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Morgan Stanley Institutional Investment Advisors LLC Top Holdings and 13F Report (2025)

About Morgan Stanley Institutional Investment Advisors LLC

Investment Activity

  • Morgan Stanley Institutional Investment Advisors LLC has $436.81 million in total holdings as of December 31, 2024.
  • Morgan Stanley Institutional Investment Advisors LLC owns shares of 3 different stocks, but just 1 company or ETF makes up 80% of its holdings.
  • About 15.74% of the portfolio was sold this quarter.
  • This quarter, Morgan Stanley Institutional Investment Advisors LLC has purchased 3 new stocks and bought additional shares in 0 stocks.
  • Morgan Stanley Institutional Investment Advisors LLC sold shares of 3 stocks and completely divested from 0 stocks this quarter.

Largest Holdings

Enbridge
$351,286,273

Largest Sales this Quarter

Southwestern Energy
616,731 shares (about $61.40M)
Enbridge
152,542 shares (about $6.47M)
National HealthCare
8,327 shares (about $895.65K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofMorgan Stanley Institutional Investment Advisors LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Enbridge Inc. stock logo
ENB
Enbridge
$351,286,273$6,472,357 -1.8%8,279,19680.4%Energy
National HealthCare Co. stock logo
NHC
National HealthCare
$83,048,152$895,652 -1.1%772,11019.0%Medical
Southwestern Energy stock logo
SWN
Southwestern Energy
$2,475,309$61,395,528 -96.1%24,8650.6%Energy

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data