Barings Corporate InvestorsMCI

13F holders, Q2 2026 (June 30)
65holders +7
10new positions
5sold out
1famous investor
$17.54avg. 13F price*

At the end of Q2 2026, 65 institutions reported holding Barings Corporate Investors (MCI) in their 13F filings, up 7 from Q1 2026. 10 opened new positions and 5 sold out. The largest holders were BHK Investment Advisors, LLC ($6.8M), Global Wealth Strategies & Associates ($5.3M) and Curbstone Financial Management Corp ($5.1M). One famous investor held it Israel Englander (0.0% of Millennium Management's portfolio).

Company
Barings Corporate Investors
CUSIP
06759X107
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080 Q1 2024: 53Q1 2024Q2 2024: 52Q2 2024Q3 2024: 55Q3 2024Q4 2024: 64Q4 2024Q1 2025: 67Q1 2025Q2 2025: 65Q2 2025Q3 2025: 66Q3 2025Q4 2025: 63Q4 2025Q1 2026: 58Q1 2026Q2 2026: 65Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions10$2.1M
Exits5$563K

All 13F filers, Q1 2026 → Q2 2026: 272,023 shares bought and 121,902 shares sold, net +150,121 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 65 holders

BHK Investment Advisors, LLC 2.03% Add +2.5% 386,988 $6.8M
Global Wealth Strategies & Associates 1.00% Add +4.5% 299,749 $5.3M
Curbstone Financial Management Corp 0.86% Reduce -0.5% 287,734 $5.1M
Barings LLC 0.07% No change 219,664 $3.9M
Cetera Investment Advisers 0.00% Add +17.5% 211,975 $3.7M
Secure Asset Management, LLC 0.52% Add +4.0% 208,965 $3.7M
Morgan Stanley 0.00% Reduce -0.4% 176,852 $3.1M
Smith Asset Management Co., LLC 2.34% Reduce -1.9% 169,554 $3.0M
Cambridge Investment Research Advisors, Inc. 0.01% Add +9.0% 128,057 $2.2M
Beacon Pointe Advisors, LLC 0.01% Add +43.2% 93,996 $1.7M
TSP Capital Management Group, LLC 0.36% New 86,732 $1.5M
MML Investors Services, LLC 0.00% Add +23.8% 86,548 $1.5M
Caldwell Sutter Capital, Inc. 0.56% No change 83,984 $1.5M
Patriot Investment Management Group, Inc. 0.07% No change 68,100 $1.2M
LPL Financial LLC 0.00% Reduce -40.3% 63,324 $1.1M
Kestra Advisory Services, LLC 0.00% Add +3.3% 62,458 $1.1M
Equitable Holdings, Inc. 0.01% Add +28.1% 61,501 $1.1M
Commonwealth Equity Services, LLC 0.00% Reduce -3.4% 58,908 $1.0M
Raymond James Financial Inc. 0.00% Add +0.0% 55,520 $975K
Benjamin Edwards Inc. 0.01% Add +26.6% 42,011 $738K
Future Financial Wealth Managment LLC 0.46% Reduce -5.6% 44,370 $737K
Bank of America Corp. 0.00% Reduce -3.7% 41,680 $732K
World Investment Advisors 0.01% No change 41,476 $715K
Osaic Holdings, Inc. 0.00% Reduce -3.8% 38,577 $678K
Vanguard National Trust Co 0.03% No change 30,100 $529K
Cerity Partners LLC 0.00% Add +2.3% 26,505 $465K
Jacobs Equity LLC 0.31% Add +22.6% 25,776 $453K
Envestnet Asset Management Inc. 0.00% Reduce -5.0% 23,539 $413K
US Bancorp \de 0.00% No change 18,288 $321K
St Germain D J Co. Inc. 0.01% Add +0.0% 18,122 $318K
Rockefeller Capital Management L.P. 0.00% Add +1.7% 18,025 $317K
Farther Finance Advisors, LLC 0.00% Reduce -3.8% 17,697 $311K
Focus Partners Wealth 0.00% Reduce -2.3% 17,568 $309K
UBS Group AG 0.00% Reduce -33.0% 16,906 $297K
Jones Financial Companies LLLP 0.00% Add +6.3% 16,598 $289K
Commerce Bank 0.00% No change 15,256 $268K
Stonebridge Capital Advisors LLC 0.01% Add +0.8% 13,400 $235K
Perigon Wealth Management, LLC 0.00% New 12,340 $217K
Susquehanna International Group, LLP 0.00% New 12,206 $214K
Jane Street Group, LLC 0.00% Reduce -65.1% 11,718 $206K
Millennium Management 0.00% Reduce -6.1% 11,292 $198K
Mayfair Advisory Group, LLC 0.05% No change 10,983 $182K
Montag A & Associates Inc. 0.01% No change 8,217 $144K
Fifth Third Bancorp 0.00% No change 6,973 $122K
Wells Fargo & Company 0.00% Add +39.1% 5,840 $103K
Buck Wealth Strategies, LLC 0.01% New 5,115 $90K
Royal Bank of Canada 0.00% Add +6.4% 4,764 $84K
Whipplewood Advisors, LLC 0.04% Add +40.3% 3,690 $65K
BOK Financial Private Wealth, Inc. 0.00% No change 2,825 $50K
Thomas J. Herzfeld Advisors, Inc. 0.01% New 2,081 $37K
Pittenger & Anderson Inc. 0.00% No change 2,000 $35K
Steward Partners Investment Advisory, LLC 0.00% No change 1,200 $21K
GHP Investment Advisors, Inc. 0.00% Add +2.2% 1,193 $21K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% New 1,072 $19K
Global Retirement Partners, LLC 0.00% — 1,040 $18K
Trust Co. of Vermont 0.00% — 888 $16K
Glen Eagle Advisors, LLC 0.00% No change 800 $14K
Ulland Investment Advisors, LLC 0.01% No change 735 $13K
Fortis Group Advisors, LLC 0.00% No change 425 $7K
PNC Financial Services Group, Inc. 0.00% New 400 $7K
Trust Co 0.00% New 230 $4K
NewEdge Advisors, LLC 0.00% No change 200 $4K
Keating Financial Advisory Services, Inc. 0.00% Reduce -70.9% 167 $3K
Assetmark, Inc. 0.00% New 114 $2K
JFS Wealth Advisors, LLC 0.00% New 62 $1K

"% of holder's portfolio" is MCI's weight in each manager's 13F, not the share of Barings Corporate Investors the manager owns.