Morgan Stanley (MS-PE) Long-Term Investments (2009 - 2025)

Morgan Stanley (MS-PE) posted quarterly Long-Term Investments of $205.0 million for Q2 2025, down 21.76% YoY from $262.0 million in Q2 2024, and up 606.9% sequentially from $29.0 million in Q1 2025.

Morgan Stanley (MS-PE) Long-Term Investments (2009 - 2025) Analysis & Trends

Morgan Stanley has disclosed Long-Term Investments across 17 years of filings, most recently posting $205.0 million for Q2 2025.

  • In Q2 2025, Long-Term Investments fell 21.76% year-over-year to $205.0 million; the TTM figure through Jun 2025 stood at $205.0 million (down 21.76% YoY), while the FY2024 annual figure was $97.0 million, up 3.19% from the prior year.
  • Long-Term Investments advanced to $205.0 million in Q2 2025, from $29.0 million in the prior quarter.
  • Over the last five years, Long-Term Investments for MS-PE reached as high as $2.4 billion in Q2 2023 and fell as low as -$768.0 million in Q3 2024.
  • The 5-year median for Long-Term Investments is $71.0 million (2023), against an average of $330.3 million.
  • Annual changes were most pronounced in 2023 — Long-Term Investments jumped 8175.86% — and 2024, when it tumbled 182.23%.
  • A 5-year view of Long-Term Investments shows it stood at $13.0 million in 2021, then surged by 30.77% to $17.0 million in 2022, then soared by 452.94% to $94.0 million in 2023, then grew by 3.19% to $97.0 million in 2024, then surged by 111.34% to $205.0 million in 2025.
  • According to Business Quant data, Long-Term Investments over the past three periods registered $205.0 million, $29.0 million, and $97.0 million for Q2 2025, Q1 2025, and Q4 2024 respectively.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Long-Term Investments (Qtr)
1 Morgan Stanley 330.70 Bn 197.17 Bn - -
2 Goldman Sachs 309.79 Bn -627.76 Bn - 25.73 Bn
3 Schwab Charles 167.21 Bn 122.24 Bn - -
4 Futu Holdings 111.36 Bn 109.19 Bn 733.58 Mn 78.39 Mn
5 Robinhood Markets 97.69 Bn 93.05 Bn 960.00 Mn -
6 LPL Financial Holdings 23.49 Bn 22.47 Bn - -
7 Tradeweb Markets 21.59 Bn 20.34 Bn - 296.16 Mn
8 Circle Internet 15.14 Bn 13.62 Bn 35.01 Mn 100.10 Mn
9 Iren 14.46 Bn 12.24 Bn 144.76 Mn 192.00 Mn
10 Morgan Stanley - - - -

Historic Data

Download Data
DateValue
Jun 30, 2025 205.00 Mn
Mar 31, 2025 29.00 Mn
Dec 31, 2024 97.00 Mn
Sep 30, 2024 -768.00 Mn
Jun 30, 2024 262.00 Mn
Mar 31, 2024 48.00 Mn
Dec 31, 2023 94.00 Mn
Sep 30, 2023 934.00 Mn
Jun 30, 2023 2.40 Bn
Mar 31, 2023 -217.00 Mn
Dec 31, 2022 17.00 Mn
Sep 30, 2022 145.00 Mn
Jun 30, 2022 29.00 Mn
Mar 31, 2022 1.43 Bn
Dec 31, 2021 13.00 Mn
Sep 30, 2021 1.31 Bn
Jun 30, 2021 25.00 Mn
Mar 31, 2021 -110.00 Mn
Dec 31, 2020 268.00 Mn
Sep 30, 2020 1.80 Bn