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, Q4 2021
Institutional positions in MidCap Financial Investment Corp as of Dec 31, 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
- 130
- +12 vs. Q3 2021
- Shares held
- 19.6M
- −312.6K (−1.6%) vs. Q3 2021
- Total value
- $251.0M
- −$7.77M (−3.0%) vs. Q3 2021
- New holders
- 25
- 39 more added
- Sold out
- 13
- 36 more reduced
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding MidCap Financial Investment Corp; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| First Manhattan Co | 5 | $0 | 0.00% | 00.0% | Unchanged |
| FMR LLC | 2 | $0 | 0.00% | +2 | New |
| Parallel Advisors, LLC | 9 | $0 | 0.00% | +9 | New |
| Barclays PLC | 65 | $1.00K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 73 | $1.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 51 | $1.00K | 0.00% | +51 | New |
| Gradient Investments LLC | 46 | $1.00K | 0.00% | +46 | New |
| Focused Wealth Management, Inc | 181 | $2.00K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 133 | $2.00K | 0.00% | +133 | New |
| Proequities, Inc. | 256 | $3.00K | 0.00% | −3,314−92.8% | Reduced |
| Lindbrook Capital, LLC | 271 | $3.00K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 208 | $3.00K | 0.00% | +108+108.0% | Added |
| Signet Financial Management, LLC | 241 | $3.00K | 0.00% | +241 | New |
| The PNC Financial Services Group, Inc. | 324 | $4.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 316 | $4.00K | 0.00% | 00.0% | Unchanged |
| Strategic Asset Management, LLC | 333 | $4.00K | 0.01% | 00.0% | Unchanged |
| TD Capital Management LLC | 300 | $4.00K | 0.00% | +200+200.0% | Added |
| Aquatic Capital Management LLC | 300 | $4.00K | 0.01% | +300 | New |
| CoreCap Advisors, LLC | 333 | $4.00K | 0.00% | +333 | New |
| Covestor Ltd | 381 | $5.00K | 0.01% | +381 | New |
| Wolff Wiese Magana LLC | 580 | $7.00K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 657 | $8.00K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 666 | $9.00K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 840 | $11.0K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 833 | $11.0K | 0.00% | 00.0% | Unchanged |
| McCarthy Asset Management, Inc. | 836 | $11.0K | 0.01% | +19+2.3% | Added |
| Tower Research Capital LLC (TRC) | 932 | $12.0K | 0.00% | −5,498−85.5% | Reduced |
| Confluence Wealth Services, Inc. | 1,000 | $12.0K | 0.00% | +1,000 | New |
| Signaturefd, LLC | 1,054 | $13.0K | 0.00% | −2,255−68.1% | Reduced |
| Cutler Group LP | 1,100 | $14.0K | 0.00% | −1,751−61.4% | Reduced |
| Fortitude Advisory Group L.L.C. | 1,152 | $15.0K | 0.01% | +1,152 | New |
| Northwestern Mutual Wealth Management Co | 1,200 | $16.0K | 0.00% | +1,142+1,969.0% | Added |
| Founders Capital Management | 1,500 | $19.0K | 0.01% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 1,552 | $20.0K | 0.00% | +233+17.7% | Added |
| Carolinas Wealth Consulting LLC | 1,725 | $23.0K | 0.01% | −1−0.1% | Reduced |
| Nisa Investment Advisors, LLC | 1,900 | $25.0K | 0.00% | −11,000−85.3% | Reduced |
| First Horizon Advisors, Inc. | 2,037 | $26.0K | 0.00% | +34+1.7% | Added |
| Whittier Trust Co | 2,192 | $28.0K | 0.00% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 2,372 | $30.0K | 0.00% | +2,372 | New |
| American Portfolios Advisors | 2,536 | $32.4K | 0.00% | −729−22.3% | Reduced |
| Umb Bank N A | 4,689 | $60.0K | 0.00% | +4,689 | New |
| Baldwin Brothers Inc | 8,333 | $107.0K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 8,832 | $113.0K | 0.01% | −8,354−48.6% | Reduced |
| Citizens Business Bank | 10,000 | $128.0K | 0.02% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 10,977 | $140.0K | 0.00% | −796−6.8% | Reduced |
| Wolverine Trading, LLC | 11,592 | $149.0K | 0.00% | +11,592 | New |
| Virtu Financial LLC | 11,930 | $153.0K | 0.02% | +11,930 | New |
| Advisory Services Network, LLC | 12,119 | $155.0K | 0.00% | +20+0.2% | Added |
| Pictet & Cie (Europe) SA | 12,162 | $156.0K | 0.01% | +317+2.7% | Added |
| NinePointTwo Capital | 12,285 | $157.0K | 0.05% | +724+6.3% | Added |
| Hudson Valley Investment Advisors Inc | 12,500 | $160.0K | 0.03% | 00.0% | Unchanged |
| Peak Financial Advisors LLC | 12,833 | $164.0K | 0.13% | +2,521+24.4% | Added |
| Biltmore Capital Advisors LLC | 13,000 | $166.0K | 0.03% | −14,000−51.9% | Reduced |
| Valeo Financial Advisors, LLC | 13,900 | $178.0K | 0.01% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 14,033 | $179.0K | 0.02% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 14,836 | $190.0K | 0.00% | −13,815−48.2% | Reduced |
| Hudson Portfolio Management LLC | 15,755 | $201.0K | 0.18% | 00.0% | Unchanged |
| Jane Street Group, LLC | 16,663 | $213.0K | 0.00% | +16,663 | New |
| Sequoia Financial Advisors, LLC | 17,390 | $222.0K | 0.01% | +17,390 | New |
| Wedbush Securities Inc | 17,398 | $223.0K | 0.01% | −666−3.7% | Reduced |
| Guggenheim Capital LLC | 20,508 | $262.0K | 0.00% | −27,204−57.0% | Reduced |
| Janney Montgomery Scott LLC | 20,668 | $264.0K | 0.00% | +751+3.8% | Added |
| Great West Life Assurance Co | 21,079 | $269.0K | 0.00% | −647−3.0% | Reduced |
| US Bancorp | 21,026 | $269.0K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 22,483 | $288.0K | 0.09% | +4,432+24.6% | Added |
| Boothbay Fund Management, LLC | 23,031 | $295.0K | 0.01% | +8,428+57.7% | Added |
| Centaurus Financial, Inc. | 23,225 | $297.0K | 0.02% | 00.0% | Unchanged |
| Stifel Financial Corp | 23,566 | $301.0K | 0.00% | −45−0.2% | Reduced |
| Onyx Bridge Wealth Group LLC | 24,816 | $324.0K | 0.11% | −2,500−9.2% | Reduced |
| Group One Trading, L.P. | 26,447 | $338.0K | 0.01% | +15,959+152.2% | Added |
| Confluence Investment Management LLC | 28,266 | $362.0K | 0.00% | −874−3.0% | Reduced |
| Cetera Investment Advisers | 29,253 | $374.0K | 0.01% | +29,253 | New |
| Retirement Guys Formula LLC | 29,269 | $375.0K | 0.30% | +29,269 | New |
| Hennion & Walsh Asset Management, Inc. | 31,116 | $398.0K | 0.02% | +31,116 | New |
| Susquehanna International Group, LLP | 31,346 | $401.0K | 0.00% | −279,247−89.9% | Reduced |
| ExodusPoint Capital Management, LP | 32,253 | $413.0K | 0.01% | +14,381+80.5% | Added |
| Envestnet Asset Management Inc | 32,591 | $417.0K | 0.00% | +32,591 | New |
| Jump Financial, LLC | 34,299 | $438.0K | 0.03% | +34,299 | New |
| Evoke Wealth, LLC | 36,800 | $484.0K | 0.02% | 00.0% | Unchanged |
| AE Wealth Management LLC | 39,087 | $500.0K | 0.00% | +17,312+79.5% | Added |
| Sigma Planning Corp | 39,751 | $508.0K | 0.01% | +1,855+4.9% | Added |
| Claybrook Capital, LLC | 40,837 | $522.0K | 0.25% | +14,237+53.5% | Added |
| D.A. Davidson & Co. | 42,275 | $541.0K | 0.01% | +7,576+21.8% | Added |
| Citadel Advisors LLC | 43,391 | $555.0K | 0.00% | −96,640−69.0% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 44,014 | $563.0K | 0.00% | +14,726+50.3% | Added |
| Northeast Financial Consultants Inc | 46,666 | $597.0K | 0.04% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 53,490 | $684.0K | 0.09% | 00.0% | Unchanged |
| NTB Financial Corp | 53,630 | $686.0K | 0.48% | +53,630 | New |
| Condor Capital Management | 56,706 | $725.0K | 0.08% | −4,398−7.2% | Reduced |
| International Assets Investment Management, LLC | 60,387 | $772.0K | 0.13% | −798−1.3% | Reduced |
| Virtus ETF Advisers LLC | 60,984 | $780.0K | 0.29% | −3,768−5.8% | Reduced |
| Rockefeller Capital Management L.P. | 62,612 | $800.0K | 0.00% | +1,270+2.1% | Added |
| HighTower Advisors, LLC | 63,134 | $806.0K | 0.00% | +24,406+63.0% | Added |
| Raymond James & Associates | 70,169 | $897.0K | 0.00% | +21,760+45.0% | Added |
| Advisors Asset Management, Inc. | 71,595 | $915.7K | 0.01% | −24,855−25.8% | Reduced |
| Meridian Investment Counsel Inc. | 78,808 | $1.01M | 0.33% | −2,833−3.5% | Reduced |
| Cubic Asset Management, LLC | 81,935 | $1.05M | 0.24% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 83,242 | $1.06M | 0.00% | +201+0.2% | Added |
| D. E. Shaw & Co., Inc. | 100,223 | $1.28M | 0.00% | −191,935−65.7% | Reduced |
| Benefit Street Partners LLC | 100,540 | $1.29M | 0.43% | 00.0% | Unchanged |