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5%+ stakes · Schedule 13D and 13G

Morgan Stanley India Investment Fund, Inc.: 5%+ holders

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Who has reported owning 5% or more of Morgan Stanley India Investment Fund, Inc., from Schedule 13D and 13G filings: each holder's stake as filed, the timeline, and the purpose each 13D states, quoted.

As of November 7, 2026, 5 holders' latest Schedule 13D or 13G filings report owning 5% or more of Morgan Stanley India Investment Fund, Inc. The largest reported stake is City of London Investment Management Company Limited's, at 13%. 13 filings are on record since August 14, 2025 (Schedule 13G/A, October 23, 2026).

Gates Foundation Trust also filed stake reports on 3 other companies ↓

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Key facts

  • · Reporting person: City of London Investment Management Company Limited · Sole voting: 1,219,023 · Shared voting: 0 · Sole dispositive: 1,219,023 · Shared dispositive: 0 · SCHEDULE 13G/A, 2026-10-23
  • · Reporting person: Karpus Management, Inc. · Sole voting: 477,621 · Shared voting: 0 · Sole dispositive: 477,621 · Shared dispositive: 0 · SCHEDULE 13G, 2026-08-14
  • · Reporting person: Saba Capital Management, L.P. · Sole voting: 0 · Shared voting: 853,694 · Sole dispositive: 0 · Shared dispositive: 853,694 · SCHEDULE 13D/A, 2026-07-30
  • · Holder: City of London Investment Management Company Limited · Percent: 11.1% · SCHEDULE 13G/A
  • · Holder: City of London Investment Management Company Limited · Percent: 10.1% · SCHEDULE 13G/A
At 5% or more5
Filings13
Latest filing2026-10-23

Morgan Stanley India Investment Fund, Inc. has 13 Schedule 13D or 13G filings on record since 2025-08-14. 5 holders' latest filing reports 5% or more of common stock. Each figure below is the holder's own, as filed, with the filing linked.

Holders

HolderPercentSharesLatestEvent date
City of London Investment Management Company Limited13%1,219,023SCHEDULE 13G/A, 2026-10-232026-09-30
Saba Capital Management, L.P.9.04%853,694SCHEDULE 13D/A, 2026-07-302026-07-28
Lazard Asset Management LLC6.5%609,359SCHEDULE 13G, 2026-05-152026-03-31
Karpus Management, Inc.5.09%477,621SCHEDULE 13G, 2026-08-142026-06-30
Gates Foundation Trust5%471,222SCHEDULE 13G, 2026-04-202026-04-13

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More on Morgan Stanley India Investment Fund, Inc. and the records around it.

Morgan Stanley India Investment Fund, Inc. elsewhere on the record

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Voting and dispositive power, as filed

Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
City of London Investment Management Company Limited1,219,02301,219,0230SCHEDULE 13G/A, 2026-10-23
Saba Capital Management, L.P.0853,6940853,694SCHEDULE 13D/A, 2026-07-30
Boaz R. Weinstein0853,6940853,694SCHEDULE 13D/A, 2026-07-30
Saba Capital Management GP, LLC0853,6940853,694SCHEDULE 13D/A, 2026-07-30
Karpus Management, Inc.477,6210477,6210SCHEDULE 13G, 2026-08-14

The latest filing identifies Morgan Stanley India Investment Fund, Inc. by CUSIP 61745C105 and gives its principal executive office as 1585 Broadway, New York, NY 10036 (SCHEDULE 13G/A, 2026-10-23).

Source of funds (Item 3)

Funds for the purchase of the Common Shares were derived from the subscription proceeds from investors and the capital appreciation thereon and margin account borrowings made in the ordinary course of business. In such instances, the positions held in the margin accounts are pledged as collateral security for the repayment of debit balances in the account, which may exist from time to time. Since other securities are held in the margin accounts, it is not possible to determine the amounts, if any, of margin used to purchase the Common Shares reported herein.Saba Capital Management, L.P., SCHEDULE 13D/A, 2026-07-30

Purpose of Transaction (Item 4)

Saba Capital Management, L.P.

Not Applicable.Item 4 of the SCHEDULE 13D/A filed 2026-07-30

Timeline

FiledHolderPercentFiling
2025-08-14Lazard Asset Management LLC7.2%SCHEDULE 13G/A
2025-11-14City of London Investment Management Company Limited5.1%SCHEDULE 13G
2026-02-13City of London Investment Management Company Limited6.8%SCHEDULE 13G/A
2026-02-17Lazard Asset Management LLC8.2%SCHEDULE 13G
2026-02-26Saba Capital Management, L.P.9.16%SCHEDULE 13D/A
2026-03-24Saba Capital Management, L.P.8%SCHEDULE 13D/A
2026-04-20Gates Foundation Trust5%SCHEDULE 13G
2026-05-15City of London Investment Management Company Limited10.1%SCHEDULE 13G/A
2026-05-15Lazard Asset Management LLC6.5%SCHEDULE 13G
2026-07-24City of London Investment Management Company Limited11.1%SCHEDULE 13G/A
2026-07-30Saba Capital Management, L.P.9.04%SCHEDULE 13D/A
2026-08-14Karpus Management, Inc.5.09%SCHEDULE 13G
2026-10-23City of London Investment Management Company Limited13%SCHEDULE 13G/A

Questions about who owns Morgan Stanley India Investment Fund, Inc.

Who owns Morgan Stanley India Investment Fund, Inc.?

On this page, 5 holders' latest ownership filings report 5% or more of Morgan Stanley India Investment Fund, Inc.: City of London Investment Management Company Limited (13%, Schedule 13G/A, filed 2026-10-23), Saba Capital Management, L.P. (9.04%, Schedule 13D/A, filed 2026-07-30), Lazard Asset Management LLC (6.5%, Schedule 13G, filed 2026-05-15), Karpus Management, Inc. (5.09%, Schedule 13G, filed 2026-08-14) and Gates Foundation Trust (5%, Schedule 13G, filed 2026-04-20).

Who are the largest shareholders of Morgan Stanley India Investment Fund, Inc.?

By the share each holder's latest filing reports, the largest holders of Morgan Stanley India Investment Fund, Inc. on this page are City of London Investment Management Company Limited (13%), Saba Capital Management, L.P. (9.04%) and Lazard Asset Management LLC (6.5%).

When did City of London Investment Management Company Limited buy into Morgan Stanley India Investment Fund, Inc.?

The filings give report dates, not purchase dates. The earliest filing from City of London Investment Management Company Limited on this page is the Schedule 13G, filed 2025-11-14, reporting 5.1%; its latest, Schedule 13G/A filed 2026-10-23, reports 13%.

Is this an audit or a full list?

Neither. The ownership list on this page covers only Schedule 13D and 13G filings, which holders make once they own 5% or more of a class of shares (an amendment can report a stake that has since fallen below 5%); 13 such filings are shown here. It is not an audit and not a full cap table: holders who never reached 5% are not listed, and a stake can change after its latest filing.

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Where this comes from

Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.

Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.

Cite this page

Permanent URL: https://mentionfox.com/stakes/morgan-stanley-india-investment-fund
Last updated 2026-11-07
Primary record: SEC filing 1 · SEC filing 2 · SEC filing 3 · SEC filing 4
Who owns 5% or more of Morgan Stanley India Investment Fund, Inc.? 5 holders at 5% or more, largest City of London Investment Management Company Limited 13%. MentionFox, 2026-11-07. https://mentionfox.com/stakes/morgan-stanley-india-investment-fund