Morgan Stanley (MS-PO) Invested Capital (2009 - 2026)
Morgan Stanley (MS-PO) reported Invested Capital of $487.0 billion for Q1 2026, up 17.84% year-over-year from $413.2 billion in Q1 2025, and up 5.73% on a QoQ basis from $460.6 billion in Q4 2025.
Morgan Stanley (MS-PO) has 18 years of Invested Capital data on file, last reported at $487.0 billion in Q1 2026.
- Quarterly Invested Capital rose 17.84% year-over-year to $487.0 billion in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $487.0 billion (up 17.84% YoY) and the FY2025 annual result came in at $460.6 billion, up 44.38% from the prior year.
- Invested Capital grew to $487.0 billion in Q1 2026 per MS-PO's latest filing, from $460.6 billion in the prior quarter.
- Across five years, Invested Capital topped out at $487.0 billion in Q1 2026 and bottomed at $244.5 billion in Q1 2023.
- The 5-year median for Invested Capital is $322.5 billion (2022), against an average of $342.0 billion.
- The widest annual swing landed in 2023, when Invested Capital retreated 13.12%; it then surged 49.38% in 2025.
- Tracing MS-PO's Invested Capital over 5 years: stood at $267.4 billion in 2022, then soared by 36.02% to $363.7 billion in 2023, then retreated by 12.29% to $319.0 billion in 2024, then jumped by 44.38% to $460.6 billion in 2025, then increased by 5.73% to $487.0 billion in 2026.
- Per Business Quant, the three latest MS-PO Invested Capital figures stand at $487.0 billion (Q1 2026), $460.6 billion (Q4 2025), and $442.7 billion (Q3 2025).
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 330.71 Bn | 197.18 Bn | - | 486.95 Bn |
| 2 | Goldman Sachs | 318.59 Bn | -618.96 Bn | - | 122.78 Bn |
| 3 | Schwab Charles | 154.74 Bn | 109.76 Bn | - | 49.23 Bn |
| 4 | Robinhood Markets | 81.79 Bn | 77.15 Bn | 960.00 Mn | 9.69 Bn |
| 5 | Interactive Brokers | 39.54 Bn | 50.13 Bn | - | 5.59 Bn |
| 6 | Circle Internet | 25.60 Bn | 24.08 Bn | 35.01 Mn | 3.43 Bn |
| 7 | LPL Financial Holdings | 22.12 Bn | 21.10 Bn | - | 12.87 Bn |
| 8 | Iren | 21.58 Bn | 19.37 Bn | 144.76 Mn | 2.94 Bn |
| 9 | Tradeweb Markets | 21.29 Bn | 20.04 Bn | - | 7.31 Bn |
| 10 | Morgan Stanley | - | - | - | 486.95 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 486.95 Bn |
| Dec 31, 2025 | 460.57 Bn |
| Sep 30, 2025 | 442.73 Bn |
| Jun 30, 2025 | 338.55 Bn |
| Mar 31, 2025 | 413.24 Bn |
| Dec 31, 2024 | 319.00 Bn |
| Sep 30, 2024 | 402.85 Bn |
| Jun 30, 2024 | 273.84 Bn |
| Mar 31, 2024 | 276.63 Bn |
| Dec 31, 2023 | 363.71 Bn |
| Sep 30, 2023 | 347.35 Bn |
| Jun 30, 2023 | 277.22 Bn |
| Mar 31, 2023 | 244.47 Bn |
| Dec 31, 2022 | 267.40 Bn |
| Sep 30, 2022 | 322.51 Bn |
| Jun 30, 2022 | 319.07 Bn |
| Mar 31, 2022 | 257.82 Bn |
| Dec 31, 2021 | 240.88 Bn |
| Sep 30, 2021 | 336.88 Bn |
| Jun 30, 2021 | 308.93 Bn |
| Mar 31, 2021 | 219.69 Bn |
| Dec 31, 2020 | 242.63 Bn |
| Sep 30, 2020 | 293.26 Bn |
| Jun 30, 2020 | 205.48 Bn |
| Mar 31, 2020 | 266.37 Bn |
| Dec 31, 2019 | 216.56 Bn |
| Sep 30, 2019 | 277.21 Bn |
| Jun 30, 2019 | 265.44 Bn |
| Mar 31, 2019 | 190.69 Bn |
| Dec 31, 2018 | 188.73 Bn |
| Sep 30, 2018 | 270.96 Bn |
| Jun 30, 2018 | 189.17 Bn |
| Mar 31, 2018 | 184.60 Bn |
| Dec 31, 2017 | 181.85 Bn |
| Sep 30, 2017 | 271.79 Bn |
| Jun 30, 2017 | 264.08 Bn |
| Mar 31, 2017 | 251.77 Bn |
| Dec 31, 2016 | 188.99 Bn |
| Sep 30, 2016 | 242.39 Bn |
| Jun 30, 2016 | 241.87 Bn |
| Mar 31, 2016 | 239.98 Bn |
| Dec 31, 2015 | 229.95 Bn |
| Sep 30, 2015 | 236.76 Bn |
| Jun 30, 2015 | 234.16 Bn |
| Mar 31, 2015 | 231.01 Bn |
| Dec 31, 2014 | 224.88 Bn |
| Sep 30, 2014 | 226.37 Bn |
| Jun 30, 2014 | 221.68 Bn |
| Mar 31, 2014 | 105.89 Bn |
| Dec 31, 2013 | 222.61 Bn |
| Sep 30, 2013 | 222.93 Bn |
| Jun 30, 2013 | 104.00 Bn |
| Mar 31, 2013 | 231.21 Bn |
| Dec 31, 2012 | 109.47 Bn |
| Sep 30, 2012 | 233.61 Bn |
| Jun 30, 2012 | 230.67 Bn |
| Mar 31, 2012 | 113.82 Bn |
| Dec 31, 2011 | 109.74 Bn |
| Sep 30, 2011 | 250.92 Bn |
| Jun 30, 2011 | 111.58 Bn |
| Mar 31, 2011 | 101.76 Bn |
| Dec 31, 2010 | 257.86 Bn |
| Dec 31, 2009 | 52.78 Bn |