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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 2022

Institutional positions in MidCap Financial Investment Corp as of Jun 30, 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
124
−3 vs. Q1 2022
Shares held
18.1M
−1.22M (−6.3%) vs. Q1 2022
Total value
$194.8M
−$60.2M (−23.6%) vs. Q1 2022
New holders
15
43 more added
Sold out
18
31 more reduced

Compare with Q1 2022: 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.

Institutional holdersQ2 2022: 124 institutions
Q1 2021: 130 institutionsQ2 2021: 125 institutionsQ3 2021: 118 institutionsQ4 2021: 130 institutionsQ1 2022: 127 institutionsQ2 2022: 124 institutionsQ3 2022: 124 institutionsQ4 2022: 134 institutionsQ1 2023: 124 institutionsQ2 2023: 118 institutionsQ3 2023: 118 institutionsQ4 2023: 125 institutionsQ1 2024: 127 institutionsQ2 2024: 128 institutionsQ3 2024: 177 institutionsQ4 2024: 173 institutionsQ1 2025: 169 institutionsQ2 2025: 170 institutionsQ3 2025: 174 institutionsQ4 2025: 192 institutionsQ1 2026: 176 institutionsQ2 2026: 169 institutions
Value heldQ2 2022: $194.8M
Q1 2021: $299.8MQ2 2021: $292.0MQ3 2021: $258.8MQ4 2021: $251.0MQ1 2022: $255.0MQ2 2022: $194.8MQ3 2022: $191.7MQ4 2022: $215.6MQ1 2023: $212.8MQ2 2023: $228.5MQ3 2023: $253.2MQ4 2023: $257.0MQ1 2024: $295.3MQ2 2024: $288.4MQ3 2024: $339.3MQ4 2024: $351.5MQ1 2025: $357.5MQ2 2025: $364.7MQ3 2025: $350.5MQ4 2025: $362.5MQ1 2026: $357.7MQ2 2026: $320.6M
Institutions holding MFIC and their total value by quarter
QuarterHoldersValue
Q2 2026169$320.6M
Q1 2026176$357.7M
Q4 2025192$362.5M
Q3 2025174$350.5M
Q2 2025170$364.7M
Q1 2025169$357.5M
Q4 2024173$351.5M
Q3 2024177$339.3M
Q2 2024128$288.4M
Q1 2024127$295.3M
Q4 2023125$257.0M
Q3 2023118$253.2M
Q2 2023118$228.5M
Q1 2023124$212.8M
Q4 2022134$215.6M
Q3 2022124$191.7M
Q2 2022124$194.8M
Q1 2022127$255.0M
Q4 2021130$251.0M
Q3 2021118$258.8M
Q2 2021125$292.0M
Q1 2021130$299.8M

Institutions, Q2 2022

Shares, value and share of portfolio for each institution holding MidCap Financial Investment Corp; share changes are against Q1 2022.

Institutions holding MFIC in Q2 2022
InstitutionSharesValue% of portfolioChange in sharesAction
UBS Group AG155,677$1.68M0.00%−22,163−12.5%Reduced
Winton Group Ltd162,501$1.75M0.09%+16,907+11.6%Added
Camelot Portfolios, LLC167,791$1.81M1.09%−5,929−3.4%Reduced
Ameriprise Financial Inc169,720$1.83M0.00%+16,473+10.7%Added
LSV Asset Management171,932$1.85M0.00%00.0%Unchanged
Millennium Management LLC181,145$1.95M0.00%+181,145New
Bank of America Corp181,588$1.96M0.00%+169+0.1%Added
Citadel Advisors LLC189,728$2.04M0.00%+116,868+160.4%Added
Clear Harbor Asset Management, LLC191,855$2.07M0.28%00.0%Unchanged
Commonwealth Equity Services, LLC268,415$2.89M0.01%+7,482+2.9%Added
Muzinich & Co., Inc.291,235$3.14M2.65%−31,001−9.6%Reduced
Sumitomo Mitsui Trust Holdings, Inc.291,235$3.14M0.00%−31,001−9.6%Reduced
Legal & General Group Plc374,829$4.04M0.00%+25,730+7.4%Added
Advisor Group Holdings, Inc.380,319$4.10M0.01%+31,548+9.0%Added
Two Sigma Investments, LP460,793$4.96M0.02%−187,216−28.9%Reduced
BlackRock Inc.475,803$5.13M0.00%+56,002+13.3%Added
Two Sigma Advisers, LP603,220$6.50M0.02%−22,567−3.6%Reduced
Morgan Stanley726,243$7.82M0.00%−574−0.1%Reduced
Van Eck Associates Corp913,575$9.84M0.03%−569,761−38.4%Reduced
Invesco Ltd.1,088,087$11.7M0.00%+99,719+10.1%Added
Allspring Global Investments Holdings, LLC2,309,324$24.9M0.04%+6850.0%Added
Apollo Management Holdings, L.P.2,667,650$28.7M0.23%00.0%Unchanged
Thornburg Investment Management Inc2,937,783$31.6M0.48%00.0%Unchanged
HBC Financial Services, PLLC12,540––−269−2.1%Reduced
Arete Wealth Advisors, LLC0$00.00%−385,662−100.0%Sold out
Marshall Wace, LLP0$00.00%−262,070−100.0%Sold out
Envestnet Asset Management Inc0$00.00%−31,449−100.0%Sold out
Cetera Investment Advisers0$00.00%−23,940−100.0%Sold out
Peak Financial Advisors LLC0$00.00%−15,180−100.0%Sold out
Hudson Portfolio Management LLC0$00.00%−14,655−100.0%Sold out
Two Sigma Securities, LLC0$00.00%−11,723−100.0%Sold out
Caxton Associates LP0$00.00%−11,520−100.0%Sold out
IHT Wealth Management, LLC0$00.00%−10,270−100.0%Sold out
Walleye Trading LLC0$00.00%−4,235−100.0%Sold out
Nisa Investment Advisors, LLC0$00.00%−1,900−100.0%Sold out
Cutler Group LP0$00.00%−1,100−100.0%Sold out
Herold Advisors, Inc.0$00.00%−833−100.0%Sold out
Bedel Financial Consulting, Inc.0$00.00%−833−100.0%Sold out
McCarthy Asset Management, Inc.0$00.00%−856−100.0%Sold out
Rockbridge Investment Management, LCC0$00.00%−442−100.0%Sold out
Money Concepts Capital Corp0$00.00%−133−100.0%Sold out
FMR LLC0$00.00%−67−100.0%Sold out