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 (2026-03-31)

Morgan Stanley Institutional Investment Advisors LLC (CIK 2026079) reported $1.04B across 5 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: ENB ($402.6M, 38.82%), WM ($339.9M, 32.77%), NHC ($165.9M, 16.00%), OII ($122.5M, 11.81%), NHI ($6.2M, 0.60%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1ENBEnbridge Inc$402.6M38.82%7.4MTrimmed
2WMWaste Management, Inc$339.9M32.77%1.5MTrimmed
3NHCNational Health Care$165.9M16.00%1.0MAdded
4OIIOceaneering$122.5M11.81%3.5MTrimmed
5NHINational Health Investors$6.2M0.60%76,893Trimmed

Source: SEC Form 13F filings · as of 2026-03-31