MPV
Barings Participation InvestorsCompany with tickers: MPV
CIK
831655
CUSIP
06761A103
Shares Outstanding
10,773,235
13F Activity (30d)
19 filings
17 filers
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 36
Total Value: $39,591,774
Total Shares: 2,309,906
Institutional Ownership Trend
Holder Concentration
Across 36 13F filers · Δ vs Dec 31, 2025Top Holder
12.5%
−0.9 pts
Top 5
57.8%
−0.8 pts
Top 10
82.0%
−0.4 pts
HHI
846
Broadly held
−3
Quarterly Activity
vs Dec 31, 2025
New
4
Increased
15
Decreased
10
Sold Out
4
Unchanged
7
Holder count:
0
Institutional value:
+11.0%
Shares held:
+2.9%
Top Buyers
vs Dec 31, 2025| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Mega LPL Financial LLC | +37,310 | 199,916 | |
| Mid BENJAMIN EDWARDS INC | +34,525 | 284,697 | |
| Mega ENVESTNET ASSET MANAGEMENT INC | +10,977 | 31,001 | |
| Large NewEdge Advisors, LLC | +10,161 | 31,303 | |
| Large Cetera Investment Advisers | +4,736 | 105,885 |
Top Sellers
vs Dec 31, 2025| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Mega BANK OF AMERICA CORP /DE/ | −16,635 | 49,789 | |
| Mega MORGAN STANLEY | −12,024 | 287,654 | |
| Mega JANE STREET GROUP, LLC | −9,260 | 10,337 | |
| Large OSAIC HOLDINGS, INC. | −5,139 | 197,819 | |
| Small TSP Capital Management Group, LLC | −3,536 | 276,559 |
Top New Positions
vs Dec 31, 2025| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Small Vanguard National Trust Co | 29,200 | $500,488 | |
| Mid Advisory Services Network, LLC | 3,518 | $60,298 | |
| Mid Atlantic Union Bankshares Corp | 590 | $10,112 | |
| Large FIFTH THIRD BANCORP | 100 | $1,714 |
Top Sold-Out Positions
vs Dec 31, 2025| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Mega VANGUARD GROUP INC | 29,200 | $463,988 | |
| Large Kestra Advisory Services, LLC | 1,868 | $29,682 | |
| Mid TRUST CO OF VERMONT | 1,200 | $19,068 | |
| Large COMERICA BANK | 100 | $1,589 |
| Holder | Value (USD) | % of 13F | Shares | Type | Discretion | Filed | Open | |||
|---|---|---|---|---|---|---|---|---|---|---|
| Mega MORGAN STANLEY | $4,930,389 | 12.45% | 287,654 | Shares | Defined | 2026-05-15 | ||||
| Mid BARINGS LLC | $4,899,897 | 12.38% | 285,875 | Shares | Sole | 2026-05-06 | ||||
| Mid BENJAMIN EDWARDS INC | $4,879,706 | 12.33% | 284,697 | Shares | Defined | 2026-05-12 | ||||
| Small TSP Capital Management Group, LLC | $4,740,221 | 11.97% | 276,559 | Principal | Sole | 2026-04-24 | ||||
| Mega LPL Financial LLC | $3,426,560 | 8.65% | 199,916 | Shares | Sole | 2026-05-06 | ||||
| Large OSAIC HOLDINGS, INC. | $3,390,617 | 8.56% | 197,819 | Shares | Defined | 2026-05-15 | ||||
| Large COMMONWEALTH EQUITY SERVICES, LLC | $2,344,717 | 5.92% | 136,798 | Shares | Sole | 2026-04-27 | ||||
| Large Cetera Investment Advisers | $1,814,868 | 4.58% | 105,885 | Shares | Sole | 2026-05-13 | ||||
| Micro Smith Asset Management Co., LLC | $1,175,975 | 2.97% | 68,610 | Shares | Sole | 2026-05-15 | ||||
| Mega BANK OF AMERICA CORP /DE/ Bank | $853,383 | 2.16% | 49,789 | Shares | Defined | 2026-05-18 | ||||
| Small Curbstone Financial Management Corp | $807,979 | 2.04% | 47,140 | Shares | Sole | 2026-04-15 | ||||
| Micro Schwallier Wealth Management LLC | $803,214 | 2.03% | 46,862 | Shares | Sole | 2026-05-05 | ||||
| Small CALDWELL SUTTER CAPITAL, INC. | $749,960 | 1.89% | 43,755 | Shares | Sole | 2026-05-06 | ||||
| Large JONES FINANCIAL COMPANIES LLLP | $684,005 | 1.73% | 39,907 | Shares | Sole | 2026-05-15 | ||||
| Large NewEdge Advisors, LLC | $536,533 | 1.36% | 31,303 | Shares | Sole | 2026-05-18 | ||||
| Mega ENVESTNET ASSET MANAGEMENT INC | $531,357 | 1.34% | 31,001 | Shares | Sole | 2026-05-04 | ||||
| Mega RAYMOND JAMES FINANCIAL INC | $526,523 | 1.33% | 30,719 | Shares | Defined | 2026-05-14 | ||||
| Small Vanguard National Trust Co Bank | $500,488 | 1.26% | 29,200 | Shares | Defined | 2026-05-08 | ||||
| Mega UBS Group AG | $370,943 | 0.94% | 21,642 | Shares | Defined | 2026-05-05 | ||||
| Mid OPPENHEIMER & CO INC | $349,656 | 0.88% | 20,400 | Shares | Sole | 2026-04-24 | ||||
| Mid PFG Investments, LLC | $305,606 | 0.77% | 17,830 | Shares | Sole | 2026-04-27 | ||||
| Mid Sanctuary Advisors, LLC | $290,831 | 0.73% | 16,968 | Shares | Sole | 2026-05-05 | ||||
| Mega JANE STREET GROUP, LLC | $177,176 | 0.45% | 10,337 | Shares | Defined | 2026-05-12 | ||||
| Mid MONTAG A & ASSOCIATES INC | $145,690 | 0.37% | 8,500 | Shares | Sole | 2026-04-29 | ||||
| Mega WELLS FARGO & COMPANY/MN | $80,746 | 0.20% | 4,711 | Shares | Defined | 2026-05-11 | ||||
| Mid Advisory Services Network, LLC | $60,298 | 0.15% | 3,518 | Shares | Sole | 2026-05-15 | ||||
| Small Keating Financial Advisory Services, Inc. | $51,865 | 0.13% | 3,026 | Shares | Sole | 2026-05-15 | ||||
| Mega ROYAL BANK OF CANADA Bank | $51,420 | 0.13% | 3,000 | Shares | Defined | 2026-05-15 | ||||
| Mid ST GERMAIN D J CO INC | $24,493 | 0.06% | 1,429 | Shares | Sole | 2026-04-13 | ||||
| Micro Whipplewood Advisors, LLC | $22,453 | 0.06% | 1,310 | Shares | Sole | 2026-04-30 | ||||
| Micro PFS Partners, LLC | $19,556 | 0.05% | 1,141 | Shares | Sole | 2026-04-09 | ||||
| Large Rockefeller Capital Management L.P. | $14,569 | 0.04% | 850 | Shares | Defined | 2026-05-14 | ||||
| Micro Ulland Investment Advisors, LLC | $11,998 | 0.03% | 700 | Shares | Sole | 2026-04-27 | ||||
| Mid Atlantic Union Bankshares Corp | $10,112 | 0.03% | 590 | Shares | Sole | 2026-05-12 | ||||
| Small Salomon & Ludwin, LLC | $6,256 | 0.02% | 365 | Shares | Sole | 2026-05-11 | ||||
| Large FIFTH THIRD BANCORP Bank | $1,714 | 0.00% | 100 | Shares | Defined | 2026-05-01 | ||||
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