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