Morgan Stanley Institutional Investment Advisors LLC

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Assets, Funds, Holdings

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Morgan Stanley Institutional Investment Advisors LLC
CRD #149122
SEC #801-69938
CIK #0002026079
AUM $14.7 B (2026-06-30)
Employees 52 (63% Investors, 0% Brokers)
Phone303-333-7770
Address5299 Dtc Blvd, Suite 1000
Greenwood Village, CO 80111
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($B)
151296302009201520212027
CIK Period
0002026079
Sector Form 13F Holdings Value ($M)
Enbridge Inc 402.6
Waste Management Inc 339.9
National Healthcare Corp 165.9
Oceaneering International Inc 122.5
National Health Investors Inc 6.2
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
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AUM Breakdown Accounts AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 46 13.1
(h) Charitable organizations 8 0.9
(i) State or municipal government entities 16 0.7
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 70 14.7
By Discretionary
Discretionary 70 14.7
Non-Discretionary 0 0.0
Total 70 14.7
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 14.7
Total 70 14.7
EDGAR Form CIK 2011 - 2026
13F-HR [0002026079]
Comparable Firms State AUM ($B)
Oneamerica Asset Management LLC
IN 24.4
Record Currency Management US Inc
NY 19.7
Wertz York Capital Management Group LLC
FL 18.2
Catalyst Capital Advisors LLC
PR 10.3
Alliant Retirement Services LLC
GA 7.4
NPPG Plan Professionals LLC
NJ 6.3
LM Capital Group LLC
CA 6.1
Newport Group Consulting LLC
FL 5.1
IM Global Partner Fund Management LLC
CA 4.0
Forest Capital Management LLC
IL 3.8
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