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 |
|---|---|---|---|---|---|
| EverSource Wealth Advisors, LLC | 49 | $903 | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 625 | $11.8K | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 750 | $14.0K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 800 | $14.7K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 850 | $15.7K | 0.00% | +425+100.0% | Added |
| Trust Co of Vermont | 888 | $16.4K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,040 | $18.5K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,200 | $22.1K | 0.00% | +1,200 | New |
| Steward Partners Investment Advisory, LLC | 1,425 | $26.3K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 2,000 | $36.9K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 2,394 | $44.1K | 0.00% | +2,394 | New |
| BOK Financial Private Wealth, Inc. | 3,000 | $56.4K | 0.00% | +3,000 | New |
| Royal Bank of Canada | 4,496 | $83.0K | 0.00% | +8+0.2% | Added |
| Wells Fargo & Company | 5,142 | $94.8K | 0.00% | −5,058−49.6% | Reduced |
| Comerica Bank | 5,200 | $95.8K | 0.00% | +3,025+139.1% | Added |
| Commerce Bank | 10,026 | $184.8K | 0.00% | +10,026 | New |
| MML Investors Services, LLC | 10,176 | $188.0K | 0.00% | +84+0.8% | Added |
| Money Concepts Capital Corp | 10,322 | $190.2K | 0.02% | 00.0% | Unchanged |
| Fiduciary Trust Co | 10,437 | $192.4K | 0.00% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 11,500 | $212.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $219.3K | 0.00% | – | – |
| Montag A & Associates Inc | 13,268 | $249.2K | 0.01% | +1,087+8.9% | Added |
| St Germain D J Co Inc | 13,841 | $255.1K | 0.01% | +1,040+8.1% | Added |
| Stonebridge Capital Advisors LLC | 14,535 | $267.9K | 0.03% | −200−1.4% | Reduced |
| Envestnet Asset Management Inc | 18,344 | $338.1K | 0.00% | −10,267−35.9% | Reduced |
| Cetera Advisor Networks LLC | 18,827 | $347.0K | 0.00% | −295−1.5% | Reduced |
| Cetera Investment Advisers | 19,341 | $356.5K | 0.00% | −1,517−7.3% | Reduced |
| US Bancorp | 20,872 | $384.7K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 21,263 | $392.0K | 0.00% | −922−4.2% | Reduced |
| Graypoint LLC | 21,547 | $397.1K | 0.03% | +472+2.2% | Added |
| Raymond James & Associates | 22,782 | $419.9K | 0.00% | +993+4.6% | Added |
| Davenport & Co LLC | 23,866 | $439.9K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 24,984 | $460.5K | 0.00% | +9,488+61.2% | Added |
| Vanguard Group Inc | 30,100 | $554.7K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 30,642 | $565.0K | 0.01% | −193−0.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 33,077 | $610.0K | 0.00% | +12,390+59.9% | Added |
| Colony Group, LLC | 37,480 | $691.0K | 0.01% | +37,480 | New |
| Advisor Group Holdings, Inc. | 38,583 | $711.2K | 0.00% | −9,250−19.3% | Reduced |
| Beacon Pointe Advisors, LLC | 46,125 | $850.1K | 0.01% | +13,455+41.2% | Added |
| Dumont & Blake Investment Advisors LLC | 46,990 | $866.0K | 0.27% | −2,177−4.4% | Reduced |
| Future Financial Wealth Managment LLC | 47,718 | $879.4K | 0.87% | +4,107+9.4% | Added |
| GWM Advisors LLC | 58,315 | $1.08M | 0.01% | +10,285+21.4% | Added |
| Commonwealth Equity Services, LLC | 80,520 | $1.48M | 0.00% | −3,881−4.6% | Reduced |
| Greenwich Investment Management, Inc. | 81,207 | $1.50M | 1.12% | −2,965−3.5% | Reduced |
| Caldwell Sutter Capital, Inc. | 87,614 | $1.61M | 0.82% | 00.0% | Unchanged |
| TSP Capital Management Group, LLC | 89,095 | $1.64M | 0.57% | −574−0.6% | Reduced |
| UBS Group AG | 101,614 | $1.87M | 0.00% | −96,747−48.8% | Reduced |
| Atria Wealth Solutions, Inc. | 101,703 | $1.88M | 0.02% | +32,170+46.3% | Added |
| RFG Advisory, LLC | 122,435 | $2.26M | 0.09% | +25,242+26.0% | Added |
| Sky Investment Group LLC | – | $3.16M | 0.67% | – | – |
| Morgan Stanley | 180,340 | $3.32M | 0.00% | −4,226−2.3% | Reduced |
| Invesco Ltd. | 182,079 | $3.36M | 0.00% | +7,224+4.1% | Added |
| Rivernorth Capital Management, LLC | 217,847 | $4.01M | 0.19% | −248,432−53.3% | Reduced |
| BHK Investment Advisors, LLC | 219,896 | $4.05M | 2.33% | −100,855−31.4% | Reduced |
| Curbstone Financial Management Corp | 367,736 | $6.78M | 1.54% | −4,300−1.2% | Reduced |
| 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 |