Morgan Stanley India InvestIIF
13F holders, Q1 2026 (March 31)40holders −7
3new positions
10sold out
$20.58avg. 13F price*
At the end of Q1 2026, 40 institutions reported holding Morgan Stanley India Invest (IIF) in their 13F filings, down 7 from Q4 2025. 3 opened new positions and 10 sold out. The largest holders were City of London Investment Management Co. Ltd. ($19.5M), Saba Capital Management, L.P. ($15.6M) and Lazard Asset Management LLC ($12.5M).
- Company
- Morgan Stanley India Invest
- CUSIP
- 61745C105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $1.0M |
| Exits | 10 | $5.4M |
All 13F filers, Q4 2025 → Q1 2026: 664,540 shares bought and 846,645 shares sold, net −182,105 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 40 holders
| City of London Investment Management Co. Ltd. | 1.42% | Add +47.0% | 949,628 | $19.5M |
| Saba Capital Management, L.P. | 0.51% | Reduce -23.6% | 755,897 | $15.6M |
| Lazard Asset Management LLC | 0.02% | Reduce -21.1% | 609,359 | $12.5M |
| Karpus Management, Inc. | 0.25% | Add +127.8% | 395,688 | $8.1M |
| UBS Group AG | 0.00% | Add +3.6% | 162,290 | $3.3M |
| Evergreen Capital Management LLC | 0.06% | Add +10.6% | 134,180 | $2.8M |
| Morgan Stanley | 0.00% | Reduce -46.1% | 97,735 | $2.0M |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -4.9% | 90,022 | $1.9M |
| Verition Fund Management LLC | 0.02% | Add +10.2% | 88,888 | $1.8M |
| Altium Capital Management LLC | 3.87% | Add +170.6% | 79,031 | $1.6M |
| Stifel Financial Corp. | 0.00% | Reduce -21.1% | 74,631 | $1.5M |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -63.1% | 73,672 | $1.5M |
| STRS Ohio | 0.00% | No change | 54,716 | $1.1M |
| Royal Bank of Canada | 0.00% | Add +4.5% | 35,708 | $735K |
| Equitable Holdings, Inc. | 0.00% | New | 24,684 | $508K |
| Jones Financial Companies LLLP | 0.00% | Reduce -7.1% | 20,669 | $416K |
| GP Brinson Investments LLC | 0.17% | No change | 18,000 | $370K |
| Calamos Advisors LLC | 0.00% | Add +13.5% | 16,208 | $334K |
| Financial Solutions Advisory Group, Inc. | 0.04% | — | 15,788 | $325K |
| Samalin Investment Counsel, LLC | 0.10% | Add +8.1% | 14,078 | $290K |
| Gould Asset Management LLC | 0.05% | Add +25.5% | 13,624 | $280K |
| Wolverine Asset Management LLC | 0.01% | New | 13,622 | $280K |
| Blue Bell Private Wealth Management, LLC | 0.04% | Reduce -0.2% | 12,667 | $261K |
| LPL Financial LLC | 0.00% | New | 12,310 | $253K |
| 1607 Capital Partners, LLC | 0.02% | No change | 11,706 | $241K |
| Maridea Wealth Management LLC | 0.03% | Add +4.4% | 11,234 | $231K |
| North Star Asset Management Inc. | 0.01% | No change | 10,287 | $212K |
| Ancora Advisors LLC | 0.00% | No change | 6,937 | $143K |
| PNC Financial Services Group, Inc. | 0.00% | Add +172.2% | 5,960 | $123K |
| Allworth Financial LP | 0.00% | No change | 4,490 | $92K |
| Vanguard National Trust Co | 0.00% | — | 3,167 | $65K |
| Osaic Holdings, Inc. | 0.00% | Reduce -6.8% | 2,897 | $60K |
| Wells Fargo & Company | 0.00% | Reduce -9.6% | 1,925 | $40K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -74.1% | 350 | $7K |
| BlackRock, Inc. | 0.00% | No change | 250 | $5K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -23.5% | 150 | $3K |
| National Bank of Canada | 0.00% | No change | 115 | $2K |
| GHP Investment Advisors, Inc. | 0.00% | Reduce -66.7% | 100 | $2K |
| Hollencrest Capital Management | 0.00% | No change | 72 | $1K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 42 | $864 |
"% of holder's portfolio" is IIF's weight in each manager's 13F, not the share of Morgan Stanley India Invest the manager owns.