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 |
|---|---|---|---|---|---|
| GWM Advisors LLC | 200 | $3.45K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 320 | $5.52K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 425 | $7.33K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 573 | $9.88K | 0.00% | +12+2.1% | Added |
| Hantz Financial Services, Inc. | 689 | $12.0K | 0.00% | −636−48.0% | Reduced |
| Ulland Investment Advisors, LLC | 735 | $13.0K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 800 | $13.8K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 1,167 | $20.1K | 0.00% | +23+2.0% | Added |
| Steward Partners Investment Advisory, LLC | 1,200 | $20.7K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 2,000 | $34.5K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 2,394 | $41.3K | 0.00% | +2,394 | New |
| Whipplewood Advisors, LLC | 2,630 | $45.3K | 0.02% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 2,825 | $48.7K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 4,198 | $72.4K | 0.00% | +4,198 | Added |
| Royal Bank of Canada | 4,479 | $77.0K | 0.00% | −271−5.7% | Reduced |
| Fifth Third Bancorp | 6,973 | $120.2K | 0.00% | +6,973 | New |
| Montag A & Associates Inc | 8,217 | $141.7K | 0.01% | −1,000−10.8% | Reduced |
| Mayfair Advisory Group, LLC | 10,983 | $189.3K | 0.07% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 11,120 | $197.6K | 0.01% | 00.0% | Unchanged |
| Millennium Management LLC | 12,026 | $207.3K | 0.00% | +12,026 | New |
| Stonebridge Capital Advisors LLC | 13,300 | $229.3K | 0.02% | 00.0% | Unchanged |
| Huntington National Bank | – | $232.7K | 0.00% | – | – |
| Commerce Bank | 15,256 | $263.0K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 15,608 | $274.9K | 0.00% | +6,500+71.4% | Added |
| Rockefeller Capital Management L.P. | 17,728 | $305.6K | 0.00% | −4,664−20.8% | Reduced |
| Goldman Sachs Group Inc | 17,800 | $306.9K | 0.00% | +17,800 | New |
| Colony Group, LLC | 17,972 | $309.8K | 0.00% | −741−4.0% | Reduced |
| St Germain D J Co Inc | 18,117 | $312.3K | 0.01% | +40.0% | Added |
| US Bancorp | 18,288 | $315.3K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 18,402 | $327.0K | 0.00% | −4,045−18.0% | Reduced |
| Jacobs Equity LLC | 21,028 | $362.5K | 0.32% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 24,772 | $427.1K | 0.00% | −4,516−15.4% | Reduced |
| UBS Group AG | 25,237 | $435.1K | 0.00% | +8,033+46.7% | Added |
| Cerity Partners LLC | 25,908 | $446.6K | 0.00% | +521+2.1% | Added |
| Vanguard National Trust Co | 30,100 | $518.9K | 0.03% | +30,100 | New |
| Benjamin Edwards Inc | 33,195 | $572.3K | 0.01% | +55+0.2% | Added |
| Jane Street Group, LLC | 33,534 | $578.1K | 0.00% | +33,534 | New |
| Advisor Group Holdings, Inc. | 40,112 | $691.7K | 0.00% | −3,240−7.5% | Reduced |
| Pensionmark Financial Group, LLC | 41,476 | $715.0K | 0.01% | +870+2.1% | Added |
| Bank of America Corp | 43,297 | $746.4K | 0.00% | −418−1.0% | Reduced |
| Future Financial Wealth Managment LLC | 47,021 | $843.6K | 0.54% | +189+0.4% | Added |
| Equitable Holdings, Inc. | 48,009 | $871.4K | 0.01% | +17,820+59.0% | Added |
| Raymond James Financial Inc | 55,516 | $957.1K | 0.00% | +754+1.4% | Added |
| Kestra Advisory Services, LLC | 60,482 | $1.04M | 0.00% | +9,929+19.6% | Added |
| Commonwealth Equity Services, LLC | 60,949 | $1.05M | 0.00% | −1,856−3.0% | Reduced |
| Beacon Pointe Advisors, LLC | 65,649 | $1.13M | 0.01% | +4,979+8.2% | Added |
| Patriot Investment Management Inc. | 68,100 | $1.17M | 0.07% | 00.0% | Unchanged |
| MML Investors Services, LLC | 69,886 | $1.20M | 0.00% | −5,371−7.1% | Reduced |
| TSP Capital Management Group, LLC | – | $1.42M | 0.35% | – | – |
| Caldwell Sutter Capital, Inc. | 83,984 | $1.45M | 0.59% | 00.0% | Unchanged |
| LPL Financial LLC | 105,976 | $1.83M | 0.00% | −17,955−14.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 117,514 | $2.03M | 0.01% | +30,080+34.4% | Added |
| Sky Investment Group LLC | – | $2.94M | 0.50% | – | – |
| Smith Asset Management Co., LLC | 172,921 | $2.98M | 2.56% | −3,224−1.8% | Reduced |
| Morgan Stanley | 177,539 | $3.06M | 0.00% | −3,774−2.1% | Reduced |
| Cetera Investment Advisers | 180,395 | $3.11M | 0.00% | +90,542+100.8% | Added |
| Secure Asset Management, LLC | 200,848 | $3.46M | 0.55% | +81,910+68.9% | Added |
| Barings LLC | 219,664 | $3.79M | 0.06% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 286,823 | $4.94M | 1.21% | +40,712+16.5% | Added |
| Curbstone Financial Management Corp | 289,134 | $4.98M | 0.95% | −4,950−1.7% | Reduced |
| BHK Investment Advisors, LLC | 377,530 | $6.51M | 2.18% | +6,867+1.9% | Added |
| 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 |