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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 assets under management or supervision ($M)

Quarterly figures from Morgan Stanley's filings and investor materials

QuarterlyAnnual
Latest, Q3 2026
2,046,000
Period ended Sep 30, 2026
Change on a year earlier
+13.2%
1,807,000 in Q3 2025
History
40 quarters
Since Q4 2016
Sources
32
Documents cited below

Quarterly history

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

PeriodEndedAssets under management or supervision ($M)Year on yearSource
Q3 2026Sep 30, 20262,046,000+13.2%Morgan Stanley Financial Supplement (8-K EX-99.2), filed 2026-10-14 ↗
Q2 2026Jun 30, 20262,004,000+17.0%Morgan Stanley Financial Supplement (8-K EX-99.2), filed 2026-10-14 ↗
Q1 2026Mar 31, 20261,868,000+13.4%Morgan Stanley Financial Supplement (8-K EX-99.2), filed 2026-07-15 ↗
Q4 2025Dec 31, 20251,895,000+13.7%Morgan Stanley Financial Supplement (8-K EX-99.2), filed 2026-04-15 ↗
Q3 2025Sep 30, 20251,807,000+13.1%Morgan Stanley Financial Supplement (8-K EX-99.2), filed 2026-10-14 ↗
Q2 2025Jun 30, 20251,713,000+12.8%Morgan Stanley Financial Supplement (8-K EX-99.2), filed 2026-07-15 ↗
Q1 2025Mar 31, 20251,647,000+9.4%Morgan Stanley Financial Supplement (8-K EX-99.2), filed 2026-04-15 ↗
Q4 2024Dec 31, 20241,666,000+14.2%Morgan Stanley Financial Supplement (8-K EX-99.2), filed 2026-01-15 ↗
Q3 2024Sep 30, 20241,598,000+15.1%Morgan Stanley Financial Supplement (8-K EX-99.2), filed 2025-10-15 ↗
Q2 2024Jun 30, 20241,518,000+7.5%Morgan Stanley Financial Supplement (8-K EX-99.2), filed 2025-07-16 ↗
Q1 2024Mar 31, 20241,505,000+10.5%Morgan Stanley Financial Supplement (8-K EX-99.2), filed 2025-04-11 ↗
Q4 2023Dec 31, 20231,459,000+11.8%Morgan Stanley Financial Supplement (8-K EX-99.2), filed 2025-01-16 ↗
Q3 2023Sep 30, 20231,388,000+8.5%Morgan Stanley Financial Supplement (8-K EX-99.2), filed 2024-10-16 ↗
Q2 2023Jun 30, 20231,412,000+4.5%Morgan Stanley Financial Supplement (8-K EX-99.2), filed 2024-07-16 ↗
Q1 2023Mar 31, 20231,362,000-5.9%Morgan Stanley Financial Supplement (8-K EX-99.2), filed 2024-04-16 ↗
Q4 2022Dec 31, 20221,305,000-16.6%Morgan Stanley Financial Supplement (8-K EX-99.2), filed 2024-01-16 ↗

Breakdown

What makes up assets under management or supervision

Cite this data

StockData. (2026). Morgan Stanley Assets under management or supervision ($M), quarterly Q4 2016–Q3 2026 [Data set]. Compiled from Morgan Stanley SEC filings and investor materials. https://stockdatahq.com/stocks/ms/kpis/im-aum

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