Who owns Barings Participation Investors?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of MPV from SEC Form 13F filings across 35 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 35 institutions disclosed 2.3M shares of Barings Participation Investors worth $39.5M — about 21.8% of shares outstanding; the largest disclosed holder is BARINGS LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
35
13F holders
$39.5M
value, 2026 filers
21.8%
of shares outstanding (2.3M sh)
2
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of MPV's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | BARINGS LLC | 289,151 | $4.9M | 0.1% | 2.7% | +1.1% |
| 2 | BENJAMIN EDWARDS INC | 286,600 | $4.8M | 0.0% | 2.7% | +0.7% |
| 3 | MORGAN STANLEY | 282,700 | $4.8M | 0.0% | 2.6% | -1.7% |
| 4 | TSP Capital Management Group, LLC | 276,671 | $4.7M | 1.1% | 2.6% | 0.0% |
| 5 | OSAIC HOLDINGS, INC. | 217,893 | $3.7M | 0.0% | 2% | +10.1% |
| 6 | LPL Financial LLC | 216,417 | $3.6M | 0.0% | 2% | +8.3% |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | 143,906 | $2.4M | 0.0% | 1.3% | +5.2% |
| 8 | Cetera Investment Advisers | 112,614 | $1.9M | 0.0% | 1% | +6.4% |
| 9 | Smith Asset Management Co., LLC | 68,007 | $1.1M | 0.9% | 0.6% | -0.9% |
| 10 | BANK OF AMERICA CORP /DE/ | 49,789 | $838,447 | 0.0% | 0.5% | 0.0% |
| 11 | Schwallier Wealth Management LLC | 47,596 | $801,508 | 0.5% | 0.4% | +1.6% |
| 12 | Curbstone Financial Management CorpNEW | 47,140 | $793,838 | 0.1% | 0.4% | new |
| 13 | CALDWELL SUTTER CAPITAL, INC. | 43,755 | $736,834 | 0.3% | 0.4% | 0.0% |
| 14 | JONES FINANCIAL COMPANIES LLLP | 38,704 | $646,744 | 0.0% | 0.4% | -3.0% |
| 15 | RAYMOND JAMES FINANCIAL INC | 31,086 | $523,492 | 0.0% | 0.3% | +1.2% |
| 16 | ENVESTNET ASSET MANAGEMENT INC | 29,514 | $497,016 | 0.0% | 0.3% | -4.8% |
| 17 | NewEdge Advisors, LLC | 29,486 | $496,536 | 0.0% | 0.3% | -5.8% |
| 18 | Vanguard National Trust Co | 29,200 | $491,728 | 0.0% | 0.3% | 0.0% |
| 19 | UBS Group AG | 21,311 | $358,877 | 0.0% | 0.2% | -1.5% |
| 20 | OPPENHEIMER & CO INC | 19,900 | $335,116 | 0.0% | 0.2% | -2.5% |
| 21 | PFG Investments, LLC | 18,218 | $306,788 | 0.0% | 0.2% | +2.2% |
| 22 | Sanctuary Advisors, LLC | 16,968 | $285,741 | 0.0% | 0.2% | 0.0% |
| 23 | MONTAG A & ASSOCIATES INC | 8,500 | $143,140 | 0.0% | 0.1% | 0.0% |
| 24 | WELLS FARGO & COMPANY/MN | 6,896 | $116,124 | 0.0% | 0.1% | +46.4% |
| 25 | Keating Financial Advisory Services, Inc. | 3,093 | $52,089 | 0.0% | 0% | +2.2% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation. Research, not investment advice.