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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 loans held for investment, gross ($M)

Quarterly figures from Morgan Stanley's filings and investor materials

QuarterlyAnnual
Latest, Q3 2026
298,452
Period ended Sep 30, 2026
Change on a year earlier
+16.1%
257,076 in Q3 2025
History
25 quarters
Since Q2 2020
Sources
25
Documents cited below

Quarterly history

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

PeriodEndedLoans held for investment, gross ($M)Year on yearSource
Q3 2026Sep 30, 2026298,452+16.1%Morgan Stanley Financial Supplement (8-K EX-99.2), filed 2026-10-14 ↗
Q2 2026Jun 30, 2026290,563+17.7%Morgan Stanley Financial Supplement (8-K EX-99.2), filed 2026-07-15 ↗
Q1 2026Mar 31, 2026277,854+18.8%Morgan Stanley Financial Supplement (8-K EX-99.2), filed 2026-04-15 ↗
Q4 2025Dec 31, 2025269,849+18.9%Morgan Stanley Financial Supplement (8-K EX-99.2), filed 2026-01-15 ↗
Q3 2025Sep 30, 2025257,076+17.3%Morgan Stanley Financial Supplement (8-K EX-99.2), filed 2025-10-15 ↗
Q2 2025Jun 30, 2025246,921+15.3%Morgan Stanley Financial Supplement (8-K EX-99.2), filed 2025-07-16 ↗
Q1 2025Mar 31, 2025233,921+14.1%Morgan Stanley Financial Supplement (8-K EX-99.2), filed 2025-04-11 ↗
Q4 2024Dec 31, 2024226,896+10.9%Morgan Stanley Financial Supplement (8-K EX-99.2), filed 2025-01-16 ↗
Q3 2024Sep 30, 2024219,112+7.5%Morgan Stanley Financial Supplement (8-K EX-99.2), filed 2024-10-16 ↗
Q2 2024Jun 30, 2024214,135+6.2%Morgan Stanley Financial Supplement (8-K EX-99.2), filed 2024-07-16 ↗
Q1 2024Mar 31, 2024204,931+2.2%Morgan Stanley Financial Supplement (8-K EX-99.2), filed 2024-04-16 ↗
Q4 2023Dec 31, 2023204,550+2.4%Morgan Stanley Financial Supplement (8-K EX-99.2), filed 2024-01-16 ↗
Q3 2023Sep 30, 2023203,895+2.8%Morgan Stanley Earnings release (8-K), filed 2023-10-18 ↗
Q2 2023Jun 30, 2023201,605+3.8%Morgan Stanley Earnings release (8-K), filed 2023-07-18 ↗
Q1 2023Mar 31, 2023200,516+9.6%Morgan Stanley Financial Supplement (8-K EX-99.2), filed 2023-04-19 ↗
Q4 2022Dec 31, 2022199,832+14.2%Morgan Stanley Earnings release (8-K), filed 2023-01-17 ↗

Breakdown

What makes up loans held for investment, gross

Cite this data

StockData. (2026). Morgan Stanley Loans held for investment, gross ($M), quarterly Q2 2020–Q3 2026 [Data set]. Compiled from Morgan Stanley SEC filings and investor materials. https://stockdatahq.com/stocks/ms/kpis/hfi

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