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What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
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CIK: 0002026079
Total reported value
$1.1B
$1.1B
5 檔
96.9%
In Q1 2026, Morgan Stanley Institutional Investment Advisors LLC's U.S. equity holdings reached a combined market value of $1.1B, distributed across 5 disclosed stock positions.
In Q1 2026, Morgan Stanley Institutional Investment Advisors LLC adopted a defensive or profit-taking posture, trimming 4 positions and completely liquidating 0 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ENB | Enbridge Inc | Stock-Energy | 38.82% | -1.41% | -2.66% | |
| 2 | WM | Waste Management Inc | Stock-Industrials | 32.77% | -2.65% | -3.67% | |
| 3 | NHC | National Healthcare CORP | Stock-Other | 16.00% | +4.31% | +0.00% | |
| 4 | OII | Oceaneering Intl Inc | Stock-Energy | 11.81% | -0.21% | -12.52% | |
| 5 | NHI | Natl Health Investors Inc | Stock-Other | 0.60% | -0.04% | -0.18% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | OII | Oceaneering Intl Inc | +1.8% | -12.52% | Trim |
| 2 | NHC | National Healthcare CORP | +1% | +0.00% | Add |
| 3 | ENB | Enbridge Inc | +0.2% | -2.66% | Trim |
| 4 | NHI | Natl Health Investors Inc | 0% | -0.18% | Trim |
| 5 | WM | Waste Management Inc | -2.9% | -3.67% | Trim |
According to official SEC Form 13F filings, Morgan Stanley Institutional Investment Advisors LLC reported a total U.S. public equity portfolio value of $1.1B across 5 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including ENB, WM, NHC) accounted for 96.9% of total reported equity market value during Q1 2026.
Top Position Liquidated / Trimmed
ENB
前期市值: $365.4M
During Q1 2026, Morgan Stanley Institutional Investment Advisors LLC's top holdings by market value included ENB (38.8%)、WM (32.8%)、NHC (16.0%). The largest single position, ENB, represented 38.8% of total portfolio value.
In Q1 2026, Morgan Stanley Institutional Investment Advisors LLC made 5 total portfolio adjustments, initiating 0 new buys, adding to 1 positions, trimming 4 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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