Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in MPV held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 288K | $4.9M | -4.0% | 2.675% | 0.00% |
| 2 | BARINGS LLC | 286K | $4.9M | +1.0% | 2.658% | 0.08% |
| 3 | BENJAMIN EDWARDS INC | 285K | $4.9M | +13.8% | 2.647% | 0.05% |
| 4 | TSP Capital Management Group, LLC | 277K | $4.7M | -1.3% | 2.572% | 1.16% |
| 5 | LPL Financial LLC | 200K | $3.4M | +22.9% | 1.859% | 0.00% |
| 6 | ADVISOR GROUP HOLDINGS, INC. | 198K | $3.4M | -2.5% | 1.840% | 0.00% |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | 137K | $2.3M | +2.5% | 1.272% | 0.00% |
| 8 | Cetera Investment Advisers | 106K | $1.8M | +4.7% | 0.985% | 0.00% |
| 9 | Smith Asset Management Co., LLC | 69K | $1.2M | -2.4% | 0.638% | 1.01% |
| 10 | BANK OF AMERICA CORP /DE/ | 50K | $853K | -25.0% | 0.463% | 0.00% |
| 11 | Schwallier Wealth Management LLC | 47K | $803K | +4.2% | 0.436% | 0.59% |
| 12 | CALDWELL SUTTER CAPITAL, INC. | 44K | $750K | 0.0% | 0.407% | 0.30% |
| 13 | JONES FINANCIAL COMPANIES LLLP | 40K | $678K | +12.2% | 0.371% | 0.00% |
| 14 | ENVESTNET ASSET MANAGEMENT INC | 31K | $531K | +54.8% | 0.288% | 0.00% |
| 15 | RAYMOND JAMES FINANCIAL INC | 31K | $527K | +1.9% | 0.286% | 0.00% |
| 16 | Vanguard National Trust Co | 29K | $500K | β | 0.272% | 0.03% |
| 17 | UBS Group AG | 22K | $371K | -14.0% | 0.201% | 0.00% |
| 18 | OPPENHEIMER & CO INC | 20K | $350K | +8.5% | 0.190% | 0.00% |
| 19 | PFG Investments, LLC | 18K | $306K | +1.9% | 0.166% | 0.01% |
| 20 | Sanctuary Advisors, LLC | 17K | $291K | 0.0% | 0.158% | 0.00% |
| 21 | JANE STREET GROUP, LLC | 10K | $177K | -47.3% | 0.096% | 0.00% |
| 22 | MONTAG A & ASSOCIATES INC | 9K | $146K | -10.5% | 0.079% | 0.01% |
| 23 | WELLS FARGO & COMPANY/MN | 5K | $81K | β | 0.044% | 0.00% |
| 24 | Advisory Services Network, LLC | 4K | $60K | β | 0.033% | 0.00% |
| 25 | Keating Financial Advisory Services, Inc. | 3K | $52K | +2.0% | 0.028% | 0.01% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in MPV β a direct measure of their conviction.
Filings activity in MPV during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 35 | +0.0% | 20.48% | +1.72 pp | $38M | +9.2% |
| Q4 2025 | 35 | 5.4% | 18.76% | 4.75 pp | $35M | 20% |
| Q3 2025 | 37 | 5.1% | 23.51% | 2.09 pp | $44M | 8.1% |
| Q2 2025 | 39 | +18% | 25.60% | +3.68 pp | $48M | +17% |
| Q1 2025 | 33 | 13% | 21.92% | +2.83 pp | $41M | +15% |
| Q4 2024 | 38 | +0.0% | 19.09% | 1.26 pp | $36M | 6.2% |
| Q3 2024 | 38 | +0.0% | 20.35% | +1.30 pp | $38M | +6.8% |
| Q2 2024 | 38 | β | 19.05% | β | $36M | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying MPV stock.
Based on Q1 2026 13F filings, institutional ownership of Barings Participation Investors stands at 20.5%, held across 35 reporting institutions.
MORGAN STANLEY is the largest reported institutional holder of MPV, with approximately 287,654 shares worth $0.00B as of Q1 2026.
Yes β 1 widely-followed marquee investor appear among the top 25 institutional holders of MPV, including JANE STREET GROUP, LLC.
Our composite Smart Money Score for MPV is 59 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
4 institutions opened new positions in MPV during Q1 2026, while 4 fully exited. 25 added to existing positions and 6 trimmed.
MPV institutional ownership rose by 1.72 percentage points quarter-over-quarter, with a net change of +0 holders.
The top 10 institutions account for 84.8% of all reported 13F value in MPV, and the top 25 account for 99.5%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Barings Participation Investors (MPV) Institutional Ownership