Morgan Stanley Institutional Investment Advisors LLC

CIK 0002026079 · GREENWOOD VILLAGE, CO · Quarter end: 2026-06-30 · Filed on: 2026-08-13 · Open the SEC source ↗

Morgan Stanley Institutional Investment Advisors LLC reported 5 positions worth $1.07B as of June 30, 2026 (13F filed August 13, 2026). Largest holding: ENB (37.4%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.

$1.07B

2026 Q2

Positions

Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.

100.0%

Est. Net Flow (Q)

—

2026 Q2

Positions Changes Mix History BacktestPRO

5 positions shown

#	Symbol	Company	Type	Value ↓	% Port.	Shares	1Y	YTD
▸ 1	ENB	Enbridge Inc	SH	$400.6M	37.41%	7,388,875	—	—
▸ 2	WM	Waste Management, Inc	SH	$322.5M	30.12%	1,446,874	—	—
▸ 3	NHC	National Health Care	SH	$217.4M	20.31%	1,028,534	—	—
▸ 4	OII	Oceaneering	SH	$124.2M	11.60%	3,066,015	—	—
▸ 5	NHI	National Health Investors	SH	$5.9M	0.56%	77,934	—	—

Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Morgan Stanley Institutional Investment Advisors LLC hold as of Q2 2026?

Morgan Stanley Institutional Investment Advisors LLC reported 5 positions worth $1.07B in its Q2 2026 13F filing. Largest positions: ENB (37.4%), WM (30.1%), NHC (20.3%), OII (11.6%) and NHI (0.6%).

What did Morgan Stanley Institutional Investment Advisors LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Morgan Stanley Institutional Investment Advisors LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.