MORGAN STANLEY INDIA INVEST (IIF) Institutional Shareholders

MORGAN STANLEY INDIA INVEST (IIF) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $85.03M in IIF holdings during the latest filing period.

City Of London Investment Management Co Ltd is currently the largest disclosed institutional shareholder of IIF tracked by InsiderSet, reporting ownership valued at approximately $23.77M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $23.91M, representing an estimated gain of +0.57% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 87% of the total disclosed IIF value among the investors covered in this analysis. Major shareholders include City Of London Investment Management Co Ltd, Saba Capital Management, L.P., Lazard Asset Management Llc, and several other long-term asset managers with concentrated positions in MORGAN STANLEY INDIA INVEST (IIF).

This page ranks the largest institutional IIF shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.

Institutional Holders

41

Total Reported Value

$85.03M

Largest Holder

City Of London Investment Management Co Ltd

Largest Position

$23.77M

Insider Transactions (90d)

0

Latest Filing Quarter

Q2 2026

New Institutional Positions

51

Funds Exiting Positions

0

NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
City Of London Investment Management Co Ltd1.43%1,041,724$23,772,142$23,907,566+$135,424+0.57%
Saba Capital Management, L.P.0.50%755,897$15,556,360$17,347,836+$1,791,476+11.52%
Lazard Asset Management Llc0.02%609,359$12,540,608$13,984,789+$1,444,181+11.52%
Karpus Management, Inc.0.25%395,688$8,143,259$9,081,040+$937,781+11.52%
Ubs Group Ag0.00%162,290$3,339,929$3,724,556+$384,627+11.52%
Evergreen Capital Management Llc0.06%140,787$3,212,760$3,231,062+$18,302+0.57%
Morgan Stanley0.00%97,735$2,011,386$2,243,018+$231,632+11.52%
Allspring Global Investments Holdings, Llc0.00%90,022$1,852,653$2,066,005+$213,352+11.52%
Verition Fund Management Llc0.02%88,888$1,829,315$2,039,980+$210,665+11.52%
Altium Capital Management Llc3.87%79,031$1,626,458$1,813,761+$187,303+11.52%
Stifel Financial Corp0.00%74,631$1,535,868$1,712,781+$176,913+11.52%
Public Employees Retirement System Of Ohio0.00%73,672$1,516,170$1,690,772+$174,602+11.52%
Cary Street Partners Financial Llc0.03%59,097$1,348,597$1,356,276+$7,679+0.57%
Strs Ohio0.00%54,716$1,248,619$1,255,732+$7,113+0.57%
Royal Bank Of Canada0.00%35,708$735,000$819,499+$84,499+11.50%
Equitable Holdings, Inc.0.00%24,684$507,997$566,498+$58,501+11.52%
Financial Solutions Advisory Group, Inc.0.06%19,423$442,067$445,758+$3,691+0.83%
Jones Financial Companies Lllp0.00%20,669$416,068$474,354+$58,286+14.01%
Gp Brinson Investments Llc0.17%18,000$410,760$413,100+$2,340+0.57%
Calamos Advisors Llc0.00%15,043$343,281$345,237+$1,956+0.57%
Gould Asset Management Llc0.05%13,624$280,382$312,671+$32,289+11.52%
Wolverine Asset Management Llc0.00%13,622$280,341$312,625+$32,284+11.52%
Samalin Investment Counsel, Llc0.09%12,134$276,905$278,475+$1,570+0.57%
Blue Bell Private Wealth Management, Llc0.04%12,667$260,687$290,708+$30,021+11.52%
Lpl Financial Llc0.00%12,310$253,337$282,515+$29,178+11.52%
1607 Capital Partners, Llc0.02%11,706$240,909$268,653+$27,744+11.52%
Maridea Wealth Management Llc0.03%11,234$231,202$257,820+$26,618+11.51%
North Star Asset Management Inc0.01%10,287$211,706$236,087+$24,381+11.52%
Commonwealth Equity Services, Llc0.00%8,863$202,250$203,406+$1,156+0.57%
Pnc Financial Services Group, Inc.0.00%5,960$122,657$136,782+$14,125+11.52%
Allworth Financial Lp0.00%4,490$92,405$103,046+$10,641+11.52%
Vanguard National Trust Co0.00%3,167$65,177$72,683+$7,506+11.52%
Osaic Holdings, Inc.0.00%2,897$59,637$66,486+$6,849+11.48%
Wells Fargo & Company/Mn0.00%1,925$39,615$44,179+$4,564+11.52%
Steward Partners Investment Advisory, Llc0.00%350$7,203$8,033+$830+11.52%
Blackrock, Inc.0.00%250$5,145$5,738+$593+11.52%
Northwestern Mutual Wealth Management Co0.00%150$3,087$3,443+$356+11.52%
National Bank Of Canada0.00%115$2,359$2,639+$280+11.88%
Ghp Investment Advisors, Inc.0.00%100$2,282$2,295+$13+0.57%
Hollencrest Capital Management0.00%72$1,482$1,652+$170+11.50%
Soa Wealth Advisors, Llc.0.00%42$958$964+$6+0.62%

Frequently asked questions about IIF

  • Who owns the most IIF stock?

    The largest holders of IIF are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for MORGAN STANLEY INDIA INVEST (IIF).

  • Is IIF widely held by superinvestors?

    Many widely followed stocks like IIF appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly IIF is represented among the institutional managers we track.

  • What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?

    Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.