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