Morgan Stanley Institutional Investment Advisors LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 12, 2024), Morgan Stanley Institutional Investment Advisors LLC reported 2 stock positions worth $312.3 million. Its top holding was Enbridge (ENB) at 98.5% of the portfolio, followed by Southwestern Energy (SWN, 1.5%).
- Most Recent 13F
- Q2 2026
- Location
- GREENWOOD VILLAGE, CO
- CIK
- 0002026079
- Portfolio Value
- $312.3M (Q2 2024)
- SEC Filing
- 0002026079-24-000002 ↗ filed Aug 12, 2024
Holdings Value
Holdings 2 stocks · $312.3M
Portfolio Sells Q2 2024
No earlier filing to compare with.
Portfolio Buys Q2 2024
No earlier filing to compare with.
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 |