Go Pro
→ Small Colorado Company (Backed by Sam Altman) Could Save U.S. Power Grid (From Altimetry) (Ad)tc pixel Free IIF Stock Alerts

Morgan Stanley India Investment Fund (IIF) Institutional Ownership

Morgan Stanley India Investment Fund logo
$23.20 +0.14 (+0.61%)
As of 08/21/2026 03:57 PM Eastern
Compare

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)
24
Total
Institutional Inflows
(last 12 months)
$20.91M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$18.56M
Get IIF Insider Trade Alerts

Want to know when executives and insiders are buying or selling Morgan Stanley India Investment Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

IIF Institutional Buying and Selling by Quarter

Morgan Stanley India Investment Fund Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
11/14/2025 Lazard Asset Management LLC770,263$20.30M0.0%+12.5%8.057%
The end may be near for these iconic stocks (Ad)

Marc Chaikin, founder of Chaikin Analytics, says two forces - AI disruption and fracturing global trade - are triggering a historic wealth transfer already underway in 2026. Household names like Intuit (-57%), Boston Scientific (-49%), and Tractor Supply (-40%) are cratering, while lesser-known companies like Sandisk (+573%) and Rackspace (+444%) surge. Chaikin has identified specific stocks he believes investors should sell before they fall further - and the names may surprise you. He's also pinpointing a company tapped as Nvidia's self-driving partner and a potential AI megadeal that could split into three high-growth stocks. Stream his free presentation to get every buy and sell recommendation with no membership or credit card required.tc pixel

Watch Marc Chaikin's free presentation and get his full buy-and-sell list today
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%
2/12/2025Landscape Capital Management L.L.C.8,679$219K0.0%-63.7%0.089%
Ticker Revealed: Pre-IPO Access to "Next Elon Musk" Company (Ad)

We’ve found The Next Elon Musk… and what we believe to be the next Tesla. It’s already racked up $26 billion in government contracts. Peter Thiel just bet $1 Billion on it.tc pixel

👉 Unlock the ticker now and get it completely free.
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%
11/15/2024Stifel Financial Corp65,506$1.97M0.0%+5.5%0.669%


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 829,559 shares in the last 24 months. This purchase volume represents approximately $20.91M 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 829,000 shares in the last 24 months. This volume of shares sold represents approximately $18.56M 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 8/18/2026. New 13F filings are added each quarter as they're published.
From Our Partners
ALERT: Drop these 5 stocks before the market opens tomorrow!
The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings researc...
Weiss Ratings | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Ready to give options a try? Your first trade (Ticker included) -INSIDE
Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and st...
Base Camp Trading | Sponsoredtc pixel
Trump Takes Emergency Action - Plus Elon Musk's New Venture
Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Tru...
Altimetry | Sponsoredtc pixel
They didn't warn anyone in 1971. This time someone is warning you.
On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no deb...
Reagan Gold Group | Sponsoredtc pixel
Iran War Shock: What I Was Told In That Private Meeting
You’re Being LIED To About The Iran War Forget EVERYTHING you’ve heard about the Iran war. Especially th...
Banyan Hill Publishing | Sponsoredtc pixel
My top 3 AI picks for the next decade
Alexander Green bought Apple in 1996, recommended Nvidia at a split-adjusted 66 cents in 2004, and picked up A...
The Oxford Club | Sponsoredtc pixel
Buy this stock today
Marc Chaikin, founder of Chaikin Analytics, is sharing a strategy he calls 'Sell This, Buy That' - a way to mo...
Chaikin Analytics | Sponsoredtc pixel