Morgan Stanley (MS-PP) Long-Term Investments (2009 - 2025)
Morgan Stanley (MS-PP) 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% on a QoQ basis from $29.0 million in Q1 2025.
Morgan Stanley (MS-PP) has 17 years of Long-Term Investments data on file, last reported at $205.0 million in Q2 2025.
- Quarterly Long-Term Investments fell 21.76% year-over-year to $205.0 million in Q2 2025, while the trailing twelve-month figure through Jun 2025 was $205.0 million (down 21.76% YoY) and the FY2024 annual result came in at $97.0 million, up 3.19% from the prior year.
- Long-Term Investments grew to $205.0 million in Q2 2025 per MS-PP's latest filing, from $29.0 million in the prior quarter.
- Across five years, Long-Term Investments topped out at $2.4 billion in Q2 2023 and bottomed at -$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.
- The widest annual swing landed in 2023, when Long-Term Investments surged 8175.86%; it then tumbled 182.23% in 2024.
- Tracing MS-PP's Long-Term Investments over 5 years: stood at $13.0 million in 2021, then soared by 30.77% to $17.0 million in 2022, then jumped by 452.94% to $94.0 million in 2023, then advanced by 3.19% to $97.0 million in 2024, then soared by 111.34% to $205.0 million in 2025.
- Per Business Quant, the three latest MS-PP Long-Term Investments figures stand at $205.0 million (Q2 2025), $29.0 million (Q1 2025), and $97.0 million (Q4 2024).
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Long-Term Investments (Qtr) |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 330.71 Bn | 197.18 Bn | - | - |
| 2 | Goldman Sachs | 318.59 Bn | -618.96 Bn | - | 25.73 Bn |
| 3 | Schwab Charles | 154.74 Bn | 109.76 Bn | - | - |
| 4 | Robinhood Markets | 81.79 Bn | 77.15 Bn | 960.00 Mn | - |
| 5 | Interactive Brokers | 39.54 Bn | 50.13 Bn | - | - |
| 6 | Circle Internet | 25.60 Bn | 24.08 Bn | 35.01 Mn | 100.10 Mn |
| 7 | LPL Financial Holdings | 22.12 Bn | 21.10 Bn | - | - |
| 8 | Iren | 21.58 Bn | 19.37 Bn | 144.76 Mn | 192.00 Mn |
| 9 | Tradeweb Markets | 21.29 Bn | 20.04 Bn | - | 296.16 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 |
| Jun 30, 2020 | 11.00 Mn |
| Dec 31, 2019 | -1.68 Bn |
| Sep 30, 2019 | 52.00 Mn |
| Jun 30, 2019 | 16.00 Mn |
| Mar 31, 2019 | 152.00 Mn |
| Dec 31, 2018 | 40.00 Mn |
| Sep 30, 2018 | 316.00 Mn |
| Jun 30, 2018 | 701.00 Mn |
| Mar 31, 2018 | 233.00 Mn |
| Dec 31, 2017 | 1.45 Bn |
| Sep 30, 2017 | -303.00 Mn |
| Jun 30, 2017 | 970.00 Mn |
| Mar 31, 2017 | 42.00 Mn |
| Dec 31, 2016 | 74.00 Mn |
| Sep 30, 2016 | 264.00 Mn |
| Jun 30, 2016 | 2.00 Mn |
| Mar 31, 2016 | 355.00 Mn |
| Sep 30, 2015 | 5.60 Bn |
| Jun 30, 2015 | 660.00 Mn |
| Mar 31, 2015 | 180.00 Mn |
| Dec 31, 2014 | -1.78 Bn |
| Jun 30, 2014 | -3.00 Mn |
| Mar 31, 2014 | 31.00 Mn |
| Dec 31, 2013 | 538.00 Mn |
| Jun 30, 2013 | 781.00 Mn |
| Mar 31, 2013 | 1.37 Bn |
| Dec 31, 2012 | 709.00 Mn |
| Jun 30, 2012 | -224.00 Mn |
| Mar 31, 2012 | 899.00 Mn |
| Dec 31, 2011 | 7.28 Bn |
| Sep 30, 2011 | 111.00 Mn |
| Jun 30, 2011 | 317.00 Mn |
| Mar 31, 2011 | 165.00 Mn |
| Dec 31, 2010 | 424.00 Mn |
| Sep 30, 2010 | 52.00 Mn |
| Jun 30, 2010 | 1.64 Bn |
| Mar 31, 2010 | 1.63 Bn |
| Dec 31, 2009 | 1.04 Bn |
| Sep 30, 2009 | 10.00 Mn |
| Jun 30, 2009 | 9.00 Mn |