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 $62.7M in total; no superinvestor holds it.
13F holders, Q2 2021
Institutional positions in Barings Corporate Investors as of Jun 30, 2021. 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
- 44
- −5 vs. Q1 2021
- Shares held
- 3.25M
- −112.4K (−3.3%) vs. Q1 2021
- Total value
- $50.9M
- +$4.18M (+8.9%) vs. Q1 2021
- New holders
- 1
- 16 more added
- Sold out
- 6
- 14 more reduced
1 institution that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: 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 | $62.7M |
| Q1 2026 | 61 | $60.4M |
| Q4 2025 | 67 | $65.3M |
| Q3 2025 | 68 | $74.5M |
| Q2 2025 | 69 | $77.8M |
| Q1 2025 | 69 | $82.7M |
| Q4 2024 | 66 | $65.0M |
| Q3 2024 | 57 | $55.9M |
| Q2 2024 | 54 | $54.8M |
| Q1 2024 | 55 | $44.6M |
| Q4 2023 | 55 | $49.8M |
| 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 | $50.9M |
| Q1 2021 | 50 | $46.9M |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Barings Corporate Investors; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Jacobi Capital Management LLC | 44 | $1.00K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 800 | $12.2K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 888 | $13.0K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 928 | $14.0K | 0.00% | −1,856−66.7% | Reduced |
| Spire Wealth Management | 1,200 | $18.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,650 | $25.0K | 0.00% | +1,200+266.7% | Added |
| Pittenger & Anderson Inc | 2,000 | $30.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 3,504 | $53.0K | 0.00% | −4,995−58.8% | Reduced |
| Rockefeller Capital Management L.P. | 3,594 | $54.0K | 0.00% | +56+1.6% | Added |
| AdvisorNet Financial, Inc | 3,691 | $56.0K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 8,595 | $131.0K | 0.02% | 00.0% | Unchanged |
| Montag A & Associates Inc | 9,604 | $146.0K | 0.01% | +1,253+15.0% | Added |
| Envestnet Asset Management Inc | 11,473 | $174.0K | 0.00% | +11,473 | New |
| Huntington National Bank | – | $181.0K | 0.00% | – | – |
| Mayfair Advisory Group, LLC | 12,111 | $184.0K | 0.29% | 00.0% | Unchanged |
| St Germain D J Co Inc | 12,908 | $196.0K | 0.01% | −2,503−16.2% | Reduced |
| Biondo Investment Advisors, LLC | 13,000 | $198.0K | 0.03% | −2,000−13.3% | Reduced |
| Raymond James Trust N.A. | 14,824 | $225.0K | 0.01% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 20,980 | $319.0K | 0.00% | +690+3.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 34,299 | $521.0K | 0.00% | +6,514+23.4% | Added |
| Virtus ETF Advisers LLC | 34,476 | $524.0K | 0.22% | +5,714+19.9% | Added |
| MUFG Americas Holdings Corp | 34,872 | $530.0K | 0.01% | 00.0% | Unchanged |
| Bank of America Corp | 45,388 | $690.0K | 0.00% | +5,462+13.7% | Added |
| Davenport & Co LLC | 48,202 | $733.0K | 0.01% | −1,900−3.8% | Reduced |
| Future Financial Wealth Managment LLC | 51,069 | $776.0K | 0.80% | +4,473+9.6% | Added |
| Dumont & Blake Investment Advisors LLC | 53,761 | $817.0K | 0.23% | 00.0% | Unchanged |
| Mid Atlantic Financial Management Inc | 55,005 | $836.0K | 0.06% | −11,835−17.7% | Reduced |
| Advisor Group Holdings, Inc. | 56,199 | $855.0K | 0.00% | +2,112+3.9% | Added |
| Raymond James Financial Services Advisors, Inc. | 56,984 | $866.0K | 0.00% | +877+1.6% | Added |
| Raymond James & Associates | 67,368 | $1.02M | 0.00% | −6,654−9.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 71,519 | $1.09M | 0.00% | +5,384+8.1% | Added |
| Wells Fargo & Company | 77,796 | $1.18M | 0.00% | +850+1.1% | Added |
| Commonwealth Equity Services, LLC | 85,708 | $1.30M | 0.00% | −2,274−2.6% | Reduced |
| TSP Capital Management Group, LLC | – | $1.34M | 0.44% | – | – |
| Oppenheimer & Co Inc | 94,092 | $1.43M | 0.03% | −450−0.5% | Reduced |
| Colony Group LLC | 94,923 | $1.44M | 0.03% | −19,542−17.1% | Reduced |
| LPL Financial LLC | 105,123 | $1.60M | 0.00% | −1,068−1.0% | Reduced |
| Morgan Stanley | 141,160 | $2.15M | 0.00% | +7,452+5.6% | Added |
| Benjamin F. Edwards & Company, Inc. | 159,635 | $2.43M | 0.12% | +6,974+4.6% | Added |
| Sky Investment Group LLC | 167,454 | $2.54M | 0.57% | −2,800−1.6% | Reduced |
| UBS Group AG | 216,137 | $3.29M | 0.00% | −38,150−15.0% | Reduced |
| BHK Investment Advisors, LLC | 351,738 | $5.35M | 2.18% | −10,017−2.8% | Reduced |
| Curbstone Financial Management Corp | 425,836 | $6.47M | 1.22% | +6,870+1.6% | Added |
| Rivernorth Capital Management, LLC | 600,278 | $9.12M | 0.52% | +44,736+8.1% | Added |
| Granite Investment Advisors, LLC | 0 | $0 | 0.00% | −11,010−100.0% | Sold out |
| Sage Private Wealth Group, LLC | 0 | $0 | 0.00% | −10,864−100.0% | Sold out |
| Fifth Third Bancorp | 0 | $0 | 0.00% | −6,744−100.0% | Sold out |
| Ameritas Investment Company, LLC | 0 | $0 | 0.00% | −1,508−100.0% | Sold out |
| Manchester Financial Inc | 0 | $0 | 0.00% | −409−100.0% | Sold out |
| RMR Wealth Builders | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Money Concepts Capital Corp | – | – | – | – | Not filed |