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, Q2 2026
Institutional positions in Barings Corporate Investors as of Jun 30, 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
- 67
- +6 vs. Q1 2026
- Shares held
- 3.39M
- +152.0K (+4.7%) vs. Q1 2026
- Total value
- $62.7M
- +$2.26M (+3.7%) vs. Q1 2026
- New holders
- 11
- 21 more added
- Sold out
- 5
- 15 more reduced
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Barings Corporate Investors; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| JFS Wealth Advisors, LLC | 62 | $1.09K | 0.00% | +62 | New |
| Assetmark, Inc | 114 | $2.00K | 0.00% | +114 | New |
| Keating Financial Advisory Services, Inc. | 167 | $2.93K | 0.00% | −406−70.9% | Reduced |
| GWM Advisors LLC | 200 | $3.51K | 0.00% | 00.0% | Unchanged |
| Trust Co | 230 | $4.04K | 0.00% | +230 | New |
| The PNC Financial Services Group, Inc. | 400 | $7.02K | 0.00% | +400 | New |
| Fortis Group Advisors, LLC | 425 | $7.46K | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 735 | $13.0K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 800 | $14.0K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 888 | $15.6K | 0.00% | +888 | New |
| Global Retirement Partners, LLC | 1,040 | $18.3K | 0.00% | +1,040 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,072 | $18.8K | 0.01% | +1,072 | New |
| GHP Investment Advisors, Inc. | 1,193 | $20.9K | 0.00% | +26+2.2% | Added |
| Steward Partners Investment Advisory, LLC | 1,200 | $21.1K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 2,000 | $35.1K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 2,081 | $36.5K | 0.01% | +2,081 | New |
| BOK Financial Private Wealth, Inc. | 2,825 | $49.6K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 3,690 | $64.8K | 0.04% | +1,060+40.3% | Added |
| Royal Bank of Canada | 4,764 | $84.0K | 0.00% | +285+6.4% | Added |
| Buck Wealth Strategies, LLC | 5,115 | $89.8K | 0.01% | +5,115 | New |
| Wells Fargo & Company | 5,840 | $102.6K | 0.00% | +1,642+39.1% | Added |
| Fifth Third Bancorp | 6,973 | $122.4K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 8,217 | $144.3K | 0.01% | 00.0% | Unchanged |
| Mayfair Advisory Group, LLC | 10,983 | $181.8K | 0.05% | 00.0% | Unchanged |
| Millennium Management LLC | 11,292 | $198.3K | 0.00% | −734−6.1% | Reduced |
| Jane Street Group, LLC | 11,718 | $205.8K | 0.00% | −21,816−65.1% | Reduced |
| Susquehanna International Group, LLP | 12,206 | $214.3K | 0.00% | +12,206 | New |
| Perigon Wealth Management, LLC | 12,340 | $216.7K | 0.00% | +12,340 | New |
| Stonebridge Capital Advisors LLC | 13,400 | $235.3K | 0.02% | +100+0.8% | Added |
| Huntington National Bank | – | $237.1K | 0.00% | – | – |
| Commerce Bank | 15,256 | $267.9K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 16,598 | $289.1K | 0.00% | +990+6.3% | Added |
| UBS Group AG | 16,906 | $296.9K | 0.00% | −8,331−33.0% | Reduced |
| Colony Group, LLC | 17,568 | $308.5K | 0.00% | −404−2.2% | Reduced |
| Farther Finance Advisors, LLC | 17,697 | $310.8K | 0.00% | −705−3.8% | Reduced |
| Rockefeller Capital Management L.P. | 18,025 | $316.5K | 0.00% | +297+1.7% | Added |
| St Germain D J Co Inc | 18,122 | $318.2K | 0.01% | +50.0% | Added |
| US Bancorp | 18,288 | $321.1K | 0.00% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 23,539 | $413.3K | 0.00% | −1,233−5.0% | Reduced |
| Jacobs Equity LLC | 25,776 | $452.6K | 0.31% | +4,748+22.6% | Added |
| Cerity Partners LLC | 26,505 | $465.4K | 0.00% | +597+2.3% | Added |
| Vanguard National Trust Co | 30,100 | $528.6K | 0.03% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 38,577 | $677.6K | 0.00% | −1,535−3.8% | Reduced |
| Pensionmark Financial Group, LLC | 41,476 | $715.0K | 0.01% | 00.0% | Unchanged |
| Bank of America Corp | 41,680 | $731.9K | 0.00% | −1,617−3.7% | Reduced |
| Future Financial Wealth Managment LLC | 44,370 | $737.4K | 0.46% | −2,651−5.6% | Reduced |
| Benjamin Edwards Inc | 42,011 | $737.7K | 0.01% | +8,816+26.6% | Added |
| Raymond James Financial Inc | 55,520 | $974.9K | 0.00% | +40.0% | Added |
| Commonwealth Equity Services, LLC | 58,908 | $1.03M | 0.00% | −2,041−3.3% | Reduced |
| Equitable Holdings, Inc. | 61,501 | $1.08M | 0.01% | +13,492+28.1% | Added |
| Kestra Advisory Services, LLC | 62,458 | $1.10M | 0.00% | +1,976+3.3% | Added |
| LPL Financial LLC | 63,324 | $1.11M | 0.00% | −42,652−40.2% | Reduced |
| Patriot Investment Management Inc. | 68,100 | $1.20M | 0.07% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 83,984 | $1.47M | 0.56% | 00.0% | Unchanged |
| MML Investors Services, LLC | 86,548 | $1.52M | 0.00% | +16,662+23.8% | Added |
| TSP Capital Management Group, LLC | 86,732 | $1.52M | 0.36% | – | – |
| Beacon Pointe Advisors, LLC | 93,996 | $1.65M | 0.01% | +28,347+43.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 128,057 | $2.25M | 0.01% | +10,543+9.0% | Added |
| Smith Asset Management Co., LLC | 169,554 | $2.98M | 2.34% | −3,367−1.9% | Reduced |
| Sky Investment Group LLC | – | $3.08M | 0.48% | – | – |
| Morgan Stanley | 176,852 | $3.11M | 0.00% | −687−0.4% | Reduced |
| Secure Asset Management, LLC | 208,965 | $3.67M | 0.52% | +8,117+4.0% | Added |
| Cetera Investment Advisers | 211,975 | $3.72M | 0.00% | +31,580+17.5% | Added |
| Barings LLC | 219,664 | $3.86M | 0.07% | 00.0% | Unchanged |
| Curbstone Financial Management Corp | 287,734 | $5.05M | 0.86% | −1,400−0.5% | Reduced |
| Global Wealth Strategies & Associates | 299,749 | $5.26M | 1.00% | +12,926+4.5% | Added |
| BHK Investment Advisors, LLC | 386,988 | $6.80M | 2.03% | +9,458+2.5% | Added |
| Goldman Sachs Group Inc | 0 | $0 | 0.00% | −17,800−100.0% | Sold out |
| Kovack Advisors, Inc. | 0 | $0 | 0.00% | −11,120−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −2,394−100.0% | Sold out |
| Hantz Financial Services, Inc. | 0 | $0 | 0.00% | −689−100.0% | Sold out |
| Rosenberg Matthew Hamilton | 0 | $0 | 0.00% | −320−100.0% | Sold out |