Barings Corporate Investors
MCI- Exchange
- NYSE
- SEC CIK
- 0000275694
No open-market purchases or sales by Barings Corporate Investors insiders were filed in the last 90 days; 67 institutions reported holding it in 13F filings for Q2 2026, worth $64.9M in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in Barings Corporate Investors as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 67
- +6 vs. Q1 2026
- Shares held
- 3.39M
- +152.0K (+4.7%) vs. Q1 2026
- Total value
- $62.7M
- +$2.26M (+3.7%) vs. Q1 2026
- New holders
- 11
- 21 more added
- Sold out
- 5
- 15 more reduced
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting MCI on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 67 | $64.9M |
| Q1 2026 | 61 | $60.4M |
| Q4 2025 | 67 | $65.3M |
| Q3 2025 | 68 | $74.8M |
| Q2 2025 | 69 | $77.9M |
| Q1 2025 | 69 | $82.7M |
| Q4 2024 | 66 | $65.4M |
| Q3 2024 | 57 | $55.9M |
| Q2 2024 | 54 | $54.8M |
| Q1 2024 | 55 | $50.9M |
| Q4 2023 | 55 | $53.1M |
| Q3 2023 | 55 | $49.3M |
| Q2 2023 | 49 | $50.1M |
| Q1 2023 | 53 | $50.0M |
| Q4 2022 | 57 | $50.8M |
| Q3 2022 | 50 | $46.7M |
| Q2 2022 | 49 | $48.0M |
| Q1 2022 | 50 | $53.8M |
| Q4 2021 | 47 | $56.0M |
| Q3 2021 | 45 | $52.4M |
| Q2 2021 | 44 | $51.0M |
| Q1 2021 | 50 | $46.9M |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Barings Corporate Investors; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BHK Investment Advisors, LLC | 386,988 | $6.80M | 2.03% | +9,458+2.5% | Added |
| Global Wealth Strategies & Associates | 299,749 | $5.26M | 1.00% | +12,926+4.5% | Added |
| Curbstone Financial Management Corp | 287,734 | $5.05M | 0.86% | −1,400−0.5% | Reduced |
| Barings LLC | 219,664 | $3.86M | 0.07% | 00.0% | Unchanged |
| Cetera Investment Advisers | 211,975 | $3.72M | 0.00% | +31,580+17.5% | Added |
| Secure Asset Management, LLC | 208,965 | $3.67M | 0.52% | +8,117+4.0% | Added |
| Morgan Stanley | 176,852 | $3.11M | 0.00% | −687−0.4% | Reduced |
| Sky Investment Group LLC | – | $3.08M | 0.48% | – | – |
| Smith Asset Management Co., LLC | 169,554 | $2.98M | 2.34% | −3,367−1.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 128,057 | $2.25M | 0.01% | +10,543+9.0% | Added |
| Beacon Pointe Advisors, LLC | 93,996 | $1.65M | 0.01% | +28,347+43.2% | Added |
| TSP Capital Management Group, LLC | 86,732 | $1.52M | 0.36% | – | – |
| MML Investors Services, LLC | 86,548 | $1.52M | 0.00% | +16,662+23.8% | Added |
| Caldwell Sutter Capital, Inc. | 83,984 | $1.47M | 0.56% | 00.0% | Unchanged |
| Patriot Investment Management Inc. | 68,100 | $1.20M | 0.07% | 00.0% | Unchanged |
| LPL Financial LLC | 63,324 | $1.11M | 0.00% | −42,652−40.2% | Reduced |
| Kestra Advisory Services, LLC | 62,458 | $1.10M | 0.00% | +1,976+3.3% | Added |
| Equitable Holdings, Inc. | 61,501 | $1.08M | 0.01% | +13,492+28.1% | Added |
| Commonwealth Equity Services, LLC | 58,908 | $1.03M | 0.00% | −2,041−3.3% | Reduced |
| Raymond James Financial Inc | 55,520 | $974.9K | 0.00% | +40.0% | Added |
| Benjamin Edwards Inc | 42,011 | $737.7K | 0.01% | +8,816+26.6% | Added |
| Future Financial Wealth Managment LLC | 44,370 | $737.4K | 0.46% | −2,651−5.6% | Reduced |
| Bank of America Corp | 41,680 | $731.9K | 0.00% | −1,617−3.7% | Reduced |
| Pensionmark Financial Group, LLC | 41,476 | $715.0K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 38,577 | $677.6K | 0.00% | −1,535−3.8% | Reduced |
| Vanguard National Trust Co | 30,100 | $528.6K | 0.03% | 00.0% | Unchanged |
| Cerity Partners LLC | 26,505 | $465.4K | 0.00% | +597+2.3% | Added |
| Jacobs Equity LLC | 25,776 | $452.6K | 0.31% | +4,748+22.6% | Added |
| Envestnet Asset Management Inc | 23,539 | $413.3K | 0.00% | −1,233−5.0% | Reduced |
| US Bancorp | 18,288 | $321.1K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 18,122 | $318.2K | 0.01% | +50.0% | Added |
| Rockefeller Capital Management L.P. | 18,025 | $316.5K | 0.00% | +297+1.7% | Added |
| Farther Finance Advisors, LLC | 17,697 | $310.8K | 0.00% | −705−3.8% | Reduced |
| Colony Group, LLC | 17,568 | $308.5K | 0.00% | −404−2.2% | Reduced |
| UBS Group AG | 16,906 | $296.9K | 0.00% | −8,331−33.0% | Reduced |
| Jones Financial Companies LLLP | 16,598 | $289.1K | 0.00% | +990+6.3% | Added |
| Commerce Bank | 15,256 | $267.9K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $237.1K | 0.00% | – | – |
| Stonebridge Capital Advisors LLC | 13,400 | $235.3K | 0.02% | +100+0.8% | Added |
| Perigon Wealth Management, LLC | 12,340 | $216.7K | 0.00% | +12,340 | New |
| Susquehanna International Group, LLP | 12,206 | $214.3K | 0.00% | +12,206 | New |
| Jane Street Group, LLC | 11,718 | $205.8K | 0.00% | −21,816−65.1% | Reduced |
| Millennium Management LLC | 11,292 | $198.3K | 0.00% | −734−6.1% | Reduced |
| Mayfair Advisory Group, LLC | 10,983 | $181.8K | 0.05% | 00.0% | Unchanged |
| Montag A & Associates Inc | 8,217 | $144.3K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 6,973 | $122.4K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 5,840 | $102.6K | 0.00% | +1,642+39.1% | Added |
| Buck Wealth Strategies, LLC | 5,115 | $89.8K | 0.01% | +5,115 | New |
| Royal Bank of Canada | 4,764 | $84.0K | 0.00% | +285+6.4% | Added |
| Whipplewood Advisors, LLC | 3,690 | $64.8K | 0.04% | +1,060+40.3% | Added |
| BOK Financial Private Wealth, Inc. | 2,825 | $49.6K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 2,081 | $36.5K | 0.01% | +2,081 | New |
| Pittenger & Anderson Inc | 2,000 | $35.1K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,200 | $21.1K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 1,193 | $20.9K | 0.00% | +26+2.2% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,072 | $18.8K | 0.01% | +1,072 | New |
| Global Retirement Partners, LLC | 1,040 | $18.3K | 0.00% | +1,040 | New |
| Trust Co of Vermont | 888 | $15.6K | 0.00% | +888 | New |
| Glen Eagle Advisors, LLC | 800 | $14.0K | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 735 | $13.0K | 0.01% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 425 | $7.46K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 400 | $7.02K | 0.00% | +400 | New |
| Trust Co | 230 | $4.04K | 0.00% | +230 | New |
| GWM Advisors LLC | 200 | $3.51K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 167 | $2.93K | 0.00% | −406−70.9% | Reduced |
| Assetmark, Inc | 114 | $2.00K | 0.00% | +114 | New |
| JFS Wealth Advisors, LLC | 62 | $1.09K | 0.00% | +62 | New |
| Goldman Sachs Group Inc | 0 | $0 | 0.00% | −17,800−100.0% | Sold out |
| Kovack Advisors, Inc. | 0 | $0 | 0.00% | −11,120−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −2,394−100.0% | Sold out |
| Hantz Financial Services, Inc. | 0 | $0 | 0.00% | −689−100.0% | Sold out |
| Rosenberg Matthew Hamilton | 0 | $0 | 0.00% | −320−100.0% | Sold out |