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

Morgan Stanley (MS-PF) reported Long-Term Investments of $205.0 million for Q2 2025, down 21.76% year-over-year from $262.0 million in Q2 2024, and up 606.9% quarter-over-quarter from $29.0 million in Q1 2025.

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

Morgan Stanley (MS-PF) has 17 years of Long-Term Investments data on file, last reported at $205.0 million in Q2 2025.

  • Long-Term Investments for Q2 2025 came in at $205.0 million, down 21.76% year-over-year; the trailing twelve-month figure through Jun 2025 was $205.0 million (down 21.76% YoY), and the FY2024 annual result was $97.0 million, up 3.19% from the prior year.
  • Long-Term Investments rose to $205.0 million in Q2 2025 per MS-PF's latest filing, from $29.0 million in the prior quarter.
  • Over five years, Long-Term Investments peaked at $2.4 billion in Q2 2023 and troughed at -$768.0 million in Q3 2024.
  • A 5-year average of $330.3 million and a median of $71.0 million in 2023 frame the typical range for Long-Term Investments.
  • The sharpest annual moves came in 2023 and 2024: Long-Term Investments jumped 8175.86% in 2023, then sank 182.23% in 2024.
  • 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.
  • Business Quant data shows MS-PF's Long-Term Investments at $205.0 million in Q2 2025, $29.0 million in Q1 2025, and $97.0 million in Q4 2024.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Long-Term Investments (Qtr)
1 SOL Strategies 100,773.79 Bn 100,773.79 Bn - 356,421.89
2 Morgan Stanley 331.35 Bn 197.82 Bn - -
3 Goldman Sachs 317.73 Bn -619.82 Bn - 25.73 Bn
4 Schwab Charles 153.74 Bn 108.77 Bn - -
5 Robinhood Markets 75.98 Bn 71.34 Bn 960.00 Mn -
6 Interactive Brokers 38.91 Bn 49.50 Bn - -
7 LPL Financial Holdings 22.76 Bn 21.73 Bn - -
8 Tradeweb Markets 20.90 Bn 19.65 Bn - 296.16 Mn
9 Circle Internet 20.00 Bn 18.49 Bn 35.01 Mn 100.10 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