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Morgan Stanley Institutional Investment Advisors LLC Top Holdings and 13F Report (2025)

About Morgan Stanley Institutional Investment Advisors LLC

Investment Activity

  • Morgan Stanley Institutional Investment Advisors LLC has $426.19 million in total holdings as of March 31, 2025.
  • Morgan Stanley Institutional Investment Advisors LLC owns shares of 3 different stocks, but just 1 company or ETF makes up 80% of its holdings.
  • Approximately 0.40% of the portfolio was purchased this quarter.
  • About 3.87% of the portfolio was sold this quarter.
  • This quarter, Morgan Stanley Institutional Investment Advisors LLC has purchased 3 new stocks and bought additional shares in 0 stocks.
  • Morgan Stanley Institutional Investment Advisors LLC sold shares of 2 stocks and completely divested from 1 stock this quarter.

Largest Holdings

Enbridge
$354,292,297

Largest New Holdings this Quarter

165167735 - Chesapeake Energy
$1,684,829 Holding

Largest Purchases this Quarter

Chesapeake Energy
15,135 shares (about $1.68M)

Largest Sales this Quarter

Enbridge
283,432 shares (about $12.56M)
National HealthCare
15,513 shares (about $1.44M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofMorgan Stanley Institutional Investment Advisors LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Enbridge Inc. stock logo
ENB
Enbridge
$354,292,297$12,558,872 -3.4%7,995,76483.1%Energy
National HealthCare Co. stock logo
NHC
National HealthCare
$70,212,202$1,439,606 -2.0%756,59716.5%Medical
Chesapeake Energy Co. stock logo
CHK
Chesapeake Energy
$1,684,829$1,684,829 New Holding15,1350.4%Energy
Southwestern Energy stock logo
SWN
Southwestern Energy
$0$2,475,309 -100.0%00.0%Energy

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data