Barings Corporate Investors Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BHK INVESTMENT ADVISORS, LLC | 07/28/2026 | 386.99 K | $6.80 M | 2.51% | 1.89% |
| GLOBAL WEALTH STRATEGIES & ASSOCIATES | 07/01/2026 | 299.75 K | $5.26 M | 4.51% | 1.46% |
| CURBSTONE FINANCIAL MANAGEMENT CORP | 07/14/2026 | 287.73 K | $5.05 M | -0.48% | 1.41% |
| BARINGS LLC | 08/07/2026 | 219.66 K | $3.86 M | 0.00% | 1.07% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 211.98 K | $3.72 M | 17.51% | 1.04% |
| SECURE ASSET MANAGEMENT, LLC | 07/15/2026 | 208.97 K | $3.67 M | 4.04% | 1.02% |
| MORGAN STANLEY | 08/13/2026 | 176.85 K | $3.11 M | -0.39% | 0.86% |
| SKY INVESTMENT GROUP LLC | 07/20/2026 | 175.14 K | $3.08 M | 2.85% | 0.86% |
| SMITH ASSET MANAGEMENT CO., LLC | 07/14/2026 | 169.55 K | $2.98 M | -1.95% | 0.83% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 128.06 K | $2.25 M | 8.97% | 0.63% |
| BEACON POINTE ADVISORS, LLC | 08/18/2026 | 94.00 K | $1.65 M | 43.18% | 0.46% |
| TSP CAPITAL MANAGEMENT GROUP, LLC | 07/31/2026 | 86.73 K | $1.52 M | 5.40% | 0.42% |
| MML INVESTORS SERVICES, LLC | 08/07/2026 | 86.55 K | $1.52 M | 23.84% | 0.42% |
| CALDWELL SUTTER CAPITAL, INC. | 08/05/2026 | 83.98 K | $1.47 M | 0.00% | 0.41% |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 07/15/2026 | 68.10 K | $1.20 M | 0.00% | 0.33% |
| LPL FINANCIAL LLC | 08/07/2026 | 63.32 K | $1.11 M | -40.25% | 0.31% |
| KESTRA ADVISORY SERVICES, LLC | 07/28/2026 | 62.46 K | $1.10 M | 3.27% | 0.31% |
| EQUITABLE HOLDINGS, INC. | 08/17/2026 | 61.50 K | $1.08 M | 28.10% | 0.30% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 58.91 K | $1.03 M | -3.35% | 0.29% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 55.52 K | $974.93 K | 0.01% | 0.27% |
| FUTURE FINANCIAL WEALTH MANAGMENT LLC | 07/24/2026 | 44.37 K | $737.43 K | -5.64% | 0.22% |
| BENJAMIN EDWARDS INC | 07/24/2026 | 42.01 K | $737.72 K | 26.56% | 0.21% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 41.68 K | $731.90 K | -3.73% | 0.20% |
| PENSIONMARK FINANCIAL GROUP, LLC | 08/14/2026 | 41.48 K | $715.04 K | 0.00% | 0.20% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 38.58 K | $677.56 K | -3.83% | 0.19% |
| VANGUARD NATIONAL TRUST CO | 08/13/2026 | 30.10 K | $528.56 K | 0.00% | 0.15% |
| CERITY PARTNERS LLC | 08/14/2026 | 26.51 K | $465.43 K | 2.30% | 0.13% |
| JACOBS EQUITY LLC | 08/17/2026 | 25.78 K | $452.63 K | 22.58% | 0.13% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 23.54 K | $413.34 K | -4.98% | 0.12% |
| US BANCORP \DE\ | 08/12/2026 | 18.29 K | $321.14 K | 0.00% | 0.09% |
| ST GERMAIN D J CO INC | 07/21/2026 | 18.12 K | $318.22 K | 0.03% | 0.09% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 08/13/2026 | 18.03 K | $316.53 K | 1.68% | 0.09% |
| FARTHER FINANCE ADVISORS, LLC | 07/17/2026 | 17.70 K | $310.75 K | -3.83% | 0.09% |
| COLONY GROUP, LLC | 08/12/2026 | 17.57 K | $308.51 K | -2.25% | 0.09% |
| UBS GROUP AG | 08/13/2026 | 16.91 K | $296.87 K | -33.01% | 0.08% |
| JONES FINANCIAL COMPANIES LLLP | 08/14/2026 | 16.60 K | $289.13 K | 6.34% | 0.08% |
| COMMERCE BANK | 08/12/2026 | 15.26 K | $267.90 K | 0.00% | 0.07% |
| HUNTINGTON NATIONAL BANK | 08/13/2026 | 13.50 K | $237.06 K | 0.00% | 0.07% |
| STONEBRIDGE CAPITAL ADVISORS LLC | 08/12/2026 | 13.40 K | $235.30 K | 0.75% | 0.07% |
| PERIGON WEALTH MANAGEMENT, LLC | 08/07/2026 | 12.34 K | $216.69 K | 100.00% | 0.06% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 12.21 K | $214.34 K | 100.00% | 0.06% |
| JANE STREET GROUP, LLC | 08/14/2026 | 11.72 K | $205.77 K | -65.06% | 0.06% |
| MILLENNIUM MANAGEMENT LLC | 08/14/2026 | 11.29 K | $198.29 K | -6.10% | 0.06% |
| MAYFAIR ADVISORY GROUP, LLC | 08/11/2026 | 10.98 K | $181.77 K | 0.00% | 0.05% |
| MONTAG A & ASSOCIATES INC | 08/05/2026 | 8.22 K | $144.29 K | 0.00% | 0.04% |
| FIFTH THIRD BANCORP | 08/05/2026 | 6.97 K | $122.45 K | 0.00% | 0.03% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 5.84 K | $102.56 K | 39.11% | 0.03% |
| BUCK WEALTH STRATEGIES, LLC | 07/30/2026 | 5.12 K | $89.83 K | 100.00% | 0.03% |
| ROYAL BANK OF CANADA | 08/14/2026 | 4.76 K | $84.00 K | 6.36% | 0.02% |
| MERCER GLOBAL ADVISORS INC /ADV | 08/11/2026 | 4.62 K | $81.04 K | 100.00% | 0.02% |
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Barings Corporate Investors institutional Ownership - FAQ's
During the previous two years, 95 institutional investors and hedge funds held shares of Barings Corporate Investors. The most heavily invested institutionals were:
BHK Investment Advisors, LLC: 386,988
Global Wealth Strategies & Associates: 299,749
Curbstone Financial Management Corp: 287,734
BARINGS LLC: 219,664
Cetera Investment Advisers: 211,975
Secure Asset Management, LLC: 208,965
17.48% of Barings Corporate Investors stock is owned by institutional investors.
Institutional investors have bought a total of 4.31 M shares in the last 24 months. This purchase volume represents approximately $86.57 M in transactions.