Sign in

You're signed outSign in or to get full access.

Morgan Stanley Institutional Investment Advisors LLC

CIK:0002026079
Investment Adviser
$406B AUM
3 holdings
Greenwood Village, CO, US
Founded:1935
1,000 employees
Latest filing:Jun 30, 2025

Morgan Stanley Institutional Investment Advisors LLC is a registered investment adviser headquartered in Greenwood Village, Colorado. As a specialized business unit within Morgan Stanley, MSIIA provides bespoke investment consulting and fiduciary solutions to some of the largest corporate institutions, government entities, endowments, and foundations across North America. The firm is part of Morgan Stanley Investment Management and leverages the global resources and expertise of Morgan Stanley while focusing on the unique needs of institutional clients. Founded as part of Morgan Stanley’s global presence, it offers independent, unbiased advice and personalized service. MSIIA is supported by a dedicated team of investment and support personnel and operates under the fiduciary standards of the Investment Advisers Act of 1940.

Investment Strategy

Morgan Stanley Institutional Investment Advisors LLC employs an investment-agnostic, fiduciary approach tailored to institutional clients. The firm delivers unbiased, independent advice focusing on clients’ best interests, with solutions including institutional services, business succession planning, and comprehensive consulting. MSIIA helps clients strategically navigate complex fiduciary requirements through deep investment expertise, advanced analytics, and a global view. Their investment philosophy centers on transparency, risk management, and aligning financial strategies with institutional goals, while offering access to a broad spectrum of asset classes and products available through Morgan Stanley’s global platform.

Latest 13F Filing Activity

Morgan Stanley Institutional Investment Advisors LLC filed their most recent 13F report on Jun 30, 2025 disclosing 3 equity positions with a total 13F market value of $808M. The fund increased holdings in Waste Management Inc., National Health Care, Enbridge Inc.. Morgan Stanley Institutional Investment Advisors LLC reduced exposure to Expand Energy Corp., Enbridge Inc., National Health Care among others.

Top Buys
W
WMWaste Management Inc
+$368.0M
N
NHCNational Health Care
+$10.3M
E
ENBEnbridge Inc
+$5.6M
Top Sells
W
WMWaste Management Inc
+$368.0M
N
NHCNational Health Care
+$10.3M
E
ENBEnbridge Inc
+$5.6M
E
EXEExpand Energy Corp
-$1.7M

Top Holdings

W
WMWaste Management Inc
+45.5%$368.0M
E
ENBEnbridge Inc
+44.5%$359.9M
N
NHCNational Health Care
+10.0%$80.5M

Equity Positions (3)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
Waste Management Inc45.53%$368.0M1,608,460$228.82$228.82+$368.0M
Enbridge Inc44.52%$359.9M7,941,315$35.27$45.32+$5.6M
National Health Care9.96%$80.5M752,165$125.77$107.01+$10.3M

Industry Allocation

PIPE LINES (NO NATURAL GAS)
+47.0%
REFUSE SYSTEMS
+42.1%
SERVICES-SKILLED NURSING CARE FACILITIES
+10.9%