Morgan Stanley Institutional Investment Advisors LLC

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 12, 2024), Morgan Stanley Institutional Investment Advisors LLC reported 3 stock positions worth $445.1 million. Its top holding was Enbridge (ENB) at 76.9% of the portfolio, followed by National Healthcare (NHC, 22.1%) and Southwestern Energy (SWN, 1.0%). Compared with Q2 2024, it opened 1 new position and reduced 2. The biggest buy was a new position in National Healthcare (NHC) and the biggest sale Enbridge (ENB, shares −2%).

Most Recent 13F
Q2 2026
Location
GREENWOOD VILLAGE, CO
CIK
0002026079
Portfolio Value
$445.1M (Q3 2024)
SEC Filing
0002026079-24-000003 ↗ filed Nov 12, 2024

Holdings Value

0$500.0M$1.0B$1.5B Q2 2024: $312.3M Q2 2024 Q3 2024: $445.1M $445.1M Q3 2024 Q4 2024: $436.8M Q4 2024 Q1 2025: $426.2M Q1 2025 Q2 2025: $808.4M Q2 2025 Q3 2025: $832.0M Q3 2025 Q4 2025: $946.0M Q4 2025 Q1 2026: $1.0B Q1 2026 Q2 2026: $1.1B Q2 2026

Holdings 3 stocks · $445.1M
ENB Enbridge Inc. 76.92% 8,431,738 $342.4M Reduce -2.4%
NHC National Healthcare Corp. 22.05% 780,437 $98.2M New
SWN Southwestern Energy Co. 1.02% 641,596 $4.6M Reduce -9.7%

Portfolio Sells Q2 2024 → Q3 2024
ENB Enbridge Inc. Reduce -2.4% 76.92% −21.54
SWN Southwestern Energy Co. Reduce -9.7% 1.02% −0.51

Portfolio Buys Q2 2024 → Q3 2024
NHC National Healthcare Corp. New 22.05% +22.05

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 5$1.1BENB, WM, NHC, OII, NHI
Q1 2026 5$1.0BENB, WM, NHC, OII, NHI
Q4 2025 5$946.0MENB, WM, NHC, OII, NHI
Q3 2025 3$832.0MENB, WM, NHC
Q2 2025 3$808.4MWM, ENB, NHC
Q1 2025 3$426.2MENB, NHC, EXE
Q4 2024 3$436.8MENB, NHC, SWN
Q3 2024 3$445.1MENB, NHC, SWN
Q2 2024 2$312.3MENB, SWN