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