IIF Institutional Ownership & Shareholders
MORGAN STANLEY INDIA INVEST (IIF) is currently held by 41 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $95.97M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
City Of London Investment Management Co Ltd is currently the largest disclosed institutional shareholder of IIF tracked by InsiderSet, reporting ownership valued at approximately $26.20M in its September 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 $26.09M, representing an estimated loss of -0.42% 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
$95.97M
Largest Holder
City Of London Investment Management Co Ltd
Largest Position
$26.20M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
57
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| City Of London Investment Management Co Ltd | 1.78% | 1,219,023 | $26,196,804 | $26,087,092 | -$109,712 | -0.42% | |
| Saba Capital Management, L.P. | 0.55% | 782,728 | $17,861,853 | $16,750,379 | -$1,111,474 | -6.22% | |
| Lazard Asset Management Llc | 0.02% | 606,913 | $13,849,755 | $12,987,938 | -$861,817 | -6.22% | |
| Karpus Management, Inc. | 0.31% | 477,621 | $10,899,311 | $10,221,089 | -$678,222 | -6.22% | |
| Ubs Group Ag | 0.00% | 154,451 | $3,524,572 | $3,305,251 | -$219,321 | -6.22% | |
| Evergreen Capital Management Llc | 0.06% | 145,988 | $3,137,283 | $3,124,143 | -$13,140 | -0.42% | |
| Morgan Stanley | 0.00% | 99,074 | $2,260,892 | $2,120,184 | -$140,708 | -6.22% | |
| Allspring Global Investments Holdings, Llc | 0.00% | 90,022 | $2,054,302 | $1,926,471 | -$127,831 | -6.22% | |
| Verition Fund Management Llc | 0.01% | 87,630 | $1,999,717 | $1,875,282 | -$124,435 | -6.22% | |
| Altium Capital Management Llc | 3.80% | 79,031 | $1,803,487 | $1,691,263 | -$112,224 | -6.22% | |
| Public Employees Retirement System Of Ohio | 0.00% | 73,672 | $1,681,195 | $1,576,581 | -$104,614 | -6.22% | |
| Stifel Financial Corp | 0.00% | 70,942 | $1,618,886 | $1,518,159 | -$100,727 | -6.22% | |
| Cary Street Partners Financial Llc | 0.03% | 59,097 | $1,348,597 | $1,264,676 | -$83,921 | -6.22% | |
| Strs Ohio | 0.00% | 54,716 | $1,175,847 | $1,170,922 | -$4,925 | -0.42% | |
| Raymond James Financial Inc | 0.00% | 43,129 | $984,204 | $922,961 | -$61,243 | -6.22% | |
| Royal Bank Of Canada | 0.00% | 38,070 | $869,000 | $814,698 | -$54,302 | -6.25% | |
| Bank Of Montreal | 0.00% | 28,060 | $640,329 | $600,484 | -$39,845 | -6.22% | |
| Financial Solutions Advisory Group, Inc. | 0.05% | 19,452 | $424,637 | $416,273 | -$8,364 | -1.97% | |
| Xtx Topco Ltd | 0.01% | 17,615 | $401,974 | $376,961 | -$25,013 | -6.22% | |
| Gp Brinson Investments Llc | 0.17% | 18,000 | $386,820 | $385,200 | -$1,620 | -0.42% | |
| Jones Financial Companies Lllp | 0.00% | 14,709 | $334,043 | $314,773 | -$19,270 | -5.77% | |
| Gould Asset Management Llc | 0.05% | 13,624 | $310,900 | $291,554 | -$19,346 | -6.22% | |
| Blue Bell Private Wealth Management, Llc | 0.03% | 13,312 | $286,075 | $284,877 | -$1,198 | -0.42% | |
| Maridea Wealth Management Llc | 0.03% | 12,096 | $276,037 | $258,854 | -$17,183 | -6.22% | |
| 1607 Capital Partners, Llc | 0.02% | 11,206 | $255,721 | $239,808 | -$15,913 | -6.22% | |
| Hrt Financial Lp | 0.00% | 11,164 | $254,000 | $238,910 | -$15,090 | -5.94% | |
| North Star Asset Management Inc | 0.01% | 10,286 | $234,727 | $220,120 | -$14,607 | -6.22% | |
| Lpl Financial Llc | 0.00% | 9,199 | $209,918 | $196,859 | -$13,059 | -6.22% | |
| Pnc Financial Services Group, Inc. | 0.00% | 7,835 | $178,795 | $167,669 | -$11,126 | -6.22% | |
| Ancora Advisors Llc | 0.00% | 6,937 | $158,302 | $148,452 | -$9,850 | -6.22% | |
| Allworth Financial Lp | 0.00% | 3,990 | $91,052 | $85,386 | -$5,666 | -6.22% | |
| Osaic Holdings, Inc. | 0.00% | 3,770 | $86,051 | $80,678 | -$5,373 | -6.24% | |
| Vanguard National Trust Co | 0.00% | 3,167 | $72,271 | $67,774 | -$4,497 | -6.22% | |
| Wells Fargo & Company/Mn | 0.00% | 1,908 | $43,547 | $40,831 | -$2,716 | -6.24% | |
| Arax Advisory Partners | 0.00% | 1,641 | $37,441 | $35,117 | -$2,324 | -6.21% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 350 | $7,987 | $7,490 | -$497 | -6.22% | |
| Blackrock, Inc. | 0.00% | 250 | $5,705 | $5,350 | -$355 | -6.22% | |
| National Bank Of Canada | 0.00% | 115 | $2,624 | $2,461 | -$163 | -6.21% | |
| Ghp Investment Advisors, Inc. | 0.00% | 100 | $2,149 | $2,140 | -$9 | -0.42% | |
| Hollencrest Capital Management | 0.00% | 72 | $1,643 | $1,541 | -$102 | -6.22% | |
| Soa Wealth Advisors, Llc. | 0.00% | 42 | $958 | $899 | -$59 | -6.18% |
Frequently asked questions about IIF
Who are the largest institutional holders of IIF?
The largest institutional holders of IIF reported in the latest SEC Form 13F filings include City Of London Investment Management Co Ltd, Saba Capital Management, L.P., Lazard Asset Management Llc, Karpus Management, Inc., and Ubs Group Ag. InsiderSet ranks institutional holders by their latest reported IIF position.
What is IIF institutional ownership?
This page tracks IIF positions reported by institutional investment managers through SEC Form 13F. MORGAN STANLEY INDIA INVEST (IIF) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own IIF?
InsiderSet currently tracks 41 institutional managers reporting IIF holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of IIF shareholders.
How much IIF stock do institutions own?
Institutional investment managers disclosed approximately $95.97M in IIF holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was IIF institutional ownership last updated?
The latest IIF institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional IIF holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its IIF position after the reporting date.
Are institutions buying or selling IIF?
Institutional buying and selling can be analyzed by comparing IIF positions across consecutive 13F reporting periods. InsiderSet's IIF Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View IIF ownership changes.
How has IIF institutional ownership changed over time?
InsiderSet tracks IIF institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.