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 |
|---|---|---|---|---|---|
| Wells Fargo & Company | 100 | $2.08K | 0.00% | +100 | Added |
| GWM Advisors LLC | 200 | $4.15K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 320 | $6.64K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 425 | $8.82K | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 735 | $15.0K | 0.01% | −15−2.0% | Reduced |
| CIBC Private Wealth Group, LLC | 763 | $15.8K | 0.00% | +13+1.7% | Added |
| ORG Partners LLC | 800 | $16.6K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 800 | $16.6K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 888 | $18.4K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,040 | $21.6K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 1,123 | $23.3K | 0.00% | +20+1.8% | Added |
| Steward Partners Investment Advisory, LLC | 1,200 | $24.9K | 0.00% | −225−15.8% | Reduced |
| Hantz Financial Services, Inc. | 1,325 | $28.0K | 0.00% | +1,325 | New |
| Pittenger & Anderson Inc | 2,000 | $41.5K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 2,176 | $45.2K | 0.00% | +39+1.8% | Added |
| Advisory Services Network, LLC | 2,394 | $49.7K | 0.00% | +2,394 | New |
| Whipplewood Advisors, LLC | 2,464 | $51.2K | 0.03% | −149−5.7% | Reduced |
| BOK Financial Private Wealth, Inc. | 2,825 | $58.6K | 0.00% | −175−5.8% | Reduced |
| Royal Bank of Canada | 4,730 | $98.0K | 0.00% | +673+16.6% | Added |
| Jones Financial Companies LLLP | 4,995 | $103.6K | 0.00% | −137−2.7% | Reduced |
| Rockefeller Capital Management L.P. | 4,998 | $103.8K | 0.00% | +4,998 | New |
| Comerica Bank | 6,973 | $144.8K | 0.00% | −3,259−31.9% | Reduced |
| Montag A & Associates Inc | 9,217 | $191.3K | 0.01% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 9,862 | $204.7K | 0.00% | 00.0% | Unchanged |
| Fiduciary Trust Co | 9,986 | $207.3K | 0.00% | 00.0% | Unchanged |
| Dumont & Blake Investment Advisors LLC | 10,143 | $210.6K | 0.05% | −20−0.2% | Reduced |
| Mayfair Advisory Group, LLC | 10,983 | $228.0K | 0.10% | 00.0% | Unchanged |
| Huntington National Bank | – | $247.0K | 0.00% | – | – |
| Davenport & Co LLC | 12,334 | $256.1K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 12,476 | $259.0K | 0.00% | +12,476 | New |
| Stonebridge Capital Advisors LLC | 13,300 | $276.1K | 0.02% | 00.0% | Unchanged |
| Virtu Financial LLC | 14,978 | $311.0K | 0.02% | +14,978 | New |
| Commerce Bank | 15,256 | $316.7K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 17,292 | $359.0K | 0.00% | −156−0.9% | Reduced |
| St Germain D J Co Inc | 18,109 | $375.9K | 0.02% | +40.0% | Added |
| US Bancorp | 18,288 | $379.7K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 22,225 | $461.4K | 0.01% | +1,411+6.8% | Added |
| MGB Wealth Management, LLC | 23,194 | $481.1K | 0.14% | +2,027+9.6% | Added |
| Envestnet Asset Management Inc | 28,201 | $585.5K | 0.00% | +1,697+6.4% | Added |
| Vanguard Group Inc | 30,100 | $624.9K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 32,993 | $684.9K | 0.01% | −312−0.9% | Reduced |
| QTR Family Wealth, LLC | 36,000 | $747.4K | 0.35% | +36,000 | New |
| Colony Group, LLC | 35,723 | $755.7K | 0.00% | +16,485+85.7% | Added |
| Advisor Group Holdings, Inc. | 39,147 | $824.7K | 0.00% | −4,624−10.6% | Reduced |
| Pensionmark Financial Group, LLC | 39,768 | $825.6K | 0.02% | +18,734+89.1% | Added |
| Bank of America Corp | 43,138 | $895.5K | 0.00% | +4,818+12.6% | Added |
| Kestra Advisory Services, LLC | 44,777 | $929.6K | 0.00% | +6,758+17.8% | Added |
| Future Financial Wealth Managment LLC | 48,196 | $1.00M | 0.63% | +151+0.3% | Added |
| Beacon Pointe Advisors, LLC | 54,795 | $1.14M | 0.01% | +9,418+20.8% | Added |
| Raymond James Financial Inc | 58,056 | $1.21M | 0.00% | −738−1.3% | Reduced |
| Commonwealth Equity Services, LLC | 62,728 | $1.30M | 0.00% | −6,365−9.2% | Reduced |
| Patriot Investment Management Inc. | 68,100 | $1.41M | 0.09% | 00.0% | Unchanged |
| MML Investors Services, LLC | 78,840 | $1.64M | 0.00% | +4,095+5.5% | Added |
| Caldwell Sutter Capital, Inc. | 84,614 | $1.76M | 0.75% | 00.0% | Unchanged |
| TSP Capital Management Group, LLC | 85,607 | $1.78M | 0.48% | – | – |
| Cambridge Investment Research Advisors, Inc. | 86,785 | $1.80M | 0.00% | +2,050+2.4% | Added |
| Cetera Investment Advisers | 92,607 | $1.92M | 0.00% | −8,146−8.1% | Reduced |
| Janney Montgomery Scott LLC | 117,084 | $2.43M | 0.01% | +13,475+13.0% | Added |
| LPL Financial LLC | 122,332 | $2.54M | 0.00% | +62,849+105.7% | Added |
| Secure Asset Management, LLC | 137,055 | $2.85M | 0.47% | −39,845−22.5% | Reduced |
| Sky Investment Group LLC | – | $3.52M | 0.59% | – | – |
| Smith Asset Management Co., LLC | 183,634 | $3.81M | 3.25% | −3,970−2.1% | Reduced |
| Morgan Stanley | 184,937 | $3.84M | 0.00% | −4,610−2.4% | Reduced |
| Barings LLC | 219,664 | $4.56M | 0.09% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 230,622 | $4.79M | 1.23% | +4,551+2.0% | Added |
| Invesco Ltd. | 244,810 | $5.08M | 0.00% | +6,924+2.9% | Added |
| Curbstone Financial Management Corp | 294,534 | $6.11M | 1.18% | −3,194−1.1% | Reduced |
| BHK Investment Advisors, LLC | 361,417 | $7.50M | 2.80% | −772−0.2% | Reduced |
| 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 |