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| Date | Value |
|---|---|
| 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 |