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 2023
Institutional positions in Morgan Stanley India Investment Fund, Inc. as of Sep 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
- 45
- −1 vs. Q2 2023
- Shares held
- 4.35M
- −311.7K (−6.7%) vs. Q2 2023
- Total value
- $97.3M
- −$3.87M (−3.8%) vs. Q2 2023
- New holders
- 1
- 14 more added
- Sold out
- 2
- 8 more reduced
Compare with Q2 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 | $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 2023
Shares, value and share of portfolio for each institution holding Morgan Stanley India Investment Fund, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| City of London Investment Management Co Ltd | 1,435,129 | $32.1M | 2.81% | −385,711−21.2% | Reduced |
| Lazard Asset Management LLC | 712,844 | $15.9M | 0.02% | −8,611−1.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 563,236 | $12.6M | 0.02% | −30,695−5.2% | Reduced |
| Karpus Management, Inc. | 308,469 | $6.89M | 0.23% | +19,998+6.9% | Added |
| Letko, Brosseau & Associates Inc | 215,000 | $4.81M | 0.09% | 00.0% | Unchanged |
| UBS Group AG | 129,296 | $2.89M | 0.00% | +992+0.8% | Added |
| 1607 Capital Partners, LLC | 128,497 | $2.87M | 0.22% | +9,464+8.0% | Added |
| Bank of America Corp | 119,848 | $2.68M | 0.00% | +14,660+13.9% | Added |
| Almitas Capital LLC | 113,652 | $2.54M | 1.22% | +6,615+6.2% | Added |
| Stifel Financial Corp | 95,943 | $2.14M | 0.00% | +82,596+618.8% | Added |
| Morgan Stanley | 77,765 | $1.74M | 0.00% | +743+1.0% | Added |
| STRS Ohio | 54,716 | $1.22M | 0.01% | 00.0% | Unchanged |
| CSS LLC | 47,690 | $1.07M | 0.09% | 00.0% | Unchanged |
| Atlas Wealth LLC | 44,964 | $1.00M | 0.19% | +60+0.1% | Added |
| Quantedge Capital Pte Ltd | 43,377 | $969.5K | 0.53% | +2,448+6.0% | Added |
| Wolverine Asset Management LLC | 39,665 | $886.5K | 0.02% | +13,066+49.1% | Added |
| Raymond James & Associates | 37,255 | $832.7K | 0.00% | +500+1.4% | Added |
| Qube Research & Technologies Ltd | 33,749 | $754.3K | 0.00% | 00.0% | Unchanged |
| GP Brinson Investments LLC | 18,000 | $402.3K | 0.31% | 00.0% | Unchanged |
| Bank of Montreal | 13,360 | $374.2K | 0.00% | −1,500−10.1% | Reduced |
| North Star Asset Management Inc | 16,297 | $364.2K | 0.02% | −1,951−10.7% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 14,205 | $318.0K | 0.03% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 13,641 | $305.0K | 0.01% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 11,481 | $256.6K | 0.15% | −600−5.0% | Reduced |
| HighTower Advisors, LLC | 11,042 | $242.0K | 0.00% | +143+1.3% | Added |
| Gould Asset Management LLC | 10,634 | $237.7K | 0.07% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 8,490 | $189.8K | 0.00% | +1,570+22.7% | Added |
| Ancora Advisors, LLC | 6,937 | $155.0K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 6,886 | $153.9K | 0.04% | −448−6.1% | Reduced |
| Barclays PLC | 4,000 | $110.8K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 4,260 | $95.2K | 0.02% | +4,260 | New |
| Wells Fargo & Company | 1,548 | $34.6K | 0.00% | −1−0.1% | Reduced |
| Advisor Group Holdings, Inc. | 1,041 | $23.3K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 985 | $22.0K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 740 | $16.5K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 500 | $11.2K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 500 | $11.1K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 321 | $7.17K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 320 | $7.11K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 300 | $6.71K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 268 | $6.00K | 0.00% | +33+14.0% | Added |
| Trust Co of Vermont | 179 | $4.00K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 176 | $3.93K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 72 | $1.61K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 42 | $939 | 0.00% | 00.0% | Unchanged |
| Cornerstone Advisors, LLC | 0 | $0 | 0.00% | −34,437−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −4,929−100.0% | Sold out |