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India Fund (IFN) Institutional Ownership

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$11.46 -0.02 (-0.17%)
As of 08/28/2026 03:57 PM Eastern
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Institutional Ownership Changes (13F Filings) for India Fund (NYSE:IFN)

Current
Institutional Ownership
Percentage
10.76%
Number of
Institutional Buyers
(last 12 months)
37
Total
Institutional Inflows
(last 12 months)
$22.15M
Number of
Institutional Sellers
(last 12 months)
18
Total
Institutional Outflows
(last 12 months)
$12.96M
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IFN Institutional Buying and Selling by Quarter

India Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/23/2026 Readystate Asset Management LP34,473$405K0.0%N/A0.081%
8/22/2026 Succession Financial Inc.10,654$125K0.1%N/A0.025%
8/20/2026 Nwam LLC10,692$126K0.0%-16.3%0.025%
8/20/2026 Rivernorth Capital Management LLC83,942$986K0.0%N/A0.197%
4/22/2026 Decision Investments Inc.15,740$178K0.2%N/A0.037%
2/23/2026 Virtu Financial LLC16,691$229K0.0%N/A0.054%
2/18/2026 Beacon Pointe Advisors LLC23,513$322K0.0%-4.6%0.076%
2/18/2026 EP Wealth Advisors LLC59,037$809K0.0%N/A0.190%
2/18/2026 NewEdge Advisors LLC18,543$254K0.0%+11.7%0.060%
2/18/2026 XTX Topco Ltd48,575$666K0.0%N/A0.156%
2/18/2026 Rivernorth Capital Management LLC404,299$5.54M0.3%-1.3%1.302%
2/18/2026Integrity Wealth Advisors Inc.10,128$137K0.1%-58.7%0.033%
2/17/2026 Cetera Investment Advisers563,066$7.72M0.0%+4.5%1.813%
2/17/2026 Lazard Asset Management LLC221,669$3.04M0.0%+2.3%0.714%
2/17/2026 Osaic Holdings Inc.29,629$406K0.0%-5.5%0.095%
2/17/2026 Royal Bank of Canada140,732$1.93M0.0%-41.3%0.453%
2/16/2026 Landscape Capital Management L.L.C.19,645$269K0.0%N/A0.063%
2/13/2026 Wells Fargo & Company MN96,010$1.32M0.0%-20.2%0.309%
2/12/2026 Advocate Investing Services LLC72,984$1.00M0.9%N/A0.235%
2/12/2026 Jane Street Group LLC53,357$732K0.0%+37.8%0.172%
2/12/2026 Commonwealth Equity Services LLC81,819$1.12M0.0%-4.3%0.263%
2/12/2026 Pettinga Financial Advisors LLC17,000$233K0.0%-44.5%0.055%
2/12/2026 Steward Partners Investment Advisory LLC28,609$392K0.0%-22.2%0.092%
2/11/2026 Janney Montgomery Scott LLC141,928$1.95M0.0%-26.8%0.457%
2/11/2026 LPL Financial LLC175,953$2.41M0.0%+3.4%0.567%
2/10/2026 Cibc World Market Inc.69,496$953K0.0%+70.0%0.224%
2/5/2026 Allworth Financial LP2,200$30K0.0%-44.4%0.007%
2/4/2026 Nwam LLC11,670$161K0.0%-14.0%0.038%
2/3/2026 International Assets Investment Management LLC2,477$34K0.0%N/A0.008%
2/2/2026 Wolverine Asset Management LLC58,830$807K0.0%+1,663.0%0.189%
2/2/2026 Truist Financial Corp19,809$272K0.0%N/A0.064%
2/2/2026 Composition Wealth LLC18,750$257K0.0%+24.6%0.060%
2/2/2026 Robertson Stephens Wealth Management LLC25,000$343K0.0%-49.0%0.080%
1/30/2026 Levin Capital Strategies L.P.20,000$274K0.0%N/A0.064%
1/29/2026 UBS Group AG236,665$3.25M0.0%-4.3%0.762%
1/29/2026 Calamos Advisors LLC18,202$250K0.0%-57.5%0.059%
1/21/2026 Baker Ellis Asset Management LLC12,000$165K0.0%N/A0.039%
1/14/2026 TrueMark Investments LLC10,000$137K0.0%N/A0.032%
11/18/2025 Advisory Services Network LLC1,765$26K0.0%N/A0.006%
11/17/2025 Susquehanna International Group LLP32,512$476K0.0%N/A0.105%
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11/17/2025 Public Employees Retirement System of Ohio55,944$820K0.0%-6.6%0.180%
11/17/2025 Millennium Management LLC13,493$198K0.0%N/A0.043%
11/17/2025 Focus Partners Wealth43,395$636K0.0%-5.1%0.140%
11/17/2025 City of London Investment Management Co. Ltd.830,504$12.17M0.9%N/A2.674%
11/17/2025 Bank of America Corp DE49,527$726K0.0%+54.6%0.159%
11/14/2025 Lazard Asset Management LLC216,765$3.18M0.0%+23.1%0.698%
11/14/2025Integrity Wealth Advisors Inc.24,542$383K0.1%+100.0%0.079%
11/14/2025 Raymond James Financial Inc.525,157$7.69M0.0%+1.4%1.691%
11/13/2025 UBS Group AG247,317$3.62M0.0%+4.2%0.796%
11/12/2025 Consolidated Portfolio Review Corp121,534$1.78M0.2%+2.1%0.391%
11/6/2025 Cibc World Market Inc.40,884$599K0.0%+37.6%0.132%
11/4/2025 Penserra Capital Management LLC393,673$5.77M0.1%-60.7%1.267%
11/3/2025 one8zero8 LLC13,111$192K0.0%+5.4%0.042%
10/28/2025 Nwam LLC13,562$208K0.0%+25.8%0.044%
10/28/2025 Wolverine Asset Management LLC3,337$49K0.0%N/A0.011%
10/21/2025 Pettinga Financial Advisors LLC30,650$449K0.1%+15.3%0.099%
10/20/2025 Calamos Advisors LLC42,795$627K0.0%+21.7%0.138%
10/16/2025 Silverleafe Capital Partners LLC19,262$282K0.1%+16.1%0.062%
9/4/2025 Osaic Holdings Inc.30,304$501K0.0%+4.9%0.098%
8/15/2025 Lazard Asset Management LLC176,157$2.91M0.0%+64.9%0.567%
8/15/2025 Bank of America Corp DE32,045$530K0.0%-14.3%0.103%
8/14/2025 Raymond James Financial Inc.517,696$8.56M0.0%-1.9%1.667%
8/14/2025 NewEdge Advisors LLC16,665$275K0.0%+39.8%0.054%
8/13/2025 Beacon Pointe Advisors LLC18,398$304K0.0%-3.8%0.059%
8/13/2025 Colonial Trust Advisors1,853$31K0.0%N/A0.006%
8/11/2025 Alteri Wealth LLC10,176$168K0.1%N/A0.033%
8/8/2025 Cetera Investment Advisers522,340$8.63M0.0%+10.0%1.682%
8/8/2025 Hibernia Wealth Partners LLC15,018$248K0.1%N/A0.048%
8/8/2025 Calamos Advisors LLC35,155$581K0.0%-8.0%0.113%
8/7/2025 Nwam LLC10,782$167K0.0%-9.6%0.035%
8/7/2025 Allworth Financial LP3,959$65K0.0%N/A0.013%
8/6/2025 Penserra Capital Management LLC1,002,545$16.57M0.2%+3.0%3.228%
8/5/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors13,431$222K0.0%N/A0.043%
7/30/2025Schnieders Capital Management LLC.32,672$540K0.1%+14.0%0.105%
7/28/2025 Pettinga Financial Advisors LLC26,580$439K0.1%-51.8%0.086%
7/25/2025 Concurrent Investment Advisors LLC28,067$464K0.0%-27.8%0.090%
7/24/2025 Robertson Stephens Wealth Management LLC30,850$510K0.0%+8.8%0.099%
7/18/2025 Consolidated Portfolio Review Corp119,089$1.97M0.3%+4.2%0.383%
7/17/2025 Janney Montgomery Scott LLC183,772$3.04M0.0%-1.5%0.592%
7/15/2025 Public Employees Retirement System of Ohio59,908$990K0.0%+30.5%0.193%
7/8/2025 Silverleafe Capital Partners LLC16,592$274K0.1%N/A0.053%
6/2/2025Integrity Wealth Advisors Inc.16,114$254K0.2%+9.8%0.052%
5/28/2025Strs Ohio240,000$3.79M0.0%N/A0.773%
5/20/2025Focus Partners Wealth50,510$797K0.0%+14.4%0.163%
5/15/2025Royal Bank of Canada259,529$4.09M0.0%-7.9%0.836%
5/15/2025Landscape Capital Management L.L.C.96,361$1.52M0.1%-66.6%0.310%
5/13/2025Elequin Capital LP13,145$207K0.0%+44.4%0.042%
5/13/2025Raymond James Financial Inc.527,682$8.32M0.0%+11.1%1.699%
5/13/2025Aberdeen Group plc10,273$161K0.0%N/A0.033%
5/9/2025Schnieders Capital Management LLC28,671$452K0.1%-10.5%0.092%
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5/7/2025LPL Financial LLC141,802$2.24M0.0%+13.5%0.457%
5/6/2025Cetera Investment Advisers475,056$7.49M0.0%+9.4%1.530%
5/6/2025Journey Strategic Wealth LLC13,800$218K0.0%N/A0.044%
5/5/2025Cassaday & Co Wealth Management LLC16,288$257K0.0%N/A0.052%
5/5/2025Csenge Advisory Group28,791$441K0.0%+16.5%0.093%
5/5/2025Nwam LLC11,925$188K0.0%N/A0.038%
5/2/2025Pettinga Financial Advisors LLC55,101$869K0.2%+107.7%0.177%
5/2/2025Sigma Planning Corp13,431$212K0.0%N/A0.043%
4/30/2025Brown Advisory Inc.10,254$162K0.0%N/A0.033%
4/29/2025Penserra Capital Management LLC972,936$15.34M0.3%+260.0%3.133%


IFN Institutional Ownership - Frequently Asked Questions

During the previous two years, 87 institutional investors and hedge funds held shares of India Fund. The most heavily invested institutionals were City of London Investment Management Co. Ltd. ($12.17M), Cetera Investment Advisers ($7.72M), Raymond James Financial Inc. ($7.69M), Raymond James & Associates ($7.63M), Penserra Capital Management LLC ($5.77M), Strs Ohio ($3.79M), and UBS Group AG ($3.25M).Learn more on India Fund's institutional investors.

10.76% of India Fund's stock is owned by institutional investors. Learn more on IFN's institutional investor holdings.

Of the 82 institutional investors that purchased India Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($1.01M), Penserra Capital Management LLC ($984.35K), City of London Investment Management Co. Ltd. ($830.50K), Rivernorth Capital Management LLC ($302.01K), Strs Ohio ($240K), Janney Montgomery Scott LLC ($186.60K), and Landscape Capital Management L.L.C. ($164.25K).

Institutional investors have bought a total of 1,567,794 shares in the last 24 months. This purchase volume represents approximately $22.15M in transactions.

Of the 18 institutional investors that sold India Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Penserra Capital Management LLC ($608.87K), Royal Bank of Canada ($99.00K), Janney Montgomery Scott LLC ($52.03K), Calamos Advisors LLC ($24.59K), Wells Fargo & Company MN ($24.28K), Robertson Stephens Wealth Management LLC ($24K), and Integrity Wealth Advisors Inc. ($14.41K).

Institutional investors have sold a total of 903,691 shares in the last 24 months. This volume of shares sold represents approximately $12.96M in transactions.


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Institutional ownership data for NYSE:IFN is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/23/2026. New 13F filings are added each quarter as they're published.
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