Citigroup
MS icon

Citigroup’s Morgan Stanley MS Stock Holding History

Citigroup’s Portfolio MS Stock Details MS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$166M Buy
1,011,200
+157,400
+18% +$27.3M 0.07% 252
2025
Q4 		$152M Buy
853,800
+193,700
+29% +$32.3M 0.07% 255
2025
Q3 		$105M Buy
660,100
+120,700
+22% +$17.8M 0.05% 373
2025
Q2 		$76M Buy
539,400
+176,500
+49% +$21.7M 0.04% 438
2025
Q1 		$42.3M Sell
362,900
-1,232,600
-77% -$159M 0.02% 611
2024
Q4 		$201M Buy
1,595,500
+120,000
+8% +$14.8M 0.12% 160
2024
Q3 		$154M Buy
1,475,500
+510,000
+53% +$51.4M 0.09% 197
2024
Q2 		$93.8M Sell
965,500
-81,900
-8% -$7.8M 0.06% 293
2024
Q1 		$98.6M Sell
1,047,400
-224,500
-18% -$19.8M 0.06% 280
2023
Q4 		$119M Sell
1,271,900
-63,800
-5% -$5.1M 0.08% 217
2023
Q3 		$109M Buy
1,335,700
+123,200
+10% +$10.7M 0.08% 210
2023
Q2 		$104M Buy
1,212,500
+60,700
+5% +$5.19M 0.07% 226
2023
Q1 		$101M Buy
1,151,800
+930,300
+420% +$86.8M 0.07% 224
2022
Q4 		$18.8M Sell
221,500
-275,800
-55% -$23.5M 0.02% 827
2022
Q3 		$39.3M Buy
497,300
+267,300
+116% +$22.5M 0.03% 460
2022
Q2 		$17.5M Sell
230,000
-591,000
-72% -$48.4M 0.01% 862
2022
Q1 		$71.8M Sell
821,000
-1,887,000
-70% -$182M 0.04% 365
2021
Q4 		$266M Buy
2,708,000
+1,622,900
+150% +$162M 0.14% 120
2021
Q3 		$106M Buy
1,085,100
+473,100
+77% +$46.9M 0.06% 274
2021
Q2 		$56.1M Sell
612,000
-1,234,000
-67% -$106M 0.03% 478
2021
Q1 		$143M Buy
1,846,000
+173,504
+10% +$13.3M 0.09% 203
2020
Q4 		$115M Buy
1,672,496
+952,096
+132% +$54.6M 0.07% 260
2020
Q3 		$34.8M Sell
720,400
-466,000
-39% -$23.5M 0.02% 626
2020
Q2 		$57.3M Sell
1,186,400
-506,800
-30% -$21.3M 0.04% 360
2020
Q1 		$57.6M Sell
1,693,200
-2,042,300
-55% -$96.2M 0.05% 313
2019
Q4 		$191M Buy
3,735,500
+949,200
+34% +$44.9M 0.14% 131
2019
Q3 		$119M Sell
2,786,300
-479,100
-15% -$20.5M 0.09% 188
2019
Q2 		$143M Sell
3,265,400
-266,500
-8% -$11.9M 0.12% 163
2019
Q1 		$149M Sell
3,531,900
-642,400
-15% -$27M 0.14% 118
2018
Q4 		$166M Buy
4,174,300
+2,351,600
+129% +$103M 0.17% 99
2018
Q3 		$84.9M Sell
1,822,700
-36,800
-2% -$1.8M 0.08% 229
2018
Q2 		$88.1M Sell
1,859,500
-446,100
-19% -$23.3M 0.08% 197
2018
Q1 		$124M Buy
2,305,600
+252,300
+12% +$14M 0.1% 157
2017
Q4 		$108M Buy
2,053,300
+509,600
+33% +$25.8M 0.09% 210
2017
Q3 		$74.4M Sell
1,543,700
-117,500
-7% -$5.45M 0.06% 272
2017
Q2 		$74M Sell
1,661,200
-157,300
-9% -$6.78M 0.07% 232
2017
Q1 		$77.9M Sell
1,818,500
-918,700
-34% -$40.8M 0.07% 238
2016
Q4 		$116M Buy
2,737,200
+944,300
+53% +$35.7M 0.1% 173
2016
Q3 		$57.5M Buy
1,792,900
+113,200
+7% +$3.38M 0.05% 308
2016
Q2 		$43.6M Sell
1,679,700
-332,200
-17% -$8.69M 0.04% 359
2016
Q1 		$50.3M Sell
2,011,900
-3,021,100
-60% -$77.1M 0.06% 300
2015
Q4 		$160M Buy
5,033,000
+535,800
+12% +$17.8M 0.16% 103
2015
Q3 		$142M Buy
4,497,200
+813,800
+22% +$29.6M 0.13% 113
2015
Q2 		$143M Buy
3,683,400
+1,651,800
+81% +$62.9M 0.13% 131
2015
Q1 		$72.5M Sell
2,031,600
-272,500
-12% -$9.78M 0.07% 253
2014
Q4 		$89.4M Buy
2,304,100
+691,100
+43% +$24.6M 0.08% 237
2014
Q3 		$55.8M Buy
1,613,000
+167,500
+12% +$5.58M 0.05% 353
2014
Q2 		$46.7M Buy
1,445,500
+53,200
+4% +$1.64M 0.04% 381
2014
Q1 		$43.4M Sell
1,392,300
-2,812,100
-67% -$86.9M 0.04% 380
2013
Q4 		$132M Buy
4,204,400
+294,700
+8% +$8.76M 0.12% 136
2013
Q3 		$105M Buy
3,909,700
+456,900
+13% +$12.3M 0.1% 172
2013
Q2 		$84.4M Buy
+3,452,800
New +$81.9M 0.08% 182

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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.