BARINGS CORPORATE INVS (MCI)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
66
Reporting holders
$60.5M
Reported value
0.0%
Held as options
+9
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BHK Investment Advisors, LLC | $6.8M | 386,988 | 2.03% | 31q | +2.5%+$166.1K |
| Global Wealth Strategies & Associates | $5.3M | 299,749 | 1.00% | 6q | +4.5%+$227.0K |
| Curbstone Financial Management Corp | $5.1M | 287,734 | 0.86% | 31q | HELD |
| BARINGS LLC | $3.9M | 219,664 | 0.07% | 9q | HELD |
| Cetera Investment Advisers | $3.7M | 211,975 | 0.00% | 15q | +17.5%+$554.5K |
| Secure Asset Management, LLC | $3.7M | 208,965 | 0.51% | 9q | +4.0%+$142.5K |
| MORGAN STANLEY | $3.1M | 176,852 | 0.00% | 35q | HELD |
| Sky Investment Group LLC | $3.1M | 175,139 | 0.48% | 31q | +2.8%+$85.2K |
| Smith Asset Management Co., LLC | $3.0M | 169,554 | 2.34% | 7q | -1.9%-$59.1K |
| Beacon Pointe Advisors, LLC | $1.7M | 93,996 | 0.01% | 12q | +43.2%+$497.8K |
| TSP Capital Management Group, LLC | $1.5M | 86,732 | 0.36% | 31q | +5.4%+$78.1K |
| MML INVESTORS SERVICES, LLC | $1.5M | 86,548 | 0.00% | 13q | +23.8%+$292.6K |
| CALDWELL SUTTER CAPITAL, INC. | $1.5M | 83,984 | 0.56% | 15q | HELD |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | $1.2M | 68,100 | 0.07% | 5q | HELD |
| LPL Financial LLC | $1.1M | 63,324 | 0.00% | 9q | -40.2%-$749.0K |
| Kestra Advisory Services, LLC | $1.1M | 62,458 | 0.00% | 10q | +3.3%+$34.7K |
| Equitable Holdings, Inc. | $1.1M | 61,501 | 0.01% | 3q | +28.1%+$236.9K |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.0M | 58,908 | 0.00% | 31q | -3.3%-$35.8K |
| RAYMOND JAMES FINANCIAL INC | $974.9K | 55,520 | 0.00% | 7q | HELD |
| BENJAMIN EDWARDS INC | $737.7K | 42,011 | 0.01% | 8q | +26.6%+$154.8K |
| Future Financial Wealth Managment LLC | $737.4K | 44,370 | 0.46% | 23q | -5.6%-$44.1K |
| BANK OF AMERICA CORP /DE/ | $731.9K | 41,680 | 0.00% | 31q | -3.7%-$28.4K |
| World Investment Advisors | $715.0K | 41,476 | 0.01% | 8q | HELD |
| OSAIC HOLDINGS, INC. | $677.6K | 38,577 | 0.00% | 26q | -3.8%-$27.0K |
| Vanguard National Trust Co | $528.6K | 30,100 | 0.03% | 2q | HELD |
| Cerity Partners LLC | $465.4K | 26,505 | 0.00% | 3q | +2.3%+$10.5K |
| Jacobs Equity LLC | $452.6K | 25,776 | 0.31% | 3q | +22.6%+$83.4K |
| ENVESTNET ASSET MANAGEMENT INC | $413.3K | 23,539 | 0.00% | 21q | -5.0%-$21.7K |
| US BANCORP \DE\ | $321.1K | 18,288 | 0.00% | 15q | HELD |
| ST GERMAIN D J CO INC | $318.2K | 18,122 | 0.01% | 30q | HELD |
| Rockefeller Capital Management L.P. | $316.5K | 18,025 | 0.00% | 4q | +1.7%+$5.2K |
| Farther Finance Advisors, LLC | $310.8K | 17,697 | 0.00% | 5q | -3.8%-$12.4K |
| Focus Partners Wealth | $308.5K | 17,568 | 0.00% | 5q | -2.2%-$7.1K |
| UBS Group AG | $296.9K | 16,906 | 0.00% | 31q | -33.0%-$146.3K |
| JONES FINANCIAL COMPANIES LLLP | $289.1K | 16,598 | 0.00% | 8q | +6.3%+$17.2K |
| COMMERCE BANK | $267.9K | 15,256 | 0.00% | 11q | HELD |
| HUNTINGTON NATIONAL BANK | $237.1K | 13,500 | 0.00% | 31q | HELD |
| Stonebridge Capital Advisors LLC | $235.3K | 13,400 | 0.02% | 22q | +0.8%+$1.8K |
| Perigon Wealth Management, LLC | $216.7K | 12,340 | 0.00% | new | NEW |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $214.3K | 12,206 | 0.00% | new | NEW |
| JANE STREET GROUP, LLC | $205.8K | 11,718 | 0.00% | 2q | -65.1%-$383.1K |
| MILLENNIUM MANAGEMENT LLC | $198.3K | 11,292 | 0.00% | 2q | -6.1%-$12.9K |
| Mayfair Advisory Group, LLC | $181.8K | 10,983 | 0.05% | 8q | HELD |
| MONTAG A & ASSOCIATES INC | $144.3K | 8,217 | 0.01% | 23q | HELD |
| FIFTH THIRD BANCORP | $122.4K | 6,973 | 0.00% | 2q | HELD |
| WELLS FARGO & COMPANY/MN | $102.6K | 5,840 | 0.00% | 31q | -30.4%-$44.9K |
| Buck Wealth Strategies, LLC | $89.8K | 5,115 | 0.01% | new | NEW |
| ROYAL BANK OF CANADA | $84.0K | 4,764 | 0.00% | 31q | +6.4%+$5.0K |
| MERCER GLOBAL ADVISORS INC /ADV | $81.0K | 4,615 | 0.00% | new | NEW |
| Whipplewood Advisors, LLC | $64.8K | 3,690 | 0.04% | 7q | +40.3%+$18.6K |
| BOK Financial Private Wealth, Inc. | $49.6K | 2,825 | 0.00% | 11q | HELD |
| Thomas J. Herzfeld Advisors, Inc. | $36.5K | 2,081 | 0.01% | new | NEW |
| PITTENGER & ANDERSON INC | $35.1K | 2,000 | 0.00% | 31q | HELD |
| Steward Partners Investment Advisory, LLC | $21.1K | 1,200 | 0.00% | 24q | HELD |
| GHP Investment Advisors, Inc. | $20.9K | 1,193 | 0.00% | 6q | +2.2% |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | $18.8K | 1,072 | 0.01% | new | NEW |
| Global Retirement Partners, LLC | $18.3K | 1,040 | 0.00% | 17q | HELD |
| TRUST CO OF VERMONT | $15.6K | 888 | 0.00% | 16q | HELD |
| Glen Eagle Advisors, LLC | $14.0K | 800 | 0.00% | 27q | HELD |
| Fortis Group Advisors, LLC | $7.5K | 425 | 0.00% | 12q | HELD |
| PNC Financial Services Group, Inc. | $7.0K | 400 | 0.00% | new | NEW |
| Cambridge Investment Research Advisors, Inc. | $4.5K | 256,114 | 0.01% | 31q | +117.9%+$2.4K |
| Trust Co | $4.0K | 230 | 0.00% | new | NEW |
| NewEdge Advisors, LLC | $3.5K | 200 | 0.00% | new | NEW |
| Keating Financial Advisory Services, Inc. | $2.9K | 167 | 0.00% | 3q | -70.9%-$7.1K |
| ASSETMARK, INC | $2.0K | 114 | 0.00% | new | NEW |
| JFS WEALTH ADVISORS, LLC | $1.1K | 62 | 0.00% | new | NEW |
| Ulland Investment Advisors, LLC | $13 | 735 | 0.01% | 19q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 66 | $60.5M | 3,449,535 | 11 | 19 | 14 | 0.0% |
| Q1 2026 | 57 | $58.4M | 3,384,159 | 5 | 15 | 15 | 0.0% |
| Q4 2025 | 63 | $61.5M | 3,384,370 | 5 | 17 | 14 | 0.0% |
| Q3 2025 | 62 | $68.9M | 3,314,997 | 4 | 16 | 16 | 0.0% |
| Q2 2025 | 64 | $70.7M | 3,265,188 | 5 | 22 | 12 | 0.0% |
| Q1 2025 | 62 | $74.5M | 3,177,811 | 5 | 11 | 21 | 0.0% |
| Q4 2024 | 62 | $61.4M | 3,009,680 | 8 | 18 | 7 | 0.0% |
| Q3 2024 | 53 | $52.1M | 2,614,966 | 8 | 14 | 13 | 0.0% |
| Q2 2024 | 48 | $50.7M | 2,724,375 | 5 | 16 | 8 | 0.0% |
| Q1 2024 | 48 | $47.2M | 2,745,609 | 5 | 9 | 18 | 0.0% |
| Q4 2023 | 47 | $48.5M | 2,629,400 | 4 | 14 | 14 | 0.0% |
| Q3 2023 | 47 | $45.3M | 2,843,058 | 7 | 12 | 9 | 0.0% |
| Q2 2023 | 40 | $43.7M | 2,935,643 | 1 | 9 | 13 | 0.0% |
| Q1 2023 | 46 | $44.3M | 3,131,306 | 4 | 12 | 9 | 0.0% |
| Q4 2022 | 43 | $35.7M | 2,558,081 | 7 | 9 | 11 | 0.0% |
| Q3 2022 | 50 | $46.7M | 3,597,717 | 3 | 11 | 10 | 0.0% |
| Q2 2022 | 49 | $48.0M | 3,568,464 | 3 | 11 | 16 | 0.0% |
| Q1 2022 | 50 | $53.8M | 3,532,815 | 5 | 11 | 15 | 0.0% |
| Q4 2021 | 47 | $56.0M | 3,505,849 | 3 | 13 | 10 | 0.0% |
| Q3 2021 | 45 | $52.4M | 3,370,330 | 3 | 13 | 11 | 0.0% |
| Q2 2021 | 44 | $51.0M | 3,359,354 | 1 | 18 | 13 | 0.0% |
| Q1 2021 | 50 | $46.9M | 3,385,845 | 5 | 16 | 14 | 0.0% |
| Q4 2020 | 50 | $43.2M | 3,274,568 | 5 | 10 | 15 | 0.0% |
| Q3 2020 | 46 | $38.1M | 3,051,224 | 1 | 12 | 16 | 0.0% |
| Q2 2020 | 48 | $39.7M | 2,953,913 | 1 | 17 | 12 | 0.0% |
| Q1 2020 | 50 | $33.4M | 2,877,706 | 5 | 11 | 13 | 0.0% |
| Q4 2019 | 49 | $47.5M | 2,818,414 | 4 | 11 | 14 | 0.0% |
| Q3 2019 | 46 | $45.0M | 2,672,672 | 3 | 12 | 12 | 0.0% |
| Q2 2019 | 46 | $42.7M | 2,728,272 | 5 | 14 | 10 | 0.0% |
| Q1 2019 | 45 | $35.5M | 2,294,106 | 2 | 14 | 10 | 0.0% |
| Q4 2018 | 49 | $32.3M | 2,196,614 | 2 | 0 | 2 | 0.0% |