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 338.83 Bn 205.30 Bn - -
2 Goldman Sachs 316.34 Bn -660.01 Bn - 255.63 Bn
3 Schwab Charles 220.55 Bn 135.80 Bn - -
4 Futu Holdings 121.48 Bn 105.59 Bn 733.58 Mn 79.10 Mn
5 Robinhood Markets 84.07 Bn 66.74 Bn 1.20 Bn -
6 Iren 68.17 Bn 65.95 Bn 104.86 Mn 192.00 Mn
7 ATIF Holdings 45.42 Bn 45.42 Bn - 31,902.00
8 Interactive Brokers 39.54 Bn -3.28 Bn - -
9 LPL Financial Holdings 28.27 Bn 25.57 Bn - -
10 Tradeweb Markets 23.53 Bn 22.17 Bn - 291.59 Mn

Historic Data

Download Data
DateValue
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