IIF Morgan Stanley India Investmen
Morgan Stanley India Investmen (IIF) Institutional Ownership
What the institutions did with IIF last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended June 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 1.0M | 25.1% |
| Saba Capital Management, L.P. | 782.7K | 18.8% |
| LAZARD ASSET MANAGEMENT LLC | 606.9K | 14.6% |
| Karpus Management, Inc. | 477.6K | 11.5% |
| UBS Group AG | 154.5K | 3.7% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 140.8K | 3.4% |
| MORGAN STANLEY | 99.1K | 2.4% |
| Allspring Global Investments Holdings, LLC | 90.0K | 2.2% |
| Verition Fund Management LLC | 87.6K | 2.1% |
| Altium Capital Management LLC | 79.0K | 1.9% |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 73.7K | 1.8% |
| STIFEL FINANCIAL CORP | 70.9K | 1.7% |
| CARY STREET PARTNERS FINANCIAL LLC | 59.1K | 1.4% |
| STRS OHIO | 54.7K | 1.3% |
| RAYMOND JAMES FINANCIAL INC | 43.1K | 1.0% |
| ROYAL BANK OF CANADA | 38.1K | 0.9% |
| BANK OF MONTREAL /CAN/ | 28.1K | 0.7% |
| Financial Solutions Advisory Group, Inc. | 19.4K | 0.5% |
| GP Brinson Investments LLC | 18.0K | 0.4% |
| XTX Topco Ltd | 17.6K | 0.4% |
| Calamos Advisors LLC | 15.0K | 0.4% |
| JONES FINANCIAL COMPANIES LLLP | 14.7K | 0.4% |
| GOULD ASSET MANAGEMENT LLC /CA/ | 13.6K | 0.3% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 12.7K | 0.3% |
| Samalin Investment Counsel, LLC | 12.1K | 0.3% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | Increased | 949.6K | 1.0M | +92.1K |
| Karpus Management, Inc. | Increased | 395.7K | 477.6K | +81.9K |
| CARY STREET PARTNERS FINANCIAL LLC | New | 0 | 59.1K | +59.1K |
| RAYMOND JAMES FINANCIAL INC | New | 0 | 43.1K | +43.1K |
| BANK OF MONTREAL /CAN/ | New | 0 | 28.1K | +28.1K |
| Saba Capital Management, L.P. | Increased | 755.9K | 782.7K | +26.8K |
| Equitable Holdings, Inc. | Sold Out | 24.7K | 0 | -24.7K |
| XTX Topco Ltd | New | 0 | 17.6K | +17.6K |
| WOLVERINE ASSET MANAGEMENT LLC | Sold Out | 13.6K | 0 | -13.6K |
| HRT FINANCIAL LP | New | 0 | 11.2K | +11.2K |
| Dakota Wealth Management | New | 0 | 10.4K | +10.4K |
| COMMONWEALTH EQUITY SERVICES, LLC | New | 0 | 8.9K | +8.9K |
| UBS Group AG | Reduced | 162.3K | 154.5K | -7.8K |
| EVERGREEN CAPITAL MANAGEMENT LLC | Increased | 134.2K | 140.8K | +6.6K |
| JONES FINANCIAL COMPANIES LLLP | Reduced | 20.7K | 14.7K | -6.0K |
| STIFEL FINANCIAL CORP | Reduced | 74.6K | 70.9K | -3.7K |
| Financial Solutions Advisory Group, Inc. | Increased | 15.8K | 19.4K | +3.6K |
| LPL Financial LLC | Reduced | 12.3K | 9.2K | -3.1K |
| LAZARD ASSET MANAGEMENT LLC | Reduced | 609.4K | 606.9K | -2.4K |
| ROYAL BANK OF CANADA | Increased | 35.7K | 38.1K | +2.4K |
| Samalin Investment Counsel, LLC | Reduced | 14.1K | 12.1K | -1.9K |
| PNC FINANCIAL SERVICES GROUP, INC. | Increased | 6.0K | 7.8K | +1.9K |
| Arax Advisory Partners | New | 0 | 1.6K | +1.6K |
| MORGAN STANLEY | Increased | 97.7K | 99.1K | +1.3K |
| Verition Fund Management LLC | Reduced | 88.9K | 87.6K | -1.3K |
| Calamos Advisors LLC | Reduced | 16.2K | 15.0K | -1.2K |
| OSAIC HOLDINGS, INC. | Increased | 2.9K | 3.8K | +873 |
| Maridea Wealth Management LLC | Increased | 11.2K | 12.1K | +862 |
| 1607 Capital Partners, LLC | Reduced | 11.7K | 11.2K | -500 |
| Allworth Financial LP | Reduced | 4.5K | 4.0K | -500 |
| WELLS FARGO & COMPANY/MN | Reduced | 1.9K | 1.9K | -17 |
| NORTH STAR ASSET MANAGEMENT INC | Reduced | 10.3K | 10.3K | -1 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.