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 2025
Institutional positions in Barings Corporate Investors as of Mar 31, 2025. 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
- 69
- +4 vs. Q4 2024
- Shares held
- 3.33M
- +327.8K (+10.9%) vs. Q4 2024
- Total value
- $82.7M
- +$17.8M (+27.4%) vs. Q4 2024
- New holders
- 7
- 16 more added
- Sold out
- 3
- 25 more reduced
1 institution that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Barings Corporate Investors; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BHK Investment Advisors, LLC | 331,750 | $7.78M | 3.29% | −22,058−6.2% | Reduced |
| Curbstone Financial Management Corp | 309,028 | $7.24M | 1.53% | +1240.0% | Added |
| Invesco Ltd. | 235,814 | $5.53M | 0.00% | +66,263+39.1% | Added |
| Barings LLC | 219,664 | $5.15M | 0.13% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 218,759 | $5.13M | 1.55% | +218,759 | New |
| Smith Asset Management Co., LLC | 217,070 | $5.09M | 4.79% | −687−0.3% | Reduced |
| Morgan Stanley | 202,276 | $4.74M | 0.00% | −7,452−3.6% | Reduced |
| Sky Investment Group LLC | – | $3.98M | 0.74% | – | – |
| Secure Asset Management, LLC | 169,838 | $3.98M | 0.80% | −4,803−2.8% | Reduced |
| Janney Montgomery Scott LLC | 99,408 | $2.33M | 0.01% | +99,408 | New |
| Cetera Investment Advisers | 96,799 | $2.27M | 0.00% | −1,255−1.3% | Reduced |
| TSP Capital Management Group, LLC | 87,834 | $2.06M | 0.68% | +541+0.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 84,874 | $1.99M | 0.01% | +4,895+6.1% | Added |
| Caldwell Sutter Capital, Inc. | 84,614 | $1.98M | 0.94% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 72,188 | $1.69M | 0.00% | −1,133−1.5% | Reduced |
| MML Investors Services, LLC | 70,034 | $1.64M | 0.01% | +23,471+50.4% | Added |
| Atria Wealth Solutions, Inc. | 60,523 | $1.42M | 0.02% | +97+0.2% | Added |
| Raymond James Financial Inc | 50,542 | $1.18M | 0.00% | +172+0.3% | Added |
| Future Financial Wealth Managment LLC | 47,885 | $1.12M | 0.82% | −1,717−3.5% | Reduced |
| Beacon Pointe Advisors, LLC | 46,184 | $1.08M | 0.01% | +265+0.6% | Added |
| Commerce Bank | 42,997 | $1.01M | 0.01% | −12,658−22.7% | Reduced |
| Advisor Group Holdings, Inc. | 41,339 | $969.3K | 0.00% | +545+1.3% | Added |
| LPL Financial LLC | 41,038 | $961.9K | 0.00% | +28,022+215.3% | Added |
| Round Rock Advisors, LLC | 40,979 | $960.5K | 0.18% | +22,141+117.5% | Added |
| Bank of America Corp | 37,585 | $881.0K | 0.00% | +3,668+10.8% | Added |
| Benjamin Edwards Inc | 34,462 | $807.8K | 0.01% | −709−2.0% | Reduced |
| Kestra Advisory Services, LLC | 31,193 | $731.2K | 0.00% | −4,599−12.8% | Reduced |
| Vanguard Group Inc | 30,100 | $705.5K | 0.00% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 25,435 | $596.2K | 0.00% | −3,605−12.4% | Reduced |
| GWM Advisors LLC | 24,295 | $569.5K | 0.00% | −1,817−7.0% | Reduced |
| Graypoint LLC | 23,980 | $562.1K | 0.04% | +567+2.4% | Added |
| Pensionmark Financial Group, LLC | 20,558 | $481.9K | 0.01% | 00.0% | Unchanged |
| UBS Group AG | 20,156 | $472.5K | 0.00% | −3,813−15.9% | Reduced |
| US Bancorp | 18,288 | $428.7K | 0.00% | 00.0% | Unchanged |
| MGB Wealth Management, LLC | 17,674 | $397.5K | 0.14% | +17,674 | New |
| Whipplewood Advisors, LLC | 299 | $394.1K | 0.23% | −17,231−98.3% | Reduced |
| Montag A & Associates Inc | 13,692 | $320.9K | 0.02% | +83+0.6% | Added |
| Stonebridge Capital Advisors LLC | 13,300 | $311.8K | 0.03% | −15−0.1% | Reduced |
| Davenport & Co LLC | 12,334 | $289.1K | 0.00% | −4,000−24.5% | Reduced |
| Huntington National Bank | – | $278.9K | 0.00% | – | – |
| St Germain D J Co Inc | 11,535 | $270.4K | 0.01% | −6,390−35.6% | Reduced |
| Mayfair Advisory Group, LLC | 10,983 | $257.4K | 0.15% | 00.0% | Unchanged |
| Consolidated Portfolio Review Corp | 10,217 | $239.5K | 0.04% | +115+1.1% | Added |
| Dumont & Blake Investment Advisors LLC | 10,163 | $238.2K | 0.07% | −35,961−78.0% | Reduced |
| Fiduciary Trust Co | 9,986 | $234.1K | 0.00% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 9,862 | $231.2K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 9,819 | $230.2K | 0.00% | −691−6.6% | Reduced |
| IFP Advisors, Inc | 9,801 | $229.8K | 0.01% | −6,199−38.7% | Reduced |
| PKS Advisory Services, LLC | 9,607 | $225.2K | 0.06% | +9,607 | New |
| Wolff Financial Management LLC | 9,221 | $216.0K | 0.06% | +9,221 | New |
| StoneX Group Inc. | 8,820 | $206.7K | 0.01% | −1,200−12.0% | Reduced |
| Comerica Bank | 5,800 | $136.0K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 4,473 | $102.0K | 0.00% | +1,708+61.8% | Added |
| Royal Bank of Canada | 4,112 | $96.0K | 0.00% | −176−4.1% | Reduced |
| BOK Financial Private Wealth, Inc. | 3,000 | $70.3K | 0.01% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 2,000 | $46.9K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,425 | $33.4K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 1,083 | $25.4K | 0.00% | +1,083 | New |
| Trust Co of Vermont | 888 | $20.8K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 800 | $18.8K | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 750 | $18.0K | 0.02% | 00.0% | Unchanged |
| ORG Partners LLC | 800 | $18.0K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 750 | $15.8K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 622 | $14.0K | 0.01% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 425 | $9.96K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 328 | $7.69K | 0.00% | −49−13.0% | Reduced |
| Rosenberg Matthew Hamilton | 320 | $7.50K | 0.00% | +320 | New |
| Geneos Wealth Management Inc. | 98 | $2.30K | 0.00% | −3,906−97.6% | Reduced |
| Wells Fargo & Company | 74 | $1.74K | 0.00% | −5,778−98.7% | Reduced |
| Proequities, Inc. | 0 | $0 | 0.00% | −625−100.0% | Sold out |
| Colony Group, LLC | 0 | $0 | 0.00% | −22,107−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −10,322−100.0% | Sold out |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |