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 |
|---|---|---|---|---|---|
| Creative Planning | 16,905 | $202.7K | 0.00% | +2,366+16.3% | Added |
| Marshall Wace, LLP | 16,761 | $201.0K | 0.00% | +16,761 | New |
| Oppenheimer & Co Inc | 16,063 | $192.6K | 0.00% | +320+2.0% | Added |
| Resources Investment Advisors, LLC. | 15,615 | $187.2K | 0.00% | −3,332−17.6% | Reduced |
| Stratos Wealth Partners, LTD. | 15,600 | $187.0K | 0.00% | +15,600 | New |
| Arete Wealth Advisors, LLC | 15,633 | $187.0K | 0.01% | −305−1.9% | Reduced |
| D. E. Shaw & Co., Inc. | 14,989 | $179.7K | 0.00% | +14,989 | New |
| Essex Financial Services, Inc. | 14,640 | $175.5K | 0.01% | +4,019+37.8% | Added |
| Wiley Bros.-Aintree Capital, LLC | 14,621 | $175.3K | 0.00% | −24,003−62.1% | Reduced |
| Fox Run Management, L.L.C. | 14,175 | $170.0K | 0.03% | +14,175 | New |
| The PNC Financial Services Group, Inc. | 14,142 | $169.6K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 14,051 | $168.5K | 0.01% | −143,177−91.1% | Reduced |
| Melfa Wealth Management, LLC | 13,718 | $164.5K | 0.10% | 00.0% | Unchanged |
| Orrstown Financial Services Inc | 13,640 | $163.5K | 0.03% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 13,587 | $162.9K | 0.03% | +13,587 | New |
| HB Wealth Management, LLC | 13,231 | $158.6K | 0.00% | +412+3.2% | Added |
| Redmont Wealth Advisors LLC | 13,054 | $156.5K | 0.22% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 11,889 | $142.5K | 0.00% | +360+3.1% | Added |
| Easterly Investment Partners LLC | 11,476 | $137.6K | 0.01% | +11,476 | New |
| Sovereign Financial Group, Inc. | 11,212 | $134.4K | 0.03% | −901−7.4% | Reduced |
| Permanens Capital L.P. | 11,029 | $132.2K | 0.02% | +11,029 | New |
| Accel Wealth Management | 11,000 | $131.9K | 0.04% | −2,731−19.9% | Reduced |
| Williams Jones Wealth Management, LLC. | 10,901 | $130.7K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 10,500 | $125.9K | 0.00% | +10,500 | New |
| Guggenheim Capital LLC | 10,378 | $124.4K | 0.00% | −65−0.6% | Reduced |
| Wealthspire Advisors, LLC | 10,335 | $123.9K | 0.00% | +317+3.2% | Added |
| Private Management Group Inc | 10,317 | $123.7K | 0.00% | 00.0% | Unchanged |
| Stablepoint Partners, LLC | 10,255 | $123.0K | 0.02% | +10,255 | New |
| Morris Retirement Advisors, LLC | 10,217 | $122.5K | 0.05% | +10,217 | New |
| Anfield Capital Management, LLC | 8,804 | $105.6K | 0.03% | 00.0% | Unchanged |
| Westchester Capital Management, LLC | 7,702 | $92.3K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 7,517 | $90.1K | 0.00% | −163−2.1% | Reduced |
| Parkside Financial Bank & Trust | 7,503 | $90.0K | 0.01% | +227+3.1% | Added |
| Nomura Asset Management Co Ltd | 7,218 | $86.5K | 0.00% | +512+7.6% | Added |
| Harbour Investments, Inc. | 6,782 | $81.3K | 0.00% | +373+5.8% | Added |
| Security National Bank | 6,044 | $72.5K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 5,758 | $69.0K | 0.00% | −3,755−39.5% | Reduced |
| Promus Capital, LLC | 5,300 | $63.5K | 0.04% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 4,592 | $55.1K | 0.00% | +4,592 | New |
| Access Investment Management LLC | 4,000 | $48.0K | 0.01% | 00.0% | Unchanged |
| Financial Consulate, Inc | 3,841 | $46.1K | 0.01% | +3,841 | New |
| State of Alaska, Department of Revenue | 3,871 | $46.0K | 0.00% | +3,871 | New |
| CIBC Private Wealth Group, LLC | 3,675 | $44.1K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 3,500 | $42.0K | 0.01% | +3,500 | New |
| Signaturefd, LLC | 3,387 | $40.6K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 3,223 | $38.6K | 0.00% | −10.0% | Reduced |
| Jones Financial Companies LLLP | 3,114 | $37.5K | 0.00% | −3,500−52.9% | Reduced |
| Anchor Investment Management, LLC | 2,577 | $30.9K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 2,518 | $30.2K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 2,424 | $29.1K | 0.00% | +1,764+267.3% | Added |
| Activest Wealth Management | 2,266 | $27.2K | 0.01% | 00.0% | Unchanged |
| Group One Trading, L.P. | 1,899 | $22.8K | 0.00% | +1,200+171.7% | Added |
| IFP Advisors, Inc | 1,514 | $18.2K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 1,500 | $18.0K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,132 | $13.6K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,079 | $12.9K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1,118 | $12.9K | 0.00% | +1,118 | New |
| CWM, LLC | 1,023 | $12.0K | 0.00% | −27−2.6% | Reduced |
| Sofos Investments, Inc. | 1,000 | $12.0K | 0.00% | +1,000 | New |
| Aventura Private Wealth, LLC | 599 | $7.18K | 0.00% | +18+3.1% | Added |
| Farther Finance Advisors, LLC | 584 | $7.00K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 563 | $6.75K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 500 | $6.00K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 500 | $6.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 445 | $5.34K | 0.00% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 333 | $4.13K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 300 | $3.60K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 276 | $3.31K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 150 | $1.77K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 135 | $1.62K | 0.00% | +135 | New |
| Trust Co of Vermont | 91 | $1.09K | 0.00% | −375−80.5% | Reduced |
| N.E.W. Advisory Services LLC | 48 | $576 | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 1 | $17 | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 1 | $7 | 0.00% | +1 | 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 |