Barings Corporate InvestorsMCI
13F holders, Q1 2025 (March 31)67holders +3
7new positions
2sold out
$23.55avg. 13F price*
At the end of Q1 2025, 67 institutions reported holding Barings Corporate Investors (MCI) in their 13F filings, up 3 from Q4 2024. 7 opened new positions and 2 sold out. The largest holders were BHK Investment Advisors, LLC ($7.8M), Curbstone Financial Management Corp ($7.2M) and Invesco Ltd. ($5.5M).
- Company
- Barings Corporate Investors
- CUSIP
- 06759X107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $8.3M |
| Exits | 2 | $661K |
All 13F filers, Q4 2024 → Q1 2025: 508,749 shares bought and 180,331 shares sold, net +328,418 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 67 holders
| BHK Investment Advisors, LLC | 3.29% | Reduce -6.2% | 331,750 | $7.8M |
| Curbstone Financial Management Corp | 1.53% | Add +0.0% | 309,028 | $7.2M |
| Invesco Ltd. | 0.00% | Add +39.1% | 235,814 | $5.5M |
| Barings LLC | 0.13% | No change | 219,664 | $5.1M |
| Global Wealth Strategies & Associates | 1.55% | New | 218,759 | $5.1M |
| Smith Asset Management Co., LLC | 4.79% | Reduce -0.3% | 217,070 | $5.1M |
| Morgan Stanley | 0.00% | Reduce -3.5% | 202,276 | $4.7M |
| Secure Asset Management, LLC | 0.80% | Reduce -2.8% | 169,838 | $4.0M |
| Janney Montgomery Scott LLC | 0.01% | New | 99,408 | $2.3M |
| Cetera Investment Advisers | 0.00% | Reduce -1.3% | 96,799 | $2.3M |
| TSP Capital Management Group, LLC | 0.68% | Add +0.6% | 87,834 | $2.1M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +6.1% | 84,874 | $2.0M |
| Caldwell Sutter Capital, Inc. | 0.94% | No change | 84,614 | $2.0M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -1.6% | 72,188 | $1.7M |
| MML Investors Services, LLC | 0.01% | Add +50.4% | 70,034 | $1.6M |
| Atria Wealth Solutions, Inc. | 0.02% | Add +0.2% | 60,523 | $1.4M |
| Raymond James Financial Inc. | 0.00% | Add +0.3% | 50,542 | $1.2M |
| Future Financial Wealth Managment LLC | 0.82% | Reduce -3.5% | 47,885 | $1.1M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +0.6% | 46,184 | $1.1M |
| Commerce Bank | 0.01% | Reduce -22.7% | 42,997 | $1.0M |
| Osaic Holdings, Inc. | 0.00% | Add +1.3% | 41,339 | $969K |
| LPL Financial LLC | 0.00% | Add +215.3% | 41,038 | $962K |
| Round Rock Advisors LLC | 0.18% | Add +117.5% | 40,979 | $961K |
| Bank of America Corp. | 0.00% | Add +10.8% | 37,585 | $881K |
| Benjamin Edwards Inc. | 0.01% | Reduce -2.0% | 34,462 | $808K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -12.8% | 31,193 | $731K |
| Vanguard Group Inc. | 0.00% | No change | 30,100 | $706K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -12.4% | 25,435 | $596K |
| NewEdge Advisors, LLC | 0.00% | Reduce -7.0% | 24,295 | $569K |
| Graypoint LLC | 0.04% | Add +2.4% | 23,980 | $562K |
| World Investment Advisors | 0.01% | No change | 20,558 | $482K |
| UBS Group AG | 0.00% | Reduce -15.9% | 20,156 | $472K |
| US Bancorp \de | 0.00% | No change | 18,288 | $429K |
| MGB Wealth Management, LLC | 0.14% | New | 17,674 | $397K |
| Whipplewood Advisors, LLC | 0.23% | Reduce -98.3% | 299 | $394K |
| Montag A & Associates Inc. | 0.02% | Add +0.6% | 13,692 | $321K |
| Stonebridge Capital Advisors LLC | 0.03% | Reduce -0.1% | 13,300 | $312K |
| DAVENPORT & Co LLC | 0.00% | Reduce -24.5% | 12,334 | $289K |
| St Germain D J Co. Inc. | 0.01% | Reduce -35.6% | 11,535 | $270K |
| Mayfair Advisory Group, LLC | 0.15% | No change | 10,983 | $257K |
| Consolidated Portfolio Review Corp | 0.04% | Add +1.1% | 10,217 | $239K |
| Dumont & Blake Investment Advisors LLC | 0.07% | Reduce -78.0% | 10,163 | $238K |
| Fiduciary Trust Co | 0.00% | No change | 9,986 | $234K |
| Sanctuary Advisors, LLC | 0.00% | No change | 9,862 | $231K |
| Susquehanna International Group, LLP | 0.00% | Reduce -6.6% | 9,819 | $230K |
| IFP Advisors, Inc | 0.01% | Reduce -38.7% | 9,801 | $230K |
| PKS Advisory Services, LLC | 0.06% | New | 9,607 | $225K |
| Wolff Financial Management LLC | 0.06% | New | 9,221 | $216K |
| StoneX Group Inc. | 0.01% | Reduce -12.0% | 8,820 | $207K |
| Comerica Bank | 0.00% | No change | 5,800 | $136K |
| Jones Financial Companies LLLP | 0.00% | Add +61.8% | 4,473 | $102K |
| Royal Bank of Canada | 0.00% | Reduce -4.1% | 4,112 | $96K |
| BOK Financial Private Wealth, Inc. | 0.01% | No change | 3,000 | $70K |
| Pittenger & Anderson Inc. | 0.00% | No change | 2,000 | $47K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,425 | $33K |
| GHP Investment Advisors, Inc. | 0.00% | New | 1,083 | $25K |
| Trust Co. of Vermont | 0.00% | No change | 888 | $21K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 800 | $19K |
| Ulland Investment Advisors, LLC | 0.02% | No change | 750 | $18K |
| ORG Partners LLC | 0.00% | No change | 800 | $18K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 750 | $16K |
| Medallion Wealth Advisors, LLC | 0.01% | No change | 622 | $14K |
| Fortis Group Advisors, LLC | 0.00% | No change | 425 | $10K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -13.0% | 328 | $8K |
| Rosenberg Matthew Hamilton | 0.00% | New | 320 | $8K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -97.5% | 98 | $2K |
| Wells Fargo & Company | 0.00% | Reduce -98.7% | 74 | $2K |
"% of holder's portfolio" is MCI's weight in each manager's 13F, not the share of Barings Corporate Investors the manager owns.