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

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

Type / Class
Equity / Common Stock
Symbol
IIF on NYSE
Shares outstanding
9,454,392
Price per share
$24.98
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
3,974,725
Total reported value
$104,750,647
% of total 13F portfolios
0%
Share change
+159,269
Value change
+$3,914,613
Number of holders
48
Price from insider filings
$24.98
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of MORGAN STANLEY INDIA INVESTMENT FUND, INC. - Common Stock (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% $23,670,242 +$2,375,954 1,009,392 +11% Saba Capital Management, L.P. 23 Apr 2025
LAZARD ASSET MANAGEMENT LLC 7.2% +18% $18,335,826 +$2,592,227 684,428 +16% Lazard Asset Management LLC 30 Jun 2025
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 5.1% $12,705,285 482,174 City of London Investment Management Company Limited 30 Sep 2025

As of 30 Sep 2025, 48 institutional investors reported holding 3,974,725 shares of MORGAN STANLEY INDIA INVESTMENT FUND, INC. - Common Stock (IIF). This represents 42% of the company’s total 9,454,392 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of MORGAN STANLEY INDIA INVESTMENT FUND, INC. - Common Stock (IIF) together control 41% 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. 11% 1,016,952 0% 0.89% $26,796,685
LAZARD ASSET MANAGEMENT LLC 8.1% 770,263 +13% 0.03% $20,296,430
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 5.1% 482,174 +366% 0.94% $12,705,285
Bulldog Investors, LLP 2.4% 229,537 -23% 1.4% $6,048,300
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 2.1% 199,507 +8.4% 0.02% $5,257,009
Karpus Management, Inc. 1.9% 175,552 -21% 0.15% $4,625,795
MORGAN STANLEY 1.8% 171,222 +3.4% 0% $4,511,700
Allspring Global Investments Holdings, LLC 1.7% 165,444 -17% 0.01% $4,359,449
UBS Group AG 1.7% 164,089 +3.9% 0% $4,323,746
EVERGREEN CAPITAL MANAGEMENT LLC 1.2% 114,771 +2.3% 0.07% $3,024,216
STIFEL FINANCIAL CORP 0.93% 87,536 +1.8% 0% $2,306,652
Verition Fund Management LLC 0.85% 80,643 +14% 0.01% $2,124,943
STRS OHIO 0.58% 54,716 0% 0.01% $1,441,767
ROYAL BANK OF CANADA 0.33% 31,468 +19% 0% $829,000
JONES FINANCIAL COMPANIES LLLP 0.26% 24,728 +1.2% 0% $654,550
GP Brinson Investments LLC 0.19% 18,000 0% 0.19% $474,300
SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.18% 17,377 0% $457,884
BANK OF AMERICA CORP /DE/ 0.14% 13,118 -8.9% 0% $345,647
Samalin Investment Counsel, LLC 0.14% 13,023 -7.1% 0.12% $343,143
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.13% 12,698 +21% 0.05% $334,592
JANE STREET GROUP, LLC 0.13% 11,852 0% $312,300
1607 Capital Partners, LLC 0.12% 11,706 -17% 0.02% $308,453
GOULD ASSET MANAGEMENT LLC /CA/ 0.11% 10,854 +3.6% 0.05% $286,003
Calamos Advisors LLC 0.11% 10,804 +22% 0% $284,685
Maridea Wealth Management LLC 0.11% 10,561 +13% 0.05% $289,575

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

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 132,349 $3,306,416 -$1,740,496 $24.98 6
2025 Q3 3,974,725 $104,750,647 +$3,914,613 $26.35 48
2025 Q2 3,815,456 $107,712,002 +$7,490,377 $28.23 46
2025 Q1 3,589,545 $87,550,162 +$4,609,263 $24.39 51
2024 Q4 3,406,484 $86,118,705 -$12,627,171 $25.27 53
2024 Q3 3,891,995 $117,083,334 +$6,779,027 $30.08 52
2024 Q2 3,650,353 $97,655,870 -$2,912,320 $26.75 47
2024 Q1 3,769,076 $86,461,927 -$5,494,970 $22.94 46
2023 Q4 3,998,943 $85,857,510 -$7,264,031 $21.47 42
2023 Q3 4,329,660 $96,762,715 -$6,907,037 $22.35 42
2023 Q2 4,639,895 $100,623,612 -$10,130,414 $21.67 43
2023 Q1 5,109,135 $99,483,034 -$9,052,000 $19.46 41
2022 Q4 5,572,198 $113,146,057 -$6,869,527 $20.30 39
2022 Q3 5,839,924 $135,942,000 -$5,131,510 $23.27 41
2022 Q2 6,063,347 $135,494,000 -$3,561,200 $22.35 46
2022 Q1 6,206,359 $155,852,651 -$2,670,553 $25.11 46
2021 Q4 6,273,468 $167,478,000 -$6,005,307 $26.70 43
2021 Q3 6,410,227 $177,192,000 -$664,647 $27.59 39
2021 Q2 6,436,116 $158,791,000 +$4,131,061 $24.67 40
2021 Q1 6,256,498 $145,861,000 +$11,432,478 $23.31 37
2020 Q4 5,769,509 $122,433,000 -$1,459,878 $21.21 36
2020 Q3 5,761,259 $99,813,000 -$25,995,284 $17.35 33
2020 Q2 7,510,208 $121,849,000 +$9,089,291 $16.24 38
2020 Q1 6,827,493 $87,585,000 +$5,081,062 $12.81 47
2019 Q4 6,346,133 $126,310,000 +$7,650,854 $19.89 45
2019 Q3 5,716,352 $108,373,872 +$20,706,847 $18.95 46
2019 Q2 4,596,183 $96,516,000 +$1,404,327 $20.97 41
2019 Q1 4,634,585 $96,873,000 -$4,292,370 $20.90 40
2018 Q4 4,842,483 $96,970,000 +$816,025 $20.05 48
2018 Q3 4,776,646 $111,845,000 -$5,924,622 $23.45 45
2018 Q2 4,935,075 $128,048,000 -$10,004,288 $25.90 43
2018 Q1 5,285,006 $160,972,000 -$23,619,337 $30.38 44
2017 Q4 6,051,125 $200,617,000 -$8,437,297 $33.15 42
2017 Q3 6,302,858 $215,918,000 -$493,439 $34.24 41
2017 Q2 6,317,715 $204,630,000 +$1,842,689 $32.37 40
2017 Q1 6,260,684 $197,191,000 +$245,870 $31.52 37
2016 Q4 6,268,284 $160,397,000 +$815,085 $25.62 37
2016 Q3 6,213,878 $176,483,000 -$3,272,885 $28.43 37
2016 Q2 6,343,678 $169,134,000 -$1,417,212 $26.67 38
2016 Q1 6,316,822 $158,058,000 +$7,608,095 $25.01 45
2015 Q4 6,017,191 $150,509,658 +$9,828,638 $25.47 46
2015 Q3 5,589,884 $147,247,582 +$10,843,773 $26.37 40
2015 Q2 5,205,083 $142,881,613 -$3,072,037 $27.46 41
2015 Q1 5,302,570 $147,892,014 -$14,227,890 $27.87 47
2014 Q4 5,780,326 $155,248,687 -$3,278,093 $26.87 42
2014 Q3 5,992,448 $149,047,076 +$11,605,442 $24.88 40
2014 Q2 5,531,390 $128,054,703 -$6,388,951 $23.16 49
2014 Q1 5,847,220 $114,670,313 +$763,987 $19.52 46