IIF — MORGAN STANLEY INDIA INVEST
As of Q2 2026, 6 SEC-registered investment managers reported holding IIF (MORGAN STANLEY INDIA INVEST) in their latest 13F filings, with a combined reported value of $19.86M across 870.43K shares. That is -0.8% by share count (-7.09K shares) versus the previous quarter, while reported value moved +10.0%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 2 added to existing stakes, 2 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
IIF is classified in the Financials sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Lazard Asset Management history | Q2 2026 | 606.91K | $13.85M | 0.02% | Hold |
| UBS Group AG history | Q2 2026 | 154.45K | $3.52M | 0.00% | Reduce |
| Morgan Stanley history | Q2 2026 | 99.07K | $2.26M | 0.00% | Add |
| Millennium Management history | Q3 2025 | 8.72K | $229.80K | 0.00% | New |
| Bank of America Corp history | Q4 2025 | 8.94K | $223.33K | 0.00% | Reduce |
| PNC Financial Services history | Q2 2026 | 7.83K | $178.79K | 0.00% | Add |
| Wells Fargo & Co history | Q2 2026 | 1.91K | $43.55K | 0.00% | Reduce |
| JPMorgan Chase & Co history | Q2 2024 | 306 | $8.19K | 0.00% | Reduce |
| BlackRock Inc history | Q2 2026 | 250 | $5.71K | 0.00% | Hold |
New Positions (Q2 2026)
No fund opened a new position this quarter.
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 9 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Lazard Asset Management | 437.97K | 526.14K | 525.37K | 550.67K | 637.82K | 525.91K | 612.99K | 721.46K | 712.84K | 709.48K | 622.44K | 660.37K | 642.43K | 631.88K | 587.67K | 684.43K | 770.26K | 772.65K | 609.36K | 606.91K |
| UBS Group AG | 202.96K | 139.99K | 140.81K | 131.88K | 131.70K | 127.25K | 128.00K | 128.30K | 129.30K | 136.95K | 139.14K | 137.59K | 135.79K | 141.46K | 163.53K | 157.97K | 164.09K | 156.61K | 162.29K | 154.45K |
| Morgan Stanley | 15.56K | 18.35K | 18.32K | 21.78K | 29.44K | 57.06K | 73.29K | 77.02K | 77.77K | 82.67K | 93.53K | 101.43K | 109.49K | 111.80K | 121.56K | 165.63K | 171.22K | 181.24K | 97.73K | 99.07K |
| PNC Financial Services | — | — | — | — | — | 6.75K | 6.92K | 6.92K | 8.49K | 8.09K | 8.09K | 8.09K | 8.09K | 8.29K | 8.29K | 3.54K | 2.29K | 2.19K | 5.96K | 7.83K |
| Wells Fargo & Co | 494.72K | 2.85K | 4.50K | 13.61K | 12.23K | 53.44K | 60.61K | 1.55K | 1.55K | 1.99K | 2.59K | 2.15K | 2.14K | 884 | 2.14K | 86.23K | 2.10K | 2.13K | 1.93K | 1.91K |
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | — | 250 | 250 | 250 | 250 | 250 | 250 | 250 |
| Bank of America Corp | 53.38K | 55.56K | 62.95K | 106.55K | 127.65K | 99.14K | 93.46K | 105.19K | 119.85K | 131.25K | 123.91K | 120.51K | 106.22K | 110.25K | 60.92K | 14.41K | 13.12K | 8.94K | — | — |
| Millennium Management | — | 8.42K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 8.72K | — | — | — |
| JPMorgan Chase & Co | — | — | — | — | — | — | — | — | — | — | 400 | 306 | — | — | — | — | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details