Morgan Stanley India Investment Fund, Inc.
IIF- Exchange
- NYSE
- SEC CIK
- 0000916618
No open-market purchases or sales by Morgan Stanley India Investment Fund, Inc. insiders were filed in the last 90 days; 47 institutions reported holding it in 13F filings for Q2 2026, worth $94.8M in total; no superinvestor holds it.
13F holders, Q3 2021
Institutional positions in Morgan Stanley India Investment Fund, Inc. as of Sep 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 40
- −2 vs. Q2 2021
- Shares held
- 6.41M
- −25.9K (−0.4%) vs. Q2 2021
- Total value
- $177.2M
- +$18.4M (+11.6%) vs. Q2 2021
- New holders
- 3
- 11 more added
- Sold out
- 5
- 11 more reduced
Compare with Q2 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting IIF on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 47 | $94.8M |
| Q1 2026 | 40 | $78.7M |
| Q4 2025 | 47 | $100.6M |
| Q3 2025 | 48 | $104.8M |
| Q2 2025 | 46 | $108.5M |
| Q1 2025 | 52 | $87.5M |
| Q4 2024 | 54 | $86.1M |
| Q3 2024 | 53 | $117.1M |
| Q2 2024 | 50 | $98.7M |
| Q1 2024 | 48 | $91.6M |
| Q4 2023 | 46 | $88.3M |
| Q3 2023 | 45 | $97.3M |
| Q2 2023 | 46 | $101.1M |
| Q1 2023 | 43 | $101.7M |
| Q4 2022 | 42 | $113.3M |
| Q3 2022 | 43 | $135.9M |
| Q2 2022 | 48 | $135.5M |
| Q1 2022 | 47 | $155.9M |
| Q4 2021 | 45 | $167.6M |
| Q3 2021 | 40 | $177.2M |
| Q2 2021 | 42 | $158.8M |
| Q1 2021 | 40 | $152.4M |
Institutions, Q3 2021
Shares, value and share of portfolio for each institution holding Morgan Stanley India Investment Fund, Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| City of London Investment Management Co Ltd | 3,901,307 | $107.9M | 6.45% | −12,582−0.3% | Reduced |
| Wells Fargo & Company | 494,720 | $13.6M | 0.00% | −10.0% | Reduced |
| Lazard Asset Management LLC | 437,974 | $12.1M | 0.01% | +4,012+0.9% | Added |
| Matisse Capital | 258,540 | $7.13M | 2.63% | −20,221−7.3% | Reduced |
| Cornerstone Advisors, LLC | 216,657 | $5.98M | 0.35% | −2,000−0.9% | Reduced |
| UBS Group AG | 202,961 | $5.60M | 0.00% | +1,045+0.5% | Added |
| Karpus Management, Inc. | 135,941 | $3.75M | 0.11% | +13,415+10.9% | Added |
| 1607 Capital Partners, LLC | 126,980 | $3.50M | 0.18% | −11,543−8.3% | Reduced |
| Evergreen Capital Management LLC | 84,865 | $2.34M | 0.11% | +1,195+1.4% | Added |
| Raymond James & Associates | 79,379 | $2.19M | 0.00% | +13,258+20.1% | Added |
| Wolverine Asset Management LLC | 57,243 | $1.58M | 0.02% | −17,085−23.0% | Reduced |
| Bank of America Corp | 53,382 | $1.47M | 0.00% | +1,428+2.7% | Added |
| STRS Ohio | 49,441 | $1.36M | 0.01% | 00.0% | Unchanged |
| Walleye Capital LLC | 31,060 | $857.0K | 0.03% | −2,351−7.0% | Reduced |
| CSS LLC | 30,262 | $835.0K | 0.04% | 00.0% | Unchanged |
| Quantedge Capital Pte Ltd | 29,729 | $820.0K | 0.40% | −5,501−15.6% | Reduced |
| Barclays PLC | 24,049 | $764.0K | 0.00% | 00.0% | Unchanged |
| North Star Asset Management Inc | 25,015 | $690.0K | 0.04% | −2,339−8.6% | Reduced |
| Yakira Capital Management, Inc. | 21,738 | $600.0K | 0.09% | 00.0% | Unchanged |
| GP Brinson Investments LLC | 18,000 | $497.0K | 0.38% | 00.0% | Unchanged |
| 6 Meridian | 16,575 | $457.0K | 0.04% | +16,575 | New |
| Morgan Stanley | 15,564 | $429.0K | 0.00% | +2,959+23.5% | Added |
| Peapack Gladstone Financial Corp | 14,635 | $404.0K | 0.01% | +60+0.4% | Added |
| JTC Employer Solutions Trusteee Ltd | 14,205 | $393.0K | 0.05% | 00.0% | Unchanged |
| SeaBridge Investment Advisors LLC | 11,424 | $315.0K | 0.10% | +11,424 | New |
| Gould Asset Management LLC | 10,344 | $285.0K | 0.09% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 10,189 | $282.0K | 0.08% | −72−0.7% | Reduced |
| Samalin Investment Counsel, LLC | 10,079 | $278.0K | 0.18% | +10.0% | Added |
| MML Investors Services, LLC | 8,554 | $236.0K | 0.00% | −703−7.6% | Reduced |
| Ancora Advisors, LLC | 6,937 | $191.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 4,540 | $125.0K | 0.00% | +4,000+740.7% | Added |
| Advisor Group Holdings, Inc. | 4,366 | $121.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 1,280 | $35.0K | 0.00% | +708+123.8% | Added |
| Spire Wealth Management | 1,174 | $32.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 500 | $14.0K | 0.00% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 464 | $12.0K | 0.00% | +464 | New |
| Federation des caisses Desjardins du Quebec | 300 | $8.28K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 76 | $2.00K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 36 | $1.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 42 | $1.00K | 0.00% | 00.0% | Unchanged |
| Walleye Trading LLC | 0 | $0 | 0.00% | −10,535−100.0% | Sold out |
| US Bancorp | 0 | $0 | 0.00% | −10,500−100.0% | Sold out |
| Citigroup Inc | 0 | $0 | 0.00% | −550−100.0% | Sold out |
| Lindbrook Capital, LLC | 0 | $0 | 0.00% | −450−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |