BARINGS PARTICIPATION INVEST (MPV) Institutional Shareholders
BARINGS PARTICIPATION INVEST (MPV) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $38.69M in MPV holdings during the latest filing period.
Barings Llc is currently the largest disclosed institutional shareholder of MPV tracked by InsiderSet, reporting ownership valued at approximately $4.87M 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 $4.93M, representing an estimated gain of +1.19% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 85% of the total disclosed MPV value among the investors covered in this analysis. Major shareholders include Barings Llc, Benjamin Edwards Inc, Morgan Stanley, 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
33
Total Reported Value
$38.69M
Largest Holder
Barings Llc
Largest Position
$4.87M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
36
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Barings Llc | 0.09% | 289,151 | $4,869,301 | $4,927,133 | +$57,832 | +1.19% | |
| Benjamin Edwards Inc | 0.04% | 286,600 | $4,826,478 | $4,883,664 | +$57,186 | +1.18% | |
| Morgan Stanley | 0.00% | 282,700 | $4,760,670 | $4,817,208 | +$56,538 | +1.19% | |
| Tsp Capital Management Group, Llc | 1.11% | 276,671 | $4,659,137 | $4,714,474 | +$55,337 | +1.19% | |
| Osaic Holdings, Inc. | 0.00% | 217,893 | $3,669,342 | $3,712,897 | +$43,555 | +1.19% | |
| Lpl Financial Llc | 0.00% | 216,417 | $3,644,455 | $3,687,746 | +$43,291 | +1.19% | |
| Commonwealth Equity Services, Llc | 0.00% | 143,906 | $2,423,380 | $2,452,158 | +$28,778 | +1.19% | |
| Cetera Investment Advisers | 0.00% | 112,614 | $1,896,426 | $1,918,943 | +$22,517 | +1.19% | |
| Smith Asset Management Co., Llc | 0.90% | 68,007 | $1,145,238 | $1,158,839 | +$13,601 | +1.19% | |
| Bank Of America Corp | 0.00% | 49,789 | $838,447 | $848,405 | +$9,958 | +1.19% | |
| Schwallier Wealth Management Llc | 0.51% | 47,596 | $801,508 | $811,036 | +$9,528 | +1.19% | |
| Caldwell Sutter Capital, Inc. | 0.28% | 43,755 | $736,834 | $745,585 | +$8,751 | +1.19% | |
| Jones Financial Companies Lllp | 0.00% | 38,704 | $646,744 | $659,516 | +$12,772 | +1.97% | |
| Raymond James Financial Inc | 0.00% | 31,086 | $523,492 | $529,705 | +$6,213 | +1.19% | |
| Envestnet Asset Management Inc | 0.00% | 29,514 | $497,016 | $502,919 | +$5,903 | +1.19% | |
| Newedge Advisors, Llc | 0.00% | 29,486 | $496,536 | $502,441 | +$5,905 | +1.19% | |
| Vanguard National Trust Co | 0.03% | 29,200 | $491,728 | $497,568 | +$5,840 | +1.19% | |
| Ubs Group Ag | 0.00% | 21,311 | $358,877 | $363,139 | +$4,262 | +1.19% | |
| Oppenheimer & Co Inc | 0.00% | 19,900 | $335,116 | $339,096 | +$3,980 | +1.19% | |
| Pfg Investments, Llc | 0.01% | 18,218 | $306,788 | $310,435 | +$3,647 | +1.19% | |
| Sanctuary Advisors, Llc | 0.00% | 16,968 | $285,741 | $289,135 | +$3,394 | +1.19% | |
| Montag A & Associates Inc | 0.01% | 8,500 | $145,690 | $144,840 | -$850 | -0.58% | |
| Wells Fargo & Company/Mn | 0.00% | 6,896 | $116,124 | $117,508 | +$1,384 | +1.19% | |
| Keating Financial Advisory Services, Inc. | 0.01% | 3,093 | $52,089 | $52,705 | +$616 | +1.18% | |
| Royal Bank Of Canada | 0.00% | 3,000 | $51,000 | $51,120 | +$120 | +0.24% | |
| St Germain D J Co Inc | 0.00% | 1,459 | $24,573 | $24,861 | +$288 | +1.17% | |
| Whipplewood Advisors, Llc | 0.02% | 1,349 | $22,717 | $22,987 | +$270 | +1.19% | |
| Pfs Partners, Llc | 0.01% | 1,141 | $19,215 | $19,443 | +$228 | +1.18% | |
| Rockefeller Capital Management L.P. | 0.00% | 850 | $14,314 | $14,484 | +$170 | +1.19% | |
| Ulland Investment Advisors, Llc | 0.01% | 700 | $12,000 | $11,928 | -$72 | -0.60% | |
| Atlantic Union Bankshares Corp | 0.00% | 590 | $9,936 | $10,054 | +$118 | +1.18% | |
| Salomon & Ludwin, Llc | 0.00% | 365 | $5,977 | $6,220 | +$243 | +4.06% | |
| Fifth Third Bancorp | 0.00% | 100 | $1,684 | $1,704 | +$20 | +1.19% |
Frequently asked questions about MPV
Who owns the most MPV stock?
The largest holders of MPV are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for BARINGS PARTICIPATION INVEST (MPV).
Is MPV widely held by superinvestors?
Many widely followed stocks like MPV appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly MPV is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.