Morgan Stanley (MS-PE) Change in Net Loans (2011 - 2026)
Morgan Stanley (MS-PE) reported Change in Net Loans of $8.4 billion for Q1 2026, up 30.27% year-over-year from $6.5 billion in Q1 2025, and down 34.11% on a QoQ basis from $12.8 billion in Q4 2025.
Morgan Stanley (MS-PE) has 16 years of Change in Net Loans data on file, last reported at $8.4 billion in Q1 2026.
- Quarterly Change in Net Loans rose 30.27% year-over-year to $8.4 billion in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $43.3 billion (up 50.77% YoY) and the FY2025 annual result came in at $41.4 billion, up 82.96% from the prior year.
- Change in Net Loans fell to $8.4 billion in Q1 2026 per MS-PE's latest filing, from $12.8 billion in the prior quarter.
- Across five years, Change in Net Loans topped out at $12.8 billion in Q4 2025 and bottomed at -$127.0 million in Q4 2023.
- The 5-year median for Change in Net Loans is $6.5 billion (2025), against an average of $5.9 billion.
- The widest annual swing landed in 2023, when Change in Net Loans slumped 134.14%; it then surged 6937.8% in 2024.
- Tracing MS-PE's Change in Net Loans over 5 years: stood at $372.0 million in 2022, then tumbled by 134.14% to -$127.0 million in 2023, then surged by 6937.8% to $8.7 billion in 2024, then surged by 47.66% to $12.8 billion in 2025, then sank by 34.11% to $8.4 billion in 2026.
- Per Business Quant, the three latest MS-PE Change in Net Loans figures stand at $8.4 billion (Q1 2026), $12.8 billion (Q4 2025), and $10.4 billion (Q3 2025).
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Change in Net Loans (Qtr) |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 330.71 Bn | 197.18 Bn | - | 8.45 Bn |
| 2 | Goldman Sachs | 318.59 Bn | -618.96 Bn | - | 13.01 Bn |
| 3 | Schwab Charles | 154.74 Bn | 109.76 Bn | - | 3.02 Bn |
| 4 | Robinhood Markets | 81.79 Bn | 77.15 Bn | 960.00 Mn | - |
| 5 | Interactive Brokers | 39.54 Bn | 50.13 Bn | - | - |
| 6 | Circle Internet | 25.60 Bn | 24.08 Bn | 35.01 Mn | - |
| 7 | LPL Financial Holdings | 22.12 Bn | 21.10 Bn | - | - |
| 8 | Iren | 21.58 Bn | 19.37 Bn | 144.76 Mn | - |
| 9 | Tradeweb Markets | 21.29 Bn | 20.04 Bn | - | - |
| 10 | Morgan Stanley | - | - | - | 8.45 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 8.45 Bn |
| Dec 31, 2025 | 12.82 Bn |
| Sep 30, 2025 | 10.37 Bn |
| Jun 30, 2025 | 11.70 Bn |
| Mar 31, 2025 | 6.49 Bn |
| Dec 31, 2024 | 8.68 Bn |
| Sep 30, 2024 | 4.21 Bn |
| Jun 30, 2024 | 9.37 Bn |
| Mar 31, 2024 | 355.00 Mn |
| Dec 31, 2023 | -127.00 Mn |
| Sep 30, 2023 | 2.53 Bn |
| Jun 30, 2023 | 832.00 Mn |
| Mar 31, 2023 | 822.00 Mn |
| Dec 31, 2022 | 372.00 Mn |
| Sep 30, 2022 | 4.76 Bn |
| Jun 30, 2022 | 11.05 Bn |
| Mar 31, 2022 | 7.48 Bn |
| Dec 31, 2021 | 12.91 Bn |
| Sep 30, 2021 | 5.77 Bn |
| Jun 30, 2021 | 10.95 Bn |
| Mar 31, 2021 | 6.47 Bn |
| Dec 31, 2020 | 4.36 Bn |
| Sep 30, 2020 | 4.89 Bn |
| Jun 30, 2020 | -4.54 Bn |
| Mar 31, 2020 | 13.24 Bn |
| Dec 31, 2019 | 7.28 Bn |
| Sep 30, 2019 | 5.19 Bn |
| Jun 30, 2019 | 3.56 Bn |
| Mar 31, 2019 | 1.33 Bn |
| Dec 31, 2018 | 1.10 Bn |
| Sep 30, 2018 | 3.14 Bn |
| Jun 30, 2018 | 759.00 Mn |
| Mar 31, 2018 | 3.80 Bn |
| Dec 31, 2017 | 2.78 Bn |
| Sep 30, 2017 | 4.02 Bn |
| Jun 30, 2017 | 4.22 Bn |
| Mar 31, 2017 | 1.11 Bn |
| Dec 31, 2016 | 1.90 Bn |
| Sep 30, 2016 | 2.99 Bn |
| Jun 30, 2016 | 1.22 Bn |
| Mar 31, 2016 | 3.51 Bn |
| Dec 31, 2015 | 4.50 Bn |
| Sep 30, 2015 | 2.23 Bn |
| Jun 30, 2015 | 6.42 Bn |
| Mar 31, 2015 | 2.67 Bn |
| Dec 31, 2014 | 6.14 Bn |
| Sep 30, 2014 | 2.18 Bn |
| Jun 30, 2014 | 7.24 Bn |
| Mar 31, 2014 | 4.56 Bn |
| Dec 31, 2013 | 4.01 Bn |
| Sep 30, 2013 | 2.61 Bn |
| Jun 30, 2013 | 1.27 Bn |
| Mar 31, 2013 | 2.17 Bn |
| Dec 31, 2012 | 1.75 Bn |
| Sep 30, 2012 | 69.00 Mn |
| Jun 30, 2012 | 1.10 Bn |
| Mar 31, 2012 | 569.00 Mn |
| Dec 31, 2011 | 1.96 Bn |