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, Q1 2022
Institutional positions in Barings Corporate Investors as of Mar 31, 2022. 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
- 50
- +3 vs. Q4 2021
- Shares held
- 3.44M
- +30.6K (+0.9%) vs. Q4 2021
- Total value
- $53.8M
- −$2.21M (−4.0%) vs. Q4 2021
- New holders
- 6
- 14 more added
- Sold out
- 3
- 16 more reduced
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Barings Corporate Investors; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| IFP Advisors, Inc | 200 | $3.00K | 0.00% | +200 | New |
| EverSource Wealth Advisors, LLC | 818 | $12.0K | 0.00% | −162−16.5% | Reduced |
| Glen Eagle Advisors, LLC | 800 | $12.2K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,040 | $14.0K | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 1,165 | $18.0K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,650 | $25.0K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 2,000 | $30.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 3,391 | $52.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 3,759 | $57.0K | 0.00% | +55+1.5% | Added |
| Royal Bank of Canada | 4,451 | $68.0K | 0.00% | −1,537−25.7% | Reduced |
| Koshinski Asset Management, Inc. | 8,793 | $133.9K | 0.01% | +8,793 | New |
| Money Concepts Capital Corp | 10,322 | $157.0K | 0.01% | 00.0% | Unchanged |
| Fiduciary Trust Co | 10,437 | $159.0K | 0.00% | +10,437 | New |
| Kovack Advisors, Inc. | 11,300 | $172.0K | 0.02% | +11,300 | New |
| Montag A & Associates Inc | 11,757 | $179.0K | 0.01% | +52+0.4% | Added |
| Huntington National Bank | – | $181.0K | 0.00% | – | – |
| Atria Wealth Solutions, Inc. | 12,031 | $183.0K | 0.00% | +12,031 | New |
| Mayfair Advisory Group, LLC | 12,111 | $185.0K | 0.24% | 00.0% | Unchanged |
| Altus Wealth Group LLC | 12,401 | $189.0K | 0.15% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 14,824 | $226.0K | 0.01% | 00.0% | Unchanged |
| St Germain D J Co Inc | 15,887 | $242.0K | 0.01% | +2,977+23.1% | Added |
| Stonebridge Capital Advisors LLC | 16,115 | $245.0K | 0.03% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 19,271 | $293.0K | 0.00% | +19,271 | New |
| Envestnet Asset Management Inc | 19,346 | $295.0K | 0.00% | +870+4.7% | Added |
| Raymond James & Associates | 24,852 | $378.0K | 0.00% | −47,438−65.6% | Reduced |
| Cetera Advisor Networks LLC | 24,905 | $379.0K | 0.00% | +4,216+20.4% | Added |
| GWM Advisors LLC | 30,013 | $457.0K | 0.01% | +225+0.8% | Added |
| MUFG Americas Holdings Corp | 34,872 | $531.0K | 0.01% | 00.0% | Unchanged |
| Davenport & Co LLC | 36,092 | $550.0K | 0.00% | −200−0.6% | Reduced |
| Advisor Group Holdings, Inc. | 41,032 | $624.0K | 0.00% | −29,872−42.1% | Reduced |
| Bank of America Corp | 43,317 | $660.0K | 0.00% | +1,402+3.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 52,471 | $799.0K | 0.00% | +248+0.5% | Added |
| Dumont & Blake Investment Advisors LLC | 52,887 | $805.0K | 0.22% | −37−0.1% | Reduced |
| Future Financial Wealth Managment LLC | 53,568 | $816.0K | 0.68% | +699+1.3% | Added |
| Raymond James Financial Services Advisors, Inc. | 56,269 | $857.0K | 0.00% | −541−1.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 69,230 | $1.05M | 0.00% | −887−1.3% | Reduced |
| Oppenheimer & Co Inc | 82,892 | $1.26M | 0.02% | −8,575−9.4% | Reduced |
| Colony Group LLC | 83,675 | $1.27M | 0.02% | −6,598−7.3% | Reduced |
| TSP Capital Management Group, LLC | – | $1.28M | 0.43% | – | – |
| Wells Fargo & Company | 84,665 | $1.29M | 0.00% | −232−0.3% | Reduced |
| Commonwealth Equity Services, LLC | 84,851 | $1.29M | 0.00% | +1,257+1.5% | Added |
| Greenwich Investment Management, Inc. | 85,295 | $1.30M | 0.78% | −1,215−1.4% | Reduced |
| LPL Financial LLC | 110,693 | $1.69M | 0.00% | +9,827+9.7% | Added |
| UBS Group AG | 114,072 | $1.74M | 0.00% | −8,340−6.8% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 141,766 | $2.16M | 0.10% | +3,153+2.3% | Added |
| Morgan Stanley | 147,963 | $2.25M | 0.00% | −3,558−2.3% | Reduced |
| Sky Investment Group LLC | 178,074 | $2.71M | 0.57% | −1,150−0.6% | Reduced |
| BHK Investment Advisors, LLC | 340,923 | $5.19M | 2.17% | −3,870−1.1% | Reduced |
| Curbstone Financial Management Corp | 417,686 | $6.36M | 1.17% | +1,500+0.4% | Added |
| Rivernorth Capital Management, LLC | 850,705 | $13.0M | 0.49% | +66,486+8.5% | Added |
| Emfo, LLC | 0 | $0 | 0.00% | −8,336−100.0% | Sold out |
| BerganKDV Wealth Management, LLC | 0 | $0 | 0.00% | −928−100.0% | Sold out |
| Trust Co of Vermont | 0 | $0 | 0.00% | −888−100.0% | Sold out |