Barings Corporate Investors Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BHK INVESTMENT ADVISORS, LLC | 04/29/2026 | 377.53 K | $6.51 M | 1.85% | 1.84% |
| CURBSTONE FINANCIAL MANAGEMENT CORP | 04/15/2026 | 289.13 K | $4.98 M | -1.68% | 1.41% |
| GLOBAL WEALTH STRATEGIES & ASSOCIATES | 04/03/2026 | 286.82 K | $4.94 M | 16.54% | 1.40% |
| BARINGS LLC | 05/06/2026 | 219.66 K | $3.79 M | 0.00% | 1.07% |
| SECURE ASSET MANAGEMENT, LLC | 04/09/2026 | 200.85 K | $3.46 M | 68.87% | 0.98% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 180.40 K | $3.11 M | 100.77% | 0.88% |
| MORGAN STANLEY | 05/15/2026 | 177.54 K | $3.06 M | -2.08% | 0.87% |
| SMITH ASSET MANAGEMENT CO., LLC | 05/15/2026 | 172.92 K | $2.98 M | -1.83% | 0.84% |
| SKY INVESTMENT GROUP LLC | 04/16/2026 | 170.29 K | $2.94 M | 0.89% | 0.83% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 117.51 K | $2.03 M | 34.40% | 0.57% |
| LPL FINANCIAL LLC | 05/06/2026 | 105.98 K | $1.83 M | -14.49% | 0.52% |
| CALDWELL SUTTER CAPITAL, INC. | 05/06/2026 | 83.98 K | $1.45 M | 0.00% | 0.41% |
| TSP CAPITAL MANAGEMENT GROUP, LLC | 04/24/2026 | 82.29 K | $1.42 M | -3.69% | 0.40% |
| MML INVESTORS SERVICES, LLC | 05/04/2026 | 69.89 K | $1.20 M | -7.14% | 0.34% |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 04/14/2026 | 68.10 K | $1.17 M | 0.00% | 0.33% |
| BEACON POINTE ADVISORS, LLC | 05/15/2026 | 65.65 K | $1.13 M | 8.21% | 0.32% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 60.95 K | $1.05 M | -2.96% | 0.30% |
| KESTRA ADVISORY SERVICES, LLC | 04/30/2026 | 60.48 K | $1.04 M | 19.64% | 0.30% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 55.52 K | $957.09 K | 1.38% | 0.27% |
| EQUITABLE HOLDINGS, INC. | 05/15/2026 | 48.01 K | $871.36 K | 59.03% | 0.23% |
| FUTURE FINANCIAL WEALTH MANAGMENT LLC | 04/16/2026 | 47.02 K | $843.56 K | 0.40% | 0.23% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 43.30 K | $746.44 K | -0.96% | 0.21% |
| PENSIONMARK FINANCIAL GROUP, LLC | 04/27/2026 | 41.48 K | $715.04 K | 2.14% | 0.20% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 40.11 K | $691.71 K | -7.47% | 0.20% |
| JANE STREET GROUP, LLC | 05/12/2026 | 33.53 K | $578.13 K | 100.00% | 0.16% |
| BENJAMIN EDWARDS INC | 05/12/2026 | 33.20 K | $572.29 K | 0.17% | 0.16% |
| VANGUARD NATIONAL TRUST CO | 05/08/2026 | 30.10 K | $518.92 K | 100.00% | 0.15% |
| CERITY PARTNERS LLC | 05/15/2026 | 25.91 K | $446.65 K | 2.05% | 0.13% |
| UBS GROUP AG | 05/05/2026 | 25.24 K | $435.09 K | 46.69% | 0.12% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 24.77 K | $427.06 K | -15.42% | 0.12% |
| 05/14/2026 | 21.03 K | $362.52 K | 0.00% | 0.10% | |
| FARTHER FINANCE ADVISORS, LLC | 04/07/2026 | 18.40 K | $327.00 K | -18.02% | 0.09% |
| US BANCORP \DE\ | 05/15/2026 | 18.29 K | $315.29 K | 0.00% | 0.09% |
| ST GERMAIN D J CO INC | 04/13/2026 | 18.12 K | $312.34 K | 0.02% | 0.09% |
| COLONY GROUP, LLC | 05/15/2026 | 17.97 K | $309.85 K | -3.96% | 0.09% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 17.80 K | $306.87 K | 100.00% | 0.09% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 05/14/2026 | 17.73 K | $305.65 K | -20.83% | 0.09% |
| JONES FINANCIAL COMPANIES LLLP | 05/15/2026 | 15.61 K | $274.86 K | 71.37% | 0.08% |
| COMMERCE BANK | 05/11/2026 | 15.26 K | $263.01 K | 0.00% | 0.07% |
| HUNTINGTON NATIONAL BANK | 05/15/2026 | 13.50 K | $232.74 K | 0.00% | 0.07% |
| STONEBRIDGE CAPITAL ADVISORS LLC | 05/14/2026 | 13.30 K | $229.29 K | 0.00% | 0.07% |
| MILLENNIUM MANAGEMENT LLC | 05/15/2026 | 12.03 K | $207.33 K | 100.00% | 0.06% |
| KOVACK ADVISORS, INC. | 05/13/2026 | 11.12 K | $197.60 K | 0.00% | 0.05% |
| MAYFAIR ADVISORY GROUP, LLC | 04/21/2026 | 10.98 K | $189.35 K | 0.00% | 0.05% |
| MONTAG A & ASSOCIATES INC | 04/29/2026 | 8.22 K | $141.66 K | -10.85% | 0.04% |
| FIFTH THIRD BANCORP | 05/01/2026 | 6.97 K | $120.22 K | 100.00% | 0.03% |
| ROYAL BANK OF CANADA | 05/15/2026 | 4.48 K | $77.00 K | -5.71% | 0.02% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 4.20 K | $72.37 K | 100.00% | 0.02% |
| BOK FINANCIAL PRIVATE WEALTH, INC. | 05/12/2026 | 2.83 K | $48.70 K | 0.00% | 0.01% |
| WHIPPLEWOOD ADVISORS, LLC | 04/30/2026 | 2.63 K | $45.34 K | 0.00% | 0.01% |
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Barings Corporate Investors institutional Ownership - FAQ's
During the previous two years, 88 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
BARINGS LLC: 219,664
Secure Asset Management, LLC: 200,848
Cetera Investment Advisers: 180,395
17.09% of Barings Corporate Investors stock is owned by institutional investors.
Institutional investors have bought a total of 4.21 M shares in the last 24 months. This purchase volume represents approximately $84.58 M in transactions.