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 2025
Institutional positions in Morgan Stanley India Investment Fund, Inc. as of Jun 30, 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
- 46
- −6 vs. Q1 2025
- Shares held
- 3.82M
- +225.9K (+6.3%) vs. Q1 2025
- Total value
- $107.7M
- +$20.2M (+23.0%) vs. Q1 2025
- New holders
- 5
- 16 more added
- Sold out
- 11
- 12 more reduced
Compare with Q1 2025: 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 2025
Shares, value and share of portfolio for each institution holding Morgan Stanley India Investment Fund, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| SOA Wealth Advisors, LLC. | 42 | $1.19K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 72 | $2.03K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 115 | $3.25K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 179 | $5.05K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 245 | $6.92K | 0.00% | +95+63.3% | Added |
| BlackRock, Inc. | 250 | $7.06K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 300 | $8.47K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 300 | $8.47K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 706 | $19.9K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,350 | $38.1K | 0.00% | +1,000+285.7% | Added |
| Raymond James Financial Inc | 1,640 | $46.3K | 0.00% | +1,640 | New |
| Advisor Group Holdings, Inc. | 2,032 | $57.4K | 0.00% | +1,363+203.7% | Added |
| The PNC Financial Services Group, Inc. | 3,540 | $99.9K | 0.00% | −4,750−57.3% | Reduced |
| Barclays PLC | 4,000 | $112.9K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 4,900 | $138.3K | 0.00% | +4,400+880.0% | Added |
| Ancora Advisors, LLC | 6,937 | $195.8K | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 7,223 | $204.0K | 0.00% | +7,223 | New |
| MML Investors Services, LLC | 8,510 | $240.0K | 0.00% | −101−1.2% | Reduced |
| Calamos Advisors LLC | 8,874 | $250.5K | 0.00% | +8,874 | New |
| Maridea Wealth Management LLC | 9,314 | $262.9K | 0.07% | +61+0.7% | Added |
| Gould Asset Management LLC | 10,474 | $295.7K | 0.06% | −90−0.9% | Reduced |
| Blue Bell Private Wealth Management, LLC | 10,530 | $297.3K | 0.05% | +2,947+38.9% | Added |
| North Star Asset Management Inc | 10,839 | $306.0K | 0.01% | −70−0.6% | Reduced |
| CSS LLC | 11,497 | $324.6K | 0.02% | −17,148−59.9% | Reduced |
| Samalin Investment Counsel, LLC | 14,022 | $395.9K | 0.15% | 00.0% | Unchanged |
| 1607 Capital Partners, LLC | 14,186 | $400.5K | 0.03% | −20,050−58.6% | Reduced |
| Bank of America Corp | 14,406 | $406.7K | 0.00% | −46,512−76.4% | Reduced |
| GP Brinson Investments LLC | 18,000 | $508.1K | 0.22% | 00.0% | Unchanged |
| Quantedge Capital Pte Ltd | 21,354 | $602.8K | 0.55% | −21,150−49.8% | Reduced |
| Jones Financial Companies LLLP | 24,425 | $692.9K | 0.00% | +9,718+66.1% | Added |
| Royal Bank of Canada | 26,337 | $743.0K | 0.00% | −2,201−7.7% | Reduced |
| STRS Ohio | 54,716 | $1.54M | 0.01% | 00.0% | Unchanged |
| Verition Fund Management LLC | 70,497 | $1.99M | 0.01% | +70,497 | New |
| Stifel Financial Corp | 85,957 | $2.43M | 0.00% | +456+0.5% | Added |
| Wells Fargo & Company | 86,227 | $2.43M | 0.00% | +84,083+3,921.8% | Added |
| City of London Investment Management Co Ltd | 103,442 | $2.92M | 0.27% | +103,442 | New |
| Evergreen Capital Management LLC | 112,153 | $3.17M | 0.10% | +9,706+9.5% | Added |
| Penserra Capital Management LLC | 135,312 | $3.82M | 0.05% | +3,973+3.0% | Added |
| UBS Group AG | 157,972 | $4.46M | 0.00% | −5,559−3.4% | Reduced |
| Morgan Stanley | 165,630 | $4.68M | 0.00% | +44,066+36.2% | Added |
| Public Employees Retirement System of Ohio | 183,964 | $5.19M | 0.02% | +16,021+9.5% | Added |
| Allspring Global Investments Holdings, LLC | 200,444 | $5.66M | 0.01% | −65,084−24.5% | Reduced |
| Karpus Management, Inc. | 223,274 | $6.30M | 0.20% | −46,214−17.1% | Reduced |
| Bulldog Investors, LLP | 297,889 | $8.41M | 2.13% | +12,060+4.2% | Added |
| Lazard Asset Management LLC | 684,428 | $19.3M | 0.03% | +96,761+16.5% | Added |
| Saba Capital Management, L.P. | 1,016,952 | $28.7M | 0.78% | +265,891+35.4% | Added |
| Letko, Brosseau & Associates Inc | 0 | $0 | 0.00% | −113,375−100.0% | Sold out |
| Almitas Capital LLC | 0 | $0 | 0.00% | −104,744−100.0% | Sold out |
| Matisse Capital | 0 | $0 | 0.00% | −37,950−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −14,851−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −9,310−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −8,400−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −482−100.0% | Sold out |
| US Bancorp | 0 | $0 | 0.00% | −225−100.0% | Sold out |
| Zions Bancorporation, National Association | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Hara Capital LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Leonteq Securities AG | 0 | $0 | 0.00% | −2−100.0% | Sold out |