Current Assets

Loans held for sale

Morgan Stanley Loans held for sale increased by 83.8% to $17.23B in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 7.0%, from $16.11B to $17.23B. Over 5 years (FY 2020 to FY 2025), Loans held for sale shows a downward trend with a -6.1% CAGR.

Analysis

StatementBalance Sheet Statement
SectionCurrent Assets
CategoryGrowth
SignalContext dependent
VolatilityModerate
First reportedQ4 2014
Last reportedQ1 2026May 5, 2026

How to read this metric

Higher levels indicate strong mortgage origination volume, while lower levels may suggest a slowdown in the housing market or a change in sales strategy.

Detailed definition

These are mortgage loans originated by the bank with the specific intent to sell them to secondary market investors. Thi...

Peer comparison

Standard metric for retail banks with significant mortgage banking operations.

Metric ID: mortgage_loans_held_for_sale

Historical Data

20 periods
 Q2 '21Q3 '21Q4 '21Q1 '22Q2 '22Q3 '22Q4 '22Q1 '23Q2 '23Q3 '23Q4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Value$11.71B$13.17B$13.83B$14.01B$13.03B$13.35B$14.79B$15.15B$15.28B$14.23B$15.26B$13.43B$15.28B$12.86B$12.32B$16.11B$12.33B$11.43B$9.37B$17.23B
QoQ Change+12.4%+5.0%+1.3%-7.0%+2.5%+10.7%+2.4%+0.9%-6.9%+7.2%-12.0%+13.8%-15.8%-4.2%+30.8%-23.5%-7.3%-18.0%+83.8%
YoY Change+11.2%+1.4%+6.9%+8.1%+17.3%+6.6%+3.2%-11.4%-0.0%-9.6%-19.2%+20.0%-19.3%-11.1%-23.9%+7.0%
Range$9.37B$17.23B
CAGR+8.5%
Avg YoY Growth-0.8%
Median YoY Growth+2.3%

Frequently Asked Questions

What is Morgan Stanley's loans held for sale?
Morgan Stanley (MS) reported loans held for sale of $17.23B in Q1 2026.
How has Morgan Stanley's loans held for sale changed year-over-year?
Morgan Stanley's loans held for sale increased by 7.0% year-over-year, from $16.11B to $17.23B.
What is the long-term trend for Morgan Stanley's loans held for sale?
Over 5 years (2020 to 2025), Morgan Stanley's loans held for sale has grown at a -6.1% compound annual growth rate (CAGR), from $12.81B to $9.37B.
What does loans held for sale mean?
Loans that the bank has created but intends to sell to other investors soon.