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 2022
Institutional positions in Barings Participation Investors as of Mar 31, 2022. 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
- 31
- −1 vs. Q4 2021
- Shares held
- 2.47M
- +130.0K (+5.6%) vs. Q4 2021
- Total value
- $37.9M
- −$2.32M (−5.8%) vs. Q4 2021
- New holders
- 0
- 8 more added
- Sold out
- 1
- 10 more reduced
Compare with Q4 2021: new holders, sold out and not filed yet
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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 35 | $39.5M |
| Q1 2026 | 36 | $39.6M |
| Q4 2025 | 36 | $35.8M |
| Q3 2025 | 39 | $47.8M |
| Q2 2025 | 40 | $53.2M |
| Q1 2025 | 35 | $45.8M |
| Q4 2024 | 38 | $40.0M |
| Q3 2024 | 37 | $40.5M |
| Q2 2024 | 39 | $46.9M |
| Q1 2024 | 37 | $43.5M |
| Q4 2023 | 36 | $46.1M |
| Q3 2023 | 32 | $42.5M |
| Q2 2023 | 29 | $42.1M |
| Q1 2023 | 28 | $41.5M |
| Q4 2022 | 24 | $38.1M |
| Q3 2022 | 25 | $33.8M |
| Q2 2022 | 30 | $35.5M |
| Q1 2022 | 31 | $37.9M |
| Q4 2021 | 32 | $40.3M |
| Q3 2021 | 28 | $30.1M |
| Q2 2021 | 29 | $28.6M |
| Q1 2021 | 30 | $25.9M |
Institutions, Q1 2022
Shares, value and share of portfolio for each institution holding Barings Participation Investors; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Steward Partners Investment Advisory, LLC | 310 | $4.00K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 500 | $6.70K | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 500 | $7.00K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 953 | $13.0K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 1,700 | $23.0K | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 2,209 | $30.0K | 0.02% | 00.0% | Unchanged |
| Emfo, LLC | 2,300 | $31.0K | 0.03% | −800−25.8% | Reduced |
| Stonebridge Capital Advisors LLC | 5,897 | $79.0K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 6,745 | $90.0K | 0.00% | −7,491−52.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 10,256 | $137.0K | 0.00% | −1,027−9.1% | Reduced |
| MML Investors Services, LLC | 10,411 | $139.0K | 0.00% | −769−6.9% | Reduced |
| Royal Bank of Canada | 11,897 | $159.0K | 0.00% | +1,111+10.3% | Added |
| Montag A & Associates Inc | 12,182 | $163.0K | 0.01% | +50+0.4% | Added |
| Apollon Wealth Management, LLC | 12,716 | $170.0K | 0.01% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 14,871 | $199.0K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 23,735 | $318.0K | 0.00% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 27,176 | $364.0K | 0.03% | −406−1.5% | Reduced |
| Raymond James & Associates | 28,103 | $376.0K | 0.00% | −1,971−6.6% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 38,992 | $522.0K | 0.02% | −1,707−4.2% | Reduced |
| UBS Group AG | 61,967 | $830.0K | 0.00% | −6,797−9.9% | Reduced |
| Cetera Advisor Networks LLC | 65,033 | $871.0K | 0.01% | +32,250+98.4% | Added |
| Curbstone Financial Management Corp | 72,416 | $970.0K | 0.18% | 00.0% | Unchanged |
| Barings LLC | 86,128 | $1.15M | 0.03% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 87,932 | $1.18M | 0.00% | +1,317+1.5% | Added |
| Wells Fargo & Company | 130,226 | $1.74M | 0.00% | −164−0.1% | Reduced |
| Commonwealth Equity Services, LLC | 140,583 | $1.88M | 0.00% | +1,071+0.8% | Added |
| Oppenheimer & Co Inc | 185,778 | $2.49M | 0.04% | −8,291−4.3% | Reduced |
| Morgan Stanley | 314,720 | $4.21M | 0.00% | +5,731+1.9% | Added |
| TSP Capital Management Group, LLC | – | $4.86M | 1.64% | – | – |
| Greenwich Investment Management, Inc. | 365,850 | $4.90M | 2.94% | +19,464+5.6% | Added |
| Rivernorth Capital Management, LLC | 748,674 | $10.0M | 0.38% | +98,698+15.2% | Added |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −232−100.0% | Sold out |