Barings Corporate Investors Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BHK INVESTMENT ADVISORS, LLC | 11/05/2025 | 361.42 K | $7.50 M | -0.21% | 1.77% |
| CURBSTONE FINANCIAL MANAGEMENT CORP | 10/15/2025 | 294.53 K | $6.11 M | -1.07% | 1.44% |
| INVESCO LTD. | 11/13/2025 | 244.81 K | $5.08 M | 2.91% | 1.20% |
| GLOBAL WEALTH STRATEGIES & ASSOCIATES | 10/02/2025 | 230.62 K | $4.79 M | 2.01% | 1.13% |
| BARINGS LLC | 11/10/2025 | 219.66 K | $4.56 M | 0.00% | 1.07% |
| MORGAN STANLEY | 11/14/2025 | 184.94 K | $3.84 M | -2.43% | 0.90% |
| SMITH ASSET MANAGEMENT CO., LLC | 11/03/2025 | 183.63 K | $3.81 M | -2.12% | 0.90% |
| SKY INVESTMENT GROUP LLC | 10/09/2025 | 169.69 K | $3.52 M | -0.03% | 0.83% |
| SECURE ASSET MANAGEMENT, LLC | 10/09/2025 | 137.06 K | $2.85 M | -22.52% | 0.67% |
| LPL FINANCIAL LLC | 11/12/2025 | 122.33 K | $2.54 M | 105.66% | 0.60% |
| JANNEY MONTGOMERY SCOTT LLC | 10/27/2025 | 117.08 K | $2.43 M | 13.01% | 0.57% |
| CETERA INVESTMENT ADVISERS | 11/14/2025 | 92.61 K | $1.92 M | -8.09% | 0.45% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 11/12/2025 | 86.79 K | $1.80 M | 2.42% | 0.42% |
| TSP CAPITAL MANAGEMENT GROUP, LLC | 10/22/2025 | 85.61 K | $1.78 M | -0.93% | 0.42% |
| CALDWELL SUTTER CAPITAL, INC. | 10/29/2025 | 84.61 K | $1.76 M | 0.00% | 0.41% |
| MML INVESTORS SERVICES, LLC | 11/14/2025 | 78.84 K | $1.64 M | 5.48% | 0.39% |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 10/15/2025 | 68.10 K | $1.41 M | 0.00% | 0.33% |
| COMMONWEALTH EQUITY SERVICES, LLC | 10/22/2025 | 62.73 K | $1.30 M | -9.21% | 0.31% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 58.06 K | $1.21 M | -1.26% | 0.28% |
| BEACON POINTE ADVISORS, LLC | 11/14/2025 | 54.80 K | $1.14 M | 20.76% | 0.27% |
| FUTURE FINANCIAL WEALTH MANAGMENT LLC | 10/15/2025 | 48.20 K | $1.00 M | 0.31% | 0.24% |
| KESTRA ADVISORY SERVICES, LLC | 11/14/2025 | 44.78 K | $929.58 K | 17.78% | 0.22% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 43.14 K | $895.55 K | 12.57% | 0.21% |
| PENSIONMARK FINANCIAL GROUP, LLC | 10/15/2025 | 39.77 K | $825.59 K | 89.07% | 0.19% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 39.15 K | $824.66 K | -10.56% | 0.19% |
| QTR FAMILY WEALTH, LLC | 10/29/2025 | 36.00 K | $747.36 K | 100.00% | 0.18% |
| COLONY GROUP, LLC | 11/14/2025 | 35.72 K | $755.70 K | 85.69% | 0.17% |
| BENJAMIN EDWARDS INC | 10/23/2025 | 32.99 K | $684.94 K | -0.94% | 0.16% |
| VANGUARD GROUP INC | 11/07/2025 | 30.10 K | $624.88 K | 0.00% | 0.15% |
| ENVESTNET ASSET MANAGEMENT INC | 11/05/2025 | 28.20 K | $585.46 K | 6.40% | 0.14% |
| MGB WEALTH MANAGEMENT, LLC | 11/12/2025 | 23.19 K | $481.13 K | 9.58% | 0.11% |
| FARTHER FINANCE ADVISORS, LLC | 10/14/2025 | 22.23 K | $461.40 K | 6.78% | 0.11% |
| US BANCORP \DE\ | 11/12/2025 | 18.29 K | $379.66 K | 0.00% | 0.09% |
| ST GERMAIN D J CO INC | 10/07/2025 | 18.11 K | $375.94 K | 0.02% | 0.09% |
| UBS GROUP AG | 11/13/2025 | 17.29 K | $358.98 K | -0.89% | 0.08% |
| COMMERCE BANK | 11/12/2025 | 15.26 K | $316.71 K | 0.00% | 0.07% |
| VIRTU FINANCIAL LLC | 11/14/2025 | 14.98 K | $311.00 K | 100.00% | 0.07% |
| STONEBRIDGE CAPITAL ADVISORS LLC | 11/12/2025 | 13.30 K | $276.11 K | 0.00% | 0.07% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2025 | 12.48 K | $259.00 K | 100.00% | 0.06% |
| DAVENPORT & CO LLC | 10/15/2025 | 12.33 K | $256.05 K | 0.00% | 0.06% |
| HUNTINGTON NATIONAL BANK | 11/12/2025 | 11.90 K | $247.04 K | 0.00% | 0.06% |
| MAYFAIR ADVISORY GROUP, LLC | 10/21/2025 | 10.98 K | $228.01 K | 0.00% | 0.05% |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 10/17/2025 | 10.14 K | $210.57 K | -0.20% | 0.05% |
| FIDUCIARY TRUST CO | 11/14/2025 | 9.99 K | $207.31 K | 0.00% | 0.05% |
| MONTAG A & ASSOCIATES INC | 11/12/2025 | 9.22 K | $191.35 K | 0.00% | 0.05% |
| COMERICA BANK | 11/14/2025 | 6.97 K | $144.76 K | -31.85% | 0.03% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 11/14/2025 | 5.00 K | $103.76 K | 100.00% | 0.02% |
| JONES FINANCIAL COMPANIES LLLP | 11/04/2025 | 5.00 K | $103.56 K | -2.67% | 0.02% |
| ROYAL BANK OF CANADA | 11/14/2025 | 4.73 K | $98.00 K | 16.59% | 0.02% |
| BOK FINANCIAL PRIVATE WEALTH, INC. | 11/07/2025 | 2.83 K | $58.65 K | -5.83% | 0.01% |
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Barings Corporate Investors institutional Ownership - FAQ's
During the previous two years, 90 institutional investors and hedge funds held shares of Barings Corporate Investors. The most heavily invested institutionals were:
BHK Investment Advisors, LLC: 361,417
Curbstone Financial Management Corp: 294,534
Invesco Ltd.: 244,810
Global Wealth Strategies & Associates: 230,622
BARINGS LLC: 219,664
MORGAN STANLEY: 184,937
17.48% of Barings Corporate Investors stock is owned by institutional investors.
Institutional investors have bought a total of 4.26 M shares in the last 24 months. This purchase volume represents approximately $88.68 M in transactions.