MidCap Financial Investment Corp
MFIC- Exchange
- Nasdaq
- SEC CIK
- 0001278752
No open-market purchases or sales by MidCap Financial Investment Corp insiders were filed in the last 90 days; 169 institutions reported holding it in 13F filings for Q2 2026, worth $320.6M in total; Soros Fund Management is the only superinvestor holding it.
Other share classesMFICL
13F holders, Q2 2021
Institutional positions in MidCap Financial Investment Corp as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 125
- −5 vs. Q1 2021
- Shares held
- 21.4M
- −465.5K (−2.1%) vs. Q1 2021
- Total value
- $292.0M
- −$7.78M (−2.6%) vs. Q1 2021
- New holders
- 17
- 40 more added
- Sold out
- 22
- 40 more reduced
Compare with Q1 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting MFIC on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 169 | $320.6M |
| Q1 2026 | 176 | $357.7M |
| Q4 2025 | 192 | $362.5M |
| Q3 2025 | 174 | $350.5M |
| Q2 2025 | 170 | $364.7M |
| Q1 2025 | 169 | $357.5M |
| Q4 2024 | 173 | $351.5M |
| Q3 2024 | 177 | $339.3M |
| Q2 2024 | 128 | $288.4M |
| Q1 2024 | 127 | $295.3M |
| Q4 2023 | 125 | $257.0M |
| Q3 2023 | 118 | $253.2M |
| Q2 2023 | 118 | $228.5M |
| Q1 2023 | 124 | $212.8M |
| Q4 2022 | 134 | $215.6M |
| Q3 2022 | 124 | $191.7M |
| Q2 2022 | 124 | $194.8M |
| Q1 2022 | 127 | $255.0M |
| Q4 2021 | 130 | $251.0M |
| Q3 2021 | 118 | $258.8M |
| Q2 2021 | 125 | $292.0M |
| Q1 2021 | 130 | $299.8M |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding MidCap Financial Investment Corp; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| HBC Financial Services, PLLC | 57 | $0 | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 5 | $0 | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1 | $0 | 0.00% | +1 | New |
| Steward Partners Investment Advisory, LLC | 100 | $1.00K | 0.00% | −953−90.5% | Reduced |
| TD Capital Management LLC | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 66 | $1.00K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 73 | $1.00K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 72 | $1.00K | 0.00% | +72 | New |
| Tower Research Capital LLC (TRC) | 155 | $2.00K | 0.00% | −5,031−97.0% | Reduced |
| Focused Wealth Management, Inc | 181 | $2.00K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 241 | $3.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 271 | $4.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 276 | $4.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 308 | $4.00K | 0.00% | +308 | New |
| Proequities, Inc. | 556 | $8.00K | 0.00% | +15+2.8% | Added |
| Wolff Wiese Magana LLC | 580 | $8.00K | 0.01% | 00.0% | Unchanged |
| Citigroup Inc | 668 | $9.00K | 0.00% | +17+2.6% | Added |
| Highlander Capital Management, LLC | 666 | $9.00K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 657 | $9.00K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 833 | $11.0K | 0.00% | −833−50.0% | Reduced |
| Kistler-Tiffany Companies, LLC | 840 | $11.0K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 845 | $12.0K | 0.00% | −33−3.8% | Reduced |
| Founders Capital Management | 1,000 | $14.0K | 0.01% | 00.0% | Unchanged |
| Cutler Group LP | 1,251 | $17.0K | 0.00% | +1,251 | New |
| Parisi Gray Wealth Management | 1,666 | $23.0K | 0.01% | +1,666 | New |
| Carolinas Wealth Consulting LLC | 1,682 | $24.0K | 0.01% | +43+2.6% | Added |
| First Horizon Advisors, Inc. | 1,971 | $26.0K | 0.00% | +31+1.6% | Added |
| Whittier Trust Co | 2,192 | $30.0K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 3,000 | $40.0K | 0.02% | −5,438−64.4% | Reduced |
| Signaturefd, LLC | 3,180 | $43.0K | 0.00% | +2,415+315.7% | Added |
| Panagora Asset Management Inc | 3,227 | $44.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 3,246 | $44.3K | 0.00% | +19+0.6% | Added |
| Pinz Capital Management, LP | 4,800 | $66.0K | 0.02% | −4,400−47.8% | Reduced |
| Barnett & Company, Inc. | 5,962 | $81.0K | 0.05% | −3,700−38.3% | Reduced |
| Wolverine Asset Management LLC | 8,239 | $112.0K | 0.00% | +8,239 | New |
| Baldwin Brothers Inc | 8,333 | $114.0K | 0.01% | 00.0% | Unchanged |
| Barclays PLC | 8,525 | $116.0K | 0.00% | −1,934−18.5% | Reduced |
| Stelac Advisory Services LLC | 9,071 | $124.0K | 0.03% | −524−5.5% | Reduced |
| Citizens Business Bank | 10,000 | $137.0K | 0.02% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 10,000 | $137.0K | 0.02% | +10,000 | New |
| Victory Capital Management Inc | 10,284 | $140.0K | 0.00% | −318−3.0% | Reduced |
| Peak Financial Advisors LLC | 10,285 | $140.0K | 0.12% | −237−2.3% | Reduced |
| Keybank National Association | 10,311 | $141.0K | 0.00% | +10,311 | New |
| Advisory Services Network, LLC | 11,855 | $162.0K | 0.01% | +18+0.2% | Added |
| Squarepoint Ops LLC | 12,205 | $167.0K | 0.00% | +12,205 | New |
| Cambridge Investment Research Advisors, Inc. | 12,293 | $168.0K | 0.00% | −1,287−9.5% | Reduced |
| Hudson Valley Investment Advisors Inc | 12,500 | $171.0K | 0.03% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 12,900 | $176.0K | 0.00% | +12,900 | New |
| Infrastructure Capital Advisors, LLC | 13,000 | $177.0K | 0.04% | −10,001−43.5% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 13,334 | $182.0K | 0.00% | +586+4.6% | Added |
| Global Wealth Management Investment Advisory, Inc. | 13,636 | $186.0K | 0.06% | +3,262+31.4% | Added |
| Caxton Associates LP | 14,021 | $191.0K | 0.02% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 14,033 | $192.0K | 0.03% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 14,650 | $199.0K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 14,653 | $200.0K | 0.00% | +14,035+2,271.0% | Added |
| Hudson Portfolio Management LLC | 15,755 | $215.0K | 0.20% | −966−5.8% | Reduced |
| XTX Topco Ltd | 16,081 | $220.0K | 0.07% | +16,081 | New |
| Sequoia Financial Advisors, LLC | 17,136 | $234.0K | 0.01% | −284−1.6% | Reduced |
| AE Wealth Management LLC | 17,357 | $237.0K | 0.00% | +3,015+21.0% | Added |
| Harbour Investments, Inc. | 18,265 | $249.0K | 0.01% | −1,095−5.7% | Reduced |
| US Bancorp | 21,026 | $287.0K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 21,181 | $289.0K | 0.00% | +1,316+6.6% | Added |
| Janney Montgomery Scott LLC | 21,534 | $294.0K | 0.00% | +165+0.8% | Added |
| Cubist Systematic Strategies, LLC | 21,705 | $296.0K | 0.00% | +21,705 | New |
| Biltmore Capital Advisors LLC | 22,000 | $300.0K | 0.05% | +22,000 | New |
| Millennium Management LLC | 22,228 | $303.0K | 0.00% | +5,407+32.1% | Added |
| Centaurus Financial, Inc. | 22,341 | $305.0K | 0.03% | −760−3.3% | Reduced |
| Wedbush Securities Inc | 22,939 | $313.0K | 0.01% | +22,939 | New |
| Stifel Financial Corp | 23,186 | $316.0K | 0.00% | −2,557−9.9% | Reduced |
| Onyx Bridge Wealth Group LLC | 27,316 | $371.0K | 0.16% | −300−1.1% | Reduced |
| Qube Research & Technologies Ltd | 28,314 | $386.0K | 0.00% | −3,425−10.8% | Reduced |
| Confluence Investment Management LLC | 28,471 | $389.0K | 0.01% | +437+1.6% | Added |
| Mirae Asset Global Investments Co., Ltd. | 28,538 | $390.0K | 0.00% | +12,855+82.0% | Added |
| Evoke Wealth, LLC | 28,800 | $403.0K | 0.02% | +28,800 | New |
| Northern Trust Corp | 33,929 | $463.0K | 0.00% | +112+0.3% | Added |
| Goldman Sachs Group Inc | 34,734 | $474.0K | 0.00% | −24,734−41.6% | Reduced |
| Sigma Planning Corp | 35,284 | $482.0K | 0.01% | +4,523+14.7% | Added |
| HighTower Advisors, LLC | 37,783 | $516.0K | 0.00% | +1,927+5.4% | Added |
| Raymond James & Associates | 46,220 | $631.0K | 0.00% | +3,739+8.8% | Added |
| Northeast Financial Consultants Inc | 46,666 | $637.0K | 0.04% | +46,666 | New |
| Arkadios Wealth Advisors | 48,810 | $666.0K | 0.08% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 50,050 | $701.0K | 0.04% | −29,950−37.4% | Reduced |
| Condor Capital Management | 51,976 | $709.0K | 0.08% | +1,697+3.4% | Added |
| Virtus ETF Advisers LLC | 55,971 | $764.0K | 0.31% | +13,466+31.7% | Added |
| International Assets Investment Management, LLC | 58,583 | $800.0K | 0.15% | −59,698−50.5% | Reduced |
| Sierra Capital LLC | 67,585 | $923.0K | 0.17% | +67,585 | New |
| Neuberger Berman Group LLC | 68,714 | $938.0K | 0.00% | −8,000−10.4% | Reduced |
| Guggenheim Capital LLC | 69,422 | $948.0K | 0.01% | −26,356−27.5% | Reduced |
| Mackenzie Financial Corp | 71,317 | $973.0K | 0.00% | +38,329+116.2% | Added |
| Meridian Investment Counsel Inc. | 77,725 | $1.06M | 0.37% | +17,664+29.4% | Added |
| Cubic Asset Management, LLC | 82,260 | $1.12M | 0.28% | +2,950+3.7% | Added |
| Ameriprise Financial Inc | 90,150 | $1.23M | 0.00% | +21,549+31.4% | Added |
| IHT Wealth Management, LLC | 93,304 | $1.27M | 0.08% | +31,090+50.0% | Added |
| Benefit Street Partners LLC | 100,540 | $1.37M | 0.52% | 00.0% | Unchanged |
| Winton Group Ltd | 105,041 | $1.43M | 0.08% | +13,896+15.2% | Added |
| LPL Financial LLC | 107,594 | $1.47M | 0.00% | +17,826+19.9% | Added |
| Advisors Asset Management, Inc. | 117,781 | $1.61M | 0.02% | −22,795−16.2% | Reduced |
| McKinley Capital Management LLC /Delaware | 119,888 | $1.64M | 0.11% | −2,630−2.1% | Reduced |
| DnB Asset Management AS | 130,691 | $1.78M | 0.01% | +68,217+109.2% | Added |
| Royal Bank of Canada | 133,854 | $1.83M | 0.00% | +12,238+10.1% | Added |