Who Holds Barings Corporate Investors (MCI)? 65 Institutional Holders, Q2 2026
Managers with more than $100 million in US equities report their holdings on Form 13F within 45 days of each quarter end. Quarter ended 30 Jun 2026: 65 holders, $57 million in total.
Largest holders
The 65 largest by value. Change in shares against Q1 2026.
| Manager | Shares | Value | Change | |
|---|---|---|---|---|
| BHK Investment Advisors, LLC | 386,988 | $7 million | +3% | 13F |
| Global Wealth Strategies & Associates | 299,749 | $5 million | +5% | 13F |
| Curbstone Financial Management Corp | 287,734 | $5 million | 0% | 13F |
| BARINGS LLC | 219,664 | $4 million | +0% | 13F |
| Cetera Investment Advisers | 211,975 | $4 million | +18% | 13F |
| Secure Asset Management, LLC | 208,965 | $4 million | +4% | 13F |
| MORGAN STANLEY | 176,852 | $3 million | 0% | 13F |
| Smith Asset Management Co., LLC | 169,554 | $3 million | -2% | 13F |
| Beacon Pointe Advisors, LLC | 93,996 | $2 million | +43% | 13F |
| TSP Capital Management Group, LLC | 86,732 | $2 million | New | 13F |
| MML INVESTORS SERVICES, LLC | 86,548 | $2 million | +24% | 13F |
| CALDWELL SUTTER CAPITAL, INC. | 83,984 | $1 million | +0% | 13F |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 68,100 | $1 million | +0% | 13F |
| LPL Financial LLC | 63,324 | $1 million | -40% | 13F |
| Kestra Advisory Services, LLC | 62,458 | $1 million | +3% | 13F |
| Equitable Holdings, Inc. | 61,501 | $1 million | +28% | 13F |
| COMMONWEALTH EQUITY SERVICES, LLC | 58,908 | $1 million | -3% | 13F |
| RAYMOND JAMES FINANCIAL INC | 55,520 | $974,933 | +0% | 13F |
| BENJAMIN EDWARDS INC | 42,011 | $737,718 | +27% | 13F |
| Future Financial Wealth Managment LLC | 44,370 | $737,429 | -6% | 13F |
| BANK OF AMERICA CORP /DE/ | 41,680 | $731,902 | -4% | 13F |
| World Investment Advisors | 41,476 | $715,044 | +0% | 13F |
| OSAIC HOLDINGS, INC. | 38,577 | $677,557 | -4% | 13F |
| Vanguard National Trust Co | 30,100 | $528,556 | +0% | 13F |
| Cerity Partners LLC | 26,505 | $465,430 | +2% | 13F |
| Jacobs Equity LLC | 25,776 | $452,627 | +23% | 13F |
| ENVESTNET ASSET MANAGEMENT INC | 23,539 | $413,340 | -5% | 13F |
| US BANCORP \DE\ | 18,288 | $321,137 | +0% | 13F |
| ST GERMAIN D J CO INC | 18,122 | $318,224 | +0% | 13F |
| Rockefeller Capital Management L.P. | 18,025 | $316,531 | +2% | 13F |
| Farther Finance Advisors, LLC | 17,697 | $310,752 | -4% | 13F |
| Focus Partners Wealth | 17,568 | $308,510 | -2% | 13F |
| UBS Group AG | 16,906 | $296,869 | -33% | 13F |
| JONES FINANCIAL COMPANIES LLLP | 16,598 | $289,133 | +6% | 13F |
| COMMERCE BANK | 15,256 | $267,895 | +0% | 13F |
| Stonebridge Capital Advisors LLC | 13,400 | $235,304 | +1% | 13F |
| Perigon Wealth Management, LLC | 12,340 | $216,690 | New | 13F |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 12,206 | $214,337 | New | 13F |
| JANE STREET GROUP, LLC | 11,718 | $205,768 | -65% | 13F |
| MILLENNIUM MANAGEMENT LLC | 11,292 | $198,288 | -6% | 13F |
| Mayfair Advisory Group, LLC | 10,983 | $181,769 | +0% | 13F |
| MONTAG A & ASSOCIATES INC | 8,217 | $144,291 | +0% | 13F |
| FIFTH THIRD BANCORP | 6,973 | $122,446 | +0% | 13F |
| WELLS FARGO & COMPANY/MN | 5,840 | $102,557 | +39% | 13F |
| Buck Wealth Strategies, LLC | 5,115 | $89,825 | New | 13F |
| ROYAL BANK OF CANADA | 4,764 | $84,000 | +6% | 13F |
| Whipplewood Advisors, LLC | 3,690 | $64,796 | +40% | 13F |
| BOK Financial Private Wealth, Inc. | 2,825 | $49,607 | +0% | 13F |
| Thomas J. Herzfeld Advisors, Inc. | 2,081 | $36,542 | New | 13F |
| PITTENGER & ANDERSON INC | 2,000 | $35,120 | +0% | 13F |
| Steward Partners Investment Advisory, LLC | 1,200 | $21,072 | +0% | 13F |
| GHP Investment Advisors, Inc. | 1,193 | $20,947 | +2% | 13F |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 1,072 | $18,828 | New | 13F |
| Global Retirement Partners, LLC | 1,040 | $18,262 | New | 13F |
| TRUST CO OF VERMONT | 888 | $15,593 | New | 13F |
| Glen Eagle Advisors, LLC | 800 | $14,048 | +0% | 13F |
| Fortis Group Advisors, LLC | 425 | $7,463 | +0% | 13F |
| PNC Financial Services Group, Inc. | 400 | $7,024 | New | 13F |
| Trust Co | 230 | $4,039 | New | 13F |
| NewEdge Advisors, LLC | 200 | $3,512 | +0% | 13F |
| Keating Financial Advisory Services, Inc. | 167 | $2,926 | -71% | 13F |
| Cambridge Investment Research Advisors, Inc. | 128,057 | $2,249 | +9% | 13F |
| ASSETMARK, INC | 114 | $2,002 | New | 13F |
| JFS WEALTH ADVISORS, LLC | 62 | $1,089 | New | 13F |
| Ulland Investment Advisors, LLC | 735 | $13 | +0% | 13F |
Questions and answers
- How many institutions hold Barings Corporate Investors?
- 65 managers reported Barings Corporate Investors on Form 13F for the quarter ended 30 June 2026, against 58 the quarter before.
- Who is the largest institutional holder of Barings Corporate Investors?
- BHK Investment Advisors, LLC, with 386,988 shares worth $7 million on its 13F for Q2 2026.
- How many institutions bought or sold out of Barings Corporate Investors in Q2 2026?
- 12 managers reported a new position and 5 reported none after holding it the quarter before.
Source: SEC EDGAR, Form 13F (public domain). Counts and values as filed. Cite this page: Tamarly Intelligence, "Who holds Barings Corporate Investors, Q2 2026", https://app.tamarly.ai/holders/barings-corporate-investors, built from SEC EDGAR.
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