What is the 13F Pro Quality Score for MS?

13F Pro ranks MORGAN STANLEY (MS) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View MS's current score at https://13fpro.ai/company/MS (free sign-up required for the full ranking).

Which hedge funds own the most MS stock?

Based on the most recent Form 13F-HR filings on SEC EDGAR, the largest reported institutional holders of MS include MITSUBISHI UFJ FINANCIAL GROUP, STATE STREET, BlackRock,. Holdings are reported quarterly within 45 days of quarter-end and updated on https://13fpro.ai/company/MS as soon as new 13F filings post.

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.

What sector is MS in?

MORGAN STANLEY (MS) is classified in the Financials sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/financials.

What drives MS's revenue?

Per MORGAN STANLEY's latest 10-Q filed with the SEC on 2026-08-04, the biggest revenue drivers are: Institutional Securities ($11,040M, +44% YoY); Wealth Management ($8,856M, +14% YoY); Equity ($6,300M, +69% YoY). Figures are extracted from the filing text and machine-verified against the document. Full breakdown at https://13fpro.ai/company/MS.

What are MS's largest expenses?

MORGAN STANLEY's latest 10-Q reports these as the largest expense items: Compensation and benefits ($8,187M, +14% YoY); Non-compensation expenses ($5,715M, +19% YoY); Provision for credit losses ($98M, vs $196M prior year quarter). Sourced directly from SEC EDGAR filing text for Q2 2026 (quarter ended June 30, 2026).

How often is MS research updated on 13F Pro?

MS's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

MORGAN STANLEY(MS)Stock Analysis

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SEC EDGAR: CIK 895421 MS stock profile & AI dashboard →

13F Pro Quality Score

75.8/100

Rank #94 of 2,961 stocksTOP 5%

View Financials peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.

Revenue Growth

75.7/100

Profitability

88.0/100

Balance Sheet

47.6/100

Earnings Quality

7.3/100

Free Cash Flow

12.9/100

Institutional Flow

65.0/100

Revenue Scale

98.0/100

Dilution Risk

34.5/100

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Why MS Scores 76/100

exact factor attribution · 2026-09-11

MS's composite is driven by scale and profitability, held back by free cash flow and earnings quality. Bars show each factor's exact push vs. a median company, using the same weights the ranking engine applies.

Scale

+9.6 pts

98th pct

Profitability

+7.6 pts

88th pct

Revenue growth

+6.8 pts

76th pct

Earnings growth

+2.1 pts

82th pct

Institutional flow

+1.0 pts

65th pct

Capital efficiency

-0.3 pts

48th pct

Shareholder dilution

-1.0 pts

35th pct

Earnings quality

-4.3 pts

7th pct

Free cash flow

-5.6 pts

13th pct

Factor percentiles are cross-sectional ranks across the ~2,800-stock scored universe, computed from SEC EDGAR filings. Not investment advice.

MS Stock Analysis & AI Quality Score

Data updated 2026-09-11

AI stock analysis and institutional research for MORGAN STANLEY (MS), a Financials sector company. 13F Pro's AI-powered ranking engine scores MS at 75.8/100 on a 32-signal composite quality model, placing it at rank #94 of 2,961 stocks — the top 5% of the AI-ranked universe. MS scores in the top quartile across revenue scale (98.0), profitability (88.0), revenue growth (75.7). Areas of concern include earnings quality (7.3) and free cash flow (12.9), which score below median versus the broader universe. Shareholder dilution risk is elevated at 34.5/100, 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. 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. MORGAN STANLEY's 13F Pro composite quality score has ranged between 35 and 76 since 2026, currently 75.8 — an improving long-term trajectory across 8 quarterly and live scoring snapshots.

✦

Fun facts about MORGAN STANLEY

Quirks, history, and lore behind MS — the kind of stuff that makes a stock memorable.

1
The Basics
U.S. financial services firm · mega-cap · listed on the NYSE · headquartered in Midtown Manhattan.
2
The Numbers
Manages roughly $5 trillion in client assets and employs more than 80,000 people worldwide — a true financial superpower hiding in a suit.
3
The History
Founded in 1935 by partners who spun out of a legendary rival after the Glass-Steagall Act forced the big banks to choose between commercial and investment banking.
4
The Secret
Its Wealth Management division — not its storied trading floors — now generates the lion's share of revenue, thanks partly to a massive E*TRADE acquisition in 2020.
5
The Lore
The firm has advised on some of the biggest IPOs in history, including Facebook's, and its analysts' stock ratings can move markets before most people finish their morning coffee.
6
The Giveaway
Two surnames, one blue-chip brand: a Morgan and a Stanley put their names above the door in 1935, and Wall Street has said both ever since.

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

✓ 37/37 datapoints verified

AI-extracted from MORGAN STANLEY's 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 →Share on X

Revenue

Q2 2026

$21.3B

Net Income

Q2 2026

$5.6B

ROIC

Q2 2026

5.8%

D/E Ratio

Q2 2026

3.37

Period

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro

Revenue

+14.4% YoY

$70.64BFY 2025

FY22 $53.67BFY23 $54.14BFY24 $61.76BFY25 $70.64B

Net Income

+25.9% YoY

$16.86BFY 2025

FY22 $11.03BFY23 $9.09BFY24 $13.39BFY25 $16.86B

EPS (Diluted)

+28.4% YoY

$10.21FY 2025

FY22 $6.15FY23 $5.18FY24 $7.95FY25 $10.21

Total Assets

+16.9% YoY

$1.42TFY 2025

FY22 $1.18TFY23 $1.19TFY24 $1.22TFY25 $1.42T

Total Debt

+20.8% YoY

$348.94BFY 2025

FY22 $238.06BFY23 $263.73BFY24 $288.82BFY25 $348.94B

Op. Cash Flow

-1413.4% YoY

$-17.89BFY 2025

FY22 $-6.40BFY23 $-33.54BFY24 $1.36BFY25 $-17.89B

Metric	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021	FY 2020
Revenue	$70.64B +14.4%	$61.76B +14.1%	$54.14B +0.9%	$53.67B -10.2%	$59.76B +22.6%	$48.76B
Net Income	$16.86B +25.9%	$13.39B +47.4%	$9.09B -17.6%	$11.03B -26.6%	$15.03B +36.7%	$11.00B
EPS (Diluted)	$10.21 +28.4%	$7.95 +53.5%	$5.18 -15.8%	$6.15 -23.4%	$8.03 +24.3%	$6.46
Total Assets	$1.42T +16.9%	$1.22T +1.8%	$1.19T +1.1%	$1.18T -0.7%	$1.19T +6.5%	$1.12T
Total Debt	$348.94B +20.8%	$288.82B +9.5%	$263.73B +10.8%	$238.06B +2.1%	$233.13B +7.4%	$217.08B
Operating Cash Flow	$-17.89B -1413.4%	$1.36B +104.1%	$-33.54B -424.2%	$-6.40B -118.8%	$33.97B +234.6%	$-25.23B

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Available Research

13F Pro tracks comprehensive data for MORGAN STANLEY including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of MS

MITSUBISHI UFJ FINANCIAL GROUP INC
$78.8B377,085,167 sh
STATE STREET CORP
$20.8B99,560,815 sh
BlackRock, Inc.
$19.8B94,899,620 sh
VANGUARD CAPITAL MANAGEMENT LLC
$16.2B77,700,641 sh
JPMORGAN CHASE & CO
$9.4B44,363,477 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$6.3B30,203,228 sh
GEODE CAPITAL MANAGEMENT, LLC
$5.7B27,346,327 sh
Fisher Asset Management, LLC
$5.5B26,172,995 sh
FMR LLC
$5.2B24,903,987 sh
PRICE T ROWE ASSOCIATES INC /MD/
$4.0B19,246,850 sh

Fund	Value	Shares
MITSUBISHI UFJ FINANCIAL GROUP INC	$78.8B	377,085,167
STATE STREET CORP	$20.8B	99,560,815
BlackRock, Inc.	$19.8B	94,899,620
VANGUARD CAPITAL MANAGEMENT LLC	$16.2B	77,700,641
JPMORGAN CHASE & CO	$9.4B	44,363,477
VANGUARD PORTFOLIO MANAGEMENT LLC	$6.3B	30,203,228
GEODE CAPITAL MANAGEMENT, LLC	$5.7B	27,346,327
Fisher Asset Management, LLC	$5.5B	26,172,995
FMR LLC	$5.2B	24,903,987
PRICE T ROWE ASSOCIATES INC /MD/	$4.0B	19,246,850

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Is MS a good stock to buy?

13F Pro's AI-powered analysis of MORGAN STANLEY (MS) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Financials sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for MS are available on the MS stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. MS is classified as a mega company.

Which hedge funds own MS?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling MS. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of MORGAN STANLEY's investment landscape.