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Morgan Stanley India Investment Fund (IIF) Institutional Ownership

Morgan Stanley India Investment Fund logo
$22.42 +0.09 (+0.38%)
Closing price 09/11/2026 03:57 PM Eastern
Extended Trading
$22.43 +0.00 (+0.02%)
As of 09/11/2026 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for Morgan Stanley India Investment Fund (NYSE:IIF)

Current
Institutional Ownership
Percentage
36.96%
Number of
Institutional Buyers
(last 12 months)
23
Total
Institutional Inflows
(last 12 months)
$20.87M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$18.57M
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IIF Institutional Buying and Selling by Quarter

Morgan Stanley India Investment Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/8/2026 Allworth Financial LP3,990$91K0.0%-11.1%0.042%
8/18/2026 Public Employees Retirement System of Ohio73,672$1.68M0.0%N/A0.780%
8/11/2026 Allworth Financial LP3,990$91K0.0%N/A0.042%
8/6/2026 Gould Asset Management LLC CA13,624$311K0.0%N/A0.144%
8/6/2026 Maridea Wealth Management LLC12,096$276K0.0%N/A0.128%
6/1/2026 Financial Solutions Advisory Group Inc.15,788$325K0.0%N/A0.167%
5/18/2026 Royal Bank of Canada35,708$735K0.0%+4.4%0.378%
5/16/2026 Saba Capital Management L.P.755,897$15.56M0.4%-23.6%8.007%
5/16/2026 Lazard Asset Management LLC609,359$12.54M0.0%-21.1%6.455%
5/14/2026 Public Employees Retirement System of Ohio73,672$1.52M0.0%-63.1%0.780%
5/8/2026 PNC Financial Services Group Inc.5,960$123K0.0%+172.1%0.063%
5/6/2026 Gould Asset Management LLC CA13,624$280K0.0%+25.5%0.144%
5/6/2026 Allspring Global Investments Holdings LLC90,022$1.85M0.0%-4.9%0.954%
5/4/2026 Calamos Advisors LLC16,208$334K0.0%+13.5%0.172%
5/1/2026 Altium Capital Management LLC79,031$1.63M3.9%+170.6%0.837%
4/21/2026 Maridea Wealth Management LLC11,234$231K0.0%+4.4%0.119%
2/18/2026 Saba Capital Management L.P.988,924$24.70M0.7%-2.8%10.339%
2/18/2026 Evolve Private Wealth LLC9,171$247K0.0%N/A0.096%
2/17/2026 Lazard Asset Management LLC772,654$19.30M0.0%+0.3%8.082%
2/17/2026 Royal Bank of Canada34,188$854K0.0%+8.6%0.358%
2/13/2026 Stifel Financial Corp94,630$2.36M0.0%+8.1%0.990%
2/13/2026 Bulldog Investors LLP144,096$3.60M0.8%-37.2%1.507%
2/12/2026 Commonwealth Equity Services LLC8,588$215K0.0%N/A0.090%
2/10/2026 Cibc World Market Inc.11,350$284K0.0%N/A0.119%
2/6/2026 Altium Capital Management LLC29,210$730K2.9%N/A0.306%
2/5/2026 Allworth Financial LP4,490$112K0.0%-11.8%0.047%
1/29/2026 UBS Group AG156,606$3.91M0.0%-4.6%1.638%
1/29/2026 Calamos Advisors LLC14,278$357K0.0%+32.2%0.149%
1/27/2026 Evergreen Capital Management LLC121,279$3.26M0.1%+5.7%1.268%
1/26/2026Pursuit Wealth Management LLC28,717$717K0.6%N/A0.300%
1/15/2026 Allspring Global Investments Holdings LLC94,672$2.37M0.0%-42.8%0.990%
1/12/2026 SeaCrest Wealth Management LLC8,700$218K0.0%+11.5%0.091%
11/17/2025 Verition Fund Management LLC80,643$2.13M0.0%+14.4%0.844%
11/17/2025 Susquehanna International Group LLP17,377$458K0.0%N/A0.182%
11/17/2025 Public Employees Retirement System of Ohio199,507$5.26M0.0%+8.4%2.087%
11/17/2025 Millennium Management LLC8,721$230K0.0%N/A0.091%
11/17/2025 City of London Investment Management Co. Ltd.482,174$12.71M0.9%+366.1%5.044%
11/17/2025 Bulldog Investors LLP229,537$6.05M1.4%-22.9%2.401%
11/17/2025 Bank of America Corp DE13,118$346K0.0%-8.9%0.137%
11/17/2025 1607 Capital Partners LLC11,706$308K0.0%-17.5%0.122%
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11/14/2025 Lazard Asset Management LLC770,263$20.30M0.0%+12.5%8.057%
11/13/2025 SeaCrest Wealth Management LLC7,800$208K0.0%N/A0.082%
11/13/2025 UBS Group AG164,089$4.32M0.0%+3.9%1.716%
11/10/2025 North Star Asset Management Inc.10,339$272K0.0%-4.6%0.108%
11/7/2025 Maridea Wealth Management LLC10,561$290K0.0%+13.4%0.110%
11/7/2025 PNC Financial Services Group Inc.2,290$60K0.0%-35.3%0.024%
10/30/2025 Samalin Investment Counsel LLC13,023$343K0.1%-7.1%0.136%
10/28/2025 Evergreen Capital Management LLC114,771$3.02M0.1%+2.3%1.200%
10/28/2025 Gould Asset Management LLC CA10,854$286K0.1%+3.6%0.113%
10/22/2025 Blue Bell Private Wealth Management LLC12,698$335K0.1%+20.6%0.133%
10/20/2025 Allspring Global Investments Holdings LLC165,444$4.36M0.0%-17.5%1.731%
10/20/2025 Calamos Advisors LLC10,804$285K0.0%+21.7%0.113%
9/4/2025 Osaic Holdings Inc.2,032$57K0.0%+203.7%0.021%
8/16/2025 Evergreen Capital Management LLC112,153$3.17M0.1%+9.5%1.173%
8/15/2025 Lazard Asset Management LLC684,428$19.32M0.0%+16.5%7.159%
8/15/2025 Bank of America Corp DE14,406$407K0.0%-76.4%0.151%
8/14/2025 Raymond James Financial Inc.1,640$46K0.0%N/A0.017%
8/14/2025 Karpus Management Inc.223,274$6.30M0.2%-17.1%2.336%
8/14/2025 Quantedge Capital Pte Ltd21,354$603K0.6%-49.8%0.223%
8/12/2025 Steward Partners Investment Advisory LLC1,350$38K0.0%+285.7%0.014%
8/8/2025 City of London Investment Management Co. Ltd.103,442$2.92M0.3%N/A1.082%
8/8/2025 Calamos Advisors LLC8,874$251K0.0%N/A0.093%
8/8/2025 PNC Financial Services Group Inc.3,540$100K0.0%-57.3%0.037%
8/7/2025 Allworth Financial LP4,900$138K0.0%+880.0%0.051%
8/6/2025 Penserra Capital Management LLC135,312$3.82M0.1%+3.0%1.415%
7/25/2025 Allspring Global Investments Holdings LLC200,444$5.66M0.0%-24.5%2.096%
7/15/2025 Public Employees Retirement System of Ohio183,964$5.19M0.0%+9.5%1.924%
5/28/2025Strs Ohio54,716$1.34M0.0%N/A0.572%
5/16/2025Almitas Capital LLC104,744$2.56M0.8%+21.3%1.095%
5/16/20251607 Capital Partners LLC34,236$835K0.1%-23.5%0.358%
5/15/2025Royal Bank of Canada28,538$696K0.0%+28.4%0.298%
5/15/2025Evergreen Capital Management LLC102,447$2.50M0.1%N/A1.071%
5/14/2025Samalin Investment Counsel LLC14,022$342K0.1%+9.7%0.147%
5/14/2025Walleye Capital LLC14,851$362K0.0%-34.1%0.155%
5/12/2025Wolverine Asset Management LLC8,400$205K0.0%-49.4%0.086%
5/8/2025Letko Brosseau & Associates Inc.113,375$2.77M0.1%-1.0%1.158%
4/29/2025Penserra Capital Management LLC131,339$3.20M0.1%N/A1.341%
4/24/2025Allspring Global Investments Holdings LLC265,528$6.48M0.0%-18.1%2.712%
2/19/2025North Star Asset Management Inc.11,097$280K0.0%-5.9%0.113%
2/18/2025Elequin Capital LP2,149$54K0.0%N/A0.022%
2/17/2025Saba Capital Management L.P.741,531$18.74M0.4%+9.7%7.574%
2/17/2025Main Management LLC151,024$151K0.0%N/A1.543%
2/17/2025Lazard Asset Management LLC631,882$15.97M0.0%-1.6%6.454%
2/17/2025Letko Brosseau & Associates Inc.114,500$2.89M0.1%-40.5%1.170%
2/17/2025Bulldog Investors LLP287,644$7.30M2.0%+42.5%2.938%
2/17/2025Bank of America Corp DE110,250$2.79M0.0%+3.8%1.126%
2/14/2025Stifel Financial Corp73,289$1.85M0.0%+11.9%0.749%
2/13/20251607 Capital Partners LLC44,771$1.13M0.1%-59.6%0.457%
2/13/2025Walleye Capital LLC22,523$569K0.0%-7.1%0.230%
2/13/2025Bank of Montreal Can23,660$598K0.0%-2.9%0.242%
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2/12/2025Landscape Capital Management L.L.C.8,679$219K0.0%-63.7%0.089%
2/12/2025Maridea Wealth Management LLC8,949$226K0.1%N/A0.091%
2/7/2025HighTower Advisors LLC10,929$276K0.0%+32.8%0.112%
2/7/2025Blue Bell Private Wealth Management LLC7,683$194K0.0%+30.6%0.078%
2/6/2025Jones Financial Companies Lllp10,000$253K0.0%+30.4%0.102%
2/3/2025Wolverine Asset Management LLC16,593$419K0.0%N/A0.169%
1/31/2025Sanctuary Advisors LLC8,904$216K0.0%+10.9%0.091%
1/29/2025Allspring Global Investments Holdings LLC324,393$8.20M0.0%-20.9%3.313%
11/25/2024Sanctuary Advisors LLC8,032$224K0.0%N/A0.082%
11/15/2024Public Employees Retirement System of Ohio167,943$5.05M0.0%N/A1.715%


IIF Institutional Ownership - Frequently Asked Questions

During the previous two years, 48 institutional investors and hedge funds held shares of Morgan Stanley India Investment Fund. The most heavily invested institutionals were Saba Capital Management L.P. ($15.56M), City of London Investment Management Co. Ltd. ($12.71M), Lazard Asset Management LLC ($12.54M), Karpus Management Inc. ($6.30M), UBS Group AG ($3.91M), Penserra Capital Management LLC ($3.82M), and Bulldog Investors LLP ($3.60M).Learn more on Morgan Stanley India Investment Fund's institutional investors.

36.96% of Morgan Stanley India Investment Fund's stock is owned by institutional investors. Learn more on IIF's institutional investor holdings.

Of the 39 institutional investors that purchased Morgan Stanley India Investment Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: City of London Investment Management Co. Ltd. ($482.17K), Public Employees Retirement System of Ohio ($273.18K), Lazard Asset Management LLC ($184.99K), Main Management LLC ($151.02K), Penserra Capital Management LLC ($135.31K), Evergreen Capital Management LLC ($121.28K), and Bulldog Investors LLP ($85.77K).

Institutional investors have bought a total of 828,196 shares in the last 24 months. This purchase volume represents approximately $20.87M in transactions.

Of the 12 institutional investors that sold Morgan Stanley India Investment Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Saba Capital Management L.P. ($261.06K), Lazard Asset Management LLC ($163.30K), Bulldog Investors LLP ($153.79K), Public Employees Retirement System of Ohio ($125.84K), Allspring Global Investments Holdings LLC ($110.42K), UBS Group AG ($7.48K), and 1607 Capital Partners LLC ($2.48K).

Institutional investors have sold a total of 829,500 shares in the last 24 months. This volume of shares sold represents approximately $18.57M in transactions.


Related Companies

Institutional ownership data for NYSE:IIF is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/8/2026. New 13F filings are added each quarter as they're published.
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