13F Pro

Morgan Stanley Institutional Investment Advisors LLC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 2026079
Institutional-grade research for retail investors

13F Reported Value

ⓘ

$1.0B

Holdings

5

Latest Filing

2026-03-31

Filing Quarter

Q1 2026

Portfolio Overview

Morgan Stanley Institutional Investment Advisors LLC disclosed 5 positions worth $1.0B in its Form 13F-HR for Q1 2026, led by $ENB (ENBRIDGE INC) at 38.8% of the equity portfolio, followed by $WM and $NHC. The portfolio is most concentrated in Energy (50.6% of disclosed assets). All figures are sourced directly from Morgan Stanley Institutional Investment Advisors LLC’s Form 13F-HR filing with the SEC under CIK 2026079.

AI Fund Analysis

Stable
ENB$ENB
38.8% weight
Held 6 quarters
WM$WM
32.8% weight
Held 4 quarters
NHC$NHC
16.0% weight
Held 6 quarters
NHC$NHC
2 quarters accumulating

Sector Allocation

EnergyUtilitiesHealthcareReal Estate

AUM History

Top Equity Holdings by Value

Quarterly Activity — Q1 2026

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Top Holdings

AI Quality Scored

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32-signal composite ranking on each of Morgan Stanley Institutional Investment Advisors LLC's 5 positions.

Showing top 5 of 5 holdings.

Sector Allocation

Energy

$525.1M

Utilities

$339.9M

Healthcare

$165.9M

Real Estate

$6.2M

Full Holdings — Morgan Stanley Institutional Investment Advisors LLC (Q1 2026)

All 5 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

#TickerCompanyValueWeightQoQQuality
1ENB$ENBENBRIDGE INC$402.6M38.8%-3%—
2WM$WMWASTE MANAGEMENT INC$339.9M32.8%-4%70.7
3NHC$NHCNATIONAL HEALTHCARE CORP$165.9M16.0%+0%71.2
4OII$OIIOCEANEERING INTERNATIONAL INC$122.5M11.8%-13%64.9
5NHI$NHINATIONAL HEALTH INVESTORS INC$6.2M0.6%-0%68.3

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Available Analysis

13F Pro tracks comprehensive institutional data for Morgan Stanley Institutional Investment Advisors LLC including:

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Quarter-over-quarter position changes
Accumulation & distribution patterns
Sector allocation breakdown
Historical portfolio evolution
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Concentration analysis
Peer comparison with similar funds
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AI-Powered Hedge Fund Analysis: Morgan Stanley Institutional Investment Advisors LLC

13F Pro is an AI hedge fund tracker and stock research platform. For Morgan Stanley Institutional Investment Advisors LLC (SEC CIK: 2026079), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in Morgan Stanley Institutional Investment Advisors LLC's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.