Morgan Stanley (MS) Loans (2012 - 2026)
Morgan Stanley (MS) posted quarterly Loans of $17.2 billion for Q1 2026, up 6.95% year-over-year from $16.1 billion in Q1 2025, and up 83.82% quarter-over-quarter from $9.4 billion in Q4 2025.
Morgan Stanley (MS) Loans (2012 - 2026) Analysis & Trends
Morgan Stanley (MS) has reported Loans for 15 consecutive years, with $17.2 billion the latest figure, recorded in Q1 2026.
- In Q1 2026, Loans rose 6.95% year-over-year to $17.2 billion; the TTM figure through Mar 2026 stood at $17.2 billion (up 6.95% YoY), while the FY2025 annual figure was $9.4 billion, down 23.91% from the prior year.
- Loans improved to $17.2 billion in Q1 2026 per MS's latest filing, from $9.4 billion in the prior quarter.
- Across five years, Loans topped out at $17.2 billion in Q1 2026 and bottomed at $9.4 billion in Q4 2025.
- Historically, Loans has averaged $13.9 billion across 5 years, with a median of $14.0 billion in 2022.
- On a YoY basis, Loans climbed as much as 20.0% in 2025 and fell as far as 23.91% in 2025.
- Morgan Stanley's Loans stood at $14.8 billion in 2022, then increased by 3.16% to $15.3 billion in 2023, then decreased by 19.25% to $12.3 billion in 2024, then dropped by 23.91% to $9.4 billion in 2025, then jumped by 83.82% to $17.2 billion in 2026.
- Business Quant data shows MS's Loans at $17.2 billion in Q1 2026, $9.4 billion in Q4 2025, and $11.4 billion in Q3 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Loans (Qtr) |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 333.21 Bn | 173.07 Bn | - | 13.06 Bn |
| 2 | Goldman Sachs | 311.14 Bn | -665.21 Bn | - | - |
| 3 | Schwab Charles | 196.95 Bn | 123.36 Bn | - | - |
| 4 | Robinhood Markets | 93.19 Bn | 75.81 Bn | 1.20 Bn | - |
| 5 | Interactive Brokers | 41.71 Bn | -22.59 Bn | - | - |
| 6 | LPL Financial Holdings | 29.06 Bn | 26.36 Bn | - | - |
| 7 | Tradeweb Markets | 23.03 Bn | 20.97 Bn | - | - |
| 8 | Circle Internet | 21.70 Bn | 19.97 Bn | 288.85 Mn | - |
| 9 | Futu Holdings | 16.14 Bn | 214.18 Mn | 733.58 Mn | - |
| 10 | UP Fintech Holding | 13.78 Bn | 13.78 Bn | - | - |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2026 | 13.06 Bn |
| Mar 31, 2026 | 17.23 Bn |
| Dec 31, 2025 | 9.37 Bn |
| Sep 30, 2025 | 11.43 Bn |
| Jun 30, 2025 | 12.33 Bn |
| Mar 31, 2025 | 16.11 Bn |
| Dec 31, 2024 | 12.32 Bn |
| Sep 30, 2024 | 12.86 Bn |
| Jun 30, 2024 | 15.28 Bn |
| Mar 31, 2024 | 13.43 Bn |
| Dec 31, 2023 | 15.26 Bn |
| Sep 30, 2023 | 14.23 Bn |
| Jun 30, 2023 | 15.28 Bn |
| Mar 31, 2023 | 15.15 Bn |
| Dec 31, 2022 | 14.79 Bn |
| Sep 30, 2022 | 13.35 Bn |
| Jun 30, 2022 | 13.03 Bn |
| Mar 31, 2022 | 14.01 Bn |
| Dec 31, 2021 | 13.83 Bn |
| Sep 30, 2021 | 13.17 Bn |