Morgan Stanley Institutional Investment Advisors LLC

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), Morgan Stanley Institutional Investment Advisors LLC reported 3 stock positions worth $808.4 million. Its top holding was Waste Management (WM) at 45.5% of the portfolio, followed by Enbridge (ENB, 44.5%) and National Healthcare (NHC, 10.0%). Compared with Q1 2025, it opened 1 new position, sold out of 1 and reduced 2. The biggest buy was a new position in Waste Management (WM) and the biggest sale Enbridge (ENB, shares −1%).

Most Recent 13F
Q2 2026
Location
GREENWOOD VILLAGE, CO
CIK
0002026079
Portfolio Value
$808.4M (Q2 2025)
SEC Filing
0002026079-25-000004 ↗ filed Aug 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 Q1 2025 Q2 2025: $808.4M $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 · $808.4M
WM Waste Management Inc. 45.53% 1,608,460 $368.0M New
ENB Enbridge Inc. 44.52% 7,941,315 $359.9M Reduce -0.7%
NHC National Healthcare Corp. 9.96% 752,165 $80.5M Reduce -0.6%

Portfolio Sells Q1 2025 → Q2 2025
ENB Enbridge Inc. Reduce -0.7% 44.52% −38.61
NHC National Healthcare Corp. Reduce -0.6% 9.96% −6.52
EXE Expand Energy Corp. Sold out 0.00% −0.40

Portfolio Buys Q1 2025 → Q2 2025
WM Waste Management Inc. New 45.53% +45.53

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