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 2023
Institutional positions in Barings Corporate Investors as of Mar 31, 2023. 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
- 53
- −3 vs. Q4 2022
- Shares held
- 3.34M
- −285.3K (−7.9%) vs. Q4 2022
- Total value
- $50.0M
- −$845.9K (−1.7%) vs. Q4 2022
- New holders
- 5
- 15 more added
- Sold out
- 8
- 16 more reduced
1 institution that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Barings Corporate Investors; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Rivernorth Capital Management, LLC | 949,184 | $13.4M | 0.65% | −119,408−11.2% | Reduced |
| Curbstone Financial Management Corp | 387,636 | $5.49M | 1.33% | −4,900−1.2% | Reduced |
| BHK Investment Advisors, LLC | 345,281 | $4.89M | 2.14% | +20,204+6.2% | Added |
| Benjamin F. Edwards & Company, Inc. | 186,100 | $2.63M | 0.11% | −7,576−3.9% | Reduced |
| Sky Investment Group LLC | – | $2.51M | 0.57% | – | – |
| Morgan Stanley | 132,111 | $1.87M | 0.00% | +1,468+1.1% | Added |
| UBS Group AG | 114,335 | $1.62M | 0.00% | −4,791−4.0% | Reduced |
| Almitas Capital LLC | 104,971 | $1.49M | 0.71% | +32,536+44.9% | Added |
| LPL Financial LLC | 92,040 | $1.30M | 0.00% | −3,313−3.5% | Reduced |
| TSP Capital Management Group, LLC | 88,773 | $1.26M | 0.45% | +163+0.2% | Added |
| Caldwell Sutter Capital, Inc. | 87,664 | $1.24M | 0.90% | +12,146+16.1% | Added |
| Greenwich Investment Management, Inc. | 83,692 | $1.18M | 0.91% | −125−0.1% | Reduced |
| Commonwealth Equity Services, LLC | 83,012 | $1.17M | 0.00% | −1,697−2.0% | Reduced |
| Wells Fargo & Company | 57,840 | $818.4K | 0.00% | −3,851−6.2% | Reduced |
| Dumont & Blake Investment Advisors LLC | 51,361 | $727.0K | 0.25% | +3,834+8.1% | Added |
| Colony Group LLC | 45,855 | $649.0K | 0.01% | −1,927−4.0% | Reduced |
| Future Financial Wealth Managment LLC | 42,008 | $603.0K | 0.66% | −90−0.2% | Reduced |
| Cetera Investment Advisers | 39,727 | $562.1K | 0.00% | +10,259+34.8% | Added |
| Advisor Group Holdings, Inc. | 38,021 | $538.1K | 0.00% | +3,017+8.6% | Added |
| Envestnet Asset Management Inc | 33,008 | $467.1K | 0.00% | +657+2.0% | Added |
| Davenport & Co LLC | 32,483 | $459.6K | 0.00% | −133−0.4% | Reduced |
| Vanguard Group Inc | 30,100 | $425.9K | 0.00% | +30,100 | New |
| GWM Advisors LLC | 29,880 | $404.1K | 0.01% | +950+3.3% | Added |
| Atria Wealth Solutions, Inc. | 28,068 | $397.2K | 0.01% | +2,410+9.4% | Added |
| Beacon Pointe Advisors, LLC | 25,602 | $362.3K | 0.01% | +25,602 | New |
| Cetera Advisor Networks LLC | 22,449 | $317.7K | 0.00% | +196+0.9% | Added |
| Raymond James & Associates | 21,678 | $306.7K | 0.00% | −1,913−8.1% | Reduced |
| HighTower Advisors, LLC | 21,037 | $298.0K | 0.00% | +115+0.5% | Added |
| US Bancorp | 20,872 | $295.3K | 0.00% | −14,000−40.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 18,526 | $262.0K | 0.00% | −495−2.6% | Reduced |
| Bank of America Corp | 17,458 | $247.0K | 0.00% | −1,192−6.4% | Reduced |
| Stonebridge Capital Advisors LLC | 15,175 | $214.7K | 0.02% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 14,824 | $210.0K | 0.01% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 14,477 | $204.8K | 0.00% | −39,611−73.2% | Reduced |
| Altus Wealth Group LLC | 12,401 | $175.5K | 0.12% | 00.0% | Unchanged |
| Montag A & Associates Inc | 12,016 | $170.0K | 0.01% | +72+0.6% | Added |
| Huntington National Bank | – | $168.4K | 0.00% | – | – |
| Fiduciary Trust Co | 10,437 | $147.7K | 0.00% | 00.0% | Unchanged |
| Consolidated Portfolio Review Corp | 10,430 | $147.6K | 0.04% | +10,430 | New |
| Royal Bank of Canada | 5,474 | $77.0K | 0.00% | +6+0.1% | Added |
| Advisory Services Network, LLC | 2,394 | $33.9K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 2,000 | $28.3K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 1,933 | $27.4K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 1,724 | $24.4K | 0.00% | +1,724 | New |
| Steward Partners Investment Advisory, LLC | 1,650 | $23.3K | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 1,165 | $16.0K | 0.02% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,040 | $14.3K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 968 | $13.7K | 0.00% | +968 | New |
| Trust Co of Vermont | 888 | $12.6K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 800 | $11.3K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 625 | $8.84K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 600 | $8.49K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 49 | $693 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −3,391−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −16,556−100.0% | Sold out |
| Silver Oak Securities, Inc | 0 | $0 | 0.00% | −13,928−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −10,322−100.0% | Sold out |
| Arlington Capital Management, Inc. | 0 | $0 | 0.00% | −10,034−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −3,967−100.0% | Sold out |
| Tandem Wealth Advisors LLC | 0 | $0 | 0.00% | −943−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| St Germain D J Co Inc | – | – | – | – | Not filed |