MS is the ticker symbol for MORGAN STANLEY, a publicly traded Financials sector company listed on NYSE. 13F Pro tracks MS with AI-powered analysis, an AI quality score, SEC EDGAR financials, insider transactions, and institutional 13F holdings — all sourced directly from public SEC filings.

Is MS a good stock to buy?

13F Pro's AI ranking engine scores MS at 76.2/100, ranked #80 of 2,925 stocks on a composite quality score built from its SEC filings, covering profitability, growth, balance sheet strength, and free cash flow. The full AI verdict and bull/bear case for MS is available at https://13fpro.ai/company/MS. Not investment advice — review the underlying SEC filings before making any trade.

Where does 13F Pro source MS data?

All MORGAN STANLEY fundamentals and ownership data come directly from SEC EDGAR. MORGAN STANLEY files with the SEC under CIK 895421. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

MORGAN STANLEY MS

NYSEMega CapFinancials

13F Pro quality score

Rank #80 of 2,925TOP 5%

Why it scores 76 Financials peers →

Rankings refresh quarterly once 80% of peers have filed. Next update: ~Nov 14, 2026.

Revenue

$21.35B

Quarter to Jun 30

Net income

$5.58B

Quarter to Jun 30

Free cash flow

$-3.57B

Quarter to Jun 30

Operating margin

34.4%

Quarter to Jun 30

Top Institutional Holders

as of Q2 2026

$281.33B total

MITSUBISHI UFJ FINANCIAL GROUP INC

$78.83B0.0%

STATE STREET CORP

$20.81B-1.8%

BlackRock, Inc.

$19.84B-1.6%

VANGUARD CAPITAL MANAGEMENT LLC

$16.24B0.0%

JPMORGAN CHASE & CO

$9.39B+1.8%

VANGUARD PORTFOLIO MANAGEMENT LLC

$6.31B-0.1%

GEODE CAPITAL MANAGEMENT, LLC

$5.69B-1.3%

Fisher Asset Management, LLC

$5.47B+2.2%

FMR LLC

$5.21B+9.6%

PRICE T ROWE ASSOCIATES INC /MD/

$4.02B+13.1%

Capital Research Global Investors

$3.78B-10.9%

NORGES BANK

$3.76B--

BANK OF AMERICA CORP /DE/

$3.48B+2.0%

AMERIPRISE FINANCIAL INC

$2.95B+1.3%

GOLDMAN SACHS GROUP INC

$2.91B-6.5%

NORTHERN TRUST CORP

$2.62B-2.4%

UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME

$2.34B+1.7%

UBS Group AG

$2.20B-11.7%

SCHRODER INVESTMENT MANAGEMENT GROUP

$2.14B-0.2%

Capital World Investors

$2.13B+529.2%

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

$2.08B-0.4%

Bank of New York Mellon Corp

$2.04B-0.4%

Invesco Ltd.

$1.92B+17.3%

MASSACHUSETTS FINANCIAL SERVICES CO /MA/

$1.92B-21.6%

FRANKLIN RESOURCES INC

$1.75B-8.9%

See all 2,757 institutional holders →

What's Driving MS's Business? Latest 10-Q Breakdown

37/37 datapoints verified

AI-extracted from the 10-Q filed 2026-08-04 — Q2 2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

Net revenues rose 27% YoY to $21.3B and diluted EPS 62% to $3.46, led by Institutional Securities Equity revenues up 69% and $148 billion of net new assets.

Biggest Revenue Drivers

Institutional Securities$11,040M+44% YoY

Primarily reflecting higher results in Equity on increased client activity and higher Investment Banking results

Wealth Management$8,856M+14% YoY

Higher Asset management revenues on higher market levels and positive fee-based flows, increased Net interest income and higher client activity

Biggest Revenue Drivers

Total revenue: $21.3B+27% YoY

Institutional Securities$11,040M+44% YoY

Primarily reflecting higher results in Equity on increased client activity and higher Investment Banking results

Within Institutional Securities

Equity$6,300M+69% YoY

Increase in Financing and Execution services, particularly in Asia, on higher average client balances and derivatives results

Wealth Management$8,856M+14% YoY

Higher Asset management revenues on higher market levels and positive fee-based flows, increased Net interest income and higher client activity

Within Wealth Management

Asset management$5,261M+19% YoY

Higher fee-based assets due to higher market levels and the cumulative impact of positive fee-based flows

Investment Management$1,646M+6% YoY

Higher Asset management and related fees driven by higher average AUM on higher market levels

Largest Expense Items

Compensation and benefits$8,187M+14% YoY

Increase in the formulaic payout to Wealth Management advisors and higher discretionary incentive compensation within Institutional Securities, both on higher revenues

Non-compensation expenses$5,715M+19% YoY

Primarily higher execution-related expenses and increased technology spend

Provision for credit losses$98Mvs $196M prior year quarter

Primarily related to certain specific commercial real estate and corporate loans and portfolio growth in corporate loans and secured lending facilities

Margins: Expense efficiency ratio improved to 65% from 71%, and pre-tax margin rose to 34% from 28%. Wealth Management pre-tax margin was 30.5%; Institutional Securities pre-tax margin reached 39% versus 28%.

Watch Items from the Filing

Institutional Securities Other revenues were a $152 million loss versus a $202 million gain, reflecting higher mark-to-market losses on corporate loans, inclusive of hedges.
Just over half of the quarter's $148 billion of net new assets represented inflows related to IPOs of certain clients in the Workplace channel.
Commercial real estate ACL-to-loan ratio rose to 4.0% from 3.5%; total loans and lending commitments grew about $44 billion since December 31, 2025.
SLR fell to 4.9% from 5.4% and Tier 1 leverage to 6.0% from 6.7% as total assets grew to $1.675 trillion from $1.420 trillion.
Investment Management Equity AUM saw $13 billion of net outflows in the quarter; long-term average fee rate fell to 36 bps from 40 bps.

AI-extracted and verified against SEC EDGAR filing text. Not investment advice.

Read the full 10-Q on SEC EDGAR →

Key Metrics

Revenue

Q2 2026

EDGAR

Net Income

Q2 2026

EDGAR

EPS (Diluted)

Q2 2026

EDGAR

Operating Margin

Q2 2026

EDGAR

ROIC

Q2 2026

EDGAR

Free Cash Flow

Q2 2026

EDGAR

Debt/Equity

Q2 2026

EDGAR

Financial Trends

Revenue & Net Income

13fpro.ai/company/MS

Earnings Per Share

13fpro.ai/company/MS

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MORGAN STANLEY reported revenue, net income and margins by fiscal period, from SEC filings.
Period	Form	Revenue	Net income	Op. marginOperating margin
FY 2025	10-K	$70.6B	$16.9B	31.1%
FY 2024	10-K	$61.8B	$13.4B	28.5%
FY 2023	10-K	$54.1B	$9.1B	21.8%
FY 2022	10-K	$53.7B	$11.0B	26.3%
FY 2021	10-K	$59.8B	$15.0B	32.9%
FY 2020	10-K	$48.8B	$11.0B	29.6%

About MORGAN STANLEY (MS): stock profile, AI score and financials

MORGAN STANLEY (MS) stock profile, AI quality score, and SEC EDGAR financial data, a Financials sector company. 13F Pro's AI-powered ranking engine scores MS at 76.2/100 on a composite quality score built from its SEC filings, placing it at rank #80 of 2,925 stocks — the top 5% of the AI-ranked universe. MS scores in the top quartile across revenue scale (97.9), profitability (87.6), revenue growth (77.7). Areas of concern include earnings quality (6.7) and free cash flow (12.5), which score below median versus the broader universe. Shareholder dilution risk is elevated at 33.6/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), MORGAN STANLEY reports quarterly revenue of $21.3B, net income of $5.6B, an operating margin of 34.4%. Top institutional holders of MS by reported 13-F value include MITSUBISHI UFJ FINANCIAL GROUP, STATE STREET, BlackRock, based on the most recent SEC filings. MS trades on the NYSE exchange and files with the SEC under CIK 895421. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate MS daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for MORGAN STANLEY directly from SEC EDGAR.

Financials through the period ended Jun 30, 2026SEC EDGAR: CIK 895421 →

MORGAN STANLEY MS

Top Institutional Holders

What's Driving MS's Business? Latest 10-Q Breakdown

Biggest Revenue Drivers

Biggest Revenue Drivers

Largest Expense Items

Watch Items from the Filing

Key Metrics

Financial Trends

Revenue & Net Income

Earnings Per Share

MS key financials by period

MS insiders

Congress trading in MS

About MORGAN STANLEY (MS): stock profile, AI score and financials

MORGAN STANLEY MS

Top Institutional Holders

What's Driving MS's Business? Latest 10-Q Breakdown

Biggest Revenue Drivers

Key Metrics

Financial Trends

Revenue & Net Income

Earnings Per Share

MS key financials by period

Companies similar to MS

MS insiders

Congress trading in MS

About MORGAN STANLEY (MS): stock profile, AI score and financials