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MORGAN STANLEY INDIA INVESTMENT FUND (IIF) SEC Filings

IIF NYSE
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Morgan Stanley India Investment Fund, Inc. (IIF) common shares were reported by City of London Investment Management Company Limited, a fund manager, as a beneficial ownership position of 1,219,023 shares, or 13.0% of the class, as of September 30, 2026. The reporting person reported sole voting and sole dispositive power over 1,219,023 shares in each category, with shared voting and dispositive power of zero. The shares are owned directly by City of London Funds and segregated accounts. One segregated account was identified as having the right to receive, or direct the receipt of, dividends or sale proceeds from more than 5% of the reported shares.

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Karpus Management, Inc., doing business as Karpus Investment Management, reports beneficial ownership of common stock of Morgan Stanley India Investment Fund, Inc. Karpus holds 477,621 shares, representing 5.09% of the outstanding common stock, on behalf of accounts it manages.

Karpus, a New York corporation and registered investment adviser, has sole voting and sole dispositive power over all 477,621 shares and no shared voting or dispositive power. The shares are owned directly by client accounts advised by Karpus, which exercises voting and investment power independently of its parent, City of London Investment Group plc.

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Saba Capital Management, L.P., Saba Capital Management GP, LLC and Boaz R. Weinstein jointly report beneficial ownership of 853,694 common shares of Morgan Stanley India Investment Fund, Inc., representing 9.04% of the fund’s outstanding shares. This percentage is based on 9,443,167 shares outstanding as of December 31, 2025. Approximately $22,209,345 has been paid to acquire these shares, funded by investor subscription proceeds, capital appreciation and ordinary-course margin account borrowings secured by other portfolio holdings. Transactions in the shares between March 24, 2026 and July 28, 2026 are detailed in Schedule A and were all executed in the open market. The purpose-of-transaction section is marked not applicable.

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City of London Investment Management Company Limited reported its beneficial ownership of common stock of Morgan Stanley India Investment Fund, Inc. as of June 30, 2026. It beneficially owns 1,041,724 shares, representing 11.1% of the class, with sole voting and sole dispositive power over all of these shares and no shared power. The shares are owned directly by various City of London-managed funds and unaffiliated segregated accounts for which City of London acts as investment adviser, and at least one segregated account has the right to receive dividends or sale proceeds on more than 5% of the reported shares.

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Morgan Stanley India Investment Fund, Inc. Schedule 13G/A shows City of London Investment Management Company Limited reports beneficial ownership of 949,628 shares of Common Stock (CUSIP 61745C105), equal to 10.1% of the class. The shares are owned directly by a group of City of London funds and segregated accounts over which the reporting person exercises sole voting and dispositive power. The filing is signed by Catrina Reagan, US Chief Compliance Officer, dated 05/15/2026.

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Lazard Asset Management LLC reports beneficial ownership of 609,359 shares (6.5%) in Morgan Stanley India Investment Fund In. The filing states Lazard has sole voting and sole dispositive power over the 609,359 shares. The filing is certified by Kyle DiGangi with a signature date of 05/15/2026.

This Schedule 13G discloses an institutional passive ownership stake and lists the filer’s address as 30 Rockefeller Plaza, New York.

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MORGAN STANLEY INDIA INVESTMENT FUND, INC. reported that James F. Kirchner, its Principal Financial Officer, filed an initial Form 3 statement of beneficial ownership. The filing lists no reported transactions or holdings, so it serves as a baseline regulatory disclosure of his status as an officer.

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Morgan Stanley India Investment Fund, Inc. Schedule 13G: Gates Foundation Trust and William H. Gates III report beneficial ownership of 471,222 shares, representing 5.0% of the issuer's common stock.

The filing states the disclosure is based on 9,422,610 shares outstanding as of April 13, 2026. The Trust holds shared voting and dispositive power over the 471,222 shares; William H. Gates III is reported as Trustee for purposes of Rule 13d-3.

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Saba Capital Management and related reporting persons filed Amendment No. 7 to disclose beneficial ownership of 755,897 common shares of Morgan Stanley India Investment Fund, Inc., equal to 8 % of the outstanding shares. This percentage is based on 9,443,167 shares outstanding as of 12/31/25, as reported in the fund’s N-CSR.

The reporting group, including Saba Capital Management, L.P., Saba Capital Management GP, LLC and Boaz R. Weinstein, reports shared voting and dispositive power over all 755,897 shares and no sole power. They state that approximately $19,990,518 was paid to acquire these shares, funded by investor subscriptions, capital appreciation and ordinary-course margin borrowings.

The purchases were made in the open market, with individual transactions between the prior amendment filed on 2/26/26 and the new event date of 03/23/2026 detailed in Schedule A. Dividends and sale proceeds from the shares are payable to funds and accounts advised by Saba Capital.

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IIF submitted a Form N-CEN annual report providing standardized operational and service-provider information for a registered investment company. The filing lists detailed broker and dealer activity, including aggregate brokerage commissions of 164,666.94 and multiple principal-transaction values such as 3,069,809.30 and 76,102,387.18.

The report is a regulatory disclosure of fund governance, service-provider relationships, securities-lending and rule-exemption checkboxes, and other operational items; it does not present audited financial statements or performance metrics in the excerpt provided.

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FAQ

How many MORGAN STANLEY INDIA INVESTMENT FUND (IIF) SEC filings are available on StockTitan?

StockTitan tracks 22 SEC filings for MORGAN STANLEY INDIA INVESTMENT FUND (IIF), including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and Form 4 insider trading disclosures. Each filing includes AI-generated summaries, impact scoring, and sentiment analysis.

When was the most recent SEC filing for MORGAN STANLEY INDIA INVESTMENT FUND (IIF)?

The most recent SEC filing for MORGAN STANLEY INDIA INVESTMENT FUND (IIF) was filed on October 23, 2026.