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, Q2 2024
Institutional positions in Morgan Stanley India Investment Fund, Inc. as of Jun 30, 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
- 50
- +2 vs. Q1 2024
- Shares held
- 3.68M
- −301.2K (−7.6%) vs. Q1 2024
- Total value
- $98.7M
- +$7.18M (+7.8%) vs. Q1 2024
- New holders
- 5
- 18 more added
- Sold out
- 3
- 11 more reduced
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Morgan Stanley India Investment Fund, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| City of London Investment Management Co Ltd | 736,345 | $19.7M | 1.68% | −221,300−23.1% | Reduced |
| Lazard Asset Management LLC | 660,369 | $17.7M | 0.02% | +37,930+6.1% | Added |
| Allspring Global Investments Holdings, LLC | 526,548 | $14.1M | 0.02% | +2,000+0.4% | Added |
| Karpus Management, Inc. | 315,518 | $8.44M | 0.24% | −2,968−0.9% | Reduced |
| Letko, Brosseau & Associates Inc | 193,375 | $5.17M | 0.10% | 00.0% | Unchanged |
| 1607 Capital Partners, LLC | 140,289 | $3.75M | 0.34% | +1,800+1.3% | Added |
| UBS Group AG | 137,592 | $3.68M | 0.00% | −1,551−1.1% | Reduced |
| Bank of America Corp | 120,513 | $3.22M | 0.00% | −3,394−2.7% | Reduced |
| Almitas Capital LLC | 114,751 | $3.07M | 1.28% | +2,560+2.3% | Added |
| Morgan Stanley | 101,432 | $2.71M | 0.00% | −179,173−63.9% | Reduced |
| Stifel Financial Corp | 62,095 | $1.66M | 0.00% | +1,348+2.2% | Added |
| Quantedge Capital Pte Ltd | 59,104 | $1.58M | 0.57% | +11,527+24.2% | Added |
| STRS Ohio | 54,716 | $1.46M | 0.01% | 00.0% | Unchanged |
| Atlas Wealth LLC | 43,799 | $1.18M | 0.14% | +43,799 | New |
| Landscape Capital Management, L.L.C. | 42,848 | $1.15M | 0.10% | +1,647+4.0% | Added |
| Logan Stone Capital, LLC | 41,699 | $1.12M | 0.29% | +41,699 | New |
| Raymond James & Associates | 40,255 | $1.08M | 0.00% | +3,500+9.5% | Added |
| Matisse Capital | 37,950 | $1.02M | 0.50% | 00.0% | Unchanged |
| CSS LLC | 36,780 | $983.9K | 0.07% | +1,690+4.8% | Added |
| Bank of Montreal | 29,560 | $955.4K | 0.00% | +4,700+18.9% | Added |
| Wolverine Asset Management LLC | 29,452 | $787.8K | 0.01% | −3,325−10.1% | Reduced |
| Walleye Capital LLC | 28,777 | $769.8K | 0.01% | +8,788+44.0% | Added |
| GP Brinson Investments LLC | 18,000 | $481.5K | 0.21% | 00.0% | Unchanged |
| Royal Bank of Canada | 17,118 | $458.0K | 0.00% | +3,108+22.2% | Added |
| Calamos Advisors LLC | 13,878 | $371.2K | 0.00% | +4,402+46.5% | Added |
| Samalin Investment Counsel, LLC | 13,121 | $351.0K | 0.16% | −10.0% | Reduced |
| North Star Asset Management Inc | 11,793 | $315.5K | 0.01% | −3,639−23.6% | Reduced |
| Gould Asset Management LLC | 10,884 | $291.1K | 0.07% | 00.0% | Unchanged |
| MML Investors Services, LLC | 8,394 | $225.0K | 0.00% | +8,394 | New |
| The PNC Financial Services Group, Inc. | 8,090 | $216.4K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 7,283 | $194.8K | 0.04% | +1,377+23.3% | Added |
| Ancora Advisors, LLC | 6,937 | $185.6K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 4,000 | $129.1K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 3,586 | $95.9K | 0.00% | +3,417+2,021.9% | Added |
| Wells Fargo & Company | 2,145 | $57.4K | 0.00% | −449−17.3% | Reduced |
| Advisor Group Holdings, Inc. | 1,159 | $31.0K | 0.00% | +39+3.5% | Added |
| Beaird Harris Wealth Management, LLC | 740 | $19.8K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 612 | $16.4K | 0.00% | −188−23.5% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 565 | $15.1K | 0.01% | +122+27.5% | Added |
| Allworth Financial LP | 500 | $13.4K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 500 | $13.4K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 300 | $8.03K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 211 | $6.00K | 0.00% | +47+28.7% | Added |
| Trust Co of Vermont | 179 | $4.79K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 150 | $4.01K | 0.00% | −2,350−94.0% | Reduced |
| National Bank of Canada | 115 | $3.08K | 0.00% | 00.0% | Unchanged |
| Great Lakes Retirement, Inc. | 78 | $2.09K | 0.00% | +78 | New |
| Hollencrest Capital Management | 72 | $1.93K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 42 | $1.12K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 2 | $54 | 0.00% | +2 | New |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −33,749−100.0% | Sold out |
| Eschler Asset Management LLP | 0 | $0 | 0.00% | −16,536−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −16,536−100.0% | Sold out |