Morgan Stanley Institutional Investment Advisors LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 13, 2026), Morgan Stanley Institutional Investment Advisors LLC reported 5 stock positions worth $1.1 billion. Its top holding was Enbridge (ENB) at 37.4% of the portfolio, followed by Waste Management (WM, 30.1%) and National Healthcare (NHC, 20.3%). Compared with Q1 2026, it added to 1 and reduced 4. The biggest buy was Natl Health Investors (NHI, shares +1%) and the biggest sale Waste Management (WM, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- GREENWOOD VILLAGE, CO
- CIK
- 0002026079
- Portfolio Value
- $1.1B (Q2 2026)
- SEC Filing
- 0002026079-26-000005 ↗ filed Aug 13, 2026
Holdings Value
Holdings 5 stocks · $1.1B
| ENB Enbridge Inc. | 37.41% | 7,388,875 | $400.6M | Reduce -0.7% |
| WM Waste Management Inc. | 30.12% | 1,446,874 | $322.5M | Reduce -2.2% |
| NHC National Healthcare Corp. | 20.31% | 1,028,534 | $217.4M | Reduce -1.0% |
| OII Oceaneering Intl Inc. | 11.60% | 3,066,015 | $124.2M | Reduce -11.2% |
| NHI Natl Health Investors Inc. filed as NATIONAL HEALTH INVS INC | 0.56% | 77,934 | $5.9M | Add +1.4% |
Portfolio Sells Q1 2026 → Q2 2026
Portfolio Buys Q1 2026 → Q2 2026
| NHI Natl Health Investors Inc. | Add +1.4% | 0.56% | −0.04 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 5 | $1.1B | ENB, WM, NHC, OII, NHI |
| Q1 2026 | 5 | $1.0B | ENB, WM, NHC, OII, NHI |
| Q4 2025 | 5 | $946.0M | ENB, WM, NHC, OII, NHI |
| Q3 2025 | 3 | $832.0M | ENB, WM, NHC |
| Q2 2025 | 3 | $808.4M | WM, ENB, NHC |
| Q1 2025 | 3 | $426.2M | ENB, NHC, EXE |
| Q4 2024 | 3 | $436.8M | ENB, NHC, SWN |
| Q3 2024 | 3 | $445.1M | ENB, NHC, SWN |
| Q2 2024 | 2 | $312.3M | ENB, SWN |