Morgan Stanley Institutional Investment Advisors LLC Portfolio Holdings

Morgan Stanley Institutional Investment Advisors LLC

  • $437 Billion
  • Q4 2024

Morgan Stanley Institutional Investment Advisors LLC has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $437 Billion distributed in 3 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Enbridge Inc with a value of $351B, National Healthcare Corp with a value of $83B, and Southwestern Energy CO with a value of $2.48B.

Examining the 13F form we can see an decrease of $8.32B in the current position value, from $445B to 437B.

Morgan Stanley Institutional Investment Advisors LLC is based out at Greenwood Village, CO

Below you can find more details about Morgan Stanley Institutional Investment Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $437 Billion
Energy: $354 Billion
Healthcare: $83 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$87.2B
$351 Billion 80.42% of portfolio
8,279,196
Q4 2024 Reduced 1.81%
$1.59B
$83 Billion 19.01% of portfolio
772,110
Q4 2024 Reduced 1.07%
$7.85B
$2.48 Billion 0.57% of portfolio
24,865
Q4 2024 Reduced 96.12%

Summary

  • Portfolio
  • No. of Stocks 3
  • Current Value $437 Billion
  • Prior Value $445 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 0 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 3 stocks
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