MidCap Financial Investment Corp

MFIC

Exchange: Nasdaq
SEC CIK: 0001278752

SEC filings (opens in a new tab)

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

Q3 2024 vs. Q2 2024

How the institutions holding MidCap Financial Investment Corp changed between Q2 2024 and Q3 2024.

All holders in Q3 2024 All holders in Q2 2024

13F holders of MFIC: Q2 2024 compared with Q3 2024
Measure	Q2 2024	Of which not filed for Q3 2024	Q3 2024	Change
Holders	128	2	177	+51
Shares	19.1M	413.3K	25.6M	+6.95M (+37.2%)
Value	$288.4M	$6.26M	$339.3M	+$57.2M (+20.3%)

2 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (65)

Institutions that held MidCap Financial Investment Corp at the end of Q3 2024 but not at the end of Q2 2024.

Institutions new to MFIC in Q3 2024
Institution	Shares	Value	% of portfolio
Foundations Investment Advisors, LLC	311,566	$4.17M	0.09%
Ares Management LLC	310,000	$4.15M	0.12%
BlackRock, Inc.	305,021	$4.08M	0.00%
Next Capital Management LLC	187,880	$2.66M	1.09%
Alpine Global Management, LLC	191,300	$2.56M	0.62%
Denali Advisors LLC	100,399	$1.34M	0.14%
Atom Investors LP	93,741	$1.26M	0.13%
Callodine Capital Management, LP	93,112	$1.25M	0.26%
FJ Capital Management LLC	92,316	$1.24M	0.13%
Confluence Investment Management LLC	88,078	$1.18M	0.02%
Capital Investment Advisors, LLC	85,745	$1.15M	0.02%
Stephens Inc	83,491	$1.12M	0.02%
Almitas Capital LLC	71,953	$963.5K	0.34%
Trexquant Investment LP	63,743	$853.5K	0.01%
Panoramic Investment Advisors, LLC	53,630	$718.1K	0.50%
Kovitz Investment Group Partners, LLC	51,666	$691.8K	0.00%
J.W. Cole Advisors, Inc.	46,881	$627.7K	0.03%
Schonfeld Strategic Advisors LLC	46,400	$621.3K	0.01%
TCFG Wealth Management, LLC	41,656	$557.8K	0.28%
Evoke Wealth, LLC	36,800	$492.8K	0.01%
Jane Street Group, LLC	35,033	$469.1K	0.00%
Resources Investment Advisors, LLC.	31,939	$427.7K	0.00%
Envestnet Asset Management Inc	30,261	$405.2K	0.00%
Northern Trust Corp	28,736	$384.8K	0.00%
Credit Agricole S A	27,505	$368.3K	0.00%
Quantbot Technologies LP	26,190	$350.7K	0.01%
Everstar Asset Management, LLC	24,650	$330.1K	0.23%
Dynamic Technology Lab Private Ltd	22,939	$307.0K	0.03%
Wedbush Securities Inc	22,512	$301.0K	0.01%
Walled Lake Planning & Wealth Management, LLC	22,271	$298.2K	0.11%
Capital Advisory Group Advisory Services, LLC	21,617	$289.5K	0.12%
Tyche Wealth Partners LLC	21,228	$284.2K	0.06%
Kestra Advisory Services, LLC	21,185	$283.7K	0.00%
Private Advisor Group, LLC	20,170	$270.1K	0.00%
Capital Market Strategies LLC	18,276	$244.7K	0.15%
BNP Paribas Arbitrage, SA	17,747	$237.6K	0.00%
Ausdal Financial Partners, Inc.	17,651	$236.3K	0.02%
Paloma Partners Management Co	17,512	$234.5K	0.01%
Raymond James Financial Services Advisors, Inc.	16,800	$225.0K	0.00%
Regions Financial Corp	15,000	$200.8K	0.00%
Cambridge Investment Research Advisors, Inc.	14,859	$199.0K	0.00%
Nottingham Advisors, Inc.	14,228	$190.5K	0.02%
Nebula Research & Development LLC	13,925	$186.5K	0.02%
Melfa Wealth Management, LLC	13,718	$183.7K	0.12%
Orrstown Financial Services Inc	13,640	$182.6K	0.05%
Bessemer Group Inc	13,216	$177.0K	0.00%
Redmont Wealth Advisors LLC	13,054	$174.8K	0.27%
Williams Jones Wealth Management, LLC.	12,810	$171.5K	0.00%
Astoria Portfolio Advisors LLC.	12,586	$168.8K	0.06%
Sovereign Financial Group, Inc.	12,079	$161.7K	0.04%
Mariner, LLC	11,043	$147.9K	0.00%
Westchester Capital Management, LLC	7,702	$103.1K	0.00%
Anfield Capital Management, LLC	5,417	$72.5K	0.03%
Anchor Investment Management, LLC	2,577	$34.5K	0.00%
FinTrust Capital Advisors, LLC	2,487	$33.3K	0.01%
GPS Wealth Strategies Group, LLC	2,279	$30.5K	0.00%
Ransom Advisory, Ltd	2,148	$28.8K	0.01%
Tower Research Capital LLC (TRC)	2,021	$27.1K	0.00%
Eastern Bank	1,800	$24.1K	0.00%
Cape Investment Advisory, Inc.	1,784	$23.9K	0.01%
Allworth Financial LP	859	$11.5K	0.00%
Sterling Capital Management LLC	649	$8.69K	0.00%
Larson Financial Group LLC	393	$5.26K	0.00%
Jaffetilchin Investment Partners, LLC	71	$946	0.00%
Danske Bank A/S	3	$40	0.00%

Sold out (14)

Institutions that held MidCap Financial Investment Corp at the end of Q2 2024 and filed for Q3 2024 without it.

Institutions that sold out of MFIC in Q3 2024
Institution	Shares, Q2 2024	Value, Q2 2024
Northern Right Capital Management, L.P.	435,536	$6.59M
Redhawk Wealth Advisors, Inc.	38,144	$577.5K
Virtu Financial LLC	19,968	$302.0K
Brevan Howard Capital Management LP	12,744	$192.9K
Mercer Global Advisors Inc	10,706	$162.1K
Register Financial Advisors LLC	7,585	$114.8K
Lazard Asset Management LLC	6,194	$93.0K
Brown Brothers Harriman & Co	5,351	$81.0K
Catalyst Funds Management Pty Ltd	2,200	$33.3K
Simplex Trading, LLC	823	$12.0K
Plante Moran Financial Advisors, LLC	507	$7.68K
DT Investment Partners, LLC	196	$2.97K
Redwood Wealth Management Group, LLC	193	$2.92K
Strategic Financial Concepts, LLC	54,004	–

Not filed for Q3 2024 yet (2)

Institutions that held MidCap Financial Investment Corp at the end of Q2 2024 and haven't filed a 13F for Q3 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding MFIC in Q2 2024 that haven't filed for Q3 2024
Institution	Shares, Q2 2024	Value, Q2 2024
BlackRock Inc.	310,511	$4.70M
McKinley Capital Management LLC /Delaware	102,741	$1.56M