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 2025
Institutional positions in Morgan Stanley India Investment Fund, Inc. as of Mar 31, 2025. 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
- 52
- −2 vs. Q4 2024
- Shares held
- 3.59M
- +183.0K (+5.4%) vs. Q4 2024
- Total value
- $87.5M
- +$1.43M (+1.7%) vs. Q4 2024
- New holders
- 4
- 12 more added
- Sold out
- 6
- 17 more reduced
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Morgan Stanley India Investment Fund, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Saba Capital Management, L.P. | 751,061 | $18.3M | 0.50% | +9,530+1.3% | Added |
| Lazard Asset Management LLC | 587,667 | $14.3M | 0.02% | −44,215−7.0% | Reduced |
| Bulldog Investors, LLP | 285,829 | $6.97M | 1.89% | −1,815−0.6% | Reduced |
| Karpus Management, Inc. | 269,488 | $6.57M | 0.21% | −2,549−0.9% | Reduced |
| Allspring Global Investments Holdings, LLC | 265,528 | $6.48M | 0.01% | −58,865−18.1% | Reduced |
| Public Employees Retirement System of Ohio | 167,943 | $4.10M | 0.01% | +167,943 | New |
| UBS Group AG | 163,531 | $3.99M | 0.00% | +22,075+15.6% | Added |
| Penserra Capital Management LLC | 131,339 | $3.20M | 0.06% | +131,339 | New |
| Morgan Stanley | 121,564 | $2.96M | 0.00% | +9,767+8.7% | Added |
| Letko, Brosseau & Associates Inc | 113,375 | $2.77M | 0.06% | −1,125−1.0% | Reduced |
| Almitas Capital LLC | 104,744 | $2.55M | 0.85% | +18,424+21.3% | Added |
| Evergreen Capital Management LLC | 102,447 | $2.50M | 0.08% | +102,447 | New |
| Stifel Financial Corp | 85,501 | $2.09M | 0.00% | +12,212+16.7% | Added |
| Bank of America Corp | 60,918 | $1.49M | 0.00% | −49,332−44.7% | Reduced |
| STRS Ohio | 54,716 | $1.33M | 0.01% | 00.0% | Unchanged |
| Quantedge Capital Pte Ltd | 42,504 | $1.04M | 0.33% | −11,300−21.0% | Reduced |
| Matisse Capital | 37,950 | $925.6K | 0.49% | 00.0% | Unchanged |
| 1607 Capital Partners, LLC | 34,236 | $835.0K | 0.07% | −10,535−23.5% | Reduced |
| CSS LLC | 28,645 | $698.7K | 0.05% | −5,135−15.2% | Reduced |
| Royal Bank of Canada | 28,538 | $696.0K | 0.00% | +6,320+28.4% | Added |
| GP Brinson Investments LLC | 18,000 | $439.0K | 0.19% | 00.0% | Unchanged |
| Walleye Capital LLC | 14,851 | $362.2K | 0.00% | −7,672−34.1% | Reduced |
| Jones Financial Companies LLLP | 14,707 | $359.1K | 0.00% | +4,707+47.1% | Added |
| Samalin Investment Counsel, LLC | 14,022 | $342.0K | 0.14% | +1,237+9.7% | Added |
| North Star Asset Management Inc | 10,909 | $266.1K | 0.01% | −188−1.7% | Reduced |
| Gould Asset Management LLC | 10,564 | $257.7K | 0.05% | 00.0% | Unchanged |
| Bank of Montreal | 9,310 | $227.1K | 0.00% | −14,350−60.7% | Reduced |
| Maridea Wealth Management LLC | 9,253 | $225.7K | 0.07% | +304+3.4% | Added |
| MML Investors Services, LLC | 8,611 | $210.0K | 0.00% | +217+2.6% | Added |
| Wolverine Asset Management LLC | 8,400 | $204.9K | 0.00% | −8,193−49.4% | Reduced |
| The PNC Financial Services Group, Inc. | 8,290 | $202.2K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 7,583 | $184.9K | 0.04% | −100−1.3% | Reduced |
| Ancora Advisors, LLC | 6,937 | $169.2K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 4,000 | $97.6K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 2,144 | $52.3K | 0.00% | +1,260+142.5% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 706 | $17.2K | 0.01% | +130+22.6% | Added |
| Advisor Group Holdings, Inc. | 669 | $16.3K | 0.00% | −490−42.3% | Reduced |
| Allworth Financial LP | 500 | $13.0K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 482 | $11.8K | 0.00% | −1,667−77.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 350 | $8.54K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 300 | $7.32K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 300 | $7.32K | 0.00% | 00.0% | Unchanged |
| BlackRock, Inc. | 250 | $6.10K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 225 | $5.49K | 0.00% | −70−23.7% | Reduced |
| Trust Co of Vermont | 179 | $4.37K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 150 | $3.66K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 115 | $2.80K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 72 | $1.76K | 0.00% | 00.0% | Unchanged |
| Hara Capital LLC | 50 | $1.22K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 50 | $1.22K | 0.00% | +50 | New |
| SOA Wealth Advisors, LLC. | 42 | $1.02K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 2 | $49 | 0.00% | 00.0% | Unchanged |
| City of London Investment Management Co Ltd | 0 | $0 | 0.00% | −58,476−100.0% | Sold out |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −10,929−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −8,679−100.0% | Sold out |
| Sanctuary Advisors, LLC | 0 | $0 | 0.00% | −8,904−100.0% | Sold out |
| Beaird Harris Wealth Management, LLC | 0 | $0 | 0.00% | −207−100.0% | Sold out |
| Bessemer Group Inc | 0 | $0 | 0.00% | −205−100.0% | Sold out |