MORGAN STANLEY INDIA INVT FD (IIF)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
47
Reporting holders
$96.6M
Reported value
0.0%
Held as options
+8
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | $23.8M | 1,041,724 | 1.43% | 5q | +9.7%+$2.1M |
| Saba Capital Management, L.P. | $17.9M | 782,728 | 0.46% | 8q | +3.5%+$612.3K |
| LAZARD ASSET MANAGEMENT LLC | $13.8M | 606,913 | 0.02% | 46q | HELD |
| Karpus Management, Inc. | $10.9M | 477,621 | 0.31% | 31q | +20.7%+$1.9M |
| Verition Fund Management LLC | $4.0M | 175,260 | 0.01% | 5q | +97.2%+$2.0M |
| UBS Group AG | $3.5M | 154,451 | 0.00% | 31q | -4.8%-$178.9K |
| EVERGREEN CAPITAL MANAGEMENT LLC | $3.2M | 140,787 | 0.06% | 6q | +4.9%+$150.8K |
| MORGAN STANLEY | $2.3M | 99,074 | 0.00% | 35q | +1.4%+$30.6K |
| Allspring Global Investments Holdings, LLC | $2.1M | 90,022 | 0.00% | 19q | HELD |
| Altium Capital Management LLC | $1.8M | 79,031 | 3.80% | 3q | HELD |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $1.7M | 73,672 | 0.00% | 6q | HELD |
| STIFEL FINANCIAL CORP | $1.6M | 70,942 | 0.00% | 13q | -4.9%-$84.2K |
| CARY STREET PARTNERS FINANCIAL LLC | $1.3M | 59,097 | 0.03% | new | NEW |
| STRS OHIO | $1.2M | 54,716 | 0.00% | 31q | HELD |
| RAYMOND JAMES FINANCIAL INC | $984.2K | 43,129 | 0.00% | new | NEW |
| ROYAL BANK OF CANADA | $869.0K | 38,070 | 0.00% | 31q | +6.6%+$53.9K |
| BANK OF MONTREAL /CAN/ | $640.3K | 28,060 | 0.00% | new | NEW |
| Financial Solutions Advisory Group, Inc. | $442.1K | 19,423 | 0.06% | new | FIRST |
| GP Brinson Investments LLC | $410.8K | 18,000 | 0.17% | 22q | HELD |
| XTX Topco Ltd | $402.0K | 17,615 | 0.01% | new | NEW |
| Calamos Advisors LLC | $343.3K | 15,043 | 0.00% | 5q | -7.2%-$26.6K |
| JONES FINANCIAL COMPANIES LLLP | $334.0K | 14,709 | 0.00% | 10q | -28.8%-$135.4K |
| GOULD ASSET MANAGEMENT LLC /CA/ | $310.9K | 13,624 | 0.05% | 31q | HELD |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $289.1K | 12,667 | 0.04% | 31q | HELD |
| Samalin Investment Counsel, LLC | $276.9K | 12,134 | 0.09% | 27q | -13.8%-$44.4K |
| Maridea Wealth Management LLC | $276.0K | 12,096 | 0.03% | 7q | +7.7%+$19.7K |
| 1607 Capital Partners, LLC | $255.7K | 11,206 | 0.02% | 31q | -4.3%-$11.4K |
| Dakota Wealth Management | $236.3K | 10,355 | 0.00% | new | NEW |
| NORTH STAR ASSET MANAGEMENT INC | $234.7K | 10,286 | 0.01% | 31q | HELD |
| LPL Financial LLC | $209.9K | 9,199 | 0.00% | 2q | -25.3%-$71.0K |
| COMMONWEALTH EQUITY SERVICES, LLC | $202.2K | 8,863 | 0.00% | new | NEW |
| PNC Financial Services Group, Inc. | $178.8K | 7,835 | 0.00% | 15q | +31.5%+$42.8K |
| Ancora Advisors LLC | $158.3K | 6,937 | 0.00% | 27q | HELD |
| Allworth Financial LP | $91.1K | 3,990 | 0.00% | 22q | -11.1%-$11.4K |
| OSAIC HOLDINGS, INC. | $86.1K | 3,770 | 0.00% | 26q | +30.1%+$19.9K |
| Vanguard National Trust Co | $72.3K | 3,167 | 0.00% | 2q | HELD |
| WELLS FARGO & COMPANY/MN | $43.5K | 1,908 | 0.00% | 31q | -50.4%-$44.3K |
| Arax Advisory Partners | $37.4K | 1,641 | 0.00% | new | NEW |
| MERCER GLOBAL ADVISORS INC /ADV | $35.3K | 1,546 | 0.00% | new | NEW |
| Steward Partners Investment Advisory, LLC | $8.0K | 350 | 0.00% | 8q | HELD |
| BlackRock, Inc. | $5.7K | 250 | 0.00% | 7q | HELD |
| TRUST CO OF VERMONT | $4.1K | 179 | 0.00% | 16q | HELD |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $3.4K | 150 | 0.00% | 10q | HELD |
| NATIONAL BANK OF CANADA /FI/ | $2.6K | 115 | 0.00% | 19q | HELD |
| GHP Investment Advisors, Inc. | $2.3K | 100 | 0.00% | 18q | HELD |
| HOLLENCREST CAPITAL MANAGEMENT | $1.6K | 72 | 0.00% | 15q | HELD |
| SOA Wealth Advisors, LLC. | $958 | 42 | 0.00% | 15q | HELD |
| HRT FINANCIAL LP | $254 | 11,164 | 0.00% | new | NEW |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-14 | 13G | KARPUS MANAGEMENT, INC. | 5.1% |
| 2026-07-30 | 13D/A | Saba Capital Management, L.P.with 2 co-filers | 9.0% |
| 2026-07-24 | 13G/A | City of London Investment Management Company Limited | 11.1% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 47 | $96.6M | 4,232,569 | 8 | 10 | 9 | 0.0% |
| Q1 2026 | 39 | $78.4M | 3,808,914 | 3 | 13 | 11 | 0.0% |
| Q4 2025 | 47 | $100.6M | 4,014,823 | 4 | 9 | 12 | 0.0% |
| Q3 2025 | 48 | $104.8M | 3,974,726 | 7 | 15 | 14 | 0.0% |
| Q2 2025 | 42 | $84.9M | 3,006,320 | 4 | 15 | 10 | 0.0% |
| Q1 2025 | 49 | $69.8M | 2,861,930 | 2 | 11 | 17 | 0.0% |
| Q4 2024 | 51 | $69.9M | 2,766,155 | 3 | 15 | 14 | 0.0% |
| Q3 2024 | 50 | $97.5M | 3,240,945 | 8 | 4 | 17 | 0.0% |
| Q2 2024 | 47 | $80.9M | 3,015,247 | 4 | 15 | 10 | 0.0% |
| Q1 2024 | 45 | $76.0M | 3,308,087 | 6 | 12 | 11 | 0.0% |
| Q4 2023 | 42 | $71.7M | 3,335,514 | 4 | 12 | 11 | 0.0% |
| Q3 2023 | 40 | $79.5M | 3,551,646 | 1 | 12 | 6 | 0.0% |
| Q2 2023 | 41 | $83.7M | 3,854,803 | 4 | 8 | 8 | 0.0% |
| Q1 2023 | 38 | $86.0M | 4,417,670 | 2 | 12 | 10 | 0.0% |
| Q4 2022 | 35 | $100.7M | 4,957,191 | 6 | 12 | 9 | 0.0% |
| Q3 2022 | 42 | $135.9M | 5,840,224 | 1 | 7 | 11 | 0.0% |
| Q2 2022 | 47 | $135.5M | 6,063,647 | 6 | 11 | 14 | 0.0% |
| Q1 2022 | 47 | $155.9M | 6,206,659 | 5 | 15 | 9 | 0.0% |
| Q4 2021 | 45 | $167.6M | 6,276,613 | 4 | 12 | 12 | 0.0% |
| Q3 2021 | 40 | $177.2M | 6,410,527 | 2 | 9 | 9 | 0.0% |
| Q2 2021 | 41 | $158.8M | 6,436,416 | 3 | 10 | 12 | 0.0% |
| Q1 2021 | 39 | $152.4M | 6,536,354 | 5 | 9 | 13 | 0.0% |
| Q4 2020 | 37 | $122.4M | 5,769,809 | 3 | 7 | 13 | 0.0% |
| Q3 2020 | 36 | $100.1M | 5,779,947 | 2 | 6 | 21 | 0.0% |
| Q2 2020 | 41 | $119.2M | 7,344,099 | 2 | 9 | 16 | 0.0% |
| Q1 2020 | 49 | $87.6M | 6,830,278 | 7 | 16 | 14 | 0.0% |
| Q4 2019 | 47 | $128.7M | 6,466,240 | 6 | 13 | 14 | 0.0% |
| Q3 2019 | 48 | $109.6M | 5,781,104 | 11 | 12 | 10 | 0.0% |
| Q2 2019 | 42 | $96.9M | 4,615,563 | 6 | 9 | 8 | 0.0% |
| Q1 2019 | 42 | $96.9M | 4,634,915 | 0 | 9 | 13 | 0.0% |
| Q4 2018 | 50 | $101.3M | 5,056,817 | 0 | 0 | 2 | 0.0% |