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, Q3 2024
Institutional positions in Morgan Stanley India Investment Fund, Inc. as of Sep 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
- 53
- +3 vs. Q2 2024
- Shares held
- 3.89M
- +208.1K (+5.6%) vs. Q2 2024
- Total value
- $117.1M
- +$18.3M (+18.6%) vs. Q2 2024
- New holders
- 8
- 6 more added
- Sold out
- 5
- 19 more reduced
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Morgan Stanley India Investment Fund, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Leonteq Securities AG | 2 | $60 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 42 | $1.26K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 72 | $2.17K | 0.00% | 00.0% | Unchanged |
| Hara Capital LLC | 85 | $2.56K | 0.00% | +85 | New |
| National Bank of Canada | 115 | $3.46K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 150 | $4.51K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 179 | $5.38K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 207 | $6.23K | 0.00% | −533−72.0% | Reduced |
| Bessemer Group Inc | 229 | $7.00K | 0.00% | +18+8.5% | Added |
| US Bancorp | 295 | $8.87K | 0.00% | +295 | New |
| Federation des caisses Desjardins du Quebec | 300 | $9.02K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 362 | $10.9K | 0.00% | +362 | New |
| Allworth Financial LP | 500 | $15.0K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 500 | $15.0K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 565 | $17.0K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,159 | $34.9K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 2,137 | $64.3K | 0.00% | −8−0.4% | Reduced |
| Barclays PLC | 4,000 | $138.9K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 5,883 | $177.0K | 0.03% | −1,400−19.2% | Reduced |
| Ancora Advisors, LLC | 6,937 | $208.7K | 0.00% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 8,032 | $224.1K | 0.00% | +8,032 | New |
| Jones Financial Companies LLLP | 7,669 | $232.3K | 0.00% | +4,083+113.9% | Added |
| The PNC Financial Services Group, Inc. | 8,090 | $243.3K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 8,230 | $248.0K | 0.00% | +8,230 | New |
| MML Investors Services, LLC | 8,394 | $252.0K | 0.00% | 00.0% | Unchanged |
| Gould Asset Management LLC | 10,884 | $327.4K | 0.07% | 00.0% | Unchanged |
| North Star Asset Management Inc | 11,793 | $354.7K | 0.02% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 13,122 | $394.7K | 0.17% | +10.0% | Added |
| Calamos Advisors LLC | 13,557 | $407.8K | 0.00% | −321−2.3% | Reduced |
| Royal Bank of Canada | 17,618 | $530.0K | 0.00% | +500+2.9% | Added |
| GP Brinson Investments LLC | 18,000 | $541.4K | 0.22% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 23,907 | $719.1K | 0.07% | −18,941−44.2% | Reduced |
| Walleye Capital LLC | 24,242 | $729.2K | 0.01% | −4,535−15.8% | Reduced |
| Bank of Montreal | 24,360 | $737.9K | 0.00% | −5,200−17.6% | Reduced |
| Raymond James & Associates | 29,040 | $873.5K | 0.00% | −11,215−27.9% | Reduced |
| CSS LLC | 33,780 | $1.02M | 0.06% | −3,000−8.2% | Reduced |
| Matisse Capital | 37,950 | $1.14M | 0.56% | 00.0% | Unchanged |
| Quantedge Capital Pte Ltd | 53,504 | $1.61M | 0.48% | −5,600−9.5% | Reduced |
| STRS Ohio | 54,716 | $1.65M | 0.01% | 00.0% | Unchanged |
| Stifel Financial Corp | 65,506 | $1.97M | 0.00% | +3,411+5.5% | Added |
| Almitas Capital LLC | 86,320 | $2.60M | 0.92% | −28,431−24.8% | Reduced |
| Bank of America Corp | 106,222 | $3.20M | 0.00% | −14,291−11.9% | Reduced |
| Morgan Stanley | 109,493 | $3.29M | 0.00% | +8,061+7.9% | Added |
| 1607 Capital Partners, LLC | 110,850 | $3.33M | 0.30% | −29,439−21.0% | Reduced |
| UBS Group AG | 135,792 | $4.08M | 0.00% | −1,800−1.3% | Reduced |
| Public Employees Retirement System of Ohio | 167,943 | $5.05M | 0.02% | +167,943 | New |
| Letko, Brosseau & Associates Inc | 192,375 | $5.79M | 0.10% | −1,000−0.5% | Reduced |
| Bulldog Investors, LLP | 201,872 | $6.08M | 2.09% | +201,872 | New |
| City of London Investment Management Co Ltd | 243,955 | $7.34M | 0.64% | −492,390−66.9% | Reduced |
| Karpus Management, Inc. | 312,790 | $9.41M | 0.26% | −2,728−0.9% | Reduced |
| Allspring Global Investments Holdings, LLC | 410,140 | $12.3M | 0.02% | −116,408−22.1% | Reduced |
| Lazard Asset Management LLC | 642,430 | $19.3M | 0.03% | −17,939−2.7% | Reduced |
| Saba Capital Management, L.P. | 675,703 | $20.3M | 0.45% | +675,703 | New |
| Atlas Wealth LLC | 0 | $0 | 0.00% | −43,799−100.0% | Sold out |
| Logan Stone Capital, LLC | 0 | $0 | 0.00% | −41,699−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −29,452−100.0% | Sold out |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −306−100.0% | Sold out |
| Great Lakes Retirement, Inc. | 0 | $0 | 0.00% | −78−100.0% | Sold out |