Morgan Stanley (MS-PI) Accumulated Expenses (2010 - 2026)
Morgan Stanley (MS-PI) 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% on a QoQ basis from $29.6 billion in Q4 2025.
Morgan Stanley (MS-PI) has 17 years of Accumulated Expenses data on file, last reported at $27.8 billion in Q1 2026.
- Quarterly Accumulated Expenses rose 8.4% year-over-year to $27.8 billion in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $27.8 billion (up 8.4% YoY) and the FY2025 annual result came in at $29.6 billion, up 4.96% from the prior year.
- Accumulated Expenses fell to $27.8 billion in Q1 2026 per MS-PI's latest filing, from $29.6 billion in the prior quarter.
- Across five years, Accumulated Expenses topped out at $29.6 billion in Q4 2025 and bottomed at $23.8 billion in Q1 2024.
- The 5-year median for Accumulated Expenses is $26.6 billion (2022), against an average of $26.7 billion.
- The widest annual swing landed in 2022, when Accumulated Expenses declined 14.65%; it then advanced 10.23% in 2024.
- Tracing MS-PI's Accumulated Expenses over 5 years: stood at $27.4 billion in 2022, then gained by 2.92% to $28.2 billion in 2023, then grew by 0.25% to $28.2 billion in 2024, then rose by 4.96% to $29.6 billion in 2025, then decreased by 6.27% to $27.8 billion in 2026.
- Per Business Quant, the three latest MS-PI Accumulated Expenses figures stand at $27.8 billion (Q1 2026), $29.6 billion (Q4 2025), and $28.9 billion (Q3 2025).
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) |
|---|---|---|---|---|
| 1 | Morgan Stanley | 330.71 Bn | 197.18 Bn | - |
| 2 | Goldman Sachs | 318.59 Bn | -618.96 Bn | - |
| 3 | Schwab Charles | 154.74 Bn | 109.76 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 | - | - | - |
Historic Data
Download Data| Date | Value |
|---|---|
| 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 |
| Mar 31, 2021 | 23.97 Bn |
| Dec 31, 2020 | 25.60 Bn |
| Sep 30, 2020 | 22.95 Bn |
| Jun 30, 2020 | 21.31 Bn |
| Mar 31, 2020 | 19.82 Bn |
| Dec 31, 2019 | 21.16 Bn |
| Sep 30, 2019 | 19.35 Bn |
| Jun 30, 2019 | 18.57 Bn |
| Mar 31, 2019 | 17.49 Bn |
| Dec 31, 2018 | 17.20 Bn |
| Sep 30, 2018 | 17.09 Bn |
| Jun 30, 2018 | 15.97 Bn |
| Mar 31, 2018 | 14.27 Bn |
| Dec 31, 2017 | 17.16 Bn |
| Sep 30, 2017 | 16.29 Bn |
| Jun 30, 2017 | 15.04 Bn |
| Mar 31, 2017 | 13.63 Bn |
| Dec 31, 2016 | 15.90 Bn |
| Sep 30, 2016 | 15.18 Bn |
| Jun 30, 2016 | 14.11 Bn |
| Mar 31, 2016 | 13.30 Bn |
| Dec 31, 2015 | 18.71 Bn |
| Sep 30, 2015 | 427.00 Mn |
| Jun 30, 2015 | 283.00 Mn |
| Mar 31, 2015 | 245.00 Mn |
| Dec 31, 2014 | 219.00 Mn |
| Sep 30, 2014 | 14.88 Bn |
| Dec 31, 2013 | 16.67 Bn |
| Dec 31, 2012 | 2.69 Bn |
| Sep 30, 2012 | 3.35 Bn |
| Jun 30, 2012 | 3.17 Bn |
| Mar 31, 2012 | 2.71 Bn |
| Dec 31, 2011 | 2.29 Bn |
| Sep 30, 2011 | 2.79 Bn |
| Jun 30, 2011 | 3.07 Bn |
| Mar 31, 2011 | 2.66 Bn |
| Dec 31, 2010 | 2.57 Bn |