Morgan Stanley Institutional Investment Advisors LLC

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 14, 2025), Morgan Stanley Institutional Investment Advisors LLC reported 3 stock positions worth $426.2 million. Its top holding was Enbridge (ENB) at 83.1% of the portfolio, followed by National Healthcare (NHC, 16.5%) and Expand Energy (EXE, 0.4%). Compared with Q4 2024, it opened 1 new position, sold out of 1 and reduced 2. The biggest buy was a new position in Expand Energy (EXE) and the biggest sale National Healthcare (NHC, shares −2%).

Most Recent 13F
Q2 2026
Location
GREENWOOD VILLAGE, CO
CIK
0002026079
Portfolio Value
$426.2M (Q1 2025)
SEC Filing
0002026079-25-000002 ↗ filed May 14, 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 Q4 2024 Q1 2025: $426.2M $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 · $426.2M
ENB Enbridge Inc. 83.13% 7,995,764 $354.3M Reduce -3.4%
NHC National Healthcare Corp. 16.47% 756,597 $70.2M Reduce -2.0%
EXE Expand Energy Corp. 0.40% 15,135 $1.7M New

Portfolio Sells Q4 2024 → Q1 2025
NHC National Healthcare Corp. Reduce -2.0% 16.47% −2.54
SWN Southwestern Energy Co. Sold out 0.00% −0.57
ENB Enbridge Inc. Reduce -3.4% 83.13% +2.71

Portfolio Buys Q4 2024 → Q1 2025
EXE Expand Energy Corp. New 0.40% +0.40

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