FinObservatory

US bank holding companies / RSSD 2162966

MORGAN STANLEY

MORGAN STANLEY

49 FR Y-9C filings, Q1 2009 through Q1 2021 (report dates Mar 31, 2009 to Mar 31, 2021). Consolidated assets peak at $1.16T at Q1 2021. At its last filing the balance sheet is $1.16T of assets against $1.05T of liabilities and $106.26B of equity capital, which ranks 6 of 349 filers at Q1 2021 and is 4.62% of everything they consolidate. That is the last quarter of the panel, so this entity was still filing when the source ends.

$1.16T
consolidated assets
Q1 2021
9.17%
equity capital / assets
excludes minority interests
7.25%
Tier 1 / assets
Q1 2021
10.9x
assets / equity capital
book leverage

At Q1 2021 this filer’s assets minus liabilities minus equity capital leave $1.33B unaccounted for. That is not an error in the data: TOTAL_EQUITY_CAPITAL on the FR Y-9C is common and preferred equity and excludes noncontrolling (minority) interests in consolidated subsidiaries. Book debt on this page is therefore the reported liabilities column, never assets minus equity.

Consolidated balance sheet

Assets and liabilities as filed, every quarter this entity reported. Thousands of US dollars, nominal.

$0$500B$1.0T$1.5T2009201020112012201320142015201620172018201920202021total assetstotal liabilities

Source: Federal Reserve, FR Y-9C Consolidated Financial Statements for Holding Companies TOTAL_ASSETS_THOUSANDS_USD and TOTAL_LIABILITIES_THOUSANDS_USD for RSSD 2162966. Where the rule is drawn, it marks Q1 2006. Methodology

Capital ratios

Equity capital over assets, and Tier 1 over assets. Tier 1 is reported in 49 of this entity’s 49 filings; quarters where it is not reported are left out of the line rather than plotted as zero.

5%6%7%8%9%10%2009201020112012201320142015201620172018201920202021equity capital / assetsTier 1 / assets

Source: Federal Reserve, FR Y-9C Consolidated Financial Statements for Holding Companies Both ratios use reported values only; a null Tier 1 means the form did not collect it, not that capital was zero. Methodology

Every filing

QuarterAssetsLiabilitiesEquity capitalTier 1Assets / equity
Q1 2009$626.02B$576.82B$48.52B$48.09B12.9x
Q2 2009$676.96B$625.49B$46.59B$43.82B14.5x
Q3 2009$769.50B$717.28B$46.35B$45.96B16.6x
Q4 2009$770.94B$718.16B$46.69B$46.67B16.5x
Q1 2010$819.20B$764.02B$48.26B$50.12B17.0x
Q2 2010$808.93B$749.77B$51.01B$53.54B15.9x
Q3 2010$841.37B$775.79B$56.88B$53.52B14.8x
Q4 2010$807.70B$742.29B$57.21B$52.88B14.1x
Q1 2011$836.18B$769.68B$58.19B$49.88B14.4x
Q2 2011$830.75B$762.60B$59.71B$51.17B13.9x
Q3 2011$794.94B$724.85B$61.83B$51.61B12.9x
Q4 2011$749.90B$679.82B$62.05B$51.11B12.1x
Q1 2012$781.03B$710.44B$62.32B$53.53B12.5x
Q2 2012$748.52B$676.88B$62.84B$54.24B11.9x
Q3 2012$764.99B$695.51B$61.80B$53.35B12.4x
Q4 2012$780.96B$711.22B$62.11B$54.36B12.6x
Q1 2013$801.38B$730.89B$62.70B$56.13B12.8x
Q2 2013$802.69B$736.58B$63.18B$56.78B12.7x
Q3 2013$832.22B$763.98B$65.13B$58.90B12.8x
Q4 2013$832.67B$763.64B$65.92B$61.01B12.6x
Q1 2014$831.34B$761.07B$67.07B$62.10B12.4x
Q2 2014$826.52B$754.32B$70.76B$64.53B11.7x
Q3 2014$814.51B$740.50B$72.92B$66.66B11.2x
Q4 2014$801.51B$729.41B$70.90B$64.18B11.3x
Q1 2015$829.10B$753.63B$74.16B$64.75B11.2x
Q2 2015$825.75B$749.69B$75.04B$65.77B11.0x
Q3 2015$834.11B$757.69B$75.29B$66.07B11.1x
Q4 2015$787.47B$711.28B$75.18B$66.72B10.5x
Q1 2016$807.50B$730.32B$76.01B$65.20B10.6x
Q2 2016$828.87B$750.50B$77.12B$66.78B10.7x
Q3 2016$813.89B$735.43B$77.15B$67.60B10.5x
Q4 2016$813.05B$735.87B$76.05B$68.10B10.7x
Q1 2017$832.39B$753.31B$77.92B$69.14B10.7x
Q2 2017$841.02B$761.05B$78.83B$70.38B10.7x
Q3 2017$853.69B$773.58B$78.98B$71.01B10.8x
Q4 2017$851.73B$773.27B$77.39B$69.94B11.0x
Q1 2018$858.50B$779.01B$78.03B$69.21B11.0x
Q2 2018$875.88B$795.37B$79.11B$70.02B11.1x
Q3 2018$865.52B$785.44B$78.70B$70.33B11.0x
Q4 2018$853.53B$772.13B$80.25B$70.62B10.6x
Q1 2019$875.96B$794.07B$80.72B$71.91B10.9x
Q2 2019$891.96B$809.11B$81.72B$72.74B10.9x
Q3 2019$902.60B$819.05B$82.38B$72.94B11.0x
Q4 2019$895.43B$812.73B$81.55B$73.44B11.0x
Q1 2020$947.79B$860.57B$85.86B$73.90B11.0x
Q2 2020$975.36B$887.35B$86.64B$77.40B11.3x
Q3 2020$955.94B$866.12B$88.39B$79.91B10.8x
Q4 2020$1.12T$1.01T$101.78B$88.08B11.0x
Q1 2021$1.16T$1.05T$106.26B$84.06B10.9x

Source: Federal Reserve, FR Y-9C Consolidated Financial Statements for Holding Companies All 49 filings for RSSD 2162966, as reported. Assets / equity is n/a where equity capital is not positive. Methodology

This page cannot show the bank inside this holding company; see methodology. For FDIC-insured banks on their own terms, use /banks.