MORGAN STANLEY INDIA INVESTMENT FUND, INC. - Equity (IIF) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / Equity
Symbol
IIF on NYSE
Shares outstanding
9,422,610
Price per share
$23.21
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
4,014,823
Total reported value
$100,563,621
% of total 13F portfolios
0%
Share change
+2,210
Value change
+$28,123
Number of holders
47
Price from insider filings
$23.21
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of MORGAN STANLEY INDIA INVESTMENT FUND, INC. - Equity (IIF) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
Saba Capital Management, L.P. 10% +12% $26,183,628 +$2,628,241 1,009,392 +11% Saba Capital Management, L.P. 23 Apr 2025
LAZARD ASSET MANAGEMENT LLC 8.2% +14% $19,007,288 +$2,170,360 772,654 +13% Lazard Asset Management LLC 31 Dec 2025
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 6.8% +34% $15,888,304 +$4,026,823 645,866 +34% City of London Investment Management Company Limited 31 Dec 2025

As of 31 Dec 2025, 47 institutional investors reported holding 4,014,823 shares of MORGAN STANLEY INDIA INVESTMENT FUND, INC. - Equity (IIF). This represents 43% of the company’s total 9,422,610 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of MORGAN STANLEY INDIA INVESTMENT FUND, INC. - Equity (IIF) together control 42% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
Saba Capital Management, L.P. 10% 988,924 -2.8% 0.83% $24,703,322
LAZARD ASSET MANAGEMENT LLC 8.2% 772,654 +0.31% 0.03% $19,300,897
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 6.9% 645,866 +34% 1.2% $16,133,733
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 2.1% 199,507 0% 0.02% $4,983,685
MORGAN STANLEY 1.9% 181,241 +5.9% 0% $4,527,404
Karpus Management, Inc. 1.8% 173,700 -1.1% 0.13% $4,339,026
UBS Group AG 1.7% 156,606 -4.6% 0% $3,912,018
Bulldog Investors, LLP 1.5% 144,096 -37% 0.8% $3,599,518
EVERGREEN CAPITAL MANAGEMENT LLC 1.3% 121,279 +5.7% 0.07% $3,261,942
Allspring Global Investments Holdings, LLC 1% 94,672 -43% 0% $2,364,907
STIFEL FINANCIAL CORP 1% 94,630 +8.1% 0% $2,363,914
Verition Fund Management LLC 0.86% 80,643 0% 0.01% $2,014,462
STRS OHIO 0.58% 54,716 0% 0.01% $1,366,806
ROYAL BANK OF CANADA 0.36% 34,188 +8.6% 0% $854,000
Altium Capital Management LLC 0.31% 29,210 2.9% $729,666
Pursuit Wealth Management LLC 0.3% 28,717 0% 0.62% $717,357
JONES FINANCIAL COMPANIES LLLP 0.24% 22,257 -10% 0% $555,982
GP Brinson Investments LLC 0.19% 18,000 0% 0.19% $449,640
Calamos Advisors LLC 0.15% 14,278 +32% 0% $356,664
Samalin Investment Counsel, LLC 0.14% 13,023 0% 0.12% $325,302
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.13% 12,698 0% 0.05% $317,196
1607 Capital Partners, LLC 0.12% 11,706 0% 0.02% $292,416
CIBC WORLD MARKET INC. 0.12% 11,350 0% $283,523
Cresset Asset Management, LLC 0.12% 11,251 0% $303,385
GOULD ASSET MANAGEMENT LLC /CA/ 0.12% 10,854 0% 0.05% $271,133

Institutional Holders of MORGAN STANLEY INDIA INVESTMENT FUND, INC. - Equity (IIF) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 4,014,823 $100,563,621 +$28,123 $24.98 47
2025 Q3 3,974,725 $104,750,647 +$3,914,618 $26.35 48
2025 Q2 3,815,456 $107,712,002 +$7,490,376 $28.23 46
2025 Q1 3,589,545 $87,550,162 +$4,609,263 $24.39 51
2024 Q4 3,406,584 $86,121,136 -$12,624,637 $25.27 53
2024 Q3 3,891,995 $117,083,334 +$6,779,064 $30.08 52
2024 Q2 3,650,352 $97,655,829 -$2,912,350 $26.75 47
2024 Q1 3,769,076 $86,461,927 -$5,484,020 $22.94 46
2023 Q4 4,010,343 $86,102,268 -$7,158,741 $21.47 44
2023 Q3 4,329,960 $96,769,420 -$6,907,037 $22.35 43
2023 Q2 4,640,195 $100,630,113 -$10,130,417 $21.67 44
2023 Q1 5,109,435 $99,488,872 -$9,051,200 $19.46 42
2022 Q4 5,573,498 $113,172,147 -$6,926,856 $20.30 41
2022 Q3 5,840,224 $135,948,981 -$5,131,520 $23.27 42
2022 Q2 6,063,647 $135,500,705 -$3,572,455 $22.35 47
2022 Q1 6,206,659 $155,860,184 -$2,694,264 $25.11 47
2021 Q4 6,276,563 $167,561,010 -$19,202,771 $26.70 45
2021 Q3 6,410,427 $177,198,277 -$667,196 $27.59 40
2021 Q2 6,436,416 $158,798,401 +$4,131,061 $24.67 41
2021 Q1 6,256,798 $145,867,994 +$11,432,493 $23.31 38
2020 Q4 5,769,809 $122,439,363 -$1,457,299 $21.21 37
2020 Q3 5,779,825 $100,135,205 -$26,500,511 $17.35 36
2020 Q2 7,527,872 $122,135,872 +$9,008,226 $16.24 42
2020 Q1 6,896,166 $87,684,843 +$5,086,457 $12.81 50
2019 Q4 6,423,937 $126,693,967 +$7,619,328 $19.89 48
2019 Q3 5,778,312 $108,441,557 +$20,688,135 $18.95 48
2019 Q2 4,659,833 $96,585,291 +$1,479,326 $20.97 43
2019 Q1 4,634,433 $96,867,270 -$4,288,688 $20.90 40
2018 Q4 4,842,252 $96,964,015 +$804,026 $20.05 47
2018 Q3 4,776,946 $111,852,026 -$5,069,806 $23.45 46
2018 Q2 4,935,375 $128,055,770 -$10,004,303 $25.90 44
2018 Q1 5,285,306 $160,981,114 -$23,619,312 $30.38 45
2017 Q4 6,051,425 $200,626,945 -$8,437,298 $33.15 43
2017 Q3 6,303,158 $215,928,287 -$493,441 $34.24 42
2017 Q2 6,318,032 $204,640,711 +$1,845,927 $32.37 42
2017 Q1 6,260,684 $197,191,000 -$2,238,132 $31.52 37
2016 Q4 6,365,244 $162,881,000 +$618,714 $25.62 38
2016 Q3 6,318,503 $179,457,000 -$3,318,218 $28.43 38
2016 Q2 6,450,408 $171,980,000 +$987,235 $26.67 40
2016 Q1 6,425,627 $160,779,000 +$7,607,352 $25.01 46
2015 Q4 6,126,026 $153,281,658 +$9,767,001 $25.47 47
2015 Q3 5,701,139 $150,182,582 +$10,880,967 $26.37 41
2015 Q2 5,314,928 $145,897,613 -$56,028 $27.46 42
2015 Q1 5,302,570 $147,892,014 -$14,206,552 $27.87 47
2014 Q4 5,780,326 $155,248,687 -$3,278,087 $26.87 42
2014 Q3 5,992,448 $149,047,076 +$11,605,421 $24.88 40
2014 Q2 5,531,390 $128,054,703 -$6,531,355 $23.16 48
2014 Q1 5,847,220 $114,670,313 +$15,068,153 $19.52 46