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 |
|---|---|---|---|---|---|
| Frazier Financial Advisors, LLC | 1 | $7 | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 1 | $16 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 3 | $34 | 0.00% | +3 | New |
| Whipplewood Advisors, LLC | 39 | $446 | 0.00% | −42,003−99.9% | Reduced |
| N.E.W. Advisory Services LLC | 50 | $567 | 0.00% | +2+4.2% | Added |
| Group One Trading, L.P. | 99 | $1.13K | 0.00% | −1,800−94.8% | Reduced |
| Key Financial Inc | 150 | $1.72K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 276 | $3.16K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 300 | $3.43K | 0.00% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 333 | $3.71K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 360 | $4.12K | 0.00% | +360 | New |
| Global Retirement Partners, LLC | 445 | $5.09K | 0.00% | 00.0% | Unchanged |
| Garton & Associates Financial Advisors LLC | 480 | $5.49K | 0.00% | +480 | New |
| Assetmark, Inc | 500 | $5.72K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 619 | $7.08K | 0.00% | +20+3.3% | Added |
| Farther Finance Advisors, LLC | 620 | $7.09K | 0.00% | +36+6.2% | Added |
| Hantz Financial Services, Inc. | 722 | $8.00K | 0.00% | +222+44.4% | Added |
| Sofos Investments, Inc. | 750 | $8.58K | 0.00% | −250−25.0% | Reduced |
| NCP Inc. | 823 | $9.42K | 0.01% | +823 | New |
| Decker Retirement Planning Inc. | 875 | $10.0K | 0.00% | +875 | New |
| Northwestern Mutual Wealth Management Co | 896 | $10.3K | 0.00% | +333+59.1% | Added |
| Hilton Head Capital Partners, LLC | 919 | $10.5K | 0.01% | +919 | New |
| GPS Wealth Strategies Group, LLC | 1,114 | $12.7K | 0.01% | +35+3.2% | Added |
| Nomura Asset Management Co Ltd | 1,138 | $13.0K | 0.00% | −6,080−84.2% | Reduced |
| Anchor Investment Management, LLC | 1,145 | $13.1K | 0.00% | −1,432−55.6% | Reduced |
| CWM, LLC | 1,190 | $14.0K | 0.00% | +167+16.3% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,253 | $14.3K | 0.00% | +1,253 | New |
| CoreCap Advisors, LLC | 1,465 | $16.8K | 0.00% | +333+29.4% | Added |
| Founders Capital Management | 1,500 | $17.2K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,515 | $17.3K | 0.00% | +1+0.1% | Added |
| Cape Investment Advisory, Inc. | 1,784 | $20.4K | 0.01% | +1,784 | New |
| Activest Wealth Management | 2,266 | $25.9K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 2,424 | $27.7K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 2,989 | $34.6K | 0.00% | +1,871+167.4% | Added |
| Advocate Investing Services LLC | 3,133 | $35.8K | 0.03% | +3,133 | New |
| Allworth Financial LP | 3,356 | $38.4K | 0.00% | +133+4.1% | Added |
| Signaturefd, LLC | 3,447 | $39.4K | 0.00% | +60+1.8% | Added |
| UMA Financial Services, Inc. | 3,500 | $40.0K | 0.01% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 3,675 | $42.0K | 0.00% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 3,871 | $44.0K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 3,884 | $44.4K | 0.00% | +770+24.7% | Added |
| Financial Consulate, Inc | 3,968 | $45.4K | 0.01% | +127+3.3% | Added |
| Access Investment Management LLC | 4,000 | $48.0K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 4,669 | $53.4K | 0.00% | −2,848−37.9% | Reduced |
| Rockefeller Capital Management L.P. | 5,480 | $62.7K | 0.00% | −74,240−93.1% | Reduced |
| Redmont Wealth Advisors LLC | 5,574 | $63.8K | 0.10% | −7,480−57.3% | Reduced |
| Harbour Investments, Inc. | 6,409 | $73.3K | 0.00% | −373−5.5% | Reduced |
| Tower Research Capital LLC (TRC) | 7,161 | $81.9K | 0.00% | +1,403+24.4% | Added |
| Westchester Capital Management, LLC | 7,702 | $88.1K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 7,751 | $88.7K | 0.01% | +248+3.3% | Added |
| Kestra Advisory Services, LLC | 9,490 | $108.6K | 0.00% | +9,490 | New |
| Kingsview Wealth Management, LLC | 10,049 | $115.0K | 0.00% | +10,049 | New |
| Guggenheim Capital LLC | 10,377 | $118.7K | 0.00% | −10.0% | Reduced |
| Decision Investments, Inc | 10,430 | $119.3K | 0.13% | +10,430 | New |
| Atlantic Union Bankshares Corp | 10,500 | $120.1K | 0.00% | 00.0% | Unchanged |
| Morris Retirement Advisors, LLC | 10,554 | $120.7K | 0.05% | +337+3.3% | Added |
| Oppenheimer & Co Inc | 10,730 | $122.8K | 0.00% | −5,333−33.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 10,825 | $124.0K | 0.00% | +10,825 | New |
| Williams Jones Wealth Management, LLC. | 10,901 | $124.7K | 0.00% | 00.0% | Unchanged |
| Permanens Capital L.P. | 11,029 | $126.2K | 0.02% | 00.0% | Unchanged |
| Sovereign Financial Group, Inc. | 11,112 | $127.1K | 0.02% | −100−0.9% | Reduced |
| Tyche Wealth Partners LLC | 11,500 | $131.6K | 0.02% | −12,000−51.1% | Reduced |
| Sowell Financial Services LLC | 11,808 | $135.1K | 0.00% | +11,808 | New |
| Resources Investment Advisors, LLC. | 11,936 | $136.5K | 0.00% | −3,679−23.6% | Reduced |
| Founders Financial Alliance, LLC | 11,987 | $137.1K | 0.03% | −1,600−11.8% | Reduced |
| Easterly Investment Partners LLC | 12,148 | $139.0K | 0.01% | +672+5.9% | Added |
| AdvisorNet Financial, Inc | 12,213 | $139.7K | 0.01% | −1,838−13.1% | Reduced |
| AlphaCore Capital LLC | 12,914 | $147.7K | 0.00% | +1,025+8.6% | Added |
| Pensionmark Financial Group, LLC | 13,075 | $149.6K | 0.00% | +13,075 | New |
| Advisory Services Network, LLC | 13,576 | $155.3K | 0.00% | −9,976−42.4% | Reduced |
| Orrstown Financial Services Inc | 13,640 | $156.0K | 0.03% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 13,667 | $156.4K | 0.00% | +436+3.3% | Added |
| Melfa Wealth Management, LLC | 13,718 | $156.9K | 0.09% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 14,065 | $160.9K | 0.05% | +5,261+59.8% | Added |
| The PNC Financial Services Group, Inc. | 14,142 | $161.8K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 14,142 | $161.8K | 0.00% | −2,763−16.3% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 16,652 | $175.1K | 0.00% | +2,031+13.9% | Added |
| Goldman Sachs Group Inc | 16,795 | $192.1K | 0.00% | −4,977−22.9% | Reduced |
| Papamarkou Wellner Asset Management inc. | 16,941 | $193.8K | 0.12% | +16,941 | New |
| Americana Partners, LLC | 16,952 | $193.9K | 0.01% | +16,952 | New |
| Shade Tree Advisors LLC | 17,099 | $195.6K | 0.15% | +17,099 | New |
| Onyx Bridge Wealth Group LLC | 18,092 | $207.0K | 0.02% | +289+1.6% | Added |
| Dynamic Technology Lab Private Ltd | 18,153 | $208.0K | 0.05% | +18,153 | New |
| Squarepoint Ops LLC | 18,322 | $209.6K | 0.00% | +18,322 | New |
| ProShare Advisors LLC | 18,531 | $212.0K | 0.00% | −1,091−5.6% | Reduced |
| Truist Financial Corp | 19,250 | $220.2K | 0.00% | −7,200−27.2% | Reduced |
| National Asset Management, Inc. | 19,303 | $220.8K | 0.01% | +201+1.1% | Added |
| Everstar Asset Management, LLC | 20,150 | $230.5K | 0.12% | −700−3.4% | Reduced |
| US Bancorp | 21,026 | $240.5K | 0.00% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 22,200 | $254.0K | 0.00% | +6,600+42.3% | Added |
| Generali Investments CEE, investicni spolecnost, a.s. | 22,281 | $254.9K | 0.02% | 00.0% | Unchanged |
| Caxton Associates LLP | 22,441 | $256.7K | 0.01% | 00.0% | Unchanged |
| DKM Wealth Management, Inc. | 23,500 | $268.8K | 0.20% | 00.0% | Unchanged |
| VARCOV Co. | 23,732 | $271.5K | 0.11% | +23,732 | New |
| GWM Advisors LLC | 23,927 | $273.7K | 0.00% | −201−0.8% | Reduced |
| TrueMark Investments, LLC | 24,108 | $275.8K | 0.05% | +24,108 | New |
| Two Sigma Advisers, LP | 24,254 | $277.5K | 0.00% | −32,366−57.2% | Reduced |
| First Commonwealth Financial Corp | 24,927 | $285.2K | 0.05% | −10.0% | Reduced |
| International Assets Investment Management, LLC | 25,861 | $295.9K | 0.02% | −135−0.5% | Reduced |
| Virtu Financial LLC | 26,960 | $308.0K | 0.01% | +4,856+22.0% | Added |