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, OII, NHI, and represent 100.00% of Morgan Stanley Institutional Investment Advisors's stock portfolio.
  • Added to shares of these 3 stocks: OII (+$95M), NHC (+$40M), NHI (+$5.9M).
  • Started 2 new stock positions in NHI, OII.
  • Reduced shares in these 2 stocks: WM (-$11M), ENB (-$5.2M).
  • Morgan Stanley Institutional Investment Advisors was a net buyer of stock by $125M.
  • Morgan Stanley Institutional Investment Advisors has $946M in assets under management (AUM), dropping by 13.70%.
  • 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 5 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Enbridge (ENB) 38.6 $365M 7.6M 47.83
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Waste Management (WM) 35.7 $337M -3% 1.5M 219.71
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National HealthCare Corporation (NHC) 15.1 $142M +38% 1.0M 137.09
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Oceaneering International (OII) 10.0 $95M NEW 3.9M 24.03
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National Health Investors (NHI) 0.6 $5.9M NEW 77k 76.37
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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