Morgan Stanley India Investment Fund Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 05/15/2026 | 949.63 K | $19.54 M | 47.03% | 10.01% |
| SABA CAPITAL MANAGEMENT, L.P. | 05/15/2026 | 755.90 K | $15.56 M | -23.56% | 7.96% |
| LAZARD ASSET MANAGEMENT LLC | 05/15/2026 | 609.36 K | $12.54 M | -21.13% | 6.42% |
| KARPUS MANAGEMENT, INC. | 05/14/2026 | 395.69 K | $8.14 M | 127.80% | 4.17% |
| UBS GROUP AG | 05/05/2026 | 162.29 K | $3.34 M | 3.63% | 1.71% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 05/14/2026 | 134.18 K | $2.76 M | 10.64% | 1.41% |
| MORGAN STANLEY | 05/15/2026 | 97.74 K | $2.01 M | -46.07% | 1.03% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 05/05/2026 | 90.02 K | $1.85 M | -4.91% | 0.95% |
| VERITION FUND MANAGEMENT LLC | 05/15/2026 | 88.89 K | $1.83 M | 10.22% | 0.94% |
| ALTIUM CAPITAL MANAGEMENT LP | 05/01/2026 | 79.03 K | $1.63 M | 170.56% | 0.83% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 74.63 K | $1.54 M | -21.13% | 0.79% |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 05/14/2026 | 73.67 K | $1.52 M | -63.07% | 0.78% |
| STRS OHIO | 04/24/2026 | 54.72 K | $1.13 M | 0.00% | 0.58% |
| ROYAL BANK OF CANADA | 05/15/2026 | 35.71 K | $735.00 K | 4.45% | 0.38% |
| EQUITABLE HOLDINGS, INC. | 05/15/2026 | 24.68 K | $508.00 K | 100.00% | 0.26% |
| JONES FINANCIAL COMPANIES LLLP | 05/15/2026 | 20.67 K | $416.07 K | -7.13% | 0.22% |
| GP BRINSON INVESTMENTS LLC | 04/01/2026 | 18.00 K | $370.44 K | 0.00% | 0.19% |
| CALAMOS ADVISORS LLC | 05/04/2026 | 16.21 K | $333.56 K | 13.52% | 0.17% |
| 06/01/2026 | 15.79 K | $324.92 K | 100.00% | 0.17% | |
| SAMALIN INVESTMENT COUNSEL, LLC | 04/23/2026 | 14.08 K | $289.73 K | 8.10% | 0.15% |
| GOULD ASSET MANAGEMENT LLC /CA/ | 05/06/2026 | 13.62 K | $280.38 K | 25.52% | 0.14% |
| WOLVERINE ASSET MANAGEMENT LLC | 05/04/2026 | 13.62 K | $280.34 K | 100.00% | 0.14% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 05/11/2026 | 12.67 K | $260.69 K | -0.24% | 0.13% |
| LPL FINANCIAL LLC | 05/06/2026 | 12.31 K | $253.34 K | 100.00% | 0.13% |
| 1607 CAPITAL PARTNERS, LLC | 05/15/2026 | 11.71 K | $240.91 K | 0.00% | 0.12% |
| MARIDEA WEALTH MANAGEMENT LLC | 04/21/2026 | 11.23 K | $231.20 K | 4.44% | 0.12% |
| NORTH STAR ASSET MANAGEMENT INC | 05/06/2026 | 10.29 K | $211.71 K | 0.00% | 0.11% |
| ANCORA ADVISORS, LLC | 05/15/2026 | 6.94 K | $142.76 K | 0.00% | 0.07% |
| PNC FINANCIAL SERVICES GROUP, INC. | 05/08/2026 | 5.96 K | $122.66 K | 172.15% | 0.06% |
| ALLWORTH FINANCIAL LP | 05/15/2026 | 4.49 K | $92.41 K | 0.00% | 0.05% |
| VANGUARD NATIONAL TRUST CO | 05/08/2026 | 3.17 K | $65.18 K | 100.00% | 0.03% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 2.90 K | $59.64 K | -6.85% | 0.03% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 1.93 K | $39.62 K | -9.58% | 0.02% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 05/08/2026 | 350 | $7.20 K | -74.07% | 0.00% |
| BLACKROCK, INC. | 05/13/2026 | 250 | $5.15 K | 0.00% | 0.00% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 05/07/2026 | 150 | $3.09 K | -23.47% | 0.00% |
| NATIONAL BANK OF CANADA /FI/ | 05/15/2026 | 115 | $2.36 K | 0.00% | 0.00% |
| GHP INVESTMENT ADVISORS, INC. | 04/21/2026 | 100 | $2.06 K | -66.67% | 0.00% |
| HOLLENCREST CAPITAL MANAGEMENT | 05/07/2026 | 72 | $1.48 K | 0.00% | 0.00% |
| SOA WEALTH ADVISORS, LLC. | 05/20/2026 | 42 | $864 | 0.00% | 0.00% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 0 | $0 | -100.00% | 0.00% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 0 | $0 | -100.00% | 0.00% |
| CIBC WORLD MARKET INC. | 05/14/2026 | 0 | $0 | -100.00% | 0.00% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 0 | $0 | -100.00% | 0.00% |
| BULLDOG INVESTORS, LLP | 05/08/2026 | 0 | $0 | -100.00% | 0.00% |
| THOMAS J. HERZFELD ADVISORS, INC. | 05/12/2026 | 0 | $0 | -100.00% | 0.00% |
| SRS CAPITAL ADVISORS, INC. | 05/13/2026 | 0 | $0 | -100.00% | 0.00% |
| SEACREST WEALTH MANAGEMENT, LLC | 04/15/2026 | 0 | $0 | -100.00% | 0.00% |
| CRESSET ASSET MANAGEMENT, LLC | 05/15/2026 | 0 | $0 | -100.00% | 0.00% |
| 04/16/2026 | 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, 69 institutional investors and hedge funds held shares of Morgan Stanley India Investment Fund Inc. The most heavily invested institutionals were:
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD: 949,628
Saba Capital Management, L.P.: 755,897
LAZARD ASSET MANAGEMENT LLC: 609,359
Karpus Management, Inc.: 395,688
UBS Group AG: 162,290
EVERGREEN CAPITAL MANAGEMENT LLC: 134,180
40.28% of Morgan Stanley India Investment Fund Inc stock is owned by institutional investors.
Institutional investors have bought a total of 4.46 M shares in the last 24 months. This purchase volume represents approximately $101.86 M in transactions.