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 2024
Institutional positions in Barings Corporate Investors as of Dec 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
- 66
- +10 vs. Q3 2024
- Shares held
- 3.01M
- +404.1K (+15.5%) vs. Q3 2024
- Total value
- $65.0M
- +$9.50M (+17.1%) vs. Q3 2024
- New holders
- 12
- 18 more added
- Sold out
- 2
- 13 more reduced
1 institution that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Barings Corporate Investors; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BHK Investment Advisors, LLC | 353,808 | $7.21M | 2.71% | +4,988+1.4% | Added |
| Curbstone Financial Management Corp | 308,904 | $6.30M | 1.33% | −1,100−0.4% | Reduced |
| Barings LLC | 219,664 | $4.48M | 0.11% | 00.0% | Unchanged |
| Smith Asset Management Co., LLC | 217,757 | $4.44M | 4.32% | +217,757 | New |
| Morgan Stanley | 209,728 | $4.27M | 0.00% | +1,818+0.9% | Added |
| Secure Asset Management, LLC | 174,641 | $3.56M | 0.54% | +13,010+8.0% | Added |
| Sky Investment Group LLC | – | $3.47M | 0.64% | – | – |
| Invesco Ltd. | 169,551 | $3.46M | 0.00% | +3,029+1.8% | Added |
| Cetera Investment Advisers | 98,054 | $2.00M | 0.00% | +7,524+8.3% | Added |
| TSP Capital Management Group, LLC | 87,293 | $1.78M | 0.60% | −576−0.7% | Reduced |
| Caldwell Sutter Capital, Inc. | 84,614 | $1.72M | 0.80% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 79,979 | $1.63M | 0.01% | −69−0.1% | Reduced |
| Commonwealth Equity Services, LLC | 73,321 | $1.49M | 0.00% | −5,118−6.5% | Reduced |
| Atria Wealth Solutions, Inc. | 60,426 | $1.23M | 0.01% | +1,989+3.4% | Added |
| Commerce Bank | 55,655 | $1.13M | 0.01% | −17,165−23.6% | Reduced |
| Raymond James Financial Inc | 50,370 | $1.03M | 0.00% | +50,370 | New |
| Future Financial Wealth Managment LLC | 49,602 | $1.01M | 0.74% | −170.0% | Reduced |
| MML Investors Services, LLC | 46,563 | $949.0K | 0.00% | +15,859+51.7% | Added |
| Dumont & Blake Investment Advisors LLC | 46,124 | $940.0K | 0.25% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 45,919 | $935.8K | 0.01% | −120.0% | Reduced |
| Advisor Group Holdings, Inc. | 40,794 | $831.6K | 0.00% | +473+1.2% | Added |
| Kestra Advisory Services, LLC | 35,792 | $729.4K | 0.00% | +13,592+61.2% | Added |
| Benjamin Edwards Inc | 35,171 | $716.8K | 0.01% | +4,923+16.3% | Added |
| Bank of America Corp | 33,917 | $691.2K | 0.00% | +17,637+108.3% | Added |
| Vanguard Group Inc | 30,100 | $613.4K | 0.00% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 29,040 | $591.8K | 0.00% | +10,456+56.3% | Added |
| GWM Advisors LLC | 26,112 | $532.2K | 0.00% | −6,237−19.3% | Reduced |
| UBS Group AG | 23,969 | $488.5K | 0.00% | −32,662−57.7% | Reduced |
| Graypoint LLC | 23,413 | $477.2K | 0.03% | +466+2.0% | Added |
| Colony Group, LLC | 22,107 | $450.6K | 0.00% | −3,970−15.2% | Reduced |
| Pensionmark Financial Group, LLC | 20,558 | $419.0K | 0.01% | 00.0% | Unchanged |
| Round Rock Advisors, LLC | 18,838 | $383.9K | 0.08% | +18,838 | New |
| US Bancorp | 18,288 | $372.7K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 17,925 | $365.3K | 0.02% | +5,940+49.6% | Added |
| Whipplewood Advisors, LLC | 17,530 | $357.3K | 0.20% | +17,530 | New |
| Davenport & Co LLC | 16,334 | $332.9K | 0.00% | −2,666−14.0% | Reduced |
| IFP Advisors, Inc | 16,000 | $326.1K | 0.01% | +16,000 | New |
| Montag A & Associates Inc | 13,609 | $284.2K | 0.01% | +85+0.6% | Added |
| Stonebridge Capital Advisors LLC | 13,315 | $271.4K | 0.02% | 00.0% | Unchanged |
| LPL Financial LLC | 13,016 | $265.3K | 0.00% | +2,320+21.7% | Added |
| Huntington National Bank | – | $242.5K | 0.00% | – | – |
| Mayfair Advisory Group, LLC | 10,983 | $223.8K | 0.13% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 10,510 | $214.2K | 0.00% | +10,510 | New |
| Money Concepts Capital Corp | 10,322 | $210.4K | 0.02% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 9,862 | $206.2K | 0.00% | +9,862 | New |
| Consolidated Portfolio Review Corp | 10,102 | $205.9K | 0.03% | +10,102 | New |
| StoneX Group Inc. | 10,020 | $204.2K | 0.01% | +10,020 | New |
| Fiduciary Trust Co | 9,986 | $203.5K | 0.00% | +9,986 | New |
| Wells Fargo & Company | 5,852 | $119.3K | 0.00% | −4,285−42.3% | Reduced |
| Comerica Bank | 5,800 | $118.2K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 4,288 | $87.0K | 0.00% | +257+6.4% | Added |
| Geneos Wealth Management Inc. | 4,004 | $81.6K | 0.00% | −121−2.9% | Reduced |
| BOK Financial Private Wealth, Inc. | 3,000 | $62.6K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 2,765 | $56.4K | 0.00% | +1,463+112.4% | Added |
| Pittenger & Anderson Inc | 2,000 | $40.8K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,425 | $29.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,040 | $21.2K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 888 | $18.1K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 800 | $16.3K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 800 | $16.3K | 0.00% | +800 | New |
| CIBC Private Wealth Group, LLC | 750 | $15.2K | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 750 | $15.0K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 625 | $12.9K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 622 | $12.7K | 0.01% | +622 | New |
| Fortis Group Advisors, LLC | 425 | $8.66K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 377 | $7.68K | 0.00% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Raymond James & Associates | – | – | – | – | Not filed |