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

Morgan Stanley (MS-PF) 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% quarter-over-quarter from $111.3 billion in Q4 2025.

Morgan Stanley (MS-PF) Equity Average (2011 - 2026) Analysis & Trends

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

  • Equity Average for Q1 2026 came in at $113.5 billion, up 64.47% year-over-year; the trailing twelve-month figure through Mar 2026 was $113.5 billion (up 64.47% YoY), and the FY2025 annual result was $70.9 billion, up 8.95% from the prior year.
  • Equity Average climbed to $113.5 billion in Q1 2026 per MS-PF's latest filing, from $111.3 billion in the prior quarter.
  • Over five years, Equity Average peaked at $113.5 billion in Q1 2026 and troughed at $1.9 billion in Q2 2024.
  • A 5-year average of $59.8 billion and a median of $60.4 billion in 2022 frame the typical range for Equity Average.
  • The sharpest annual moves came in 2024 and 2025: Equity Average plunged 83.45% in 2024, then jumped 2919.18% in 2025.
  • A 5-year view of Equity Average shows it stood at $65.7 billion in 2022, then soared by 52.28% to $100.1 billion in 2023, then plunged by 32.62% to $67.4 billion in 2024, then jumped by 65.13% to $111.3 billion in 2025, then gained by 1.95% to $113.5 billion in 2026.
  • Business Quant data shows MS-PF's Equity Average at $113.5 billion in Q1 2026, $111.3 billion in Q4 2025, and $60.4 billion in Q3 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Equity Avg. (Qtr)
1 SOL Strategies 100,773.79 Bn 100,773.79 Bn - -
2 Morgan Stanley 331.35 Bn 197.82 Bn - 113.51 Bn
3 Goldman Sachs 317.73 Bn -619.82 Bn - 123.88 Bn
4 Schwab Charles 153.74 Bn 108.77 Bn - 49.33 Bn
5 Robinhood Markets 75.98 Bn 71.34 Bn 960.00 Mn 9.42 Bn
6 Interactive Brokers 38.91 Bn 49.50 Bn - 13.03 Bn
7 LPL Financial Holdings 22.76 Bn 21.73 Bn - 5.52 Bn
8 Tradeweb Markets 20.90 Bn 19.65 Bn - 7.25 Bn
9 Circle Internet 20.00 Bn 18.49 Bn 35.01 Mn 3.38 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