Skip to main content

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, Q3 2022

Institutional positions in MidCap Financial Investment Corp as of Sep 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
+1 vs. Q2 2022
Shares held
18.8M
+738.2K (+4.1%) vs. Q2 2022
Total value
$191.7M
−$2.51M (−1.3%) vs. Q2 2022
New holders
19
39 more added
Sold out
18
38 more reduced

1 institution that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 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 heldQ3 2022: $191.7M
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, Q3 2022

Shares, value and share of portfolio for each institution holding MidCap Financial Investment Corp; share changes are against Q2 2022.

Institutions holding MFIC in Q3 2022
InstitutionSharesValue% of portfolioChange in sharesAction
First Manhattan Co5$00.00%00.0%Unchanged
FMR LLC1$00.00%+1New
Dark Forest Capital Management LP2$00.00%+2New
Parallel Advisors, LLC87$1.00K0.00%−216−71.3%Reduced
Barclays PLC65$1.00K0.00%00.0%Unchanged
Investors Research Corp73$1.00K0.00%00.0%Unchanged
Goodwin Investment Advisory116$1.00K0.00%+116New
Focused Wealth Management, Inc181$2.00K0.00%00.0%Unchanged
Key Financial Inc150$2.00K0.00%00.0%Unchanged
Strategic Asset Management, LLC333$3.00K0.01%00.0%Unchanged
Asset Dedication, LLC316$3.00K0.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC252$3.00K0.00%00.0%Unchanged
Lindbrook Capital, LLC320$3.00K0.00%00.0%Unchanged
Quadrant Capital Group LLC320$3.00K0.00%+320New
The PNC Financial Services Group, Inc.324$4.00K0.00%00.0%Unchanged
Wolff Wiese Magana LLC580$6.00K0.00%00.0%Unchanged
Highlander Capital Management, LLC666$7.00K0.00%00.0%Unchanged
First Horizon Advisors, Inc.750$8.00K0.00%00.0%Unchanged
Kistler-Tiffany Companies, LLC840$9.00K0.00%00.0%Unchanged
Wipfli Financial Advisors LLC,828$9.00K0.00%+828New
Tower Research Capital LLC (TRC)1,015$10.0K0.00%−10,583−91.2%Reduced
JPMorgan Chase & Co1,000$10.0K0.00%−5,925−85.6%Reduced
Central Trust Co1,000$10.0K0.00%00.0%Unchanged
Quantbot Technologies LP1,100$11.0K0.00%−11,258−91.1%Reduced
Northwestern Mutual Wealth Management Co1,063$11.0K0.00%+500+88.8%Added
Nomura Asset Management Co Ltd1,386$14.2K0.00%+705+103.5%Added
Founders Capital Management1,500$15.0K0.01%00.0%Unchanged
Signaturefd, LLC1,808$18.0K0.00%+174+10.6%Added
Whittier Trust Co2,192$22.0K0.00%00.0%Unchanged
Umb Bank N A2,530$26.0K0.00%−2,159−46.0%Reduced
American Portfolios Advisors2,607$26.6K0.00%+27+1.0%Added
Parkside Financial Bank & Trust3,262$33.0K0.01%+88+2.8%Added
Baldwin Brothers Inc8,333$85.0K0.01%00.0%Unchanged
Harbour Investments, Inc.8,832$95.0K0.01%00.0%Unchanged
Citizens Business Bank10,000$102.0K0.02%00.0%Unchanged
Cambridge Investment Research Advisors, Inc.10,530$108.0K0.00%−990−8.6%Reduced
Sequoia Financial Advisors, LLC11,184$114.0K0.00%00.0%Unchanged
Fox Run Management, L.L.C.11,338$116.0K0.05%+11,338New
Snowden Capital Advisors LLC11,502$117.0K0.01%00.0%Unchanged
Independent Financial Group, LLC11,600$118.6K0.01%+11,600New
Wedbush Securities Inc12,743$130.0K0.01%−2,539−16.6%Reduced
Goldman Sachs Group Inc12,915$132.0K0.00%−4,449−25.6%Reduced
Advisory Services Network, LLC12,950$132.0K0.00%+459+3.7%Added
Hudson Valley Investment Advisors Inc13,000$133.0K0.02%00.0%Unchanged
Pictet & Cie (Europe) SA13,246$135.4K0.01%+411+3.2%Added
Schonfeld Strategic Advisors LLC13,500$138.0K0.00%+13,500New
Y-Intercept (Hong Kong) Ltd13,553$138.5K0.01%+13,553New
Essex Financial Services, Inc.14,000$143.0K0.02%+14,000New
Balyasny Asset Management LLC14,401$147.0K0.00%+14,401New
Wolverine Trading, LLC15,005$154.0K0.01%−1,948−11.5%Reduced
Eagle Global Advisors LLC15,060$154.0K0.01%+15,060New
Group One Trading, L.P.16,222$166.0K0.01%+775+5.0%Added
Retirement Guys Formula LLC17,730$181.0K0.19%−6,084−25.5%Reduced
SEI Investments Co18,059$185.0K0.00%+439+2.5%Added
Mirae Asset Global Investments Co., Ltd.18,178$186.0K0.00%−28,275−60.9%Reduced
Janney Montgomery Scott LLC20,264$207.0K0.00%−1,784−8.1%Reduced
US Bancorp21,026$214.0K0.00%−333−1.6%Reduced
Virtu Financial LLC21,856$223.0K0.02%+21,856New
Guggenheim Capital LLC22,118$226.0K0.00%−1,060−4.6%Reduced
Centaurus Financial, Inc.22,109$226.0K0.02%00.0%Unchanged
Onyx Bridge Wealth Group LLC21,951$230.0K0.10%−2,665−10.8%Reduced
Merit Financial Group, LLC24,133$247.0K0.01%+9,133+60.9%Added
Marshall Wace, LLP26,684$273.0K0.00%+26,684New
BNP Paribas Arbitrage, SA31,123$318.1K0.00%+26,323+548.4%Added
IFP Advisors, Inc21,226$353.0K0.01%00.0%Unchanged
Global Wealth Management Investment Advisory, Inc.35,572$364.0K0.13%+3,961+12.5%Added
HRT Financial LP37,159$379.0K0.00%+37,159New
Jump Financial, LLC37,300$381.0K0.01%−6,600−15.0%Reduced
Bank of New York Mellon Corp37,373$382.0K0.00%+20.0%Added
Evoke Wealth, LLC36,800$388.0K0.02%00.0%Unchanged
Virtus ETF Advisers LLC41,248$422.0K0.17%−22,363−35.2%Reduced
Stifel Financial Corp43,494$445.0K0.00%+18,598+74.7%Added
Northeast Financial Consultants Inc43,733$447.0K0.03%−2,933−6.3%Reduced
Sigma Planning Corp44,023$450.0K0.02%+2,954+7.2%Added
Claybrook Capital, LLC44,137$451.0K0.29%+3,300+8.1%Added
M Holdings Securities, Inc.45,391$464.0K0.05%+31,843+235.0%Added
Mackenzie Financial Corp45,844$469.0K0.00%−16,223−26.1%Reduced
Caxton Associates LP46,133$471.0K0.08%+46,133New
Royal Bank of Canada47,325$484.0K0.00%−11,748−19.9%Reduced
Rockefeller Capital Management L.P.61,136$624.0K0.00%−2,681−4.2%Reduced
Jane Street Group, LLC63,440$649.0K0.00%+44,769+239.8%Added
International Assets Investment Management, LLC64,239$657.0K0.14%+2,934+4.8%Added
Raymond James & Associates67,890$694.0K0.00%+8,451+14.2%Added
Hennion & Walsh Asset Management, Inc.69,780$713.0K0.05%−453−0.6%Reduced
Activest Wealth Management71,950$735.0K0.24%+71,950New
D.A. Davidson & Co.76,300$780.0K0.01%+3,579+4.9%Added
AE Wealth Management LLC76,541$782.0K0.01%+40,231+110.8%Added
Cubic Asset Management, LLC79,564$813.0K0.24%−1,711−2.1%Reduced
HighTower Advisors, LLC82,663$845.0K0.00%+9,040+12.3%Added
Meridian Investment Counsel Inc.83,509$853.0K0.38%+3,900+4.9%Added
Great West Life Assurance Co88,654$903.0K0.00%+17,778+25.1%Added
LPL Financial LLC94,761$968.0K0.00%+1,631+1.8%Added
Wells Fargo & Company99,840$1.02M0.00%−1,147−1.1%Reduced
DnB Asset Management AS116,083$1.19M0.01%+577+0.5%Added
UBS Group AG116,403$1.19M0.00%−39,274−25.2%Reduced
McKinley Capital Management LLC /Delaware122,991$1.26M0.17%−4,126−3.2%Reduced
Winton Group Ltd125,711$1.28M0.08%−36,790−22.6%Reduced
Condor Capital Management126,949$1.30M0.17%+1,037+0.8%Added
Camelot Portfolios, LLC130,067$1.33M1.25%−37,724−22.5%Reduced
Arkadios Wealth Advisors144,659$1.48M0.22%+6,519+4.7%Added