Who Owns Barings Participation Investors (MPV)?Hedge Fund & Institutional Holders

$18.72-0.01 (-0.05%)TechnologyNYSE

Institutional Holders

45

as of Q4 2025

Total Institutional Value

$4.49700044500003e+145T

% of Float Held

QoQ Change in Holders

+15 / -3

Price History

$15.20$16.57$17.94$19.30$20.67Aug 24Jun 25Mar 26

MPV — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
TSP Capital Management Group, LLCNew Position+280K+$4.5B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+134K+$2.0B
Smith Asset Management Co., LLCNew Position+70K+$1.1B
CALDWELL SUTTER CAPITAL, INC.New Position+44K+$695.0M
OPPENHEIMER & CO INCNew Position+19K+$298.0M
PFG Investments, LLCNew Position+17K+$277.0M
Whipplewood Advisors, LLCNew Position+1K+$21.0M
TRUST CO OF VERMONTNew Position+1K+$19.0M
PFS Partners, LLCNew Position+1K+$18.0M
BENJAMIN EDWARDS INCNew Position+250K+$4.0M
Sanctuary Advisors, LLCNew Position+68K+$1.2M
Keating Financial Advisory Services, Inc.New Position+3K+$47K
Salomon & Ludwin, LLCNew Position+365+$6K
ENVESTNET ASSET MANAGEMENT INCNew Position+20K+$0
Kestra Advisory Services, LLCNew Position+2K+$0

MPV — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Invesco Ltd.Closed Position-129K-$2.6B
RAYMOND JAMES FINANCIAL INCDecreased-6K-$719.4M
MML INVESTORS SERVICES, LLCClosed Position-11K-$225.4M
Advisory Services Network, LLCClosed Position-3K-$62.7M
MORGAN STANLEYDecreased-5K-$2.1M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1BARINGS LLC283,014$4.5B0.08%Share
2TSP Capital Management Group, LLC280,095$4.5B1.09%Share
3OSAIC HOLDINGS, INC.202,958$3.0B0.00%Share
4COMMONWEALTH EQUITY SERVICES, LLC133,523$2.0B0.00%Share
5Smith Asset Management Co., LLC70,323$1.1B0.92%Share
6Schwallier Wealth Management LLC44,987$848.0M0.54%Share
7CALDWELL SUTTER CAPITAL, INC.43,755$695.0M0.29%Share
8UBS Group AG21,630$343.0M0.00%Share
9OPPENHEIMER & CO INC18,800$298.0M0.00%Share
10PFG Investments, LLC17,491$277.0M0.01%Share
11MONTAG A & ASSOCIATES INC9,500$154.0M0.01%Share
12UBS Group AG3,307$52.0M0.00%Share
13ST GERMAIN D J CO INC1,402$22.0M0.00%Share
14Whipplewood Advisors, LLC1,324$21.0M0.01%Share
15TRUST CO OF VERMONT1,200$19.0M0.00%Share
16PFS Partners, LLC1,141$18.0M0.01%Share
17MORGAN STANLEY299,677$4.0M0.00%Share
18BENJAMIN EDWARDS INC250,172$4.0M0.04%Share
19UBS Group AG225$3.0M0.00%Share
20LPL Financial LLC162,606$2.0M0.00%Share
21Cetera Investment Advisers101,149$1.0M0.00%Share
22COMERICA BANK100$1.0M0.00%Share
23Curbstone Financial Management Corp47,966$762K0.15%Share
24Sanctuary Advisors, LLC16,968$341K0.00%Share
25Sanctuary Advisors, LLC16,968$299K0.00%Share
26Sanctuary Advisors, LLC16,968$299K0.00%Share
27Sanctuary Advisors, LLC16,968$269K0.00%Share
28Keating Financial Advisory Services, Inc.2,967$47K0.01%Share
29Ulland Investment Advisors, LLC700$11K0.01%Share
30Salomon & Ludwin, LLC365$6K0.00%Share
31JONES FINANCIAL COMPANIES LLLP35,568$00.00%Share
32Rockefeller Capital Management L.P.850$00.00%Share
33VANGUARD GROUP INC29,200$00.00%Share
34Kestra Advisory Services, LLC1,868$00.00%Share
35ENVESTNET ASSET MANAGEMENT INC20,024$00.00%Share
36MORGAN STANLEY1$00.00%Share
37JANE STREET GROUP, LLC1,953$00.00%Share
38NewEdge Advisors, LLC21,142$00.00%Share
39WELLS FARGO & COMPANY/MN0$00.00%Share
40ROYAL BANK OF CANADA3,000$00.00%Share
41RAYMOND JAMES FINANCIAL INC24,514$00.00%Share
42RAYMOND JAMES FINANCIAL INC5,623$00.00%Share
43BANK OF AMERICA CORP /DE/56,424$00.00%Share
44BANK OF AMERICA CORP /DE/10,000$00.00%Share
45JANE STREET GROUP, LLC17,644$00.00%Share

MPV Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202536$17.8B+13
Q3 202523$20.5B-13
Q2 202536$40.8B+3
Q1 202533$42.9B+1
Q4 202432$23.5B+5
Q3 202427$6.3T+0
Q2 202427$1.3T+3
Q1 202424$1.2T

Similar Stocks by Institutional Ownership

As of Q4 2025, 45 institutional investors hold MPV (Barings Participation Investors). The largest holder is BARINGS LLC with $4.5B in shares. This quarter, 15 institutions opened new positions and 3 closed their positions.

Frequently Asked Questions

How many hedge funds own MPV?

As of Q4 2025, 45 institutional investors report holding MPV (Barings Participation Investors) in their 13F filings.

Who is the largest institutional holder of MPV?

The largest institutional holder of MPV is BARINGS LLC with $4.5B in shares.

Is institutional ownership of MPV increasing or decreasing?

This quarter, 15 institutions opened new positions in MPV and 3 closed their positions.