Barings Corporate InvestorsMCI
13F holders, Q2 2025 (June 30)65holders −2
5new positions
7sold out
$21.65avg. 13F price*
At the end of Q2 2025, 65 institutions reported holding Barings Corporate Investors (MCI) in their 13F filings, down 2 from Q1 2025. 5 opened new positions and 7 sold out. The largest holders were BHK Investment Advisors, LLC ($7.8M), Curbstone Financial Management Corp ($6.4M) and Invesco Ltd. ($5.2M).
- Company
- Barings Corporate Investors
- CUSIP
- 06759X107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $2.7M |
| Exits | 7 | $3.0M |
All 13F filers, Q1 2025 → Q2 2025: 245,586 shares bought and 253,163 shares sold, net −7,577 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 65 holders
| BHK Investment Advisors, LLC | 3.07% | Add +9.2% | 362,189 | $7.8M |
| Curbstone Financial Management Corp | 1.32% | Reduce -3.7% | 297,728 | $6.4M |
| Invesco Ltd. | 0.00% | Add +0.9% | 237,886 | $5.2M |
| Global Wealth Strategies & Associates | 1.40% | Add +3.3% | 226,071 | $4.9M |
| Barings LLC | 0.11% | No change | 219,664 | $4.8M |
| Morgan Stanley | 0.00% | Reduce -6.3% | 189,547 | $4.1M |
| Smith Asset Management Co., LLC | 3.51% | Reduce -13.6% | 187,604 | $4.1M |
| Secure Asset Management, LLC | 0.71% | Add +4.2% | 176,900 | $3.8M |
| Janney Montgomery Scott LLC | 0.01% | Add +4.2% | 103,609 | $2.2M |
| Cetera Investment Advisers | 0.00% | Add +4.1% | 100,753 | $2.2M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -0.2% | 84,735 | $1.8M |
| Caldwell Sutter Capital, Inc. | 0.84% | No change | 84,614 | $1.8M |
| MML Investors Services, LLC | 0.00% | Add +6.7% | 74,745 | $1.6M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -4.3% | 69,093 | $1.5M |
| Patriot Investment Management Group, Inc. | 0.10% | New | 68,100 | $1.5M |
| Atria Wealth Solutions, Inc. | 0.03% | Add +1.5% | 61,418 | $1.3M |
| LPL Financial LLC | 0.00% | Add +45.0% | 59,483 | $1.3M |
| Raymond James Financial Inc. | 0.00% | Add +16.3% | 58,794 | $1.3M |
| Future Financial Wealth Managment LLC | 0.71% | Add +0.3% | 48,045 | $1.0M |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -1.8% | 45,377 | $983K |
| Round Rock Advisors LLC | 0.16% | Add +7.3% | 43,966 | $952K |
| Osaic Holdings, Inc. | 0.00% | Add +5.9% | 43,771 | $948K |
| Bank of America Corp. | 0.00% | Add +2.0% | 38,320 | $830K |
| Kestra Advisory Services, LLC | 0.00% | Add +21.9% | 38,019 | $823K |
| Benjamin Edwards Inc. | 0.01% | Reduce -3.4% | 33,305 | $721K |
| Vanguard Group Inc. | 0.00% | No change | 30,100 | $652K |
| Envestnet Asset Management Inc. | 0.00% | Add +4.2% | 26,504 | $574K |
| Graypoint LLC | 0.03% | Add +2.0% | 24,455 | $530K |
| MGB Wealth Management, LLC | 0.15% | Add +19.8% | 21,167 | $457K |
| World Investment Advisors | 0.01% | Add +2.3% | 21,034 | $456K |
| Farther Finance Advisors, LLC | 0.01% | New | 20,814 | $451K |
| Focus Partners Wealth | 0.00% | New | 19,238 | $417K |
| US Bancorp \de | 0.00% | No change | 18,288 | $396K |
| St Germain D J Co. Inc. | 0.02% | Add +57.0% | 18,105 | $392K |
| UBS Group AG | 0.00% | Reduce -13.4% | 17,448 | $378K |
| Kingsview Wealth Management, LLC | 0.01% | New | 15,306 | $332K |
| Commerce Bank | 0.00% | Reduce -64.5% | 15,256 | $330K |
| Stonebridge Capital Advisors LLC | 0.02% | No change | 13,300 | $288K |
| DAVENPORT & Co LLC | 0.00% | No change | 12,334 | $267K |
| Mayfair Advisory Group, LLC | 0.11% | No change | 10,983 | $223K |
| Comerica Bank | 0.00% | Add +76.4% | 10,232 | $222K |
| Consolidated Portfolio Review Corp | 0.03% | No change | 10,217 | $221K |
| Dumont & Blake Investment Advisors LLC | 0.06% | No change | 10,163 | $220K |
| Fiduciary Trust Co | 0.00% | No change | 9,986 | $216K |
| Sanctuary Advisors, LLC | 0.00% | No change | 9,862 | $214K |
| Montag A & Associates Inc. | 0.01% | Reduce -32.7% | 9,217 | $200K |
| Jones Financial Companies LLLP | 0.00% | Add +14.7% | 5,132 | $109K |
| Royal Bank of Canada | 0.00% | Reduce -1.3% | 4,057 | $88K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 3,000 | $65K |
| Whipplewood Advisors, LLC | 0.03% | Add +773.9% | 2,613 | $57K |
| Ameritas Advisory Services, LLC | 0.00% | New | 2,137 | $46K |
| Pittenger & Anderson Inc. | 0.00% | No change | 2,000 | $43K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,425 | $31K |
| GHP Investment Advisors, Inc. | 0.00% | Add +1.9% | 1,103 | $24K |
| Global Retirement Partners, LLC | 0.00% | — | 1,040 | $23K |
| Trust Co. of Vermont | 0.00% | No change | 888 | $19K |
| ORG Partners LLC | 0.00% | No change | 800 | $17K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 800 | $17K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 750 | $16K |
| Ulland Investment Advisors, LLC | 0.01% | No change | 750 | $16K |
| IFP Advisors, Inc | 0.00% | Reduce -94.9% | 500 | $11K |
| Fortis Group Advisors, LLC | 0.00% | No change | 425 | $9K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 328 | $7K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 320 | $7K |
| NewEdge Advisors, LLC | 0.00% | Reduce -99.2% | 200 | $4K |
"% of holder's portfolio" is MCI's weight in each manager's 13F, not the share of Barings Corporate Investors the manager owns.