Morgan Stanley Institutional Investment Advisors LLC

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 13, 2025), Morgan Stanley Institutional Investment Advisors LLC reported 3 stock positions worth $436.8 million. Its top holding was Enbridge (ENB) at 80.4% of the portfolio, followed by National Healthcare (NHC, 19.0%) and Southwestern Energy (SWN, 0.6%). Compared with Q3 2024, it reduced 3. The biggest sale was National Healthcare (NHC, shares −1%).

Most Recent 13F
Q2 2026
Location
GREENWOOD VILLAGE, CO
CIK
0002026079
Portfolio Value
$436.8M (Q4 2024)
SEC Filing
0002026079-25-000001 ↗ filed Feb 13, 2025

Holdings Value

0$500.0M$1.0B$1.5B Q2 2024: $312.3M Q2 2024 Q3 2024: $445.1M Q3 2024 Q4 2024: $436.8M $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 · $436.8M
ENB Enbridge Inc. 80.42% 8,279,196 $351.3M Reduce -1.8%
NHC National Healthcare Corp. 19.01% 772,110 $83.0M Reduce -1.1%
SWN Southwestern Energy Co. 0.57% 24,865 $2.5M Reduce -96.1%

Portfolio Sells Q3 2024 → Q4 2024
NHC National Healthcare Corp. Reduce -1.1% 19.01% −3.04
SWN Southwestern Energy Co. Reduce -96.1% 0.57% −0.46
ENB Enbridge Inc. Reduce -1.8% 80.42% +3.50

Portfolio Buys Q3 2024 → Q4 2024
None this quarter.

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