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 2024
Institutional positions in Barings Corporate Investors as of Sep 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
- 57
- +5 vs. Q2 2024
- Shares held
- 2.62M
- −34.5K (−1.3%) vs. Q2 2024
- Total value
- $55.9M
- +$3.13M (+5.9%) vs. Q2 2024
- New holders
- 8
- 15 more added
- Sold out
- 3
- 14 more reduced
2 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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.
| 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, Q3 2024
Shares, value and share of portfolio for each institution holding Barings Corporate Investors; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BHK Investment Advisors, LLC | 348,820 | $6.95M | 2.59% | −17,552−4.8% | Reduced |
| Curbstone Financial Management Corp | 310,004 | $6.18M | 1.32% | −42,450−12.0% | Reduced |
| Barings LLC | 219,664 | $4.38M | 0.10% | 00.0% | Unchanged |
| Morgan Stanley | 207,910 | $4.14M | 0.00% | +5,671+2.8% | Added |
| Sky Investment Group LLC | – | $3.40M | 0.61% | – | – |
| Invesco Ltd. | 166,522 | $3.32M | 0.00% | +32,613+24.4% | Added |
| Secure Asset Management, LLC | 161,631 | $3.22M | 0.54% | +11,273+7.5% | Added |
| Cetera Investment Advisers | 90,530 | $1.80M | 0.00% | +4,951+5.8% | Added |
| TSP Capital Management Group, LLC | 87,869 | $1.75M | 0.54% | −1,623−1.8% | Reduced |
| Caldwell Sutter Capital, Inc. | 84,614 | $1.69M | 0.79% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 80,048 | $1.59M | 0.01% | +17,932+28.9% | Added |
| Commonwealth Equity Services, LLC | 78,439 | $1.56M | 0.00% | −84−0.1% | Reduced |
| Commerce Bank | 72,820 | $1.45M | 0.01% | +58,994+426.7% | Added |
| Atria Wealth Solutions, Inc. | 58,437 | $1.16M | 0.01% | −84,070−59.0% | Reduced |
| UBS Group AG | 56,631 | $1.13M | 0.00% | −12,046−17.5% | Reduced |
| Future Financial Wealth Managment LLC | 49,619 | $988.9K | 0.71% | +814+1.7% | Added |
| Dumont & Blake Investment Advisors LLC | 46,124 | $919.3K | 0.25% | −46,126−50.0% | Reduced |
| Beacon Pointe Advisors, LLC | 45,931 | $915.4K | 0.01% | +988+2.2% | Added |
| Advisor Group Holdings, Inc. | 40,321 | $803.8K | 0.00% | +3,620+9.9% | Added |
| GWM Advisors LLC | 32,349 | $644.7K | 0.00% | +3,475+12.0% | Added |
| MML Investors Services, LLC | 30,704 | $612.0K | 0.00% | +16,712+119.4% | Added |
| Benjamin Edwards Inc | 30,248 | $602.9K | 0.01% | +30,248 | New |
| Vanguard Group Inc | 30,100 | $599.9K | 0.00% | 00.0% | Unchanged |
| Colony Group, LLC | 26,077 | $519.7K | 0.00% | −6,366−19.6% | Reduced |
| Graypoint LLC | 22,947 | $457.3K | 0.03% | +478+2.1% | Added |
| Kestra Advisory Services, LLC | 22,200 | $442.4K | 0.00% | −5,812−20.7% | Reduced |
| Raymond James & Associates | 20,848 | $415.5K | 0.00% | −2,069−9.0% | Reduced |
| Pensionmark Financial Group, LLC | 20,558 | $409.7K | 0.01% | +20,558 | New |
| Davenport & Co LLC | 19,000 | $378.7K | 0.00% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 18,584 | $370.4K | 0.00% | −158−0.8% | Reduced |
| US Bancorp | 18,288 | $364.5K | 0.00% | −2,584−12.4% | Reduced |
| Bank of America Corp | 16,280 | $324.5K | 0.00% | +1,316+8.8% | Added |
| Montag A & Associates Inc | 13,524 | $269.5K | 0.01% | +88+0.7% | Added |
| Stonebridge Capital Advisors LLC | 13,315 | $265.4K | 0.02% | 00.0% | Unchanged |
| St Germain D J Co Inc | 11,985 | $238.9K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | – | $237.2K | 0.00% | – | – |
| Mayfair Advisory Group, LLC | 10,983 | $223.8K | 0.14% | +10,983 | New |
| LPL Financial LLC | 10,696 | $213.2K | 0.00% | −392−3.5% | Reduced |
| Money Concepts Capital Corp | 10,322 | $205.7K | 0.02% | 00.0% | Unchanged |
| Wells Fargo & Company | 10,137 | $202.0K | 0.00% | −1,320−11.5% | Reduced |
| Comerica Bank | 5,800 | $115.6K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 4,125 | $82.2K | 0.00% | +4,125 | New |
| Royal Bank of Canada | 4,031 | $80.0K | 0.00% | +320+8.6% | Added |
| BOK Financial Private Wealth, Inc. | 3,000 | $59.8K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 2,000 | $39.9K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,425 | $28.4K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1,302 | $25.4K | 0.00% | +1,302 | New |
| Global Retirement Partners, LLC | 1,040 | $20.7K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 888 | $17.7K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 800 | $15.9K | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 750 | $15.0K | 0.01% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 750 | $14.9K | 0.00% | +750 | New |
| Proequities, Inc. | 625 | $12.5K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 425 | $8.47K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 377 | $7.51K | 0.00% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 100 | $1.99K | 0.00% | +100 | New |
| FMR LLC | 1 | $20 | 0.00% | +1 | New |
| Raymond James Financial Services Advisors, Inc. | 0 | $0 | 0.00% | −28,276−100.0% | Sold out |
| Fiduciary Trust Co | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| First Horizon Advisors, Inc. | 0 | $0 | 0.00% | −854−100.0% | Sold out |
| Greenwich Investment Management, Inc. | – | – | – | – | Not filed |
| Benjamin F. Edwards & Company, Inc. | – | – | – | – | Not filed |