Funds · 13F filer · Greenwood Village, CO

Morgan Stanley Institutional Investment Advisors LLC

$1.1B in 5 U.S. stocks and ETFs at the end of June 30, 2026, as reported to the SEC.1

1y return+24.9%S&P 500 +20.9%

These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.

$100 invested in its stock picks

Since June 30, 2024: $151 against $137 in the S&P 500.2

Morgan Stanley Institutional Investment Advisors LLCS&P 500 (SPY)
$100$15120242026

Top holdings

At the end of June 30, 2026. Change is in shares since the quarter before.2

StockValueShare of portfolioChange
ENBEnbridge Inc$400.6M37.4%
WMWaste Management, Inc$322.5M30.1%−2.2%
NHCNational Health Care$217.4M20.3%
OIIOceaneering$124.2M11.6%−11.2%
NHINational Health Investors$5.9M0.6%+1.4%

Best picks still held

How each current holding has done since the quarter it first appeared in its filings (up to six years back).

StockHeld sinceReturn sinceNow worth
OIIOceaneeringDecember 31, 2025+68.6%$124.2M
NHCNational Health CareSeptember 30, 2024+68.1%$217.4M
ENBEnbridge IncJune 30, 2024+52.3%$400.6M
NHINational Health InvestorsDecember 31, 2025−0.1%$5.9M
WMWaste Management, IncJune 30, 2025−2.6%$322.5M

Quarter by quarter

QuarterIts picksS&P 500
June 30, 2026+5.9%+14.8%
March 31, 2026+14.0%−4.6%
December 31, 2025−1.3%+2.4%
September 30, 2025+4.8%+7.8%
June 30, 2025+4.4%+10.5%
March 31, 2025+1.0%−4.6%
December 31, 2024+0.3%+2.1%
September 30, 2024+14.0%+5.4%

Sources

Every number on this page points here. Each one links to the public record.

  1. 1
    SEC EDGAR: Morgan Stanley Institutional Investment Advisors LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2026079&type=13F-HR&dateb=&owner=include&count=40
    CIK 2026079
  2. 2
    Filed August 13, 2026 · accession 0002026079-26-000005