Discontinued — last reported Q4 '20

Equity

Common Stock Held in Trust

Morgan Stanley Common Stock Held in Trust increased by 1.9% to $5.15B in Q4 2025 compared to the prior quarter. Year-over-year, this metric grew by 1.0%, from $5.10B to $5.15B. Over 5 years (FY 2020 to FY 2025), Common Stock Held in Trust shows an upward trend with a 11.1% CAGR.

Analysis

StatementBalance Sheet Statement
SectionEquity
CategoryCapital Allocation
SignalContext dependent
VolatilityStable
First reportedQ4 2014
Last reportedQ4 2020

How to read this metric

An increase suggests the company is preparing for future compensation obligations or benefit plan funding.

Detailed definition

Shares of common stock set aside in a trust, typically to satisfy future obligations for employee stock ownership plans...

Peer comparison

Used by large corporations to manage long-term employee incentive structures.

Metric ID: common_stock_held_in_trust

Historical Data

19 periods
 Q2 '21Q3 '21Q4 '21Q1 '22Q2 '22Q3 '22Q4 '22Q1 '23Q2 '23Q3 '23Q4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25
Value$3.77B$3.77B$3.96B$4.98B$4.90B$4.86B$4.88B$5.34B$5.26B$5.24B$5.31B$5.25B$5.11B$5.10B$5.10B$5.28B$5.09B$5.06B$5.15B
QoQ Change+0.1%+4.9%+25.8%-1.5%-0.8%+0.4%+9.5%-1.6%-0.3%+1.3%-1.2%-2.7%-0.3%+0.2%+3.4%-3.6%-0.5%+1.9%
YoY Change+30.0%+28.9%+23.4%+7.4%+7.3%+7.9%+8.9%-1.7%-2.8%-2.8%-4.0%+0.5%-0.5%-0.7%+1.0%
Range$3.77B$5.34B
CAGR+7.2%
Avg YoY Growth+6.9%
Median YoY Growth+1.0%

Frequently Asked Questions

What is Morgan Stanley's common stock held in trust?
Morgan Stanley (MS) reported common stock held in trust of $5.15B in Q4 2025.
How has Morgan Stanley's common stock held in trust changed year-over-year?
Morgan Stanley's common stock held in trust increased by 1.0% year-over-year, from $5.10B to $5.15B.
What is the long-term trend for Morgan Stanley's common stock held in trust?
Over 5 years (2020 to 2025), Morgan Stanley's common stock held in trust has grown at a 11.1% compound annual growth rate (CAGR), from $3.04B to $5.15B.
What does common stock held in trust mean?
Shares held in a special account to pay out future employee benefits or compensation.

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