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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, Q1 2023

Institutional positions in MidCap Financial Investment Corp as of Mar 31, 2023. 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
−7 vs. Q4 2022
Shares held
18.7M
−177.6K (−0.9%) vs. Q4 2022
Total value
$212.8M
−$2.05M (−1.0%) vs. Q4 2022
New holders
9
48 more added
Sold out
16
32 more reduced

3 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2023: 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 heldQ1 2023: $212.8M
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, Q1 2023

Shares, value and share of portfolio for each institution holding MidCap Financial Investment Corp; share changes are against Q4 2022.

Institutions holding MFIC in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Ameriprise Financial Inc190,735$2.17M0.00%−1,641−0.9%Reduced
Advisor Group Holdings, Inc.195,717$2.23M0.00%−26,368−11.9%Reduced
Goldman Sachs Group Inc204,082$2.33M0.00%+102,888+101.7%Added
Sumitomo Mitsui Trust Holdings, Inc.210,207$2.40M0.00%−37,350−15.1%Reduced
Muzinich & Co., Inc.210,207$2.40M2.07%−37,350−15.1%Reduced
Millennium Management LLC238,892$2.72M0.00%+135,951+132.1%Added
Two Sigma Investments, LP245,789$2.80M0.01%−112,331−31.4%Reduced
Clear Harbor Asset Management, LLC257,370$2.93M0.30%+5,000+2.0%Added
Commonwealth Equity Services, LLC259,338$2.96M0.01%+45,714+21.4%Added
Two Sigma Advisers, LP281,720$3.21M0.01%−80,500−22.2%Reduced
Neuberger Berman Group LLC292,844$3.34M0.00%+17,197+6.2%Added
Bank of America Corp351,613$4.01M0.00%+115,699+49.0%Added
BlackRock Inc.376,007$4.29M0.00%−214,930−36.4%Reduced
Northern Right Capital Management, L.P.442,440$5.04M2.55%+13,177+3.1%Added
Legal & General Group Plc445,965$5.09M0.00%+18,247+4.3%Added
Arete Wealth Advisors, LLC454,710$5.18M0.42%+15,340+3.5%Added
Morgan Stanley849,733$9.69M0.00%+78,517+10.2%Added
Invesco Ltd.903,998$10.3M0.00%+28,950+3.3%Added
Van Eck Associates Corp951,558$10.8M0.02%+61,713+6.9%Added
Allspring Global Investments Holdings, LLC2,326,913$26.5M0.04%+7,122+0.3%Added
Apollo Management Holdings, L.P.2,490,220$28.4M0.27%−126,789−4.8%Reduced
Thornburg Investment Management Inc2,937,783$33.5M0.55%00.0%Unchanged
Resources Management Corp68––+68New
HBC Financial Services, PLLC11,760––−52−0.4%Reduced
Activest Wealth Management0$00.00%−71,950−100.0%Sold out
Jump Financial, LLC0$00.00%−35,300−100.0%Sold out
Merit Financial Group, LLC0$00.00%−30,137−100.0%Sold out
Rivernorth Capital Management, LLC0$00.00%−14,670−100.0%Sold out
Aquatic Capital Management LLC0$00.00%−14,700−100.0%Sold out
BNP Paribas Arbitrage, SA0$00.00%−14,128−100.0%Sold out
Wolverine Trading, LLC0$00.00%−13,928−100.0%Sold out
Trexquant Investment LP0$00.00%−11,354−100.0%Sold out
Simplex Trading, LLC0$00.00%−10,560−100.0%Sold out
Virtu Financial LLC0$00.00%−10,453−100.0%Sold out
Raymond James Financial Services Advisors, Inc.0$00.00%−10,085−100.0%Sold out
Citizens Business Bank0$00.00%−10,000−100.0%Sold out
Central Trust Co0$00.00%−1,000−100.0%Sold out
Umb Bank N A0$00.00%−333−100.0%Sold out
Money Concepts Capital Corp0$00.00%−133−100.0%Sold out
Goodwin Investment Advisory0$00.00%−116−100.0%Sold out
Panoramic Investment Advisors, LLC––––Not filed
Jenkins Wealth––––Not filed
CoreCap Advisors, LLC––––Not filed