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 | 07/31/2026 | 1.04 M | $23.77 M | 9.70% | 11.10% |
| SABA CAPITAL MANAGEMENT, L.P. | 08/14/2026 | 782.73 K | $17.86 M | 3.55% | 8.34% |
| LAZARD ASSET MANAGEMENT LLC | 08/14/2026 | 606.91 K | $13.85 M | -0.40% | 6.47% |
| KARPUS MANAGEMENT, INC. | 08/14/2026 | 477.62 K | $10.90 M | 20.71% | 5.09% |
| UBS GROUP AG | 08/13/2026 | 154.45 K | $3.52 M | -4.83% | 1.65% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 07/23/2026 | 140.79 K | $3.21 M | 4.92% | 1.50% |
| MORGAN STANLEY | 08/13/2026 | 99.07 K | $2.26 M | 1.37% | 1.06% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 08/13/2026 | 90.02 K | $2.05 M | 0.00% | 0.96% |
| VERITION FUND MANAGEMENT LLC | 08/14/2026 | 87.63 K | $2.00 M | -1.42% | 0.93% |
| ALTIUM CAPITAL MANAGEMENT LP | 08/12/2026 | 79.03 K | $1.80 M | 0.00% | 0.84% |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 08/17/2026 | 73.67 K | $1.68 M | 0.00% | 0.78% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 70.94 K | $1.62 M | -4.94% | 0.76% |
| CARY STREET PARTNERS FINANCIAL LLC | 07/17/2026 | 59.10 K | $1.35 M | 100.00% | 0.63% |
| STRS OHIO | 07/30/2026 | 54.72 K | $1.25 M | 0.00% | 0.58% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 43.13 K | $984.20 K | 100.00% | 0.46% |
| ROYAL BANK OF CANADA | 08/14/2026 | 38.07 K | $869.00 K | 6.61% | 0.41% |
| BANK OF MONTREAL /CAN/ | 08/12/2026 | 28.06 K | $640.33 K | 100.00% | 0.30% |
| FINANCIAL SOLUTIONS ADVISORY GROUP, INC. | 07/13/2026 | 19.42 K | $442.07 K | 23.02% | 0.21% |
| GP BRINSON INVESTMENTS LLC | 07/01/2026 | 18.00 K | $410.76 K | 0.00% | 0.19% |
| XTX TOPCO LTD | 08/14/2026 | 17.62 K | $401.97 K | 100.00% | 0.19% |
| CALAMOS ADVISORS LLC | 07/31/2026 | 15.04 K | $343.28 K | -7.19% | 0.16% |
| JONES FINANCIAL COMPANIES LLLP | 08/14/2026 | 14.71 K | $334.04 K | -28.84% | 0.16% |
| GOULD ASSET MANAGEMENT LLC /CA/ | 08/06/2026 | 13.62 K | $310.90 K | 0.00% | 0.15% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 08/06/2026 | 12.67 K | $289.06 K | 0.00% | 0.13% |
| SAMALIN INVESTMENT COUNSEL, LLC | 07/27/2026 | 12.13 K | $276.91 K | -13.81% | 0.13% |
| MARIDEA WEALTH MANAGEMENT LLC | 08/06/2026 | 12.10 K | $276.04 K | 7.67% | 0.13% |
| 1607 CAPITAL PARTNERS, LLC | 09/02/2026 | 11.21 K | $255.72 K | -4.27% | 0.12% |
| HRT FINANCIAL LP | 08/14/2026 | 11.16 K | $254.00 K | 100.00% | 0.12% |
| DAKOTA WEALTH MANAGEMENT | 08/07/2026 | 10.36 K | $236.30 K | 100.00% | 0.11% |
| NORTH STAR ASSET MANAGEMENT INC | 08/18/2026 | 10.29 K | $234.73 K | -0.01% | 0.11% |
| LPL FINANCIAL LLC | 08/07/2026 | 9.20 K | $209.92 K | -25.27% | 0.10% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 8.86 K | $202.25 K | 100.00% | 0.09% |
| PNC FINANCIAL SERVICES GROUP, INC. | 08/07/2026 | 7.84 K | $178.80 K | 31.46% | 0.08% |
| ANCORA ADVISORS, LLC | 08/14/2026 | 6.94 K | $158.30 K | 0.00% | 0.07% |
| ALLWORTH FINANCIAL LP | 08/11/2026 | 3.99 K | $91.05 K | -11.14% | 0.04% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 3.77 K | $86.05 K | 30.13% | 0.04% |
| VANGUARD NATIONAL TRUST CO | 08/13/2026 | 3.17 K | $72.27 K | 0.00% | 0.03% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 1.91 K | $43.55 K | -0.88% | 0.02% |
| SRS CAPITAL ADVISORS, INC. | 08/10/2026 | 1.64 K | $37.44 K | 100.00% | 0.02% |
| MERCER GLOBAL ADVISORS INC /ADV | 08/11/2026 | 1.55 K | $35.28 K | 100.00% | 0.02% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 08/13/2026 | 350 | $7.99 K | 0.00% | 0.00% |
| BLACKROCK, INC. | 08/07/2026 | 250 | $5.71 K | 0.00% | 0.00% |
| TRUST CO OF VERMONT | 08/07/2026 | 179 | $4.09 K | 100.00% | 0.00% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 08/12/2026 | 150 | $3.42 K | 0.00% | 0.00% |
| NATIONAL BANK OF CANADA /FI/ | 08/10/2026 | 115 | $2.62 K | 0.00% | 0.00% |
| GHP INVESTMENT ADVISORS, INC. | 07/20/2026 | 100 | $2.28 K | 0.00% | 0.00% |
| HOLLENCREST CAPITAL MANAGEMENT | 08/13/2026 | 72 | $1.64 K | 0.00% | 0.00% |
| SOA WEALTH ADVISORS, LLC. | 07/21/2026 | 42 | $958 | 0.00% | 0.00% |
| WOLVERINE ASSET MANAGEMENT LLC | 08/10/2026 | 0 | $0 | -100.00% | 0.00% |
| EQUITABLE HOLDINGS, INC. | 08/17/2026 | 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, 70 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: 1.04 M
Saba Capital Management, L.P.: 782,728
LAZARD ASSET MANAGEMENT LLC: 606,913
Karpus Management, Inc.: 477,621
UBS Group AG: 154,451
EVERGREEN CAPITAL MANAGEMENT LLC: 140,787
44.28% of Morgan Stanley India Investment Fund Inc stock is owned by institutional investors.
Institutional investors have bought a total of 4.81 M shares in the last 24 months. This purchase volume represents approximately $109.82 M in transactions.