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Livermore
Livermore
ZHEN

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 2023

Institutional positions in Barings Corporate Investors as of Jun 30, 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
49
−4 vs. Q1 2023
Shares held
3.18M
−165.5K (−5.0%) vs. Q1 2023
Total value
$50.1M
+$179.5K (+0.4%) vs. Q1 2023
New holders
4
13 more added
Sold out
8
16 more reduced

Compare with Q1 2023: 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.

Institutional holdersQ2 2023: 49 institutions
Q1 2021: 50 institutionsQ2 2021: 44 institutionsQ3 2021: 45 institutionsQ4 2021: 47 institutionsQ1 2022: 50 institutionsQ2 2022: 49 institutionsQ3 2022: 50 institutionsQ4 2022: 57 institutionsQ1 2023: 53 institutionsQ2 2023: 49 institutionsQ3 2023: 55 institutionsQ4 2023: 55 institutionsQ1 2024: 55 institutionsQ2 2024: 54 institutionsQ3 2024: 57 institutionsQ4 2024: 66 institutionsQ1 2025: 69 institutionsQ2 2025: 69 institutionsQ3 2025: 68 institutionsQ4 2025: 67 institutionsQ1 2026: 61 institutionsQ2 2026: 67 institutions
Value heldQ2 2023: $50.1M
Q1 2021: $46.9MQ2 2021: $50.9MQ3 2021: $52.4MQ4 2021: $56.0MQ1 2022: $53.8MQ2 2022: $48.0MQ3 2022: $46.7MQ4 2022: $50.8MQ1 2023: $50.0MQ2 2023: $50.1MQ3 2023: $49.3MQ4 2023: $49.8MQ1 2024: $44.6MQ2 2024: $54.8MQ3 2024: $55.9MQ4 2024: $65.0MQ1 2025: $82.7MQ2 2025: $77.8MQ3 2025: $74.5MQ4 2025: $65.3MQ1 2026: $60.4MQ2 2026: $62.7M
Institutions holding MCI and their total value by quarter
QuarterHoldersValue
Q2 202667$62.7M
Q1 202661$60.4M
Q4 202567$65.3M
Q3 202568$74.5M
Q2 202569$77.8M
Q1 202569$82.7M
Q4 202466$65.0M
Q3 202457$55.9M
Q2 202454$54.8M
Q1 202455$44.6M
Q4 202355$49.8M
Q3 202355$49.3M
Q2 202349$50.1M
Q1 202353$50.0M
Q4 202257$50.8M
Q3 202250$46.7M
Q2 202249$48.0M
Q1 202250$53.8M
Q4 202147$56.0M
Q3 202145$52.4M
Q2 202144$50.9M
Q1 202150$46.9M

Institutions, Q2 2023

Shares, value and share of portfolio for each institution holding Barings Corporate Investors; share changes are against Q1 2023.

Institutions holding MCI in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Rivernorth Capital Management, LLC886,140$13.2M0.66%−63,044−6.6%Reduced
Curbstone Financial Management Corp371,836$5.54M1.32%−15,800−4.1%Reduced
BHK Investment Advisors, LLC369,142$5.50M2.35%+23,861+6.9%Added
UBS Group AG205,886$3.07M0.00%+91,551+80.1%Added
Benjamin F. Edwards & Company, Inc.197,075$2.94M0.11%+10,975+5.9%Added
Sky Investment Group LLC–$2.63M0.57%––
Morgan Stanley175,268$2.61M0.00%+43,157+32.7%Added
TSP Capital Management Group, LLC89,218$1.33M0.48%+445+0.5%Added
Caldwell Sutter Capital, Inc.87,614$1.31M0.68%−50−0.1%Reduced
Commonwealth Equity Services, LLC84,363$1.26M0.00%+1,351+1.6%Added
Greenwich Investment Management, Inc.82,612$1.23M0.93%−1,080−1.3%Reduced
Dumont & Blake Investment Advisors LLC50,316$750.0K0.24%−1,045−2.0%Reduced
Future Financial Wealth Managment LLC42,708$636.3K0.67%+700+1.7%Added
Colony Group LLC41,669$621.0K0.01%−4,186−9.1%Reduced
Advisor Group Holdings, Inc.39,406$587.3K0.00%+1,385+3.6%Added
Cetera Investment Advisers38,968$580.6K0.00%−759−1.9%Reduced
Wells Fargo & Company34,205$509.7K0.00%−23,635−40.9%Reduced
Atria Wealth Solutions, Inc.30,901$460.4K0.01%+2,833+10.1%Added
Vanguard Group Inc30,100$448.5K0.00%00.0%Unchanged
GWM Advisors LLC29,280$436.3K0.00%−600−2.0%Reduced
Envestnet Asset Management Inc27,068$403.3K0.00%−5,940−18.0%Reduced
Davenport & Co LLC25,916$386.1K0.00%−6,567−20.2%Reduced
Raymond James & Associates21,775$324.5K0.00%+97+0.4%Added
HighTower Advisors, LLC21,108$315.0K0.00%+71+0.3%Added
US Bancorp20,872$311.0K0.00%00.0%Unchanged
Cetera Advisor Networks LLC19,066$284.1K0.00%−3,383−15.1%Reduced
Cambridge Investment Research Advisors, Inc.18,118$270.0K0.00%−408−2.2%Reduced
Stonebridge Capital Advisors LLC15,125$225.4K0.02%−50−0.3%Reduced
Raymond James Trust N.A.14,824$221.0K0.01%00.0%Unchanged
St Germain D J Co Inc12,801$190.7K0.01%+12,801New
Bank of America Corp12,784$190.5K0.00%−4,674−26.8%Reduced
Montag A & Associates Inc12,095$180.2K0.01%+79+0.7%Added
Huntington National Bank–$177.3K0.00%––
Mercer Global Advisors Inc11,500$171.0K0.00%+11,500New
Consolidated Portfolio Review Corp10,585$157.7K0.04%+155+1.5%Added
Fiduciary Trust Co10,437$155.5K0.00%00.0%Unchanged
Money Concepts Capital Corp10,322$153.8K0.02%+10,322New
MML Investors Services, LLC10,019$149.0K0.00%+10,019New
Royal Bank of Canada4,481$67.0K0.00%−993−18.1%Reduced
Pittenger & Anderson Inc2,000$29.8K0.00%00.0%Unchanged
Armstrong Advisory Group, Inc1,933$28.8K0.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC1,650$24.6K0.00%00.0%Unchanged
Ulland Investment Advisors, LLC1,165$17.0K0.02%00.0%Unchanged
Global Retirement Partners, LLC1,040$15.5K0.00%00.0%Unchanged
Trust Co of Vermont888$13.2K0.00%00.0%Unchanged
Glen Eagle Advisors, LLC800$11.9K0.00%00.0%Unchanged
Proequities, Inc.625$9.31K0.00%00.0%Unchanged
Cary Street Partner Investment Advisory LLC600$8.94K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC49$7300.00%00.0%Unchanged
Almitas Capital LLC0$00.00%−104,971−100.0%Sold out
LPL Financial LLC0$00.00%−92,040−100.0%Sold out
Beacon Pointe Advisors, LLC0$00.00%−25,602−100.0%Sold out
Raymond James Financial Services Advisors, Inc.0$00.00%−14,477−100.0%Sold out
Altus Wealth Group LLC0$00.00%−12,401−100.0%Sold out
Advisory Services Network, LLC0$00.00%−2,394−100.0%Sold out
Ameritas Advisory Services, LLC0$00.00%−1,724−100.0%Sold out
FMR LLC0$00.00%−968−100.0%Sold out