DaveManuel.com · Institutional Ownership · Who Owns It
BARINGS CORPORATE INVS (MCI)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
68
Reporting holders
$67.5M
Reported value
0.0%
Calls
0.0%
Puts
+6
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
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 |
| Cambridge Investment Research Advisors, Inc. | $4.5M | 256,114 | 0.01% | 31q | +117.9%+$2.4M |
| 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 |
| Todd Wealth Management, LLC | $2.6M | 145,812 | 1.94% | 3q | +8.2%+$193.8K |
| 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 | +39.1%+$28.8K |
| 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 |
| 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 |
| Ulland Investment Advisors, LLC | $13.0K | 735 | 0.01% | 19q | HELD |
| Fortis Group Advisors, LLC | $7.5K | 425 | 0.00% | 12q | HELD |
| PNC Financial Services Group, Inc. | $7.0K | 400 | 0.00% | new | NEW |
| Trust Co | $4.0K | 230 | 0.00% | new | NEW |
| NewEdge Advisors, LLC | $3.5K | 200 | 0.00% | 19q | HELD |
| 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 |
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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 19 | $27.2M | 1,538,900 | 0 | 5 | 5 | 0.0% |
| Q2 2026 | 68 | $67.5M | 3,847,581 | 9 | 22 | 13 | 0.0% |
| Q1 2026 | 62 | $62.7M | 3,633,874 | 5 | 16 | 16 | 0.0% |
| Q4 2025 | 68 | $67.7M | 3,723,629 | 5 | 18 | 15 | 0.0% |
| Q3 2025 | 68 | $74.8M | 3,598,632 | 6 | 18 | 18 | 0.0% |
| Q2 2025 | 69 | $77.9M | 3,598,120 | 5 | 24 | 13 | 0.0% |
| Q1 2025 | 68 | $82.4M | 3,514,286 | 7 | 13 | 22 | 0.0% |
| Q4 2024 | 66 | $65.4M | 3,210,293 | 8 | 19 | 8 | 0.0% |
| Q3 2024 | 57 | $55.9M | 2,804,907 | 8 | 16 | 13 | 0.0% |
| Q2 2024 | 54 | $54.8M | 2,942,438 | 5 | 18 | 10 | 0.0% |
| Q1 2024 | 56 | $51.2M | 2,980,379 | 5 | 10 | 23 | 0.0% |
| Q4 2023 | 55 | $53.1M | 2,880,535 | 4 | 16 | 17 | 0.0% |
| Q3 2023 | 55 | $49.3M | 3,090,773 | 7 | 14 | 13 | 0.0% |
| Q2 2023 | 49 | $50.1M | 3,364,692 | 3 | 11 | 16 | 0.0% |
| Q1 2023 | 53 | $50.0M | 3,532,149 | 4 | 13 | 13 | 0.0% |
| Q4 2022 | 56 | $50.8M | 3,639,022 | 8 | 10 | 18 | 0.0% |
| Q3 2022 | 49 | $56.7M | 4,372,985 | 3 | 10 | 10 | 0.0% |
| Q2 2022 | 49 | $58.7M | 4,367,664 | 3 | 11 | 16 | 0.0% |
| Q1 2022 | 50 | $199.8M | 13,116,222 | 5 | 11 | 15 | 0.0% |
| Q4 2021 | 47 | $68.8M | 4,305,049 | 3 | 13 | 10 | 0.0% |
| Q3 2021 | 45 | $64.8M | 4,169,530 | 3 | 13 | 11 | 0.0% |
| Q2 2021 | 44 | $63.2M | 4,158,554 | 1 | 17 | 14 | 0.0% |
| Q1 2021 | 48 | $58.0M | 4,182,637 | 4 | 15 | 14 | 0.0% |
| Q4 2020 | 50 | $53.7M | 4,073,768 | 5 | 10 | 15 | 0.0% |
| Q3 2020 | 46 | $48.1M | 3,850,424 | 1 | 12 | 16 | 0.0% |
| Q2 2020 | 48 | $50.4M | 3,753,113 | 1 | 17 | 12 | 0.0% |
| Q1 2020 | 50 | $42.7M | 3,676,906 | 5 | 11 | 13 | 0.0% |
| Q4 2019 | 49 | $61.0M | 3,617,614 | 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% |