# BARINGS PARTN INVS (MPV)

> Institutional ownership reported to the SEC as of Q2 2026, from Form 13F filings. Source: https://holderbook.com/stocks/MPV/

- Reporting holders: 37
- Reported value: $40.1M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [BARINGS LLC](https://holderbook.com/funds/9015-barings-llc/) | $4.9M | 289,151 | 0.1% | 30 |
| [BENJAMIN EDWARDS INC](https://holderbook.com/funds/1451623-benjamin-edwards-inc/) | $4.8M | 286,600 | 0.0% | 8 |
| [MORGAN STANLEY](https://holderbook.com/funds/895421-morgan-stanley/) | $4.8M | 282,700 | 0.0% | 35 |
| [TSP Capital Management Group, LLC](https://holderbook.com/funds/1317208-tsp-capital-management-group-llc/) | $4.7M | 276,671 | 1.1% | 31 |
| [OSAIC HOLDINGS, INC.](https://holderbook.com/funds/1677044-osaic-holdings-inc/) | $3.7M | 217,893 | 0.0% | 26 |
| [LPL Financial LLC](https://holderbook.com/funds/1403438-lpl-financial-llc/) | $3.6M | 216,417 | 0.0% | 13 |
| [COMMONWEALTH EQUITY SERVICES, LLC](https://holderbook.com/funds/312272-commonwealth-equity-services-llc/) | $2.4M | 143,906 | 0.0% | 31 |
| [Cetera Investment Advisers](https://holderbook.com/funds/1666741-cetera-investment-advisers/) | $1.9M | 112,614 | 0.0% | 10 |
| [Smith Asset Management Co., LLC](https://holderbook.com/funds/2068217-smith-asset-management-co-llc/) | $1.1M | 68,007 | 0.9% | 7 |
| [ENVESTNET ASSET MANAGEMENT INC](https://holderbook.com/funds/1407543-envestnet-asset-management-inc/) | $994.0K | 59,028 | 0.0% | 5 |
| [BANK OF AMERICA CORP /DE/](https://holderbook.com/funds/70858-bank-of-america-corp-de/) | $838.4K | 49,789 | 0.0% | 31 |
| [Schwallier Wealth Management LLC](https://holderbook.com/funds/1934951-schwallier-wealth-management-llc/) | $801.5K | 47,596 | 0.5% | 11 |
| [Curbstone Financial Management Corp](https://holderbook.com/funds/1608057-curbstone-financial-management-corp/) | $793.8K | 47,140 | 0.1% | 31 |
| [CALDWELL SUTTER CAPITAL, INC.](https://holderbook.com/funds/702007-caldwell-sutter-capital-inc/) | $736.8K | 43,755 | 0.3% | 15 |
| [JONES FINANCIAL COMPANIES LLLP](https://holderbook.com/funds/815917-jones-financial-companies-lllp/) | $646.7K | 38,704 | 0.0% | 10 |
| [RAYMOND JAMES FINANCIAL INC](https://holderbook.com/funds/720005-raymond-james-financial-inc/) | $523.5K | 31,086 | 0.0% | 7 |
| [NewEdge Advisors, LLC](https://holderbook.com/funds/1633516-newedge-advisors-llc/) | $496.5K | 29,486 | 0.0% | 5 |
| [Vanguard National Trust Co](https://holderbook.com/funds/1984256-vanguard-national-trust-co/) | $491.7K | 29,200 | 0.0% | 2 |
| [UBS Group AG](https://holderbook.com/funds/1610520-ubs-group-ag/) | $358.9K | 21,311 | 0.0% | 31 |
| [OPPENHEIMER & CO INC](https://holderbook.com/funds/822581-oppenheimer-co-inc/) | $335.1K | 19,900 | 0.0% | 6 |
| [PFG Investments, LLC](https://holderbook.com/funds/1973224-pfg-investments-llc/) | $306.8K | 18,218 | 0.0% | 10 |
| [Sanctuary Advisors, LLC](https://holderbook.com/funds/1777271-sanctuary-advisors-llc/) | $285.7K | 16,968 | 0.0% | 9 |
| [MONTAG A & ASSOCIATES INC](https://holderbook.com/funds/829407-montag-a-associates-inc/) | $143.1K | 8,500 | 0.0% | 23 |
| [WELLS FARGO & COMPANY/MN](https://holderbook.com/funds/72971-wells-fargo-company-mn/) | $116.1K | 6,896 | 0.0% | 31 |
| [MERCER GLOBAL ADVISORS INC /ADV](https://holderbook.com/funds/853758-mercer-global-advisors-inc-adv/) | $62.1K | 3,687 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 37 | $40.1M |
| Q1 2026 | 35 | $39.1M |
| Q4 2025 | 36 | $35.8M |
| Q3 2025 | 39 | $48.1M |
| Q2 2025 | 40 | $53.3M |
| Q1 2025 | 35 | $45.8M |
| Q4 2024 | 38 | $40.0M |
| Q3 2024 | 37 | $40.5M |
| Q2 2024 | 39 | $46.9M |
| Q1 2024 | 37 | $53.5M |
| Q4 2023 | 36 | $50.9M |
| Q3 2023 | 32 | $42.5M |