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 2025
Institutional positions in Barings Corporate Investors as of Jun 30, 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
- 0 vs. Q1 2025
- Shares held
- 3.33M
- −6.54K (−0.2%) vs. Q1 2025
- Total value
- $77.8M
- −$4.91M (−5.9%) vs. Q1 2025
- New holders
- 6
- 24 more added
- Sold out
- 6
- 14 more reduced
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Barings Corporate Investors; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BHK Investment Advisors, LLC | 362,189 | $7.85M | 3.07% | +30,439+9.2% | Added |
| Curbstone Financial Management Corp | 297,728 | $6.45M | 1.32% | −11,300−3.7% | Reduced |
| Invesco Ltd. | 237,886 | $5.15M | 0.00% | +2,072+0.9% | Added |
| Global Wealth Strategies & Associates | 226,071 | $4.90M | 1.40% | +7,312+3.3% | Added |
| Barings LLC | 219,664 | $4.76M | 0.11% | 00.0% | Unchanged |
| Morgan Stanley | 189,547 | $4.11M | 0.00% | −12,729−6.3% | Reduced |
| Smith Asset Management Co., LLC | 187,604 | $4.06M | 3.51% | −29,466−13.6% | Reduced |
| Secure Asset Management, LLC | 176,900 | $3.83M | 0.71% | +7,062+4.2% | Added |
| Sky Investment Group LLC | – | $3.68M | 0.64% | – | – |
| Janney Montgomery Scott LLC | 103,609 | $2.24M | 0.01% | +4,201+4.2% | Added |
| Cetera Investment Advisers | 100,753 | $2.18M | 0.00% | +3,954+4.1% | Added |
| TSP Capital Management Group, LLC | – | $1.87M | 0.59% | – | – |
| Cambridge Investment Research Advisors, Inc. | 84,735 | $1.83M | 0.01% | −139−0.2% | Reduced |
| Caldwell Sutter Capital, Inc. | 84,614 | $1.83M | 0.84% | 00.0% | Unchanged |
| MML Investors Services, LLC | 74,745 | $1.62M | 0.00% | +4,711+6.7% | Added |
| Commonwealth Equity Services, LLC | 69,093 | $1.50M | 0.00% | −3,095−4.3% | Reduced |
| Patriot Investment Management Inc. | 68,100 | $1.48M | 0.10% | +68,100 | New |
| Atria Wealth Solutions, Inc. | 61,418 | $1.33M | 0.03% | +895+1.5% | Added |
| LPL Financial LLC | 59,483 | $1.29M | 0.00% | +18,445+44.9% | Added |
| Raymond James Financial Inc | 58,794 | $1.27M | 0.00% | +8,252+16.3% | Added |
| Future Financial Wealth Managment LLC | 48,045 | $1.04M | 0.71% | +160+0.3% | Added |
| Beacon Pointe Advisors, LLC | 45,377 | $982.9K | 0.01% | −807−1.7% | Reduced |
| Round Rock Advisors, LLC | 43,966 | $952.3K | 0.16% | +2,987+7.3% | Added |
| Advisor Group Holdings, Inc. | 43,771 | $948.4K | 0.00% | +2,432+5.9% | Added |
| Bank of America Corp | 38,320 | $830.0K | 0.00% | +735+2.0% | Added |
| Kestra Advisory Services, LLC | 38,019 | $823.5K | 0.00% | +6,826+21.9% | Added |
| Benjamin Edwards Inc | 33,305 | $721.4K | 0.01% | −1,157−3.4% | Reduced |
| Vanguard Group Inc | 30,100 | $652.0K | 0.00% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 26,504 | $574.1K | 0.00% | +1,069+4.2% | Added |
| Graypoint LLC | 24,455 | $529.7K | 0.03% | +475+2.0% | Added |
| MGB Wealth Management, LLC | 21,167 | $457.5K | 0.15% | +3,493+19.8% | Added |
| Pensionmark Financial Group, LLC | 21,034 | $455.6K | 0.01% | +476+2.3% | Added |
| Farther Finance Advisors, LLC | 20,814 | $450.8K | 0.01% | +20,814 | New |
| Colony Group, LLC | 19,238 | $416.7K | 0.00% | +19,238 | New |
| US Bancorp | 18,288 | $396.1K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 18,105 | $392.2K | 0.02% | +6,570+57.0% | Added |
| UBS Group AG | 17,448 | $377.9K | 0.00% | −2,708−13.4% | Reduced |
| Kingsview Wealth Management, LLC | 15,306 | $331.5K | 0.01% | +15,306 | New |
| Commerce Bank | 15,256 | $330.4K | 0.00% | −27,741−64.5% | Reduced |
| Stonebridge Capital Advisors LLC | 13,300 | $288.1K | 0.02% | 00.0% | Unchanged |
| Davenport & Co LLC | 12,334 | $267.2K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $257.8K | 0.00% | – | – |
| Mayfair Advisory Group, LLC | 10,983 | $223.4K | 0.11% | 00.0% | Unchanged |
| Comerica Bank | 10,232 | $221.6K | 0.00% | +4,432+76.4% | Added |
| Consolidated Portfolio Review Corp | 10,217 | $221.3K | 0.03% | 00.0% | Unchanged |
| Dumont & Blake Investment Advisors LLC | 10,163 | $220.1K | 0.06% | 00.0% | Unchanged |
| Fiduciary Trust Co | 9,986 | $216.3K | 0.00% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 9,862 | $213.6K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 9,217 | $199.6K | 0.01% | −4,475−32.7% | Reduced |
| Jones Financial Companies LLLP | 5,132 | $109.1K | 0.00% | +659+14.7% | Added |
| Royal Bank of Canada | 4,057 | $88.0K | 0.00% | −55−1.3% | Reduced |
| BOK Financial Private Wealth, Inc. | 3,000 | $65.0K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 2,613 | $56.6K | 0.03% | +2,314+773.9% | Added |
| Ameritas Advisory Services, LLC | 2,137 | $46.3K | 0.00% | +2,137 | New |
| Pittenger & Anderson Inc | 2,000 | $43.3K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,425 | $30.9K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 1,103 | $23.9K | 0.00% | +20+1.8% | Added |
| Global Retirement Partners, LLC | 1,040 | $22.5K | 0.00% | +1,040 | New |
| Trust Co of Vermont | 888 | $19.2K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 800 | $17.4K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 800 | $17.3K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 750 | $16.2K | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 750 | $16.0K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 500 | $10.8K | 0.00% | −9,301−94.9% | Reduced |
| Fortis Group Advisors, LLC | 425 | $9.21K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 328 | $7.10K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 320 | $6.93K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 200 | $4.33K | 0.00% | −24,095−99.2% | Reduced |
| Wells Fargo & Company | 0 | $1 | 0.00% | −74−100.0% | Reduced |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −9,819−100.0% | Sold out |
| PKS Advisory Services, LLC | 0 | $0 | 0.00% | −9,607−100.0% | Sold out |
| Wolff Financial Management LLC | 0 | $0 | 0.00% | −9,221−100.0% | Sold out |
| StoneX Group Inc. | 0 | $0 | 0.00% | −8,820−100.0% | Sold out |
| Medallion Wealth Advisors, LLC | 0 | $0 | 0.00% | −622−100.0% | Sold out |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −98−100.0% | Sold out |