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