Barings Corporate Investors Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BHK INVESTMENT ADVISORS, LLC | 02/03/2026 | 370.66 K | $6.73 M | 2.56% | 1.81% |
| CURBSTONE FINANCIAL MANAGEMENT CORP | 01/23/2026 | 294.08 K | $5.34 M | -0.15% | 1.44% |
| GLOBAL WEALTH STRATEGIES & ASSOCIATES | 01/02/2026 | 246.11 K | $4.47 M | 6.72% | 1.20% |
| INVESCO LTD. | 02/19/2026 | 226.93 K | $4.12 M | -7.30% | 1.11% |
| BARINGS LLC | 02/12/2026 | 219.66 K | $3.99 M | 0.00% | 1.07% |
| MORGAN STANLEY | 02/13/2026 | 181.31 K | $3.29 M | -1.96% | 0.89% |
| SMITH ASSET MANAGEMENT CO., LLC | 02/19/2026 | 176.15 K | $3.20 M | -4.08% | 0.86% |
| SKY INVESTMENT GROUP LLC | 01/14/2026 | 168.79 K | $3.06 M | -0.53% | 0.82% |
| LPL FINANCIAL LLC | 02/11/2026 | 123.93 K | $2.25 M | 1.31% | 0.61% |
| SECURE ASSET MANAGEMENT, LLC | 01/20/2026 | 118.94 K | $2.16 M | -13.22% | 0.58% |
| JANNEY MONTGOMERY SCOTT LLC | 02/11/2026 | 114.99 K | $2.09 M | -1.79% | 0.56% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 89.85 K | $1.63 M | -2.97% | 0.44% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 87.43 K | $1.59 M | 0.75% | 0.43% |
| TSP CAPITAL MANAGEMENT GROUP, LLC | 01/21/2026 | 85.44 K | $1.55 M | -0.20% | 0.42% |
| CALDWELL SUTTER CAPITAL, INC. | 01/30/2026 | 83.98 K | $1.52 M | -0.74% | 0.41% |
| MML INVESTORS SERVICES, LLC | 02/13/2026 | 75.26 K | $1.37 M | -4.54% | 0.37% |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 01/23/2026 | 68.10 K | $1.24 M | 0.00% | 0.33% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 62.81 K | $1.14 M | 0.12% | 0.31% |
| BEACON POINTE ADVISORS, LLC | 02/18/2026 | 60.67 K | $1.10 M | 10.72% | 0.30% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 54.76 K | $993.93 K | -5.67% | 0.27% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 50.55 K | $917.54 K | 12.90% | 0.25% |
| FUTURE FINANCIAL WEALTH MANAGMENT LLC | 01/21/2026 | 46.83 K | $955.84 K | -2.83% | 0.23% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 43.72 K | $793.42 K | 1.34% | 0.21% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 43.35 K | $787.01 K | 10.74% | 0.21% |
| PENSIONMARK FINANCIAL GROUP, LLC | 03/13/2026 | 40.61 K | $737.01 K | 2.11% | 0.20% |
| BENJAMIN EDWARDS INC | 02/02/2026 | 33.14 K | $601.50 K | 0.45% | 0.16% |
| EQUITABLE HOLDINGS, INC. | 02/17/2026 | 30.19 K | $547.93 K | 100.00% | 0.15% |
| VANGUARD GROUP INC | 01/29/2026 | 30.10 K | $546.32 K | 0.00% | 0.15% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 29.29 K | $531.57 K | 3.85% | 0.14% |
| CERITY PARTNERS LLC | 02/11/2026 | 25.39 K | $460.77 K | 100.00% | 0.12% |
| MGB WEALTH MANAGEMENT, LLC | 02/17/2026 | 24.29 K | $442.68 K | 4.73% | 0.12% |
| FARTHER FINANCE ADVISORS, LLC | 01/23/2026 | 22.45 K | $407.41 K | 1.00% | 0.11% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 03/17/2026 | 22.39 K | $406.43 K | 348.02% | 0.11% |
| 02/19/2026 | 21.03 K | $381.66 K | 100.00% | 0.10% | |
| UPTOWN FINANCIAL ADVISORS LLC | 01/23/2026 | 20.59 K | $373.78 K | 100.00% | 0.10% |
| COLONY GROUP, LLC | 02/13/2026 | 18.71 K | $339.70 K | -47.62% | 0.09% |
| US BANCORP \DE\ | 01/30/2026 | 18.29 K | $331.93 K | 0.00% | 0.09% |
| ST GERMAIN D J CO INC | 01/29/2026 | 18.11 K | $328.75 K | 0.02% | 0.09% |
| UBS GROUP AG | 01/29/2026 | 17.20 K | $312.25 K | -0.51% | 0.08% |
| COMMERCE BANK | 02/13/2026 | 15.26 K | $276.90 K | 0.00% | 0.07% |
| HUNTINGTON NATIONAL BANK | 02/09/2026 | 13.50 K | $245.03 K | 13.45% | 0.07% |
| STONEBRIDGE CAPITAL ADVISORS LLC | 02/12/2026 | 13.30 K | $241.40 K | 0.00% | 0.07% |
| KOVACK ADVISORS, INC. | 02/17/2026 | 11.12 K | $201.83 K | 100.00% | 0.05% |
| MAYFAIR ADVISORY GROUP, LLC | 01/21/2026 | 10.98 K | $203.84 K | 0.00% | 0.05% |
| DAVENPORT & CO LLC | 01/12/2026 | 10.33 K | $187.56 K | -16.22% | 0.05% |
| MONTAG A & ASSOCIATES INC | 02/02/2026 | 9.22 K | $170.98 K | 0.00% | 0.05% |
| JONES FINANCIAL COMPANIES LLLP | 02/17/2026 | 9.11 K | $165.31 K | 82.34% | 0.04% |
| COMERICA BANK | 01/29/2026 | 6.97 K | $126.56 K | 0.00% | 0.03% |
| ROYAL BANK OF CANADA | 02/17/2026 | 4.75 K | $86.00 K | 0.42% | 0.02% |
| BOK FINANCIAL PRIVATE WEALTH, INC. | 02/06/2026 | 2.83 K | $52.40 K | 0.00% | 0.01% |
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Barings Corporate Investors institutional Ownership - FAQ's
During the previous two years, 89 institutional investors and hedge funds held shares of Barings Corporate Investors. The most heavily invested institutionals were:
BHK Investment Advisors, LLC: 377,530
Curbstone Financial Management Corp: 289,134
Global Wealth Strategies & Associates: 286,823
Secure Asset Management, LLC: 200,848
Sky Investment Group LLC: 170,289
Cambridge Investment Research Advisors, Inc.: 117,514
17.53% of Barings Corporate Investors stock is owned by institutional investors.
Institutional investors have bought a total of 4.25 M shares in the last 24 months. This purchase volume represents approximately $85.40 M in transactions.