MSMorgan Stanley
$181.44+12% 1Y
$181.44
$153.5452 weeks$228.97
Operating metrics
Fee-based client assets at Morgan Stanley: $3.15T for Q3 2026, +19% on a year ago.
Operating metrics
From earnings releases, Q3 2021 to Q3 2026
Fee-based client assets, Q3 2026+19% on a year ago$3.15T
+19% on a year ago
Net new assets$232.4B
Q3 2026, +187% on a year ago
Assets under management$2.05T
Q3 2026, +13% on a year ago
Fee-based client assets, Q3 2026: $3.15T
Fee-based client assets ($ billions)7$3,155$2,653
Source: Q3 2026 earnings release, filed Oct 14, 2026Every quarter, with its source
| Quarter | Fee-based client assets | Net new assets | Assets under management | Release |
|---|---|---|---|---|
| Q3 2026 | $3.15T | $232.4B | $2.05T | Filed Oct 14, 2026 |
| Q2 2026 | $3.02T | $148.1B | $2T | Filed Jul 15, 2026 |
| Q1 2026 | $2.79T | $118.4B | $1.87T | Filed Apr 15, 2026 |
| Q4 2025 | $2.75T | $122.3B | $1.9T | Filed Jan 15, 2026 |
| Q3 2025 | $2.65T | $81B | $1.81T | Filed Oct 15, 2025 |
| Q2 2025 | $2.48T | $59.2B | $1.71T | Filed Jul 16, 2025 |
| Q1 2025 | $2.35T | $93.8B | $1.65T | Filed Apr 11, 2025 |
| Q4 2024 | $2.35T | $56.5B | $1.67T | Filed Jan 16, 2025 |
| Q3 2024 | $2.3T | $63.9B | $1.6T | Filed Oct 16, 2024 |
| Q2 2024 | $2.19T | $36.4B | $1.52T | Filed Jul 16, 2024 |
| Q1 2024 | $2.12T | $94.9B | $1.5T | Filed Apr 16, 2024 |
| Q4 2023 | $1.98T | $47.5B | $1.46T | Filed Jan 16, 2024 |
| Q3 2023 | $1.86T | $35.7B | $1.39T | Filed Oct 18, 2023 |
| Q2 2023 | $1.86T | $89.5B | $1.41T | Filed Jul 18, 2023 |
| Q1 2023 | $1.77T | $109.6B | $1.36T | Filed Apr 19, 2023 |
| Q4 2022 | $1.68T | $51.6B | $1.3T | Filed Jan 17, 2023 |
| Q3 2022 | $1.63T | $64.8B | $1.28T | Filed Oct 14, 2022 |
| Q2 2022 | $1.72T | $52.9B | $1.35T | Filed Jul 14, 2022 |
| Q1 2022 | $1.87T | $142B | $1.45T | Filed Apr 14, 2022 |
| Q4 2021 | $1.84T | $127.1B | $1.56T | Filed Jan 19, 2022 |
| Q3 2021 | $1.75T | $134.5B | $1.52T | Filed Oct 14, 2021 |
- Fee-based client assets
- Wealth Management client assets in accounts where the fee is calculated on those assets, at quarter end.
- Net new assets
- Wealth Management client asset inflows including interest and dividends, less outflows, in the quarter.
- Assets under management
- Investment Management assets under management at quarter end.
Source: company earnings releases furnished to the SEC on Form 8-K (Item 2.02, Exhibit 99), SEC EDGAR.
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