MPV Institutional Ownership & Shareholders
BARINGS PARTICIPATION INVEST (MPV) is currently held by 35 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $38.25M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Benjamin Edwards Inc is currently the largest disclosed institutional shareholder of MPV tracked by InsiderSet, reporting ownership valued at approximately $4.83M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $4.85M, representing an estimated gain of +0.53% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 83% of the total disclosed MPV value among the investors covered in this analysis. Major shareholders include Benjamin Edwards Inc, Morgan Stanley, Barings Llc, and several other long-term asset managers with concentrated positions in BARINGS PARTICIPATION INVEST (MPV).
This page ranks the largest institutional MPV shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
35
Total Reported Value
$38.25M
Largest Holder
Benjamin Edwards Inc
Largest Position
$4.83M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
39
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Benjamin Edwards Inc | 0.04% | 286,600 | $4,826,478 | $4,852,138 | +$25,660 | +0.53% | |
| Morgan Stanley | 0.00% | 282,700 | $4,760,670 | $4,786,111 | +$25,441 | +0.53% | |
| Barings Llc | 0.08% | 292,585 | $4,505,805 | $4,953,464 | +$447,659 | +9.94% | |
| Tsp Capital Management Group, Llc | 1.07% | 276,785 | $4,262,480 | $4,685,970 | +$423,490 | +9.94% | |
| Osaic Holdings, Inc. | 0.00% | 217,893 | $3,669,342 | $3,688,928 | +$19,586 | +0.53% | |
| Lpl Financial Llc | 0.00% | 216,417 | $3,644,455 | $3,663,940 | +$19,485 | +0.53% | |
| Commonwealth Equity Services, Llc | 0.00% | 143,906 | $2,423,380 | $2,436,329 | +$12,949 | +0.53% | |
| Cetera Investment Advisers | 0.00% | 112,614 | $1,896,426 | $1,906,555 | +$10,129 | +0.53% | |
| Smith Asset Management Co., Llc | 0.85% | 67,645 | $1,041,733 | $1,145,230 | +$103,497 | +9.94% | |
| Bank Of America Corp | 0.00% | 49,789 | $838,447 | $842,928 | +$4,481 | +0.53% | |
| Schwallier Wealth Management Llc | 0.51% | 47,596 | $801,508 | $805,800 | +$4,292 | +0.54% | |
| Caldwell Sutter Capital, Inc. | 0.28% | 43,755 | $736,834 | $740,772 | +$3,938 | +0.53% | |
| Curbstone Financial Management Corp | 0.13% | 47,140 | $725,956 | $798,080 | +$72,124 | +9.94% | |
| Jones Financial Companies Lllp | 0.00% | 38,704 | $646,744 | $655,259 | +$8,515 | +1.32% | |
| Raymond James Financial Inc | 0.00% | 31,086 | $523,492 | $526,286 | +$2,794 | +0.53% | |
| Envestnet Asset Management Inc | 0.00% | 29,514 | $497,016 | $499,672 | +$2,656 | +0.53% | |
| Newedge Advisors, Llc | 0.00% | 29,486 | $496,536 | $499,198 | +$2,662 | +0.54% | |
| Vanguard National Trust Co | 0.03% | 29,200 | $491,728 | $494,356 | +$2,628 | +0.53% | |
| Ubs Group Ag | 0.00% | 21,311 | $358,877 | $360,795 | +$1,918 | +0.53% | |
| Pfg Investments, Llc | 0.01% | 18,218 | $306,788 | $308,431 | +$1,643 | +0.54% | |
| Oppenheimer & Co Inc | 0.00% | 19,150 | $294,910 | $324,210 | +$29,300 | +9.94% | |
| Sanctuary Advisors, Llc | 0.00% | 16,968 | $285,741 | $287,268 | +$1,527 | +0.53% | |
| Montag A & Associates Inc | 0.01% | 8,500 | $130,900 | $143,905 | +$13,005 | +9.94% | |
| Wells Fargo & Company/Mn | 0.00% | 6,896 | $116,124 | $116,749 | +$625 | +0.54% | |
| Keating Financial Advisory Services, Inc. | 0.01% | 3,093 | $52,089 | $52,364 | +$275 | +0.53% | |
| Royal Bank Of Canada | 0.00% | 3,000 | $51,000 | $50,790 | -$210 | -0.41% | |
| St Germain D J Co Inc | 0.00% | 1,459 | $24,573 | $24,701 | +$128 | +0.52% | |
| Whipplewood Advisors, Llc | 0.02% | 1,451 | $22,345 | $24,565 | +$2,220 | +9.94% | |
| Pfs Partners, Llc | 0.01% | 1,141 | $17,572 | $19,317 | +$1,745 | +9.93% | |
| Rockefeller Capital Management L.P. | 0.00% | 850 | $14,314 | $14,391 | +$77 | +0.53% | |
| Atlantic Union Bankshares Corp | 0.00% | 590 | $9,936 | $9,989 | +$53 | +0.53% | |
| Salomon & Ludwin, Llc | 0.00% | 365 | $5,621 | $6,179 | +$558 | +9.94% | |
| Highline Wealth Partners Llc | 0.00% | 182 | $2,803 | $3,081 | +$278 | +9.93% | |
| Fifth Third Bancorp | 0.00% | 100 | $1,684 | $1,693 | +$9 | +0.53% | |
| Ulland Investment Advisors, Llc | 0.01% | 700 | $11 | $11,851 | +$11,840 | +107636.36% |
Frequently asked questions about MPV
Who are the largest institutional holders of MPV?
The largest institutional holders of MPV reported in the latest SEC Form 13F filings include Benjamin Edwards Inc, Morgan Stanley, Barings Llc, Tsp Capital Management Group, Llc, and Osaic Holdings, Inc.. InsiderSet ranks institutional holders by their latest reported MPV position.
What is MPV institutional ownership?
This page tracks MPV positions reported by institutional investment managers through SEC Form 13F. BARINGS PARTICIPATION INVEST (MPV) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own MPV?
InsiderSet currently tracks 35 institutional managers reporting MPV holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of MPV shareholders.
How much MPV stock do institutions own?
Institutional investment managers disclosed approximately $38.25M in MPV holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was MPV institutional ownership last updated?
The latest MPV institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional MPV holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its MPV position after the reporting date.
Are institutions buying or selling MPV?
Institutional buying and selling can be analyzed by comparing MPV positions across consecutive 13F reporting periods. InsiderSet's MPV Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View MPV ownership changes.
How has MPV institutional ownership changed over time?
InsiderSet tracks MPV institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.