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, Q2 2023
Institutional positions in Morgan Stanley India Investment Fund, Inc. as of Jun 30, 2023. 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
- 46
- +3 vs. Q1 2023
- Shares held
- 4.66M
- −454.4K (−8.9%) vs. Q1 2023
- Total value
- $101.1M
- +$1.54M (+1.5%) vs. Q1 2023
- New holders
- 4
- 11 more added
- Sold out
- 1
- 8 more reduced
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Morgan Stanley India Investment Fund, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| SOA Wealth Advisors, LLC. | 42 | $910 | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 72 | $1.56K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 176 | $3.81K | 0.00% | +60+51.7% | Added |
| Trust Co of Vermont | 179 | $3.88K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 235 | $5.00K | 0.00% | +22+10.3% | Added |
| Federation des caisses Desjardins du Quebec | 300 | $6.50K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 320 | $6.92K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 321 | $6.96K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 500 | $10.8K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 500 | $11.0K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 740 | $16.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 985 | $22.0K | 0.00% | −811−45.2% | Reduced |
| Advisor Group Holdings, Inc. | 1,041 | $22.6K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 1,549 | $33.6K | 0.00% | −59,064−97.4% | Reduced |
| Barclays PLC | 4,000 | $105.9K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 4,929 | $106.8K | 0.00% | +4,929 | New |
| The PNC Financial Services Group, Inc. | 6,920 | $150.0K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 6,937 | $150.3K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 7,334 | $158.9K | 0.04% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 10,899 | $226.0K | 0.00% | +683+6.7% | Added |
| Gould Asset Management LLC | 10,634 | $230.4K | 0.06% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 12,081 | $261.8K | 0.14% | −1,200−9.0% | Reduced |
| Stifel Financial Corp | 13,347 | $289.2K | 0.00% | +13,347 | New |
| Peapack Gladstone Financial Corp | 13,641 | $296.0K | 0.01% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 14,205 | $308.0K | 0.03% | 00.0% | Unchanged |
| Bank of Montreal | 14,860 | $389.3K | 0.00% | +14,860 | New |
| GP Brinson Investments LLC | 18,000 | $390.1K | 0.29% | 00.0% | Unchanged |
| North Star Asset Management Inc | 18,248 | $395.4K | 0.02% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 26,599 | $576.4K | 0.01% | −5,192−16.3% | Reduced |
| Qube Research & Technologies Ltd | 33,749 | $731.3K | 0.00% | 00.0% | Unchanged |
| Cornerstone Advisors, LLC | 34,437 | $746.3K | 0.04% | −105,090−75.3% | Reduced |
| Raymond James & Associates | 36,755 | $796.5K | 0.00% | 00.0% | Unchanged |
| Quantedge Capital Pte Ltd | 40,929 | $886.9K | 0.39% | +3,100+8.2% | Added |
| Atlas Wealth LLC | 44,904 | $999.1K | 0.18% | +1,407+3.2% | Added |
| CSS LLC | 47,690 | $1.03M | 0.08% | 00.0% | Unchanged |
| STRS Ohio | 54,716 | $1.19M | 0.01% | 00.0% | Unchanged |
| Morgan Stanley | 77,022 | $1.67M | 0.00% | +3,728+5.1% | Added |
| Bank of America Corp | 105,188 | $2.28M | 0.00% | +11,730+12.6% | Added |
| Almitas Capital LLC | 107,037 | $2.41M | 1.03% | +21,100+24.6% | Added |
| 1607 Capital Partners, LLC | 119,033 | $2.58M | 0.18% | −2,040−1.7% | Reduced |
| UBS Group AG | 128,304 | $2.78M | 0.00% | +308+0.2% | Added |
| Letko, Brosseau & Associates Inc | 215,000 | $4.66M | 0.09% | +215,000 | New |
| Karpus Management, Inc. | 288,471 | $6.25M | 0.20% | −1,928−0.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 593,931 | $12.9M | 0.02% | +9,800+1.7% | Added |
| Lazard Asset Management LLC | 721,455 | $15.6M | 0.02% | +108,465+17.7% | Added |
| City of London Investment Management Co Ltd | 1,820,840 | $39.4M | 3.19% | −682,824−27.3% | Reduced |
| Elequin Capital LP | 0 | $0 | 0.00% | −4,770−100.0% | Sold out |