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, Q1 2022
Institutional positions in MidCap Financial Investment Corp as of Mar 31, 2022. 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
- 127
- 0 vs. Q4 2021
- Shares held
- 19.3M
- −319.1K (−1.6%) vs. Q4 2021
- Total value
- $255.0M
- +$4.29M (+1.7%) vs. Q4 2021
- New holders
- 21
- 42 more added
- Sold out
- 21
- 32 more reduced
3 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding MidCap Financial Investment Corp; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| First Manhattan Co | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 65 | $1.00K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 73 | $1.00K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 67 | $1.00K | 0.00% | +65+3,250.0% | Added |
| Focused Wealth Management, Inc | 181 | $2.00K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 133 | $2.00K | 0.00% | +133 | New |
| Key Financial Inc | 150 | $2.00K | 0.00% | +150 | New |
| Proequities, Inc. | 256 | $3.00K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 252 | $3.00K | 0.00% | +44+21.2% | Added |
| 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 |
| Lindbrook Capital, LLC | 271 | $4.00K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 442 | $5.91K | 0.00% | +442 | New |
| Northwestern Mutual Wealth Management Co | 563 | $7.00K | 0.00% | −637−53.1% | Reduced |
| Geneos Wealth Management Inc. | 557 | $7.00K | 0.00% | −100−15.2% | Reduced |
| Covestor Ltd | 495 | $7.00K | 0.00% | +114+29.9% | Added |
| Wolff Wiese Magana LLC | 580 | $8.00K | 0.01% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 666 | $9.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 750 | $10.0K | 0.00% | −1,287−63.2% | Reduced |
| 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. | 856 | $11.0K | 0.01% | +20+2.4% | Added |
| Herold Advisors, Inc. | 833 | $11.0K | 0.00% | +833 | New |
| Central Trust Co | 1,000 | $13.0K | 0.00% | +1,000 | New |
| Cutler Group LP | 1,100 | $14.0K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 1,500 | $19.0K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,434 | $19.0K | 0.00% | +380+36.1% | Added |
| Carolinas Wealth Consulting LLC | 1,725 | $23.0K | 0.01% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,900 | $25.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 2,192 | $29.0K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 2,400 | $32.0K | 0.00% | −256,465−99.1% | Reduced |
| American Portfolios Advisors | 2,558 | $33.8K | 0.00% | +22+0.9% | Added |
| Tower Research Capital LLC (TRC) | 2,722 | $36.0K | 0.00% | +1,790+192.1% | Added |
| Parkside Financial Bank & Trust | 3,102 | $41.0K | 0.01% | +3,102 | New |
| Walleye Trading LLC | 4,235 | $56.0K | 0.00% | +4,235 | New |
| Umb Bank N A | 4,689 | $62.0K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 8,333 | $110.0K | 0.01% | 00.0% | Unchanged |
| Citizens Business Bank | 10,000 | $132.0K | 0.02% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 10,270 | $136.0K | 0.01% | +10,270 | New |
| National Asset Management, Inc. | 10,709 | $142.0K | 0.00% | +10,709 | New |
| Cambridge Investment Research Advisors, Inc. | 11,385 | $151.0K | 0.00% | +408+3.7% | Added |
| Snowden Capital Advisors LLC | 11,502 | $152.0K | 0.01% | +9,130+384.9% | Added |
| Caxton Associates LP | 11,520 | $152.0K | 0.01% | +11,520 | New |
| Two Sigma Securities, LLC | 11,723 | $155.0K | 0.02% | +11,723 | New |
| Northern Trust Corp | 11,906 | $157.0K | 0.00% | +11,906 | New |
| Advisory Services Network, LLC | 12,140 | $160.0K | 0.00% | +21+0.2% | Added |
| Hudson Valley Investment Advisors Inc | 12,500 | $165.0K | 0.02% | 00.0% | Unchanged |
| Pictet & Cie (Europe) SA | 12,495 | $165.0K | 0.01% | +333+2.7% | Added |
| Merit Financial Group, LLC | 14,000 | $185.0K | 0.01% | +14,000 | New |
| Hudson Portfolio Management LLC | 14,655 | $194.0K | 0.17% | −1,100−7.0% | Reduced |
| Peak Financial Advisors LLC | 15,180 | $201.0K | 0.17% | +2,347+18.3% | Added |
| Goldman Sachs Group Inc | 15,335 | $203.0K | 0.00% | +499+3.4% | Added |
| Wedbush Securities Inc | 15,948 | $211.0K | 0.01% | −1,450−8.3% | Reduced |
| Silver Oak Securities, Inc | 15,998 | $212.0K | 0.04% | +15,998 | New |
| Quantbot Technologies LP | 17,350 | $229.0K | 0.02% | +17,350 | New |
| Sequoia Financial Advisors, LLC | 17,390 | $230.0K | 0.01% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 20,002 | $264.0K | 0.00% | −666−3.2% | Reduced |
| US Bancorp | 21,026 | $278.0K | 0.00% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 22,184 | $293.0K | 0.00% | +1,676+8.2% | Added |
| Boothbay Fund Management, LLC | 23,031 | $304.0K | 0.01% | 00.0% | Unchanged |
| Cetera Investment Advisers | 23,940 | $316.0K | 0.00% | −5,313−18.2% | Reduced |
| Great West Life Assurance Co | 22,464 | $316.0K | 0.00% | +1,385+6.6% | Added |
| Onyx Bridge Wealth Group LLC | 24,816 | $319.0K | 0.12% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 24,418 | $323.0K | 0.00% | −6,928−22.1% | Reduced |
| Qube Research & Technologies Ltd | 24,613 | $325.0K | 0.00% | +24,613 | New |
| Retirement Guys Formula LLC | 24,706 | $327.0K | 0.22% | −4,563−15.6% | Reduced |
| Stifel Financial Corp | 24,896 | $329.0K | 0.00% | +1,330+5.6% | Added |
| Global Wealth Management Investment Advisory, Inc. | 26,669 | $353.0K | 0.11% | +4,186+18.6% | Added |
| IFP Advisors, Inc | 21,226 | $353.0K | 0.00% | +21,226 | New |
| Envestnet Asset Management Inc | 31,449 | $416.0K | 0.00% | −1,142−3.5% | Reduced |
| Sigma Planning Corp | 37,019 | $489.0K | 0.01% | −2,732−6.9% | Reduced |
| Evoke Wealth, LLC | 36,800 | $500.0K | 0.02% | 00.0% | Unchanged |
| Claybrook Capital, LLC | 40,837 | $540.0K | 0.27% | 00.0% | Unchanged |
| Infrastructure Capital Advisors, LLC | 41,277 | $546.0K | 0.08% | +41,277 | New |
| Bank of New York Mellon Corp | 41,627 | $550.0K | 0.00% | +41,627 | New |
| AE Wealth Management LLC | 41,676 | $551.0K | 0.00% | +2,589+6.6% | Added |
| Group One Trading, L.P. | 41,647 | $551.0K | 0.01% | +15,200+57.5% | Added |
| Mirae Asset Global Investments Co., Ltd. | 45,220 | $598.0K | 0.00% | +1,206+2.7% | Added |
| Centaurus Financial, Inc. | 45,621 | $603.0K | 0.05% | +22,396+96.4% | Added |
| Northeast Financial Consultants Inc | 46,666 | $617.0K | 0.04% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 50,376 | $666.0K | 0.01% | +8,101+19.2% | Added |
| Relative Value Partners Group, LLC | 51,666 | $702.0K | 0.05% | +51,666 | New |
| NTB Financial Corp | 53,630 | $709.0K | 0.51% | 00.0% | Unchanged |
| Royal Bank of Canada | 53,894 | $712.0K | 0.00% | −80,202−59.8% | Reduced |
| Raymond James & Associates | 58,812 | $777.0K | 0.00% | −11,357−16.2% | Reduced |
| D. E. Shaw & Co., Inc. | 59,326 | $785.0K | 0.00% | −40,897−40.8% | Reduced |
| Virtus ETF Advisers LLC | 60,137 | $795.0K | 0.36% | −847−1.4% | Reduced |
| International Assets Investment Management, LLC | 61,388 | $812.0K | 0.15% | +1,001+1.7% | Added |
| Rockefeller Capital Management L.P. | 63,869 | $844.0K | 0.00% | +1,257+2.0% | Added |
| Citadel Advisors LLC | 72,860 | $963.0K | 0.00% | +29,469+67.9% | Added |
| Hennion & Walsh Asset Management, Inc. | 72,868 | $963.0K | 0.05% | +41,752+134.2% | Added |
| HighTower Advisors, LLC | 74,171 | $967.0K | 0.00% | +11,037+17.5% | Added |
| Meridian Investment Counsel Inc. | 78,942 | $1.04M | 0.36% | +134+0.2% | Added |
| Cubic Asset Management, LLC | 81,935 | $1.08M | 0.25% | 00.0% | Unchanged |
| Condor Capital Management | 86,498 | $1.14M | 0.13% | +29,792+52.5% | Added |
| Mackenzie Financial Corp | 99,119 | $1.31M | 0.00% | +15,877+19.1% | Added |
| Wells Fargo & Company | 108,809 | $1.44M | 0.00% | −13,989−11.4% | Reduced |
| Arkadios Wealth Advisors | 117,696 | $1.56M | 0.20% | +64,206+120.0% | Added |