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 $94.40M 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 $22.98M, representing an estimated loss of -3.33% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 86% 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
43
Total Reported Value
$94.40M
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
56
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 | 1.43% | 1,041,724 | $23,772,142 | $22,980,431 | -$791,711 | -3.33% | |
| Saba Capital Management, L.P. | 0.55% | 782,728 | $17,861,853 | $17,266,980 | -$594,873 | -3.33% | |
| Lazard Asset Management Llc | 0.02% | 606,913 | $13,849,755 | $13,388,501 | -$461,254 | -3.33% | |
| Karpus Management, Inc. | 0.31% | 477,621 | $10,899,311 | $10,536,319 | -$362,992 | -3.33% | |
| Ubs Group Ag | 0.00% | 154,451 | $3,524,572 | $3,407,189 | -$117,383 | -3.33% | |
| Evergreen Capital Management Llc | 0.06% | 140,787 | $3,212,760 | $3,105,761 | -$106,999 | -3.33% | |
| Morgan Stanley | 0.00% | 99,074 | $2,260,892 | $2,185,572 | -$75,320 | -3.33% | |
| Allspring Global Investments Holdings, Llc | 0.00% | 90,022 | $2,054,302 | $1,985,885 | -$68,417 | -3.33% | |
| Verition Fund Management Llc | 0.01% | 87,630 | $1,999,717 | $1,933,118 | -$66,599 | -3.33% | |
| Altium Capital Management Llc | 3.80% | 79,031 | $1,803,487 | $1,743,424 | -$60,063 | -3.33% | |
| Public Employees Retirement System Of Ohio | 0.00% | 73,672 | $1,681,195 | $1,625,204 | -$55,991 | -3.33% | |
| Stifel Financial Corp | 0.00% | 70,942 | $1,618,886 | $1,564,981 | -$53,905 | -3.33% | |
| Cary Street Partners Financial Llc | 0.03% | 59,097 | $1,348,597 | $1,303,680 | -$44,917 | -3.33% | |
| Strs Ohio | 0.00% | 54,716 | $1,248,619 | $1,207,035 | -$41,584 | -3.33% | |
| Raymond James Financial Inc | 0.00% | 43,129 | $984,204 | $951,426 | -$32,778 | -3.33% | |
| Royal Bank Of Canada | 0.00% | 38,070 | $869,000 | $839,824 | -$29,176 | -3.36% | |
| Bank Of Montreal | 0.00% | 28,060 | $640,329 | $619,004 | -$21,325 | -3.33% | |
| Financial Solutions Advisory Group, Inc. | 0.06% | 19,423 | $442,067 | $428,471 | -$13,596 | -3.08% | |
| Gp Brinson Investments Llc | 0.17% | 18,000 | $410,760 | $397,080 | -$13,680 | -3.33% | |
| Xtx Topco Ltd | 0.01% | 17,615 | $401,974 | $388,587 | -$13,387 | -3.33% | |
| Calamos Advisors Llc | 0.00% | 15,043 | $343,281 | $331,849 | -$11,432 | -3.33% | |
| Jones Financial Companies Lllp | 0.00% | 14,709 | $334,043 | $324,481 | -$9,562 | -2.86% | |
| Gould Asset Management Llc | 0.05% | 13,624 | $310,900 | $300,545 | -$10,355 | -3.33% | |
| Blue Bell Private Wealth Management, Llc | 0.04% | 12,667 | $289,061 | $279,434 | -$9,627 | -3.33% | |
| Samalin Investment Counsel, Llc | 0.09% | 12,134 | $276,905 | $267,676 | -$9,229 | -3.33% | |
| Maridea Wealth Management Llc | 0.03% | 12,096 | $276,037 | $266,838 | -$9,199 | -3.33% | |
| 1607 Capital Partners, Llc | 0.02% | 11,206 | $255,721 | $247,204 | -$8,517 | -3.33% | |
| Hrt Financial Lp | 0.00% | 11,164 | $254,000 | $246,278 | -$7,722 | -3.04% | |
| North Star Asset Management Inc | 0.01% | 10,286 | $234,727 | $226,909 | -$7,818 | -3.33% | |
| Lpl Financial Llc | 0.00% | 9,199 | $209,918 | $202,930 | -$6,988 | -3.33% | |
| Commonwealth Equity Services, Llc | 0.00% | 8,863 | $202,250 | $195,518 | -$6,732 | -3.33% | |
| Pnc Financial Services Group, Inc. | 0.00% | 7,835 | $178,795 | $172,840 | -$5,955 | -3.33% | |
| Allworth Financial Lp | 0.00% | 3,990 | $91,052 | $88,019 | -$3,033 | -3.33% | |
| Osaic Holdings, Inc. | 0.00% | 3,770 | $86,051 | $83,166 | -$2,885 | -3.35% | |
| Vanguard National Trust Co | 0.00% | 3,167 | $72,271 | $69,864 | -$2,407 | -3.33% | |
| Wells Fargo & Company/Mn | 0.00% | 1,908 | $43,547 | $42,090 | -$1,457 | -3.34% | |
| Arax Advisory Partners | 0.00% | 1,641 | $37,441 | $36,200 | -$1,241 | -3.31% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 350 | $7,987 | $7,721 | -$266 | -3.33% | |
| Blackrock, Inc. | 0.00% | 250 | $5,705 | $5,515 | -$190 | -3.33% | |
| National Bank Of Canada | 0.00% | 115 | $2,624 | $2,537 | -$87 | -3.32% | |
| Ghp Investment Advisors, Inc. | 0.00% | 100 | $2,282 | $2,206 | -$76 | -3.33% | |
| Hollencrest Capital Management | 0.00% | 72 | $1,643 | $1,588 | -$55 | -3.33% | |
| Soa Wealth Advisors, Llc. | 0.00% | 42 | $958 | $927 | -$31 | -3.29% |
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.