Morgan Stanley Institutional Investment Advisors

Latest statistics and disclosures from Morgan Stanley Institutional Investment Advisors's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are ENB, WM, NHC, and represent 100.00% of Morgan Stanley Institutional Investment Advisors's stock portfolio.
  • Reduced shares in these 3 stocks: ENB (-$9.7M), WM (-$5.2M), NHC.
  • Morgan Stanley Institutional Investment Advisors was a net seller of stock by $-15M.
  • Morgan Stanley Institutional Investment Advisors has $832M in assets under management (AUM), dropping by 2.91%.
  • Central Index Key (CIK): 0002026079

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Positions held by Morgan Stanley Institutional Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Morgan Stanley Institutional Investment Advisors

Morgan Stanley Institutional Investment Advisors holds 3 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Enbridge (ENB) 47.0 $391M -2% 7.7M 50.46
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Waste Management (WM) 42.1 $350M 1.6M 220.83
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National HealthCare Corporation (NHC) 10.9 $91M 749k 121.51
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Past Filings by Morgan Stanley Institutional Investment Advisors

SEC 13F filings are viewable for Morgan Stanley Institutional Investment Advisors going back to 2024