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, Q1 2026
Institutional positions in Barings Corporate Investors as of Mar 31, 2026. 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
- 61
- +1 vs. Q4 2025
- Shares held
- 3.23M
- −23.2K (−0.7%) vs. Q4 2025
- Total value
- $60.4M
- −$3.65M (−5.7%) vs. Q4 2025
- New holders
- 6
- 19 more added
- Sold out
- 5
- 15 more reduced
7 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Barings Corporate Investors; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BHK Investment Advisors, LLC | 377,530 | $6.51M | 2.18% | +6,867+1.9% | Added |
| Curbstone Financial Management Corp | 289,134 | $4.98M | 0.95% | −4,950−1.7% | Reduced |
| Global Wealth Strategies & Associates | 286,823 | $4.94M | 1.21% | +40,712+16.5% | Added |
| Barings LLC | 219,664 | $3.79M | 0.06% | 00.0% | Unchanged |
| Secure Asset Management, LLC | 200,848 | $3.46M | 0.55% | +81,910+68.9% | Added |
| Cetera Investment Advisers | 180,395 | $3.11M | 0.00% | +90,542+100.8% | Added |
| Morgan Stanley | 177,539 | $3.06M | 0.00% | −3,774−2.1% | Reduced |
| Smith Asset Management Co., LLC | 172,921 | $2.98M | 2.56% | −3,224−1.8% | Reduced |
| Sky Investment Group LLC | – | $2.94M | 0.50% | – | – |
| Cambridge Investment Research Advisors, Inc. | 117,514 | $2.03M | 0.01% | +30,080+34.4% | Added |
| LPL Financial LLC | 105,976 | $1.83M | 0.00% | −17,955−14.5% | Reduced |
| Caldwell Sutter Capital, Inc. | 83,984 | $1.45M | 0.59% | 00.0% | Unchanged |
| TSP Capital Management Group, LLC | – | $1.42M | 0.35% | – | – |
| MML Investors Services, LLC | 69,886 | $1.20M | 0.00% | −5,371−7.1% | Reduced |
| Patriot Investment Management Inc. | 68,100 | $1.17M | 0.07% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 65,649 | $1.13M | 0.01% | +4,979+8.2% | Added |
| Commonwealth Equity Services, LLC | 60,949 | $1.05M | 0.00% | −1,856−3.0% | Reduced |
| Kestra Advisory Services, LLC | 60,482 | $1.04M | 0.00% | +9,929+19.6% | Added |
| Raymond James Financial Inc | 55,516 | $957.1K | 0.00% | +754+1.4% | Added |
| Equitable Holdings, Inc. | 48,009 | $871.4K | 0.01% | +17,820+59.0% | Added |
| Future Financial Wealth Managment LLC | 47,021 | $843.6K | 0.54% | +189+0.4% | Added |
| Bank of America Corp | 43,297 | $746.4K | 0.00% | −418−1.0% | Reduced |
| Pensionmark Financial Group, LLC | 41,476 | $715.0K | 0.01% | +870+2.1% | Added |
| Advisor Group Holdings, Inc. | 40,112 | $691.7K | 0.00% | −3,240−7.5% | Reduced |
| Jane Street Group, LLC | 33,534 | $578.1K | 0.00% | +33,534 | New |
| Benjamin Edwards Inc | 33,195 | $572.3K | 0.01% | +55+0.2% | Added |
| Vanguard National Trust Co | 30,100 | $518.9K | 0.03% | +30,100 | New |
| Cerity Partners LLC | 25,908 | $446.6K | 0.00% | +521+2.1% | Added |
| UBS Group AG | 25,237 | $435.1K | 0.00% | +8,033+46.7% | Added |
| Envestnet Asset Management Inc | 24,772 | $427.1K | 0.00% | −4,516−15.4% | Reduced |
| Jacobs Equity LLC | 21,028 | $362.5K | 0.32% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 18,402 | $327.0K | 0.00% | −4,045−18.0% | Reduced |
| US Bancorp | 18,288 | $315.3K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 18,117 | $312.3K | 0.01% | +40.0% | Added |
| Colony Group, LLC | 17,972 | $309.8K | 0.00% | −741−4.0% | Reduced |
| Goldman Sachs Group Inc | 17,800 | $306.9K | 0.00% | +17,800 | New |
| Rockefeller Capital Management L.P. | 17,728 | $305.6K | 0.00% | −4,664−20.8% | Reduced |
| Jones Financial Companies LLLP | 15,608 | $274.9K | 0.00% | +6,500+71.4% | Added |
| Commerce Bank | 15,256 | $263.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $232.7K | 0.00% | – | – |
| Stonebridge Capital Advisors LLC | 13,300 | $229.3K | 0.02% | 00.0% | Unchanged |
| Millennium Management LLC | 12,026 | $207.3K | 0.00% | +12,026 | New |
| Kovack Advisors, Inc. | 11,120 | $197.6K | 0.01% | 00.0% | Unchanged |
| Mayfair Advisory Group, LLC | 10,983 | $189.3K | 0.07% | 00.0% | Unchanged |
| Montag A & Associates Inc | 8,217 | $141.7K | 0.01% | −1,000−10.8% | Reduced |
| Fifth Third Bancorp | 6,973 | $120.2K | 0.00% | +6,973 | New |
| Royal Bank of Canada | 4,479 | $77.0K | 0.00% | −271−5.7% | Reduced |
| Wells Fargo & Company | 4,198 | $72.4K | 0.00% | +4,198 | Added |
| BOK Financial Private Wealth, Inc. | 2,825 | $48.7K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 2,630 | $45.3K | 0.02% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 2,394 | $41.3K | 0.00% | +2,394 | New |
| Pittenger & Anderson Inc | 2,000 | $34.5K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,200 | $20.7K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 1,167 | $20.1K | 0.00% | +23+2.0% | Added |
| Glen Eagle Advisors, LLC | 800 | $13.8K | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 735 | $13.0K | 0.01% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 689 | $12.0K | 0.00% | −636−48.0% | Reduced |
| Keating Financial Advisory Services, Inc. | 573 | $9.88K | 0.00% | +12+2.1% | Added |
| Fortis Group Advisors, LLC | 425 | $7.33K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 320 | $5.52K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 200 | $3.45K | 0.00% | 00.0% | Unchanged |
| Invesco Ltd. | 0 | $0 | 0.00% | −226,932−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −114,990−100.0% | Sold out |
| Uptown Financial Advisors LLC | 0 | $0 | 0.00% | −20,594−100.0% | Sold out |
| Davenport & Co LLC | 0 | $0 | 0.00% | −10,334−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −550−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |
| MGB Wealth Management, LLC | – | – | – | – | Not filed |
| Comerica Bank | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |
| Trust Co of Vermont | – | – | – | – | Not filed |
| ORG Partners LLC | – | – | – | – | Not filed |
| CIBC Private Wealth Group, LLC | – | – | – | – | Not filed |