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
- −114.0K (−3.0%) vs. Q1 2024
- Total value
- $98.7M
- +$11.5M (+13.1%) vs. Q1 2024
- New holders
- 5
- 19 more added
- Sold out
- 3
- 10 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 | $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, 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 |
|---|---|---|---|---|---|
| Leonteq Securities AG | 2 | $54 | 0.00% | +2 | New |
| SOA Wealth Advisors, LLC. | 42 | $1.12K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 72 | $1.93K | 0.00% | 00.0% | Unchanged |
| Great Lakes Retirement, Inc. | 78 | $2.09K | 0.00% | +78 | New |
| National Bank of Canada | 115 | $3.08K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 150 | $4.01K | 0.00% | −2,350−94.0% | Reduced |
| Trust Co of Vermont | 179 | $4.79K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 211 | $6.00K | 0.00% | +47+28.7% | Added |
| Federation des caisses Desjardins du Quebec | 300 | $8.03K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 306 | $8.19K | 0.00% | −94−23.5% | Reduced |
| GHP Investment Advisors, Inc. | 500 | $13.4K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 500 | $13.4K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 565 | $15.1K | 0.01% | +122+27.5% | Added |
| Beaird Harris Wealth Management, LLC | 740 | $19.8K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,159 | $31.0K | 0.00% | +39+3.5% | Added |
| Wells Fargo & Company | 2,145 | $57.4K | 0.00% | −449−17.3% | Reduced |
| Jones Financial Companies LLLP | 3,586 | $95.9K | 0.00% | +3,417+2,021.9% | Added |
| Barclays PLC | 4,000 | $129.1K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 6,937 | $185.6K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 7,283 | $194.8K | 0.04% | +1,377+23.3% | Added |
| The PNC Financial Services Group, Inc. | 8,090 | $216.4K | 0.00% | 00.0% | Unchanged |
| MML Investors Services, LLC | 8,394 | $225.0K | 0.00% | +8,394 | New |
| Gould Asset Management LLC | 10,884 | $291.1K | 0.07% | 00.0% | Unchanged |
| North Star Asset Management Inc | 11,793 | $315.5K | 0.01% | −3,639−23.6% | Reduced |
| Samalin Investment Counsel, LLC | 13,121 | $351.0K | 0.16% | −10.0% | Reduced |
| Calamos Advisors LLC | 13,878 | $371.2K | 0.00% | +4,402+46.5% | Added |
| Royal Bank of Canada | 17,118 | $458.0K | 0.00% | +3,108+22.2% | Added |
| GP Brinson Investments LLC | 18,000 | $481.5K | 0.21% | 00.0% | Unchanged |
| Walleye Capital LLC | 28,777 | $769.8K | 0.01% | +8,788+44.0% | Added |
| Wolverine Asset Management LLC | 29,452 | $787.8K | 0.01% | −3,325−10.1% | Reduced |
| Bank of Montreal | 29,560 | $955.4K | 0.00% | +4,700+18.9% | Added |
| CSS LLC | 36,780 | $983.9K | 0.07% | +1,690+4.8% | Added |
| Matisse Capital | 37,950 | $1.02M | 0.50% | 00.0% | Unchanged |
| Raymond James & Associates | 40,255 | $1.08M | 0.00% | +3,500+9.5% | Added |
| Logan Stone Capital, LLC | 41,699 | $1.12M | 0.29% | +41,699 | New |
| Landscape Capital Management, L.L.C. | 42,848 | $1.15M | 0.10% | +1,647+4.0% | Added |
| Atlas Wealth LLC | 43,799 | $1.18M | 0.18% | +43,799 | New |
| STRS Ohio | 54,716 | $1.46M | 0.01% | 00.0% | Unchanged |
| Quantedge Capital Pte Ltd | 59,104 | $1.58M | 0.57% | +11,527+24.2% | Added |
| Stifel Financial Corp | 62,095 | $1.66M | 0.00% | +1,348+2.2% | Added |
| Morgan Stanley | 101,432 | $2.71M | 0.00% | +7,897+8.4% | Added |
| Almitas Capital LLC | 114,751 | $3.07M | 1.28% | +2,560+2.3% | Added |
| Bank of America Corp | 120,513 | $3.22M | 0.00% | −3,394−2.7% | Reduced |
| UBS Group AG | 137,592 | $3.68M | 0.00% | −1,551−1.1% | Reduced |
| 1607 Capital Partners, LLC | 140,289 | $3.75M | 0.34% | +1,800+1.3% | Added |
| Letko, Brosseau & Associates Inc | 193,375 | $5.17M | 0.10% | 00.0% | Unchanged |
| Karpus Management, Inc. | 315,518 | $8.44M | 0.24% | −2,968−0.9% | Reduced |
| Allspring Global Investments Holdings, LLC | 526,548 | $14.1M | 0.02% | +2,000+0.4% | Added |
| Lazard Asset Management LLC | 660,369 | $17.7M | 0.02% | +37,930+6.1% | Added |
| City of London Investment Management Co Ltd | 736,345 | $19.7M | 1.68% | −221,300−23.1% | Reduced |
| 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 |