BARINGS CORPORATE INVESTORS - MCI
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 11 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BHK Investment Advisors, LLC | History | Added to | 370,663 | 6,727 | 2.21% | 2.8% | 1 | +9,246 | 2.56% | Q4 2025 | Feb 03, 2026 |
| Curbstone Financial Management Corp | History | Reduced | 294,084 | 5,337 | 1.02% | 1.18% | 2 | -450 | -0.15% | Q4 2025 | Jan 23, 2026 |
| Global Wealth Strategies & Associates | History | Added to | 246,111 | 4,466 | 1.11% | 1.23% | 3 | +15,489 | 6.72% | Q4 2025 | Jan 02, 2026 |
| Invesco Ltd. | History | Reduced | 226,932 | 4,118 | 0.0% | 0.0% | 4 | -17,878 | -7.3% | Q4 2025 | Feb 19, 2026 |
| BARINGS LLC | History | No change | 219,664 | 3,986 | 0.07% | 0.09% | 5 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| MORGAN STANLEY | History | Reduced | 181,313 | 3,290 | 0.0% | 0.0% | 6 | -3,624 | -1.96% | Q4 2025 | Feb 13, 2026 |
| Smith Asset Management Co., LLC | History | Reduced | 176,145 | 3,197 | 2.64% | 3.25% | 7 | -7,489 | -4.08% | Q4 2025 | Feb 19, 2026 |
| Sky Investment Group LLC | History | Reduced | 168,789 | 3,063 | 0.51% | 0.59% | 8 | -900 | -0.53% | Q4 2025 | Jan 14, 2026 |
| LPL Financial LLC | History | Added to | 123,931 | 2,249 | 0.0% | 0.0% | 9 | +1,599 | 1.31% | Q4 2025 | Feb 11, 2026 |
| Secure Asset Management, LLC | History | Reduced | 118,938 | 2,158 | 0.34% | 0.47% | 10 | -18,117 | -13.22% | Q4 2025 | Jan 20, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 114,990 | 2,087 | 0.0% | 0.01% | 11 | -2,094 | -1.79% | Q4 2025 | Feb 11, 2026 |
| Cetera Investment Advisers | History | Reduced | 89,853 | 1,630 | 0.0% | 0.0% | 12 | -2,754 | -2.97% | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 87,434 | 1,587 | 0.0% | 0.0% | 13 | +649 | 0.75% | Q4 2025 | Feb 05, 2026 |
| TSP Capital Management Group, LLC | History | Reduced | 85,435 | 1,550 | 0.38% | 0.48% | 14 | -172 | -0.2% | Q4 2025 | Jan 21, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | Reduced | 83,984 | 1,524 | 0.65% | 0.75% | 15 | -630 | -0.74% | Q4 2025 | Jan 30, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 75,257 | 1,365 | 0.0% | 0.0% | 16 | -3,583 | -4.54% | Q4 2025 | Feb 13, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | No change | 68,100 | 1,236 | 0.08% | 0.09% | 17 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 62,805 | 1,139 | 0.0% | 0.0% | 18 | +77 | 0.12% | Q4 2025 | Feb 12, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 60,670 | 1,101 | 0.01% | 0.01% | 19 | +5,875 | 10.72% | Q4 2025 | Feb 18, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 54,762 | 993 | 0.0% | 0.0% | 20 | -3,294 | -5.67% | Q4 2025 | Feb 18, 2026 |
| Future Financial Wealth Managment LLC | History | Reduced | 46,832 | 955 | 0.64% | 0.63% | 21 | -1,364 | -2.83% | Q4 2025 | Jan 21, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 50,553 | 917 | 0.0% | 0.0% | 22 | +5,776 | 12.9% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 43,715 | 793 | 0.0% | 0.0% | 23 | +577 | 1.34% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 43,352 | 787 | 0.0% | 0.0% | 24 | +4,205 | 10.74% | Q4 2025 | Feb 17, 2026 |
| World Investment Advisors | History | Added to | 40,606 | 737 | 0.01% | 0.02% | 25 | +838 | 2.11% | Q4 2025 | Mar 12, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 33,140 | 601 | 0.01% | 0.01% | 26 | +147 | 0.45% | Q4 2025 | Feb 02, 2026 |
| Equitable Holdings, Inc. | History | New | 30,189 | 547 | 0.0% | — | 27 | +30,189 | New | Q4 2025 | Feb 17, 2026 |
| VANGUARD GROUP INC | History | No change | 30,100 | 546 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 29,288 | 531 | 0.0% | 0.0% | 29 | +1,087 | 3.85% | Q4 2025 | Feb 10, 2026 |
| Cerity Partners LLC | History | New | 25,387 | 460 | 0.0% | — | 30 | +25,387 | New | Q4 2025 | Feb 11, 2026 |
| MGB Wealth Management, LLC | History | Added to | 24,291 | 442 | 0.13% | 0.14% | 31 | +1,097 | 4.73% | Q4 2025 | Feb 17, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 22,447 | 407 | 0.0% | 0.01% | 32 | +222 | 1.0% | Q4 2025 | Jan 23, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 22,392 | 406 | 0.0% | 0.0% | 33 | +17,394 | 348.02% | Q4 2025 | Mar 16, 2026 |
| Jacobs Equity LLC | History | New | 21,028 | 381 | 0.37% | — | 34 | +21,028 | New | Q4 2025 | Feb 19, 2026 |
| Uptown Financial Advisors LLC | History | New | 20,594 | 373 | 0.27% | — | 35 | +20,594 | New | Q4 2025 | Jan 23, 2026 |
| Focus Partners Wealth | History | Reduced | 18,713 | 339 | 0.0% | 0.0% | 36 | -17,010 | -47.62% | Q4 2025 | Feb 13, 2026 |
| US BANCORP \DE\ | History | No change | 18,288 | 331 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| ST GERMAIN D J CO INC | History | Added to | 18,113 | 328 | 0.01% | 0.02% | 38 | +4 | 0.02% | Q4 2025 | Jan 29, 2026 |
| UBS Group AG | History | Reduced | 17,204 | 312 | 0.0% | 0.0% | 39 | -88 | -0.51% | Q4 2025 | Jan 29, 2026 |
| COMMERCE BANK | History | No change | 15,256 | 276 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 13,500 | 245 | 0.0% | 0.0% | 41 | +1,600 | 13.45% | Q4 2025 | Feb 09, 2026 |
| Stonebridge Capital Advisors LLC | History | No change | 13,300 | 241 | 0.02% | 0.02% | 42 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Mayfair Advisory Group, LLC | History | No change | 10,983 | 203 | 0.08% | 0.1% | 43 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Kovack Advisors, Inc. | History | New | 11,120 | 201 | 0.01% | — | 44 | +11,120 | New | Q4 2025 | Feb 17, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 10,334 | 187 | 0.0% | 0.0% | 45 | -2,000 | -16.22% | Q4 2025 | Jan 12, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 9,217 | 170 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 9,108 | 165 | 0.0% | 0.0% | 47 | +4,113 | 82.34% | Q4 2025 | Feb 17, 2026 |
| COMERICA BANK | History | No change | 6,973 | 126 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| ROYAL BANK OF CANADA | History | New | 4,750 | 86 | 0.0% | — | 49 | +4,750 | New | Q4 2025 | Feb 17, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 2,825 | 52 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Whipplewood Advisors, LLC | History | Added to | 2,630 | 47 | 0.03% | 0.03% | 51 | +166 | 6.74% | Q4 2025 | Feb 17, 2026 |
| PITTENGER & ANDERSON INC | History | No change | 2,000 | 36 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 1,325 | 24 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 1,200 | 21 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| GHP Investment Advisors, Inc. | History | Added to | 1,144 | 20 | 0.0% | 0.0% | 55 | +21 | 1.87% | Q4 2025 | Jan 27, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,040 | 18 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| TRUST CO OF VERMONT | History | No change | 888 | 16 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 778 | 14 | 0.0% | 0.0% | 58 | +15 | 1.97% | Q4 2025 | Feb 12, 2026 |
| ORG Partners LLC | History | No change | 800 | 14 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 800 | 14 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Ulland Investment Advisors, LLC | History | No change | 735 | 13 | 0.01% | 0.01% | 61 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 561 | 10 | 0.0% | — | 62 | +561 | New | Q4 2025 | Feb 09, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 550 | 9 | 0.0% | — | 63 | +550 | New | Q4 2025 | Feb 17, 2026 |
| Fortis Group Advisors, LLC | History | No change | 425 | 7 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 320 | 5 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| NewEdge Advisors, LLC | History | No change | 200 | 3 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| QTR Family Wealth, LLC | History | Closed out | 0 | 0 | — | 0.35% | — | -36,000 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Virtu Financial LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -14,978 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -12,476 | -100.0% | Q3 2025 | Nov 14, 2025 |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -10,143 | -100.0% | Q3 2025 | Oct 17, 2025 |
| FIDUCIARY TRUST CO | History | Closed out | 0 | 0 | — | 0.0% | — | -9,986 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Sanctuary Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,862 | -100.0% | Q3 2025 | Jan 13, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,394 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,176 | -100.0% | Q3 2025 | Nov 06, 2025 |
| WELLS FARGO & COMPANY/MN | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q3 2025 | Nov 13, 2025 |