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 2023
Institutional positions in Morgan Stanley India Investment Fund, Inc. as of Dec 31, 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
- +1 vs. Q3 2023
- Shares held
- 4.03M
- −320.2K (−7.4%) vs. Q3 2023
- Total value
- $86.5M
- −$10.7M (−11.0%) vs. Q3 2023
- New holders
- 5
- 12 more added
- Sold out
- 4
- 16 more reduced
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Morgan Stanley India Investment Fund, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| City of London Investment Management Co Ltd | 1,032,364 | $22.2M | 1.81% | −402,765−28.1% | Reduced |
| Lazard Asset Management LLC | 709,478 | $15.2M | 0.02% | −3,366−0.5% | Reduced |
| Allspring Global Investments Holdings, LLC | 560,548 | $12.0M | 0.02% | −2,688−0.5% | Reduced |
| Karpus Management, Inc. | 316,323 | $6.79M | 0.21% | +7,854+2.5% | Added |
| Letko, Brosseau & Associates Inc | 193,375 | $4.15M | 0.08% | −21,625−10.1% | Reduced |
| Almitas Capital LLC | 170,163 | $3.65M | 1.26% | +56,511+49.7% | Added |
| 1607 Capital Partners, LLC | 139,406 | $2.99M | 0.21% | +10,909+8.5% | Added |
| UBS Group AG | 136,953 | $2.94M | 0.00% | +7,657+5.9% | Added |
| Bank of America Corp | 131,255 | $2.82M | 0.00% | +11,407+9.5% | Added |
| Stifel Financial Corp | 99,125 | $2.13M | 0.00% | +3,182+3.3% | Added |
| Morgan Stanley | 82,669 | $1.77M | 0.00% | +4,904+6.3% | Added |
| STRS Ohio | 54,716 | $1.17M | 0.00% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 49,671 | $1.07M | 0.10% | +49,671 | New |
| Quantedge Capital Pte Ltd | 46,277 | $993.6K | 0.49% | +2,900+6.7% | Added |
| CSS LLC | 39,590 | $850.0K | 0.07% | −8,100−17.0% | Reduced |
| Matisse Capital | 37,950 | $814.8K | 0.43% | +37,950 | New |
| Raymond James & Associates | 36,755 | $789.1K | 0.00% | −500−1.3% | Reduced |
| Qube Research & Technologies Ltd | 33,749 | $724.6K | 0.00% | 00.0% | Unchanged |
| GP Brinson Investments LLC | 18,000 | $386.5K | 0.18% | 00.0% | Unchanged |
| Bank of Montreal | 12,760 | $339.9K | 0.00% | −600−4.5% | Reduced |
| North Star Asset Management Inc | 15,805 | $339.3K | 0.02% | −492−3.0% | Reduced |
| Susquehanna International Group, LLP | 11,918 | $255.9K | 0.00% | +11,918 | New |
| Samalin Investment Counsel, LLC | 11,480 | $246.5K | 0.12% | −10.0% | Reduced |
| Emergent Wealth Advisors, LLC | 11,100 | $238.3K | 0.22% | +11,100 | New |
| Gould Asset Management LLC | 10,884 | $233.7K | 0.06% | +250+2.4% | Added |
| Walleye Capital LLC | 10,634 | $228.3K | 0.00% | +10,634 | New |
| Wolverine Asset Management LLC | 10,613 | $227.9K | 0.00% | −29,052−73.2% | Reduced |
| Peapack Gladstone Financial Corp | 9,886 | $213.0K | 0.00% | −3,755−27.5% | Reduced |
| The PNC Financial Services Group, Inc. | 8,090 | $173.7K | 0.00% | −400−4.7% | Reduced |
| Ancora Advisors, LLC | 6,937 | $148.9K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 5,294 | $113.7K | 0.03% | −1,592−23.1% | Reduced |
| Barclays PLC | 4,000 | $106.5K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 2,094 | $45.0K | 0.01% | −2,166−50.8% | Reduced |
| Wells Fargo & Company | 1,993 | $42.8K | 0.00% | +445+28.7% | Added |
| Advisor Group Holdings, Inc. | 1,141 | $24.5K | 0.00% | +100+9.6% | Added |
| Royal Bank of Canada | 860 | $19.0K | 0.00% | −125−12.7% | Reduced |
| Beaird Harris Wealth Management, LLC | 740 | $15.9K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 500 | $10.7K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 500 | $10.7K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 416 | $8.93K | 0.00% | +240+136.4% | Added |
| National Bank of Canada | 320 | $6.84K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 300 | $6.44K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 178 | $4.00K | 0.00% | −90−33.6% | Reduced |
| Trust Co of Vermont | 179 | $3.84K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 72 | $1.55K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 42 | $902 | 0.00% | 00.0% | Unchanged |
| Atlas Wealth LLC | 0 | $0 | 0.00% | −44,964−100.0% | Sold out |
| JTC Employer Solutions Trusteee Ltd | 0 | $0 | 0.00% | −14,205−100.0% | Sold out |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −11,042−100.0% | Sold out |
| Cary Street Partner Investment Advisory LLC | 0 | $0 | 0.00% | −321−100.0% | Sold out |