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, Q4 2024
Institutional positions in MidCap Financial Investment Corp as of Dec 31, 2024. 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
- 173
- 0 vs. Q3 2024
- Shares held
- 26.0M
- +489.3K (+1.9%) vs. Q3 2024
- Total value
- $351.5M
- +$13.3M (+3.9%) vs. Q3 2024
- New holders
- 26
- 69 more added
- Sold out
- 26
- 49 more reduced
4 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2024: 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, Q4 2024
Shares, value and share of portfolio for each institution holding MidCap Financial Investment Corp; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Frazier Financial Advisors, LLC | 0 | $7 | 0.00% | 0 | Unchanged |
| RE Dickinson Investment Advisors, LLC | 6 | $100 | 0.00% | +6 | New |
| TD Waterhouse Canada Inc. | 8 | $108 | 0.00% | +8 | New |
| Lindbrook Capital, LLC | 38 | $513 | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 58 | $782 | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 65 | $877 | 0.00% | −123,569−99.9% | Reduced |
| WPG Advisers, LLC | 140 | $1.89K | 0.00% | +140 | New |
| Key Financial Inc | 150 | $2.02K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 299 | $4.03K | 0.00% | +299 | New |
| Asset Dedication, LLC | 316 | $4.26K | 0.00% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $6.43K | 0.00% | – | – |
| Hantz Financial Services, Inc. | 500 | $7.00K | 0.00% | +300+150.0% | Added |
| Aventura Private Wealth, LLC | 548 | $7.39K | 0.00% | +548 | New |
| Transcendent Capital Group LLC | 596 | $8.04K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 649 | $8.76K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 719 | $9.70K | 0.00% | −977−57.6% | Reduced |
| POM Investment Strategies, LLC | 827 | $11.2K | 0.01% | +827 | New |
| Acadian Asset Management LLC | 990 | $13.0K | 0.00% | +796+410.3% | Added |
| NCP Inc. | 1,012 | $13.7K | 0.01% | +27+2.7% | Added |
| GPS Wealth Strategies Group, LLC | 1,079 | $14.6K | 0.00% | −1,200−52.7% | Reduced |
| Group One Trading, L.P. | 1,200 | $16.2K | 0.00% | −826−40.8% | Reduced |
| Transce3nd, LLC | 1,471 | $19.8K | 0.01% | +1,471 | New |
| IFP Advisors, Inc | 1,500 | $20.2K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 1,500 | $20.2K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,732 | $23.4K | 0.00% | −6,300−78.4% | Reduced |
| Cape Investment Advisory, Inc. | 1,784 | $24.1K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,067 | $27.9K | 0.00% | +46+2.3% | Added |
| Ransom Advisory, Ltd | 2,148 | $29.0K | 0.01% | 00.0% | Unchanged |
| Activest Wealth Management | 2,266 | $30.6K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 2,577 | $34.8K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 2,558 | $35.0K | 0.00% | +1,699+197.8% | Added |
| Signaturefd, LLC | 2,688 | $36.3K | 0.00% | +415+18.3% | Added |
| Citadel Advisors LLC | 2,695 | $36.4K | 0.00% | +2,695 | New |
| The PNC Financial Services Group, Inc. | 3,042 | $41.0K | 0.00% | −1,278−29.6% | Reduced |
| Bessemer Group Inc | 3,304 | $45.0K | 0.00% | −9,912−75.0% | Reduced |
| CIBC Private Wealth Group, LLC | 3,675 | $48.3K | 0.00% | −2,378−39.3% | Reduced |
| Access Investment Management LLC | 4,000 | $54.0K | 0.02% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 4,439 | $59.9K | 0.00% | +200+4.7% | Added |
| Citigroup Inc | 5,192 | $70.0K | 0.00% | +1,115+27.3% | Added |
| Security National Bank | 5,551 | $74.9K | 0.01% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 5,879 | $79.3K | 0.03% | +462+8.5% | Added |
| Harbour Investments, Inc. | 6,409 | $86.5K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 6,728 | $90.8K | 0.00% | +4,793+247.7% | Added |
| Parkside Financial Bank & Trust | 6,866 | $92.6K | 0.01% | +185+2.8% | Added |
| Westchester Capital Management, LLC | 7,702 | $103.9K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 8,881 | $119.8K | 0.00% | −387−4.2% | Reduced |
| BNP Paribas Arbitrage, SA | 10,009 | $135.0K | 0.00% | −7,738−43.6% | Reduced |
| Essex Financial Services, Inc. | 10,161 | $137.1K | 0.01% | +50.0% | Added |
| HB Wealth Management, LLC | 10,532 | $142.1K | 0.00% | +203+2.0% | Added |
| Nebula Research & Development LLC | 10,857 | $146.5K | 0.02% | −3,068−22.0% | Reduced |
| Private Advisor Group, LLC | 10,869 | $146.6K | 0.00% | −9,301−46.1% | Reduced |
| Williams Jones Wealth Management, LLC. | 10,901 | $147.1K | 0.00% | −1,909−14.9% | Reduced |
| Advisory Services Network, LLC | 11,285 | $152.2K | 0.00% | −237−2.1% | Reduced |
| Entropy Technologies, LP | 11,488 | $155.0K | 0.02% | +11,488 | New |
| Kingstone Capital Partners Texas, LLC | 11,548 | $156.0K | 0.13% | +11,548 | New |
| Independent Financial Group, LLC | 11,747 | $158.5K | 0.01% | −38,345−76.5% | Reduced |
| Sovereign Financial Group, Inc. | 12,113 | $163.4K | 0.04% | +34+0.3% | Added |
| Tudor Investment Corp Et Al | 12,285 | $165.7K | 0.00% | −157,635−92.8% | Reduced |
| Stablepoint Partners, LLC | 12,379 | $167.0K | 0.03% | 00.0% | Unchanged |
| Accel Wealth Management | 12,577 | $169.7K | 0.06% | +69+0.6% | Added |
| Creative Planning | 12,962 | $174.9K | 0.00% | +359+2.8% | Added |
| Ausdal Financial Partners, Inc. | 12,982 | $175.1K | 0.02% | −4,669−26.5% | Reduced |
| Redmont Wealth Advisors LLC | 13,054 | $176.1K | 0.30% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 13,100 | $177.0K | 0.00% | −1,240−8.6% | Reduced |
| StoneX Group Inc. | 13,419 | $181.0K | 0.01% | +13,419 | New |
| Orrstown Financial Services Inc | 13,640 | $184.0K | 0.05% | 00.0% | Unchanged |
| Melfa Wealth Management, LLC | 13,718 | $185.1K | 0.12% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 14,145 | $190.8K | 0.01% | −954−6.3% | Reduced |
| Oppenheimer & Co Inc | 16,387 | $221.1K | 0.00% | +16,387 | New |
| Virtu Financial LLC | 16,888 | $228.0K | 0.01% | +16,888 | New |
| Onyx Bridge Wealth Group LLC | 17,060 | $230.1K | 0.03% | +216+1.3% | Added |
| ProShare Advisors LLC | 18,141 | $244.7K | 0.00% | +7,062+63.7% | Added |
| Arete Wealth Advisors, LLC | 18,475 | $249.0K | 0.02% | +4,319+30.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 19,089 | $258.0K | 0.00% | +4,230+28.5% | Added |
| Ethos Financial Group, LLC | 19,128 | $258.0K | 0.03% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 19,110 | $260.5K | 0.00% | +19,110 | New |
| Kestra Advisory Services, LLC | 21,987 | $296.6K | 0.00% | +802+3.8% | Added |
| Walled Lake Planning & Wealth Management, LLC | 22,271 | $300.4K | 0.11% | 00.0% | Unchanged |
| DKM Wealth Management, Inc. | 23,500 | $317.0K | 0.30% | +23,500 | New |
| US Bancorp | 23,609 | $318.5K | 0.00% | 00.0% | Unchanged |
| First Commonwealth Financial Corp | 24,175 | $326.1K | 0.08% | +24,175 | New |
| Everstar Asset Management, LLC | 24,550 | $331.2K | 0.23% | −100−0.4% | Reduced |
| GWM Advisors LLC | 24,582 | $331.6K | 0.00% | +19+0.1% | Added |
| International Assets Investment Management, LLC | 24,719 | $336.2K | 0.03% | −256,953−91.2% | Reduced |
| Millennium Capital Advisors, LLC | 24,963 | $336.8K | 0.23% | +105+0.4% | Added |
| Northern Trust Corp | 25,283 | $341.1K | 0.00% | −3,453−12.0% | Reduced |
| Principal Securities, Inc. | 26,927 | $363.2K | 0.01% | +5,362+24.9% | Added |
| Truist Financial Corp | 27,650 | $373.0K | 0.00% | −3,385−10.9% | Reduced |
| Credit Agricole S A | 28,265 | $381.3K | 0.00% | +760+2.8% | Added |
| Congress Wealth Management LLC | 28,594 | $385.7K | 0.01% | −50,315−63.8% | Reduced |
| Aquatic Capital Management LLC | 29,304 | $395.3K | 0.01% | +14,804+102.1% | Added |
| Resources Investment Advisors, LLC. | 31,558 | $425.7K | 0.00% | −381−1.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 31,881 | $430.1K | 0.00% | +6,927+27.8% | Added |
| Tyche Wealth Partners LLC | 34,228 | $461.7K | 0.10% | +13,000+61.2% | Added |
| Wedbush Securities Inc | 34,881 | $471.0K | 0.02% | +12,369+54.9% | Added |
| Capital Advisory Group Advisory Services, LLC | 35,995 | $485.6K | 0.17% | +14,378+66.5% | Added |
| Evoke Wealth, LLC | 36,800 | $496.4K | 0.01% | 00.0% | Unchanged |
| TCFG Wealth Management, LLC | 41,656 | $561.9K | 0.28% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 44,080 | $594.0K | 0.00% | +44,080 | New |
| Shufro Rose & Co LLC | 44,432 | $599.4K | 0.05% | +44,432 | New |