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 |
|---|---|---|---|---|---|
| Westbourne Investments, Inc. | 18,930 | $238.9K | 0.13% | −49,884−72.5% | Reduced |
| ProShare Advisors LLC | 18,546 | $234.1K | 0.00% | −845−4.4% | Reduced |
| Quantbot Technologies LP | 18,246 | $230.3K | 0.01% | +18,246 | New |
| Onyx Bridge Wealth Group LLC | 17,539 | $221.3K | 0.03% | +249+1.4% | Added |
| Arete Wealth Advisors, LLC | 15,938 | $201.0K | 0.01% | +500+3.2% | Added |
| Oppenheimer & Co Inc | 15,743 | $198.7K | 0.00% | +300+1.9% | Added |
| Jane Street Group, LLC | 15,105 | $190.6K | 0.00% | +15,105 | New |
| Creative Planning | 14,539 | $183.5K | 0.00% | +773+5.6% | Added |
| The PNC Financial Services Group, Inc. | 14,142 | $178.5K | 0.00% | 00.0% | Unchanged |
| StoneX Group Inc. | 13,956 | $176.1K | 0.01% | +591+4.4% | Added |
| Trexquant Investment LP | 13,777 | $173.9K | 0.00% | +13,777 | New |
| Accel Wealth Management | 13,731 | $173.3K | 0.06% | +80+0.6% | Added |
| Melfa Wealth Management, LLC | 13,718 | $173.1K | 0.11% | 00.0% | Unchanged |
| Orrstown Financial Services Inc | 13,640 | $172.1K | 0.04% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 13,054 | $164.7K | 0.24% | 00.0% | Unchanged |
| Caxton Associates LLP | 12,886 | $162.6K | 0.00% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 12,819 | $161.8K | 0.00% | +373+3.0% | Added |
| Sovereign Financial Group, Inc. | 12,113 | $152.9K | 0.03% | 00.0% | Unchanged |
| Axim Planning & Wealth | 11,780 | $148.7K | 0.14% | +11,780 | New |
| AlphaCore Capital LLC | 11,529 | $145.5K | 0.01% | −6,763−37.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 11,358 | $143.0K | 0.00% | −9,309−45.0% | Reduced |
| Ausdal Financial Partners, Inc. | 10,999 | $138.8K | 0.01% | −1,352−10.9% | Reduced |
| Williams Jones Wealth Management, LLC. | 10,901 | $137.6K | 0.00% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 10,621 | $134.0K | 0.01% | +19+0.2% | Added |
| Two Sigma Securities, LLC | 10,561 | $133.3K | 0.02% | +10,561 | New |
| Guggenheim Capital LLC | 10,443 | $131.8K | 0.00% | −121−1.1% | Reduced |
| Private Management Group Inc | 10,317 | $130.2K | 0.00% | +10,317 | New |
| Wealthspire Advisors, LLC | 10,018 | $126.4K | 0.00% | +10,018 | New |
| Tower Research Capital LLC (TRC) | 9,513 | $120.1K | 0.00% | +9,467+20,580.4% | Added |
| Anfield Capital Management, LLC | 8,804 | $111.1K | 0.04% | +452+5.4% | Added |
| Westchester Capital Management, LLC | 7,702 | $97.2K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 7,680 | $96.9K | 0.00% | −675−8.1% | Reduced |
| Parkside Financial Bank & Trust | 7,276 | $91.8K | 0.01% | +212+3.0% | Added |
| Nomura Asset Management Co Ltd | 6,706 | $84.6K | 0.00% | +1,147+20.6% | Added |
| Jones Financial Companies LLLP | 6,614 | $82.7K | 0.00% | +1,400+26.9% | Added |
| Harbour Investments, Inc. | 6,409 | $80.9K | 0.00% | 00.0% | Unchanged |
| Security National Bank | 6,044 | $76.3K | 0.01% | +348+6.1% | Added |
| Transce3nd, LLC | 5,439 | $68.6K | 0.03% | +3,968+269.7% | Added |
| Promus Capital, LLC | 5,300 | $66.9K | 0.04% | 00.0% | Unchanged |
| Access Investment Management LLC | 4,000 | $50.5K | 0.01% | +4,000 | New |
| CIBC Private Wealth Group, LLC | 3,675 | $46.4K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 3,387 | $42.7K | 0.00% | +1,590+88.5% | Added |
| Bessemer Group Inc | 3,304 | $42.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 3,224 | $40.7K | 0.00% | +666+26.0% | Added |
| Anchor Investment Management, LLC | 2,577 | $32.5K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 2,518 | $31.8K | 0.00% | +2,518 | New |
| Activest Wealth Management | 2,266 | $28.6K | 0.01% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 1,784 | $22.5K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,514 | $19.1K | 0.00% | +14+0.9% | Added |
| Founders Capital Management | 1,500 | $18.9K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,132 | $14.3K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,079 | $13.6K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,050 | $13.0K | 0.00% | +1,050 | New |
| Acadian Asset Management LLC | 764 | $9.00K | 0.00% | −226−22.8% | Reduced |
| Group One Trading, L.P. | 699 | $8.82K | 0.00% | +699 | New |
| SRS Capital Advisors, Inc. | 660 | $8.33K | 0.00% | +660 | New |
| Farther Finance Advisors, LLC | 584 | $7.37K | 0.00% | −1,625−73.6% | Reduced |
| Aventura Private Wealth, LLC | 581 | $7.33K | 0.00% | +17+3.0% | Added |
| Northwestern Mutual Wealth Management Co | 563 | $7.11K | 0.00% | −195−25.7% | Reduced |
| Assetmark, Inc | 500 | $6.31K | 0.00% | +500 | New |
| Hantz Financial Services, Inc. | 500 | $6.00K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 466 | $5.88K | 0.00% | +466 | New |
| Global Retirement Partners, LLC | 445 | $5.62K | 0.00% | +445 | New |
| Cheviot Value Management, LLC | 333 | $4.19K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 276 | $3.48K | 0.00% | +276 | New |
| NBC Securities, Inc. | 300 | $3.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 150 | $1.89K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 48 | $606 | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 1 | $17 | 0.00% | −15−93.8% | Reduced |
| Frazier Financial Advisors, LLC | 0 | $7 | 0.00% | 0 | Unchanged |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −278,489−100.0% | Sold out |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −230,000−100.0% | Sold out |
| CF Capital LLC | 0 | $0 | 0.00% | −190,000−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −95,058−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −36,655−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −28,937−100.0% | Sold out |
| Lansforsakringar Fondforvaltning AB (publ) | 0 | $0 | 0.00% | −27,786−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −17,064−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −12,589−100.0% | Sold out |
| Private Advisor Group, LLC | 0 | $0 | 0.00% | −10,869−100.0% | Sold out |
| BNP Paribas Arbitrage, SA | 0 | $0 | 0.00% | −7,507−100.0% | Sold out |
| Citigroup Inc | 0 | $0 | 0.00% | −5,677−100.0% | Sold out |
| Ransom Advisory, Ltd | 0 | $0 | 0.00% | −2,148−100.0% | Sold out |
| Wealth Preservation Advisors, LLC | 0 | $0 | 0.00% | −1,983−100.0% | Sold out |
| NCP Inc. | 0 | $0 | 0.00% | −1,041−100.0% | Sold out |
| Asset Dedication, LLC | 0 | $0 | 0.00% | −316−100.0% | Sold out |
| GAMMA Investing LLC | 0 | $0 | 0.00% | −58−100.0% | Sold out |
| Credit Agricole S A | – | – | – | – | Not filed |
| Lindbrook Capital, LLC | – | – | – | – | Not filed |