Discontinued — last reported Q3 '19

Loans held for sale

Current Assets

Morgan Stanley Loans held for sale decreased by 18.0% to $9.37B in Q4 2025 compared to the prior quarter. Year-over-year, this metric declined by 23.9%, from $12.32B to $9.37B. 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
VolatilityVolatile
First reportedQ4 2018
Last reportedQ3 2019

How to read this metric

An increase suggests high mortgage origination volume and active participation in the secondary market, while a decrease may indicate a slowdown in mortgage activity.

Detailed definition

Mortgage loans that the bank has originated with the specific intent of selling them to secondary market investors rathe...

Peer comparison

Common for banks with large mortgage origination businesses; highly sensitive to interest rate environments.

Metric ID: mortgage_loans_held_for_sale

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$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
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%
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%
Range$9.37B$16.11B
CAGR-4.8%
Avg YoY Growth-1.3%
Median YoY Growth+1.4%
Current Streak3 quarters decline

Loans held for sale at Other Companies

Frequently Asked Questions

What is Morgan Stanley's loans held for sale?
Morgan Stanley (MS) reported loans held for sale of $9.37B in Q4 2025.
How has Morgan Stanley's loans held for sale changed year-over-year?
Morgan Stanley's loans held for sale decreased by 23.9% year-over-year, from $12.32B to $9.37B.
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 the bank plans to sell to other investors shortly after originating them.

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