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 2024
Institutional positions in Morgan Stanley India Investment Fund, Inc. as of Dec 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
- 54
- +2 vs. Q3 2024
- Shares held
- 3.41M
- −456.4K (−11.8%) vs. Q3 2024
- Total value
- $86.1M
- −$30.1M (−25.9%) vs. Q3 2024
- New holders
- 4
- 14 more added
- Sold out
- 2
- 17 more reduced
1 institution that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Morgan Stanley India Investment Fund, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Leonteq Securities AG | 2 | $51 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 42 | $1.06K | 0.00% | 00.0% | Unchanged |
| Hara Capital LLC | 50 | $1.26K | 0.00% | −35−41.2% | Reduced |
| Hollencrest Capital Management | 72 | $1.82K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 115 | $2.91K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 150 | $3.79K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 179 | $4.52K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 205 | $5.00K | 0.00% | −24−10.5% | Reduced |
| Beaird Harris Wealth Management, LLC | 207 | $5.23K | 0.00% | 00.0% | Unchanged |
| BlackRock, Inc. | 250 | $6.32K | 0.00% | +250 | New |
| US Bancorp | 295 | $7.46K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 300 | $7.58K | 0.00% | −200−40.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 300 | $7.58K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 350 | $8.85K | 0.00% | −12−3.3% | Reduced |
| Allworth Financial LP | 500 | $12.2K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 576 | $14.6K | 0.00% | +11+1.9% | Added |
| Wells Fargo & Company | 884 | $22.3K | 0.00% | −1,253−58.6% | Reduced |
| Advisor Group Holdings, Inc. | 1,159 | $29.3K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 2,149 | $54.3K | 0.01% | +2,149 | New |
| Barclays PLC | 4,000 | $121.7K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 6,937 | $175.3K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 7,683 | $194.1K | 0.04% | +1,800+30.6% | Added |
| The PNC Financial Services Group, Inc. | 8,290 | $209.5K | 0.00% | +200+2.5% | Added |
| MML Investors Services, LLC | 8,394 | $212.0K | 0.00% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 8,904 | $216.0K | 0.00% | +872+10.9% | Added |
| Landscape Capital Management, L.L.C. | 8,679 | $219.3K | 0.02% | −15,228−63.7% | Reduced |
| Maridea Wealth Management LLC | 8,949 | $226.2K | 0.07% | +8,949 | New |
| Jones Financial Companies LLLP | 10,000 | $252.7K | 0.00% | +2,331+30.4% | Added |
| Gould Asset Management LLC | 10,564 | $267.0K | 0.06% | −320−2.9% | Reduced |
| HighTower Advisors, LLC | 10,929 | $276.2K | 0.00% | +2,699+32.8% | Added |
| North Star Asset Management Inc | 11,097 | $280.4K | 0.01% | −696−5.9% | Reduced |
| Samalin Investment Counsel, LLC | 12,785 | $323.1K | 0.14% | −337−2.6% | Reduced |
| Wolverine Asset Management LLC | 16,593 | $419.3K | 0.01% | +16,593 | New |
| GP Brinson Investments LLC | 18,000 | $454.9K | 0.19% | 00.0% | Unchanged |
| Royal Bank of Canada | 22,218 | $561.0K | 0.00% | +4,600+26.1% | Added |
| Walleye Capital LLC | 22,523 | $569.2K | 0.01% | −1,719−7.1% | Reduced |
| Bank of Montreal | 23,660 | $597.9K | 0.00% | −700−2.9% | Reduced |
| CSS LLC | 33,780 | $853.6K | 0.05% | 00.0% | Unchanged |
| Matisse Capital | 37,950 | $959.0K | 0.49% | 00.0% | Unchanged |
| 1607 Capital Partners, LLC | 44,771 | $1.13M | 0.09% | −66,079−59.6% | Reduced |
| Quantedge Capital Pte Ltd | 53,804 | $1.36M | 0.50% | +300+0.6% | Added |
| STRS Ohio | 54,716 | $1.38M | 0.01% | 00.0% | Unchanged |
| City of London Investment Management Co Ltd | 58,476 | $1.48M | 0.15% | −185,479−76.0% | Reduced |
| Stifel Financial Corp | 73,289 | $1.85M | 0.00% | +7,783+11.9% | Added |
| Almitas Capital LLC | 86,320 | $2.18M | 0.48% | 00.0% | Unchanged |
| Bank of America Corp | 110,250 | $2.79M | 0.00% | +4,028+3.8% | Added |
| Morgan Stanley | 111,797 | $2.83M | 0.00% | +2,304+2.1% | Added |
| Letko, Brosseau & Associates Inc | 114,500 | $2.89M | 0.06% | −77,875−40.5% | Reduced |
| UBS Group AG | 141,456 | $3.57M | 0.00% | +5,664+4.2% | Added |
| Karpus Management, Inc. | 272,037 | $6.87M | 0.20% | −40,753−13.0% | Reduced |
| Bulldog Investors, LLP | 287,644 | $7.30M | 1.91% | +85,772+42.5% | Added |
| Allspring Global Investments Holdings, LLC | 324,393 | $8.20M | 0.01% | −85,747−20.9% | Reduced |
| Lazard Asset Management LLC | 631,882 | $16.0M | 0.02% | −10,548−1.6% | Reduced |
| Saba Capital Management, L.P. | 741,531 | $18.7M | 0.47% | +65,828+9.7% | Added |
| Public Employees Retirement System of Ohio | 0 | $0 | 0.00% | −167,943−100.0% | Sold out |
| Calamos Advisors LLC | 0 | $0 | 0.00% | −13,557−100.0% | Sold out |
| Raymond James & Associates | – | – | – | – | Not filed |