BARINGS PARTN INVS (MPV)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
37
Reporting holders
$40.1M
Reported value
0.0%
Calls
0.0%
Puts
+2
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BARINGS LLC | $4.9M | 289,151 | 0.09% | 30q | +1.1%+$55.2K |
| BENJAMIN EDWARDS INC | $4.8M | 286,600 | 0.04% | 8q | +0.7%+$32.0K |
| MORGAN STANLEY | $4.8M | 282,700 | 0.00% | 35q | -1.7%-$83.4K |
| TSP Capital Management Group, LLC | $4.7M | 276,671 | 1.11% | 31q | HELD |
| OSAIC HOLDINGS, INC. | $3.7M | 217,893 | 0.00% | 26q | +10.1%+$338.0K |
| LPL Financial LLC | $3.6M | 216,417 | 0.00% | 13q | +8.3%+$277.9K |
| COMMONWEALTH EQUITY SERVICES, LLC | $2.4M | 143,906 | 0.00% | 31q | +5.2%+$119.7K |
| Cetera Investment Advisers | $1.9M | 112,614 | 0.00% | 10q | +6.4%+$113.3K |
| Smith Asset Management Co., LLC | $1.1M | 68,007 | 0.90% | 7q | -0.9%-$10.2K |
| ENVESTNET ASSET MANAGEMENT INC | $994.0K | 59,028 | 0.00% | 5q | +90.4%+$472.0K |
| BANK OF AMERICA CORP /DE/ | $838.4K | 49,789 | 0.00% | 31q | HELD |
| Schwallier Wealth Management LLC | $801.5K | 47,596 | 0.51% | 11q | +1.6%+$12.4K |
| Curbstone Financial Management Corp | $793.8K | 47,140 | 0.14% | 31q | HELD |
| CALDWELL SUTTER CAPITAL, INC. | $736.8K | 43,755 | 0.28% | 15q | HELD |
| JONES FINANCIAL COMPANIES LLLP | $646.7K | 38,704 | 0.00% | 10q | -3.0%-$20.1K |
| RAYMOND JAMES FINANCIAL INC | $523.5K | 31,086 | 0.00% | 7q | +1.2%+$6.2K |
| NewEdge Advisors, LLC | $496.5K | 29,486 | 0.00% | 5q | -5.8%-$30.6K |
| Vanguard National Trust Co | $491.7K | 29,200 | 0.03% | 2q | HELD |
| UBS Group AG | $358.9K | 21,311 | 0.00% | 31q | -1.5%-$5.6K |
| OPPENHEIMER & CO INC | $335.1K | 19,900 | 0.00% | 6q | -2.5%-$8.4K |
| PFG Investments, LLC | $306.8K | 18,218 | 0.01% | 10q | +2.2%+$6.5K |
| Sanctuary Advisors, LLC | $285.7K | 16,968 | 0.00% | 9q | HELD |
| MONTAG A & ASSOCIATES INC | $143.1K | 8,500 | 0.01% | 23q | HELD |
| WELLS FARGO & COMPANY/MN | $116.1K | 6,896 | 0.00% | 31q | -26.8%-$42.5K |
| MERCER GLOBAL ADVISORS INC /ADV | $62.1K | 3,687 | 0.00% | new | NEW |
| Keating Financial Advisory Services, Inc. | $52.1K | 3,093 | 0.01% | 3q | +2.2%+$1.1K |
| ROYAL BANK OF CANADA | $51.0K | 3,000 | 0.00% | 31q | HELD |
| ST GERMAIN D J CO INC | $24.6K | 1,459 | 0.00% | 5q | +2.1% |
| Whipplewood Advisors, LLC | $22.7K | 1,349 | 0.02% | 5q | +3.0% |
| TRUST CO OF VERMONT | $20.2K | 1,200 | 0.00% | 6q | HELD |
| PFS Partners, LLC | $19.2K | 1,141 | 0.01% | 14q | HELD |
| Rockefeller Capital Management L.P. | $14.3K | 850 | 0.00% | 4q | HELD |
| Ulland Investment Advisors, LLC | $12.0K | 700 | 0.01% | 19q | HELD |
| Atlantic Union Bankshares Corp | $9.9K | 590 | 0.00% | 2q | HELD |
| Salomon & Ludwin, LLC | $6.0K | 365 | 0.00% | 12q | HELD |
| Integrated Wealth Concepts LLC | $3.4K | 200 | 0.00% | new | NEW |
| FIFTH THIRD BANCORP | $1.7K | 100 | 0.00% | 2q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 37 | $40.1M | 2,379,270 | 2 | 13 | 7 | 0.0% |
| Q1 2026 | 35 | $39.1M | 2,283,314 | 3 | 13 | 10 | 0.0% |
| Q4 2025 | 36 | $35.8M | 2,245,156 | 1 | 15 | 6 | 0.0% |
| Q3 2025 | 39 | $48.1M | 2,390,607 | 4 | 10 | 13 | 0.0% |
| Q2 2025 | 40 | $53.3M | 2,651,415 | 6 | 10 | 12 | 0.0% |
| Q1 2025 | 35 | $45.8M | 2,598,148 | 3 | 16 | 5 | 0.0% |
| Q4 2024 | 38 | $40.0M | 2,341,399 | 3 | 14 | 8 | 0.0% |
| Q3 2024 | 37 | $40.5M | 2,389,501 | 3 | 17 | 5 | 0.0% |
| Q2 2024 | 39 | $46.9M | 2,840,458 | 3 | 12 | 8 | 0.0% |
| Q1 2024 | 37 | $53.5M | 3,316,327 | 6 | 7 | 10 | 0.0% |
| Q4 2023 | 36 | $50.9M | 3,268,659 | 6 | 4 | 11 | 0.0% |
| Q3 2023 | 32 | $42.5M | 3,163,107 | 3 | 9 | 8 | 0.0% |
| Q2 2023 | 29 | $42.1M | 3,255,542 | 3 | 9 | 5 | 0.0% |
| Q1 2023 | 28 | $41.5M | 3,234,970 | 4 | 6 | 7 | 0.0% |
| Q4 2022 | 24 | $38.1M | 3,089,352 | 2 | 6 | 7 | 0.0% |
| Q3 2022 | 25 | $33.8M | 2,985,369 | 1 | 4 | 9 | 0.0% |
| Q2 2022 | 30 | $35.5M | 2,892,066 | 3 | 9 | 4 | 0.0% |
| Q1 2022 | 31 | $37.9M | 2,833,936 | 0 | 7 | 11 | 0.0% |
| Q4 2021 | 32 | $41.5M | 2,807,110 | 3 | 10 | 6 | 0.0% |
| Q3 2021 | 28 | $30.1M | 2,183,838 | 2 | 8 | 4 | 0.0% |
| Q2 2021 | 29 | $30.4M | 2,188,608 | 3 | 10 | 7 | 0.0% |
| Q1 2021 | 28 | $25.9M | 2,004,774 | 2 | 8 | 7 | 0.0% |
| Q4 2020 | 28 | $23.2M | 1,951,162 | 1 | 7 | 8 | 0.0% |
| Q3 2020 | 33 | $21.5M | 1,977,781 | 4 | 9 | 9 | 0.0% |
| Q2 2020 | 35 | $22.9M | 1,807,437 | 3 | 10 | 6 | 0.0% |
| Q1 2020 | 35 | $19.9M | 1,709,213 | 1 | 13 | 9 | 0.0% |
| Q4 2019 | 38 | $27.0M | 1,670,404 | 2 | 8 | 9 | 0.0% |
| Q3 2019 | 34 | $30.0M | 1,724,171 | 2 | 7 | 11 | 0.0% |
| Q2 2019 | 34 | $30.5M | 1,870,182 | 5 | 9 | 9 | 0.0% |
| Q1 2019 | 33 | $25.7M | 1,675,358 | 3 | 11 | 7 | 0.0% |
| Q4 2018 | 29 | $23.5M | 1,563,204 | 0 | 2 | 0 | 0.0% |