Barings Corporate InvestorsMCI

13F holders, Q1 2026 (March 31)
58holders −5
5new positions
5sold out
1famous investor
$17.27avg. 13F price*

At the end of Q1 2026, 58 institutions reported holding Barings Corporate Investors (MCI) in their 13F filings, down 5 from Q4 2025. 5 opened new positions and 5 sold out. The largest holders were BHK Investment Advisors, LLC ($6.5M), Curbstone Financial Management Corp ($5.0M) and Global Wealth Strategies & Associates ($4.9M). 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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions5$1.3M
Exits5$6.8M

All 13F filers, Q4 2025 → Q1 2026: 376,725 shares bought and 430,061 shares sold, net −53,336 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 58 holders

BHK Investment Advisors, LLC 2.18% Add +1.9% 377,530 $6.5M
Curbstone Financial Management Corp 0.95% Reduce -1.7% 289,134 $5.0M
Global Wealth Strategies & Associates 1.22% Add +16.5% 286,823 $4.9M
Barings LLC 0.06% No change 219,664 $3.8M
Secure Asset Management, LLC 0.55% Add +68.9% 200,848 $3.5M
Cetera Investment Advisers 0.00% Add +100.8% 180,395 $3.1M
Morgan Stanley 0.00% Reduce -2.1% 177,539 $3.1M
Smith Asset Management Co., LLC 2.56% Reduce -1.8% 172,921 $3.0M
Cambridge Investment Research Advisors, Inc. 0.01% Add +34.4% 117,514 $2.0M
LPL Financial LLC 0.00% Reduce -14.5% 105,976 $1.8M
Caldwell Sutter Capital, Inc. 0.59% No change 83,984 $1.4M
MML Investors Services, LLC 0.00% Reduce -7.1% 69,886 $1.2M
Patriot Investment Management Group, Inc. 0.07% No change 68,100 $1.2M
Beacon Pointe Advisors, LLC 0.01% Add +8.2% 65,649 $1.1M
Commonwealth Equity Services, LLC 0.00% Reduce -3.0% 60,949 $1.1M
Kestra Advisory Services, LLC 0.00% Add +19.6% 60,482 $1.0M
Raymond James Financial Inc. 0.00% Add +1.4% 55,516 $957K
Equitable Holdings, Inc. 0.01% Add +59.0% 48,009 $871K
Future Financial Wealth Managment LLC 0.54% Add +0.4% 47,021 $844K
Bank of America Corp. 0.00% Reduce -1.0% 43,297 $746K
World Investment Advisors 0.01% Add +2.1% 41,476 $715K
Osaic Holdings, Inc. 0.00% Reduce -7.5% 40,112 $692K
Jane Street Group, LLC 0.00% New 33,534 $578K
Benjamin Edwards Inc. 0.01% Add +0.2% 33,195 $572K
Vanguard National Trust Co 0.03% — 30,100 $519K
Cerity Partners LLC 0.00% Add +2.0% 25,908 $447K
UBS Group AG 0.00% Add +46.7% 25,237 $435K
Envestnet Asset Management Inc. 0.00% Reduce -15.4% 24,772 $427K
Jacobs Equity LLC 0.32% No change 21,028 $363K
Farther Finance Advisors, LLC 0.00% Reduce -18.0% 18,402 $327K
US Bancorp \de 0.00% No change 18,288 $315K
St Germain D J Co. Inc. 0.01% Add +0.0% 18,117 $312K
Focus Partners Wealth 0.00% Reduce -4.0% 17,972 $310K
Goldman Sachs Group Inc. 0.00% New 17,800 $307K
Rockefeller Capital Management L.P. 0.00% Reduce -20.8% 17,728 $306K
Jones Financial Companies LLLP 0.00% Add +71.4% 15,608 $275K
Commerce Bank 0.00% No change 15,256 $263K
Stonebridge Capital Advisors LLC 0.02% No change 13,300 $229K
Millennium Management 0.00% New 12,026 $207K
Kovack Advisors, Inc. 0.01% No change 11,120 $198K
Mayfair Advisory Group, LLC 0.07% No change 10,983 $189K
Montag A & Associates Inc. 0.01% Reduce -10.8% 8,217 $142K
Fifth Third Bancorp 0.00% New 6,973 $120K
Royal Bank of Canada 0.00% Reduce -5.7% 4,479 $77K
Wells Fargo & Company 0.00% Add +0.0% 4,198 $72K
BOK Financial Private Wealth, Inc. 0.00% No change 2,825 $49K
Whipplewood Advisors, LLC 0.02% No change 2,630 $45K
Advisory Services Network, LLC 0.00% New 2,394 $41K
Pittenger & Anderson Inc. 0.00% No change 2,000 $34K
Steward Partners Investment Advisory, LLC 0.00% No change 1,200 $21K
GHP Investment Advisors, Inc. 0.00% Add +2.0% 1,167 $20K
Glen Eagle Advisors, LLC 0.00% No change 800 $14K
Ulland Investment Advisors, LLC 0.01% No change 735 $13K
Hantz Financial Services, Inc. 0.00% Reduce -48.0% 689 $12K
Keating Financial Advisory Services, Inc. 0.00% Add +2.1% 573 $10K
Fortis Group Advisors, LLC 0.00% No change 425 $7K
Rosenberg Matthew Hamilton 0.00% No change 320 $6K
NewEdge Advisors, LLC 0.00% No change 200 $3K

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