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 2025
Institutional positions in MidCap Financial Investment Corp as of Mar 31, 2025. 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
- 169
- −2 vs. Q4 2024
- Shares held
- 27.7M
- +1.71M (+6.6%) vs. Q4 2024
- Total value
- $357.5M
- +$6.11M (+1.7%) vs. Q4 2024
- New holders
- 21
- 68 more added
- Sold out
- 23
- 42 more reduced
2 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding MidCap Financial Investment Corp; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Frazier Financial Advisors, LLC | 0 | $7 | 0.00% | 0 | Unchanged |
| Smallwood Wealth Investment Management, LLC | 16 | $216 | 0.00% | +16 | New |
| Lindbrook Capital, LLC | 38 | $489 | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 46 | $592 | 0.00% | −2,021−97.8% | Reduced |
| N.E.W. Advisory Services LLC | 48 | $617 | 0.00% | +48 | New |
| GAMMA Investing LLC | 58 | $746 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 150 | $1.93K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 300 | $3.00K | 0.00% | +300 | New |
| Cheviot Value Management, LLC | 333 | $3.97K | 0.00% | +333 | New |
| Asset Dedication, LLC | 316 | $4.06K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 500 | $6.00K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 564 | $7.25K | 0.00% | +16+2.9% | Added |
| Northwestern Mutual Wealth Management Co | 758 | $9.75K | 0.00% | +39+5.4% | Added |
| Acadian Asset Management LLC | 990 | $12.0K | 0.00% | 00.0% | Unchanged |
| NCP Inc. | 1,041 | $13.4K | 0.02% | +29+2.9% | Added |
| GPS Wealth Strategies Group, LLC | 1,079 | $13.9K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,132 | $14.6K | 0.00% | −13,013−92.0% | Reduced |
| Transce3nd, LLC | 1,471 | $18.9K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,500 | $19.3K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 1,500 | $19.3K | 0.01% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 1,784 | $22.9K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,797 | $23.1K | 0.00% | −891−33.1% | Reduced |
| Wealth Preservation Advisors, LLC | 1,983 | $25.5K | 0.02% | +1,983 | New |
| Ransom Advisory, Ltd | 2,148 | $27.6K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 2,209 | $28.4K | 0.00% | +477+27.5% | Added |
| Activest Wealth Management | 2,266 | $29.1K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 2,558 | $30.6K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 2,577 | $33.1K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 3,675 | $38.5K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 3,304 | $42.0K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 5,214 | $68.0K | 0.00% | +775+17.5% | Added |
| Promus Capital, LLC | 5,300 | $68.2K | 0.05% | +5,300 | New |
| Nomura Asset Management Co Ltd | 5,559 | $71.5K | 0.00% | −1,169−17.4% | Reduced |
| Citigroup Inc | 5,677 | $73.0K | 0.00% | +485+9.3% | Added |
| Security National Bank | 5,696 | $73.3K | 0.01% | +145+2.6% | Added |
| Harbour Investments, Inc. | 6,409 | $82.4K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 7,064 | $90.8K | 0.01% | +198+2.9% | Added |
| BNP Paribas Arbitrage, SA | 7,507 | $96.5K | 0.00% | −2,502−25.0% | Reduced |
| Westchester Capital Management, LLC | 7,702 | $99.0K | 0.01% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 8,352 | $107.4K | 0.04% | +2,473+42.1% | Added |
| Parallel Advisors, LLC | 8,355 | $107.4K | 0.00% | −526−5.9% | Reduced |
| Guggenheim Capital LLC | 10,564 | $135.9K | 0.00% | +10,564 | New |
| Essex Financial Services, Inc. | 10,602 | $136.3K | 0.01% | +441+4.3% | Added |
| Private Advisor Group, LLC | 10,869 | $139.8K | 0.00% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 10,901 | $140.2K | 0.00% | 00.0% | Unchanged |
| Sovereign Financial Group, Inc. | 12,113 | $155.8K | 0.04% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 12,351 | $158.8K | 0.01% | −631−4.9% | Reduced |
| HB Wealth Management, LLC | 12,446 | $160.1K | 0.00% | +1,914+18.2% | Added |
| MQS Management LLC | 12,589 | $161.9K | 0.09% | +12,589 | New |
| Caxton Associates LLP | 12,886 | $165.7K | 0.01% | +12,886 | New |
| Redmont Wealth Advisors LLC | 13,054 | $167.9K | 0.33% | 00.0% | Unchanged |
| StoneX Group Inc. | 13,365 | $171.9K | 0.01% | −54−0.4% | Reduced |
| Kestra Advisory Services, LLC | 13,444 | $172.9K | 0.00% | −8,543−38.9% | Reduced |
| Orrstown Financial Services Inc | 13,640 | $175.4K | 0.04% | 00.0% | Unchanged |
| Accel Wealth Management | 13,651 | $175.6K | 0.06% | +1,074+8.5% | Added |
| Melfa Wealth Management, LLC | 13,718 | $176.4K | 0.12% | 00.0% | Unchanged |
| Creative Planning | 13,766 | $177.0K | 0.00% | +804+6.2% | Added |
| The PNC Financial Services Group, Inc. | 14,142 | $181.9K | 0.00% | +11,100+364.9% | Added |
| Oppenheimer & Co Inc | 15,443 | $198.6K | 0.00% | −944−5.8% | Reduced |
| Arete Wealth Advisors, LLC | 15,438 | $199.0K | 0.02% | −3,037−16.4% | Reduced |
| Squarepoint Ops LLC | 17,064 | $219.4K | 0.00% | +17,064 | New |
| Onyx Bridge Wealth Group LLC | 17,290 | $222.4K | 0.03% | +230+1.3% | Added |
| AlphaCore Capital LLC | 18,292 | $235.2K | 0.02% | +18,292 | New |
| ProShare Advisors LLC | 19,391 | $249.4K | 0.00% | +1,250+6.9% | Added |
| Tyche Wealth Partners LLC | 19,500 | $250.8K | 0.05% | −14,728−43.0% | Reduced |
| Millennium Management LLC | 20,561 | $264.4K | 0.00% | +20,561 | New |
| Cambridge Investment Research Advisors, Inc. | 20,667 | $266.0K | 0.00% | +1,578+8.3% | Added |
| Advisory Services Network, LLC | 21,009 | $270.2K | 0.01% | +9,724+86.2% | Added |
| Brevan Howard Capital Management LP | 21,814 | $280.5K | 0.01% | +21,814 | New |
| Walled Lake Planning & Wealth Management, LLC | 22,271 | $286.4K | 0.10% | 00.0% | Unchanged |
| Generali Investments CEE, investicni spolecnost, a.s. | 22,720 | $292.2K | 0.03% | +22,720 | New |
| GWM Advisors LLC | 23,430 | $301.3K | 0.00% | −1,152−4.7% | Reduced |
| DKM Wealth Management, Inc. | 23,500 | $302.2K | 0.29% | 00.0% | Unchanged |
| Everstar Asset Management, LLC | 23,850 | $306.7K | 0.20% | −700−2.9% | Reduced |
| First Commonwealth Financial Corp | 24,175 | $310.9K | 0.07% | 00.0% | Unchanged |
| Millennium Capital Advisors, LLC | 25,075 | $322.5K | 0.24% | +112+0.4% | Added |
| US Bancorp | 25,277 | $325.1K | 0.00% | +1,668+7.1% | Added |
| International Assets Investment Management, LLC | 25,595 | $329.1K | 0.03% | +876+3.5% | Added |
| Resources Investment Advisors, LLC. | 26,906 | $346.0K | 0.00% | −4,652−14.7% | Reduced |
| Truist Financial Corp | 27,650 | $355.6K | 0.00% | 00.0% | Unchanged |
| Lansforsakringar Fondforvaltning AB (publ) | 27,786 | $357.3K | 0.00% | +27,786 | New |
| Principal Securities, Inc. | 26,927 | $363.2K | 0.01% | 00.0% | Unchanged |
| Credit Agricole S A | 28,265 | $363.5K | 0.00% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 28,937 | $372.1K | 0.06% | +28,937 | New |
| Congress Wealth Management LLC | 29,539 | $379.9K | 0.00% | +945+3.3% | Added |
| Cetera Investment Advisers | 29,763 | $382.8K | 0.00% | −69,224−69.9% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 32,744 | $427.0K | 0.00% | +13,634+71.3% | Added |
| Capital Advisory Group Advisory Services, LLC | 34,677 | $445.9K | 0.17% | −1,318−3.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 34,896 | $448.8K | 0.00% | +3,015+9.5% | Added |
| Wedbush Securities Inc | 36,291 | $467.0K | 0.02% | +1,410+4.0% | Added |
| Susquehanna International Group, LLP | 36,655 | $471.4K | 0.00% | −28,380−43.6% | Reduced |
| Evoke Wealth, LLC | 36,800 | $473.2K | 0.01% | 00.0% | Unchanged |
| LeClair Wealth Partners LLC | 40,885 | $525.8K | 0.38% | +40,885 | New |
| TCFG Wealth Management, LLC | 41,656 | $535.7K | 0.27% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 44,142 | $567.7K | 0.04% | −290−0.7% | Reduced |
| Envestnet Asset Management Inc | 44,824 | $576.4K | 0.00% | −67,132−60.0% | Reduced |
| Meridian Investment Counsel Inc. | 53,445 | $687.3K | 0.20% | −1,000−1.8% | Reduced |
| Panoramic Investment Advisors, LLC | 53,630 | $689.7K | 0.47% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 57,926 | $745.0K | 0.00% | −4,178−6.7% | Reduced |
| Lido Advisors, LLC | 60,852 | $782.6K | 0.00% | −824−1.3% | Reduced |