India Fund Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 05/15/2026 | 1.24 M | $14.09 M | 6.49% | 2.96% |
| PENSERRA CAPITAL MANAGEMENT LLC | 05/11/2026 | 1.11 M | $12.60 M | 156.64% | 2.65% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 623.65 K | $7.06 M | 10.76% | 1.49% |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 05/15/2026 | 580.62 K | $6.57 M | -66.89% | 1.38% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 291.19 K | $3.30 M | 22.51% | 0.69% |
| LPL FINANCIAL LLC | 05/06/2026 | 268.09 K | $3.03 M | 52.37% | 0.64% |
| UBS GROUP AG | 05/05/2026 | 246.54 K | $2.79 M | 4.17% | 0.59% |
| STRS OHIO | 04/24/2026 | 240.00 K | $2.72 M | 0.00% | 0.57% |
| LAZARD ASSET MANAGEMENT LLC | 05/15/2026 | 207.85 K | $2.35 M | -6.23% | 0.50% |
| JANNEY MONTGOMERY SCOTT LLC | 04/22/2026 | 193.26 K | $2.19 M | 36.16% | 0.46% |
| ROYAL BANK OF CANADA | 05/15/2026 | 136.40 K | $1.54 M | -3.08% | 0.32% |
| 04/22/2026 | 95.93 K | $1.09 M | 31.44% | 0.23% | |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 89.05 K | $1.01 M | 8.84% | 0.21% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 62.59 K | $708.55 K | 26.89% | 0.15% |
| EP WEALTH ADVISORS, LLC | 05/14/2026 | 56.01 K | $634.06 K | -5.12% | 0.13% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 52.13 K | $590.06 K | -45.71% | 0.12% |
| COLONY GROUP, LLC | 05/15/2026 | 49.20 K | $556.94 K | 18.01% | 0.12% |
| ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC | 04/28/2026 | 47.50 K | $537.70 K | 90.00% | 0.11% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 43.72 K | $494.97 K | 47.55% | 0.10% |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 05/14/2026 | 39.17 K | $443.35 K | -29.99% | 0.09% |
| 05/04/2026 | 30.91 K | $349.89 K | -1.90% | 0.07% | |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 05/08/2026 | 30.73 K | $347.84 K | 7.41% | 0.07% |
| CIBC WORLD MARKET INC. | 05/14/2026 | 28.95 K | $327.75 K | -58.34% | 0.07% |
| BEACON POINTE ADVISORS, LLC | 05/15/2026 | 24.97 K | $282.66 K | 6.20% | 0.06% |
| CITADEL ADVISORS LLC | 05/15/2026 | 24.30 K | $275.03 K | 100.00% | 0.06% |
| XTX TOPCO LTD | 05/15/2026 | 23.20 K | $262.61 K | -52.24% | 0.06% |
| C2P CAPITAL ADVISORY GROUP, LLC D.B.A. PROSPERITY CAPITAL ADVISORS | 04/09/2026 | 22.84 K | $258.51 K | 65.33% | 0.05% |
| CALAMOS ADVISORS LLC | 05/04/2026 | 20.66 K | $233.89 K | 13.52% | 0.05% |
| MIRACLE MILE ADVISORS, LLC | 04/08/2026 | 19.12 K | $216.43 K | 1.97% | 0.05% |
| NEWEDGE ADVISORS, LLC | 06/03/2026 | 18.99 K | $214.96 K | 2.41% | 0.05% |
| TRUIST FINANCIAL CORP | 04/27/2026 | 18.16 K | $205.53 K | -8.34% | 0.04% |
| PETTINGA FINANCIAL ADVISORS, LLC | 04/13/2026 | 17.00 K | $192.44 K | 0.00% | 0.04% |
| 04/22/2026 | 15.74 K | $178.18 K | 100.00% | 0.04% | |
| WAVERLY ADVISORS, LLC | 05/15/2026 | 14.95 K | $169.19 K | 27.98% | 0.04% |
| ONE8ZERO8, LLC | 05/07/2026 | 14.52 K | $164.31 K | 10.71% | 0.03% |
| VIRTU FINANCIAL LLC | 05/14/2026 | 14.11 K | $160.00 K | -15.44% | 0.03% |
| NWAM LLC | 05/04/2026 | 12.78 K | $144.61 K | 9.47% | 0.03% |
| NORTHERN TRUST CORP | 05/14/2026 | 11.69 K | $132.38 K | 100.00% | 0.03% |
| MARINER, LLC | 05/13/2026 | 10.97 K | $124.21 K | 0.70% | 0.03% |
| HUDSON PORTFOLIO MANAGEMENT LLC | 05/14/2026 | 10.82 K | $122.52 K | 0.00% | 0.03% |
| KOVACK ADVISORS, INC. | 05/13/2026 | 10.64 K | $120.45 K | 100.00% | 0.03% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 10.18 K | $115.00 K | -51.17% | 0.02% |
| INTEGRITY WEALTH ADVISORS, INC. | 05/14/2026 | 10.13 K | $114.65 K | 0.00% | 0.02% |
| LEVIN CAPITAL STRATEGIES, L.P. | 05/13/2026 | 10.00 K | $113.20 K | -50.00% | 0.02% |
| ALLWORTH FINANCIAL LP | 05/15/2026 | 2.50 K | $28.30 K | 13.64% | 0.01% |
| CLEARSTEAD ADVISORS, LLC | 05/06/2026 | 2.49 K | $28.15 K | 0.00% | 0.01% |
| WOLVERINE ASSET MANAGEMENT LLC | 05/04/2026 | 2.48 K | $28.03 K | -95.79% | 0.01% |
| NATIONAL BANK OF CANADA /FI/ | 05/15/2026 | 2.20 K | $24.90 K | 29.41% | 0.01% |
| CULLEN/FROST BANKERS, INC. | 05/05/2026 | 1.85 K | $20.92 K | 0.00% | 0.00% |
| FARTHER FINANCE ADVISORS, LLC | 04/07/2026 | 1.79 K | $20.03 K | 10.75% | 0.00% |
India Fund Inc institutional Ownership - FAQ's
During the previous two years, 121 institutional investors and hedge funds held shares of India Fund Inc. The most heavily invested institutionals were:
MORGAN STANLEY: 1.24 M
Penserra Capital Management LLC: 1.11 M
Cetera Investment Advisers: 623,652
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD: 580,623
RAYMOND JAMES FINANCIAL INC: 291,185
LPL Financial LLC: 268,091
14.60% of India Fund Inc stock is owned by institutional investors.
Institutional investors have bought a total of 7.27 M shares in the last 24 months. This purchase volume represents approximately $89.72 M in transactions.