Gates Trust & William H. Gates III (IIF) disclose 5.0% holding in IIF

Rhea-AI Filing Summary

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.

Insights

Institutional Ownership Analyst

Large passive stake disclosed: 471,222 shares (5.0%) in IIF.

The filing shows the Gates Foundation Trust and William H. Gates III report shared voting and dispositive power over 471,222 shares, equal to 5.0% of outstanding common stock as of April 13, 2026. Schedule 13G treatment typically indicates passive ownership rather than an active solicitation or intent to influence corporate control.

Watch for future amendments or switches to Schedule 13D that would signal activist intent; otherwise this is a standard beneficial‑ownership disclosure under Rule 13d-3.

Proxy & Governance Specialist

Disclosure clarifies trustee attribution and voting powers under Rule 13d-3.

The statement attributes beneficial ownership to WHG as Trustee and notes shared voting/dispositive power of 471,222 shares. The filing includes a Joint Filing Agreement and a Special Power of Attorney for the attorney-in-fact signature.

Governance implications are routine: the holder crosses the 5.0% reporting threshold, triggering public disclosure but not, by itself, a change in control signal.

Key Figures

Shares reported: 471,222 shares Percent of class: 5.0% Shares outstanding: 9,422,610 shares +1 more

4 metrics

Shares reported 471,222 shares Amount beneficially owned reported on Schedule 13G

Percent of class 5.0% Percent of common stock as reported in Item 11

Shares outstanding 9,422,610 shares Shares outstanding used for calculation as of April 13, 2026

CUSIP 61745C105 Identifier for Morgan Stanley India Investment Fund, Inc. common stock

Key Terms

Schedule 13G, beneficially owned, shared dispositive power, Joint Filing Agreement

4 terms

Schedule 13G regulatory

"For purposes of Rule 13d-3 under the Exchange Act,"

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

"all shares of common stock of Morgan Stanley India Investment Fund, Inc. beneficially owned by Gates Foundation Trust"

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.

shared dispositive power regulatory

"Shared Dispositive Power 471,222.00"

Joint Filing Agreement regulatory

"Exhibit 1: Joint Filing Agreement by and between Gates Foundation Trust and William H. Gates III"

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Accepted by SEC EDGAR 04/20/2026 - 04:16 PM Learn about SEC filing dates

FAQ

What stake does Gates Foundation Trust report in Morgan Stanley India Investment Fund (IIF)?

They report beneficial ownership of 471,222 shares, representing 5.0% of common stock. This figure is taken from the Schedule 13G filing dated with an ownership calculation using 9,422,610 shares outstanding as of April 13, 2026.

Does William H. Gates III directly own the shares reported in the IIF Schedule 13G?

The filing attributes the shares to the Trust with WHG named as Trustee for Rule 13d-3 purposes. It states the Trust holds shared voting and dispositive power over 471,222 shares; WHG is reported in his capacity as Trustee.

Why was a Schedule 13G filed for IIF instead of a Schedule 13D?

Schedule 13G is used for passive investors meeting reporting thresholds. The filing frames the position as passive and reports ownership of 5.0%, not an active solicitation or control intent, consistent with Schedule 13G disclosure norms.

What outstanding share count did the filing use to calculate the 5.0% stake in IIF?

The filing bases the percentage on 9,422,610 shares outstanding as of April 13, 2026, citing Bloomberg as the source for the outstanding share figure used in Item 11.

Who signed the Schedule 13G for Gates Foundation Trust and WHG?

The form was signed by Alan Heuberger as attorney-in-fact under a Special Power of Attorney, dated January 6, 2025, on behalf of the Trustee and WHG as reported in the filing.

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

Morgan Stanley India Investment Fund, Inc.

(Name of Issuer)

Common Stock, $0.01 par value

(Title of Class of Securities)

61745C105

(CUSIP Number)

04/13/2026

(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

CUSIP Number(s): 61745C105

1

Names of Reporting Persons

Gates Foundation Trust

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

WASHINGTON

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 0.00
6	Shared Voting Power 471,222.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 471,222.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

471,222.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

5.0 %

12

Type of Reporting Person (See Instructions)

OO

Comment for Type of Reporting Person: For purposes of Rule 13d-3 under the Securities Exchange Act of 1934, as amended (the "Exchange Act"), all shares of common stock ("Common Stock") of Morgan Stanley India Investment Fund, Inc. (the "Issuer") beneficially owned by Gates Foundation Trust (the "Trust") may be deemed to be beneficially owned by William H. Gates III ("WHG" and together with the Trust, the "Reporting Persons") as Trustee of the Trust. Item 11 is based on 9,422,610 shares of Common Stock outstanding as of April 13, 2026, as reported on Bloomberg.

SCHEDULE 13G

CUSIP Number(s): 61745C105

1

Names of Reporting Persons

William H. Gates III

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

UNITED STATES

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 0.00
6	Shared Voting Power 471,222.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 471,222.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

471,222.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

5.0 %

12

Type of Reporting Person (See Instructions)

IN

Comment for Type of Reporting Person: For purposes of Rule 13d-3 under the Exchange Act, all shares of Common Stock of the Issuer beneficially owned by the Trust may be deemed to be beneficially owned by WHG as Trustee of the Trust. Item 11 is based on 9,422,610 shares of Common Stock outstanding as of April 13, 2026, as reported on Bloomberg.

SCHEDULE 13G

Item 1.
(a)	Name of issuer: Morgan Stanley India Investment Fund, Inc.
(b)	Address of issuer's principal executive offices: 1585 Broadway, New York, NY, 10036
Item 2.
(a)	Name of person filing: Gates Foundation Trust (the "Trust") and William H. Gates III ("WHG"). Neither the present filing nor anything contained herein shall be construed as an admission that the Reporting Persons constitute a "group" for any purpose and each expressly disclaims membership in a group.
(b)	Address or principal business office or, if none, residence: The Trust - 2365 Carillon Point, Kirkland, Washington 98033 WHG - 500 Fifth Avenue North, Seattle, Washington 98109
(c)	Citizenship: The Trust is a charitable trust organized under the laws of the State of Washington. WHG is a citizen of the United States of America.
(d)	Title of class of securities: Common Stock, $0.01 par value
(e)	CUSIP Number(s): 61745C105
Item 3.	If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)	Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)	Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)	Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)	Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)	An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)	An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)	A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)	A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)	A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)	A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J), please specify the type of institution:
(k)	Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.	Ownership
(a)	Amount beneficially owned: See the responses to Item 9 on the attached cover pages.
(b)	Percent of class: 5.0 %
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: See the responses to Item 5 on the attached cover pages.
	(ii) Shared power to vote or to direct the vote: See the responses to Item 6 on the attached cover pages.
	(iii) Sole power to dispose or to direct the disposition of: See the responses to Item 7 on the attached cover pages.
	(iv) Shared power to dispose or to direct the disposition of: See the responses to Item 8 on the attached cover pages.
Item 5.	Ownership of 5 Percent or Less of a Class.
	Not Applicable
Item 6.	Ownership of more than 5 Percent on Behalf of Another Person.
	Not Applicable
Item 7.	Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
	Not Applicable
Item 8.	Identification and Classification of Members of the Group.
	Not Applicable
Item 9.	Notice of Dissolution of Group.
	Not Applicable

Item 10.

Certifications:

By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under ?? 240.14a-11.

SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

Gates Foundation Trust

Signature:	/s/ Alan Heuberger
Name/Title:	Alan Heuberger, Attorney-in-fact for the Trustee, William H. Gates III
Date:	04/20/2026

William H. Gates III

Signature:	/s/ Alan Heuberger
Name/Title:	Alan Heuberger, Attorney-in-fact
Date:	04/20/2026

Comments accompanying signature: Duly authorized under Special Power of Attorney appointing Alan Heuberger attorney-in-fact, dated January 6, 2025, by and on behalf of WHG as Trustee, filed as Exhibit 2 to Amendment No. 10 to the Trust's Schedule 13G with respect to Waste Management, Inc. on November 14, 2025, SEC File No. 005-39928, and incorporated by reference herein.

Exhibit Information

Exhibit 1: Joint Filing Agreement by and between Gates Foundation Trust and William H. Gates III