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, Q4 2022
Institutional positions in Morgan Stanley India Investment Fund, Inc. as of Dec 31, 2022. 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
- 42
- −1 vs. Q3 2022
- Shares held
- 5.58M
- −262.7K (−4.5%) vs. Q3 2022
- Total value
- $113.3M
- −$22.7M (−16.7%) vs. Q3 2022
- New holders
- 6
- 13 more added
- Sold out
- 7
- 11 more reduced
Compare with Q3 2022: 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, Q4 2022
Shares, value and share of portfolio for each institution holding Morgan Stanley India Investment Fund, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| SOA Wealth Advisors, LLC. | 42 | $853 | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 72 | $1.46K | 0.00% | +72 | New |
| National Bank of Canada | 115 | $2.33K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 147 | $3.00K | 0.00% | +6+4.3% | Added |
| Trust Co of Vermont | 179 | $3.63K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 300 | $6.09K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 316 | $6.42K | 0.00% | +240+315.8% | Added |
| Cary Street Partner Investment Advisory LLC | 321 | $6.52K | 0.00% | +321 | New |
| GHP Investment Advisors, Inc. | 500 | $10.2K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 500 | $10.2K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 740 | $15.0K | 0.00% | −325−30.5% | Reduced |
| Advisor Group Holdings, Inc. | 1,041 | $21.0K | 0.00% | −2,825−73.1% | Reduced |
| Royal Bank of Canada | 1,253 | $26.0K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 4,049 | $82.2K | 0.02% | +4,049 | New |
| Rockefeller Capital Management L.P. | 4,581 | $93.0K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 4,000 | $98.4K | 0.00% | +4,000 | New |
| The PNC Financial Services Group, Inc. | 6,750 | $137.0K | 0.00% | +6,750 | New |
| Ancora Advisors, LLC | 6,937 | $141.0K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 7,591 | $154.1K | 0.05% | −3,071−28.8% | Reduced |
| Gould Asset Management LLC | 10,634 | $215.9K | 0.06% | +620+6.2% | Added |
| Samalin Investment Counsel, LLC | 11,416 | $231.7K | 0.15% | +1,000+9.6% | Added |
| Peapack Gladstone Financial Corp | 13,854 | $281.0K | 0.01% | −721−4.9% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 14,205 | $289.0K | 0.02% | 00.0% | Unchanged |
| GP Brinson Investments LLC | 18,000 | $365.4K | 0.29% | 00.0% | Unchanged |
| North Star Asset Management Inc | 18,722 | $380.1K | 0.02% | −483−2.5% | Reduced |
| Qube Research & Technologies Ltd | 28,749 | $583.6K | 0.00% | +2,100+7.9% | Added |
| Quantedge Capital Pte Ltd | 34,329 | $696.9K | 0.23% | −4,100−10.7% | Reduced |
| Atlas Wealth LLC | 43,674 | $886.6K | 0.24% | +43,674 | New |
| Wells Fargo & Company | 53,436 | $1.08M | 0.00% | +41,202+336.8% | Added |
| STRS Ohio | 54,716 | $1.11M | 0.01% | 00.0% | Unchanged |
| Morgan Stanley | 57,057 | $1.16M | 0.00% | +27,615+93.8% | Added |
| CSS LLC | 65,746 | $1.33M | 0.09% | +35,484+117.3% | Added |
| Raymond James & Associates | 72,811 | $1.48M | 0.00% | +22,666+45.2% | Added |
| Almitas Capital LLC | 92,137 | $1.87M | 0.86% | +51,991+129.5% | Added |
| Bank of America Corp | 99,142 | $2.01M | 0.00% | −28,510−22.3% | Reduced |
| 1607 Capital Partners, LLC | 117,544 | $2.39M | 0.16% | +16,064+15.8% | Added |
| UBS Group AG | 127,247 | $2.58M | 0.00% | −4,450−3.4% | Reduced |
| Cornerstone Advisors, LLC | 141,608 | $2.87M | 0.14% | −22,900−13.9% | Reduced |
| Karpus Management, Inc. | 255,350 | $5.18M | 0.18% | +90,990+55.4% | Added |
| Lazard Asset Management LLC | 525,908 | $10.7M | 0.01% | −111,914−17.5% | Reduced |
| Allspring Global Investments Holdings, LLC | 588,331 | $11.9M | 0.02% | +84,828+16.8% | Added |
| City of London Investment Management Co Ltd | 3,093,489 | $62.8M | 5.05% | −306,447−9.0% | Reduced |
| Bulldog Investors, LLP | 0 | $0 | 0.00% | −78,319−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −78,319−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −38,374−100.0% | Sold out |
| Yakira Capital Management, Inc. | 0 | $0 | 0.00% | −14,483−100.0% | Sold out |
| McIlrath & Eck, LLC | 0 | $0 | 0.00% | −867−100.0% | Sold out |
| US Bancorp | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| Salem Investment Counselors Inc | 0 | $0 | 0.00% | −41−100.0% | Sold out |