Who Holds Barings Participation Investors (MPV)? 36 Institutional Holders, Q2 2026
Managers with more than $100 million in US equities report their holdings on Form 13F within 45 days of each quarter end. Quarter ended 30 Jun 2026: 36 holders, $39 million in total.
Largest holders
The 36 largest by value. Change in shares against Q1 2026.
| Manager | Shares | Value | Change | |
|---|---|---|---|---|
| BARINGS LLC | 289,151 | $5 million | +1% | 13F |
| BENJAMIN EDWARDS INC | 286,600 | $5 million | +1% | 13F |
| MORGAN STANLEY | 282,700 | $5 million | -2% | 13F |
| TSP Capital Management Group, LLC | 276,671 | $5 million | New | 13F |
| OSAIC HOLDINGS, INC. | 217,893 | $4 million | +10% | 13F |
| LPL Financial LLC | 216,417 | $4 million | +8% | 13F |
| COMMONWEALTH EQUITY SERVICES, LLC | 143,906 | $2 million | +5% | 13F |
| Cetera Investment Advisers | 112,614 | $2 million | +6% | 13F |
| Smith Asset Management Co., LLC | 68,007 | $1 million | -1% | 13F |
| BANK OF AMERICA CORP /DE/ | 49,789 | $838,447 | +0% | 13F |
| Schwallier Wealth Management LLC | 47,596 | $801,508 | +2% | 13F |
| Curbstone Financial Management Corp | 47,140 | $793,838 | +0% | 13F |
| CALDWELL SUTTER CAPITAL, INC. | 43,755 | $736,834 | +0% | 13F |
| JONES FINANCIAL COMPANIES LLLP | 38,704 | $646,744 | -3% | 13F |
| RAYMOND JAMES FINANCIAL INC | 31,086 | $523,492 | +1% | 13F |
| ENVESTNET ASSET MANAGEMENT INC | 29,514 | $497,016 | -5% | 13F |
| NewEdge Advisors, LLC | 29,486 | $496,536 | -6% | 13F |
| Vanguard National Trust Co | 29,200 | $491,728 | +0% | 13F |
| UBS Group AG | 21,311 | $358,877 | -2% | 13F |
| OPPENHEIMER & CO INC | 19,900 | $335,116 | -2% | 13F |
| PFG Investments, LLC | 18,218 | $306,788 | +2% | 13F |
| Sanctuary Advisors, LLC | 16,968 | $285,741 | +0% | 13F |
| MONTAG A & ASSOCIATES INC | 8,500 | $143,140 | +0% | 13F |
| WELLS FARGO & COMPANY/MN | 6,896 | $116,124 | +46% | 13F |
| Keating Financial Advisory Services, Inc. | 3,093 | $52,089 | +2% | 13F |
| ROYAL BANK OF CANADA | 3,000 | $51,000 | +0% | 13F |
| ST GERMAIN D J CO INC | 1,459 | $24,573 | +2% | 13F |
| Whipplewood Advisors, LLC | 1,349 | $22,717 | +3% | 13F |
| TRUST CO OF VERMONT | 1,200 | $20,208 | New | 13F |
| PFS Partners, LLC | 1,141 | $19,215 | +0% | 13F |
| Rockefeller Capital Management L.P. | 850 | $14,314 | +0% | 13F |
| Atlantic Union Bankshares Corp | 590 | $9,936 | +0% | 13F |
| Salomon & Ludwin, LLC | 365 | $5,977 | +0% | 13F |
| Integrated Wealth Concepts LLC | 200 | $3,368 | New | 13F |
| FIFTH THIRD BANCORP | 100 | $1,684 | +0% | 13F |
| Ulland Investment Advisors, LLC | 700 | $12 | +0% | 13F |
Questions and answers
- How many institutions hold Barings Participation Investors?
- 36 managers reported Barings Participation Investors on Form 13F for the quarter ended 30 June 2026, against 35 the quarter before.
- Who is the largest institutional holder of Barings Participation Investors?
- BARINGS LLC, with 289,151 shares worth $5 million on its 13F for Q2 2026.
- How many institutions bought or sold out of Barings Participation Investors in Q2 2026?
- 3 managers reported a new position and 2 reported none after holding it the quarter before.
Source: SEC EDGAR, Form 13F (public domain). Counts and values as filed. Cite this page: Tamarly Intelligence, "Who holds Barings Participation Investors, Q2 2026", https://app.tamarly.ai/holders/barings-participation-investors, built from SEC EDGAR.
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