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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 2024

Institutional positions in Barings Corporate Investors as of Jun 30, 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
54
−1 vs. Q1 2024
Shares held
2.77M
+347.0K (+14.4%) vs. Q1 2024
Total value
$54.8M
+$10.2M (+22.8%) vs. Q1 2024
New holders
5
21 more added
Sold out
6
11 more reduced

Compare with Q1 2024: 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 2024: 54 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 2024: $54.8M
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 2024

Shares, value and share of portfolio for each institution holding Barings Corporate Investors; share changes are against Q1 2024.

Institutions holding MCI in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
EverSource Wealth Advisors, LLC377$7.08K0.00%+328+669.4%Added
Fortis Group Advisors, LLC425$7.91K0.00%00.0%Unchanged
Proequities, Inc.625$11.6K0.00%00.0%Unchanged
Ulland Investment Advisors, LLC750$14.0K0.01%00.0%Unchanged
Glen Eagle Advisors, LLC800$14.9K0.00%00.0%Unchanged
First Horizon Advisors, Inc.854$15.9K0.00%+854New
Trust Co of Vermont888$16.5K0.00%00.0%Unchanged
Global Retirement Partners, LLC1,040$19.4K0.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC1,425$26.5K0.00%00.0%Unchanged
Pittenger & Anderson Inc2,000$37.2K0.00%00.0%Unchanged
BOK Financial Private Wealth, Inc.3,000$55.9K0.00%00.0%Unchanged
Royal Bank of Canada3,711$69.0K0.00%+8+0.2%Added
Comerica Bank5,800$108.0K0.00%+600+11.5%Added
Fiduciary Trust Co10,000$186.2K0.00%00.0%Unchanged
Money Concepts Capital Corp10,322$192.2K0.02%00.0%Unchanged
LPL Financial LLC11,088$206.5K0.00%+11,088New
Wells Fargo & Company11,457$213.3K0.00%+4,414+62.7%Added
Huntington National Bank–$221.6K0.00%––
St Germain D J Co Inc11,985$223.2K0.01%−400−3.2%Reduced
Stonebridge Capital Advisors LLC13,315$247.9K0.02%−940−6.6%Reduced
Montag A & Associates Inc13,436$250.2K0.01%+86+0.6%Added
Commerce Bank13,826$257.4K0.00%00.0%Unchanged
MML Investors Services, LLC13,992$261.0K0.00%+3,952+39.4%Added
Bank of America Corp14,964$278.6K0.00%+361+2.5%Added
Envestnet Asset Management Inc18,742$349.0K0.00%+2,841+17.9%Added
Davenport & Co LLC19,000$353.8K0.00%−3,600−15.9%Reduced
US Bancorp20,872$388.6K0.00%00.0%Unchanged
Graypoint LLC22,469$418.4K0.03%+470+2.1%Added
Raymond James & Associates22,917$426.7K0.00%+131+0.6%Added
Kestra Advisory Services, LLC28,012$521.6K0.00%+6,621+31.0%Added
Raymond James Financial Services Advisors, Inc.28,276$526.5K0.00%+28,276New
GWM Advisors LLC28,874$537.6K0.00%+7,349+34.1%Added
Vanguard Group Inc30,100$560.5K0.00%00.0%Unchanged
Benjamin F. Edwards & Company, Inc.30,239$563.0K0.01%−10.0%Reduced
Colony Group, LLC32,443$604.0K0.00%−2,517−7.2%Reduced
Advisor Group Holdings, Inc.36,701$683.5K0.00%+1,356+3.8%Added
Beacon Pointe Advisors, LLC44,943$836.8K0.01%−1,014−2.2%Reduced
Future Financial Wealth Managment LLC48,805$908.7K0.80%+3,146+6.9%Added
Cambridge Investment Research Advisors, Inc.62,116$1.16M0.00%+11,156+21.9%Added
UBS Group AG68,677$1.28M0.00%+7,395+12.1%Added
Greenwich Investment Management, Inc.77,847$1.45M1.33%−1,460−1.8%Reduced
Commonwealth Equity Services, LLC78,523$1.46M0.00%−800−1.0%Reduced
Caldwell Sutter Capital, Inc.84,614$1.58M0.78%00.0%Unchanged
Cetera Investment Advisers85,579$1.59M0.00%+24,595+40.3%Added
TSP Capital Management Group, LLC89,492$1.67M0.52%+75+0.1%Added
Dumont & Blake Investment Advisors LLC92,250$1.72M0.24%+45,825+98.7%Added
Invesco Ltd.133,909$2.49M0.00%−695−0.5%Reduced
Atria Wealth Solutions, Inc.142,507$2.65M0.03%+9,392+7.1%Added
Secure Asset Management, LLC150,358$2.80M0.53%+150,358New
Sky Investment Group LLC–$3.08M0.59%––
Morgan Stanley202,239$3.77M0.00%+18,634+10.1%Added
Barings LLC219,664$4.09M0.10%+219,664New
Curbstone Financial Management Corp352,454$6.56M1.43%−13,032−3.6%Reduced
BHK Investment Advisors, LLC366,372$6.82M2.68%−257−0.1%Reduced
RFG Advisory, LLC0$00.00%−154,503−100.0%Sold out
Mercer Global Advisors Inc0$00.00%−11,500−100.0%Sold out
Linscomb & Williams, Inc.0$00.00%−10,500−100.0%Sold out
PFG Investments, LLC0$00.00%−10,474−100.0%Sold out
Fernwood Investment Management, LLC0$00.00%−240−100.0%Sold out
Sandy Spring Bank0$00.00%−26−100.0%Sold out