M | 0.07% | 236 |
|
|
2023
Q2 | $45M | Sell |
527,500
-27,400
| -5% | -$2.34M | 0.03% | 477 |
|
|
2023
Q1 | $48.7M | Buy |
554,900
+257,000
| +86% | +$24M | 0.03% | 409 |
|
|
2022
Q4 | $25.3M | Sell |
297,900
-51,000
| -15% | -$4.35M | 0.02% | 691 |
|
|
2022
Q3 | $27.6M | Buy |
348,900
+248,900
| +249% | +$21M | 0.02% | 632 |
|
|
2022
Q2 | $7.61M | Sell |
100,000
-371,000
| -79% | -$30.4M | 0.01% | 1285 |
|
|
2022
Q1 | $41.2M | Sell |
471,000
-1,451,000
| -75% | -$140M | 0.03% | 578 |
|
|
2021
Q4 | $189M | Buy |
1,922,000
+835,900
| +77% | +$83.3M | 0.1% | 181 |
|
|
2021
Q3 | $106M | Buy |
1,086,100
+425,100
| +64% | +$42.1M | 0.06% | 273 |
|
|
2021
Q2 | $60.6M | Sell |
661,000
-1,392,000
| -68% | -$119M | 0.04% | 456 |
|
|
2021
Q1 | $159M | Buy |
2,053,000
+774,880
| +61% | +$59.4M | 0.1% | 182 |
|
|
2020
Q4 | $87.6M | Buy |
1,278,120
+179,720
| +16% | +$10.3M | 0.05% | 315 |
|
|
2020
Q3 | $53.1M | Sell |
1,098,400
-814,100
| -43% | -$41M | 0.03% | 427 |
|
|
2020
Q2 | $92.4M | Sell |
1,912,500
-47,500
| -2% | -$1.99M | 0.07% | 232 |
|
|
2020
Q1 | $66.6M | Sell |
1,960,000
-32,100
| -2% | -$1.51M | 0.06% | 269 |
|
|
2019
Q4 | $102M | Sell |
1,992,100
-640,600
| -24% | -$30.3M | 0.07% | 251 |
|
|
2019
Q3 | $112M | Buy |
2,632,700
+1,061,400
| +68% | +$45.4M | 0.09% | 203 |
|
|
2019
Q2 | $68.8M | Buy |
1,571,300
+308,800
| +24% | +$13.8M | 0.06% | 327 |
|
|
2019
Q1 | $53.3M | Sell |
1,262,500
-639,200
| -34% | -$26.9M | 0.05% | 376 |
|
|
2018
Q4 | $75.4M | Sell |
1,901,700
-304,300
| -14% | -$13.3M | 0.08% | 256 |
|
|
2018
Q3 | $103M | Buy |
2,206,000
+1,029,200
| +87% | +$50.3M | 0.09% | 190 |
|
|
2018
Q2 | $55.8M | Buy |
1,176,800
+604,000
| +105% | +$31.6M | 0.05% | 326 |
|
|
2018
Q1 | $30.9M | Sell |
572,800
-461,700
| -45% | -$25.6M | 0.03% | 572 |
|
|
2017
Q4 | $54.3M | Sell |
1,034,500
-535,000
| -34% | -$27.1M | 0.04% | 402 |
|
|
2017
Q3 | $75.6M | Buy |
1,569,500
+347,300
| +28% | +$16.1M | 0.06% | 268 |
|
|
2017
Q2 | $54.5M | Buy |
1,222,200
+11,600
| +1% | +$500K | 0.05% | 323 |
|
|
2017
Q1 | $51.9M | Sell |
1,210,600
-1,194,200
| -50% | -$53M | 0.05% | 347 |
|
|
2016
Q4 | $102M | Buy |
2,404,800
+410,600
| +21% | +$15.5M | 0.09% | 200 |
|
|
2016
Q3 | $63.9M | Buy |
1,994,200
+401,500
| +25% | +$12M | 0.06% | 277 |
|
|
2016
Q2 | $41.4M | Sell |
1,592,700
-621,200
| -28% | -$16.2M | 0.04% | 371 |
|
|
2016
Q1 | $55.4M | Buy |
2,213,900
+917,200
| +71% | +$23.4M | 0.06% | 282 |
|
|
2015
Q4 | $41.2M | Buy |
1,296,700
+349,500
| +37% | +$11.6M | 0.04% | 430 |
|
|
2015
Q3 | $29.8M | Sell |
947,200
-70,400
| -7% | -$2.56M | 0.03% | 533 |
|
|
2015
Q2 | $39.5M | Buy |
1,017,600
+376,900
| +59% | +$14.3M | 0.04% | 474 |
|
|
2015
Q1 | $22.9M | Sell |
640,700
-652,100
| -50% | -$23.4M | 0.02% | 696 |
|
|
2014
Q4 | $50.2M | Buy |
1,292,800
+444,400
| +52% | +$15.8M | 0.04% | 404 |
|
|
2014
Q3 | $29.3M | Buy |
848,400
+96,200
| +13% | +$3.21M | 0.03% | 609 |
|
|
2014
Q2 | $24.3M | Sell |
752,200
-518,200
| -41% | -$16M | 0.02% | 670 |
|
|
2014
Q1 | $39.6M | Sell |
1,270,400
-470,500
| -27% | -$14.5M | 0.04% | 407 |
|
|
2013
Q4 | $54.6M | Buy |
1,740,900
+330,000
| +23% | +$9.81M | 0.05% | 344 |
|
|
2013
Q3 | $38M | Sell |
1,410,900
-312,100
| -18% | -$8.37M | 0.04% | 458 |
|
|
2013
Q2 | $42.1M | Buy |
+1,723,000
| New | +$40.9M | 0.04% | 377 |
|
Other funds holding MS
VCM
VPM
Citigroup's MS Position: Q1 2026 in Review
Citigroup increased its Morgan Stanley (MS) stake by 24% in Q1 2026, buying an estimated $63.7M and bringing the position to 1,872,878 shares worth $308M. The position accounts for 0.13% of the portfolio, ranked #151.
Citigroup first reported a position in MS in Q2 2013 and has held it in 52 quarters since. The position peaked at $375M in Q2 2025. 2,488 funds tracked by Wall St. Rank hold MS as of Q1 2026.
- Citigroup held 1,872,878 shares of Morgan Stanley worth $308M as of Q1 2026.
- Citigroup bought 368,160 Morgan Stanley shares in Q1 2026, an estimated $63.7M.
- Morgan Stanley made up 0.13% of Citigroup's portfolio in Q1 2026, its #151 holding.
- Citigroup first reported a position in Morgan Stanley in Q2 2013 and has held it in 52 quarters since.
- Citigroup's Morgan Stanley position peaked at $375M in Q2 2025.
- 2,488 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.
Based on Citigroup's 13F filing for Q1 2026, filed 11 May 2026.