Filed: 5/14/2025ACC: 0002026079-25-000002
📋 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 $426.19M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
3
Positions
$426.19M
Total AUM (reported)
8.77M
Total Shares
Allocation by class
COM$426.19M100.0%
Portfolio Concentration
Top 3$426.19M100.0%
Top 3 weight
100.0%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 8.77M
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
8.77M
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
SOLEShares8M
TypeSH
Market value$354.29M
83.13%
Sole
0.00
Shared
0.00
None
8M
National Health Care
SOLEShares756.60K
TypeSH
Market value$70.21M
16.47%
Sole
0.00
Shared
0.00
None
756.60K
Expand Energy Corp
SOLEShares15.13K
TypeSH
Market value$1.68M
0.40%
Sole
0.00
Shared
0.00
None
15.13K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Enbridge IncSOLE | COM | 8M | SH | $354.29M 83.13% | 0.00 | 0.00 | 8M |
National Health CareSOLE | COM | 756.60K | SH | $70.21M 16.47% | 0.00 | 0.00 | 756.60K |
Expand Energy CorpSOLE | COM | 15.13K | SH | $1.68M 0.40% | 0.00 | 0.00 | 15.13K |