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

Morgan Stanley (MS-PL) posted quarterly Equity Average of $113.5 billion for Q1 2026, up 64.47% YoY from $69.0 billion in Q1 2025, and up 1.95% sequentially from $111.3 billion in Q4 2025.

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

Morgan Stanley has disclosed Equity Average across 16 years of filings, most recently posting $113.5 billion for Q1 2026.

  • In Q1 2026, Equity Average rose 64.47% year-over-year to $113.5 billion; the TTM figure through Mar 2026 stood at $113.5 billion (up 64.47% YoY), while the FY2025 annual figure was $70.9 billion, up 8.95% from the prior year.
  • Equity Average rose to $113.5 billion in Q1 2026, from $111.3 billion in the prior quarter.
  • Over the last five years, Equity Average for MS-PL reached as high as $113.5 billion in Q1 2026 and fell as low as $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.
  • Annual changes were most pronounced in 2024 — Equity Average slumped 83.45% — and 2025, when it jumped 2919.18%.
  • 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 slumped 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.
  • According to Business Quant data, Equity Average over the past three periods registered $113.5 billion, $111.3 billion, and $60.4 billion for Q1 2026, Q4 2025, and Q3 2025 respectively.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Equity Avg. (Qtr)
1 Morgan Stanley 330.70 Bn 197.17 Bn - 113.51 Bn
2 Goldman Sachs 309.79 Bn -627.76 Bn - 123.88 Bn
3 Schwab Charles 167.21 Bn 122.24 Bn - 49.33 Bn
4 Futu Holdings 111.36 Bn 109.19 Bn 733.58 Mn -
5 Robinhood Markets 97.69 Bn 93.05 Bn 960.00 Mn 9.42 Bn
6 LPL Financial Holdings 23.49 Bn 22.47 Bn - 5.52 Bn
7 Tradeweb Markets 21.59 Bn 20.34 Bn - 7.25 Bn
8 Circle Internet 15.14 Bn 13.62 Bn 35.01 Mn 3.38 Bn
9 Iren 14.46 Bn 12.24 Bn 144.76 Mn 2.59 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