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 |
|---|---|---|---|---|---|
| Frazier Financial Advisors, LLC | 1 | $7 | 0.00% | +1 | Added |
| Smallwood Wealth Investment Management, LLC | 1 | $17 | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 48 | $576 | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 91 | $1.09K | 0.00% | −375−80.5% | Reduced |
| Larson Financial Group LLC | 135 | $1.62K | 0.00% | +135 | New |
| Key Financial Inc | 150 | $1.77K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 276 | $3.31K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 300 | $3.60K | 0.00% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 333 | $4.13K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 445 | $5.34K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 500 | $6.00K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 500 | $6.00K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 563 | $6.75K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 584 | $7.00K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 599 | $7.18K | 0.00% | +18+3.1% | Added |
| Sofos Investments, Inc. | 1,000 | $12.0K | 0.00% | +1,000 | New |
| CWM, LLC | 1,023 | $12.0K | 0.00% | −27−2.6% | Reduced |
| Sound Income Strategies, LLC | 1,118 | $12.9K | 0.00% | +1,118 | New |
| GPS Wealth Strategies Group, LLC | 1,079 | $12.9K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,132 | $13.6K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 1,500 | $18.0K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,514 | $18.2K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 1,899 | $22.8K | 0.00% | +1,200+171.7% | Added |
| Activest Wealth Management | 2,266 | $27.2K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 2,424 | $29.1K | 0.00% | +1,764+267.3% | Added |
| Ameritas Advisory Services, LLC | 2,518 | $30.2K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 2,577 | $30.9K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 3,114 | $37.5K | 0.00% | −3,500−52.9% | Reduced |
| Allworth Financial LP | 3,223 | $38.6K | 0.00% | −10.0% | Reduced |
| Signaturefd, LLC | 3,387 | $40.6K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 3,500 | $42.0K | 0.01% | +3,500 | New |
| CIBC Private Wealth Group, LLC | 3,675 | $44.1K | 0.00% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 3,871 | $46.0K | 0.00% | +3,871 | New |
| Financial Consulate, Inc | 3,841 | $46.1K | 0.01% | +3,841 | New |
| Access Investment Management LLC | 4,000 | $48.0K | 0.01% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 4,592 | $55.1K | 0.00% | +4,592 | New |
| Promus Capital, LLC | 5,300 | $63.5K | 0.04% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 5,758 | $69.0K | 0.00% | −3,755−39.5% | Reduced |
| Security National Bank | 6,044 | $72.5K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 6,782 | $81.3K | 0.00% | +373+5.8% | Added |
| Nomura Asset Management Co Ltd | 7,218 | $86.5K | 0.00% | +512+7.6% | Added |
| Parkside Financial Bank & Trust | 7,503 | $90.0K | 0.01% | +227+3.1% | Added |
| Parallel Advisors, LLC | 7,517 | $90.1K | 0.00% | −163−2.1% | Reduced |
| Westchester Capital Management, LLC | 7,702 | $92.3K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 8,804 | $105.6K | 0.03% | 00.0% | Unchanged |
| Morris Retirement Advisors, LLC | 10,217 | $122.5K | 0.05% | +10,217 | New |
| Stablepoint Partners, LLC | 10,255 | $123.0K | 0.02% | +10,255 | New |
| Private Management Group Inc | 10,317 | $123.7K | 0.00% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 10,335 | $123.9K | 0.00% | +317+3.2% | Added |
| Guggenheim Capital LLC | 10,378 | $124.4K | 0.00% | −65−0.6% | Reduced |
| Atlantic Union Bankshares Corp | 10,500 | $125.9K | 0.00% | +10,500 | New |
| Williams Jones Wealth Management, LLC. | 10,901 | $130.7K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 11,000 | $131.9K | 0.04% | −2,731−19.9% | Reduced |
| Permanens Capital L.P. | 11,029 | $132.2K | 0.02% | +11,029 | New |
| Sovereign Financial Group, Inc. | 11,212 | $134.4K | 0.03% | −901−7.4% | Reduced |
| Easterly Investment Partners LLC | 11,476 | $137.6K | 0.01% | +11,476 | New |
| AlphaCore Capital LLC | 11,889 | $142.5K | 0.00% | +360+3.1% | Added |
| Redmont Wealth Advisors LLC | 13,054 | $156.5K | 0.22% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 13,231 | $158.6K | 0.00% | +412+3.2% | Added |
| Founders Financial Alliance, LLC | 13,587 | $162.9K | 0.03% | +13,587 | New |
| Orrstown Financial Services Inc | 13,640 | $163.5K | 0.03% | 00.0% | Unchanged |
| Melfa Wealth Management, LLC | 13,718 | $164.5K | 0.10% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 14,051 | $168.5K | 0.01% | −143,177−91.1% | Reduced |
| The PNC Financial Services Group, Inc. | 14,142 | $169.6K | 0.00% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 14,175 | $170.0K | 0.03% | +14,175 | New |
| Wiley Bros.-Aintree Capital, LLC | 14,621 | $175.3K | 0.00% | −24,003−62.1% | Reduced |
| Essex Financial Services, Inc. | 14,640 | $175.5K | 0.01% | +4,019+37.8% | Added |
| D. E. Shaw & Co., Inc. | 14,989 | $179.7K | 0.00% | +14,989 | New |
| Arete Wealth Advisors, LLC | 15,633 | $187.0K | 0.01% | −305−1.9% | Reduced |
| Stratos Wealth Partners, LTD. | 15,600 | $187.0K | 0.00% | +15,600 | New |
| Resources Investment Advisors, LLC. | 15,615 | $187.2K | 0.00% | −3,332−17.6% | Reduced |
| Oppenheimer & Co Inc | 16,063 | $192.6K | 0.00% | +320+2.0% | Added |
| Marshall Wace, LLP | 16,761 | $201.0K | 0.00% | +16,761 | New |
| Creative Planning | 16,905 | $202.7K | 0.00% | +2,366+16.3% | Added |
| Brevan Howard Capital Management LP | 17,235 | $206.6K | 0.00% | −6,545−27.5% | Reduced |
| Onyx Bridge Wealth Group LLC | 17,803 | $213.5K | 0.02% | +264+1.5% | Added |
| National Asset Management, Inc. | 19,102 | $229.0K | 0.01% | 00.0% | Unchanged |
| ProShare Advisors LLC | 19,622 | $235.3K | 0.00% | +1,076+5.8% | Added |
| Everstar Asset Management, LLC | 20,850 | $250.0K | 0.14% | 00.0% | Unchanged |
| US Bancorp | 21,026 | $252.1K | 0.00% | −2,333−10.0% | Reduced |
| Goldman Sachs Group Inc | 21,772 | $261.0K | 0.00% | +21,772 | New |
| Oxford Asset Management LLP | 22,066 | $264.6K | 0.09% | +22,066 | New |
| Virtu Financial LLC | 22,104 | $265.0K | 0.01% | +22,104 | New |
| Walled Lake Planning & Wealth Management, LLC | 22,271 | $267.0K | 0.09% | 00.0% | Unchanged |
| Generali Investments CEE, investicni spolecnost, a.s. | 22,281 | $267.1K | 0.02% | −1,858−7.7% | Reduced |
| Caxton Associates LLP | 22,441 | $269.1K | 0.01% | +9,555+74.2% | 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 |
| Advisory Services Network, LLC | 23,552 | $282.4K | 0.00% | +22+0.1% | Added |
| Aquatic Capital Management LLC | 23,593 | $282.9K | 0.01% | +23,593 | New |
| GWM Advisors LLC | 24,128 | $289.3K | 0.00% | −302−1.2% | Reduced |
| First Commonwealth Financial Corp | 24,928 | $298.9K | 0.05% | +753+3.1% | Added |
| Truist Financial Corp | 26,450 | $317.1K | 0.00% | +600+2.3% | Added |
| International Assets Investment Management, LLC | 25,996 | $323.9K | 0.03% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 30,303 | $364.0K | 0.00% | +30,303 | New |
| Verition Fund Management LLC | 30,400 | $364.5K | 0.00% | −17,189−36.1% | Reduced |
| Cetera Investment Advisers | 33,093 | $396.8K | 0.00% | +2,709+8.9% | Added |
| Capital Advisory Group Advisory Services, LLC | 33,674 | $403.8K | 0.13% | −1,003−2.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 35,910 | $430.6K | 0.00% | +619+1.8% | Added |
| Wedbush Securities Inc | 35,952 | $431.0K | 0.01% | −691−1.9% | Reduced |