CITIGROUP INC

Position in MS — Morgan Stanley

CIK 831001 NEW YORK, NY

Back to MS Full portfolio

Position in MS

as of Mar 31, 2026 · filed May 11, 2026 Compact

Position Value

$308,219,531

+$41,086,947 QoQ

Shares Held

1,872,878

+24.5% QoQ

Ownership

0.119%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 99.97127415667224.ToString("F0")% Shared 0.028725843327755466.ToString("F0")% None 0.ToString("F0")%

Common Shares in MS Over Time

Shares Held

Position Value (USD)

Derivatives in MS

reported options exposure · as of Mar 31, 2026

CallValue

$37,916,928

CallShares

230,400

PutValue

$166,413,184

PutShares

1,011,200

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Capital Markets

Financial Services · as of Mar 31, 2026

CITIGROUP INC holds $2,252,334,867 across 56 Capital Markets names. MS ranks #3 (13.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	658,207	$556,836,538
2	IREN	IREN Ltd	10,903,551	$373,773,726
3	MS	Morgan Stanley This page	1,872,878	$308,219,531
4	FUTU	Futu Holdings Ltd	1,916,704	$262,128,438
5	SCHW	Schwab Charles Corp	1,924,086	$180,825,600
6	CRCL	Circle Internet Group, Inc.	1,676,886	$159,991,692
7	HOOD	Robinhood Markets, Inc.	1,740,529	$120,618,658
8	IBKR	Interactive Brokers Group, Inc.	807,830	$54,181,157

All Filings in MS

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50 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$308,219,531	1,872,878	+712.9%	Shares	Defined	2026-05-11
2026-03-31	$37,916,928	230,400	-77.2%	Call	Defined	2026-05-11
2026-03-31	$166,413,184	1,011,200	+198.5%	Put	Defined	2026-05-11
2025-12-31	$60,147,164	338,800	-77.5%	Call	Defined	2026-02-13
2025-12-31	$267,132,584	1,504,718	+76.2%	Shares	Defined	2026-02-13
2025-12-31	$151,575,114	853,800	+29.3%	Put	Defined	2026-02-13
2025-09-30	$104,929,496	660,100	-70.2%	Put	Defined	2025-11-10
2025-09-30	$352,191,298	2,215,597	+354.9%	Shares	Defined	2025-11-10
2025-09-30	$77,413,520	487,000	-81.7%	Call	Defined	2025-11-10
2025-06-30	$374,833,387	2,661,035	+393.3%	Shares	Defined	2025-08-11
2025-06-30	$75,979,884	539,400	+4.7%	Put	Defined	2025-08-11
2025-06-30	$72,542,900	515,000	+15.0%	Call	Defined	2025-08-11
2025-03-31	$52,268,160	448,000	+23.4%	Call	Defined	2025-05-12
2025-03-31	$42,339,543	362,900	-86.5%	Put	Defined	2025-05-12
2025-03-31	$313,449,235	2,686,631	+68.4%	Shares	Defined	2025-05-12
2024-12-31	$200,586,260	1,595,500	-19.5%	Put	Defined	2025-02-12
2024-12-31	$249,302,379	1,982,997	+101.2%	Shares	Defined	2025-02-12
2024-12-31	$123,897,060	985,500	-33.2%	Call	Defined	2025-02-12
2024-09-30	$153,806,120	1,475,500	-16.3%	Put	Defined	2024-11-12
2024-09-30	$183,841,205	1,763,634	+104.1%	Shares	Defined	2024-11-12
2024-09-30	$90,084,208	864,200	-10.5%	Call	Defined	2024-11-12
2024-06-30	$93,836,945	965,500	-47.4%	Put	Defined	2024-08-12
2024-06-30	$178,234,017	1,833,872	+113.4%	Shares	Defined	2024-08-12
2024-06-30	$83,505,648	859,200	-1.7%	Call	Defined	2024-08-12
2024-03-31	$82,342,920	874,500	-16.5%	Call	Defined	2024-05-10
2024-03-31	$98,623,184	1,047,400	-38.8%	Put	Defined	2024-05-10
2024-03-31	$161,231,766	1,712,317	+27.7%	Shares	Defined	2024-05-10
2023-12-31	$125,018,780	1,340,684	+5.4%	Shares	Defined	2024-02-09
2023-12-31	$118,604,675	1,271,900	+57.1%	Put	Defined	2024-02-09
2023-12-31	$75,485,875	809,500	-39.4%	Call	Defined	2024-02-09
2023-09-30	$109,086,619	1,335,700	-35.7%	Put	Defined	2023-12-06
2023-09-30	$169,703,069	2,077,912	+69.5%	Shares	Defined	2023-12-06
2023-09-30	$100,135,587	1,226,100	+132.4%	Call	Defined	2023-12-06
2023-06-30	$45,048,500	527,500	-56.5%	Call	Defined	2023-08-10
2023-06-30	$103,547,500	1,212,500	-42.1%	Put	Defined	2023-08-10
2023-06-30	$178,952,537	2,095,463	-7.5%	Shares	Defined	2023-08-10
2023-03-31	$198,907,122	2,265,457	+96.7%	Shares	Defined	2023-05-11
2023-03-31	$101,128,040	1,151,800	+107.6%	Put	Defined	2023-05-11
2023-03-31	$48,720,220	554,900	-83.7%	Call	Defined	2023-05-11
2022-12-31	$289,220,097	3,401,789	+1041.9%	Shares	Defined	2023-02-09
2022-12-31	$25,327,458	297,900	+34.5%	Call	Defined	2023-02-09
2022-12-31	$18,831,930	221,500	-55.5%	Put	Defined	2023-02-09
2022-09-30	$39,291,673	497,300	-88.7%	Put	Defined	2022-11-10
2022-09-30	$346,889,610	4,390,452	+1158.4%	Shares	Defined	2022-11-10
2022-09-30	$27,566,589	348,900	+51.7%	Call	Defined	2022-11-10
2022-06-30	$17,493,800	230,000	+130.0%	Put	Defined	2022-08-10
2022-06-30	$7,606,000	100,000	-97.9%	Call	Defined	2022-08-10
2022-06-30	$354,123,644	4,655,846	+888.5%	Shares	Defined	2022-08-10
2022-03-31	$41,165,400	471,000	-86.9%	Call	Defined	2022-05-12
2022-03-31	$313,532,029	3,587,323	—	Shares	Defined	2022-05-12
No filing history on record for this holder in this stock.