Morgan Stanley (MS) Liabilities and Shareholders Equity (2009 - 2026)
Morgan Stanley's Liabilities and Shareholders Equity came in at $1.68 trillion for Q2 2026, up 23.7% from $1.35 trillion a year earlier and up 5.9% from the prior quarter.
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Analysis
Morgan Stanley (MS) Liabilities and Shareholders Equity (2009 - 2026) Analysis & Trends
At the end of FY2025, Morgan Stanley's Liabilities and Shareholders Equity was $1.42 trillion, up 16.9% from FY2024.
- Liabilities and Shareholders Equity has increased in each of the last three years, with a five-year compound annual growth rate of 4.9% (FY2020 to FY2025).
- Going back by year, Liabilities and Shareholders Equity was $1.22 trillion in FY2024 (+1.8%), $1.19 trillion in FY2023 (+1.1%), $1.18 trillion in FY2022 (-0.7%) and $1.19 trillion in FY2021 (+6.5%).
- The Q2 2026 figure represents the highest quarterly Liabilities and Shareholders Equity in data going back to Q4 2009.
- Year-over-year, Liabilities and Shareholders Equity has increased for 12 consecutive quarters, with growth averaging 12.2% over the last eight quarters.
- The fastest year-over-year change in Liabilities and Shareholders Equity over five years came in Q3 2021 (growth of 24.5%), and the weakest in Q3 2022 (a decline of 2.6%).
- Business Quant data shows MS's Liabilities and Shareholders Equity at $1.58 trillion (Q1 2026), $1.42 trillion (Q4 2025) and $1.36 trillion (Q3 2025) in the three quarters before Q2 2026.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Liabilities and Shareholders Equity (Qtr) |
|---|---|---|---|---|---|
| 1 | Jpmorgan Chase | 883.45 Bn | 912.92 Bn | - | 5,015.07 Bn |
| 2 | Banco Santander Chile | 401.52 Bn | 521.46 Bn | - | 68,147.28 Bn |
| 3 | Bank Of America | 377.43 Bn | -1,998.64 Bn | - | 3,499.19 Bn |
| 4 | Hsbc Holdings | 330.31 Bn | 330.37 Bn | - | 438.87 Bn |
| 5 | Morgan Stanley | 299.17 Bn | -209.92 Bn | - | 1,675.06 Bn |
| 6 | Royal Bank Of Canada | 274.08 Bn | 124.82 Bn | - | 1,792.15 Bn |
| 7 | Mitsubishi Ufj Financial | 270.70 Bn | -1,317.79 Bn | 10.89 Bn | 2,722.33 Bn |
| 8 | Goldman Sachs | 263.13 Bn | -3,293.98 Bn | - | 2,127.71 Bn |
| 9 | Wells Fargo & Company | 243.64 Bn | 245.78 Bn | - | 2,282.20 Bn |
| 10 | American Express | 204.37 Bn | -3.81 Bn | - | 308.20 Bn |
Historic Data
Download Data
Historic 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 |
API Access
Morgan Stanley Liabilities and Shareholders Equity API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=liabilities-and-shareholders-equity&ticker=MS&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "liabilities-and-shareholders-equity", "ticker": "MS", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=liabilities-and-shareholders-equity&ticker=MS&period=max&api_key=YOUR_API_KEY");
const data = await res.json();