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