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 | $107.7M |
| Q1 2025 | 52 | $87.5M |
| Q4 2024 | 54 | $86.1M |
| Q3 2024 | 53 | $117.1M |
| Q2 2024 | 50 | $98.7M |
| Q1 2024 | 48 | $87.3M |
| Q4 2023 | 46 | $86.5M |
| Q3 2023 | 45 | $97.3M |
| Q2 2023 | 46 | $101.1M |
| Q1 2023 | 43 | $99.6M |
| 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 | $145.9M |
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 |
|---|---|---|---|---|---|
| Salem Investment Counselors Inc | 36 | $1.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 42 | $1.00K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 76 | $2.00K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 300 | $8.28K | 0.00% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 464 | $12.0K | 0.00% | +464 | New |
| Allworth Financial LP | 500 | $14.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 1,174 | $32.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 1,280 | $35.0K | 0.00% | +708+123.8% | Added |
| Advisor Group Holdings, Inc. | 4,366 | $121.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 4,540 | $125.0K | 0.00% | +4,000+740.7% | Added |
| Ancora Advisors, LLC | 6,937 | $191.0K | 0.00% | 00.0% | Unchanged |
| MML Investors Services, LLC | 8,554 | $236.0K | 0.00% | −703−7.6% | Reduced |
| Samalin Investment Counsel, LLC | 10,079 | $278.0K | 0.18% | +10.0% | Added |
| Blue Bell Private Wealth Management, LLC | 10,189 | $282.0K | 0.08% | −72−0.7% | Reduced |
| Gould Asset Management LLC | 10,344 | $285.0K | 0.09% | 00.0% | Unchanged |
| SeaBridge Investment Advisors LLC | 11,424 | $315.0K | 0.10% | +11,424 | New |
| JTC Employer Solutions Trusteee Ltd | 14,205 | $393.0K | 0.05% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 14,635 | $404.0K | 0.01% | +60+0.4% | Added |
| Morgan Stanley | 15,564 | $429.0K | 0.00% | +2,959+23.5% | Added |
| 6 Meridian | 16,575 | $457.0K | 0.04% | +16,575 | New |
| GP Brinson Investments LLC | 18,000 | $497.0K | 0.38% | 00.0% | Unchanged |
| Yakira Capital Management, Inc. | 21,738 | $600.0K | 0.09% | 00.0% | Unchanged |
| North Star Asset Management Inc | 25,015 | $690.0K | 0.04% | −2,339−8.6% | Reduced |
| Barclays PLC | 24,049 | $764.0K | 0.00% | 00.0% | Unchanged |
| Quantedge Capital Pte Ltd | 29,729 | $820.0K | 0.40% | −5,501−15.6% | Reduced |
| CSS LLC | 30,262 | $835.0K | 0.04% | 00.0% | Unchanged |
| Walleye Capital LLC | 31,060 | $857.0K | 0.03% | −2,351−7.0% | Reduced |
| STRS Ohio | 49,441 | $1.36M | 0.01% | 00.0% | Unchanged |
| Bank of America Corp | 53,382 | $1.47M | 0.00% | +1,428+2.7% | Added |
| Wolverine Asset Management LLC | 57,243 | $1.58M | 0.02% | −17,085−23.0% | Reduced |
| Raymond James & Associates | 79,379 | $2.19M | 0.00% | +13,258+20.1% | Added |
| Evergreen Capital Management LLC | 84,865 | $2.34M | 0.11% | +1,195+1.4% | Added |
| 1607 Capital Partners, LLC | 126,980 | $3.50M | 0.18% | −11,543−8.3% | Reduced |
| Karpus Management, Inc. | 135,941 | $3.75M | 0.11% | +13,415+10.9% | Added |
| UBS Group AG | 202,961 | $5.60M | 0.00% | +1,045+0.5% | Added |
| Cornerstone Advisors, LLC | 216,657 | $5.98M | 0.35% | −2,000−0.9% | Reduced |
| Matisse Capital | 258,540 | $7.13M | 2.63% | −20,221−7.3% | Reduced |
| Lazard Asset Management LLC | 437,974 | $12.1M | 0.01% | +4,012+0.9% | Added |
| Wells Fargo & Company | 494,720 | $13.6M | 0.00% | −10.0% | Reduced |
| City of London Investment Management Co Ltd | 3,901,307 | $107.9M | 6.45% | −12,582−0.3% | Reduced |
| 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 |