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 2026
Institutional positions in Morgan Stanley India Investment Fund, Inc. as of Jun 30, 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
- 47
- +7 vs. Q1 2026
- Shares held
- 4.15M
- +331.8K (+8.7%) vs. Q1 2026
- Total value
- $94.8M
- +$16.1M (+20.5%) vs. Q1 2026
- New holders
- 9
- 10 more added
- Sold out
- 2
- 12 more reduced
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Morgan Stanley India Investment Fund, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| SOA Wealth Advisors, LLC. | 42 | $958 | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 72 | $1.64K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 100 | $2.28K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 115 | $2.62K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 150 | $3.42K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 179 | $4.08K | 0.00% | +179 | New |
| BlackRock, Inc. | 250 | $5.71K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 350 | $7.99K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1,641 | $37.4K | 0.00% | +1,641 | New |
| Wells Fargo & Company | 1,908 | $43.5K | 0.00% | −17−0.9% | Reduced |
| Vanguard National Trust Co | 3,167 | $72.3K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 3,770 | $86.1K | 0.00% | +873+30.1% | Added |
| Allworth Financial LP | 3,990 | $91.1K | 0.00% | −500−11.1% | Reduced |
| Ancora Advisors, LLC | 6,937 | $158.3K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 7,835 | $178.8K | 0.00% | +1,875+31.5% | Added |
| Commonwealth Equity Services, LLC | 8,863 | $202.3K | 0.00% | +8,863 | New |
| LPL Financial LLC | 9,199 | $209.9K | 0.00% | −3,111−25.3% | Reduced |
| North Star Asset Management Inc | 10,286 | $234.7K | 0.01% | −10.0% | Reduced |
| Dakota Wealth Management | 10,355 | $236.3K | 0.00% | +10,355 | New |
| HRT Financial LP | 11,164 | $254.0K | 0.00% | +11,164 | New |
| 1607 Capital Partners, LLC | 11,206 | $255.7K | 0.02% | −500−4.3% | Reduced |
| Maridea Wealth Management LLC | 12,096 | $276.0K | 0.03% | +862+7.7% | Added |
| Samalin Investment Counsel, LLC | 12,134 | $276.9K | 0.09% | −1,944−13.8% | Reduced |
| Blue Bell Private Wealth Management, LLC | 12,667 | $289.1K | 0.04% | 00.0% | Unchanged |
| Gould Asset Management LLC | 13,624 | $310.9K | 0.05% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 14,709 | $334.0K | 0.00% | −5,960−28.8% | Reduced |
| Calamos Advisors LLC | 15,043 | $343.3K | 0.00% | −1,165−7.2% | Reduced |
| XTX Topco Ltd | 17,615 | $402.0K | 0.01% | +17,615 | New |
| GP Brinson Investments LLC | 18,000 | $410.8K | 0.17% | 00.0% | Unchanged |
| Financial Solutions Advisory Group, Inc. | 19,423 | $442.1K | 0.06% | +3,635+23.0% | Added |
| Bank of Montreal | 28,060 | $640.3K | 0.00% | +28,060 | New |
| Royal Bank of Canada | 38,070 | $869.0K | 0.00% | +2,362+6.6% | Added |
| Raymond James Financial Inc | 43,129 | $984.2K | 0.00% | +43,129 | New |
| STRS Ohio | 54,716 | $1.25M | 0.00% | 00.0% | Unchanged |
| Cary Street Partners Financial LLC | 59,097 | $1.35M | 0.03% | +59,097 | New |
| Stifel Financial Corp | 70,942 | $1.62M | 0.00% | −3,689−4.9% | Reduced |
| Public Employees Retirement System of Ohio | 73,672 | $1.68M | 0.00% | 00.0% | Unchanged |
| Altium Capital Management LP | 79,031 | $1.80M | 3.80% | 00.0% | Unchanged |
| Verition Fund Management LLC | 87,630 | $2.00M | 0.01% | −1,258−1.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 90,022 | $2.05M | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 99,074 | $2.26M | 0.00% | +1,339+1.4% | Added |
| Evergreen Capital Management LLC | 140,787 | $3.21M | 0.06% | +6,607+4.9% | Added |
| UBS Group AG | 154,451 | $3.52M | 0.00% | −7,839−4.8% | Reduced |
| Karpus Management, Inc. | 477,621 | $10.9M | 0.31% | +81,933+20.7% | Added |
| Lazard Asset Management LLC | 606,913 | $13.8M | 0.02% | −2,446−0.4% | Reduced |
| Saba Capital Management, L.P. | 782,728 | $17.9M | 0.55% | +26,831+3.5% | Added |
| City of London Investment Management Co Ltd | 1,041,724 | $23.8M | 1.43% | +92,096+9.7% | Added |
| Equitable Holdings, Inc. | 0 | $0 | 0.00% | −24,684−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −13,622−100.0% | Sold out |