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, Q2 2025
Institutional positions in MidCap Financial Investment Corp as of Jun 30, 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
- 170
- +3 vs. Q1 2025
- Shares held
- 28.9M
- +1.18M (+4.3%) vs. Q1 2025
- Total value
- $364.7M
- +$7.49M (+2.1%) vs. Q1 2025
- New holders
- 20
- 75 more added
- Sold out
- 17
- 38 more reduced
2 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding MidCap Financial Investment Corp; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Frazier Financial Advisors, LLC | 0 | $7 | 0.00% | 0 | Unchanged |
| Smallwood Wealth Investment Management, LLC | 1 | $17 | 0.00% | −15−93.8% | Reduced |
| N.E.W. Advisory Services LLC | 48 | $606 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 150 | $1.89K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 300 | $3.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 276 | $3.48K | 0.00% | +276 | New |
| Cheviot Value Management, LLC | 333 | $4.19K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 445 | $5.62K | 0.00% | +445 | New |
| Trust Co of Vermont | 466 | $5.88K | 0.00% | +466 | New |
| Hantz Financial Services, Inc. | 500 | $6.00K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 500 | $6.31K | 0.00% | +500 | New |
| Northwestern Mutual Wealth Management Co | 563 | $7.11K | 0.00% | −195−25.7% | Reduced |
| Aventura Private Wealth, LLC | 581 | $7.33K | 0.00% | +17+3.0% | Added |
| Farther Finance Advisors, LLC | 584 | $7.37K | 0.00% | −1,625−73.6% | Reduced |
| SRS Capital Advisors, Inc. | 660 | $8.33K | 0.00% | +660 | New |
| Group One Trading, L.P. | 699 | $8.82K | 0.00% | +699 | New |
| Acadian Asset Management LLC | 764 | $9.00K | 0.00% | −226−22.8% | Reduced |
| CWM, LLC | 1,050 | $13.0K | 0.00% | +1,050 | New |
| GPS Wealth Strategies Group, LLC | 1,079 | $13.6K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,132 | $14.3K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 1,500 | $18.9K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,514 | $19.1K | 0.00% | +14+0.9% | Added |
| Cape Investment Advisory, Inc. | 1,784 | $22.5K | 0.01% | 00.0% | Unchanged |
| Activest Wealth Management | 2,266 | $28.6K | 0.01% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 2,518 | $31.8K | 0.00% | +2,518 | New |
| Anchor Investment Management, LLC | 2,577 | $32.5K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 3,224 | $40.7K | 0.00% | +666+26.0% | Added |
| Bessemer Group Inc | 3,304 | $42.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 3,387 | $42.7K | 0.00% | +1,590+88.5% | Added |
| CIBC Private Wealth Group, LLC | 3,675 | $46.4K | 0.00% | 00.0% | Unchanged |
| Access Investment Management LLC | 4,000 | $50.5K | 0.01% | +4,000 | New |
| Promus Capital, LLC | 5,300 | $66.9K | 0.04% | 00.0% | Unchanged |
| Transce3nd, LLC | 5,439 | $68.6K | 0.03% | +3,968+269.7% | Added |
| Security National Bank | 6,044 | $76.3K | 0.01% | +348+6.1% | Added |
| Harbour Investments, Inc. | 6,409 | $80.9K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 6,614 | $82.7K | 0.00% | +1,400+26.9% | Added |
| Nomura Asset Management Co Ltd | 6,706 | $84.6K | 0.00% | +1,147+20.6% | Added |
| Parkside Financial Bank & Trust | 7,276 | $91.8K | 0.01% | +212+3.0% | Added |
| Parallel Advisors, LLC | 7,680 | $96.9K | 0.00% | −675−8.1% | Reduced |
| Westchester Capital Management, LLC | 7,702 | $97.2K | 0.01% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 8,804 | $111.1K | 0.04% | +452+5.4% | Added |
| Tower Research Capital LLC (TRC) | 9,513 | $120.1K | 0.00% | +9,467+20,580.4% | Added |
| Wealthspire Advisors, LLC | 10,018 | $126.4K | 0.00% | +10,018 | New |
| Private Management Group Inc | 10,317 | $130.2K | 0.00% | +10,317 | New |
| Guggenheim Capital LLC | 10,443 | $131.8K | 0.00% | −121−1.1% | Reduced |
| Two Sigma Securities, LLC | 10,561 | $133.3K | 0.02% | +10,561 | New |
| Essex Financial Services, Inc. | 10,621 | $134.0K | 0.01% | +19+0.2% | Added |
| Williams Jones Wealth Management, LLC. | 10,901 | $137.6K | 0.00% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 10,999 | $138.8K | 0.01% | −1,352−10.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 11,358 | $143.0K | 0.00% | −9,309−45.0% | Reduced |
| AlphaCore Capital LLC | 11,529 | $145.5K | 0.01% | −6,763−37.0% | Reduced |
| Axim Planning & Wealth | 11,780 | $148.7K | 0.14% | +11,780 | New |
| Sovereign Financial Group, Inc. | 12,113 | $152.9K | 0.03% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 12,819 | $161.8K | 0.00% | +373+3.0% | Added |
| Caxton Associates LLP | 12,886 | $162.6K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 13,054 | $164.7K | 0.24% | 00.0% | Unchanged |
| Orrstown Financial Services Inc | 13,640 | $172.1K | 0.04% | 00.0% | Unchanged |
| Melfa Wealth Management, LLC | 13,718 | $173.1K | 0.11% | 00.0% | Unchanged |
| Accel Wealth Management | 13,731 | $173.3K | 0.06% | +80+0.6% | Added |
| Trexquant Investment LP | 13,777 | $173.9K | 0.00% | +13,777 | New |
| StoneX Group Inc. | 13,956 | $176.1K | 0.01% | +591+4.4% | Added |
| The PNC Financial Services Group, Inc. | 14,142 | $178.5K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 14,539 | $183.5K | 0.00% | +773+5.6% | Added |
| Jane Street Group, LLC | 15,105 | $190.6K | 0.00% | +15,105 | New |
| Oppenheimer & Co Inc | 15,743 | $198.7K | 0.00% | +300+1.9% | Added |
| Arete Wealth Advisors, LLC | 15,938 | $201.0K | 0.01% | +500+3.2% | Added |
| Onyx Bridge Wealth Group LLC | 17,539 | $221.3K | 0.03% | +249+1.4% | Added |
| Quantbot Technologies LP | 18,246 | $230.3K | 0.01% | +18,246 | New |
| ProShare Advisors LLC | 18,546 | $234.1K | 0.00% | −845−4.4% | Reduced |
| Westbourne Investments, Inc. | 18,930 | $238.9K | 0.13% | −49,884−72.5% | Reduced |
| Resources Investment Advisors, LLC. | 18,947 | $239.1K | 0.00% | −7,959−29.6% | Reduced |
| National Asset Management, Inc. | 19,102 | $241.1K | 0.01% | +19,102 | New |
| Kestra Advisory Services, LLC | 19,263 | $243.1K | 0.00% | +5,819+43.3% | Added |
| Everstar Asset Management, LLC | 20,850 | $263.1K | 0.16% | −3,000−12.6% | Reduced |
| Walled Lake Planning & Wealth Management, LLC | 22,271 | $281.1K | 0.09% | 00.0% | Unchanged |
| US Bancorp | 23,359 | $294.8K | 0.00% | −1,918−7.6% | Reduced |
| Advisory Services Network, LLC | 23,530 | $296.5K | 0.00% | +2,521+12.0% | Added |
| DKM Wealth Management, Inc. | 23,500 | $296.6K | 0.26% | 00.0% | Unchanged |
| Tyche Wealth Partners LLC | 23,500 | $296.6K | 0.06% | +4,000+20.5% | Added |
| Brevan Howard Capital Management LP | 23,780 | $300.1K | 0.00% | +1,966+9.0% | Added |
| Generali Investments CEE, investicni spolecnost, a.s. | 24,139 | $304.6K | 0.03% | +1,419+6.2% | Added |
| First Commonwealth Financial Corp | 24,175 | $305.1K | 0.07% | 00.0% | Unchanged |
| Citadel Advisors LLC | 24,371 | $307.6K | 0.00% | +24,371 | New |
| GWM Advisors LLC | 24,430 | $308.3K | 0.00% | +1,000+4.3% | Added |
| Millennium Capital Advisors, LLC | 25,196 | $318.0K | 0.21% | +121+0.5% | Added |
| Truist Financial Corp | 25,850 | $326.2K | 0.00% | −1,800−6.5% | Reduced |
| International Assets Investment Management, LLC | 25,996 | $328.1K | 0.03% | +401+1.6% | Added |
| Cetera Investment Advisers | 30,384 | $383.4K | 0.00% | +621+2.1% | Added |
| Northern Trust Corp | 33,081 | $417.5K | 0.00% | +33,081 | New |
| Capital Advisory Group Advisory Services, LLC | 34,677 | $437.6K | 0.16% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 35,291 | $445.4K | 0.00% | +395+1.1% | Added |
| Wedbush Securities Inc | 36,643 | $462.0K | 0.02% | +352+1.0% | Added |
| Evoke Wealth, LLC | 36,800 | $464.4K | 0.01% | 00.0% | Unchanged |
| Principal Securities, Inc. | 36,999 | $466.9K | 0.01% | +10,072+37.4% | Added |
| Wiley Bros.-Aintree Capital, LLC | 38,624 | $487.4K | 0.00% | +5,880+18.0% | Added |
| LeClair Wealth Partners LLC | 40,885 | $516.0K | 0.35% | 00.0% | Unchanged |
| TCFG Wealth Management, LLC | 41,656 | $525.7K | 0.24% | 00.0% | Unchanged |
| Meridian Investment Counsel Inc. | 42,045 | $530.6K | 0.14% | −11,400−21.3% | Reduced |
| Shufro Rose & Co LLC | 41,834 | $538.0K | 0.04% | −2,308−5.2% | Reduced |
| Verition Fund Management LLC | 47,589 | $600.6K | 0.00% | +47,589 | New |