BARINGS PARTN INVS (MPV)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
36
Reporting holders
$39.6M
Reported value
0.0%
Held as options
+2
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
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 |
| 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 |
| ENVESTNET ASSET MANAGEMENT INC | $497.0K | 29,514 | 0.00% | 5q | -4.8%-$25.0K |
| 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 |
| 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 |
| Ulland Investment Advisors, LLC | $12 | 700 | 0.01% | 19q | 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 | 36 | $39.6M | 2,349,056 | 2 | 12 | 8 | 0.0% |
| Q1 2026 | 34 | $39.1M | 2,282,614 | 3 | 13 | 10 | 0.0% |
| Q4 2025 | 35 | $35.8M | 2,244,456 | 1 | 15 | 6 | 0.0% |
| Q3 2025 | 37 | $45.5M | 2,264,391 | 4 | 9 | 12 | 0.0% |
| Q2 2025 | 37 | $50.5M | 2,511,459 | 6 | 10 | 12 | 0.0% |
| Q1 2025 | 32 | $43.3M | 2,458,652 | 3 | 14 | 4 | 0.0% |
| Q4 2024 | 35 | $37.7M | 2,206,177 | 3 | 13 | 8 | 0.0% |
| Q3 2024 | 33 | $38.0M | 2,243,864 | 3 | 14 | 5 | 0.0% |
| Q2 2024 | 34 | $40.3M | 2,439,869 | 2 | 11 | 7 | 0.0% |
| Q1 2024 | 33 | $47.1M | 2,924,118 | 5 | 6 | 9 | 0.0% |
| Q4 2023 | 32 | $44.3M | 2,839,451 | 5 | 4 | 9 | 0.0% |
| Q3 2023 | 28 | $36.4M | 2,707,068 | 2 | 7 | 7 | 0.0% |
| Q2 2023 | 26 | $39.8M | 3,070,708 | 3 | 7 | 5 | 0.0% |
| Q1 2023 | 25 | $39.2M | 3,054,266 | 4 | 5 | 6 | 0.0% |
| Q4 2022 | 17 | $29.8M | 2,417,631 | 1 | 6 | 4 | 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% |