Filed: 2/13/2025ACC: 0002026079-25-000001
📋 What this filing means
MORGAN STANLEY INSTITUTIONAL INVESTMENT ADVISORS LLC filed this quarterly 13F‑HR report disclosing 3 equity positions with a total reported market value of $436.81M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
3
Positions
$436.81M
Total AUM (reported)
9.08M
Total Shares
Allocation by class
COM$436.81M100.0%
Portfolio Concentration
Top 3$436.81M100.0%
Top 3 weight
100.0%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 9.08M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
9.08M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole3
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings3
Rows:
Enbridge Inc
SOLEShares8.28M
TypeSH
Market value$351.29M
80.42%
Sole
0.00
Shared
0.00
None
8.28M
National Health Care
SOLEShares772.11K
TypeSH
Market value$83.05M
19.01%
Sole
0.00
Shared
0.00
None
772.11K
Southwestern Energy Company
SOLEShares24.86K
TypeSH
Market value$2.48M
0.57%
Sole
0.00
Shared
0.00
None
24.86K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Enbridge IncSOLE | COM | 8.28M | SH | $351.29M 80.42% | 0.00 | 0.00 | 8.28M |
National Health CareSOLE | COM | 772.11K | SH | $83.05M 19.01% | 0.00 | 0.00 | 772.11K |
Southwestern Energy CompanySOLE | COM | 24.86K | SH | $2.48M 0.57% | 0.00 | 0.00 | 24.86K |