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, Q4 2025
Institutional positions in Barings Corporate Investors as of Dec 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
- 67
- −1 vs. Q3 2025
- Shares held
- 3.32M
- −86.1K (−2.5%) vs. Q3 2025
- Total value
- $65.3M
- −$9.28M (−12.5%) vs. Q3 2025
- New holders
- 7
- 21 more added
- Sold out
- 8
- 15 more reduced
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Barings Corporate Investors; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BHK Investment Advisors, LLC | 370,663 | $6.73M | 2.21% | +9,246+2.6% | Added |
| Curbstone Financial Management Corp | 294,084 | $5.34M | 1.02% | −450−0.2% | Reduced |
| Global Wealth Strategies & Associates | 246,111 | $4.47M | 1.11% | +15,489+6.7% | Added |
| Invesco Ltd. | 226,932 | $4.12M | 0.00% | −17,878−7.3% | Reduced |
| Barings LLC | 219,664 | $3.99M | 0.07% | 00.0% | Unchanged |
| Morgan Stanley | 181,313 | $3.29M | 0.00% | −3,624−2.0% | Reduced |
| Smith Asset Management Co., LLC | 176,145 | $3.20M | 2.64% | −7,489−4.1% | Reduced |
| Sky Investment Group LLC | – | $3.06M | 0.51% | – | – |
| LPL Financial LLC | 123,931 | $2.25M | 0.00% | +1,599+1.3% | Added |
| Secure Asset Management, LLC | 118,938 | $2.16M | 0.34% | −18,117−13.2% | Reduced |
| Janney Montgomery Scott LLC | 114,990 | $2.09M | 0.00% | −2,094−1.8% | Reduced |
| Cetera Investment Advisers | 89,853 | $1.63M | 0.00% | −2,754−3.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 87,434 | $1.59M | 0.00% | +649+0.7% | Added |
| TSP Capital Management Group, LLC | – | $1.55M | 0.38% | – | – |
| Caldwell Sutter Capital, Inc. | 83,984 | $1.52M | 0.65% | −630−0.7% | Reduced |
| MML Investors Services, LLC | 75,257 | $1.37M | 0.00% | −3,583−4.5% | Reduced |
| Patriot Investment Management Inc. | 68,100 | $1.24M | 0.08% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 62,805 | $1.14M | 0.00% | +77+0.1% | Added |
| Beacon Pointe Advisors, LLC | 60,670 | $1.10M | 0.01% | +5,875+10.7% | Added |
| Raymond James Financial Inc | 54,762 | $993.9K | 0.00% | −3,294−5.7% | Reduced |
| Future Financial Wealth Managment LLC | 46,832 | $955.8K | 0.64% | −1,364−2.8% | Reduced |
| Kestra Advisory Services, LLC | 50,553 | $917.5K | 0.00% | +5,776+12.9% | Added |
| Bank of America Corp | 43,715 | $793.4K | 0.00% | +577+1.3% | Added |
| Advisor Group Holdings, Inc. | 43,352 | $787.0K | 0.00% | +4,205+10.7% | Added |
| Pensionmark Financial Group, LLC | 40,606 | $737.0K | 0.01% | +838+2.1% | Added |
| Benjamin Edwards Inc | 33,140 | $601.5K | 0.01% | +147+0.4% | Added |
| Equitable Holdings, Inc. | 30,189 | $547.9K | 0.00% | +30,189 | New |
| Vanguard Group Inc | 30,100 | $546.3K | 0.00% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 29,288 | $531.6K | 0.00% | +1,087+3.9% | Added |
| Cerity Partners LLC | 25,387 | $460.8K | 0.00% | +25,387 | New |
| MGB Wealth Management, LLC | 24,291 | $442.7K | 0.13% | +1,097+4.7% | Added |
| Farther Finance Advisors, LLC | 22,447 | $407.4K | 0.00% | +222+1.0% | Added |
| Rockefeller Capital Management L.P. | 22,392 | $406.4K | 0.00% | +17,394+348.0% | Added |
| Jacobs Equity LLC | 21,028 | $381.7K | 0.37% | +21,028 | New |
| Uptown Financial Advisors LLC | 20,594 | $373.8K | 0.32% | +20,594 | New |
| Colony Group, LLC | 18,713 | $339.7K | 0.00% | −17,010−47.6% | Reduced |
| US Bancorp | 18,288 | $331.9K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 18,113 | $328.7K | 0.01% | +40.0% | Added |
| UBS Group AG | 17,204 | $312.3K | 0.00% | −88−0.5% | Reduced |
| Commerce Bank | 15,256 | $276.9K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $245.0K | 0.00% | – | – |
| Stonebridge Capital Advisors LLC | 13,300 | $241.4K | 0.02% | 00.0% | Unchanged |
| Mayfair Advisory Group, LLC | 10,983 | $203.8K | 0.08% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 11,120 | $201.8K | 0.01% | +11,120 | New |
| Davenport & Co LLC | 10,334 | $187.6K | 0.00% | −2,000−16.2% | Reduced |
| Montag A & Associates Inc | 9,217 | $171.0K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 9,108 | $165.3K | 0.00% | +4,113+82.3% | Added |
| Comerica Bank | 6,973 | $126.6K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 4,750 | $86.0K | 0.00% | +20+0.4% | Added |
| BOK Financial Private Wealth, Inc. | 2,825 | $52.4K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 2,630 | $47.7K | 0.03% | +166+6.7% | Added |
| Pittenger & Anderson Inc | 2,000 | $36.3K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 1,325 | $24.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,200 | $21.8K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 1,144 | $20.8K | 0.00% | +21+1.9% | Added |
| Global Retirement Partners, LLC | 1,040 | $18.9K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 888 | $16.1K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 800 | $14.5K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 800 | $14.5K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 778 | $14.1K | 0.00% | +15+2.0% | Added |
| Ulland Investment Advisors, LLC | 735 | $13.0K | 0.01% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 561 | $10.2K | 0.00% | +561 | New |
| Tower Research Capital LLC (TRC) | 550 | $9.98K | 0.00% | +550 | New |
| Fortis Group Advisors, LLC | 425 | $7.71K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 320 | $5.81K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 200 | $3.63K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 0 | $1 | 0.00% | −100−100.0% | Reduced |
| QTR Family Wealth, LLC | 0 | $0 | 0.00% | −36,000−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −14,978−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −12,476−100.0% | Sold out |
| Dumont & Blake Investment Advisors LLC | 0 | $0 | 0.00% | −10,143−100.0% | Sold out |
| Fiduciary Trust Co | 0 | $0 | 0.00% | −9,986−100.0% | Sold out |
| Sanctuary Advisors, LLC | 0 | $0 | 0.00% | −9,862−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −2,394−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −2,176−100.0% | Sold out |