Morgan Stanley (MS-PF) Loans (2012 - 2026)
Morgan Stanley (MS-PF) reported Loans of $17.2 billion for Q1 2026, up 6.95% year-over-year from $16.1 billion in Q1 2025, and up 83.82% quarter-over-quarter from $9.4 billion in Q4 2025.
Morgan Stanley (MS-PF) Loans (2012 - 2026) Analysis & Trends
Morgan Stanley (MS-PF) has 15 years of Loans data on file, last reported at $17.2 billion in Q1 2026.
- Loans for Q1 2026 came in at $17.2 billion, up 6.95% year-over-year; the trailing twelve-month figure through Mar 2026 was $17.2 billion (up 6.95% YoY), and the FY2025 annual result was $9.4 billion, down 23.91% from the prior year.
- Loans grew to $17.2 billion in Q1 2026 per MS-PF's latest filing, from $9.4 billion in the prior quarter.
- Over five years, Loans peaked at $17.2 billion in Q1 2026 and troughed at $9.4 billion in Q4 2025.
- A 5-year average of $13.9 billion and a median of $14.0 billion in 2022 frame the typical range for Loans.
- On a YoY basis, Loans climbed as much as 20.0% in 2025 and fell as far as 23.91% in 2025.
- A 5-year view of Loans shows it stood at $14.8 billion in 2022, then grew by 3.16% to $15.3 billion in 2023, then retreated by 19.25% to $12.3 billion in 2024, then slipped by 23.91% to $9.4 billion in 2025, then soared by 83.82% to $17.2 billion in 2026.
- Business Quant data shows MS-PF's Loans at $17.2 billion in Q1 2026, $9.4 billion in Q4 2025, and $11.4 billion in Q3 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Loans (Qtr) |
|---|---|---|---|---|---|
| 1 | SOL Strategies | 96,012.83 Bn | 96,012.83 Bn | - | - |
| 2 | Morgan Stanley | 328.23 Bn | 194.70 Bn | - | 17.23 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 | - | - | - | 17.23 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 17.23 Bn |
| Dec 31, 2025 | 9.37 Bn |
| Sep 30, 2025 | 11.43 Bn |
| Jun 30, 2025 | 12.33 Bn |
| Mar 31, 2025 | 16.11 Bn |
| Dec 31, 2024 | 12.32 Bn |
| Sep 30, 2024 | 12.86 Bn |
| Jun 30, 2024 | 15.28 Bn |
| Mar 31, 2024 | 13.43 Bn |
| Dec 31, 2023 | 15.26 Bn |
| Sep 30, 2023 | 14.23 Bn |
| Jun 30, 2023 | 15.28 Bn |
| Mar 31, 2023 | 15.15 Bn |
| Dec 31, 2022 | 14.79 Bn |
| Sep 30, 2022 | 13.35 Bn |
| Jun 30, 2022 | 13.03 Bn |
| Mar 31, 2022 | 14.01 Bn |
| Dec 31, 2021 | 13.83 Bn |
| Sep 30, 2021 | 13.17 Bn |
| Jun 30, 2021 | 11.71 Bn |