Morgan Stanley’s Citigroup C Stock Holding History

Morgan Stanley’s Portfolio C Stock Details C Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.93B	Buy	28,109,284 +267,198	+1%	+$34.8M	0.21%	79
2026 Q1	$3.16B	Buy	27,842,086 +880,565	+3%	+$100M	0.19%	85
2025 Q4	$3.15B	Sell	26,961,521 -395,732	-1%	-$41.1M	0.19%	90
2025 Q3	$2.78B	Sell	27,357,253 -216,159	-0.8%	-$20.5M	0.17%	102
2025 Q2	$2.35B	Sell	27,573,412 -1,439,686	-5%	-$104M	0.15%	116
2025 Q1	$2.06B	Buy	29,013,098 +469,191	+2%	+$35.8M	0.15%	124
2024 Q4	$2.01B	Buy	28,543,907 +2,807,001	+11%	+$189M	0.14%	123
2024 Q3	$1.61B	Buy	25,736,906 +2,258,589	+10%	+$140M	0.12%	157
2024 Q2	$1.49B	Sell	23,478,317 -2,229,440	-9%	-$137M	0.12%	166
2024 Q1	$1.63B	Sell	25,707,757 -2,734,206	-10%	-$152M	0.13%	146
2023 Q4	$1.46B	Buy	28,441,963 +3,860,061	+16%	+$171M	0.13%	145
2023 Q3	$1.01B	Sell	24,581,902 -995,434	-4%	-$43.7M	0.1%	186
2023 Q2	$1.18B	Buy	25,577,336 +2,769,547	+12%	+$130M	0.12%	167
2023 Q1	$1.07B	Sell	22,807,789 -3,044,889	-12%	-$149M	0.11%	176
2022 Q4	$1.17B	Buy	25,852,678 +666,560	+3%	+$30.3M	0.13%	154
2022 Q3	$1.05B	Sell	25,186,118 -2,431,339	-9%	-$120M	0.14%	142
2022 Q2	$1.27B	Sell	27,617,457 -747,460	-3%	-$37.4M	0.16%	123
2022 Q1	$1.51B	Buy	28,364,917 +27,720	+0.1%	+$1.71M	0.2%	110
2021 Q4	$1.71B	Buy	28,337,197 +3,859,140	+16%	+$257M	0.21%	108
2021 Q3	$1.72B	Buy	24,478,057 +315,655	+1%	+$22.1M	0.23%	97
2021 Q2	$1.71B	Buy	24,162,402 +752,313	+3%	+$55.7M	0.23%	102
2021 Q1	$1.7B	Buy	23,410,089 +4,162,277	+22%	+$278M	0.25%	94
2020 Q4	$1.19B	Buy	19,247,812 +2,023,647	+12%	+$103M	0.18%	130
2020 Q3	$743M	Buy	17,224,165 +1,603,608	+10%	+$79.9M	0.14%	156
2020 Q2	$798M	Buy	15,620,557 +950,338	+6%	+$45.1M	0.18%	129
2020 Q1	$618M	Buy	14,670,219 +650,874	+5%	+$43.7M	0.17%	132
2019 Q4	$1.12B	Buy	14,019,345 +427,684	+3%	+$31.6M	0.26%	89
2019 Q3	$939M	Buy	13,591,661 +735,280	+6%	+$50M	0.25%	92
2019 Q2	$900M	Buy	12,856,381 +427,951	+3%	+$28.6M	0.24%	97
2019 Q1	$773M	Sell	12,428,430 -1,012,749	-8%	-$62.9M	0.22%	106
2018 Q4	$700M	Sell	13,441,179 -3,166,461	-19%	-$201M	0.21%	107
2018 Q3	$1.19B	Buy	16,607,640 +79,843	+0.5%	+$5.64M	0.3%	69
2018 Q2	$1.11B	Sell	16,527,797 -1,725,624	-9%	-$119M	0.3%	69
2018 Q1	$1.23B	Buy	18,253,421 +133,993	+0.7%	+$10.1M	0.34%	58
2017 Q4	$1.35B	Buy	18,119,428 +1,491,463	+9%	+$110M	0.37%	43
2017 Q3	$1.21B	Buy	16,627,965 +1,808,595	+12%	+$123M	0.36%	53
2017 Q2	$991M	Buy	14,819,370 +3,416,246	+30%	+$210M	0.3%	64
2017 Q1	$682M	Sell	11,403,124 -654,568	-5%	-$38.7M	0.21%	105
2016 Q4	$717M	Buy	12,057,692 +5,568,463	+86%	+$300M	0.23%	83
2016 Q3	$306M	Buy	6,489,229 +1,218,494	+23%	+$55.4M	0.1%	209
2016 Q2	$223M	Sell	5,270,735 -1,788,382	-25%	-$79.1M	0.08%	269
2016 Q1	$295M	Sell	7,059,117 -403,106	-5%	-$16.8M	0.11%	194
2015 Q4	$386M	Sell	7,462,223 -1,423,787	-16%	-$75.5M	0.14%	164
2015 Q3	$441M	Buy	8,886,010 +2,627,028	+42%	+$144M	0.16%	141
2015 Q2	$346M	Buy	6,258,982 +328,412	+6%	+$17.9M	0.12%	193
2015 Q1	$306M	Sell	5,930,570 -1,785,874	-23%	-$90.9M	0.11%	213
2014 Q4	$418M	Sell	7,716,444 -280,500	-4%	-$14.9M	0.15%	155
2014 Q3	$414M	Sell	7,996,944 -276,913	-3%	-$13.9M	0.16%	146
2014 Q2	$390M	Buy	8,273,857 +985,421	+14%	+$46.9M	0.15%	157
2014 Q1	$347M	Buy	7,288,436 +1,705,614	+31%	+$85M	0.15%	166
2013 Q4	$291M	Buy	5,582,822 +1,275,729	+30%	+$64.6M	0.12%	190
2013 Q3	$209M	Buy	4,307,093 +144,969	+3%	+$7.33M	0.1%	230
2013 Q2	$200M	Buy	+4,162,124	New	+$200M	0.1%	237

Other funds holding C

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley's C Position: Q2 2026 in Review

Morgan Stanley increased its Citigroup (C) stake by 0.96% in Q2 2026, buying an estimated $34.8M and bringing the position to 28,109,284 shares worth $3.93B. The position accounts for 0.21% of the portfolio, ranked #79.

Morgan Stanley first reported a position in C in Q2 2013 and has held it in 53 quarters since. 2,628 funds tracked by Wall St. Rank hold C as of Q2 2026.

Morgan Stanley held 28,109,284 shares of Citigroup worth $3.93B as of Q2 2026.
Morgan Stanley bought 267,198 Citigroup shares in Q2 2026, an estimated $34.8M.
Citigroup made up 0.21% of Morgan Stanley's portfolio in Q2 2026, its #79 holding.
Morgan Stanley first reported a position in Citigroup in Q2 2013 and has held it in 53 quarters since.
2,628 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.