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