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, Q4 2025
Institutional positions in MidCap Financial Investment Corp as of Dec 31, 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
- 192
- +19 vs. Q3 2025
- Shares held
- 31.7M
- +2.47M (+8.5%) vs. Q3 2025
- Total value
- $362.5M
- +$12.1M (+3.4%) vs. Q3 2025
- New holders
- 35
- 57 more added
- Sold out
- 16
- 67 more reduced
1 institution that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding MidCap Financial Investment Corp; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Thornburg Investment Management Inc | 3,137,783 | $35.9M | 0.45% | 00.0% | Unchanged |
| Apollo Management Holdings, L.P. | 2,388,870 | $27.3M | 0.27% | +70.0% | Added |
| Van Eck Associates Corp | 2,321,600 | $26.6M | 0.02% | −190,078−7.6% | Reduced |
| UBS Group AG | 2,024,312 | $23.2M | 0.00% | +323,137+19.0% | Added |
| Morgan Stanley | 1,743,681 | $19.9M | 0.00% | −173,153−9.0% | Reduced |
| Next Capital Management LLC | 1,484,349 | $17.0M | 5.44% | +142,764+10.6% | Added |
| Diameter Capital Partners LP | 1,013,005 | $11.6M | 1.21% | +1,013,005 | New |
| Invesco Ltd. | 911,041 | $10.4M | 0.00% | +30,604+3.5% | Added |
| Muzinich & Co., Inc. | 714,776 | $8.18M | 2.57% | +143,256+25.1% | Added |
| CF Capital LLC | 651,326 | $7.45M | 3.70% | +401,326+160.5% | Added |
| Legal & General Group Plc | 651,851 | $7.45M | 0.00% | +74,030+12.8% | Added |
| Cura Wealth Advisors, LLC | 641,918 | $7.34M | 2.78% | +24,000+3.9% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 549,575 | $6.29M | 0.00% | +46,224+9.2% | Added |
| Ares Management LLC | 545,532 | $6.24M | 0.36% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 486,444 | $5.56M | 0.07% | +86,161+21.5% | Added |
| Raymond James Financial Inc | 486,406 | $5.56M | 0.00% | +375,112+337.0% | Added |
| Callodine Capital Management, LP | 483,408 | $5.53M | 0.44% | −27,400−5.4% | Reduced |
| Condor Capital Management | 456,217 | $5.22M | 0.42% | +26,850+6.3% | Added |
| Franklin Resources Inc | 445,302 | $5.09M | 0.00% | −325,526−42.2% | Reduced |
| Rivernorth Capital Management, LLC | 414,430 | $4.74M | 0.22% | +414,430 | New |
| Ethos Financial Group, LLC | 393,598 | $4.50M | 0.33% | −29,580−7.0% | Reduced |
| Two Sigma Investments, LP | 387,499 | $4.43M | 0.01% | +210,937+119.5% | Added |
| Castlekeep Investment Advisors LLC | 384,937 | $4.40M | 1.99% | −13,746−3.4% | Reduced |
| Janney Montgomery Scott LLC | 364,142 | $4.17M | 0.01% | −31,692−8.0% | Reduced |
| D.A. Davidson & Co. | 350,071 | $4.00M | 0.02% | +6,014+1.7% | Added |
| LPL Financial LLC | 317,470 | $3.63M | 0.00% | −189,950−37.4% | Reduced |
| BlackRock, Inc. | 316,204 | $3.62M | 0.00% | −8,670−2.7% | Reduced |
| Wells Fargo & Company | 304,699 | $3.49M | 0.00% | −238,419−43.9% | Reduced |
| Russell Investments Group, Ltd. | 264,315 | $3.02M | 0.00% | +264,315 | New |
| United Advisor Group, LLC | 255,718 | $2.93M | 0.38% | −15,098−5.6% | Reduced |
| Jane Street Group, LLC | 250,307 | $2.86M | 0.00% | +250,307 | New |
| Advisors Asset Management, Inc. | 248,193 | $2.84M | 0.05% | −41,222−14.2% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 241,364 | $2.76M | 0.02% | −45,932−16.0% | Reduced |
| Royal Bank of Canada | 219,049 | $2.51M | 0.00% | −6,782−3.0% | Reduced |
| Neuberger Berman Group LLC | 205,660 | $2.35M | 0.00% | −23,658−10.3% | Reduced |
| Cerity Partners LLC | 199,049 | $2.28M | 0.00% | +199,049 | New |
| Closed-End Fund Advisors, Inc. | 183,892 | $2.10M | 1.24% | +183,892 | New |
| Ameriprise Financial Inc | 173,655 | $1.99M | 0.00% | −243,505−58.4% | Reduced |
| Naviter Wealth, LLC | 167,014 | $1.91M | 0.25% | −37,095−18.2% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 159,675 | $1.83M | 0.06% | −7,543−4.5% | Reduced |
| DnB Asset Management AS | 153,358 | $1.75M | 0.01% | −10,756−6.6% | Reduced |
| Garner Asset Management Corp | 148,905 | $1.70M | 0.65% | −21,368−12.5% | Reduced |
| Advisor Group Holdings, Inc. | 146,759 | $1.68M | 0.00% | +6,462+4.6% | Added |
| Bank of America Corp | 141,045 | $1.61M | 0.00% | −9,035−6.0% | Reduced |
| Almitas Capital LLC | 135,477 | $1.55M | 0.34% | +42,760+46.1% | Added |
| XTX Topco Ltd | 135,297 | $1.55M | 0.04% | +135,297 | New |
| J.W. Cole Advisors, Inc. | 133,221 | $1.52M | 0.04% | +6,828+5.4% | Added |
| Lazard Asset Management LLC | 125,395 | $1.43M | 0.00% | +32,659+35.2% | Added |
| Confluence Investment Management LLC | 123,357 | $1.41M | 0.02% | −8,344−6.3% | Reduced |
| D. E. Shaw & Co., Inc. | 119,977 | $1.37M | 0.00% | +104,988+700.4% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 119,214 | $1.36M | 0.01% | +119,214 | New |
| Sharpepoint LLC | 103,569 | $1.18M | 0.71% | +19,194+22.7% | Added |
| Arkadios Wealth Advisors | 102,945 | $1.18M | 0.02% | −1,579−1.5% | Reduced |
| Colony Group, LLC | 102,066 | $1.17M | 0.00% | +102,066 | New |
| Trexquant Investment LP | 101,212 | $1.16M | 0.01% | +51,039+101.7% | Added |
| Global Wealth Management Investment Advisory, Inc. | 97,234 | $1.11M | 0.18% | +6,299+6.9% | Added |
| LSV Asset Management | 96,100 | $1.10M | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 86,137 | $985.4K | 0.00% | −239−0.3% | Reduced |
| Stephens Inc | 79,954 | $914.7K | 0.01% | −4,783−5.6% | Reduced |
| HighTower Advisors, LLC | 74,877 | $856.6K | 0.00% | −14,964−16.7% | Reduced |
| Sigma Planning Corp | 71,842 | $821.9K | 0.02% | +583+0.8% | Added |
| Lido Advisors, LLC | 64,821 | $773.7K | 0.00% | +5,151+8.6% | Added |
| Quantbot Technologies LP | 67,607 | $773.4K | 0.03% | +67,607 | New |
| BNP Paribas Arbitrage, SA | 65,100 | $744.7K | 0.00% | +60,508+1,317.7% | Added |
| Capital Investment Advisors, LLC | 62,205 | $711.6K | 0.01% | −2,792−4.3% | Reduced |
| Denali Advisors LLC | 61,762 | $706.6K | 0.08% | −12,670−17.0% | Reduced |
| Virtus Investment Advisers, Inc. | 60,236 | $689.1K | 0.19% | −9,997−14.2% | Reduced |
| Camelot Portfolios, LLC | 59,051 | $675.5K | 0.42% | −4,211−6.7% | Reduced |
| Millennium Capital Advisors, LLC | 57,223 | $654.6K | 0.39% | 00.0% | Unchanged |
| Stifel Financial Corp | 55,629 | $636.4K | 0.00% | −95,280−63.1% | Reduced |
| Envestnet Asset Management Inc | 54,735 | $626.2K | 0.00% | −2,212−3.9% | Reduced |
| Panoramic Investment Advisors, LLC | 53,630 | $613.5K | 0.33% | 00.0% | Unchanged |
| MQS Management LLC | 52,193 | $597.1K | 0.35% | +52,193 | New |
| Jump Financial, LLC | 48,637 | $556.4K | 0.01% | +48,637 | New |
| Great West Life Assurance Co | 44,668 | $510.0K | 0.00% | −88−0.2% | Reduced |
| JPMorgan Chase & Co | 44,466 | $508.7K | 0.00% | −7,763−14.9% | Reduced |
| Marshall Wace, LLP | 42,940 | $491.2K | 0.00% | +26,179+156.2% | Added |
| Principal Securities, Inc. | 42,135 | $482.0K | 0.01% | +1,785+4.4% | Added |
| TCFG Wealth Management, LLC | 41,656 | $476.5K | 0.19% | −2,031−4.6% | Reduced |
| LeClair Wealth Partners LLC | 40,885 | $467.7K | 0.27% | 00.0% | Unchanged |
| Northern Trust Corp | 40,242 | $460.4K | 0.00% | −5,207−11.5% | Reduced |
| Meridian Investment Counsel Inc. | 37,713 | $431.4K | 0.10% | +1,700+4.7% | Added |
| Shufro Rose & Co LLC | 37,267 | $426.3K | 0.03% | −4,567−10.9% | Reduced |
| Brevan Howard Capital Management LP | 34,964 | $400.0K | 0.01% | +17,729+102.9% | Added |
| Oxford Asset Management LLP | 34,889 | $399.1K | 0.14% | +12,823+58.1% | Added |
| Commonwealth Equity Services, LLC | 34,648 | $396.4K | 0.00% | −439,700−92.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 34,497 | $394.6K | 0.00% | −1,413−3.9% | Reduced |
| Susquehanna International Group, LLP | 32,841 | $375.7K | 0.00% | +32,841 | New |
| Aquatic Capital Management LLC | 32,824 | $375.5K | 0.01% | +9,231+39.1% | Added |
| Wedbush Securities Inc | 30,427 | $348.0K | 0.01% | −5,525−15.4% | Reduced |
| Verition Fund Management LLC | 30,400 | $347.8K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 28,415 | $325.1K | 0.00% | −4,678−14.1% | Reduced |
| Virtu Financial LLC | 26,960 | $308.0K | 0.01% | +4,856+22.0% | Added |
| International Assets Investment Management, LLC | 25,861 | $295.9K | 0.02% | −135−0.5% | Reduced |
| First Commonwealth Financial Corp | 24,927 | $285.2K | 0.05% | −10.0% | Reduced |
| Two Sigma Advisers, LP | 24,254 | $277.5K | 0.00% | −32,366−57.2% | Reduced |
| TrueMark Investments, LLC | 24,108 | $275.8K | 0.05% | +24,108 | New |
| GWM Advisors LLC | 23,927 | $273.7K | 0.00% | −201−0.8% | Reduced |
| VARCOV Co. | 23,732 | $271.5K | 0.11% | +23,732 | New |
| DKM Wealth Management, Inc. | 23,500 | $268.8K | 0.20% | 00.0% | Unchanged |