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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 customer margin loans ($M)

Quarterly figures from Morgan Stanley's filings and investor materials

Latest, Q2 2026
742,300
Period ended Jun 30, 2026
Change on a year earlier
+46.6%
506,400 in Q2 2025
History
46 quarters
Since Q1 2015
Sources
1
Federal Reserve Z.1 via FRED (BOGZ1FL663067003Q)

Quarterly history

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

PeriodEndedCustomer margin loans ($M)Year on yearSource
Q2 2026Jun 30, 2026742,300+46.6%Federal Reserve Z.1 via FRED (BOGZ1FL663067003Q) ↗
Q1 2026Mar 31, 2026622,200+30.5%Federal Reserve Z.1 via FRED (BOGZ1FL663067003Q) ↗
Q4 2025Dec 31, 2025609,700+25.6%Federal Reserve Z.1 via FRED (BOGZ1FL663067003Q) ↗
Q3 2025Sep 30, 2025566,100+25.4%Federal Reserve Z.1 via FRED (BOGZ1FL663067003Q) ↗
Q2 2025Jun 30, 2025506,400+12.3%Federal Reserve Z.1 via FRED (BOGZ1FL663067003Q) ↗
Q1 2025Mar 31, 2025476,900+9.9%Federal Reserve Z.1 via FRED (BOGZ1FL663067003Q) ↗
Q4 2024Dec 31, 2024485,500+22.0%Federal Reserve Z.1 via FRED (BOGZ1FL663067003Q) ↗
Q3 2024Sep 30, 2024451,500+12.3%Federal Reserve Z.1 via FRED (BOGZ1FL663067003Q) ↗
Q2 2024Jun 30, 2024451,000+18.5%Federal Reserve Z.1 via FRED (BOGZ1FL663067003Q) ↗
Q1 2024Mar 31, 2024433,800+17.1%Federal Reserve Z.1 via FRED (BOGZ1FL663067003Q) ↗
Q4 2023Dec 31, 2023397,900+4.3%Federal Reserve Z.1 via FRED (BOGZ1FL663067003Q) ↗
Q3 2023Sep 30, 2023402,000-12.3%Federal Reserve Z.1 via FRED (BOGZ1FL663067003Q) ↗
Q2 2023Jun 30, 2023380,500-18.5%Federal Reserve Z.1 via FRED (BOGZ1FL663067003Q) ↗
Q1 2023Mar 31, 2023370,500-28.6%Federal Reserve Z.1 via FRED (BOGZ1FL663067003Q) ↗
Q4 2022Dec 31, 2022381,600-26.3%Federal Reserve Z.1 via FRED (BOGZ1FL663067003Q) ↗
Q3 2022Sep 30, 2022458,600-10.7%Federal Reserve Z.1 via FRED (BOGZ1FL663067003Q) ↗

Cite this data

StockData. (2026). Morgan Stanley Customer margin loans ($M), quarterly Q1 2015–Q2 2026 [Data set]. Compiled from Morgan Stanley SEC filings and investor materials. https://stockdatahq.com/stocks/ms/kpis/z1-margin

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