Barings Corporate InvestorsMCI
13F holders, Q4 2024 (December 31)64holders +9
8new positions
2sold out
$20.38avg. 13F price*
At the end of Q4 2024, 64 institutions reported holding Barings Corporate Investors (MCI) in their 13F filings, up 9 from Q3 2024. 8 opened new positions and 2 sold out. The largest holders were BHK Investment Advisors, LLC ($7.2M), Curbstone Financial Management Corp ($6.3M) and Barings LLC ($4.5M).
- Company
- Barings Corporate Investors
- CUSIP
- 06759X107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $1.8M |
| Exits | 2 | $2K |
All 13F filers, Q3 2024 → Q4 2024: 191,947 shares bought and 74,099 shares sold, net +117,848 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 64 holders
| BHK Investment Advisors, LLC | 2.71% | Add +1.4% | 353,808 | $7.2M |
| Curbstone Financial Management Corp | 1.33% | Reduce -0.3% | 308,904 | $6.3M |
| Barings LLC | 0.11% | No change | 219,664 | $4.5M |
| Smith Asset Management Co., LLC | 4.32% | — | 217,757 | $4.4M |
| Morgan Stanley | 0.00% | Add +0.9% | 209,728 | $4.3M |
| Secure Asset Management, LLC | 0.54% | Add +8.1% | 174,641 | $3.6M |
| Invesco Ltd. | 0.00% | Add +1.8% | 169,551 | $3.5M |
| Cetera Investment Advisers | 0.00% | Add +8.3% | 98,054 | $2.0M |
| TSP Capital Management Group, LLC | 0.60% | Reduce -0.7% | 87,293 | $1.8M |
| Caldwell Sutter Capital, Inc. | 0.80% | No change | 84,614 | $1.7M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -0.1% | 79,979 | $1.6M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -6.5% | 73,321 | $1.5M |
| Atria Wealth Solutions, Inc. | 0.01% | Add +3.4% | 60,426 | $1.2M |
| Commerce Bank | 0.01% | Reduce -23.6% | 55,655 | $1.1M |
| Raymond James Financial Inc. | 0.00% | — | 50,370 | $1.0M |
| Future Financial Wealth Managment LLC | 0.74% | Reduce -0.0% | 49,602 | $1.0M |
| MML Investors Services, LLC | 0.00% | Add +51.6% | 46,563 | $949K |
| Dumont & Blake Investment Advisors LLC | 0.25% | No change | 46,124 | $940K |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -0.0% | 45,919 | $936K |
| Osaic Holdings, Inc. | 0.00% | Add +1.2% | 40,794 | $832K |
| Kestra Advisory Services, LLC | 0.00% | Add +61.2% | 35,792 | $729K |
| Benjamin Edwards Inc. | 0.01% | Add +16.3% | 35,171 | $717K |
| Bank of America Corp. | 0.00% | Add +108.3% | 33,917 | $691K |
| Vanguard Group Inc. | 0.00% | No change | 30,100 | $613K |
| Envestnet Asset Management Inc. | 0.00% | Add +56.3% | 29,040 | $592K |
| NewEdge Advisors, LLC | 0.00% | Reduce -19.3% | 26,112 | $532K |
| UBS Group AG | 0.00% | Reduce -57.7% | 23,969 | $488K |
| Graypoint LLC | 0.03% | Add +2.0% | 23,413 | $477K |
| Focus Partners Wealth | 0.00% | Reduce -15.2% | 22,107 | $451K |
| World Investment Advisors | 0.01% | No change | 20,558 | $419K |
| Round Rock Advisors LLC | 0.08% | New | 18,838 | $384K |
| US Bancorp \de | 0.00% | No change | 18,288 | $373K |
| St Germain D J Co. Inc. | 0.02% | Add +49.6% | 17,925 | $365K |
| Whipplewood Advisors, LLC | 0.20% | — | 17,530 | $357K |
| DAVENPORT & Co LLC | 0.00% | Reduce -14.0% | 16,334 | $333K |
| IFP Advisors, Inc | 0.01% | New | 16,000 | $326K |
| Montag A & Associates Inc. | 0.01% | Add +0.6% | 13,609 | $284K |
| Stonebridge Capital Advisors LLC | 0.02% | No change | 13,315 | $271K |
| LPL Financial LLC | 0.00% | Add +21.7% | 13,016 | $265K |
| Mayfair Advisory Group, LLC | 0.13% | No change | 10,983 | $224K |
| Susquehanna International Group, LLP | 0.00% | New | 10,510 | $214K |
| Money Concepts Capital Corp. | 0.02% | No change | 10,322 | $210K |
| Sanctuary Advisors, LLC | 0.00% | New | 9,862 | $206K |
| Consolidated Portfolio Review Corp | 0.03% | New | 10,102 | $206K |
| StoneX Group Inc. | 0.01% | New | 10,020 | $204K |
| Fiduciary Trust Co | 0.00% | New | 9,986 | $204K |
| Wells Fargo & Company | 0.00% | Reduce -42.3% | 5,852 | $119K |
| Comerica Bank | 0.00% | No change | 5,800 | $118K |
| Royal Bank of Canada | 0.00% | Add +6.4% | 4,288 | $87K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -2.9% | 4,004 | $82K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 3,000 | $63K |
| Jones Financial Companies LLLP | 0.00% | Add +112.4% | 2,765 | $56K |
| Pittenger & Anderson Inc. | 0.00% | No change | 2,000 | $41K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,425 | $29K |
| Global Retirement Partners, LLC | 0.00% | No change | 1,040 | $21K |
| Trust Co. of Vermont | 0.00% | No change | 888 | $18K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 800 | $16K |
| ORG Partners LLC | 0.00% | New | 800 | $16K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 750 | $15K |
| Ulland Investment Advisors, LLC | 0.01% | No change | 750 | $15K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 625 | $13K |
| Medallion Wealth Advisors, LLC | 0.01% | — | 622 | $13K |
| Fortis Group Advisors, LLC | 0.00% | No change | 425 | $9K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 377 | $8K |
"% of holder's portfolio" is MCI's weight in each manager's 13F, not the share of Barings Corporate Investors the manager owns.