Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in MCI held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BHK Investment Advisors, LLC | 378K | $6.5M | +1.8% | 1.844% | 2.18% |
| 2 | Global Wealth Strategies & Associates | 287K | $4.9M | +16.5% | 1.401% | 1.21% |
| 3 | BARINGS LLC | 220K | $3.8M | 0.0% | 1.073% | 0.06% |
| 4 | Secure Asset Management, LLC | 201K | $3.5M | +68.9% | 0.981% | 0.56% |
| 5 | Cetera Investment Advisers | 180K | $3.1M | +100.8% | 0.881% | 0.00% |
| 6 | MORGAN STANLEY | 178K | $3.1M | -2.1% | 0.867% | 0.00% |
| 7 | Smith Asset Management Co., LLC | 173K | $3.0M | -1.8% | 0.845% | 2.56% |
| 8 | Sky Investment Group LLC | 170K | $2.9M | +0.9% | 0.832% | 0.50% |
| 9 | LPL Financial LLC | 106K | $1.8M | -14.5% | 0.518% | 0.00% |
| 10 | CALDWELL SUTTER CAPITAL, INC. | 84K | $1.4M | 0.0% | 0.410% | 0.59% |
| 11 | TSP Capital Management Group, LLC | 82K | $1.4M | -3.7% | 0.402% | 0.35% |
| 12 | MML INVESTORS SERVICES, LLC | 70K | $1.2M | -7.1% | 0.341% | 0.00% |
| 13 | Patriot Investment Management Inc. | 68K | $1.2M | 0.0% | 0.333% | 0.07% |
| 14 | Beacon Pointe Advisors, LLC | 66K | $1.1M | +8.2% | 0.321% | 0.01% |
| 15 | COMMONWEALTH EQUITY SERVICES, LLC | 61K | $1.1M | -3.0% | 0.298% | 0.00% |
| 16 | Kestra Advisory Services, LLC | 60K | $1.0M | +19.6% | 0.295% | 0.00% |
| 17 | RAYMOND JAMES FINANCIAL INC | 56K | $957K | +1.4% | 0.271% | 0.00% |
| 18 | Equitable Holdings, Inc. | 48K | $871K | +59.0% | 0.234% | 0.01% |
| 19 | Future Financial Wealth Managment LLC | 47K | $844K | +0.4% | 0.230% | 0.54% |
| 20 | BANK OF AMERICA CORP /DE/ | 43K | $746K | -1.0% | 0.212% | 0.00% |
| 21 | Pensionmark Financial Group, LLC | 41K | $715K | +2.1% | 0.203% | 0.01% |
| 22 | ADVISOR GROUP HOLDINGS, INC. | 40K | $692K | -7.5% | 0.196% | 0.00% |
| 23 | JANE STREET GROUP, LLC | 34K | $578K | — | 0.164% | 0.01% |
| 24 | BENJAMIN EDWARDS INC | 33K | $572K | +0.2% | 0.162% | 0.01% |
| 25 | Vanguard National Trust Co | 30K | $519K | — | 0.147% | 0.03% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in MCI — a direct measure of their conviction.
Filings activity in MCI during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 60 | 10% | 14.65% | 0.84 pp | $53M | 5.4% |
| Q4 2025 | 67 | +3.1% | 15.49% | 1.56 pp | $56M | 9.1% |
| Q3 2025 | 65 | 3.0% | 17.05% | 0.52 pp | $62M | 3.0% |
| Q2 2025 | 67 | +3.1% | 17.57% | 0.87 pp | $64M | 4.8% |
| Q1 2025 | 65 | +3.2% | 18.44% | +3.27 pp | $67M | +22% |
| Q4 2024 | 63 | +13% | 15.17% | +1.12 pp | $55M | +8.0% |
| Q3 2024 | 56 | +7.7% | 14.05% | +1.72 pp | $51M | +14% |
| Q2 2024 | 52 | — | 12.33% | — | $45M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying MCI stock.
Based on Q1 2026 13F filings, institutional ownership of Barings Corporate Investors stands at 14.6%, held across 60 reporting institutions.
BHK Investment Advisors, LLC is the largest reported institutional holder of MCI, with approximately 377,530 shares worth $0.01B as of Q1 2026.
Yes — 1 widely-followed marquee investor appear among the top 25 institutional holders of MCI, including JANE STREET GROUP, LLC.
Our composite Smart Money Score for MCI is 35 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
7 institutions opened new positions in MCI during Q1 2026, while 14 fully exited. 10 added to existing positions and 42 trimmed.
MCI institutional ownership fell by 0.84 percentage points quarter-over-quarter, with a net change of -7 holders.
The top 10 institutions account for 63.8% of all reported 13F value in MCI, and the top 25 account for 89.1%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Barings Corporate Investors (MCI) Institutional Ownership