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Lazard Asset Management holds 609,359 shares in Morgan Stanley India (IIF)

(Moderate)
(Neutral)
Form Type
SCHEDULE 13G

Rhea-AI Filing Summary

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.

Positive

  • None.

Negative

  • None.

Insights

Lazard holds a 6.5% passive stake in Morgan Stanley India Investment Fund In.

The filing reports 609,359 shares beneficially owned with sole voting and dispositive power, indicating direct control of voting decisions for this position. The Schedule 13G format signals an institutional, passive reporting status rather than an active activist intent.

Monitor subsequent filings for any change to Form 13D or additional disclosures; timing of any portfolio moves is not stated in the excerpt.

Sole voting power is explicitly reported for the entire position.

The entry shows the filer both votes and disposes of the 609,359 shares, which centralizes voting authority. This is relevant for proxy matters where a 6.5% holder can influence shareholder votes depending on turnout and vote distribution.

Disclosure is dated 05/15/2026; any governance impact depends on future voting agendas and whether the position is maintained or changed in later filings.

Shares beneficially owned 609,359 shares Amount beneficially owned as reported in Item 4
Percent of class 6.5% Percent of class as reported in Item 4
Sole voting power 609,359 shares Sole power to vote or to direct the vote, Item 4(i)
Sole dispositive power 609,359 shares Sole power to dispose or to direct the disposition, Item 4(iii)
Certification date 05/15/2026 Signature date on the filing
Schedule 13G regulatory
"Item 1. | (a) | Name of issuer: Morgan Stanley India Investment Fund In"
A Schedule 13G is a formal document that investors file with the government when they acquire a large ownership stake in a company, usually for investment purposes rather than control. It helps keep the public informed about who owns significant parts of a company's shares, which can influence how the company is managed and how investors make decisions. Filing this schedule is important for transparency and understanding the ownership landscape of publicly traded companies.
beneficially owned financial
"Item 4. | Ownership (a) | Amount beneficially owned: 609,359"
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
CUSIP financial
"Item 2. | (e) | CUSIP Number(s): 61745C105"
A CUSIP is a nine-character alphanumeric code that uniquely identifies a U.S. or Canadian financial security—such as a stock, bond, or fund share—like a Social Security number for an investment. It matters to investors because brokers, exchanges and record-keepers use the CUSIP to match trades, track ownership, settle transactions and pull accurate records, reducing errors and ensuring money and securities go to the right place.
sole dispositive power regulatory
"Item 4. | (iii) Sole power to dispose or to direct the disposition of: 609,359"
Sole dispositive power is the exclusive legal authority to decide what happens to a security — for example, whether to sell, transfer, or retain shares — without needing anyone else’s permission. Investors care because it signals who truly controls the economic outcome of an investment: like holding the only key to a safe, the holder can realize gains or losses and may trigger regulatory reporting, insider rules, or influence over corporate ownership.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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FAQ

What stake does Lazard Asset Management hold in IIF?

Lazard Asset Management LLC reports beneficial ownership of 609,359 shares, representing 6.5% of Morgan Stanley India Investment Fund In. The filing lists sole voting and dispositive power over these shares and is dated 05/15/2026.

Does the Schedule 13G filing indicate activist intent for IIF?

No. The Schedule 13G format typically indicates an institutional passive position rather than activist intent. The filing does not state any plans to influence management or convert to a Schedule 13D.

Who filed the ownership report for IIF and where is the filer located?

The filing was submitted by Lazard Asset Management LLC, with a principal business address at 30 Rockefeller Plaza, New York, NY 10112. The filer certified the form on 05/15/2026.

What voting and dispositive powers are reported for Lazard in IIF?

The report states Lazard holds sole voting power and sole dispositive power over 609,359 shares. Shared voting/dispositive powers are reported as 0 in the provided excerpt.

Will this filing automatically change IIF governance?

This filing alone does not automatically change governance. It discloses a 6.5% ownership and sole voting rights; any governance effect depends on future votes, proposals, and whether Lazard alters its position in later filings.





61745C105

(CUSIP Number)
03/31/2026

(Date of Event Which Requires Filing of this Statement)


Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)




schemaVersion:


SCHEDULE 13G





SCHEDULE 13G



Lazard Asset Management LLC
Signature:Kyle DiGangi
Name/Title:Managing Director, Global CCO & Counsel
Date:05/15/2026