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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 u.S. broker-dealers: total financial assets (Fed Z.1) ($M)

Quarterly figures from Morgan Stanley's filings and investor materials

Latest, Q2 2026
7,241,800
Period ended Jun 30, 2026
Change on a year earlier
+20.3%
6,018,000 in Q2 2025
History
46 quarters
Since Q1 2015
Sources
1
Federal Reserve Z.1 via FRED (BOGZ1FL664090005Q)

Quarterly history

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

PeriodEndedU.S. broker-dealers: total financial assets (Fed Z.1) ($M)Year on yearSource
Q2 2026Jun 30, 20267,241,800+20.3%Federal Reserve Z.1 via FRED (BOGZ1FL664090005Q) ↗
Q1 2026Mar 31, 20266,689,100+16.2%Federal Reserve Z.1 via FRED (BOGZ1FL664090005Q) ↗
Q4 2025Dec 31, 20256,275,500+19.1%Federal Reserve Z.1 via FRED (BOGZ1FL664090005Q) ↗
Q3 2025Sep 30, 20256,128,000+11.3%Federal Reserve Z.1 via FRED (BOGZ1FL664090005Q) ↗
Q2 2025Jun 30, 20256,018,000+16.4%Federal Reserve Z.1 via FRED (BOGZ1FL664090005Q) ↗
Q1 2025Mar 31, 20255,758,900+11.9%Federal Reserve Z.1 via FRED (BOGZ1FL664090005Q) ↗
Q4 2024Dec 31, 20245,269,600+8.1%Federal Reserve Z.1 via FRED (BOGZ1FL664090005Q) ↗
Q3 2024Sep 30, 20245,508,300+15.8%Federal Reserve Z.1 via FRED (BOGZ1FL664090005Q) ↗
Q2 2024Jun 30, 20245,169,400+7.5%Federal Reserve Z.1 via FRED (BOGZ1FL664090005Q) ↗
Q1 2024Mar 31, 20245,145,000+7.1%Federal Reserve Z.1 via FRED (BOGZ1FL664090005Q) ↗
Q4 2023Dec 31, 20234,875,800+11.5%Federal Reserve Z.1 via FRED (BOGZ1FL664090005Q) ↗
Q3 2023Sep 30, 20234,757,100+7.5%Federal Reserve Z.1 via FRED (BOGZ1FL664090005Q) ↗
Q2 2023Jun 30, 20234,809,200+8.5%Federal Reserve Z.1 via FRED (BOGZ1FL664090005Q) ↗
Q1 2023Mar 31, 20234,803,800+5.1%Federal Reserve Z.1 via FRED (BOGZ1FL664090005Q) ↗
Q4 2022Dec 31, 20224,373,100-0.2%Federal Reserve Z.1 via FRED (BOGZ1FL664090005Q) ↗
Q3 2022Sep 30, 20224,424,200+0.7%Federal Reserve Z.1 via FRED (BOGZ1FL664090005Q) ↗

Breakdown

What makes up u.s. broker-dealers: total financial assets (fed z.1)

Cite this data

StockData. (2026). Morgan Stanley U.S. broker-dealers: total financial assets (Fed Z.1) ($M), quarterly Q1 2015–Q2 2026 [Data set]. Compiled from Morgan Stanley SEC filings and investor materials. https://stockdatahq.com/stocks/ms/kpis/z1-assets

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