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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, Q1 2024

Institutional positions in Barings Corporate Investors as of Mar 31, 2024. 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
0 vs. Q4 2023
Shares held
2.42M
−98.8K (−3.9%) vs. Q4 2023
Total value
$44.6M
−$5.15M (−10.4%) vs. Q4 2023
New holders
5
12 more added
Sold out
5
22 more reduced

Compare with Q4 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 holdersQ1 2024: 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 heldQ1 2024: $44.6M
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, Q1 2024

Shares, value and share of portfolio for each institution holding Barings Corporate Investors; share changes are against Q4 2023.

Institutions holding MCI in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
BHK Investment Advisors, LLC366,629$6.30M2.42%+146,733+66.7%Added
Curbstone Financial Management Corp365,486$6.28M1.36%−2,250−0.6%Reduced
Morgan Stanley183,605$3.16M0.00%+3,265+1.8%Added
Sky Investment Group LLC–$2.86M0.55%––
RFG Advisory, LLC154,503$2.66M0.09%+32,068+26.2%Added
Invesco Ltd.134,604$2.31M0.00%−47,475−26.1%Reduced
Atria Wealth Solutions, Inc.133,115$2.29M0.03%+31,412+30.9%Added
TSP Capital Management Group, LLC89,417$1.54M0.49%+322+0.4%Added
Caldwell Sutter Capital, Inc.84,614$1.45M0.70%−3,000−3.4%Reduced
Commonwealth Equity Services, LLC79,323$1.36M0.00%−1,197−1.5%Reduced
Greenwich Investment Management, Inc.79,307$1.36M1.07%−1,900−2.3%Reduced
UBS Group AG61,282$1.05M0.00%−40,332−39.7%Reduced
Cetera Investment Advisers60,984$1.05M0.00%+41,643+215.3%Added
Cambridge Investment Research Advisors, Inc.50,960$876.0K0.00%+17,883+54.1%Added
Dumont & Blake Investment Advisors LLC46,425$798.0K0.23%−565−1.2%Reduced
Beacon Pointe Advisors, LLC45,957$790.0K0.01%−168−0.4%Reduced
Future Financial Wealth Managment LLC45,659$784.9K0.60%−2,059−4.3%Reduced
Advisor Group Holdings, Inc.35,345$607.6K0.00%−3,238−8.4%Reduced
Colony Group, LLC34,960$601.0K0.00%−2,520−6.7%Reduced
Benjamin F. Edwards & Company, Inc.30,240$520.0K0.01%−402−1.3%Reduced
Vanguard Group Inc30,100$517.4K0.00%00.0%Unchanged
Raymond James & Associates22,786$391.7K0.00%+40.0%Added
Davenport & Co LLC22,600$388.5K0.00%−1,266−5.3%Reduced
Graypoint LLC21,999$378.2K0.03%+452+2.1%Added
GWM Advisors LLC21,525$370.0K0.00%−36,790−63.1%Reduced
Kestra Advisory Services, LLC21,391$367.7K0.00%+21,391New
US Bancorp20,872$358.8K0.00%00.0%Unchanged
Envestnet Asset Management Inc15,901$273.3K0.00%−2,443−13.3%Reduced
Bank of America Corp14,603$251.0K0.00%−10,381−41.6%Reduced
Stonebridge Capital Advisors LLC14,255$245.0K0.02%−280−1.9%Reduced
Commerce Bank13,826$237.7K0.00%+3,800+37.9%Added
Montag A & Associates Inc13,350$229.5K0.01%+82+0.6%Added
St Germain D J Co Inc12,385$212.9K0.01%−1,456−10.5%Reduced
Huntington National Bank–$204.6K0.00%––
Mercer Global Advisors Inc11,500$198.0K0.00%00.0%Unchanged
Linscomb & Williams, Inc.10,500$180.5K0.01%+10,500New
PFG Investments, LLC10,474$180.1K0.01%+10,474New
Money Concepts Capital Corp10,322$177.4K0.02%00.0%Unchanged
MML Investors Services, LLC10,040$173.0K0.00%−136−1.3%Reduced
Fiduciary Trust Co10,000$171.9K0.00%−437−4.2%Reduced
Wells Fargo & Company7,043$121.1K0.00%+1,901+37.0%Added
Comerica Bank5,200$89.4K0.00%00.0%Unchanged
Royal Bank of Canada3,703$64.0K0.00%−793−17.6%Reduced
BOK Financial Private Wealth, Inc.3,000$51.6K0.00%00.0%Unchanged
Pittenger & Anderson Inc2,000$34.4K0.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC1,425$24.5K0.00%00.0%Unchanged
Global Retirement Partners, LLC1,040$17.9K0.00%00.0%Unchanged
Trust Co of Vermont888$15.3K0.00%00.0%Unchanged
Glen Eagle Advisors, LLC800$13.8K0.00%00.0%Unchanged
Ulland Investment Advisors, LLC750$13.0K0.01%00.0%Unchanged
Proequities, Inc.625$10.7K0.00%00.0%Unchanged
Fortis Group Advisors, LLC425$7.31K0.00%−425−50.0%Reduced
Fernwood Investment Management, LLC240$4.13K0.00%+240New
EverSource Wealth Advisors, LLC49$8880.00%00.0%Unchanged
Sandy Spring Bank26$4470.00%+26New
Rivernorth Capital Management, LLC0$00.00%−217,847−100.0%Sold out
HighTower Advisors, LLC0$00.00%−21,263−100.0%Sold out
Cetera Advisor Networks LLC0$00.00%−18,827−100.0%Sold out
Advisory Services Network, LLC0$00.00%−2,394−100.0%Sold out
Northwestern Mutual Wealth Management Co0$00.00%−1,200−100.0%Sold out