Morgan Stanley (MS-PK) Equity Average (2011 - 2026)
Morgan Stanley (MS-PK) 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% on a QoQ basis from $111.3 billion in Q4 2025.
Morgan Stanley (MS-PK) has 16 years of Equity Average data on file, last reported at $113.5 billion in Q1 2026.
- Quarterly Equity Average rose 64.47% year-over-year to $113.5 billion in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $113.5 billion (up 64.47% YoY) and the FY2025 annual result came in at $70.9 billion, up 8.95% from the prior year.
- Equity Average improved to $113.5 billion in Q1 2026 per MS-PK's latest filing, from $111.3 billion in the prior quarter.
- Across five years, Equity Average topped out at $113.5 billion in Q1 2026 and bottomed at $1.9 billion in Q2 2024.
- The 5-year median for Equity Average is $60.4 billion (2022), against an average of $59.8 billion.
- The widest annual swing landed in 2024, when Equity Average slumped 83.45%; it then surged 2919.18% in 2025.
- Tracing MS-PK's Equity Average over 5 years: stood at $65.7 billion in 2022, then jumped by 52.28% to $100.1 billion in 2023, then slumped by 32.62% to $67.4 billion in 2024, then surged by 65.13% to $111.3 billion in 2025, then increased by 1.95% to $113.5 billion in 2026.
- Per Business Quant, the three latest MS-PK Equity Average figures stand at $113.5 billion (Q1 2026), $111.3 billion (Q4 2025), and $60.4 billion (Q3 2025).
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Equity Avg. (Qtr) |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 330.71 Bn | 197.18 Bn | - | 113.51 Bn |
| 2 | Goldman Sachs | 318.59 Bn | -618.96 Bn | - | 123.88 Bn |
| 3 | Schwab Charles | 154.74 Bn | 109.76 Bn | - | 49.33 Bn |
| 4 | Robinhood Markets | 81.79 Bn | 77.15 Bn | 960.00 Mn | 9.42 Bn |
| 5 | Interactive Brokers | 39.54 Bn | 50.13 Bn | - | 13.03 Bn |
| 6 | Circle Internet | 25.60 Bn | 24.08 Bn | 35.01 Mn | 3.38 Bn |
| 7 | LPL Financial Holdings | 22.12 Bn | 21.10 Bn | - | 5.52 Bn |
| 8 | Iren | 21.58 Bn | 19.37 Bn | 144.76 Mn | 2.59 Bn |
| 9 | Tradeweb Markets | 21.29 Bn | 20.04 Bn | - | 7.25 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 |
| Mar 31, 2021 | 14.70 Bn |
| Dec 31, 2020 | 57.68 Bn |
| Sep 30, 2020 | 44.92 Bn |
| Jun 30, 2020 | 35.77 Bn |
| Mar 31, 2020 | 47.73 Bn |
| Dec 31, 2019 | 53.74 Bn |
| Sep 30, 2019 | 75.57 Bn |
| Dec 31, 2018 | 39.57 Bn |
| Sep 30, 2018 | 38.50 Bn |
| Jun 30, 2018 | -6.72 Bn |
| Mar 31, 2018 | -9.79 Bn |
| Dec 31, 2017 | 35.45 Bn |
| Sep 30, 2017 | 80.04 Bn |
| Jun 30, 2017 | 79.53 Bn |
| Mar 31, 2017 | 51.18 Bn |
| Dec 31, 2016 | 50.87 Bn |
| Sep 30, 2016 | 78.42 Bn |
| Jun 30, 2016 | 77.78 Bn |
| Mar 31, 2016 | 76.68 Bn |
| Dec 31, 2015 | 76.30 Bn |
| Sep 30, 2015 | 76.24 Bn |
| Jun 30, 2015 | 75.77 Bn |
| Mar 31, 2015 | 73.79 Bn |
| Dec 31, 2014 | 73.06 Bn |
| Sep 30, 2014 | 73.11 Bn |
| Jun 30, 2014 | 71.23 Bn |
| Mar 31, 2014 | 69.65 Bn |
| Dec 31, 2013 | 67.08 Bn |
| Sep 30, 2013 | 64.15 Bn |
| Jun 30, 2013 | 64.63 Bn |
| Mar 31, 2013 | 65.75 Bn |
| Dec 31, 2012 | 65.30 Bn |
| Sep 30, 2012 | 64.01 Bn |
| Jun 30, 2012 | 66.72 Bn |
| Mar 31, 2012 | 70.34 Bn |
| Dec 31, 2011 | 65.95 Bn |
| Sep 30, 2011 | 64.99 Bn |
| Jun 30, 2011 | 63.16 Bn |
| Mar 31, 2011 | 61.80 Bn |