THE INTRADAY

MS · Company KPIs

Morgan Stanley (MS) KPIs

Wealth Management total client assets, Wealth Management net new assets, Investment Management total assets under management or supervision, Worldwide employees. As reported in SEC filings, with the source line for each figure.

Wealth Management total client assets

$8.43T at Sep 30, 2026

Dec 31, 2024: $6.19TMar 31, 2025: $6.01TJun 30, 2025: $6.49TSep 30, 2025: $7.05TDec 31, 2025: $7.38TMar 31, 2026: $7.34TJun 30, 2026: $8.08TSep 30, 2026: $8.43TDec 31, 2024Sep 30, 2026

The filings read for this page do not define this measure.

Wealth Management total client assets, as first reported, with the line it was read from
Period endedFigureFiling text
Sep 30, 2026$8.43TTotal client assets · $8,433 · $8,084 · $7,054 · 4% · 20%8-K filed 2026-10-14
Jun 30, 2026$8.08TTotal client assets · $8,084 · $7,345 · $6,492 · 10% · 25%8-K filed 2026-07-15
Mar 31, 2026$7.34TTotal client assets · $7,345 · $7,381 · $6,015 · —% · 22%8-K filed 2026-04-15
Dec 31, 2025$7.38TTotal client assets · $7,381 · $7,054 · $6,194 · 5%% · 19%%8-K filed 2026-01-15
Sep 30, 2025$7.05TTotal client assets · $7,054 · $6,492 · $5,974 · 9% · 18%8-K filed 2025-10-15
Jun 30, 2025$6.49TTotal client assets · $7,054 · $6,492 · $5,974 · 9% · 18%8-K filed 2025-10-15
Mar 31, 2025$6.01TTotal client assets · $7,345 · $7,381 · $6,015 · —% · 22%8-K filed 2026-04-15
Dec 31, 2024$6.19TTotal client assets · $7,381 · $7,054 · $6,194 · 5%% · 19%%8-K filed 2026-01-15

Wealth Management net new assets

$232.4B for the period ended Sep 30, 2026

Dec 31, 2024: $56.5BMar 31, 2025: $93.8BJun 30, 2025: $59.2BSep 30, 2025: $81BDec 31, 2025: $122.3BMar 31, 2026: $118.4BJun 30, 2026: $148.1BSep 30, 2026: $232.4BDec 31, 2024Sep 30, 2026

The filings read for this page do not define this measure.

Wealth Management net new assets, as first reported, with the line it was read from
Period endedFigureFiling text
Sep 30, 2026$232.4BNet new assets · $232.4 · $148.1 · $81.0 · 57% · 187%8-K filed 2026-10-14
Jun 30, 2026$148.1BNet new assets · $148.1 · $118.4 · $59.2 · 25% · 150%8-K filed 2026-07-15
Mar 31, 2026$118.4BNet new assets · $118.4 · $122.3 · $93.8 · (3%) · 26%8-K filed 2026-04-15
Dec 31, 2025$122.3BNet new assets · $122.3 · $81.0 · $56.5 · 51%% · 116%%8-K filed 2026-01-15
Sep 30, 2025$81BNet new assets · $81.0 · $59.2 · $63.9 · 37% · 27%8-K filed 2025-10-15
Jun 30, 2025$59.2BNet new assets · $81.0 · $59.2 · $63.9 · 37% · 27%8-K filed 2025-10-15
Mar 31, 2025$93.8BNet new assets · $118.4 · $122.3 · $93.8 · (3%) · 26%8-K filed 2026-04-15
Dec 31, 2024$56.5BNet new assets · $122.3 · $81.0 · $56.5 · 51%% · 116%%8-K filed 2026-01-15

Investment Management total assets under management or supervision

$2.05T at Sep 30, 2026

Dec 31, 2024: $1.67TMar 31, 2025: $1.65TJun 30, 2025: $1.71TSep 30, 2025: $1.81TDec 31, 2025: $1.9TMar 31, 2026: $1.87TJun 30, 2026: $2TSep 30, 2026: $2.05TDec 31, 2024Sep 30, 2026

The company’s definition: AUM is defined as assets under management or supervision. Source

Investment Management total assets under management or supervision, as first reported, with the line it was read from
Period endedFigureFiling text
Sep 30, 2026$2.05TTotal Assets Under Management or Supervision · $2,046 · $2,004 · $1,807 · 2% · 13%8-K filed 2026-10-14
Jun 30, 2026$2TTotal Assets Under Management or Supervision · $2,004 · $1,868 · $1,713 · 7% · 17%8-K filed 2026-07-15
Mar 31, 2026$1.87TTotal Assets Under Management or Supervision · $1,868 · $1,895 · $1,647 · (1%) · 13%8-K filed 2026-04-15
Dec 31, 2025$1.9TTotal Assets Under Management or Supervision · $1,895 · $1,807 · $1,666 · 5%% · 14%%8-K filed 2026-01-15
Sep 30, 2025$1.81TTotal Assets Under Management or Supervision · $1,807 · $1,713 · $1,598 · 5% · 13%8-K filed 2025-10-15
Jun 30, 2025$1.71TTotal Assets Under Management or Supervision · $1,807 · $1,713 · $1,598 · 5% · 13%8-K filed 2025-10-15
Mar 31, 2025$1.65TTotal Assets Under Management or Supervision · $1,868 · $1,895 · $1,647 · (1%) · 13%8-K filed 2026-04-15
Dec 31, 2024$1.67TTotal Assets Under Management or Supervision · $1,895 · $1,807 · $1,666 · 5%% · 14%%8-K filed 2026-01-15

Worldwide employees

83,728 at Sep 30, 2026

Sep 30, 2024: 80,205Dec 31, 2024: 80,478Mar 31, 2025: 81,023Jun 30, 2025: 80,393Sep 30, 2025: 82,398Dec 31, 2025: 82,992Sep 30, 2026: 83,728Sep 30, 2024Sep 30, 2026

The filings read for this page do not define this measure.

Worldwide employees, as first reported, with the line it was read from
Period endedFigureFiling text
Sep 30, 202683,728Worldwide employees · 83,728 · 82,944 · 82,398 · 1% · 2%8-K filed 2026-10-14
Dec 31, 202582,992Worldwide employees · 82,992 · 82,398 · 80,478 · 1%% · 3%%8-K filed 2026-01-15
Sep 30, 202582,398Worldwide employees · 82,398 · 80,393 · 80,205 · 2% · 3%8-K filed 2025-10-15
Jun 30, 202580,393Worldwide employees · 82,398 · 80,393 · 80,205 · 2% · 3%8-K filed 2025-10-15
Mar 31, 202581,023Worldwide employees · 83,922 · 82,992 · 81,023 · 1% · 4%8-K filed 2026-04-15
Dec 31, 202480,478Worldwide employees · 82,992 · 82,398 · 80,478 · 1%% · 3%%8-K filed 2026-01-15
Sep 30, 202480,205Worldwide employees · 82,398 · 80,393 · 80,205 · 2% · 3%8-K filed 2025-10-15

Reading notes

Figures are shown as first reported. If a later filing prints a different figure for the same period, both appear. A figure marked ≈ or shown in words is how the company itself states it, not an estimate of ours. Companies change definitions over time, so compare periods with the quoted definition in mind. Periods that failed our checks are left out, so gaps are expected.

This page shows the latest 8 periods of each metric.