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 |
|---|---|---|---|---|---|
| Meridian Investment Counsel Inc. | 36,013 | $431.8K | 0.11% | −6,032−14.3% | Reduced |
| Principal Securities, Inc. | 40,350 | $483.8K | 0.01% | +3,351+9.1% | Added |
| LeClair Wealth Partners LLC | 40,885 | $490.2K | 0.31% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 42,042 | $504.1K | 0.33% | −21,299−33.6% | Reduced |
| TCFG Wealth Management, LLC | 43,687 | $523.8K | 0.21% | +2,031+4.9% | Added |
| Great West Life Assurance Co | 44,756 | $535.0K | 0.00% | −49,101−52.3% | Reduced |
| Shufro Rose & Co LLC | 41,834 | $538.0K | 0.04% | 00.0% | Unchanged |
| Northern Trust Corp | 45,449 | $544.9K | 0.00% | +12,368+37.4% | Added |
| Trexquant Investment LP | 50,173 | $601.6K | 0.01% | +36,396+264.2% | Added |
| JPMorgan Chase & Co | 52,229 | $626.2K | 0.00% | −6,534−11.1% | Reduced |
| Panoramic Investment Advisors, LLC | 53,630 | $643.0K | 0.36% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 56,620 | $678.9K | 0.00% | −166,600−74.6% | Reduced |
| Envestnet Asset Management Inc | 56,947 | $682.8K | 0.00% | +8,109+16.6% | Added |
| Millennium Capital Advisors, LLC | 57,223 | $686.1K | 0.41% | +32,027+127.1% | Added |
| Lido Advisors, LLC | 59,670 | $715.5K | 0.00% | −9,488−13.7% | Reduced |
| Camelot Portfolios, LLC | 63,262 | $758.5K | 0.45% | +1,378+2.2% | Added |
| Capital Investment Advisors, LLC | 64,997 | $779.3K | 0.01% | −5,437−7.7% | Reduced |
| Virtus Investment Advisers, Inc. | 70,233 | $842.1K | 0.24% | +720+1.0% | Added |
| Sigma Planning Corp | 71,259 | $854.4K | 0.02% | −1,787−2.4% | Reduced |
| Denali Advisors LLC | 74,432 | $892.4K | 0.10% | −13,249−15.1% | Reduced |
| Rockefeller Capital Management L.P. | 79,720 | $955.8K | 0.00% | +2,443+3.2% | Added |
| Sharpepoint LLC | 84,375 | $1.01M | 0.91% | +3,812+4.7% | Added |
| Stephens Inc | 84,737 | $1.02M | 0.01% | +546+0.6% | Added |
| Comerica Bank | 86,376 | $1.04M | 0.00% | −5,579−6.1% | Reduced |
| HighTower Advisors, LLC | 89,841 | $1.08M | 0.00% | +349+0.4% | Added |
| Global Wealth Management Investment Advisory, Inc. | 90,935 | $1.09M | 0.18% | +5,715+6.7% | Added |
| Almitas Capital LLC | 92,717 | $1.11M | 0.25% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 92,736 | $1.11M | 0.00% | −20,199−17.9% | Reduced |
| LSV Asset Management | 96,100 | $1.15M | 0.00% | −8,766−8.4% | Reduced |
| Kovitz Investment Group Partners, LLC | 101,666 | $1.22M | 0.00% | −8,000−7.3% | Reduced |
| Arkadios Wealth Advisors | 104,524 | $1.25M | 0.03% | +570+0.5% | Added |
| Raymond James Financial Inc | 111,294 | $1.33M | 0.00% | +62,983+130.4% | Added |
| Millennium Management LLC | 122,591 | $1.47M | 0.00% | −124,332−50.4% | Reduced |
| J.W. Cole Advisors, Inc. | 126,393 | $1.52M | 0.03% | +7,225+6.1% | Added |
| Confluence Investment Management LLC | 131,701 | $1.58M | 0.02% | −33,454−20.3% | Reduced |
| Advisor Group Holdings, Inc. | 140,297 | $1.79M | 0.00% | +44,599+46.6% | Added |
| Bank of America Corp | 150,080 | $1.80M | 0.00% | −44,185−22.7% | Reduced |
| Stifel Financial Corp | 150,909 | $1.81M | 0.00% | −183,537−54.9% | Reduced |
| DnB Asset Management AS | 164,114 | $1.97M | 0.01% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 167,218 | $2.00M | 0.07% | −56,339−25.2% | Reduced |
| Garner Asset Management Corp | 170,273 | $2.05M | 0.83% | +58,642+52.5% | Added |
| Two Sigma Investments, LP | 176,562 | $2.12M | 0.00% | −45,897−20.6% | Reduced |
| Naviter Wealth, LLC | 204,109 | $2.45M | 0.28% | +850+0.4% | Added |
| Royal Bank of Canada | 225,831 | $2.71M | 0.00% | −11,378−4.8% | Reduced |
| Neuberger Berman Group LLC | 229,318 | $2.75M | 0.00% | −242,936−51.4% | Reduced |
| CF Capital LLC | 250,000 | $3.00M | 1.84% | +250,000 | New |
| United Advisor Group, LLC | 270,816 | $3.25M | 0.44% | +13,964+5.4% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 287,296 | $3.44M | 0.03% | +15,749+5.8% | Added |
| Advisors Asset Management, Inc. | 289,415 | $3.47M | 0.06% | −72,976−20.1% | Reduced |
| BlackRock, Inc. | 324,874 | $3.90M | 0.00% | −287,003−46.9% | Reduced |
| D.A. Davidson & Co. | 344,057 | $4.13M | 0.03% | +16,002+4.9% | Added |
| Janney Montgomery Scott LLC | 395,834 | $4.75M | 0.01% | +339,259+599.7% | Added |
| Castlekeep Investment Advisors LLC | 398,683 | $4.78M | 2.24% | +9,772+2.5% | Added |
| Foundations Investment Advisors, LLC | 400,283 | $4.80M | 0.07% | +28,455+7.7% | Added |
| Ameriprise Financial Inc | 417,160 | $5.00M | 0.00% | +14,524+3.6% | Added |
| Ethos Financial Group, LLC | 423,178 | $5.07M | 0.40% | +1,277+0.3% | Added |
| Condor Capital Management | 429,367 | $5.15M | 0.42% | +16,492+4.0% | Added |
| Commonwealth Equity Services, LLC | 474,348 | $5.69M | 0.01% | +8,320+1.8% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 503,351 | $6.04M | 0.00% | +168,357+50.3% | Added |
| LPL Financial LLC | 507,420 | $6.08M | 0.00% | −31,047−5.8% | Reduced |
| Callodine Capital Management, LP | 510,808 | $6.12M | 0.54% | +10,808+2.2% | Added |
| Wells Fargo & Company | 543,118 | $6.51M | 0.00% | −41,847−7.2% | Reduced |
| Ares Management LLC | 545,532 | $6.54M | 0.30% | 00.0% | Unchanged |
| Muzinich & Co., Inc. | 571,520 | $6.85M | 2.66% | +170,127+42.4% | Added |
| Legal & General Group Plc | 577,821 | $6.92M | 0.00% | −39,031−6.3% | Reduced |
| Cura Wealth Advisors, LLC | 617,918 | $7.41M | 2.85% | −91,041−12.8% | Reduced |
| Franklin Resources Inc | 770,828 | $9.24M | 0.00% | −1,710−0.2% | Reduced |
| Invesco Ltd. | 880,437 | $10.6M | 0.00% | +109,999+14.3% | Added |
| Next Capital Management LLC | 1,341,585 | $16.1M | 5.37% | +616,184+84.9% | Added |
| UBS Group AG | 1,701,175 | $20.4M | 0.00% | +33,887+2.0% | Added |
| Morgan Stanley | 1,916,834 | $23.0M | 0.00% | +29,694+1.6% | Added |
| Apollo Management Holdings, L.P. | 2,388,863 | $28.6M | 0.43% | +60.0% | Added |
| Van Eck Associates Corp | 2,511,678 | $30.1M | 0.03% | +121,523+5.1% | Added |
| Thornburg Investment Management Inc | 3,137,783 | $37.6M | 0.49% | +200,000+6.8% | Added |
| M Holdings Securities, Inc. | 0 | $0 | 0.00% | −72,318−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −51,851−100.0% | Sold out |
| Evoke Wealth, LLC | 0 | $0 | 0.00% | −36,800−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −24,371−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −19,263−100.0% | Sold out |
| Westbourne Investments, Inc. | 0 | $0 | 0.00% | −18,930−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −18,246−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −15,105−100.0% | Sold out |
| StoneX Group Inc. | 0 | $0 | 0.00% | −13,956−100.0% | Sold out |
| Axim Planning & Wealth | 0 | $0 | 0.00% | −11,780−100.0% | Sold out |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −11,358−100.0% | Sold out |
| Ausdal Financial Partners, Inc. | 0 | $0 | 0.00% | −10,999−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −10,561−100.0% | Sold out |
| Transce3nd, LLC | 0 | $0 | 0.00% | −5,439−100.0% | Sold out |
| Bessemer Group Inc | 0 | $0 | 0.00% | −3,304−100.0% | Sold out |
| Cape Investment Advisory, Inc. | 0 | $0 | 0.00% | −1,784−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −764−100.0% | Sold out |
| Graypoint LLC | – | – | – | – | Not filed |
| Congress Wealth Management LLC | – | – | – | – | Not filed |