Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Morgan Stanley Institutional Investment Advisors LLC 13F Holdings -- Portfolio & Top Positions (2026-06-30)

Morgan Stanley Institutional Investment Advisors LLC (CIK 2026079) reported $1.07B across 5 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: ENB ($400.6M, 37.41%), WM ($322.5M, 30.12%), NHC ($217.4M, 20.31%), OII ($124.2M, 11.60%), NHI ($5.9M, 0.56%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1ENBEnbridge Inc$400.6M37.41%7.4MTrimmed
2WMWaste Management, Inc$322.5M30.12%1.4MTrimmed
3NHCNational Health Care$217.4M20.31%1.0MTrimmed
4OIIOceaneering$124.2M11.60%3.1MTrimmed
5NHINational Health Investors$5.9M0.56%77,934Added

Source: SEC Form 13F filings · as of 2026-06-30