Barings Corporate InvestorsMCI
13F holders, Q3 2025 (September 30)66holders +1
7new positions
5sold out
$20.77avg. 13F price*
At the end of Q3 2025, 66 institutions reported holding Barings Corporate Investors (MCI) in their 13F filings, up 1 from Q2 2025. 7 opened new positions and 5 sold out. The largest holders were BHK Investment Advisors, LLC ($7.5M), Curbstone Financial Management Corp ($6.1M) and Invesco Ltd. ($5.1M).
- Company
- Barings Corporate Investors
- CUSIP
- 06759X107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $3.3M |
| Exits | 5 | $1.5M |
All 13F filers, Q2 2025 → Q3 2025: 314,070 shares bought and 147,029 shares sold, net +167,041 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 66 holders
| BHK Investment Advisors, LLC | 2.80% | Reduce -0.2% | 361,417 | $7.5M |
| Curbstone Financial Management Corp | 1.18% | Reduce -1.1% | 294,534 | $6.1M |
| Invesco Ltd. | 0.00% | Add +2.9% | 244,810 | $5.1M |
| Global Wealth Strategies & Associates | 1.23% | Add +2.0% | 230,622 | $4.8M |
| Barings LLC | 0.09% | No change | 219,664 | $4.6M |
| Morgan Stanley | 0.00% | Reduce -2.4% | 184,937 | $3.8M |
| Smith Asset Management Co., LLC | 3.25% | Reduce -2.1% | 183,634 | $3.8M |
| Secure Asset Management, LLC | 0.47% | Reduce -22.5% | 137,055 | $2.9M |
| LPL Financial LLC | 0.00% | Add +105.7% | 122,332 | $2.5M |
| Janney Montgomery Scott LLC | 0.01% | Add +13.0% | 117,084 | $2.4M |
| Cetera Investment Advisers | 0.00% | Reduce -8.1% | 92,607 | $1.9M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +2.4% | 86,785 | $1.8M |
| TSP Capital Management Group, LLC | 0.48% | New | 85,607 | $1.8M |
| Caldwell Sutter Capital, Inc. | 0.75% | No change | 84,614 | $1.8M |
| MML Investors Services, LLC | 0.00% | Add +5.5% | 78,840 | $1.6M |
| Patriot Investment Management Group, Inc. | 0.09% | No change | 68,100 | $1.4M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -9.2% | 62,728 | $1.3M |
| Raymond James Financial Inc. | 0.00% | Reduce -1.3% | 58,056 | $1.2M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +20.8% | 54,795 | $1.1M |
| Future Financial Wealth Managment LLC | 0.63% | Add +0.3% | 48,196 | $1.0M |
| Kestra Advisory Services, LLC | 0.00% | Add +17.8% | 44,777 | $930K |
| Bank of America Corp. | 0.00% | Add +12.6% | 43,138 | $896K |
| World Investment Advisors | 0.02% | Add +89.1% | 39,768 | $826K |
| Osaic Holdings, Inc. | 0.00% | Reduce -10.6% | 39,147 | $825K |
| Focus Partners Wealth | 0.00% | Add +85.7% | 35,723 | $756K |
| QTR Family Wealth, LLC | 0.35% | New | 36,000 | $747K |
| Benjamin Edwards Inc. | 0.01% | Reduce -0.9% | 32,993 | $685K |
| Vanguard Group Inc. | 0.00% | No change | 30,100 | $625K |
| Envestnet Asset Management Inc. | 0.00% | Add +6.4% | 28,201 | $585K |
| MGB Wealth Management, LLC | 0.14% | Add +9.6% | 23,194 | $481K |
| Farther Finance Advisors, LLC | 0.01% | Add +6.8% | 22,225 | $461K |
| US Bancorp \de | 0.00% | No change | 18,288 | $380K |
| St Germain D J Co. Inc. | 0.01% | Add +0.0% | 18,109 | $376K |
| UBS Group AG | 0.00% | Reduce -0.9% | 17,292 | $359K |
| Commerce Bank | 0.00% | No change | 15,256 | $317K |
| Virtu Financial LLC | 0.02% | New | 14,978 | $311K |
| Stonebridge Capital Advisors LLC | 0.02% | No change | 13,300 | $276K |
| Susquehanna International Group, LLP | 0.00% | New | 12,476 | $259K |
| DAVENPORT & Co LLC | 0.00% | No change | 12,334 | $256K |
| Mayfair Advisory Group, LLC | 0.10% | No change | 10,983 | $228K |
| Dumont & Blake Investment Advisors LLC | 0.05% | Reduce -0.2% | 10,143 | $211K |
| Fiduciary Trust Co | 0.00% | No change | 9,986 | $207K |
| Sanctuary Advisors, LLC | 0.00% | No change | 9,862 | $205K |
| Montag A & Associates Inc. | 0.01% | No change | 9,217 | $191K |
| Comerica Bank | 0.00% | Reduce -31.9% | 6,973 | $145K |
| Rockefeller Capital Management L.P. | 0.00% | New | 4,998 | $104K |
| Jones Financial Companies LLLP | 0.00% | Reduce -2.7% | 4,995 | $104K |
| Royal Bank of Canada | 0.00% | Add +16.6% | 4,730 | $98K |
| BOK Financial Private Wealth, Inc. | 0.00% | Reduce -5.8% | 2,825 | $59K |
| Whipplewood Advisors, LLC | 0.03% | Reduce -5.7% | 2,464 | $51K |
| Advisory Services Network, LLC | 0.00% | New | 2,394 | $50K |
| Ameritas Advisory Services, LLC | 0.00% | Add +1.8% | 2,176 | $45K |
| Pittenger & Anderson Inc. | 0.00% | No change | 2,000 | $42K |
| Hantz Financial Services, Inc. | 0.00% | New | 1,325 | $28K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -15.8% | 1,200 | $25K |
| GHP Investment Advisors, Inc. | 0.00% | Add +1.8% | 1,123 | $23K |
| Global Retirement Partners, LLC | 0.00% | No change | 1,040 | $22K |
| Trust Co. of Vermont | 0.00% | No change | 888 | $18K |
| 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% | Add +1.7% | 763 | $16K |
| Ulland Investment Advisors, LLC | 0.01% | Reduce -2.0% | 735 | $15K |
| Fortis Group Advisors, LLC | 0.00% | No change | 425 | $9K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 320 | $7K |
| NewEdge Advisors, LLC | 0.00% | No change | 200 | $4K |
| Wells Fargo & Company | 0.00% | Add +0.0% | 100 | $2K |
"% of holder's portfolio" is MCI's weight in each manager's 13F, not the share of Barings Corporate Investors the manager owns.