SEC 13F Intelligence

Managers / Q1 2026

Morgan Stanley Institutional Investment Advisors LLC

CIK 0002026079 · Part of the Morgan Stanley family · 5299 DTC BOULEVARD, SUITE 1000, GREENWOOD VILLAGE, CO, 80111 · 3032185907

Reported Value
$1.0B
Q1 2026
Positions
5
Filings on Record
8
2019–present window
Filed
May 14, 2026
original filing

Summary

Morgan Stanley Institutional Investment Advisors Llc reported $1.0B in U.S.-listed holdings across 5 positions for Q1 2026.

The portfolio is heavily concentrated: ENB alone accounts for 38.8% of reported value.

The book was largely unchanged from Q4 2025.

Reported Value by Quarter

13F Reported Value
Q2 ’24: $312MQ2 ’24Q3 ’24: $445MQ3 ’24Q4 ’24: $437MQ4 ’24Q1 ’25: $426MQ1 ’25Q2 ’25: $808MQ2 ’25Q3 ’25: $832MQ3 ’25Q4 ’25: $946MQ4 ’25Q1 ’26: $1.0BQ1 ’26filingsflow.com

Portfolio Composition

By security type
Common Stock: 99.4%REIT: 0.6%
  • Common Stock · 99.4% · $1.0B
  • REIT · 0.6% · $6M

Quarter-over-Quarter Changes full breakdown →

Holdings — Q1 2026

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$1.0B5May 14, 202613F-HRchanges · EDGAR ↗
Q4 2025$946M5Feb 13, 202613F-HRchanges · EDGAR ↗
Q3 2025$832M3Nov 13, 202513F-HRchanges · EDGAR ↗
Q2 2025$808M3Aug 14, 202513F-HRchanges · EDGAR ↗
Q1 2025$426M3May 14, 202513F-HRchanges · EDGAR ↗
Q4 2024$437M3Feb 13, 202513F-HRchanges · EDGAR ↗
Q3 2024$445M3Nov 12, 202413F-HRchanges · EDGAR ↗
Q2 2024$312M2Aug 12, 202413F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.