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 2026
Institutional positions in Morgan Stanley India Investment Fund, Inc. as of Mar 31, 2026. 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
- 40
- −5 vs. Q4 2025
- Shares held
- 3.82M
- −163.2K (−4.1%) vs. Q4 2025
- Total value
- $78.7M
- −$21.2M (−21.2%) vs. Q4 2025
- New holders
- 5
- 12 more added
- Sold out
- 10
- 13 more reduced
2 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Morgan Stanley India Investment Fund, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| SOA Wealth Advisors, LLC. | 42 | $864 | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 72 | $1.48K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 100 | $2.06K | 0.00% | −200−66.7% | Reduced |
| National Bank of Canada | 115 | $2.36K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 150 | $3.09K | 0.00% | −46−23.5% | Reduced |
| BlackRock, Inc. | 250 | $5.14K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 350 | $7.20K | 0.00% | −1,000−74.1% | Reduced |
| Wells Fargo & Company | 1,925 | $39.6K | 0.00% | −204−9.6% | Reduced |
| Advisor Group Holdings, Inc. | 2,897 | $59.6K | 0.00% | −213−6.8% | Reduced |
| Vanguard National Trust Co | 3,167 | $65.2K | 0.00% | +3,167 | New |
| Allworth Financial LP | 4,490 | $92.4K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 5,960 | $122.7K | 0.00% | +3,770+172.1% | Added |
| Ancora Advisors, LLC | 6,937 | $142.8K | 0.00% | 00.0% | Unchanged |
| North Star Asset Management Inc | 10,287 | $211.7K | 0.01% | 00.0% | Unchanged |
| Maridea Wealth Management LLC | 11,234 | $231.2K | 0.03% | +478+4.4% | Added |
| 1607 Capital Partners, LLC | 11,706 | $240.9K | 0.02% | 00.0% | Unchanged |
| LPL Financial LLC | 12,310 | $253.3K | 0.00% | +12,310 | New |
| Blue Bell Private Wealth Management, LLC | 12,667 | $260.7K | 0.04% | −31−0.2% | Reduced |
| Wolverine Asset Management LLC | 13,622 | $280.3K | 0.00% | +13,622 | New |
| Gould Asset Management LLC | 13,624 | $280.4K | 0.05% | +2,770+25.5% | Added |
| Samalin Investment Counsel, LLC | 14,078 | $289.7K | 0.10% | +1,055+8.1% | Added |
| Financial Solutions Advisory Group, Inc. | 15,788 | $324.9K | 0.04% | +15,788 | New |
| Calamos Advisors LLC | 16,208 | $333.6K | 0.00% | +1,930+13.5% | Added |
| GP Brinson Investments LLC | 18,000 | $370.4K | 0.17% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 20,669 | $416.1K | 0.00% | −1,588−7.1% | Reduced |
| Equitable Holdings, Inc. | 24,684 | $508.0K | 0.00% | +24,684 | New |
| Royal Bank of Canada | 35,708 | $735.0K | 0.00% | +1,520+4.4% | Added |
| STRS Ohio | 54,716 | $1.13M | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 73,672 | $1.52M | 0.00% | −125,835−63.1% | Reduced |
| Stifel Financial Corp | 74,631 | $1.54M | 0.00% | −19,999−21.1% | Reduced |
| Altium Capital Management LP | 79,031 | $1.63M | 3.87% | +49,821+170.6% | Added |
| Verition Fund Management LLC | 88,888 | $1.83M | 0.02% | +8,245+10.2% | Added |
| Allspring Global Investments Holdings, LLC | 90,022 | $1.85M | 0.00% | −4,650−4.9% | Reduced |
| Morgan Stanley | 97,735 | $2.01M | 0.00% | −83,506−46.1% | Reduced |
| Evergreen Capital Management LLC | 134,180 | $2.76M | 0.06% | +12,901+10.6% | Added |
| UBS Group AG | 162,290 | $3.34M | 0.00% | +5,684+3.6% | Added |
| Karpus Management, Inc. | 395,688 | $8.14M | 0.25% | +221,988+127.8% | Added |
| Lazard Asset Management LLC | 609,359 | $12.5M | 0.02% | −163,295−21.1% | Reduced |
| Saba Capital Management, L.P. | 755,897 | $15.6M | 0.50% | −233,027−23.6% | Reduced |
| City of London Investment Management Co Ltd | 949,628 | $19.5M | 1.42% | +303,762+47.0% | Added |
| Bulldog Investors, LLP | 0 | $0 | 0.00% | −144,096−100.0% | Sold out |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −11,251−100.0% | Sold out |
| CIBC World Markets Inc. | 0 | $0 | 0.00% | −11,350−100.0% | Sold out |
| Evolve Private Wealth, LLC | 0 | $0 | 0.00% | −9,171−100.0% | Sold out |
| Bank of America Corp | 0 | $0 | 0.00% | −8,940−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −8,923−100.0% | Sold out |
| SeaCrest Wealth Management, LLC | 0 | $0 | 0.00% | −8,700−100.0% | Sold out |
| Commonwealth Equity Services, LLC | 0 | $0 | 0.00% | −8,588−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −1,641−100.0% | Sold out |
| Thomas J. Herzfeld Advisors, Inc. | 0 | $0 | 0.00% | −391−100.0% | Sold out |
| Pursuit Wealth Management LLC | – | – | – | – | Not filed |
| Trust Co of Vermont | – | – | – | – | Not filed |