IIF · Morgan Stanley India Investment Fund, Inc.

$23.03 -0.06 (-0.26%) At close · Sep 3

Market Cap

$216.46M

9.39M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →

Quarter:

Holders: 46

Total Value: $94,648,665

Total Shares: 4,147,620

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 46 13F filers · Δ vs Mar 31, 2026

Top Holder

25.1%

+0.3 pts

Top 5

73.9%

−1.3 pts

Top 10

85.8%

−2.1 pts

HHI

1,391

Broadly held−43

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

Unchanged

Holder count: +6

Institutional value: +20.3%

Shares held: +8.5%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Mid CITY OF LONDON INVESTMENT MANAGEMENT CO LTD	+92,096	1,041,724
Mid Karpus Management, Inc.	+81,933	477,621
Mid Saba Capital Management, L.P.	+26,831	782,728
Mid EVERGREEN CAPITAL MANAGEMENT LLC	+6,607	140,787
Small Financial Solutions Advisory Group, Inc.	+3,635	19,423

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Mega UBS Group AG	−7,839	154,451
Large JONES FINANCIAL COMPANIES LLLP	−5,960	14,709
Large STIFEL FINANCIAL CORP	−3,689	70,942
Mega LPL Financial LLC	−3,111	9,199
Large LAZARD ASSET MANAGEMENT LLC	−2,446	606,913

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Mid CARY STREET PARTNERS FINANCIAL LLC	59,097	$1,348,593
Mega RAYMOND JAMES FINANCIAL INC	43,129	$984,202
Mega BANK OF MONTREAL /CAN/	28,060	$640,329
Mid XTX Topco Ltd	17,615	$401,974
Large HRT FINANCIAL LP	11,164	$254,762

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Mid Equitable Holdings, Inc.	24,684	$507,996
Mid WOLVERINE ASSET MANAGEMENT LLC	13,622	$280,340
Mid Ancora Advisors LLC	6,937	$142,763

Filter: New 9 Increased 10 Reduced 12 Sold out 3 Unchanged 15

Showing 46 of 46

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

CITY OF LONDON INVESTMENT MANAGEMENT CO LTD

$23,772,141

25.12%

1,041,724

Saba Capital Management, L.P.

$17,861,852

18.87%

782,728

LAZARD ASSET MANAGEMENT LLC

$13,849,754

14.63%

606,913

Karpus Management, Inc.

$10,899,311

11.52%

477,621

UBS Group AG

$3,524,571

3.72%

154,451

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Financial Services Inc	154,451	$3,524,571	100.0%	Defined

EVERGREEN CAPITAL MANAGEMENT LLC

$3,212,759

3.39%

140,787

MORGAN STANLEY

$2,260,868

2.39%

99,074

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY SMITH BARNEY LLC	99,074	$2,260,868	100.0%	Defined

Allspring Global Investments Holdings, LLC

$2,054,302

2.17%

90,022

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Allspring Global Investments, LLC reporting on behalf of UBS ASSET MANAGEMENT AMERICAS INC	90,022	$2,054,302	100.0%	Defined

Verition Fund Management LLC

$1,999,716

2.11%

87,630

Altium Capital Management LLC

$1,803,487

1.91%

79,031

PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO

$1,681,195

1.78%

73,672

STIFEL FINANCIAL CORP

$1,618,896

1.71%

70,942

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STIFEL NICOLAUS & CO INC \MO\	70,942	$1,618,896	100.0%	Defined

CARY STREET PARTNERS FINANCIAL LLC

$1,348,593

1.42%

59,097

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
CARY STREET PARTNERS INVESTMENT ADVISORY LLC	59,097	$1,348,593	100.0%	Defined

STRS OHIO

$1,248,619

1.32%

54,716

RAYMOND JAMES FINANCIAL INC

$984,202

1.04%

43,129

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RAYMOND JAMES & ASSOCIATES	2,490	$56,821	5.8%	Defined
Raymond James Financial Services Advisors, Inc.	40,639	$927,381	94.2%	Defined

ROYAL BANK OF CANADA

$868,756

0.92%

38,070

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC Capital Markets, LLC	37,673	$859,697	99.0%	Defined
RBC Rochdale, LLC	397	$9,059	1.0%	Defined

BANK OF MONTREAL /CAN/

$640,329

0.68%

28,060

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BMO NESBITT BURNS INC.	28,060	$640,329	100.0%	Defined

Financial Solutions Advisory Group, Inc.

$443,232

0.47%

19,423

GP Brinson Investments LLC

$410,760

0.43%

18,000

XTX Topco Ltd

$401,974

0.42%

17,615

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
XTX EXECUTION SERVICES LLC joint	17,615	$401,974	100.0%	Defined

Calamos Advisors LLC

$343,281

0.36%

15,043

JONES FINANCIAL COMPANIES LLLP

$335,659

0.35%

14,709

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Edward D. Jones & Co., L.P.	14,709	$335,659	100.0%	Sole

GOULD ASSET MANAGEMENT LLC /CA/

$310,899

0.33%

13,624

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

$289,060

0.31%

12,667

Samalin Investment Counsel, LLC

$276,897

0.29%

12,134

Maridea Wealth Management LLC

$276,030

0.29%

12,096

1607 Capital Partners, LLC

$255,720

0.27%

11,206

HRT FINANCIAL LP

$254,762

0.27%

11,164

Dakota Wealth Management

$236,301

0.25%

10,355

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Karpus Management Inc.	10,355	$236,301	100.0%	Defined

NORTH STAR ASSET MANAGEMENT INC

$234,726

0.25%

10,286

LPL Financial LLC

$209,921

0.22%

9,199

COMMONWEALTH EQUITY SERVICES, LLC

$202,253

0.21%

8,863

PNC FINANCIAL SERVICES GROUP, INC.

$178,794

0.19%

7,835

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
PNC Bank, National Association	7,835	$178,794	100.0%	Defined

Allworth Financial LP

$91,051

0.10%

3,990

OSAIC HOLDINGS, INC.

$86,031

0.09%

3,770

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	3,770	$86,031	100.0%	Defined

Vanguard National Trust Co

$72,270

0.08%

3,167

WELLS FARGO & COMPANY/MN

$43,540

0.05%

1,908

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO CLEARING SERVICES, LLC	1,908	$43,540	100.0%	Defined

Arax Advisory Partners

$37,447

0.04%

1,641

Steward Partners Investment Advisory, LLC

$7,987

0.01%

350

BlackRock, Inc.

$5,705

0.01%

250

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SpiderRock Advisors, LLC	250	$5,705	100.0%	Sole

TRUST CO OF VERMONT

$4,084

0.00%

179

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

$3,423

0.00%

150

NATIONAL BANK OF CANADA /FI/

$2,624

0.00%

115

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
National Bank Financial Inc.	115	$2,624	100.0%	Defined

GHP Investment Advisors, Inc.

$2,282

0.00%

100

HOLLENCREST CAPITAL MANAGEMENT

$1,643

0.00%

SOA Wealth Advisors, LLC.

$958

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
EQUITABLE ADVISORS, LLC	24,684	$507,996	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Wolverine Holdings, LLC	13,622	$280,340	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
ANCORA PRIVATE WEALTH ADVISORS, LLC	6,937	$142,763	100.0%	Sole

Key facts CIK 916618 CUSIP 61745C105 13F (30d) 36 filings 35 filers Visit website Investor relations