Morgan Stanley Institutional Investment Advisors LLC holds a concentrated book of 5 stocks worth $1.1B as of Q3 2026 (disclosed Aug 13, 2026, a ~0-day 13F lag). This quarter they trimmed Enbridge Inc. Their largest long position is Enbridge Inc at 37% of the equity book.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Morgan Stanley Institutional Investment Advisors LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | 5 / 5 | $9.6B |
| BlackRock, Inc. | 5 / 5 | $8.4B |
| ROYAL BANK OF CANADA | 5 / 5 | $6.6B |
| STATE STREET CORP | 5 / 5 | $4.6B |
| GEODE CAPITAL MANAGEMENT, LLC | 5 / 5 | $3.7B |
| BANK OF MONTREAL /CAN/ | 5 / 5 | $3.5B |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 5 / 5 | $3.1B |
| DEUTSCHE BANK AG\ | 5 / 5 | $2.4B |
Ranked by how many of Morgan Stanley Institutional Investment Advisors LLC's top 5 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Enbridge Inc COM | $400.6M | 7.39M | 37.4% | ▼−0.6% Reduced · −48K sh | |
| 2 | Waste Management, Inc COM | $322.5M | 1.45M | 30.1% | ▼−2.2% Reduced · −32K sh | |
| 3 | National Health Care COM | $217.4M | 1.03M | 20.3% | ▼−1.0% Reduced · −10K sh | |
| 4 | Oceaneering COM | $124.2M | 3.07M | 11.6% | ▼−11% Reduced · −387K sh | |
| 5 | National Health Investors COM | $5.9M | 77.9K | 0.6% | ▲+1.4% Added · +1K sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2026079/holdings"
Use Arkolith to show Morgan Stanley Institutional Investment Advisors LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.