Who Owns MORGAN STANLEY INDIA INVT FD (IIF)? -- Institutional Holders (2026-06-30)

49 institutions reported holding $94.8M of MORGAN STANLEY INDIA INVT FD (IIF) in SEC 13F filings for 2026-06-30. Largest institutional holders: CITY OF LONDON INVESTMENT MANAGEMENT CO LTD ($23.8M), Saba Capital Management, L.P. ($17.9M), LAZARD ASSET MANAGEMENT LLC ($13.8M), Karpus Management, Inc. ($10.9M), UBS Group AG ($3.5M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1CITY OF LONDON INVESTMENT MANAGEMENT CO LTD$23.8M1.0MAdded
2Saba Capital Management, L.P.$17.9M782,728Added
3LAZARD ASSET MANAGEMENT LLC$13.8M606,913Trimmed
4Karpus Management, Inc.$10.9M477,621Added
5UBS Group AG$3.5M154,451Trimmed
6EVERGREEN CAPITAL MANAGEMENT LLC$3.2M140,787Added
7MORGAN STANLEY$2.3M99,074Added
8Allspring Global Investments Holdings, LLC$2.1M90,022Hold
9Verition Fund Management LLC$2.0M87,630Trimmed
10Altium Capital Management LP$1.8M79,031Hold
11PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$1.7M73,672Hold
12STIFEL FINANCIAL CORP$1.6M70,942Trimmed
13CARY STREET PARTNERS FINANCIAL LLC$1.3M59,097New
14STRS OHIO$1.2M54,716Hold
15RAYMOND JAMES FINANCIAL INC$984,20443,129New
16Royal Bank of Canada$869,00038,070Added
17BANK OF MONTREAL /CAN/$640,32928,060New
18Financial Solutions Advisory Group, Inc.$442,06719,423Added
19GP Brinson Investments LLC$410,76018,000Hold
20XTX Topco Ltd$401,97417,615New
21Calamos Advisors LLC$343,28115,043Trimmed
22JONES FINANCIAL COMPANIES LLLP$334,04314,709Trimmed
23GOULD ASSET MANAGEMENT LLC /CA/$310,90013,624Hold
24BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$289,06112,667Hold
25Samalin Investment Counsel, LLC$276,90512,134Trimmed

Source: SEC Form 13F filings · as of 2026-06-30