Morgan Stanley Institutional Investment Advisors LLC
Morgan Stanley Institutional Investment Advisors LLC reported 5 US-listed holdings worth $1.07 billion in its 13F for the quarter ended 30 June 2026, filed 13 August 2026. Its largest: Enbridge Inc (37.4%), Waste Management Inc. (30.1%) and National Healthcare Corp. (20.3%). Against the quarter before, it opened 0 positions, added to 1, trimmed 4 and sold out of 0.
Reported holdings$1.07B+3.2% on Q1 2026
Positions5as many as Q1 2026
The largest ten100.0%of its reported holdings
Latest 13FQ2 2026filed 13 August 2026
Added toTrimmed
The 5 largest of its 5 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What it did on the quarter
Added 1Trimmed 4
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Added to 1
- National Health Investors Inc. NHI+1,041 shares · +1%
Trimmed 4
- Oceaneering International Inc. OII-386,990 shares · -11%
- Waste Management Inc. WM-32,399 shares · -2%
- Enbridge Inc ENB-48,148 shares · -1%
- National Healthcare Corp. NHC-10,270 shares · -1%
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Enbridge Inc ENB | 7,388,875 | $400.6 million | 37.41% | -48,148 |
| Waste Management Inc. WM | 1,446,874 | $322.5 million | 30.12% | -32,399 |
| National Healthcare Corp. NHC | 1,028,534 | $217.4 million | 20.31% | -10,270 |
| Oceaneering International Inc. OII | 3,066,015 | $124.2 million | 11.60% | -386,990 |
| National Health Investors Inc. NHI | 77,934 | $5.9 million | 0.56% | +1,041 |
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.