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, Q3 2021
Institutional positions in Barings Corporate Investors as of Sep 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
- 45
- +1 vs. Q2 2021
- Shares held
- 3.27M
- +19.6K (+0.6%) vs. Q2 2021
- Total value
- $52.4M
- +$1.46M (+2.9%) vs. Q2 2021
- New holders
- 3
- 16 more added
- Sold out
- 2
- 12 more reduced
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Barings Corporate Investors; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Rivernorth Capital Management, LLC | 660,663 | $10.3M | 0.54% | +60,385+10.1% | Added |
| Curbstone Financial Management Corp | 417,186 | $6.49M | 1.22% | −8,650−2.0% | Reduced |
| BHK Investment Advisors, LLC | 358,668 | $5.58M | 2.30% | +6,930+2.0% | Added |
| UBS Group AG | 174,984 | $2.72M | 0.00% | −41,153−19.0% | Reduced |
| Sky Investment Group LLC | 165,804 | $2.58M | 0.57% | −1,650−1.0% | Reduced |
| Morgan Stanley | 145,015 | $2.25M | 0.00% | +3,855+2.7% | Added |
| Benjamin F. Edwards & Company, Inc. | 139,269 | $2.17M | 0.11% | −20,366−12.8% | Reduced |
| Advisor Group Holdings, Inc. | 105,149 | $1.64M | 0.00% | +48,950+87.1% | Added |
| LPL Financial LLC | 100,836 | $1.57M | 0.00% | −4,287−4.1% | Reduced |
| Colony Group LLC | 94,986 | $1.48M | 0.03% | +63+0.1% | Added |
| Oppenheimer & Co Inc | 93,742 | $1.46M | 0.03% | −350−0.4% | Reduced |
| TSP Capital Management Group, LLC | – | $1.37M | 0.47% | – | – |
| Commonwealth Equity Services, LLC | 86,203 | $1.34M | 0.00% | +495+0.6% | Added |
| Wells Fargo & Company | 85,346 | $1.33M | 0.00% | +7,550+9.7% | Added |
| Northwestern Mutual Wealth Management Co | 71,272 | $1.11M | 0.00% | −247−0.3% | Reduced |
| Raymond James & Associates | 67,430 | $1.05M | 0.00% | +62+0.1% | Added |
| Raymond James Financial Services Advisors, Inc. | 58,853 | $915.0K | 0.00% | +1,869+3.3% | Added |
| Dumont & Blake Investment Advisors LLC | 52,924 | $823.0K | 0.24% | −837−1.6% | Reduced |
| Future Financial Wealth Managment LLC | 51,069 | $776.0K | 0.80% | 00.0% | Unchanged |
| Davenport & Co LLC | 48,627 | $756.0K | 0.01% | +425+0.9% | Added |
| Bank of America Corp | 41,708 | $648.0K | 0.00% | −3,680−8.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 35,599 | $554.0K | 0.00% | +1,300+3.8% | Added |
| MUFG Americas Holdings Corp | 34,872 | $542.0K | 0.01% | 00.0% | Unchanged |
| Mid Atlantic Financial Management Inc | 33,005 | $513.0K | 0.03% | −22,000−40.0% | Reduced |
| Cetera Advisor Networks LLC | 20,497 | $319.0K | 0.00% | −483−2.3% | Reduced |
| Envestnet Asset Management Inc | 16,677 | $259.0K | 0.00% | +5,204+45.4% | Added |
| Raymond James Trust N.A. | 14,824 | $231.0K | 0.01% | 00.0% | Unchanged |
| Biondo Investment Advisors, LLC | 13,000 | $202.0K | 0.03% | 00.0% | Unchanged |
| St Germain D J Co Inc | 12,908 | $201.0K | 0.01% | 00.0% | Unchanged |
| Altus Wealth Group LLC | 12,401 | $193.0K | 0.19% | +12,401 | New |
| Mayfair Advisory Group, LLC | 12,111 | $188.0K | 0.29% | 00.0% | Unchanged |
| Huntington National Bank | – | $185.0K | 0.00% | – | – |
| Montag A & Associates Inc | 9,655 | $150.0K | 0.01% | +51+0.5% | Added |
| Stonebridge Capital Advisors LLC | 8,595 | $134.0K | 0.02% | 00.0% | Unchanged |
| Emfo, LLC | 8,336 | $130.0K | 0.11% | +8,336 | New |
| Rockefeller Capital Management L.P. | 3,650 | $56.0K | 0.00% | +56+1.6% | Added |
| Royal Bank of Canada | 3,509 | $55.0K | 0.00% | +5+0.1% | Added |
| AdvisorNet Financial, Inc | 3,391 | $53.0K | 0.00% | −300−8.1% | Reduced |
| Pittenger & Anderson Inc | 2,000 | $31.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,650 | $26.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 1,200 | $19.0K | 0.00% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 1,000 | $16.0K | 0.01% | +1,000 | New |
| BerganKDV Wealth Management, LLC | 928 | $14.0K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 800 | $12.4K | 0.00% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 45 | $1.00K | 0.00% | +1+2.3% | Added |
| Virtus ETF Advisers LLC | 0 | $0 | 0.00% | −34,476−100.0% | Sold out |
| Trust Co of Vermont | 0 | $0 | 0.00% | −888−100.0% | Sold out |