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 |
|---|---|---|---|---|---|
| Brevan Howard Capital Management LP | 21,814 | $280.5K | 0.01% | +21,814 | New |
| Advisory Services Network, LLC | 21,009 | $270.2K | 0.01% | +9,724+86.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 20,667 | $266.0K | 0.00% | +1,578+8.3% | Added |
| Millennium Management LLC | 20,561 | $264.4K | 0.00% | +20,561 | New |
| Tyche Wealth Partners LLC | 19,500 | $250.8K | 0.05% | −14,728−43.0% | Reduced |
| ProShare Advisors LLC | 19,391 | $249.4K | 0.00% | +1,250+6.9% | Added |
| AlphaCore Capital LLC | 18,292 | $235.2K | 0.02% | +18,292 | New |
| Onyx Bridge Wealth Group LLC | 17,290 | $222.4K | 0.03% | +230+1.3% | Added |
| Squarepoint Ops LLC | 17,064 | $219.4K | 0.00% | +17,064 | New |
| Arete Wealth Advisors, LLC | 15,438 | $199.0K | 0.02% | −3,037−16.4% | Reduced |
| Oppenheimer & Co Inc | 15,443 | $198.6K | 0.00% | −944−5.8% | Reduced |
| The PNC Financial Services Group, Inc. | 14,142 | $181.9K | 0.00% | +11,100+364.9% | Added |
| Creative Planning | 13,766 | $177.0K | 0.00% | +804+6.2% | Added |
| Melfa Wealth Management, LLC | 13,718 | $176.4K | 0.12% | 00.0% | Unchanged |
| Accel Wealth Management | 13,651 | $175.6K | 0.06% | +1,074+8.5% | Added |
| Orrstown Financial Services Inc | 13,640 | $175.4K | 0.04% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 13,444 | $172.9K | 0.00% | −8,543−38.9% | Reduced |
| StoneX Group Inc. | 13,365 | $171.9K | 0.01% | −54−0.4% | Reduced |
| Redmont Wealth Advisors LLC | 13,054 | $167.9K | 0.33% | 00.0% | Unchanged |
| Caxton Associates LLP | 12,886 | $165.7K | 0.01% | +12,886 | New |
| MQS Management LLC | 12,589 | $161.9K | 0.09% | +12,589 | New |
| HB Wealth Management, LLC | 12,446 | $160.1K | 0.00% | +1,914+18.2% | Added |
| Ausdal Financial Partners, Inc. | 12,351 | $158.8K | 0.01% | −631−4.9% | Reduced |
| Sovereign Financial Group, Inc. | 12,113 | $155.8K | 0.04% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 10,901 | $140.2K | 0.00% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 10,869 | $139.8K | 0.00% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 10,602 | $136.3K | 0.01% | +441+4.3% | Added |
| Guggenheim Capital LLC | 10,564 | $135.9K | 0.00% | +10,564 | New |
| Parallel Advisors, LLC | 8,355 | $107.4K | 0.00% | −526−5.9% | Reduced |
| Anfield Capital Management, LLC | 8,352 | $107.4K | 0.04% | +2,473+42.1% | Added |
| Westchester Capital Management, LLC | 7,702 | $99.0K | 0.01% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 7,507 | $96.5K | 0.00% | −2,502−25.0% | Reduced |
| Parkside Financial Bank & Trust | 7,064 | $90.8K | 0.01% | +198+2.9% | Added |
| Harbour Investments, Inc. | 6,409 | $82.4K | 0.00% | 00.0% | Unchanged |
| Security National Bank | 5,696 | $73.3K | 0.01% | +145+2.6% | Added |
| Citigroup Inc | 5,677 | $73.0K | 0.00% | +485+9.3% | Added |
| Nomura Asset Management Co Ltd | 5,559 | $71.5K | 0.00% | −1,169−17.4% | Reduced |
| Promus Capital, LLC | 5,300 | $68.2K | 0.05% | +5,300 | New |
| Jones Financial Companies LLLP | 5,214 | $68.0K | 0.00% | +775+17.5% | Added |
| Bessemer Group Inc | 3,304 | $42.0K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 3,675 | $38.5K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 2,577 | $33.1K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 2,558 | $30.6K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 2,266 | $29.1K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 2,209 | $28.4K | 0.00% | +477+27.5% | Added |
| Ransom Advisory, Ltd | 2,148 | $27.6K | 0.01% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 1,983 | $25.5K | 0.02% | +1,983 | New |
| Signaturefd, LLC | 1,797 | $23.1K | 0.00% | −891−33.1% | Reduced |
| Cape Investment Advisory, Inc. | 1,784 | $22.9K | 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 |
| Transce3nd, LLC | 1,471 | $18.9K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,132 | $14.6K | 0.00% | −13,013−92.0% | Reduced |
| GPS Wealth Strategies Group, LLC | 1,079 | $13.9K | 0.00% | 00.0% | Unchanged |
| NCP Inc. | 1,041 | $13.4K | 0.02% | +29+2.9% | Added |
| Acadian Asset Management LLC | 990 | $12.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 758 | $9.75K | 0.00% | +39+5.4% | Added |
| Aventura Private Wealth, LLC | 564 | $7.25K | 0.00% | +16+2.9% | Added |
| Hantz Financial Services, Inc. | 500 | $6.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 316 | $4.06K | 0.00% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 333 | $3.97K | 0.00% | +333 | New |
| NBC Securities, Inc. | 300 | $3.00K | 0.00% | +300 | New |
| Key Financial Inc | 150 | $1.93K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 58 | $746 | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 48 | $617 | 0.00% | +48 | New |
| Tower Research Capital LLC (TRC) | 46 | $592 | 0.00% | −2,021−97.8% | Reduced |
| Lindbrook Capital, LLC | 38 | $489 | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 16 | $216 | 0.00% | +16 | New |
| Frazier Financial Advisors, LLC | 0 | $7 | 0.00% | 0 | Unchanged |
| Virtus ETF Advisers LLC | 0 | $0 | 0.00% | −62,311−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −57,520−100.0% | Sold out |
| SEI Investments Co | 0 | $0 | 0.00% | −49,089−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −29,304−100.0% | Sold out |
| Northern Trust Corp | 0 | $0 | 0.00% | −25,283−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −16,888−100.0% | Sold out |
| CIBC World Markets Inc. | 0 | $0 | 0.00% | −13,100−100.0% | Sold out |
| Stablepoint Partners, LLC | 0 | $0 | 0.00% | −12,379−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −12,285−100.0% | Sold out |
| Independent Financial Group, LLC | 0 | $0 | 0.00% | −11,747−100.0% | Sold out |
| Kingstone Capital Partners Texas, LLC | 0 | $0 | 0.00% | −11,548−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −11,488−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −10,857−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −2,695−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| POM Investment Strategies, LLC | 0 | $0 | 0.00% | −827−100.0% | Sold out |
| Sterling Capital Management LLC | 0 | $0 | 0.00% | −649−100.0% | Sold out |
| Transcendent Capital Group LLC | 0 | $0 | 0.00% | −596−100.0% | Sold out |
| Live Oak Investment Partners | 0 | $0 | 0.00% | – | Sold out |
| National Bank of Canada | 0 | $0 | 0.00% | −299−100.0% | Sold out |
| WPG Advisers, LLC | 0 | $0 | 0.00% | −140−100.0% | Sold out |
| Barclays PLC | 0 | $0 | 0.00% | −65−100.0% | Sold out |
| TD Waterhouse Canada Inc. | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Access Investment Management LLC | – | – | – | – | Not filed |
| RE Dickinson Investment Advisors, LLC | – | – | – | – | Not filed |