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 |
|---|---|---|---|---|---|
| EverSource Wealth Advisors, LLC | 377 | $7.68K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 425 | $8.66K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 622 | $12.7K | 0.01% | +622 | New |
| Proequities, Inc. | 625 | $12.9K | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 750 | $15.0K | 0.01% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 750 | $15.2K | 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 |
| Trust Co of Vermont | 888 | $18.1K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,040 | $21.2K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,425 | $29.0K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 2,000 | $40.8K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 2,765 | $56.4K | 0.00% | +1,463+112.4% | Added |
| BOK Financial Private Wealth, Inc. | 3,000 | $62.6K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 4,004 | $81.6K | 0.00% | −121−2.9% | Reduced |
| Royal Bank of Canada | 4,288 | $87.0K | 0.00% | +257+6.4% | Added |
| Comerica Bank | 5,800 | $118.2K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 5,852 | $119.3K | 0.00% | −4,285−42.3% | Reduced |
| Fiduciary Trust Co | 9,986 | $203.5K | 0.00% | +9,986 | New |
| StoneX Group Inc. | 10,020 | $204.2K | 0.01% | +10,020 | New |
| Consolidated Portfolio Review Corp | 10,102 | $205.9K | 0.03% | +10,102 | New |
| Sanctuary Advisors, LLC | 9,862 | $206.2K | 0.00% | +9,862 | New |
| Money Concepts Capital Corp | 10,322 | $210.4K | 0.02% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 10,510 | $214.2K | 0.00% | +10,510 | New |
| Mayfair Advisory Group, LLC | 10,983 | $223.8K | 0.13% | 00.0% | Unchanged |
| Huntington National Bank | – | $242.5K | 0.00% | – | – |
| LPL Financial LLC | 13,016 | $265.3K | 0.00% | +2,320+21.7% | Added |
| Stonebridge Capital Advisors LLC | 13,315 | $271.4K | 0.02% | 00.0% | Unchanged |
| Montag A & Associates Inc | 13,609 | $284.2K | 0.01% | +85+0.6% | Added |
| IFP Advisors, Inc | 16,000 | $326.1K | 0.01% | +16,000 | New |
| Davenport & Co LLC | 16,334 | $332.9K | 0.00% | −2,666−14.0% | Reduced |
| Whipplewood Advisors, LLC | 17,530 | $357.3K | 0.20% | +17,530 | New |
| St Germain D J Co Inc | 17,925 | $365.3K | 0.02% | +5,940+49.6% | Added |
| US Bancorp | 18,288 | $372.7K | 0.00% | 00.0% | Unchanged |
| Round Rock Advisors, LLC | 18,838 | $383.9K | 0.08% | +18,838 | New |
| Pensionmark Financial Group, LLC | 20,558 | $419.0K | 0.01% | 00.0% | Unchanged |
| Colony Group, LLC | 22,107 | $450.6K | 0.00% | −3,970−15.2% | Reduced |
| Graypoint LLC | 23,413 | $477.2K | 0.03% | +466+2.0% | Added |
| UBS Group AG | 23,969 | $488.5K | 0.00% | −32,662−57.7% | Reduced |
| GWM Advisors LLC | 26,112 | $532.2K | 0.00% | −6,237−19.3% | Reduced |
| Envestnet Asset Management Inc | 29,040 | $591.8K | 0.00% | +10,456+56.3% | Added |
| Vanguard Group Inc | 30,100 | $613.4K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 33,917 | $691.2K | 0.00% | +17,637+108.3% | Added |
| Benjamin Edwards Inc | 35,171 | $716.8K | 0.01% | +4,923+16.3% | Added |
| Kestra Advisory Services, LLC | 35,792 | $729.4K | 0.00% | +13,592+61.2% | Added |
| Advisor Group Holdings, Inc. | 40,794 | $831.6K | 0.00% | +473+1.2% | Added |
| Beacon Pointe Advisors, LLC | 45,919 | $935.8K | 0.01% | −120.0% | Reduced |
| Dumont & Blake Investment Advisors LLC | 46,124 | $940.0K | 0.25% | 00.0% | Unchanged |
| MML Investors Services, LLC | 46,563 | $949.0K | 0.00% | +15,859+51.7% | Added |
| Future Financial Wealth Managment LLC | 49,602 | $1.01M | 0.74% | −170.0% | Reduced |
| Raymond James Financial Inc | 50,370 | $1.03M | 0.00% | +50,370 | New |
| Commerce Bank | 55,655 | $1.13M | 0.01% | −17,165−23.6% | Reduced |
| Atria Wealth Solutions, Inc. | 60,426 | $1.23M | 0.01% | +1,989+3.4% | Added |
| Commonwealth Equity Services, LLC | 73,321 | $1.49M | 0.00% | −5,118−6.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 79,979 | $1.63M | 0.01% | −69−0.1% | Reduced |
| Caldwell Sutter Capital, Inc. | 84,614 | $1.72M | 0.80% | 00.0% | Unchanged |
| TSP Capital Management Group, LLC | 87,293 | $1.78M | 0.60% | −576−0.7% | Reduced |
| Cetera Investment Advisers | 98,054 | $2.00M | 0.00% | +7,524+8.3% | Added |
| Invesco Ltd. | 169,551 | $3.46M | 0.00% | +3,029+1.8% | Added |
| Sky Investment Group LLC | – | $3.47M | 0.64% | – | – |
| Secure Asset Management, LLC | 174,641 | $3.56M | 0.54% | +13,010+8.0% | Added |
| Morgan Stanley | 209,728 | $4.27M | 0.00% | +1,818+0.9% | Added |
| Smith Asset Management Co., LLC | 217,757 | $4.44M | 4.32% | +217,757 | New |
| Barings LLC | 219,664 | $4.48M | 0.11% | 00.0% | Unchanged |
| Curbstone Financial Management Corp | 308,904 | $6.30M | 1.33% | −1,100−0.4% | Reduced |
| BHK Investment Advisors, LLC | 353,808 | $7.21M | 2.71% | +4,988+1.4% | Added |
| 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 |