Morgan Stanley (MS) Securities - Held-to-maturity (2015 - 2026)
Morgan Stanley (MS) recorded Securities - Held-to-maturity of $47.75 billion in Q2 2026, down 15.8% from $56.7 billion a year earlier and down 5.5% from the prior quarter.
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Analysis
Morgan Stanley (MS) Securities - Held-to-maturity (2015 - 2026) Analysis & Trends
At the end of FY2025, Morgan Stanley reported Securities - Held-to-maturity of $53.09 billion, down 13.1% from FY2024.
- Annual Securities - Held-to-maturity has declined for three straight years, with a three-year compound annual growth rate of -11.1% (FY2022 to FY2025).
- Across earlier years, Securities - Held-to-maturity came in at $61.07 billion in FY2024 (-8.4%), $66.69 billion in FY2023 (-11.8%) and $75.63 billion in FY2022.
- The Q2 2026 figure is the lowest quarterly Securities - Held-to-maturity in data going back to Q4 2022.
- On a year-over-year basis, Securities - Held-to-maturity has declined for 11 consecutive quarters, with an average decline of 12.0% over the last eight quarters.
- Across the past five years, year-over-year decline in Securities - Held-to-maturity ran from 8.4% in Q4 2024 to 15.8% in Q2 2026.
- Per Business Quant, the preceding three quarters came in at $50.55 billion (Q1 2026), $53.09 billion (Q4 2025) and $55.21 billion (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) |
|---|---|---|---|---|
| 1 | Jpmorgan Chase | 920.14 Bn | 897.90 Bn | - |
| 2 | Banco Santander Chile | 407.42 Bn | -7,109.68 Bn | - |
| 3 | Bank Of America | 353.20 Bn | -2,022.91 Bn | - |
| 4 | Hsbc Holdings | 307.88 Bn | -2,967.28 Bn | - |
| 5 | Morgan Stanley | 298.41 Bn | -244.41 Bn | - |
| 6 | Royal Bank Of Canada | 283.46 Bn | -546.54 Bn | - |
| 7 | Goldman Sachs | 264.45 Bn | -3,478.99 Bn | - |
| 8 | Mitsubishi Ufj Financial | 259.19 Bn | -159.36 Bn | 5.24 Bn |
| 9 | Wells Fargo & Company | 258.28 Bn | 93.72 Bn | - |
| 10 | American Express | 215.12 Bn | 14.60 Bn | - |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Sep 30, 2026 | 47.17 Bn |
| Jun 30, 2026 | 47.75 Bn |
| Mar 31, 2026 | 50.55 Bn |
| Dec 31, 2025 | 53.09 Bn |
| Sep 30, 2025 | 55.21 Bn |
| Jun 30, 2025 | 56.70 Bn |
| Mar 31, 2025 | 59.39 Bn |
| Dec 31, 2024 | 61.07 Bn |
| Sep 30, 2024 | 62.86 Bn |
| Jun 30, 2024 | 64.19 Bn |
| Mar 31, 2024 | 65.42 Bn |
| Dec 31, 2023 | 66.69 Bn |
| Sep 30, 2023 | 70.71 Bn |
| Jun 30, 2023 | 72.23 Bn |
| Mar 31, 2023 | 74.01 Bn |
| Dec 31, 2022 | 75.63 Bn |
| Dec 31, 2019 | 44.13 Bn |
| Sep 30, 2019 | 41.08 Bn |
| Jun 30, 2019 | 40.03 Bn |
| Mar 31, 2019 | 30.77 Bn |
API Access
Morgan Stanley Securities - Held-to-maturity 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=securities-held-to-maturity&ticker=MS&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "securities-held-to-maturity", "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=securities-held-to-maturity&ticker=MS&period=max&api_key=YOUR_API_KEY");
const data = await res.json();