Morgan Stanley Institutional Investment Advisors LLC

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 13, 2025), Morgan Stanley Institutional Investment Advisors LLC reported 3 stock positions worth $832.0 million. Its top holding was Enbridge (ENB) at 47.0% of the portfolio, followed by Waste Management (WM, 42.1%) and National Healthcare (NHC, 10.9%). Compared with Q2 2025, it reduced 3. The biggest sale was Waste Management (WM, shares −1%).

Most Recent 13F
Q2 2026
Location
GREENWOOD VILLAGE, CO
CIK
0002026079
Portfolio Value
$832.0M (Q3 2025)
SEC Filing
0002026079-25-000005 ↗ filed Nov 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 Q4 2024 Q1 2025: $426.2M Q1 2025 Q2 2025: $808.4M Q2 2025 Q3 2025: $832.0M $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 · $832.0M
ENB Enbridge Inc. 46.99% 7,748,227 $391.0M Reduce -2.4%
WM Waste Management Inc. 42.06% 1,584,799 $350.0M Reduce -1.5%
NHC National Healthcare Corp. 10.94% 749,221 $91.0M Reduce -0.4%

Portfolio Sells Q2 2025 → Q3 2025
WM Waste Management Inc. Reduce -1.5% 42.06% −3.46
NHC National Healthcare Corp. Reduce -0.4% 10.94% +0.99
ENB Enbridge Inc. Reduce -2.4% 46.99% +2.48

Portfolio Buys Q2 2025 → Q3 2025
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