Morgan Stanley Institutional Investment Advisors LLC Portfolio Holdings

Morgan Stanley Institutional Investment Advisors LLC

  • $426 Billion
  • Q1 2025

Morgan Stanley Institutional Investment Advisors LLC has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $426 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 $354B, National Healthcare Corp with a value of $70.2B, and Chesapeake Energy Corp with a value of $1.68B.

Examining the 13F form we can see an decrease of $10.6B in the current position value, from $437B to 426B.

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 $426 Billion
Energy: $356 Billion
Healthcare: $70.2 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.64B
$70.2 Billion 16.47% of portfolio
756,597
Q1 2025 Reduced 2.01%

Summary

  • Portfolio
  • No. of Stocks 3
  • Current Value $426 Billion
  • Prior Value $437 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 1 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 2 stocks
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