Morgan Stanley (MS) Long-Term Investments (2009 - 2026)
Morgan Stanley (MS) posted quarterly Long-Term Investments of $1.3 billion for Q2 2025, up 389.69% year-over-year from $262.0 million in Q2 2024, and up 48.84% quarter-over-quarter from $862.0 million in Q1 2025.
Morgan Stanley (MS) Long-Term Investments (2009 - 2026) Analysis & Trends
Morgan Stanley (MS) has reported Long-Term Investments for 17 consecutive years, with $1.3 billion the latest figure, recorded in Q2 2025.
- In Q2 2025, Long-Term Investments rose 389.69% year-over-year to $1.3 billion; the TTM figure through Jun 2025 stood at $1.3 billion (up 389.69% YoY), while the FY2024 annual figure was $589.0 million, down 70.3% from the prior year.
- Long-Term Investments grew to $1.3 billion in Q2 2025 per MS's latest filing, from $862.0 million in the prior quarter.
- Across five years, Long-Term Investments topped out at $2.0 billion in Q3 2023 and bottomed at $66.0 million in Q4 2022.
- Historically, Long-Term Investments has averaged $839.5 million across 5 years, with a median of $589.0 million in 2024.
- Annual changes were most pronounced in 2023 — Long-Term Investments surged 2904.55% — and 2024, when it sank 90.49%.
- Morgan Stanley's Long-Term Investments stood at $127.0 million in 2021, then tumbled by 48.03% to $66.0 million in 2022, then soared by 2904.55% to $2.0 billion in 2023, then slumped by 70.3% to $589.0 million in 2024, then soared by 117.83% to $1.3 billion in 2025.
- Business Quant data shows MS's Long-Term Investments at $1.3 billion in Q2 2025, $862.0 million in Q1 2025, and $589.0 million in Q4 2024.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Long-Term Investments (Qtr) |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 333.21 Bn | 173.07 Bn | - | - |
| 2 | Goldman Sachs | 311.14 Bn | -665.21 Bn | - | 255.63 Bn |
| 3 | Schwab Charles | 196.95 Bn | 123.36 Bn | - | - |
| 4 | Robinhood Markets | 93.19 Bn | 75.81 Bn | 1.20 Bn | - |
| 5 | Interactive Brokers | 41.71 Bn | -22.59 Bn | - | - |
| 6 | LPL Financial Holdings | 29.06 Bn | 26.36 Bn | - | - |
| 7 | Tradeweb Markets | 23.03 Bn | 20.97 Bn | - | 291.59 Mn |
| 8 | Circle Internet | 21.70 Bn | 19.97 Bn | 288.85 Mn | 103.80 Mn |
| 9 | Futu Holdings | 16.14 Bn | 214.18 Mn | 733.58 Mn | 79.10 Mn |
| 10 | UP Fintech Holding | 13.78 Bn | 13.78 Bn | - | 9.82 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 1.67 Bn |
| Jun 30, 2025 | 1.28 Bn |
| Mar 31, 2025 | 862.00 Mn |
| Dec 31, 2024 | 589.00 Mn |
| Sep 30, 2024 | 194.00 Mn |
| Jun 30, 2024 | 262.00 Mn |
| Mar 31, 2024 | 1.90 Bn |
| Dec 31, 2023 | 1.98 Bn |
| Sep 30, 2023 | 2.04 Bn |
| Jun 30, 2023 | 1.42 Bn |
| Mar 31, 2023 | 144.00 Mn |
| Dec 31, 2022 | 66.00 Mn |
| Sep 30, 2022 | 175.00 Mn |
| Jun 30, 2022 | 1.03 Bn |
| Mar 31, 2022 | 188.00 Mn |
| Sep 30, 2021 | 127.00 Mn |
| Jun 30, 2021 | 78.00 Mn |
| Mar 31, 2021 | 1.94 Bn |
| Dec 31, 2020 | 86.00 Mn |
| Jun 30, 2020 | 83.00 Mn |