Security key
06759X107
- Type / Class
- Equity / COM
- Total 13F shares
- 3,588,769
- Share change
- +80,580
- Total reported value
- $74,537,552
- Price per share
- $20.76
- Number of holders
- 68
- Value change
- +$1,534,987
- Number of buys
- 28
- Number of sells
- 25
Report period
Q3 2025
Institutions
68
Top holders
10
MCI full security history
Newer quarter: Q4 2025
Previous quarter: Q2 2025
BARINGS CORPORATE INVESTORS SEC filings
Broader feeds
Reporting periods
Holder history for CUSIP 06759X107
Recent filing periods:
Top shareholders of MCI - BARINGS CORPORATE INVESTORS - COM (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| BHK Investment Advisors, LLC |
13F
|
Company |
—
class O/S missing
|
362,189
|
$7,845,010 | — | 30 Jun 2025 | |
| Curbstone Financial Management Corp |
13F
|
Company |
—
class O/S missing
|
297,728
|
$6,448,788 | — | 30 Jun 2025 | |
| Invesco Ltd. |
13F
|
Company |
—
class O/S missing
|
237,886
|
$5,152,611 | — | 30 Jun 2025 | |
| Global Wealth Strategies & Associates |
13F
|
Company |
—
class O/S missing
|
226,071
|
$4,896,698 | — | 30 Jun 2025 | |
| BARINGS LLC |
13F
|
Company |
—
class O/S missing
|
219,664
|
$4,757,922 | — | 30 Jun 2025 | |
| MORGAN STANLEY |
13F
|
Company |
—
class O/S missing
|
189,547
|
$4,105,611 | — | 30 Jun 2025 | |
| Smith Asset Management Co., LLC |
13F
|
Company |
—
class O/S missing
|
187,604
|
$4,063,547 | — | 30 Jun 2025 | |
| Secure Asset Management, LLC |
13F
|
Company |
—
class O/S missing
|
176,900
|
$3,831,662 | — | 30 Jun 2025 | |
| Janney Montgomery Scott LLC |
13F
|
Company |
—
class O/S missing
|
103,609
|
$2,244,000 | — | 30 Jun 2025 | |
| Cetera Investment Advisers |
13F
|
Company |
—
class O/S missing
|
100,753
|
$2,182,303 | — | 30 Jun 2025 | |
| Cambridge Investment Research Advisors, Inc. |
13F
|
Company |
—
class O/S missing
|
84,735
|
$1,835,000 | — | 30 Jun 2025 | |
| CALDWELL SUTTER CAPITAL, INC. |
13F
|
Company |
—
class O/S missing
|
84,614
|
$1,832,739 | — | 30 Jun 2025 | |
| MML INVESTORS SERVICES, LLC |
13F
|
Company |
—
class O/S missing
|
74,745
|
$1,619,000 | — | 30 Jun 2025 | |
| COMMONWEALTH EQUITY SERVICES, LLC |
13F
|
Company |
—
class O/S missing
|
69,093
|
$1,497,000 | — | 30 Jun 2025 | |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. |
13F
|
Company |
—
class O/S missing
|
68,100
|
$1,475,046 | — | 30 Jun 2025 | |
| Atria Wealth Solutions, Inc. |
13F
|
Company |
—
class O/S missing
|
61,418
|
$1,330,314 | — | 30 Jun 2025 | |
| Chicares Elizabeth Ward |
3/4/5
|
Adviser Board Member |
—
class O/S missing
|
63,695
|
$1,313,392 | — | 26 Dec 2024 | |
| LPL Financial LLC |
13F
|
Company |
—
class O/S missing
|
59,483
|
$1,288,395 | — | 30 Jun 2025 | |
| RAYMOND JAMES FINANCIAL INC |
13F
|
Company |
—
class O/S missing
|
58,794
|
$1,273,467 | — | 30 Jun 2025 | |
| Future Financial Wealth Managment LLC |
13F
|
Company |
—
class O/S missing
|
48,045
|
$1,040,655 | — | 30 Jun 2025 | |
| Beacon Pointe Advisors, LLC |
13F
|
Company |
—
class O/S missing
|
45,377
|
$982,866 | — | 30 Jun 2025 | |
| Round Rock Advisors LLC |
13F
|
Company |
—
class O/S missing
|
43,966
|
$952,304 | — | 30 Jun 2025 | |
| OSAIC HOLDINGS, INC. |
13F
|
Company |
—
class O/S missing
|
43,771
|
$948,362 | — | 30 Jun 2025 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
—
class O/S missing
|
38,320
|
$830,014 | — | 30 Jun 2025 | |
| Kestra Advisory Services, LLC |
13F
|
Company |
—
class O/S missing
|
38,019
|
$823,486 | — | 30 Jun 2025 | |
| BENJAMIN EDWARDS INC |
13F
|
Company |
—
class O/S missing
|
33,305
|
$721,399 | — | 30 Jun 2025 | |
| VANGUARD GROUP INC |
13F
|
Company |
—
class O/S missing
|
30,100
|
$651,966 | — | 30 Jun 2025 | |
| ENVESTNET ASSET MANAGEMENT INC |
13F
|
Company |
—
class O/S missing
|
26,504
|
$574,076 | — | 30 Jun 2025 | |
| Graypoint LLC |
13F
|
Company |
—
class O/S missing
|
24,455
|
$529,702 | — | 30 Jun 2025 | |
| MGB Wealth Management, LLC |
13F
|
Company |
—
class O/S missing
|
21,167
|
$457,482 | — | 30 Jun 2025 | |
| World Investment Advisors |
13F
|
Company |
—
class O/S missing
|
21,034
|
$455,598 | — | 30 Jun 2025 | |
| Farther Finance Advisors, LLC |
13F
|
Company |
—
class O/S missing
|
20,814
|
$450,822 | — | 30 Jun 2025 | |
| Focus Partners Wealth |
13F
|
Company |
—
class O/S missing
|
19,238
|
$416,703 | — | 30 Jun 2025 | |
| US BANCORP \DE\ |
13F
|
Company |
—
class O/S missing
|
18,288
|
$396,118 | — | 30 Jun 2025 | |
| ST GERMAIN D J CO INC |
13F
|
Company |
—
class O/S missing
|
18,105
|
$392,151 | — | 30 Jun 2025 | |
| UBS Group AG |
13F
|
Company |
—
class O/S missing
|
17,448
|
$377,924 | — | 30 Jun 2025 | |
| Kingsview Wealth Management, LLC |
13F
|
Company |
—
class O/S missing
|
15,306
|
$331,528 | — | 30 Jun 2025 | |
| COMMERCE BANK |
13F
|
Company |
—
class O/S missing
|
15,256
|
$330,444 | — | 30 Jun 2025 | |
| Stonebridge Capital Advisors LLC |
13F
|
Company |
—
class O/S missing
|
13,300
|
$288,078 | — | 30 Jun 2025 | |
| M. Timothy Corbett |
3/4/5
|
Adviser Board Member |
—
class O/S missing
|
15,344
|
$272,821 | — | 23 Mar 2023 | |
| DAVENPORT & Co LLC |
13F
|
Company |
—
class O/S missing
|
12,334
|
$267,154 | — | 30 Jun 2025 | |
| Edward P. Grace III |
3/4/5
|
Trustee |
—
class O/S missing
|
10,000
|
$225,201 | — | 01 Apr 2025 | |
| Mayfair Advisory Group, LLC |
13F
|
Company |
—
class O/S missing
|
10,983
|
$223,394 | — | 30 Jun 2025 | |
| COMERICA BANK |
13F
|
Company |
—
class O/S missing
|
10,232
|
$221,625 | — | 30 Jun 2025 | |
| Consolidated Portfolio Review Corp |
13F
|
Company |
—
class O/S missing
|
10,217
|
$221,302 | — | 30 Jun 2025 | |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC |
13F
|
Company |
—
class O/S missing
|
10,163
|
$220,131 | — | 30 Jun 2025 | |
| FIDUCIARY TRUST CO |
13F
|
Company |
—
class O/S missing
|
9,986
|
$216,297 | — | 30 Jun 2025 | |
| Sanctuary Advisors, LLC |
13F
|
Company |
—
class O/S missing
|
9,862
|
$213,611 | — | 30 Jun 2025 | |
| MONTAG A & ASSOCIATES INC |
13F
|
Company |
—
class O/S missing
|
9,217
|
$199,641 | — | 30 Jun 2025 | |
| JONES FINANCIAL COMPANIES LLLP |
13F
|
Company |
—
class O/S missing
|
5,132
|
$109,065 | — | 30 Jun 2025 |
Institutional Holders of BARINGS CORPORATE INVESTORS - COM (MCI) as of Q3 2025
As of 30 Sep 2025,
BARINGS CORPORATE INVESTORS - COM (MCI) was held by
68 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
3,588,769 shares.
The largest 10 holders included
BHK Investment Advisors, LLC, Curbstone Financial Management Corp, Invesco Ltd., Global Wealth Strategies & Associates, BARINGS LLC, MORGAN STANLEY, Smith Asset Management Co., LLC, Sky Investment Group LLC, Secure Asset Management, LLC, and LPL Financial LLC.
This page lists
68
institutional shareholders reporting positions in this security
for the Q3 2025 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q3 2025 vs Q2 2025 Across Filers
Q2 2025 holders
67
Q3 2025 holders
68
Holder diff
1
| Investor | Q2 2025 Shares | Q3 2025 Shares | Share Diff | Share Chg % | Q2 2025 Value $ | Q3 2025 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
An asterisk sign (*) next to the price indicates that the price is likely invalid.