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5%+ stakes · Schedule 13D and 13G

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

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.

At 5% or more5
Filings12
Latest filing2026-08-14

Morgan Stanley India Investment Fund, Inc. has 12 Schedule 13D or 13G filings on record since 2025-08-14. 5 holders' latest filing reports 5% or more of common. Each figure below is the holder's own, as filed, with the filing linked.

Holders

HolderPercentSharesLatestEvent date
City of London Investment Management Company Limited11.1%1,041,724SCHEDULE 13G/A, 2026-07-242026-06-30
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

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

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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 2026-09-27
Primary record: SEC filing 1 · SEC filing 2 · SEC filing 3 · SEC filing 4
Morgan Stanley India Investment Fund, Inc. 5%+ holders: 5 at 5% or more, largest City of London Investment Management Company Limited 11.1%. MentionFox, 2026-09-27. https://mentionfox.com/stakes/morgan-stanley-india-investment-fund