$MPV

$16.77 +$0.35 (2.13%) Close

$MPV Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 10.8M shares outstanding

Who owns MPV?

By type of holder

Institutions 21.3% Everyone else 78.7%

No insider has reported a holding in the last two years, so insiders are counted in "Everyone else".

Concentration Top 10 holders own 18.0%

Barings LLC 2.7% · Morgan Stanley 2.6%

Institutional ownership

21.3%

+2.9 pts vs last qtr

Institutional holders

0 vs last qtr

Net shares bought

+312.5K

by institutions in Q2 2026

New / sold out

2 / 2

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

TSP Capital Management Group, LLC NEW +276.7K
Osaic Holdings, Inc. +20.1K

Biggest sellers in Q2 2026

Jane Street Group, LLC SOLD OUT −10.3K
Morgan Stanley −5.0K

Who is planning to sell?

No insider has filed a notice of proposed sale (Form 144) for Barings Participation Investors in the last 12 months.

Is your stake being diluted?

There are not yet two fiscal years of reported share counts for Barings Participation Investors.

How patient are the owners?

Institutional shares by how long they've been held

5+ years44% 3–5 years13% 1–3 years31% Under 1 year13%

Quarterly turnover

9.1%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting MPV on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
B Barings LLC	289.2K	2.68%	+3.3K (+1.1%)	≤2021	0.1%
Shares held by quarter Peak holding289.2K (Q2'26) Change over 8 quarters+20.8K Share of the company2.680% Barings LLC's full portfolio →
MS Morgan Stanley	282.7K	2.62%	−5.0K (−1.7%)	≤2021	0.0%
Shares held by quarter Peak holding323.9K (Q2'25) Change over 8 quarters−23.9K Share of the company2.620% Morgan Stanley's full portfolio →

Barings LLC

289.2K

% of company

2.68%

Change vs last qtr

+3.3K (+1.1%)

Held since

≤2021

Morgan Stanley

282.7K

% of company

2.62%

Change vs last qtr

−5.0K (−1.7%)

Held since

≤2021

25 more super investors behind a free account

See every manager holding Barings Participation Investors, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting MPV on Form N-PORT; together they hold 0.1% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
PV Pinnacle Value Fund Bertolet Capital Trust	$73.7K	4.4K	0.04%	0.19%	June 30, 2026
RA RiverNorth Active Income ETF Elevation Series Trust	$53.5K	3.3K	0.03%	0.14%	July 31, 2026

Pinnacle Value Fund

Bertolet Capital Trust

Position value

$73.7K

% of company

0.04%

% of the fund

0.19%

As of

June 30, 2026

RiverNorth Active Income ETF

Elevation Series Trust

Position value

$53.5K

% of company

0.03%

% of the fund

0.14%

As of

July 31, 2026

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