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, Q1 2024
Institutional positions in Morgan Stanley India Investment Fund, Inc. as of Mar 31, 2024. 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
- 48
- +2 vs. Q4 2023
- Shares held
- 3.80M
- −229.2K (−5.7%) vs. Q4 2023
- Total value
- $87.3M
- +$717.6K (+0.8%) vs. Q4 2023
- New holders
- 6
- 12 more added
- Sold out
- 4
- 13 more reduced
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Morgan Stanley India Investment Fund, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| SOA Wealth Advisors, LLC. | 42 | $963 | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 72 | $1.65K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 115 | $2.70K | 0.00% | −205−64.1% | Reduced |
| Jones Financial Companies LLLP | 169 | $3.88K | 0.00% | +169 | New |
| Bessemer Group Inc | 164 | $4.00K | 0.00% | −14−7.9% | Reduced |
| Trust Co of Vermont | 179 | $4.11K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 300 | $6.88K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 400 | $9.18K | 0.00% | +400 | New |
| Thomas J. Herzfeld Advisors, Inc. | 443 | $10.2K | 0.00% | +27+6.5% | Added |
| GHP Investment Advisors, Inc. | 500 | $11.5K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 500 | $11.5K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 740 | $17.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,120 | $25.7K | 0.00% | −21−1.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 2,500 | $57.4K | 0.00% | +2,500 | New |
| Wells Fargo & Company | 2,594 | $59.5K | 0.00% | +601+30.2% | Added |
| Barclays PLC | 4,000 | $112.1K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 5,906 | $135.5K | 0.03% | +612+11.6% | Added |
| Ancora Advisors, LLC | 6,937 | $159.1K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 8,090 | $185.6K | 0.00% | 00.0% | Unchanged |
| Calamos Advisors LLC | 9,476 | $217.4K | 0.00% | +9,476 | New |
| Gould Asset Management LLC | 10,884 | $249.7K | 0.06% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 13,122 | $301.0K | 0.14% | +1,642+14.3% | Added |
| Royal Bank of Canada | 14,010 | $321.0K | 0.00% | +13,150+1,529.1% | Added |
| North Star Asset Management Inc | 15,432 | $354.0K | 0.02% | −373−2.4% | Reduced |
| Boothbay Fund Management, LLC | 16,536 | $379.3K | 0.01% | +16,536 | New |
| Eschler Asset Management LLP | 16,536 | $379.7K | 0.25% | +16,536 | New |
| GP Brinson Investments LLC | 18,000 | $412.9K | 0.18% | 00.0% | Unchanged |
| Walleye Capital LLC | 19,989 | $458.5K | 0.00% | +9,355+88.0% | Added |
| Bank of Montreal | 24,860 | $692.4K | 0.00% | +12,100+94.8% | Added |
| Wolverine Asset Management LLC | 32,777 | $751.9K | 0.01% | +22,164+208.8% | Added |
| Qube Research & Technologies Ltd | 33,749 | $774.2K | 0.00% | 00.0% | Unchanged |
| CSS LLC | 35,090 | $805.0K | 0.07% | −4,500−11.4% | Reduced |
| Raymond James & Associates | 36,755 | $843.2K | 0.00% | 00.0% | Unchanged |
| Matisse Capital | 37,950 | $870.6K | 0.42% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 41,201 | $945.2K | 0.08% | −8,470−17.1% | Reduced |
| Quantedge Capital Pte Ltd | 47,577 | $1.09M | 0.46% | +1,300+2.8% | Added |
| STRS Ohio | 54,716 | $1.25M | 0.01% | 00.0% | Unchanged |
| Stifel Financial Corp | 60,747 | $1.39M | 0.00% | −38,378−38.7% | Reduced |
| Morgan Stanley | 93,535 | $2.15M | 0.00% | +10,866+13.1% | Added |
| Almitas Capital LLC | 112,191 | $2.57M | 1.06% | −57,972−34.1% | Reduced |
| Bank of America Corp | 123,907 | $2.84M | 0.00% | −7,348−5.6% | Reduced |
| 1607 Capital Partners, LLC | 138,489 | $3.18M | 0.26% | −917−0.7% | Reduced |
| UBS Group AG | 139,143 | $3.19M | 0.00% | +2,190+1.6% | Added |
| Letko, Brosseau & Associates Inc | 193,375 | $4.44M | 0.08% | 00.0% | Unchanged |
| Karpus Management, Inc. | 318,486 | $7.31M | 0.21% | +2,163+0.7% | Added |
| Allspring Global Investments Holdings, LLC | 524,548 | $12.0M | 0.02% | −36,000−6.4% | Reduced |
| Lazard Asset Management LLC | 622,439 | $14.3M | 0.02% | −87,039−12.3% | Reduced |
| City of London Investment Management Co Ltd | 957,645 | $22.0M | 1.81% | −74,719−7.2% | Reduced |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −11,918−100.0% | Sold out |
| Emergent Wealth Advisors, LLC | 0 | $0 | 0.00% | −11,100−100.0% | Sold out |
| Peapack Gladstone Financial Corp | 0 | $0 | 0.00% | −9,886−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −2,094−100.0% | Sold out |