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, Q3 2025
Institutional positions in Barings Corporate Investors as of Sep 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
- 68
- +1 vs. Q2 2025
- Shares held
- 3.41M
- +167.0K (+5.2%) vs. Q2 2025
- Total value
- $74.5M
- −$1.43M (−1.9%) vs. Q2 2025
- New holders
- 6
- 21 more added
- Sold out
- 5
- 18 more reduced
2 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Barings Corporate Investors; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BHK Investment Advisors, LLC | 361,417 | $7.50M | 2.80% | −772−0.2% | Reduced |
| Curbstone Financial Management Corp | 294,534 | $6.11M | 1.18% | −3,194−1.1% | Reduced |
| Invesco Ltd. | 244,810 | $5.08M | 0.00% | +6,924+2.9% | Added |
| Global Wealth Strategies & Associates | 230,622 | $4.79M | 1.23% | +4,551+2.0% | Added |
| Barings LLC | 219,664 | $4.56M | 0.09% | 00.0% | Unchanged |
| Morgan Stanley | 184,937 | $3.84M | 0.00% | −4,610−2.4% | Reduced |
| Smith Asset Management Co., LLC | 183,634 | $3.81M | 3.25% | −3,970−2.1% | Reduced |
| Sky Investment Group LLC | – | $3.52M | 0.59% | – | – |
| Secure Asset Management, LLC | 137,055 | $2.85M | 0.47% | −39,845−22.5% | Reduced |
| LPL Financial LLC | 122,332 | $2.54M | 0.00% | +62,849+105.7% | Added |
| Janney Montgomery Scott LLC | 117,084 | $2.43M | 0.01% | +13,475+13.0% | Added |
| Cetera Investment Advisers | 92,607 | $1.92M | 0.00% | −8,146−8.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 86,785 | $1.80M | 0.00% | +2,050+2.4% | Added |
| TSP Capital Management Group, LLC | 85,607 | $1.78M | 0.48% | – | – |
| Caldwell Sutter Capital, Inc. | 84,614 | $1.76M | 0.75% | 00.0% | Unchanged |
| MML Investors Services, LLC | 78,840 | $1.64M | 0.00% | +4,095+5.5% | Added |
| Patriot Investment Management Inc. | 68,100 | $1.41M | 0.09% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 62,728 | $1.30M | 0.00% | −6,365−9.2% | Reduced |
| Raymond James Financial Inc | 58,056 | $1.21M | 0.00% | −738−1.3% | Reduced |
| Beacon Pointe Advisors, LLC | 54,795 | $1.14M | 0.01% | +9,418+20.8% | Added |
| Future Financial Wealth Managment LLC | 48,196 | $1.00M | 0.63% | +151+0.3% | Added |
| Kestra Advisory Services, LLC | 44,777 | $929.6K | 0.00% | +6,758+17.8% | Added |
| Bank of America Corp | 43,138 | $895.5K | 0.00% | +4,818+12.6% | Added |
| Pensionmark Financial Group, LLC | 39,768 | $825.6K | 0.02% | +18,734+89.1% | Added |
| Advisor Group Holdings, Inc. | 39,147 | $824.7K | 0.00% | −4,624−10.6% | Reduced |
| Colony Group, LLC | 35,723 | $755.7K | 0.00% | +16,485+85.7% | Added |
| QTR Family Wealth, LLC | 36,000 | $747.4K | 0.35% | +36,000 | New |
| Benjamin Edwards Inc | 32,993 | $684.9K | 0.01% | −312−0.9% | Reduced |
| Vanguard Group Inc | 30,100 | $624.9K | 0.00% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 28,201 | $585.5K | 0.00% | +1,697+6.4% | Added |
| MGB Wealth Management, LLC | 23,194 | $481.1K | 0.14% | +2,027+9.6% | Added |
| Farther Finance Advisors, LLC | 22,225 | $461.4K | 0.01% | +1,411+6.8% | Added |
| US Bancorp | 18,288 | $379.7K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 18,109 | $375.9K | 0.02% | +40.0% | Added |
| UBS Group AG | 17,292 | $359.0K | 0.00% | −156−0.9% | Reduced |
| Commerce Bank | 15,256 | $316.7K | 0.00% | 00.0% | Unchanged |
| Virtu Financial LLC | 14,978 | $311.0K | 0.02% | +14,978 | New |
| Stonebridge Capital Advisors LLC | 13,300 | $276.1K | 0.02% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 12,476 | $259.0K | 0.00% | +12,476 | New |
| Davenport & Co LLC | 12,334 | $256.1K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $247.0K | 0.00% | – | – |
| Mayfair Advisory Group, LLC | 10,983 | $228.0K | 0.10% | 00.0% | Unchanged |
| Dumont & Blake Investment Advisors LLC | 10,143 | $210.6K | 0.05% | −20−0.2% | Reduced |
| Fiduciary Trust Co | 9,986 | $207.3K | 0.00% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 9,862 | $204.7K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 9,217 | $191.3K | 0.01% | 00.0% | Unchanged |
| Comerica Bank | 6,973 | $144.8K | 0.00% | −3,259−31.9% | Reduced |
| Rockefeller Capital Management L.P. | 4,998 | $103.8K | 0.00% | +4,998 | New |
| Jones Financial Companies LLLP | 4,995 | $103.6K | 0.00% | −137−2.7% | Reduced |
| Royal Bank of Canada | 4,730 | $98.0K | 0.00% | +673+16.6% | Added |
| BOK Financial Private Wealth, Inc. | 2,825 | $58.6K | 0.00% | −175−5.8% | Reduced |
| Whipplewood Advisors, LLC | 2,464 | $51.2K | 0.03% | −149−5.7% | Reduced |
| Advisory Services Network, LLC | 2,394 | $49.7K | 0.00% | +2,394 | New |
| Ameritas Advisory Services, LLC | 2,176 | $45.2K | 0.00% | +39+1.8% | Added |
| Pittenger & Anderson Inc | 2,000 | $41.5K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 1,325 | $28.0K | 0.00% | +1,325 | New |
| Steward Partners Investment Advisory, LLC | 1,200 | $24.9K | 0.00% | −225−15.8% | Reduced |
| GHP Investment Advisors, Inc. | 1,123 | $23.3K | 0.00% | +20+1.8% | Added |
| Global Retirement Partners, LLC | 1,040 | $21.6K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 888 | $18.4K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 800 | $16.6K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 800 | $16.6K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 763 | $15.8K | 0.00% | +13+1.7% | Added |
| Ulland Investment Advisors, LLC | 735 | $15.0K | 0.01% | −15−2.0% | Reduced |
| Fortis Group Advisors, LLC | 425 | $8.82K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 320 | $6.64K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 200 | $4.15K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 100 | $2.08K | 0.00% | +100 | Added |
| Round Rock Advisors, LLC | 0 | $0 | 0.00% | −43,966−100.0% | Sold out |
| Kingsview Wealth Management, LLC | 0 | $0 | 0.00% | −15,306−100.0% | Sold out |
| Consolidated Portfolio Review Corp | 0 | $0 | 0.00% | −10,217−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| EverSource Wealth Advisors, LLC | 0 | $0 | 0.00% | −328−100.0% | Sold out |
| Atria Wealth Solutions, Inc. | – | – | – | – | Not filed |
| Graypoint LLC | – | – | – | – | Not filed |