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 |
|---|---|---|---|---|---|
| EverSource Wealth Advisors, LLC | 49 | $693 | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 600 | $8.49K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 625 | $8.84K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 800 | $11.3K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 888 | $12.6K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 968 | $13.7K | 0.00% | +968 | New |
| Global Retirement Partners, LLC | 1,040 | $14.3K | 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 | $23.3K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 1,724 | $24.4K | 0.00% | +1,724 | New |
| Armstrong Advisory Group, Inc | 1,933 | $27.4K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 2,000 | $28.3K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 2,394 | $33.9K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 5,474 | $77.0K | 0.00% | +6+0.1% | Added |
| Consolidated Portfolio Review Corp | 10,430 | $147.6K | 0.04% | +10,430 | New |
| Fiduciary Trust Co | 10,437 | $147.7K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $168.4K | 0.00% | – | – |
| Montag A & Associates Inc | 12,016 | $170.0K | 0.01% | +72+0.6% | Added |
| Altus Wealth Group LLC | 12,401 | $175.5K | 0.12% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 14,477 | $204.8K | 0.00% | −39,611−73.2% | Reduced |
| Raymond James Trust N.A. | 14,824 | $210.0K | 0.01% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 15,175 | $214.7K | 0.02% | 00.0% | Unchanged |
| Bank of America Corp | 17,458 | $247.0K | 0.00% | −1,192−6.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 18,526 | $262.0K | 0.00% | −495−2.6% | Reduced |
| US Bancorp | 20,872 | $295.3K | 0.00% | −14,000−40.1% | Reduced |
| HighTower Advisors, LLC | 21,037 | $298.0K | 0.00% | +115+0.5% | Added |
| Raymond James & Associates | 21,678 | $306.7K | 0.00% | −1,913−8.1% | Reduced |
| Cetera Advisor Networks LLC | 22,449 | $317.7K | 0.00% | +196+0.9% | Added |
| Beacon Pointe Advisors, LLC | 25,602 | $362.3K | 0.01% | +25,602 | New |
| Atria Wealth Solutions, Inc. | 28,068 | $397.2K | 0.01% | +2,410+9.4% | Added |
| GWM Advisors LLC | 29,880 | $404.1K | 0.01% | +950+3.3% | Added |
| Vanguard Group Inc | 30,100 | $425.9K | 0.00% | +30,100 | New |
| Davenport & Co LLC | 32,483 | $459.6K | 0.00% | −133−0.4% | Reduced |
| Envestnet Asset Management Inc | 33,008 | $467.1K | 0.00% | +657+2.0% | Added |
| Advisor Group Holdings, Inc. | 38,021 | $538.1K | 0.00% | +3,017+8.6% | Added |
| Cetera Investment Advisers | 39,727 | $562.1K | 0.00% | +10,259+34.8% | Added |
| Future Financial Wealth Managment LLC | 42,008 | $603.0K | 0.66% | −90−0.2% | Reduced |
| Colony Group LLC | 45,855 | $649.0K | 0.01% | −1,927−4.0% | Reduced |
| Dumont & Blake Investment Advisors LLC | 51,361 | $727.0K | 0.25% | +3,834+8.1% | Added |
| Wells Fargo & Company | 57,840 | $818.4K | 0.00% | −3,851−6.2% | Reduced |
| Commonwealth Equity Services, LLC | 83,012 | $1.17M | 0.00% | −1,697−2.0% | Reduced |
| Greenwich Investment Management, Inc. | 83,692 | $1.18M | 0.91% | −125−0.1% | Reduced |
| Caldwell Sutter Capital, Inc. | 87,664 | $1.24M | 0.90% | +12,146+16.1% | Added |
| TSP Capital Management Group, LLC | 88,773 | $1.26M | 0.45% | +163+0.2% | Added |
| LPL Financial LLC | 92,040 | $1.30M | 0.00% | −3,313−3.5% | Reduced |
| Almitas Capital LLC | 104,971 | $1.49M | 0.71% | +32,536+44.9% | Added |
| UBS Group AG | 114,335 | $1.62M | 0.00% | −4,791−4.0% | Reduced |
| Morgan Stanley | 132,111 | $1.87M | 0.00% | +1,468+1.1% | Added |
| Sky Investment Group LLC | – | $2.51M | 0.57% | – | – |
| Benjamin F. Edwards & Company, Inc. | 186,100 | $2.63M | 0.11% | −7,576−3.9% | Reduced |
| BHK Investment Advisors, LLC | 345,281 | $4.89M | 2.14% | +20,204+6.2% | Added |
| Curbstone Financial Management Corp | 387,636 | $5.49M | 1.33% | −4,900−1.2% | Reduced |
| Rivernorth Capital Management, LLC | 949,184 | $13.4M | 0.65% | −119,408−11.2% | Reduced |
| 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 |