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, Q3 2025
Institutional positions in MidCap Financial Investment Corp as of Sep 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
- 174
- +6 vs. Q2 2025
- Shares held
- 29.2M
- +584.6K (+2.0%) vs. Q2 2025
- Total value
- $350.5M
- −$10.9M (−3.0%) vs. Q2 2025
- New holders
- 23
- 60 more added
- Sold out
- 17
- 48 more reduced
2 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding MidCap Financial Investment Corp; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Thornburg Investment Management Inc | 3,137,783 | $37.6M | 0.49% | +200,000+6.8% | Added |
| Van Eck Associates Corp | 2,511,678 | $30.1M | 0.03% | +121,523+5.1% | Added |
| Apollo Management Holdings, L.P. | 2,388,863 | $28.6M | 0.43% | +60.0% | Added |
| Morgan Stanley | 1,916,834 | $23.0M | 0.00% | +29,694+1.6% | Added |
| UBS Group AG | 1,701,175 | $20.4M | 0.00% | +33,887+2.0% | Added |
| Next Capital Management LLC | 1,341,585 | $16.1M | 5.37% | +616,184+84.9% | Added |
| Invesco Ltd. | 880,437 | $10.6M | 0.00% | +109,999+14.3% | Added |
| Franklin Resources Inc | 770,828 | $9.24M | 0.00% | −1,710−0.2% | Reduced |
| Cura Wealth Advisors, LLC | 617,918 | $7.41M | 2.85% | −91,041−12.8% | Reduced |
| Legal & General Group Plc | 577,821 | $6.92M | 0.00% | −39,031−6.3% | Reduced |
| Muzinich & Co., Inc. | 571,520 | $6.85M | 2.66% | +170,127+42.4% | Added |
| Ares Management LLC | 545,532 | $6.54M | 0.30% | 00.0% | Unchanged |
| Wells Fargo & Company | 543,118 | $6.51M | 0.00% | −41,847−7.2% | Reduced |
| Callodine Capital Management, LP | 510,808 | $6.12M | 0.54% | +10,808+2.2% | Added |
| LPL Financial LLC | 507,420 | $6.08M | 0.00% | −31,047−5.8% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 503,351 | $6.04M | 0.00% | +168,357+50.3% | Added |
| Commonwealth Equity Services, LLC | 474,348 | $5.69M | 0.01% | +8,320+1.8% | Added |
| Condor Capital Management | 429,367 | $5.15M | 0.42% | +16,492+4.0% | Added |
| Ethos Financial Group, LLC | 423,178 | $5.07M | 0.40% | +1,277+0.3% | Added |
| Ameriprise Financial Inc | 417,160 | $5.00M | 0.00% | +14,524+3.6% | Added |
| Foundations Investment Advisors, LLC | 400,283 | $4.80M | 0.07% | +28,455+7.7% | Added |
| Castlekeep Investment Advisors LLC | 398,683 | $4.78M | 2.24% | +9,772+2.5% | Added |
| Janney Montgomery Scott LLC | 395,834 | $4.75M | 0.01% | +339,259+599.7% | Added |
| D.A. Davidson & Co. | 344,057 | $4.13M | 0.03% | +16,002+4.9% | Added |
| BlackRock, Inc. | 324,874 | $3.90M | 0.00% | −287,003−46.9% | Reduced |
| Advisors Asset Management, Inc. | 289,415 | $3.47M | 0.06% | −72,976−20.1% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 287,296 | $3.44M | 0.03% | +15,749+5.8% | Added |
| United Advisor Group, LLC | 270,816 | $3.25M | 0.44% | +13,964+5.4% | Added |
| CF Capital LLC | 250,000 | $3.00M | 1.84% | +250,000 | New |
| Neuberger Berman Group LLC | 229,318 | $2.75M | 0.00% | −242,936−51.4% | Reduced |
| Royal Bank of Canada | 225,831 | $2.71M | 0.00% | −11,378−4.8% | Reduced |
| Naviter Wealth, LLC | 204,109 | $2.45M | 0.28% | +850+0.4% | Added |
| Two Sigma Investments, LP | 176,562 | $2.12M | 0.00% | −45,897−20.6% | Reduced |
| Garner Asset Management Corp | 170,273 | $2.05M | 0.83% | +58,642+52.5% | Added |
| Hennion & Walsh Asset Management, Inc. | 167,218 | $2.00M | 0.07% | −56,339−25.2% | Reduced |
| DnB Asset Management AS | 164,114 | $1.97M | 0.01% | 00.0% | Unchanged |
| Stifel Financial Corp | 150,909 | $1.81M | 0.00% | −183,537−54.9% | Reduced |
| Bank of America Corp | 150,080 | $1.80M | 0.00% | −44,185−22.7% | Reduced |
| Advisor Group Holdings, Inc. | 140,297 | $1.79M | 0.00% | +44,599+46.6% | Added |
| Confluence Investment Management LLC | 131,701 | $1.58M | 0.02% | −33,454−20.3% | Reduced |
| J.W. Cole Advisors, Inc. | 126,393 | $1.52M | 0.03% | +7,225+6.1% | Added |
| Millennium Management LLC | 122,591 | $1.47M | 0.00% | −124,332−50.4% | Reduced |
| Raymond James Financial Inc | 111,294 | $1.33M | 0.00% | +62,983+130.4% | Added |
| Arkadios Wealth Advisors | 104,524 | $1.25M | 0.03% | +570+0.5% | Added |
| Kovitz Investment Group Partners, LLC | 101,666 | $1.22M | 0.00% | −8,000−7.3% | Reduced |
| LSV Asset Management | 96,100 | $1.15M | 0.00% | −8,766−8.4% | Reduced |
| Lazard Asset Management LLC | 92,736 | $1.11M | 0.00% | −20,199−17.9% | Reduced |
| Almitas Capital LLC | 92,717 | $1.11M | 0.25% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 90,935 | $1.09M | 0.18% | +5,715+6.7% | Added |
| HighTower Advisors, LLC | 89,841 | $1.08M | 0.00% | +349+0.4% | Added |
| Comerica Bank | 86,376 | $1.04M | 0.00% | −5,579−6.1% | Reduced |
| Stephens Inc | 84,737 | $1.02M | 0.01% | +546+0.6% | Added |
| Sharpepoint LLC | 84,375 | $1.01M | 0.91% | +3,812+4.7% | Added |
| Rockefeller Capital Management L.P. | 79,720 | $955.8K | 0.00% | +2,443+3.2% | Added |
| Denali Advisors LLC | 74,432 | $892.4K | 0.10% | −13,249−15.1% | Reduced |
| Sigma Planning Corp | 71,259 | $854.4K | 0.02% | −1,787−2.4% | Reduced |
| Virtus Investment Advisers, Inc. | 70,233 | $842.1K | 0.24% | +720+1.0% | Added |
| Capital Investment Advisors, LLC | 64,997 | $779.3K | 0.01% | −5,437−7.7% | Reduced |
| Camelot Portfolios, LLC | 63,262 | $758.5K | 0.45% | +1,378+2.2% | Added |
| Lido Advisors, LLC | 59,670 | $715.5K | 0.00% | −9,488−13.7% | Reduced |
| Millennium Capital Advisors, LLC | 57,223 | $686.1K | 0.41% | +32,027+127.1% | Added |
| Envestnet Asset Management Inc | 56,947 | $682.8K | 0.00% | +8,109+16.6% | Added |
| Two Sigma Advisers, LP | 56,620 | $678.9K | 0.00% | −166,600−74.6% | Reduced |
| Panoramic Investment Advisors, LLC | 53,630 | $643.0K | 0.36% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 52,229 | $626.2K | 0.00% | −6,534−11.1% | Reduced |
| Trexquant Investment LP | 50,173 | $601.6K | 0.01% | +36,396+264.2% | Added |
| Northern Trust Corp | 45,449 | $544.9K | 0.00% | +12,368+37.4% | Added |
| Shufro Rose & Co LLC | 41,834 | $538.0K | 0.04% | 00.0% | Unchanged |
| Great West Life Assurance Co | 44,756 | $535.0K | 0.00% | −49,101−52.3% | Reduced |
| TCFG Wealth Management, LLC | 43,687 | $523.8K | 0.21% | +2,031+4.9% | Added |
| Whipplewood Advisors, LLC | 42,042 | $504.1K | 0.33% | −21,299−33.6% | Reduced |
| LeClair Wealth Partners LLC | 40,885 | $490.2K | 0.31% | 00.0% | Unchanged |
| Principal Securities, Inc. | 40,350 | $483.8K | 0.01% | +3,351+9.1% | Added |
| Meridian Investment Counsel Inc. | 36,013 | $431.8K | 0.11% | −6,032−14.3% | Reduced |
| Wedbush Securities Inc | 35,952 | $431.0K | 0.01% | −691−1.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 35,910 | $430.6K | 0.00% | +619+1.8% | Added |
| Capital Advisory Group Advisory Services, LLC | 33,674 | $403.8K | 0.13% | −1,003−2.9% | Reduced |
| Cetera Investment Advisers | 33,093 | $396.8K | 0.00% | +2,709+8.9% | Added |
| Verition Fund Management LLC | 30,400 | $364.5K | 0.00% | −17,189−36.1% | Reduced |
| Price T Rowe Associates Inc | 30,303 | $364.0K | 0.00% | +30,303 | New |
| International Assets Investment Management, LLC | 25,996 | $323.9K | 0.03% | 00.0% | Unchanged |
| Truist Financial Corp | 26,450 | $317.1K | 0.00% | +600+2.3% | Added |
| First Commonwealth Financial Corp | 24,928 | $298.9K | 0.05% | +753+3.1% | Added |
| GWM Advisors LLC | 24,128 | $289.3K | 0.00% | −302−1.2% | Reduced |
| Aquatic Capital Management LLC | 23,593 | $282.9K | 0.01% | +23,593 | New |
| Advisory Services Network, LLC | 23,552 | $282.4K | 0.00% | +22+0.1% | Added |
| Tyche Wealth Partners LLC | 23,500 | $281.8K | 0.05% | 00.0% | Unchanged |
| DKM Wealth Management, Inc. | 23,500 | $281.8K | 0.23% | 00.0% | Unchanged |
| Caxton Associates LLP | 22,441 | $269.1K | 0.01% | +9,555+74.2% | Added |
| Generali Investments CEE, investicni spolecnost, a.s. | 22,281 | $267.1K | 0.02% | −1,858−7.7% | Reduced |
| Walled Lake Planning & Wealth Management, LLC | 22,271 | $267.0K | 0.09% | 00.0% | Unchanged |
| Virtu Financial LLC | 22,104 | $265.0K | 0.01% | +22,104 | New |
| Oxford Asset Management LLP | 22,066 | $264.6K | 0.09% | +22,066 | New |
| Goldman Sachs Group Inc | 21,772 | $261.0K | 0.00% | +21,772 | New |
| US Bancorp | 21,026 | $252.1K | 0.00% | −2,333−10.0% | Reduced |
| Everstar Asset Management, LLC | 20,850 | $250.0K | 0.14% | 00.0% | Unchanged |
| ProShare Advisors LLC | 19,622 | $235.3K | 0.00% | +1,076+5.8% | Added |
| National Asset Management, Inc. | 19,102 | $229.0K | 0.01% | 00.0% | Unchanged |
| Onyx Bridge Wealth Group LLC | 17,803 | $213.5K | 0.02% | +264+1.5% | Added |
| Brevan Howard Capital Management LP | 17,235 | $206.6K | 0.00% | −6,545−27.5% | Reduced |