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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 long-term AUM ($M)

Quarterly figures from Morgan Stanley's filings and investor materials

QuarterlyAnnual
Latest, Q3 2026
1,326,000
Period ended Sep 30, 2026
Change on a year earlier
+7.8%
1,230,000 in Q3 2025
History
39 quarters
Since Q1 2017
Sources
31
Documents cited below

Quarterly history

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

PeriodEndedLong-term AUM ($M)Year on yearSource
Q3 2026Sep 30, 20261,326,000+7.8%Morgan Stanley Financial Supplement (8-K EX-99.2), filed 2026-10-14 ↗
Q2 2026Jun 30, 20261,316,000+12.6%Morgan Stanley Financial Supplement (8-K EX-99.2), filed 2026-10-14 ↗
Q1 2026Mar 31, 20261,210,000+11.4%Morgan Stanley Financial Supplement (8-K EX-99.2), filed 2026-07-15 ↗
Q4 2025Dec 31, 20251,246,000+13.6%Morgan Stanley Financial Supplement (8-K EX-99.2), filed 2026-04-15 ↗
Q3 2025Sep 30, 20251,230,000+12.3%Morgan Stanley Financial Supplement (8-K EX-99.2), filed 2026-10-14 ↗
Q2 2025Jun 30, 20251,169,000+12.9%Morgan Stanley Financial Supplement (8-K EX-99.2), filed 2026-07-15 ↗
Q1 2025Mar 31, 20251,086,000+5.7%Morgan Stanley Financial Supplement (8-K EX-99.2), filed 2026-04-15 ↗
Q4 2024Dec 31, 20241,097,000+12.6%Morgan Stanley Financial Supplement (8-K EX-99.2), filed 2026-01-15 ↗
Q3 2024Sep 30, 20241,095,000+20.7%Morgan Stanley Financial Supplement (8-K EX-99.2), filed 2025-10-15 ↗
Q2 2024Jun 30, 20241,035,000+10.6%Morgan Stanley Financial Supplement (8-K EX-99.2), filed 2025-07-16 ↗
Q1 2024Mar 31, 20241,027,000+14.1%Morgan Stanley Financial Supplement (8-K EX-99.2), filed 2025-04-11 ↗
Q4 2023Dec 31, 2023974,000+12.9%Morgan Stanley Financial Supplement (8-K EX-99.2), filed 2025-01-16 ↗
Q3 2023Sep 30, 2023907,000+9.9%Morgan Stanley Financial Supplement (8-K EX-99.2), filed 2024-10-16 ↗
Q2 2023Jun 30, 2023936,000+8.7%Morgan Stanley Financial Supplement (8-K EX-99.2), filed 2024-07-16 ↗
Q1 2023Mar 31, 2023900,000-8.3%Morgan Stanley Financial Supplement (8-K EX-99.2), filed 2024-04-16 ↗
Q4 2022Dec 31, 2022863,000-19.2%Morgan Stanley Financial Supplement (8-K EX-99.2), filed 2024-01-16 ↗

Breakdown

What makes up long-term aum

Cite this data

StockData. (2026). Morgan Stanley Long-term AUM ($M), quarterly Q1 2017–Q3 2026 [Data set]. Compiled from Morgan Stanley SEC filings and investor materials. https://stockdatahq.com/stocks/ms/kpis/im-lt

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