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Livermore
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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, Q3 2023

Institutional positions in Barings Corporate Investors as of Sep 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
55
+6 vs. Q2 2023
Shares held
2.90M
−272.2K (−8.6%) vs. Q2 2023
Total value
$49.3M
−$865.0K (−1.7%) vs. Q2 2023
New holders
7
19 more added
Sold out
1
12 more reduced

Compare with Q2 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 holdersQ3 2023: 55 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 heldQ3 2023: $49.3M
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, Q3 2023

Shares, value and share of portfolio for each institution holding Barings Corporate Investors; share changes are against Q2 2023.

Institutions holding MCI in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Rivernorth Capital Management, LLC466,279$7.43M0.39%−419,861−47.4%Reduced
Curbstone Financial Management Corp372,036$5.93M1.47%+200+0.1%Added
BHK Investment Advisors, LLC320,751$5.11M2.35%−48,391−13.1%Reduced
UBS Group AG198,361$3.16M0.00%−7,525−3.7%Reduced
Morgan Stanley184,566$2.94M0.00%+9,298+5.3%Added
Invesco Ltd.174,855$2.79M0.00%+174,855New
Sky Investment Group LLC–$2.78M0.63%––
RFG Advisory, LLC97,193$1.55M0.07%+97,193New
TSP Capital Management Group, LLC89,669$1.43M0.55%+451+0.5%Added
Caldwell Sutter Capital, Inc.87,614$1.40M0.77%00.0%Unchanged
Commonwealth Equity Services, LLC84,401$1.34M0.00%+380.0%Added
Greenwich Investment Management, Inc.84,172$1.34M1.06%+1,560+1.9%Added
Atria Wealth Solutions, Inc.69,533$1.11M0.02%+38,632+125.0%Added
Dumont & Blake Investment Advisors LLC49,167$784.0K0.27%−1,149−2.3%Reduced
GWM Advisors LLC48,030$765.6K0.01%+18,750+64.0%Added
Advisor Group Holdings, Inc.47,833$762.5K0.00%+8,427+21.4%Added
Future Financial Wealth Managment LLC43,611$695.2K0.77%+903+2.1%Added
Colony Group LLC40,283$642.0K0.01%−1,386−3.3%Reduced
Beacon Pointe Advisors, LLC32,670$520.8K0.01%+32,670New
Benjamin F. Edwards & Company, Inc.30,835$492.0K0.02%−166,240−84.4%Reduced
Vanguard Group Inc30,100$479.8K0.00%00.0%Unchanged
Envestnet Asset Management Inc28,611$456.1K0.00%+1,543+5.7%Added
Davenport & Co LLC23,866$380.4K0.00%−2,050−7.9%Reduced
HighTower Advisors, LLC22,185$355.0K0.00%+1,077+5.1%Added
Raymond James & Associates21,789$347.3K0.00%+14+0.1%Added
Graypoint LLC21,075$335.9K0.03%+21,075New
US Bancorp20,872$332.7K0.00%00.0%Unchanged
Cetera Investment Advisers20,858$332.5K0.00%−18,110−46.5%Reduced
Cambridge Investment Research Advisors, Inc.20,687$330.0K0.00%+2,569+14.2%Added
Cetera Advisor Networks LLC19,122$304.8K0.00%+56+0.3%Added
Mariner, LLC17,447$278.1K0.00%+17,447New
Bank of America Corp15,496$247.0K0.00%+2,712+21.2%Added
Stonebridge Capital Advisors LLC14,735$234.9K0.03%−390−2.6%Reduced
St Germain D J Co Inc12,801$204.1K0.01%00.0%Unchanged
Montag A & Associates Inc12,181$194.2K0.01%+86+0.7%Added
Huntington National Bank–$189.7K0.00%––
Mercer Global Advisors Inc11,500$183.0K0.00%00.0%Unchanged
Consolidated Portfolio Review Corp10,751$171.4K0.04%+166+1.6%Added
Fiduciary Trust Co10,437$166.4K0.00%00.0%Unchanged
Money Concepts Capital Corp10,322$164.5K0.02%00.0%Unchanged
Wells Fargo & Company10,200$162.6K0.00%−24,005−70.2%Reduced
MML Investors Services, LLC10,092$161.0K0.00%+73+0.7%Added
Royal Bank of Canada4,488$72.0K0.00%+7+0.2%Added
Comerica Bank2,175$34.7K0.00%+2,175New
Pittenger & Anderson Inc2,000$31.9K0.00%00.0%Unchanged
Armstrong Advisory Group, Inc1,933$30.8K0.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC1,425$22.7K0.00%−225−13.6%Reduced
Global Retirement Partners, LLC1,040$16.0K0.00%00.0%Unchanged
Trust Co of Vermont888$14.2K0.00%00.0%Unchanged
Glen Eagle Advisors, LLC800$12.8K0.00%00.0%Unchanged
Ulland Investment Advisors, LLC750$12.0K0.01%−415−35.6%Reduced
Proequities, Inc.625$9.96K0.00%00.0%Unchanged
Cary Street Partner Investment Advisory LLC600$9.56K0.00%00.0%Unchanged
Fortis Group Advisors, LLC425$6.78K0.00%+425New
EverSource Wealth Advisors, LLC49$7810.00%00.0%Unchanged
Raymond James Trust N.A.0$00.00%−14,824−100.0%Sold out