Morgan Stanley (MS-PA) Equity Average (2011 - 2026)

Morgan Stanley (MS-PA) reported Equity Average of $113.5 billion for Q1 2026, up 64.47% year-over-year from $69.0 billion in Q1 2025, and up 1.95% on a QoQ basis from $111.3 billion in Q4 2025.

Morgan Stanley (MS-PA) has 16 years of Equity Average data on file, last reported at $113.5 billion in Q1 2026.

  • Quarterly Equity Average rose 64.47% year-over-year to $113.5 billion in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $113.5 billion (up 64.47% YoY) and the FY2025 annual result came in at $70.9 billion, up 8.95% from the prior year.
  • Equity Average improved to $113.5 billion in Q1 2026 per MS-PA's latest filing, from $111.3 billion in the prior quarter.
  • Across five years, Equity Average topped out at $113.5 billion in Q1 2026 and bottomed at $1.9 billion in Q2 2024.
  • The 5-year median for Equity Average is $60.4 billion (2022), against an average of $59.8 billion.
  • The widest annual swing landed in 2024, when Equity Average slumped 83.45%; it then surged 2919.18% in 2025.
  • Tracing MS-PA's Equity Average over 5 years: stood at $65.7 billion in 2022, then jumped by 52.28% to $100.1 billion in 2023, then slumped by 32.62% to $67.4 billion in 2024, then surged by 65.13% to $111.3 billion in 2025, then increased by 1.95% to $113.5 billion in 2026.
  • Per Business Quant, the three latest MS-PA Equity Average figures stand at $113.5 billion (Q1 2026), $111.3 billion (Q4 2025), and $60.4 billion (Q3 2025).

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Equity Avg. (Qtr)
1 Morgan Stanley 330.71 Bn 197.18 Bn - 113.51 Bn
2 Goldman Sachs 318.59 Bn -618.96 Bn - 123.88 Bn
3 Schwab Charles 154.74 Bn 109.76 Bn - 49.33 Bn
4 Robinhood Markets 81.79 Bn 77.15 Bn 960.00 Mn 9.42 Bn
5 Interactive Brokers 39.54 Bn 50.13 Bn - 13.03 Bn
6 Circle Internet 25.60 Bn 24.08 Bn 35.01 Mn 3.38 Bn
7 LPL Financial Holdings 22.12 Bn 21.10 Bn - 5.52 Bn
8 Iren 21.58 Bn 19.37 Bn 144.76 Mn 2.59 Bn
9 Tradeweb Markets 21.29 Bn 20.04 Bn - 7.25 Bn
10 Morgan Stanley - - - 113.51 Bn

Historic Data

Download Data 🔒
DateValue
Mar 31, 2026 113.51 Bn
Dec 31, 2025 111.34 Bn
Sep 30, 2025 60.40 Bn
Jun 30, 2025 58.80 Bn
Mar 31, 2025 69.01 Bn
Dec 31, 2024 67.43 Bn
Sep 30, 2024 51.66 Bn
Jun 30, 2024 1.95 Bn
Mar 31, 2024 52.62 Bn
Dec 31, 2023 100.07 Bn
Sep 30, 2023 64.70 Bn
Jun 30, 2023 11.77 Bn
Mar 31, 2023 11.81 Bn
Dec 31, 2022 65.71 Bn
Sep 30, 2022 97.49 Bn
Jun 30, 2022 60.45 Bn
Mar 31, 2022 17.88 Bn
Dec 31, 2021 57.43 Bn
Sep 30, 2021 95.96 Bn
Jun 30, 2021 44.33 Bn
Mar 31, 2021 14.70 Bn
Dec 31, 2020 57.68 Bn
Sep 30, 2020 44.92 Bn
Jun 30, 2020 35.77 Bn
Mar 31, 2020 47.73 Bn
Dec 31, 2019 53.74 Bn
Sep 30, 2019 75.57 Bn
Dec 31, 2018 39.57 Bn
Sep 30, 2018 38.50 Bn
Jun 30, 2018 -6.72 Bn
Mar 31, 2018 -9.79 Bn
Dec 31, 2017 35.45 Bn
Sep 30, 2017 80.04 Bn
Jun 30, 2017 79.53 Bn
Mar 31, 2017 51.18 Bn
Dec 31, 2016 50.87 Bn
Sep 30, 2016 78.42 Bn
Jun 30, 2016 77.78 Bn
Mar 31, 2016 76.68 Bn
Dec 31, 2015 76.30 Bn
Sep 30, 2015 76.24 Bn
Jun 30, 2015 75.77 Bn
Mar 31, 2015 73.79 Bn
Dec 31, 2014 73.06 Bn
Sep 30, 2014 73.11 Bn
Jun 30, 2014 71.23 Bn
Mar 31, 2014 69.65 Bn
Dec 31, 2013 67.08 Bn
Sep 30, 2013 64.15 Bn
Jun 30, 2013 64.63 Bn
Mar 31, 2013 65.75 Bn
Dec 31, 2012 65.30 Bn
Sep 30, 2012 64.01 Bn
Jun 30, 2012 66.72 Bn
Mar 31, 2012 70.34 Bn
Dec 31, 2011 65.95 Bn
Sep 30, 2011 64.99 Bn
Jun 30, 2011 63.16 Bn
Mar 31, 2011 61.80 Bn