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 | $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, 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 |
|---|---|---|---|---|---|
| Leonteq Securities AG | 2 | $49 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 42 | $1.02K | 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 |
| Hollencrest Capital Management | 72 | $1.76K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 115 | $2.80K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 150 | $3.66K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 179 | $4.37K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 225 | $5.49K | 0.00% | −70−23.7% | Reduced |
| BlackRock, Inc. | 250 | $6.10K | 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 |
| Steward Partners Investment Advisory, LLC | 350 | $8.54K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 482 | $11.8K | 0.00% | −1,667−77.6% | Reduced |
| Allworth Financial LP | 500 | $13.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 669 | $16.3K | 0.00% | −490−42.3% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 706 | $17.2K | 0.01% | +130+22.6% | Added |
| Wells Fargo & Company | 2,144 | $52.3K | 0.00% | +1,260+142.5% | Added |
| Barclays PLC | 4,000 | $97.6K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 6,937 | $169.2K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 7,583 | $184.9K | 0.04% | −100−1.3% | Reduced |
| The PNC Financial Services Group, Inc. | 8,290 | $202.2K | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 8,400 | $204.9K | 0.00% | −8,193−49.4% | Reduced |
| MML Investors Services, LLC | 8,611 | $210.0K | 0.00% | +217+2.6% | Added |
| Maridea Wealth Management LLC | 9,253 | $225.7K | 0.07% | +304+3.4% | Added |
| Bank of Montreal | 9,310 | $227.1K | 0.00% | −14,350−60.7% | Reduced |
| Gould Asset Management LLC | 10,564 | $257.7K | 0.05% | 00.0% | Unchanged |
| North Star Asset Management Inc | 10,909 | $266.1K | 0.01% | −188−1.7% | Reduced |
| Samalin Investment Counsel, LLC | 14,022 | $342.0K | 0.14% | +1,237+9.7% | Added |
| Jones Financial Companies LLLP | 14,707 | $359.1K | 0.00% | +4,707+47.1% | Added |
| Walleye Capital LLC | 14,851 | $362.2K | 0.00% | −7,672−34.1% | Reduced |
| GP Brinson Investments LLC | 18,000 | $439.0K | 0.19% | 00.0% | Unchanged |
| Royal Bank of Canada | 28,538 | $696.0K | 0.00% | +6,320+28.4% | Added |
| CSS LLC | 28,645 | $698.7K | 0.05% | −5,135−15.2% | Reduced |
| 1607 Capital Partners, LLC | 34,236 | $835.0K | 0.07% | −10,535−23.5% | Reduced |
| Matisse Capital | 37,950 | $925.6K | 0.49% | 00.0% | Unchanged |
| Quantedge Capital Pte Ltd | 42,504 | $1.04M | 0.33% | −11,300−21.0% | Reduced |
| STRS Ohio | 54,716 | $1.33M | 0.01% | 00.0% | Unchanged |
| Bank of America Corp | 60,918 | $1.49M | 0.00% | −49,332−44.7% | Reduced |
| Stifel Financial Corp | 85,501 | $2.09M | 0.00% | +12,212+16.7% | Added |
| Evergreen Capital Management LLC | 102,447 | $2.50M | 0.08% | +102,447 | New |
| Almitas Capital LLC | 104,744 | $2.55M | 0.85% | +18,424+21.3% | Added |
| Letko, Brosseau & Associates Inc | 113,375 | $2.77M | 0.06% | −1,125−1.0% | Reduced |
| Morgan Stanley | 121,564 | $2.96M | 0.00% | +9,767+8.7% | Added |
| Penserra Capital Management LLC | 131,339 | $3.20M | 0.06% | +131,339 | New |
| UBS Group AG | 163,531 | $3.99M | 0.00% | +22,075+15.6% | Added |
| Public Employees Retirement System of Ohio | 167,943 | $4.10M | 0.01% | +167,943 | New |
| Allspring Global Investments Holdings, LLC | 265,528 | $6.48M | 0.01% | −58,865−18.1% | Reduced |
| Karpus Management, Inc. | 269,488 | $6.57M | 0.21% | −2,549−0.9% | Reduced |
| Bulldog Investors, LLP | 285,829 | $6.97M | 1.89% | −1,815−0.6% | Reduced |
| Lazard Asset Management LLC | 587,667 | $14.3M | 0.02% | −44,215−7.0% | Reduced |
| Saba Capital Management, L.P. | 751,061 | $18.3M | 0.50% | +9,530+1.3% | Added |
| 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 |