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Morgan Stanley Institutional Investment Advisors LLC Top Holdings and 13F Report (2026)

About Morgan Stanley Institutional Investment Advisors LLC

Investment Activity

  • Morgan Stanley Institutional Investment Advisors LLC has $1.07 billion in total holdings as of June 30, 2026.
  • Morgan Stanley Institutional Investment Advisors LLC owns shares of 5 different stocks, but just 3 companies or ETFs make up 80% of its holdings.
  • Approximately 0.01% of the portfolio was purchased this quarter.
  • About 2.59% of the portfolio was sold this quarter.
  • This quarter, Morgan Stanley Institutional Investment Advisors LLC has purchased 5 new stocks and bought additional shares in 1 stock.
  • Morgan Stanley Institutional Investment Advisors LLC sold shares of 4 stocks and completely divested from 0 stocks this quarter.

Largest Holdings

Enbridge
$400,550,904
Waste Management
$322,479,277
National HealthCare
$217,390,946

Largest Purchases this Quarter

National Health Investors
1,041 shares (about $79.39K)

Largest Sales this Quarter

Oceaneering International
386,990 shares (about $15.68M)
Waste Management
32,399 shares (about $7.22M)
Enbridge
48,148 shares (about $2.61M)
National HealthCare
10,270 shares (about $2.17M)

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
$400,550,904$2,610,103 â–¼-0.6%7,388,87537.4%Energy
Waste Management, Inc. stock logo
WM
Waste Management
$322,479,277$7,221,089 â–¼-2.2%1,446,87430.1%Industrials
National HealthCare Corporation stock logo
NHC
National HealthCare
$217,390,946$2,170,667 â–¼-1.0%1,028,53420.3%Healthcare
Oceaneering International, Inc. stock logo
OII
Oceaneering International
$124,234,908$15,680,832 â–¼-11.2%3,066,01511.6%Energy
National Health Investors, Inc. stock logo
NHI
National Health Investors
$5,943,247$79,387 â–²1.4%77,9340.6%Real Estate

Showing largest 100 holdings. View all holdings.
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