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Morgan Stanley
MSUnited States
58 filed reports · 890 financial concepts · 41 earnings calls · 21 media appearances
Filed reports
58 reports · Jun 2016 to Sep 2026Each report counts once it has at least one extracted financial fact. Also extracted from these reports: 229 operating metrics, 60 earnings-release figures, 395 commentary passages.
| Report type | Reports | Facts | Periods |
|---|---|---|---|
| Quarterly · 10-QSEC EDGAR | 38 | 13,125 | Jun 2016 to Jun 2026 |
| Annual · 10-KSEC EDGAR | 12 | 11,364 | Dec 2016 to Dec 2025 |
| Current · 8-KSEC EDGAR | 8 | 85 | Sep 2024 to Sep 2026 |
Documents
| Period | Type | Period end | Published | Facts | Source |
|---|---|---|---|---|---|
| FY2026 Q3 | 8-K | Sep 30, 2026 | Oct 14, 2026 | 64 | Open |
| FY2026 Q2 | 10-Q | Jun 30, 2026 | Aug 4, 2026 | 11 | Open |
| FY2026 Q2 | 10-Q | Jun 30, 2026 | Aug 4, 2026 | 982 | Open |
| FY2026 Q2 | 8-K | Jun 30, 2026 | Jul 15, 2026 | 4 | Open |
| FY2026 Q1 | 10-Q | Mar 31, 2026 | May 5, 2026 | 596 | Open |
| FY2026 Q1 | 10-Q | Mar 31, 2026 | May 5, 2026 | 6 | Open |
| FY2025 | 10-K | Dec 31, 2025 | Feb 19, 2026 | 2,003 | Open |
| FY2025 | 10-K | Dec 31, 2025 | Feb 19, 2026 | 20 | Open |
| FY2025 Q4 | 8-K | Dec 31, 2025 | Jan 15, 2026 | 5 | Open |
| FY2025 Q3 | 10-Q | Sep 30, 2025 | Nov 3, 2025 | 7 | Open |
| FY2025 Q3 | 10-Q | Sep 30, 2025 | Nov 3, 2025 | 609 | Open |
| FY2025 Q3 | 8-K | Sep 30, 2025 | Oct 15, 2025 | 3 | Open |
Financial data
890 concepts · 24,574 factsEach concept is one reported line item or metric. The count is how many values of it are held, across the periods shown.
Financial825 concepts · 20,378 facts · Dec 2014 to Sep 2026
- Advanced (as a percent)217 · Dec 2019 to Jun 2026
- Corporate215 · Jun 2015 to Jun 2026
- Standardized Approach Transitional Rules150 · Dec 2015 to Jun 2026
- Recurring100 · Dec 2015 to Jun 2026
- Allowance for loan losses69 · Dec 2015 to Jun 2026
- Standardized (as a percent)60 · Dec 2019 to Jun 2026
- Income tax expense benefit59 · Dec 2014 to Sep 2026
- Interest income expense net59 · Dec 2014 to Sep 2026
- Net income loss59 · Dec 2014 to Sep 2026
- Net income loss available to common stockholders basic59 · Dec 2014 to Sep 2026
- Noninterest expense59 · Dec 2014 to Sep 2026
- Noninterest income59 · Dec 2014 to Sep 2026
- Preferred stock dividends income statement impact59 · Dec 2014 to Sep 2026
- Profit loss59 · Dec 2014 to Sep 2026
- Revenue59 · Dec 2014 to Sep 2026
- Cash and due from banks58 · Dec 2014 to Jun 2026
- Communications and information technology58 · Dec 2014 to Sep 2026
- Dividends preferred stock58 · Dec 2014 to Sep 2026
- Floor brokerage exchange and clearance fees58 · Dec 2014 to Sep 2026
- Interest and dividend income operating58 · Dec 2014 to Sep 2026
- Interest bearing deposits in banks58 · Dec 2014 to Jun 2026
- Investment banking revenue58 · Dec 2014 to Sep 2026
- Labor and related expense58 · Dec 2014 to Sep 2026
- Marketing and advertising expense58 · Dec 2014 to Sep 2026
Segment51 concepts · 3,729 facts · Dec 2014 to Sep 2026
- Investment banking revenue244 · Dec 2016 to Sep 2026
- Revenue186 · Dec 2014 to Sep 2026
- Income tax expense benefit180 · Dec 2014 to Jun 2026
- Net income loss174 · Dec 2014 to Sep 2026
- Interest income expense net172 · Dec 2014 to Sep 2026
- Profit loss172 · Dec 2014 to Sep 2026
- Interest and dividend income operating171 · Dec 2014 to Jun 2026
- Net income loss attributable to nonredeemable noncontrolling interest171 · Dec 2014 to Jun 2026
- Noninterest income171 · Dec 2014 to Jun 2026
- Total Assets159 · Dec 2015 to Jun 2026
- Income loss from continuing operations before income taxes extraordinary items noncontrolling interest141 · Dec 2014 to Sep 2026
- Noninterest income other operating income141 · Dec 2016 to Jun 2026
- Operating Segments141 · Dec 2018 to Sep 2026
- Principal investment gains losses141 · Dec 2016 to Jun 2026
- Trading gains losses141 · Dec 2016 to Jun 2026
- WM140 · Dec 2016 to Sep 2026
- Brokerage commissions revenue138 · Dec 2016 to Jun 2026
- Interest expense (US GAAP)138 · Dec 2014 to Mar 2024
- Labor and related expense102 · Dec 2019 to Sep 2026
- Noninterest expense102 · Dec 2019 to Sep 2026
- Provision for credit losses96 · Dec 2019 to Jun 2026
- Income loss from continuing operations including portion attributable to noncontrolling interest66 · Dec 2014 to Jun 2026
- Income loss from discontinued operations net of tax57 · Dec 2014 to Dec 2020
- Interest expense operating51 · Dec 2022 to Jun 2026
Geography8 concepts · 394 facts · Dec 2014 to Sep 2026
- Revenue198 · Dec 2014 to Sep 2026
- Current foreign tax expense benefit58 · Dec 2014 to Dec 2024
- Deferred foreign income tax expense benefit58 · Dec 2014 to Dec 2024
- Total Assets34 · Dec 2015 to Dec 2025
- Income loss from continuing operations before income taxes extraordinary items noncontrolling interest18 · Dec 2017 to Dec 2025
- Foreign income tax expense benefit continuing operations14 · Dec 2015 to Dec 2018
- Income tax expense benefit11 · Dec 2014 to Dec 2016
- Revenues net of interest expense3 · Mar 2018
KPI5 concepts · 69 facts · Mar 2017 to Sep 2026
- Assets Under Management31 · Mar 2017 to Sep 2026
- Total Client Assets11 · Sep 2024 to Sep 2026
- Average Assets Under Management9 · Jun 2024 to Sep 2025
- Fee-Earning AUM9 · Sep 2024 to Sep 2026
- Net Flows9 · Mar 2021 to Sep 2026
Product1 concepts · 4 facts · Mar 2018
- Revenue4 · Mar 2018
Segments
4,127 factsFigures broken down by business line, region, product or another axis the company reports on.
Statement business segments10 members · 3,729 facts
- Institutional Securities1,225 · Dec 2014 to Sep 2026
- Investment Management1,124 · Dec 2014 to Sep 2026
- Wealth Management1,071 · Dec 2014 to Sep 2026
- Institutional securities segment66 · Dec 2015 to Jun 2026
- Asset Management55 · Dec 2015 to Dec 2025
- Global Wealth Management Group55 · Dec 2015 to Dec 2025
- Investment management segment53 · Dec 2015 to Jun 2026
- Wealth management segment53 · Dec 2015 to Jun 2026
- Global wealth management group15 · Dec 2015 to Dec 2025
- Asset management segment12 · Dec 2015 to Dec 2025
Statement geographicalsrt:StatementGeographicalAxis12 members · 230 facts
- Americas43 · Dec 2017 to Sep 2026
- Asia43 · Dec 2017 to Sep 2026
- EMEA43 · Dec 2017 to Sep 2026
- GB16 · Dec 2017 to Dec 2024
- JP16 · Dec 2017 to Dec 2024
- Other Countries16 · Dec 2017 to Dec 2024
- HK14 · Dec 2017 to Dec 2023
- Non Us9 · Dec 2017 to Dec 2025
- US9 · Dec 2017 to Dec 2025
- BR8 · Dec 2021 to Dec 2024
- Emea7 · Dec 2019 to Dec 2025
- IN6 · Dec 2022 to Dec 2024
Statement geographicalus-gaap:StatementGeographicalAxis18 members · 164 facts
- Americas22 · Dec 2014 to Mar 2019
- Asia22 · Dec 2014 to Mar 2019
- Europe Middle East And Africa15 · Dec 2014 to Dec 2017
- EMEA13 · Dec 2016 to Mar 2019
- Americas11 · Dec 2015 to Dec 2025
- Asia11 · Dec 2015 to Dec 2025
- GB10 · Dec 2014 to Dec 2018
- HK10 · Dec 2014 to Dec 2018
- JP10 · Dec 2014 to Dec 2018
- Other Countries10 · Dec 2014 to Dec 2018
- BR7 · Dec 2014 to Dec 2018
- IN7 · Dec 2014 to Dec 2018
- Europe middle east and africa5 · Dec 2015 to Dec 2019
- FR4 · Dec 2015 to Dec 2016
- MX3 · Dec 2014 to Dec 2015
- NL2 · Dec 2015
- CA1 · Dec 2017
- ES1 · Dec 2018
Product or service4 members · 4 facts
- Asset Management1 · Mar 2018
- Commission And Fee Generated Services1 · Mar 2018
- Contract With Customer Other1 · Mar 2018
- Investment Banking Services1 · Mar 2018
Text from filings
Management commentary and risk factors, extracted from SEC filings only.
- Earnings-release commentary222 claims from 9 reports · Sep 2024 to Sep 2026
- Management discussion (MD&A) commentary196 claims from 8 reports · Sep 2024 to Jun 2026
- Risk-factor changes3 claims from 1 reports · Dec 2025
- Risk factors47 risks from 2 annual reports · 2024 to 2025
Earnings calls
41 calls · Jul 2016 to Oct 2026Transcripts with management claims and analyst questions, one per fiscal period.
- FY2026 Q3Oct 14, 2026
- FY2026 Q2Jul 15, 2026
- FY2026 Q1Apr 15, 2026
- FY2025 Q4Jan 15, 2026
- FY2025 Q3Oct 15, 2025
- FY2025 Q2Jul 16, 2025
- FY2025 Q1Apr 11, 2025
- FY2024 Q4Jan 16, 2025
- FY2024 Q3Oct 16, 2024
- FY2024 Q2Jul 16, 2024
- FY2024 Q1Apr 16, 2024
- FY2023 Q4Jan 16, 2024
- FY2023 Q3Oct 18, 2023
- FY2023 Q2Jul 18, 2023
- FY2023 Q1Apr 19, 2023
- FY2022 Q4Jan 17, 2023
Executive media
21 appearancesPodcasts, interviews and conference appearances by the company's executives, with their claims.
- TV interviews15 · Oct 2023 to Apr 2026
- Podcasts5 · Apr 2025 to Jul 2026
- Other appearances1 · May 2025
Reports are counted as filed reports with at least one served fact. Counts are read from the database (last read Oct 16, 2026) and refreshed every few hours.