MORGAN STANLEY INDIA INVESTMENT FUND, INC. - IIF
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | History | Added to | 949,628 | 19,543 | 1.42% | 1.21% | 1 | +303,762 | 47.03% | Q1 2026 | May 15, 2026 |
| Saba Capital Management, L.P. | History | Reduced | 755,897 | 15,556 | 0.43% | 0.73% | 2 | -233,027 | -23.56% | Q1 2026 | May 15, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Reduced | 609,359 | 12,540 | 0.02% | 0.03% | 3 | -163,295 | -21.13% | Q1 2026 | May 15, 2026 |
| Karpus Management, Inc. | History | Added to | 395,688 | 8,143 | 0.25% | 0.13% | 4 | +221,988 | 127.8% | Q1 2026 | May 14, 2026 |
| UBS Group AG | History | Added to | 162,290 | 3,339 | 0.0% | 0.0% | 5 | +5,684 | 3.63% | Q1 2026 | May 05, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 134,180 | 2,761 | 0.06% | 0.07% | 6 | +12,901 | 10.64% | Q1 2026 | May 14, 2026 |
| MORGAN STANLEY | History | Reduced | 97,735 | 2,011 | 0.0% | 0.0% | 7 | -83,506 | -46.07% | Q1 2026 | May 15, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 90,022 | 1,852 | 0.0% | 0.0% | 8 | -4,650 | -4.91% | Q1 2026 | May 05, 2026 |
| Verition Fund Management LLC | History | Added to | 88,888 | 1,829 | 0.01% | 0.01% | 9 | +8,245 | 10.22% | Q1 2026 | May 15, 2026 |
| Altium Capital Management LLC | History | Added to | 79,031 | 1,626 | 3.87% | 2.88% | 10 | +49,821 | 170.56% | Q1 2026 | May 01, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 74,631 | 1,535 | 0.0% | 0.0% | 11 | -19,999 | -21.13% | Q1 2026 | May 12, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 73,672 | 1,516 | 0.0% | 0.02% | 12 | -125,835 | -63.07% | Q1 2026 | May 14, 2026 |
| STRS OHIO | History | No change | 54,716 | 1,126 | 0.0% | 0.01% | 13 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 35,708 | 735 | 0.0% | 0.0% | 14 | +1,520 | 4.45% | Q1 2026 | May 15, 2026 |
| Pursuit Wealth Management LLC | History | No change | 28,717 | 717 | 0.62% | 0.62% | 15 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Equitable Holdings, Inc. | History | New | 24,684 | 507 | 0.0% | — | 16 | +24,684 | New | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 20,669 | 416 | 0.0% | 0.0% | 17 | -1,588 | -7.13% | Q1 2026 | May 15, 2026 |
| GP Brinson Investments LLC | History | No change | 18,000 | 370 | 0.17% | 0.19% | 18 | 0 | 0.0% | Q1 2026 | Apr 01, 2026 |
| Calamos Advisors LLC | History | Added to | 16,208 | 333 | 0.0% | 0.0% | 19 | +1,930 | 13.52% | Q1 2026 | May 04, 2026 |
| Samalin Investment Counsel, LLC | History | Added to | 14,078 | 289 | 0.1% | 0.12% | 20 | +1,055 | 8.1% | Q1 2026 | Apr 22, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | New | 13,622 | 280 | 0.0% | — | 22 | +13,622 | New | Q1 2026 | May 04, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | Added to | 13,624 | 280 | 0.05% | 0.05% | 21 | +2,770 | 25.52% | Q1 2026 | May 05, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 12,667 | 260 | 0.04% | 0.05% | 23 | -31 | -0.24% | Q1 2026 | May 11, 2026 |
| LPL Financial LLC | History | New | 12,310 | 253 | 0.0% | — | 24 | +12,310 | New | Q1 2026 | May 06, 2026 |
| 1607 Capital Partners, LLC | History | No change | 11,706 | 240 | 0.02% | 0.02% | 25 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Maridea Wealth Management LLC | History | Added to | 11,234 | 231 | 0.03% | 0.04% | 26 | +478 | 4.44% | Q1 2026 | Apr 21, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | No change | 10,287 | 211 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Ancora Advisors LLC | History | No change | 6,937 | 142 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 5,960 | 122 | 0.0% | 0.0% | 29 | +3,770 | 172.15% | Q1 2026 | May 08, 2026 |
| Allworth Financial LP | History | No change | 4,490 | 92 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Vanguard National Trust Co | History | New | 3,167 | 65 | 0.0% | — | 31 | +3,167 | New | Q1 2026 | May 08, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 2,897 | 59 | 0.0% | 0.0% | 32 | -213 | -6.85% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 1,925 | 39 | 0.0% | 0.0% | 33 | -204 | -9.58% | Q1 2026 | May 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 350 | 7 | 0.0% | 0.0% | 34 | -1,000 | -74.07% | Q1 2026 | May 08, 2026 |
| BlackRock, Inc. | History | No change | 250 | 5 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| TRUST CO OF VERMONT | History | No change | 179 | 4 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 150 | 3 | 0.0% | 0.0% | 37 | -46 | -23.47% | Q1 2026 | May 07, 2026 |
| GHP Investment Advisors, Inc. | History | Reduced | 100 | 2 | 0.0% | 0.0% | 39 | -200 | -66.67% | Q1 2026 | Apr 21, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 115 | 2 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 72 | 1 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 42 | 1 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Bulldog Investors, LLP | History | Closed out | 0 | 0 | — | 0.8% | — | -144,096 | -100.0% | Q1 2026 | May 08, 2026 |
| CIBC WORLD MARKET INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -11,350 | -100.0% | Q1 2026 | May 14, 2026 |
| Cresset Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,251 | -100.0% | Q1 2026 | May 15, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -9,171 | -100.0% | Q1 2026 | Apr 16, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Closed out | 0 | 0 | — | 0.0% | — | -8,940 | -100.0% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -8,923 | -100.0% | Q1 2026 | May 15, 2026 |
| SeaCrest Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -8,700 | -100.0% | Q1 2026 | Apr 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,588 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Arax Advisory Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -1,641 | -100.0% | Q1 2026 | May 13, 2026 |
| Thomas J. Herzfeld Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -391 | -100.0% | Q1 2026 | May 12, 2026 |