Morgan Stanley Institutional Investment Advisors LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 13, 2026), Morgan Stanley Institutional Investment Advisors LLC reported 5 stock positions worth $946.0 million. Its top holding was Enbridge (ENB) at 38.6% of the portfolio, followed by Waste Management (WM, 35.7%) and National Healthcare (NHC, 15.1%). Compared with Q3 2025, it opened 2 new positions, added to 1 and reduced 2. The biggest buy was a new position in Oceaneering Intl (OII) and the biggest sale Enbridge (ENB, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- GREENWOOD VILLAGE, CO
- CIK
- 0002026079
- Portfolio Value
- $946.0M (Q4 2025)
- SEC Filing
- 0002026079-26-000001 ↗ filed Feb 13, 2026
Holdings Value
Holdings 5 stocks · $946.0M
| ENB Enbridge Inc. | 38.63% | 7,640,116 | $365.4M | Reduce -1.4% |
| WM Waste Management Inc. | 35.67% | 1,535,623 | $337.4M | Reduce -3.1% |
| NHC National Healthcare Corp. | 15.05% | 1,038,787 | $142.4M | Add +38.6% |
| OII Oceaneering Intl Inc. | 10.03% | 3,947,022 | $94.8M | New |
| NHI Natl Health Investors Inc. filed as NATIONAL HEALTH INVS INC | 0.62% | 77,029 | $5.9M | New |
Portfolio Sells Q3 2025 → Q4 2025
Portfolio Buys Q3 2025 → Q4 2025
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 5 | $1.1B | ENB, WM, NHC, OII, NHI |
| Q1 2026 | 5 | $1.0B | ENB, WM, NHC, OII, NHI |
| Q4 2025 | 5 | $946.0M | ENB, WM, NHC, OII, NHI |
| Q3 2025 | 3 | $832.0M | ENB, WM, NHC |
| Q2 2025 | 3 | $808.4M | WM, ENB, NHC |
| Q1 2025 | 3 | $426.2M | ENB, NHC, EXE |
| Q4 2024 | 3 | $436.8M | ENB, NHC, SWN |
| Q3 2024 | 3 | $445.1M | ENB, NHC, SWN |
| Q2 2024 | 2 | $312.3M | ENB, SWN |