Morgan Stanley (MS) Long-Term Investments (2009 - 2025)
Morgan Stanley (MS) posted quarterly Long-Term Investments of $205.0 million for Q2 2025, down 21.76% YoY from $262.0 million in Q2 2024, and up 606.9% sequentially from $29.0 million in Q1 2025.
Morgan Stanley (MS) Long-Term Investments (2009 - 2025) Analysis & Trends
Morgan Stanley has disclosed Long-Term Investments across 17 years of filings, most recently posting $205.0 million for Q2 2025.
- In Q2 2025, Long-Term Investments fell 21.76% year-over-year to $205.0 million; the TTM figure through Jun 2025 stood at $205.0 million (down 21.76% YoY), while the FY2024 annual figure was $97.0 million, up 3.19% from the prior year.
- Long-Term Investments advanced to $205.0 million in Q2 2025, from $29.0 million in the prior quarter.
- Over the last five years, Long-Term Investments for MS reached as high as $2.4 billion in Q2 2023 and fell as low as -$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.
- Annual changes were most pronounced in 2023 — Long-Term Investments jumped 8175.86% — and 2024, when it tumbled 182.23%.
- 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.
- According to Business Quant data, Long-Term Investments over the past three periods registered $205.0 million, $29.0 million, and $97.0 million for Q2 2025, Q1 2025, and Q4 2024 respectively.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Long-Term Investments (Qtr) |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 330.70 Bn | 197.17 Bn | - | - |
| 2 | Goldman Sachs | 309.79 Bn | -627.76 Bn | - | 25.73 Bn |
| 3 | Schwab Charles | 167.21 Bn | 122.24 Bn | - | - |
| 4 | Futu Holdings | 111.36 Bn | 109.19 Bn | 733.58 Mn | 78.39 Mn |
| 5 | Robinhood Markets | 97.69 Bn | 93.05 Bn | 960.00 Mn | - |
| 6 | LPL Financial Holdings | 23.49 Bn | 22.47 Bn | - | - |
| 7 | Tradeweb Markets | 21.59 Bn | 20.34 Bn | - | 296.16 Mn |
| 8 | Circle Internet | 15.14 Bn | 13.62 Bn | 35.01 Mn | 100.10 Mn |
| 9 | Iren | 14.46 Bn | 12.24 Bn | 144.76 Mn | 192.00 Mn |
| 10 | Evercore | 13.30 Bn | 11.58 Bn | 1.38 Bn | 16.74 Mn |
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 |