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, Q4 2021
Institutional positions in Barings Corporate Investors as of Dec 31, 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
- 47
- +3 vs. Q3 2021
- Shares held
- 3.41M
- +168.6K (+5.2%) vs. Q3 2021
- Total value
- $56.0M
- +$4.13M (+8.0%) vs. Q3 2021
- New holders
- 7
- 15 more added
- Sold out
- 4
- 12 more reduced
1 institution that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Barings Corporate Investors; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Glen Eagle Advisors, LLC | 800 | $12.8K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 888 | $14.0K | 0.00% | +888 | New |
| BerganKDV Wealth Management, LLC | 928 | $15.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 980 | $16.0K | 0.00% | +980 | New |
| Global Retirement Partners, LLC | 1,040 | $17.0K | 0.01% | +1,040 | New |
| Ulland Investment Advisors, LLC | 1,165 | $19.0K | 0.01% | +1,165 | New |
| Steward Partners Investment Advisory, LLC | 1,650 | $26.0K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 2,000 | $32.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 3,391 | $54.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 3,704 | $59.0K | 0.00% | +54+1.5% | Added |
| Royal Bank of Canada | 5,988 | $96.0K | 0.00% | +2,479+70.6% | Added |
| Emfo, LLC | 8,336 | $133.0K | 0.12% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 10,322 | $165.0K | 0.01% | +10,322 | New |
| Montag A & Associates Inc | 11,705 | $187.0K | 0.01% | +2,050+21.2% | Added |
| Huntington National Bank | – | $190.0K | 0.00% | – | – |
| Mayfair Advisory Group, LLC | 12,111 | $191.0K | 0.25% | 00.0% | Unchanged |
| Altus Wealth Group LLC | 12,401 | $198.0K | 0.16% | 00.0% | Unchanged |
| St Germain D J Co Inc | 12,910 | $206.0K | 0.01% | +20.0% | Added |
| Raymond James Trust N.A. | 14,824 | $237.0K | 0.01% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 16,115 | $258.0K | 0.03% | +7,520+87.5% | Added |
| Envestnet Asset Management Inc | 18,476 | $295.0K | 0.00% | +1,799+10.8% | Added |
| Cetera Advisor Networks LLC | 20,689 | $331.0K | 0.00% | +192+0.9% | Added |
| GWM Advisors LLC | 29,788 | $476.0K | 0.01% | +29,788 | New |
| MUFG Americas Holdings Corp | 34,872 | $557.0K | 0.01% | 00.0% | Unchanged |
| Davenport & Co LLC | 36,292 | $580.0K | 0.00% | −12,335−25.4% | Reduced |
| Bank of America Corp | 41,915 | $669.0K | 0.00% | +207+0.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 52,223 | $835.0K | 0.00% | +16,624+46.7% | Added |
| Future Financial Wealth Managment LLC | 52,869 | $837.0K | 0.67% | +1,800+3.5% | Added |
| Dumont & Blake Investment Advisors LLC | 52,924 | $846.0K | 0.22% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 56,810 | $908.0K | 0.00% | −2,043−3.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 70,117 | $1.12M | 0.00% | −1,155−1.6% | Reduced |
| Advisor Group Holdings, Inc. | 70,904 | $1.13M | 0.00% | −34,245−32.6% | Reduced |
| Raymond James & Associates | 72,290 | $1.16M | 0.00% | +4,860+7.2% | Added |
| Commonwealth Equity Services, LLC | 83,594 | $1.33M | 0.00% | −2,609−3.0% | Reduced |
| Wells Fargo & Company | 84,897 | $1.36M | 0.00% | −449−0.5% | Reduced |
| Greenwich Investment Management, Inc. | 86,510 | $1.38M | 0.94% | +86,510 | New |
| TSP Capital Management Group, LLC | – | $1.41M | 0.47% | – | – |
| Colony Group LLC | 90,273 | $1.44M | 0.03% | −4,713−5.0% | Reduced |
| Oppenheimer & Co Inc | 91,467 | $1.46M | 0.03% | −2,275−2.4% | Reduced |
| LPL Financial LLC | 100,866 | $1.61M | 0.00% | +300.0% | Added |
| UBS Group AG | 122,412 | $1.96M | 0.00% | −52,572−30.0% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 138,613 | $2.21M | 0.10% | −656−0.5% | Reduced |
| Morgan Stanley | 151,521 | $2.42M | 0.00% | +6,506+4.5% | Added |
| Sky Investment Group LLC | 179,224 | $2.86M | 0.58% | +13,420+8.1% | Added |
| BHK Investment Advisors, LLC | 344,793 | $5.51M | 2.17% | −13,875−3.9% | Reduced |
| Curbstone Financial Management Corp | 416,186 | $6.65M | 1.18% | −1,000−0.2% | Reduced |
| Rivernorth Capital Management, LLC | 784,219 | $12.5M | 0.51% | +123,556+18.7% | Added |
| Biondo Investment Advisors, LLC | 0 | $0 | 0.00% | −13,000−100.0% | Sold out |
| Spire Wealth Management | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| Sawyer & Company, Inc | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Jacobi Capital Management LLC | 0 | $0 | 0.00% | −45−100.0% | Sold out |
| Mid Atlantic Financial Management Inc | – | – | – | – | Not filed |