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 2022
Institutional positions in Barings Corporate Investors as of Jun 30, 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
- 49
- −1 vs. Q1 2022
- Shares held
- 3.47M
- +34.1K (+1.0%) vs. Q1 2022
- Total value
- $48.0M
- −$5.82M (−10.8%) vs. Q1 2022
- New holders
- 3
- 13 more added
- Sold out
- 4
- 16 more reduced
Compare with Q1 2022: 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 2022
Shares, value and share of portfolio for each institution holding Barings Corporate Investors; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| IFP Advisors, Inc | 200 | $3.00K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 800 | $10.7K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 818 | $11.0K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 888 | $12.0K | 0.00% | +888 | New |
| Global Retirement Partners, LLC | 1,040 | $14.0K | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 1,165 | $16.0K | 0.02% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,650 | $22.0K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 2,000 | $27.0K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 2,002 | $27.0K | 0.00% | +2,002 | New |
| AdvisorNet Financial, Inc | 3,391 | $45.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 3,823 | $51.0K | 0.00% | +64+1.7% | Added |
| Royal Bank of Canada | 5,456 | $73.0K | 0.00% | +1,005+22.6% | Added |
| Almitas Capital LLC | 8,617 | $115.0K | 0.06% | +8,617 | New |
| Fiduciary Trust Co | 10,437 | $140.0K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 10,322 | $140.0K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 11,817 | $158.0K | 0.01% | +60+0.5% | Added |
| Huntington National Bank | – | $160.0K | 0.00% | – | – |
| Altus Wealth Group LLC | 12,401 | $193.0K | 0.19% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 14,824 | $199.0K | 0.01% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 15,175 | $203.0K | 0.02% | −940−5.8% | Reduced |
| St Germain D J Co Inc | 15,437 | $207.0K | 0.01% | −450−2.8% | Reduced |
| Bank of America Corp | 17,048 | $228.0K | 0.00% | −26,269−60.6% | Reduced |
| Susquehanna International Group, LLP | 17,617 | $236.0K | 0.00% | −1,654−8.6% | Reduced |
| Atria Wealth Solutions, Inc. | 21,361 | $286.0K | 0.01% | +9,330+77.5% | Added |
| Raymond James & Associates | 24,924 | $334.0K | 0.00% | +72+0.3% | Added |
| Cetera Advisor Networks LLC | 25,148 | $338.0K | 0.00% | +243+1.0% | Added |
| Envestnet Asset Management Inc | 27,968 | $375.0K | 0.00% | +8,622+44.6% | Added |
| GWM Advisors LLC | 30,130 | $404.0K | 0.01% | +117+0.4% | Added |
| Oppenheimer & Co Inc | 32,335 | $434.0K | 0.01% | −50,557−61.0% | Reduced |
| MUFG Americas Holdings Corp | 34,872 | $468.0K | 0.01% | 00.0% | Unchanged |
| Davenport & Co LLC | 36,691 | $492.0K | 0.00% | +599+1.7% | Added |
| Advisor Group Holdings, Inc. | 40,183 | $538.0K | 0.00% | −849−2.1% | Reduced |
| Dumont & Blake Investment Advisors LLC | 49,337 | $662.0K | 0.22% | −3,550−6.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 49,508 | $664.0K | 0.00% | −2,963−5.6% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 55,377 | $743.0K | 0.00% | −892−1.6% | Reduced |
| Colony Group LLC | 60,792 | $815.0K | 0.01% | −22,883−27.3% | Reduced |
| Future Financial Wealth Managment LLC | 53,568 | $816.0K | 0.80% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 82,489 | $1.11M | 0.00% | −2,362−2.8% | Reduced |
| Wells Fargo & Company | 82,418 | $1.11M | 0.00% | −2,247−2.7% | Reduced |
| Greenwich Investment Management, Inc. | 85,295 | $1.14M | 0.82% | 00.0% | Unchanged |
| TSP Capital Management Group, LLC | – | $1.15M | 0.45% | – | – |
| LPL Financial LLC | 106,090 | $1.42M | 0.00% | −4,603−4.2% | Reduced |
| UBS Group AG | 113,296 | $1.52M | 0.00% | −776−0.7% | Reduced |
| Morgan Stanley | 129,849 | $1.74M | 0.00% | −18,114−12.2% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 144,032 | $1.93M | 0.09% | +2,266+1.6% | Added |
| Sky Investment Group LLC | 178,464 | $2.39M | 0.57% | +390+0.2% | Added |
| BHK Investment Advisors, LLC | 374,826 | $5.03M | 2.26% | +33,903+9.9% | Added |
| Curbstone Financial Management Corp | 393,936 | $5.28M | 1.23% | −23,750−5.7% | Reduced |
| Rivernorth Capital Management, LLC | 1,080,917 | $14.5M | 0.59% | +230,212+27.1% | Added |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −69,230−100.0% | Sold out |
| Mayfair Advisory Group, LLC | 0 | $0 | 0.00% | −12,111−100.0% | Sold out |
| Kovack Advisors, Inc. | 0 | $0 | 0.00% | −11,300−100.0% | Sold out |
| Koshinski Asset Management, Inc. | 0 | $0 | 0.00% | −8,793−100.0% | Sold out |