Morgan Stanley (MS-PF) Accumulated Expenses (2010 - 2026)

Morgan Stanley (MS-PF) reported Accumulated Expenses of $27.8 billion for Q1 2026, up 8.4% year-over-year from $25.6 billion in Q1 2025, and down 6.27% quarter-over-quarter from $29.6 billion in Q4 2025.

Morgan Stanley (MS-PF) Accumulated Expenses (2010 - 2026) Analysis & Trends

Morgan Stanley (MS-PF) has 17 years of Accumulated Expenses data on file, last reported at $27.8 billion in Q1 2026.

  • Accumulated Expenses for Q1 2026 came in at $27.8 billion, up 8.4% year-over-year; the trailing twelve-month figure through Mar 2026 was $27.8 billion (up 8.4% YoY), and the FY2025 annual result was $29.6 billion, up 4.96% from the prior year.
  • Accumulated Expenses declined to $27.8 billion in Q1 2026 per MS-PF's latest filing, from $29.6 billion in the prior quarter.
  • Over five years, Accumulated Expenses peaked at $29.6 billion in Q4 2025 and troughed at $23.8 billion in Q1 2024.
  • A 5-year average of $26.7 billion and a median of $26.6 billion in 2022 frame the typical range for Accumulated Expenses.
  • The sharpest annual moves came in 2022 and 2024: Accumulated Expenses retreated 14.65% in 2022, then grew 10.23% in 2024.
  • A 5-year view of Accumulated Expenses shows it stood at $27.4 billion in 2022, then climbed by 2.92% to $28.2 billion in 2023, then rose by 0.25% to $28.2 billion in 2024, then advanced by 4.96% to $29.6 billion in 2025, then dropped by 6.27% to $27.8 billion in 2026.
  • Business Quant data shows MS-PF's Accumulated Expenses at $27.8 billion in Q1 2026, $29.6 billion in Q4 2025, and $28.9 billion in Q3 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr)
1 SOL Strategies 96,012.83 Bn 96,012.83 Bn -
2 Morgan Stanley 328.23 Bn 194.70 Bn -
3 Goldman Sachs 313.22 Bn -624.33 Bn -
4 Schwab Charles 154.90 Bn 109.92 Bn -
5 Robinhood Markets 75.17 Bn 70.53 Bn 960.00 Mn
6 Interactive Brokers 38.41 Bn 49.00 Bn -
7 LPL Financial Holdings 23.13 Bn 22.10 Bn -
8 Tradeweb Markets 21.12 Bn 19.87 Bn -
9 Circle Internet 19.75 Bn 18.24 Bn 35.01 Mn
10 Morgan Stanley - - -

Historic Data

Download Data
DateValue
Mar 31, 2026 27.76 Bn
Dec 31, 2025 29.62 Bn
Sep 30, 2025 28.85 Bn
Jun 30, 2025 27.46 Bn
Mar 31, 2025 25.61 Bn
Dec 31, 2024 28.22 Bn
Sep 30, 2024 28.70 Bn
Jun 30, 2024 25.94 Bn
Mar 31, 2024 23.83 Bn
Dec 31, 2023 28.15 Bn
Sep 30, 2023 26.03 Bn
Jun 30, 2023 25.18 Bn
Mar 31, 2023 24.03 Bn
Dec 31, 2022 27.35 Bn
Sep 30, 2022 26.36 Bn
Jun 30, 2022 26.61 Bn
Mar 31, 2022 24.21 Bn
Dec 31, 2021 29.30 Bn
Sep 30, 2021 30.88 Bn
Jun 30, 2021 27.81 Bn