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Morgan Stanley (MS) operating KPIs

MSNYSESecurity Brokers, Dealers & Flotation CompaniesFiscal year ends December 31Also trades as MS.PA, MS.PE, MS.PF, MS.PI, MS.PK, MS.PL, MS.PO, MS.PP, MS.PQ
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 4, 2026Score 17/303% below fair value
$184.30−5.70 (-3.00%)

Close on Oct 30, 2026Market cap $289.46BP/E 14.9Yield 2.09%

Morgan Stanley portfolio manager ($M)

Quarterly figures from Morgan Stanley's filings and investor materials

QuarterlyAnnual
Latest, Q2 2026
934,000
Period ended Jun 30, 2026
Change on a year earlier
+17.8%
793,000 in Q2 2025
History
35 quarters
Since Q4 2014
Sources
22
Documents cited below

Quarterly history

Hover a value to see the sentence it was read from; calculated values show their formula

PeriodEndedPortfolio manager ($M)Year on yearSource
Q2 2026Jun 30, 2026934,000+17.8%Morgan Stanley Form 10-Q, filed 2026-08-04 ↗
Q1 2026Mar 31, 2026852,000+14.7%Morgan Stanley Form 10-Q, filed 2026-08-04 ↗
Q4 2025Dec 31, 2025861,000+14.8%Morgan Stanley Form 10-Q, filed 2026-08-04 ↗
Q3 2025Sep 30, 2025842,000+13.0%Morgan Stanley Form 10-Q, filed 2025-11-03 ↗
Q2 2025Jun 30, 2025793,000+12.6%Morgan Stanley Form 10-Q, filed 2026-08-04 ↗
Q1 2025Mar 31, 2025743,000+8.0%Morgan Stanley Form 10-Q, filed 2026-08-04 ↗
Q4 2024Dec 31, 2024750,000+16.3%Morgan Stanley Form 10-Q, filed 2026-08-04 ↗
Q3 2024Sep 30, 2024745,000+24.8%Morgan Stanley Form 10-Q, filed 2025-11-03 ↗
Q2 2024Jun 30, 2024704,000+16.0%Morgan Stanley Form 10-Q, filed 2025-11-03 ↗
Q1 2024Mar 31, 2024688,000+19.0%Morgan Stanley Form 10-Q, filed 2025-08-04 ↗
Q4 2023Dec 31, 2023645,000+16.8%Morgan Stanley Form 10-K, filed 2026-02-19 ↗
Q3 2023Sep 30, 2023597,000+13.5%Morgan Stanley Form 10-Q, filed 2024-11-04 ↗
Q2 2023Jun 30, 2023607,000+11.2%Morgan Stanley Form 10-Q, filed 2024-11-04 ↗
Q1 2023Mar 31, 2023578,000-6.0%Morgan Stanley Form 10-Q, filed 2024-08-05 ↗
Q4 2022Dec 31, 2022552,000-13.2%Morgan Stanley Form 10-K, filed 2026-02-19 ↗
Q3 2022Sep 30, 2022526,000-11.7%Morgan Stanley Form 10-Q, filed 2023-11-03 ↗

Cite this data

StockData. (2026). Morgan Stanley Portfolio manager ($M), quarterly Q4 2014–Q2 2026 [Data set]. Compiled from Morgan Stanley SEC filings and investor materials. https://stockdatahq.com/stocks/ms/kpis/fb-pm

See every metric in the Morgan Stanley KPI table. Data updated Oct 25, 2026.