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| Date | Value |
|---|---|
| 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 |