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 1 stock: NHC.
  • Reduced shares in these 4 stocks: OII (-$18M), WM (-$13M), ENB (-$11M), NHI.
  • Morgan Stanley Institutional Investment Advisors was a net seller of stock by $-42M.
  • Morgan Stanley Institutional Investment Advisors has $1.0B in assets under management (AUM), dropping by 9.64%.
  • 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 March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Enbridge (ENB) 38.8 $403M -2% 7.4M 54.14
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Waste Management (WM) 32.8 $340M -3% 1.5M 229.79
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National HealthCare Corporation (NHC) 16.0 $166M 1.0M 159.70
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Oceaneering International (OII) 11.8 $123M -12% 3.5M 35.47
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National Health Investors (NHI) 0.6 $6.2M 77k 80.86
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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