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.
Q1 2025 vs. Q4 2024
How the institutions holding Barings Participation Investors changed between Q4 2024 and Q1 2025.
All holders in Q1 2025All holders in Q4 2024
| Measure | Q4 2024 | Q1 2025 | Change |
|---|---|---|---|
| Holders | 38 | 35 | −3 |
| Shares | 2.34M | 2.60M | +256.7K (+11.0%) |
| Value | $40.0M | $45.8M | +$5.78M (+14.5%) |
New holders (3)
Institutions that held Barings Participation Investors at the end of Q1 2025 but not at the end of Q4 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Invesco Ltd. | 124,298 | $2.19M | 0.00% |
| Virtus Investment Advisers, Inc. | 38,949 | $686.7K | 0.19% |
| Oppenheimer & Co Inc | 17,900 | $315.6K | 0.00% |
Sold out (6)
Institutions that held Barings Participation Investors at the end of Q4 2024 and filed for Q1 2025 without it.
| Institution | Shares, Q4 2024 | Value, Q4 2024 |
|---|---|---|
| Truist Financial Corp | 89,308 | $1.53M |
| Envestnet Asset Management Inc | 85,789 | $1.47M |
| Virtus ETF Advisers LLC | 33,899 | $579.3K |
| SFI Advisors, LLC | 22,219 | $379.7K |
| Noble Wealth Management PBC | 2,000 | $34.2K |
| St Germain D J Co Inc | 1,326 | $22.7K |