Morgan Stanley India Investment Fund Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| SABA CAPITAL MANAGEMENT, L.P. | 02/17/2026 | 988.92 K | $24.70 M | -2.76% | 10.37% |
| LAZARD ASSET MANAGEMENT LLC | 02/17/2026 | 772.65 K | $19.30 M | 0.31% | 8.10% |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 02/13/2026 | 645.87 K | $16.13 M | 33.95% | 6.77% |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 02/17/2026 | 199.51 K | $4.98 M | 0.00% | 2.09% |
| MORGAN STANLEY | 02/13/2026 | 181.24 K | $4.53 M | 5.85% | 1.90% |
| KARPUS MANAGEMENT, INC. | 02/17/2026 | 173.70 K | $4.34 M | -1.06% | 1.82% |
| UBS GROUP AG | 01/29/2026 | 156.61 K | $3.91 M | -4.56% | 1.64% |
| BULLDOG INVESTORS, LLP | 02/13/2026 | 144.10 K | $3.60 M | -37.22% | 1.51% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 01/27/2026 | 121.28 K | $3.26 M | 5.67% | 1.27% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 01/15/2026 | 94.67 K | $2.36 M | -42.78% | 0.99% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 94.63 K | $2.36 M | 8.10% | 0.99% |
| VERITION FUND MANAGEMENT LLC | 02/13/2026 | 80.64 K | $2.01 M | 0.00% | 0.85% |
| STRS OHIO | 02/02/2026 | 54.72 K | $1.37 M | 0.00% | 0.57% |
| ROYAL BANK OF CANADA | 02/17/2026 | 34.19 K | $854.00 K | 8.64% | 0.36% |
| ALTIUM CAPITAL MANAGEMENT LP | 02/06/2026 | 29.21 K | $729.67 K | 100.00% | 0.31% |
| 01/26/2026 | 28.72 K | $717.36 K | 100.00% | 0.30% | |
| JONES FINANCIAL COMPANIES LLLP | 02/17/2026 | 22.26 K | $555.98 K | -9.99% | 0.23% |
| GP BRINSON INVESTMENTS LLC | 01/02/2026 | 18.00 K | $449.64 K | 0.00% | 0.19% |
| CALAMOS ADVISORS LLC | 01/29/2026 | 14.28 K | $356.66 K | 32.15% | 0.15% |
| SAMALIN INVESTMENT COUNSEL, LLC | 01/30/2026 | 13.02 K | $325.30 K | 0.00% | 0.14% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 02/09/2026 | 12.70 K | $317.20 K | 0.00% | 0.13% |
| 1607 CAPITAL PARTNERS, LLC | 02/17/2026 | 11.71 K | $292.42 K | 0.00% | 0.12% |
| CIBC WORLD MARKET INC. | 02/10/2026 | 11.35 K | $283.52 K | 100.00% | 0.12% |
| CRESSET ASSET MANAGEMENT, LLC | 02/17/2026 | 11.25 K | $303.39 K | 100.00% | 0.12% |
| GOULD ASSET MANAGEMENT LLC /CA/ | 02/17/2026 | 10.85 K | $271.13 K | 0.00% | 0.11% |
| MARIDEA WEALTH MANAGEMENT LLC | 01/08/2026 | 10.76 K | $268.68 K | 1.85% | 0.11% |
| NORTH STAR ASSET MANAGEMENT INC | 02/09/2026 | 10.29 K | $256.97 K | -0.50% | 0.11% |
| 02/17/2026 | 9.17 K | $247.30 K | 100.00% | 0.10% | |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 8.94 K | $223.33 K | -31.85% | 0.09% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 8.92 K | $222.90 K | -48.65% | 0.09% |
| SEACREST WEALTH MANAGEMENT, LLC | 01/12/2026 | 8.70 K | $217.67 K | 11.54% | 0.09% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 8.59 K | $214.53 K | 100.00% | 0.09% |
| ANCORA ADVISORS, LLC | 02/17/2026 | 6.94 K | $173.29 K | 0.00% | 0.07% |
| ALLWORTH FINANCIAL LP | 02/05/2026 | 4.49 K | $112.16 K | -11.79% | 0.05% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 3.11 K | $77.71 K | -15.70% | 0.03% |
| PNC FINANCIAL SERVICES GROUP, INC. | 02/06/2026 | 2.19 K | $54.71 K | -4.37% | 0.02% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 2.13 K | $53.19 K | 1.14% | 0.02% |
| SRS CAPITAL ADVISORS, INC. | 02/13/2026 | 1.64 K | $40.99 K | 0.06% | 0.02% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 02/12/2026 | 1.35 K | $33.72 K | 0.00% | 0.01% |
| THOMAS J. HERZFELD ADVISORS, INC. | 02/13/2026 | 391 | $9.77 K | 0.00% | 0.00% |
| GHP INVESTMENT ADVISORS, INC. | 01/27/2026 | 300 | $7.49 K | 0.00% | 0.00% |
| BLACKROCK, INC. | 02/12/2026 | 250 | $6.25 K | 0.00% | 0.00% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 02/10/2026 | 196 | $4.90 K | 0.00% | 0.00% |
| TRUST CO OF VERMONT | 01/16/2026 | 179 | $4.47 K | 0.00% | 0.00% |
| NATIONAL BANK OF CANADA /FI/ | 02/17/2026 | 115 | $2.87 K | 0.00% | 0.00% |
| HOLLENCREST CAPITAL MANAGEMENT | 02/12/2026 | 72 | $1.80 K | 0.00% | 0.00% |
| SOA WEALTH ADVISORS, LLC. | 01/20/2026 | 42 | $1.05 K | 0.00% | 0.00% |
| BARCLAYS PLC | 02/13/2026 | 0 | $0 | -100.00% | 0.00% |
| CSS LLC/IL | 02/17/2026 | 0 | $0 | -100.00% | 0.00% |
| MILLENNIUM MANAGEMENT LLC | 02/17/2026 | 0 | $0 | -100.00% | 0.00% |
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Morgan Stanley India Investment Fund Inc institutional Ownership - FAQ's
During the previous two years, 75 institutional investors and hedge funds held shares of Morgan Stanley India Investment Fund Inc. The most heavily invested institutionals were:
UBS Group AG: 162,290
Allspring Global Investments Holdings, LLC: 90,022
Altium Capital Management LP: 79,031
STRS OHIO: 54,716
GP Brinson Investments LLC: 18,000
Calamos Advisors LLC: 16,208
42.11% of Morgan Stanley India Investment Fund Inc stock is owned by institutional investors.
Institutional investors have bought a total of 4.79 M shares in the last 24 months. This purchase volume represents approximately $109.37 M in transactions.