Morgan Stanley (MS) Liabilities and Shareholders Equity (2009 - 2026)
Morgan Stanley (MS) posted quarterly Liabilities and Shareholders Equity of $1581.4 billion for Q1 2026, up 21.62% year-over-year from $1300.3 billion in Q1 2025, and up 11.35% quarter-over-quarter from $1420.3 billion in Q4 2025.
Morgan Stanley (MS) Liabilities and Shareholders Equity (2009 - 2026) Analysis & Trends
Morgan Stanley (MS) has reported Liabilities and Shareholders Equity for 18 consecutive years, with $1581.4 billion the latest figure, recorded in Q1 2026.
- In Q1 2026, Liabilities and Shareholders Equity rose 21.62% year-over-year to $1581.4 billion; the TTM figure through Mar 2026 stood at $5720.4 billion (up 14.73% YoY), while the FY2025 annual figure was $1420.3 billion, up 16.89% from the prior year.
- Liabilities and Shareholders Equity climbed to $1581.4 billion in Q1 2026 per MS's latest filing, from $1420.3 billion in the prior quarter.
- Across five years, Liabilities and Shareholders Equity topped out at $1581.4 billion in Q1 2026 and bottomed at $1160.0 billion in Q3 2022.
- Historically, Liabilities and Shareholders Equity has averaged $1258.7 billion across 5 years, with a median of $1215.1 billion in 2024.
- Annual changes were most pronounced in 2022 — Liabilities and Shareholders Equity fell 2.56% — and 2026, when it increased 21.62%.
- Morgan Stanley's Liabilities and Shareholders Equity stood at $1180.2 billion in 2022, then climbed by 1.14% to $1193.7 billion in 2023, then rose by 1.79% to $1215.1 billion in 2024, then gained by 16.89% to $1420.3 billion in 2025, then climbed by 11.35% to $1581.4 billion in 2026.
- Business Quant data shows MS's Liabilities and Shareholders Equity at $1581.4 billion in Q1 2026, $1420.3 billion in Q4 2025, and $1364.8 billion in Q3 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Liabilities and Shareholders Equity (Qtr) |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 333.21 Bn | 173.07 Bn | - | 1,675.06 Bn |
| 2 | Goldman Sachs | 311.14 Bn | -665.21 Bn | - | 2,127.71 Bn |
| 3 | Schwab Charles | 196.95 Bn | 123.36 Bn | - | 517.27 Bn |
| 4 | Robinhood Markets | 93.19 Bn | 75.81 Bn | 1.20 Bn | 56.55 Bn |
| 5 | Interactive Brokers | 41.71 Bn | -22.59 Bn | - | 247.31 Bn |
| 6 | LPL Financial Holdings | 29.06 Bn | 26.36 Bn | - | 19.79 Bn |
| 7 | Tradeweb Markets | 23.03 Bn | 20.97 Bn | - | 8.25 Bn |
| 8 | Circle Internet | 21.70 Bn | 19.97 Bn | 288.85 Mn | 77.17 Bn |
| 9 | Futu Holdings | 16.14 Bn | 214.18 Mn | 733.58 Mn | 29.37 Bn |
| 10 | UP Fintech Holding | 13.78 Bn | 13.78 Bn | - | 8.86 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2026 | 1,675.06 Bn |
| Mar 31, 2026 | 1,581.42 Bn |
| Dec 31, 2025 | 1,420.27 Bn |
| Sep 30, 2025 | 1,364.81 Bn |
| Jun 30, 2025 | 1,353.87 Bn |
| Mar 31, 2025 | 1,300.30 Bn |
| Dec 31, 2024 | 1,215.07 Bn |
| Sep 30, 2024 | 1,258.03 Bn |
| Jun 30, 2024 | 1,212.45 Bn |
| Mar 31, 2024 | 1,228.50 Bn |
| Dec 31, 2023 | 1,193.69 Bn |
| Sep 30, 2023 | 1,169.01 Bn |
| Jun 30, 2023 | 1,164.91 Bn |
| Mar 31, 2023 | 1,199.90 Bn |
| Dec 31, 2022 | 1,180.23 Bn |
| Sep 30, 2022 | 1,160.03 Bn |
| Jun 30, 2022 | 1,173.78 Bn |
| Mar 31, 2022 | 1,222.23 Bn |
| Dec 31, 2021 | 1,188.14 Bn |
| Sep 30, 2021 | 1,190.48 Bn |