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 2023
Institutional positions in Barings Corporate Investors as of Dec 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
- 55
- +1 vs. Q3 2023
- Shares held
- 2.52M
- −347.0K (−12.1%) vs. Q3 2023
- Total value
- $49.8M
- +$1.16M (+2.4%) vs. Q3 2023
- New holders
- 5
- 16 more added
- Sold out
- 4
- 17 more reduced
1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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.
| 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 2023
Shares, value and share of portfolio for each institution holding Barings Corporate Investors; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Curbstone Financial Management Corp | 367,736 | $6.78M | 1.54% | −4,300−1.2% | Reduced |
| BHK Investment Advisors, LLC | 219,896 | $4.05M | 2.33% | −100,855−31.4% | Reduced |
| Rivernorth Capital Management, LLC | 217,847 | $4.01M | 0.19% | −248,432−53.3% | Reduced |
| Invesco Ltd. | 182,079 | $3.36M | 0.00% | +7,224+4.1% | Added |
| Morgan Stanley | 180,340 | $3.32M | 0.00% | −4,226−2.3% | Reduced |
| Sky Investment Group LLC | – | $3.16M | 0.67% | – | – |
| RFG Advisory, LLC | 122,435 | $2.26M | 0.09% | +25,242+26.0% | Added |
| Atria Wealth Solutions, Inc. | 101,703 | $1.88M | 0.02% | +32,170+46.3% | Added |
| UBS Group AG | 101,614 | $1.87M | 0.00% | −96,747−48.8% | Reduced |
| TSP Capital Management Group, LLC | 89,095 | $1.64M | 0.57% | −574−0.6% | Reduced |
| Caldwell Sutter Capital, Inc. | 87,614 | $1.61M | 0.82% | 00.0% | Unchanged |
| Greenwich Investment Management, Inc. | 81,207 | $1.50M | 1.12% | −2,965−3.5% | Reduced |
| Commonwealth Equity Services, LLC | 80,520 | $1.48M | 0.00% | −3,881−4.6% | Reduced |
| GWM Advisors LLC | 58,315 | $1.08M | 0.01% | +10,285+21.4% | Added |
| Future Financial Wealth Managment LLC | 47,718 | $879.4K | 0.87% | +4,107+9.4% | Added |
| Dumont & Blake Investment Advisors LLC | 46,990 | $866.0K | 0.27% | −2,177−4.4% | Reduced |
| Beacon Pointe Advisors, LLC | 46,125 | $850.1K | 0.01% | +13,455+41.2% | Added |
| Advisor Group Holdings, Inc. | 38,583 | $711.2K | 0.00% | −9,250−19.3% | Reduced |
| Colony Group, LLC | 37,480 | $691.0K | 0.01% | +37,480 | New |
| Cambridge Investment Research Advisors, Inc. | 33,077 | $610.0K | 0.00% | +12,390+59.9% | Added |
| Benjamin F. Edwards & Company, Inc. | 30,642 | $565.0K | 0.01% | −193−0.6% | Reduced |
| Vanguard Group Inc | 30,100 | $554.7K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 24,984 | $460.5K | 0.00% | +9,488+61.2% | Added |
| Davenport & Co LLC | 23,866 | $439.9K | 0.00% | 00.0% | Unchanged |
| Raymond James & Associates | 22,782 | $419.9K | 0.00% | +993+4.6% | Added |
| Graypoint LLC | 21,547 | $397.1K | 0.03% | +472+2.2% | Added |
| HighTower Advisors, LLC | 21,263 | $392.0K | 0.00% | −922−4.2% | Reduced |
| US Bancorp | 20,872 | $384.7K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 19,341 | $356.5K | 0.00% | −1,517−7.3% | Reduced |
| Cetera Advisor Networks LLC | 18,827 | $347.0K | 0.00% | −295−1.5% | Reduced |
| Envestnet Asset Management Inc | 18,344 | $338.1K | 0.00% | −10,267−35.9% | Reduced |
| Stonebridge Capital Advisors LLC | 14,535 | $267.9K | 0.03% | −200−1.4% | Reduced |
| St Germain D J Co Inc | 13,841 | $255.1K | 0.01% | +1,040+8.1% | Added |
| Montag A & Associates Inc | 13,268 | $249.2K | 0.01% | +1,087+8.9% | Added |
| Huntington National Bank | – | $219.3K | 0.00% | – | – |
| Mercer Global Advisors Inc | 11,500 | $212.0K | 0.00% | 00.0% | Unchanged |
| Fiduciary Trust Co | 10,437 | $192.4K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 10,322 | $190.2K | 0.02% | 00.0% | Unchanged |
| MML Investors Services, LLC | 10,176 | $188.0K | 0.00% | +84+0.8% | Added |
| Commerce Bank | 10,026 | $184.8K | 0.00% | +10,026 | New |
| Comerica Bank | 5,200 | $95.8K | 0.00% | +3,025+139.1% | Added |
| Wells Fargo & Company | 5,142 | $94.8K | 0.00% | −5,058−49.6% | Reduced |
| Royal Bank of Canada | 4,496 | $83.0K | 0.00% | +8+0.2% | Added |
| BOK Financial Private Wealth, Inc. | 3,000 | $56.4K | 0.00% | +3,000 | New |
| Advisory Services Network, LLC | 2,394 | $44.1K | 0.00% | +2,394 | New |
| Pittenger & Anderson Inc | 2,000 | $36.9K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,425 | $26.3K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,200 | $22.1K | 0.00% | +1,200 | New |
| Global Retirement Partners, LLC | 1,040 | $18.5K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 888 | $16.4K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 850 | $15.7K | 0.00% | +425+100.0% | Added |
| Glen Eagle Advisors, LLC | 800 | $14.7K | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 750 | $14.0K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 625 | $11.8K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 49 | $903 | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 0 | $0 | 0.00% | −17,447−100.0% | Sold out |
| Consolidated Portfolio Review Corp | 0 | $0 | 0.00% | −10,751−100.0% | Sold out |
| Armstrong Advisory Group, Inc | 0 | $0 | 0.00% | −1,933−100.0% | Sold out |
| Cary Street Partner Investment Advisory LLC | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| Colony Group LLC | – | – | – | – | Not filed |