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Barings Participation Investors

MPV
Exchange
NYSE
SEC CIK
0000831655

No open-market purchases or sales by Barings Participation Investors insiders were filed in the last 90 days; 35 institutions reported holding it in 13F filings for Q2 2026, worth $39.5M in total; no superinvestor holds it.

13F holders, Q1 2021

Institutional positions in Barings Participation Investors as of Mar 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
30
No complete 13F data for Q4 2020
Shares held
2.00M
No complete 13F data for Q4 2020
Total value
$25.9M
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting MPV on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2021: 30 institutions
Q1 2021: 30 institutionsQ2 2021: 29 institutionsQ3 2021: 28 institutionsQ4 2021: 32 institutionsQ1 2022: 31 institutionsQ2 2022: 30 institutionsQ3 2022: 25 institutionsQ4 2022: 24 institutionsQ1 2023: 28 institutionsQ2 2023: 29 institutionsQ3 2023: 32 institutionsQ4 2023: 36 institutionsQ1 2024: 37 institutionsQ2 2024: 39 institutionsQ3 2024: 37 institutionsQ4 2024: 38 institutionsQ1 2025: 35 institutionsQ2 2025: 40 institutionsQ3 2025: 39 institutionsQ4 2025: 36 institutionsQ1 2026: 36 institutionsQ2 2026: 35 institutions
Value heldQ1 2021: $25.9M
Q1 2021: $25.9MQ2 2021: $28.6MQ3 2021: $30.1MQ4 2021: $40.3MQ1 2022: $37.9MQ2 2022: $35.5MQ3 2022: $33.8MQ4 2022: $38.1MQ1 2023: $41.5MQ2 2023: $42.1MQ3 2023: $42.5MQ4 2023: $46.1MQ1 2024: $43.5MQ2 2024: $46.9MQ3 2024: $40.5MQ4 2024: $40.0MQ1 2025: $45.8MQ2 2025: $53.2MQ3 2025: $47.8MQ4 2025: $35.8MQ1 2026: $39.6MQ2 2026: $39.5M
Institutions holding MPV and their total value by quarter
QuarterHoldersValue
Q2 202635$39.5M
Q1 202636$39.6M
Q4 202536$35.8M
Q3 202539$47.8M
Q2 202540$53.2M
Q1 202535$45.8M
Q4 202438$40.0M
Q3 202437$40.5M
Q2 202439$46.9M
Q1 202437$43.5M
Q4 202336$46.1M
Q3 202332$42.5M
Q2 202329$42.1M
Q1 202328$41.5M
Q4 202224$38.1M
Q3 202225$33.8M
Q2 202230$35.5M
Q1 202231$37.9M
Q4 202132$40.3M
Q3 202128$30.1M
Q2 202129$28.6M
Q1 202130$25.9M

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Barings Participation Investors.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding MPV in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
FMR LLC1$00.00%––
Liberty Wealth Management LLC73$00.00%––
RMR Wealth Builders334$4.00K0.00%––
Steward Partners Investment Advisory, LLC310$4.01K0.00%––
Contravisory Investment Management, Inc.500$6.00K0.00%––
Kelly Financial Services LLC500$6.46K0.00%––
Citigroup Inc812$10.0K0.00%––
Certified Advisory Corp802$10.0K0.00%––
JNBA Financial Advisors953$12.0K0.00%––
Princeton Global Asset Management LLC1,060$14.0K0.00%––
Patriot Financial Group Insurance Agency, LLC1,700$22.0K0.01%––
Stonebridge Capital Advisors LLC5,897$76.0K0.01%––
Montag A & Associates Inc8,783$114.0K0.01%––
Royal Bank of Canada9,713$126.0K0.00%––
MML Investors Services, LLC11,649$151.0K0.00%––
Bank of America Corp23,735$307.0K0.00%––
Essex Financial Services, Inc.28,602$370.0K0.07%––
Spire Wealth Management31,550$408.0K0.01%––
Benjamin F. Edwards & Company, Inc.35,978$465.0K0.03%––
Raymond James & Associates38,104$492.0K0.00%––
Advisor Group Holdings, Inc.62,389$806.0K0.00%––
UBS Group AG70,065$905.0K0.00%––
Curbstone Financial Management Corp73,566$951.0K0.19%––
Barings LLC86,128$1.11M0.03%––
Commonwealth Equity Services, LLC128,195$1.66M0.00%––
Wells Fargo & Company133,989$1.73M0.00%––
Oppenheimer & Co Inc192,646$2.49M0.05%––
Morgan Stanley262,183$3.39M0.00%––
TSP Capital Management Group, LLC384,892$4.97M1.75%––
Rivernorth Capital Management, LLC409,429$5.29M0.32%––