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 2022
Institutional positions in Barings Corporate Investors as of Dec 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
- 57
- +7 vs. Q3 2022
- Shares held
- 3.64M
- +142.9K (+4.1%) vs. Q3 2022
- Total value
- $50.8M
- +$4.14M (+8.9%) vs. Q3 2022
- New holders
- 11
- 11 more added
- Sold out
- 4
- 18 more reduced
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Barings Corporate Investors; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Rivernorth Capital Management, LLC | 1,068,592 | $14.9M | 0.67% | −34,924−3.2% | Reduced |
| Curbstone Financial Management Corp | 392,536 | $5.48M | 1.37% | 00.0% | Unchanged |
| BHK Investment Advisors, LLC | 325,077 | $4.54M | 2.55% | −40,803−11.2% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 193,676 | $2.70M | 0.12% | +36,563+23.3% | Added |
| Sky Investment Group LLC | 177,789 | $2.48M | 0.59% | −1,275−0.7% | Reduced |
| Morgan Stanley | 130,643 | $1.82M | 0.00% | +1,113+0.9% | Added |
| UBS Group AG | 119,126 | $1.66M | 0.00% | +5,265+4.6% | Added |
| LPL Financial LLC | 95,353 | $1.33M | 0.00% | −7,321−7.1% | Reduced |
| TSP Capital Management Group, LLC | 88,610 | $1.24M | 0.46% | – | – |
| Commonwealth Equity Services, LLC | 84,709 | $1.18M | 0.00% | −73−0.1% | Reduced |
| Greenwich Investment Management, Inc. | 83,817 | $1.17M | 0.93% | −1,478−1.7% | Reduced |
| Caldwell Sutter Capital, Inc. | 75,518 | $1.05M | 0.93% | +75,518 | New |
| Almitas Capital LLC | 72,435 | $1.01M | 0.47% | +26,490+57.7% | Added |
| Wells Fargo & Company | 61,691 | $861.2K | 0.00% | −19,251−23.8% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 54,088 | $755.1K | 0.00% | +2,119+4.1% | Added |
| Colony Group LLC | 47,782 | $667.0K | 0.01% | −13,184−21.6% | Reduced |
| Dumont & Blake Investment Advisors LLC | 47,527 | $663.0K | 0.23% | −1,810−3.7% | Reduced |
| Future Financial Wealth Managment LLC | 42,098 | $587.7K | 0.67% | −13,423−24.2% | Reduced |
| Advisor Group Holdings, Inc. | 35,004 | $489.0K | 0.00% | −2,705−7.2% | Reduced |
| US Bancorp | 34,872 | $486.8K | 0.00% | +34,872 | New |
| Davenport & Co LLC | 32,616 | $455.0K | 0.00% | −3,075−8.6% | Reduced |
| Envestnet Asset Management Inc | 32,351 | $451.6K | 0.00% | +5,033+18.4% | Added |
| Cetera Investment Advisers | 29,468 | $411.4K | 0.00% | +29,468 | New |
| GWM Advisors LLC | 28,930 | $401.1K | 0.01% | −900−3.0% | Reduced |
| Atria Wealth Solutions, Inc. | 25,658 | $358.2K | 0.01% | +1,726+7.2% | Added |
| Raymond James & Associates | 23,591 | $329.3K | 0.00% | −1,915−7.5% | Reduced |
| Cetera Advisor Networks LLC | 22,253 | $310.6K | 0.00% | −4,794−17.7% | Reduced |
| HighTower Advisors, LLC | 20,922 | $292.0K | 0.00% | +20,922 | New |
| Cambridge Investment Research Advisors, Inc. | 19,021 | $266.0K | 0.00% | −13,577−41.6% | Reduced |
| Bank of America Corp | 18,650 | $260.4K | 0.00% | +502+2.8% | Added |
| Susquehanna International Group, LLP | 16,556 | $231.1K | 0.00% | +16,556 | New |
| Stonebridge Capital Advisors LLC | 15,175 | $211.8K | 0.03% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 14,824 | $207.0K | 0.01% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 13,928 | $194.0K | 0.04% | +13,928 | New |
| Altus Wealth Group LLC | 12,401 | $173.1K | 0.13% | 00.0% | Unchanged |
| Montag A & Associates Inc | 11,944 | $170.1K | 0.01% | +68+0.6% | Added |
| Huntington National Bank | – | $166.1K | 0.00% | – | – |
| Fiduciary Trust Co | 10,437 | $145.7K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 10,322 | $144.1K | 0.01% | 00.0% | Unchanged |
| Arlington Capital Management, Inc. | 10,034 | $140.1K | 0.16% | +10,034 | New |
| Royal Bank of Canada | 5,468 | $76.0K | 0.00% | +6+0.1% | Added |
| Rockefeller Capital Management L.P. | 3,967 | $55.0K | 0.00% | +77+2.0% | Added |
| AdvisorNet Financial, Inc | 3,391 | $47.3K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 2,394 | $33.4K | 0.00% | +2,394 | New |
| Pittenger & Anderson Inc | 2,000 | $27.9K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 1,933 | $27.0K | 0.00% | +1,933 | New |
| Steward Partners Investment Advisory, LLC | 1,650 | $23.0K | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 1,165 | $16.0K | 0.02% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,040 | $14.5K | 0.00% | 00.0% | Unchanged |
| Tandem Wealth Advisors LLC | 943 | $13.2K | 0.01% | +943 | New |
| Trust Co of Vermont | 888 | $12.4K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 800 | $11.2K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 625 | $8.90K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 600 | $8.38K | 0.00% | +600 | New |
| IFP Advisors, Inc | 200 | $3.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 49 | $684 | 0.00% | −769−94.0% | Reduced |
| St Germain D J Co Inc | 15,102 | $211 | 0.00% | −335−2.2% | Reduced |
| MUFG Americas Holdings Corp | 0 | $0 | 0.00% | −34,872−100.0% | Sold out |
| Oppenheimer & Co Inc | 0 | $0 | 0.00% | −19,918−100.0% | Sold out |
| RMB Capital Management, LLC | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −433−100.0% | Sold out |