Vault-13

MORGAN STANLEY INDIA INVT FD IIF

COM · Closed-End Fund · CUSIP 61745C105 · ISIN US61745C1053

47 institutional holders +7 vs Q1 2026
4,154,5574.2m shares reported held*
$94.8mreported value*
8 new 10 added 12 reduced 2 sold out net bought ≈ $7.6m (+331.6k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $22.82.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0204060Q3 22: 44Q4 22: 42Q1 23: 44Q2 23: 47Q3 23: 46Q4 23: 47Q1 24: 49Q2 24: 51Q3 24: 54Q4 24: 55Q1 25: 53Q2 25: 47Q3 25: 48Q4 25: 47Q1 26: 40Q2 26: 4747Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202244
Q4 202242
Q1 202344
Q2 202347
Q3 202346
Q4 202347
Q1 202449
Q2 202451
Q3 202454
Q4 202455
Q1 202553
Q2 202547
Q3 202548
Q4 202547
Q1 202640
Q2 202647

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
40040Q3 24: 14 bought or addedQ3 24: 24 cut or sold outQ4 24: 18 bought or addedQ4 24: 18 cut or sold outQ4 24Q1 25: 15 bought or addedQ1 25: 24 cut or sold outQ2 25: 22 bought or addedQ2 25: 22 cut or sold outQ2 25Q3 25: 22 bought or addedQ3 25: 19 cut or sold outQ4 25: 15 bought or addedQ4 25: 19 cut or sold outQ4 25Q1 26: 15 bought or addedQ1 26: 23 cut or sold outQ2 26: 18 bought or addedQ2 26: 14 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20241424
Q4 20241818
Q1 20251524
Q2 20252222
Q3 20252219
Q4 20251519
Q1 20261523
Q2 20261814

Biggest buyers

CITY OF LONDON INVESTMENT MANAGEMENT CO LTD Added +92,096+92.1k
Karpus Management, Inc. Added +81,933+81.9k
CARY STREET PARTNERS FINANCIAL LLC New +59,097+59.1k
RAYMOND JAMES FINANCIAL INC New +43,129+43.1k
BANK OF MONTREAL /CAN/ New +28,060+28.1k
Saba Capital Management, L.P. Added +26,831+26.8k
XTX Topco Ltd New +17,615+17.6k
HRT FINANCIAL LP New +11,164+11.2k
Dakota Wealth Management New +10,355+10.4k
COMMONWEALTH EQUITY SERVICES, LLC New +8,863+8.9k

Biggest sellers

Equitable Holdings, Inc. Sold out -24,684-24.7k
WOLVERINE ASSET MANAGEMENT LLC Sold out -13,622-13.6k
UBS Group AG Reduced -7,839-7.8k
JONES FINANCIAL COMPANIES LLLP Reduced -5,960-6.0k
STIFEL FINANCIAL CORP Reduced -3,689-3.7k
LPL Financial LLC Reduced -3,111-3.1k
LAZARD ASSET MANAGEMENT LLC Reduced -2,446-2.4k
Samalin Investment Counsel, LLC Reduced -1,944-1.9k
Verition Fund Management LLC Reduced -1,258-1.3k
Calamos Advisors LLC Reduced -1,165-1.2k

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 13G · institution +1.9 pts · filed 2026-10-23 13.0% +1.9 pts 1.2m≈ $27.8m 2026-10-23
Saba Capital Management, L.P. 13D · may seek influence +1.0 pts · filed 2026-07-30
Stated purposeNot Applicable. Full filing
 9.0% +1.0 pts 853.7k≈ $19.5m 2026-07-30
LAZARD ASSET MANAGEMENT LLC 13G · institution -1.7 pts · filed 2026-05-15 6.5% -1.7 pts 609.4k≈ $13.9m 2026-05-15
Karpus Management, Inc. 13G · institution new · filed 2026-08-14 5.1% new 477.6k≈ $10.9m 2026-08-14
GATES FOUNDATION TRUST 13G · passive investor new · filed 2026-04-20 5.0% new 471.2k≈ $10.8m 2026-04-20

Insider purchases and sales since 1 Apr 2026

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

None reported since 1 Apr 2026.

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 1.43% of their portfolio London, X0 1,041,7241.0m $23.8m $23.8m 1.43% Added +92.1k +92,096
2 Saba Capital Management, L.P. 0.55% of their portfolio NEW YORK, NY 782,728782.7k $17.9m $17.9m 0.55% Added +26.8k +26,831
3 LAZARD ASSET MANAGEMENT LLC 0.02% of their portfolio NEW YORK, NY 606,913606.9k $13.8m $13.8m 0.02% Reduced -2.4k -2,446
4 Karpus Management, Inc. 0.31% of their portfolio Pittsford, NY 477,621477.6k $10.9m $10.9m 0.31% Added +81.9k +81,933
5 UBS Group AG 0.00% of their portfolio ZURICH, V8 154,451154.5k $3.5m $3.5m 0.00% Reduced -7.8k -7,839
6 EVERGREEN CAPITAL MANAGEMENT LLC 0.06% of their portfolio Bellevue, WA 140,787140.8k $3.2m $3.2m 0.06% Added +6.6k +6,607
7 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 99,07499.1k $2.3m $2.3m 0.00% Added +1.3k +1,339
8 Allspring Global Investments Holdings, LLC 0.00% of their portfolio CHARLOTTE, NC 90,02290.0k $2.1m $2.1m 0.00% Unchanged
9 Verition Fund Management LLC 0.01% of their portfolio GREENWICH, CT 87,63087.6k $2.0m $2.0m 0.01% Reduced -1.3k -1,258
10 Altium Capital Management LLC 3.80% of their portfolio NEW YORK, NY 79,03179.0k $1.8m $1.8m 3.80% Unchanged
11 PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.00% of their portfolio COLUMBUS, OH 73,67273.7k $1.7m $1.7m 0.00% Unchanged
12 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 70,94270.9k $1.6m $1.6m 0.00% Reduced -3.7k -3,689
13 CARY STREET PARTNERS FINANCIAL LLC 0.03% of their portfolio RICHMOND, VA 59,09759.1k $1.3m $1.3m 0.03% New
14 STRS OHIO 0.00% of their portfolio COLUMBUS, OH 54,71654.7k $1.2m $1.2m 0.00% Unchanged
15 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 43,12943.1k $984.2k $984.2k 0.00% New
16 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 38,07038.1k $869.0k $869.0k 0.00% Added +2.4k +2,362
17 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 28,06028.1k $640.3k $640.3k 0.00% New
18 Financial Solutions Advisory Group, Inc. 0.06% of their portfolio CHICAGO, IL 19,42319.4k $442.1k $442.1k 0.06% Added +3.6k +3,635
19 GP Brinson Investments LLC 0.17% of their portfolio Chicago, IL 18,00018.0k $410.8k $410.8k 0.17% Unchanged
20 XTX Topco Ltd 0.01% of their portfolio LONDON, X0 17,61517.6k $402.0k $402.0k 0.01% New
21 Calamos Advisors LLC 0.00% of their portfolio NAPERVILLE, IL 15,04315.0k $343.3k $343.3k 0.00% Reduced -1.2k -1,165
22 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 14,70914.7k $334.0k $334.0k 0.00% Reduced -6.0k -5,960
23 GOULD ASSET MANAGEMENT LLC /CA/ 0.05% of their portfolio CLAREMONT, CA 13,62413.6k $310.9k $310.9k 0.05% Unchanged
24 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.04% of their portfolio BLUE BELL, PA 12,66712.7k $289.1k $289.1k 0.04% Unchanged
25 Samalin Investment Counsel, LLC 0.09% of their portfolio CHAPPAQUA, NY 12,13412.1k $276.9k $276.9k 0.09% Reduced -1.9k -1,944
26 Maridea Wealth Management LLC 0.03% of their portfolio BROOKLYN, NY 12,09612.1k $276.0k $276.0k 0.03% Added +862 +862
27 1607 Capital Partners, LLC 0.02% of their portfolio Richmond, VA 11,20611.2k $255.7k $255.7k 0.02% Reduced -500 -500
28 HRT FINANCIAL LP 0.00% of their portfolio NEW YORK, NY 11,16411.2k $254.0k $254.0k 0.00% New
29 Dakota Wealth Management 0.00% of their portfolio PALM BEACH GARDENS, FL 10,35510.4k $236.3k $236.3k 0.00% New
30 NORTH STAR ASSET MANAGEMENT INC 0.01% of their portfolio NEENAH, WI 10,28610.3k $234.7k $234.7k 0.01% Reduced -1 -1
31 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 9,1999.2k $209.9k $209.9k 0.00% Reduced -3.1k -3,111
32 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 8,8638.9k $202.2k $202.2k 0.00% New
33 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 7,8357.8k $178.8k $178.8k 0.00% Added +1.9k +1,875
34 Ancora Advisors LLC 0.00% of their portfolio Cleveland, OH 6,9376.9k $158.3k $158.3k 0.00% Unchanged
35 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 3,9904.0k $91.1k $91.1k 0.00% Reduced -500 -500
36 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 3,7703.8k $86.1k $86.1k 0.00% Added +873 +873
37 Vanguard National Trust Co 0.00% of their portfolio MALVERN, PA 3,1673.2k $72.3k $72.3k 0.00% Unchanged
38 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 1,9081.9k $43.5k $43.5k 0.00% Reduced -17 -17
39 Arax Advisory Partners 0.00% of their portfolio NEW YORK, NY 1,6411.6k $37.4k $37.4k 0.00% New
40 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 350350 $8.0k $8.0k 0.00% Unchanged
41 BlackRock, Inc. 0.00% of their portfolio New York, NY 250250 $5.7k $5.7k 0.00% Unchanged
42 TRUST CO OF VERMONT 0.00% of their portfolio BRATTLEBORO, VT 179179 $4.1k $4.1k 0.00% First filing
43 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 150150 $3.4k $3.4k 0.00% Unchanged
44 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 115115 $2.6k $2.6k 0.00% Unchanged
45 GHP Investment Advisors, Inc. 0.00% of their portfolio Denver, CO 100100 $2.3k $2.3k 0.00% Unchanged
46 HOLLENCREST CAPITAL MANAGEMENT 0.00% of their portfolio NEWPORT BEACH, CA 7272 $1.6k $1.6k 0.00% Unchanged
47 SOA Wealth Advisors, LLC. 0.00% of their portfolio NEW YORK, NY 4242 $958 $958 0.00% Unchanged