StockDriftsStockDriftsTop 5 Morgan Stanley Institutional Investment Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ENB | Enbridge Inc | 37.41% | 7.39M | $400.6M | -0.65%(-48.15K) | $35.89(+43.35%) | 2026-06-30 | |
| WM | Waste Management, Inc | 30.12% | 1.45M | $322.5M | -2.19%(-32.40K) | $228.37(-0.90%) | 2026-06-30 | |
| NHC | National Health Care | 20.31% | 1.03M | $217.4M | -0.99%(-10.27K) | $120.49(+84.34%) | 2026-06-30 | |
| OII | Oceaneering | 11.6% | 3.07M | $124.2M | -11.21%(-386.99K) | $24.41(+110.47%) | 2026-06-30 | |
| NHI | National Health Investors | 0.56% | 77.9K | $5.9M | +1.35%(+1.04K) | $77.95(-7.48%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (8 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +50.72% |
| Top 20 Holdings Unweighted | — | — | — | — | +54.21% |
Morgan Stanley Institutional Investment Advisors LLC reports $1.07B in US-listed equity holdings across 5 positions in its most recent 13F filing. Its largest disclosed positions are ENB (37.4%), WM (30.1%) and NHC (20.3%). The top 20 holdings account for 100% of reported assets. Its disclosed equity book has returned +50.72% cumulatively over 8 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Morgan Stanley Institutional Investment Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2026079). View Morgan Stanley Institutional Investment Advisors LLC’s 13F filings on SEC