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 |
|---|---|---|---|---|---|
| Cetera Investment Advisers | 28,415 | $325.1K | 0.00% | −4,678−14.1% | Reduced |
| Verition Fund Management LLC | 30,400 | $347.8K | 0.00% | 00.0% | Unchanged |
| Wedbush Securities Inc | 30,427 | $348.0K | 0.01% | −5,525−15.4% | Reduced |
| Aquatic Capital Management LLC | 32,824 | $375.5K | 0.01% | +9,231+39.1% | Added |
| Susquehanna International Group, LLP | 32,841 | $375.7K | 0.00% | +32,841 | New |
| Steward Partners Investment Advisory, LLC | 34,497 | $394.6K | 0.00% | −1,413−3.9% | Reduced |
| Commonwealth Equity Services, LLC | 34,648 | $396.4K | 0.00% | −439,700−92.7% | Reduced |
| Oxford Asset Management LLP | 34,889 | $399.1K | 0.14% | +12,823+58.1% | Added |
| Brevan Howard Capital Management LP | 34,964 | $400.0K | 0.01% | +17,729+102.9% | Added |
| Shufro Rose & Co LLC | 37,267 | $426.3K | 0.03% | −4,567−10.9% | Reduced |
| Meridian Investment Counsel Inc. | 37,713 | $431.4K | 0.10% | +1,700+4.7% | Added |
| Northern Trust Corp | 40,242 | $460.4K | 0.00% | −5,207−11.5% | Reduced |
| LeClair Wealth Partners LLC | 40,885 | $467.7K | 0.27% | 00.0% | Unchanged |
| TCFG Wealth Management, LLC | 41,656 | $476.5K | 0.19% | −2,031−4.6% | Reduced |
| Principal Securities, Inc. | 42,135 | $482.0K | 0.01% | +1,785+4.4% | Added |
| Marshall Wace, LLP | 42,940 | $491.2K | 0.00% | +26,179+156.2% | Added |
| JPMorgan Chase & Co | 44,466 | $508.7K | 0.00% | −7,763−14.9% | Reduced |
| Great West Life Assurance Co | 44,668 | $510.0K | 0.00% | −88−0.2% | Reduced |
| Jump Financial, LLC | 48,637 | $556.4K | 0.01% | +48,637 | New |
| MQS Management LLC | 52,193 | $597.1K | 0.35% | +52,193 | New |
| Panoramic Investment Advisors, LLC | 53,630 | $613.5K | 0.33% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 54,735 | $626.2K | 0.00% | −2,212−3.9% | Reduced |
| Stifel Financial Corp | 55,629 | $636.4K | 0.00% | −95,280−63.1% | Reduced |
| Millennium Capital Advisors, LLC | 57,223 | $654.6K | 0.39% | 00.0% | Unchanged |
| Camelot Portfolios, LLC | 59,051 | $675.5K | 0.42% | −4,211−6.7% | Reduced |
| Virtus Investment Advisers, Inc. | 60,236 | $689.1K | 0.19% | −9,997−14.2% | Reduced |
| Denali Advisors LLC | 61,762 | $706.6K | 0.08% | −12,670−17.0% | Reduced |
| Capital Investment Advisors, LLC | 62,205 | $711.6K | 0.01% | −2,792−4.3% | Reduced |
| BNP Paribas Arbitrage, SA | 65,100 | $744.7K | 0.00% | +60,508+1,317.7% | Added |
| Quantbot Technologies LP | 67,607 | $773.4K | 0.03% | +67,607 | New |
| Lido Advisors, LLC | 64,821 | $773.7K | 0.00% | +5,151+8.6% | Added |
| Sigma Planning Corp | 71,842 | $821.9K | 0.02% | +583+0.8% | Added |
| HighTower Advisors, LLC | 74,877 | $856.6K | 0.00% | −14,964−16.7% | Reduced |
| Stephens Inc | 79,954 | $914.7K | 0.01% | −4,783−5.6% | Reduced |
| Comerica Bank | 86,137 | $985.4K | 0.00% | −239−0.3% | Reduced |
| LSV Asset Management | 96,100 | $1.10M | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 97,234 | $1.11M | 0.18% | +6,299+6.9% | Added |
| Trexquant Investment LP | 101,212 | $1.16M | 0.01% | +51,039+101.7% | Added |
| Colony Group, LLC | 102,066 | $1.17M | 0.00% | +102,066 | New |
| Arkadios Wealth Advisors | 102,945 | $1.18M | 0.02% | −1,579−1.5% | Reduced |
| Sharpepoint LLC | 103,569 | $1.18M | 0.71% | +19,194+22.7% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 119,214 | $1.36M | 0.01% | +119,214 | New |
| D. E. Shaw & Co., Inc. | 119,977 | $1.37M | 0.00% | +104,988+700.4% | Added |
| Confluence Investment Management LLC | 123,357 | $1.41M | 0.02% | −8,344−6.3% | Reduced |
| Lazard Asset Management LLC | 125,395 | $1.43M | 0.00% | +32,659+35.2% | Added |
| J.W. Cole Advisors, Inc. | 133,221 | $1.52M | 0.04% | +6,828+5.4% | Added |
| XTX Topco Ltd | 135,297 | $1.55M | 0.04% | +135,297 | New |
| Almitas Capital LLC | 135,477 | $1.55M | 0.34% | +42,760+46.1% | Added |
| Bank of America Corp | 141,045 | $1.61M | 0.00% | −9,035−6.0% | Reduced |
| Advisor Group Holdings, Inc. | 146,759 | $1.68M | 0.00% | +6,462+4.6% | Added |
| Garner Asset Management Corp | 148,905 | $1.70M | 0.65% | −21,368−12.5% | Reduced |
| DnB Asset Management AS | 153,358 | $1.75M | 0.01% | −10,756−6.6% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 159,675 | $1.83M | 0.06% | −7,543−4.5% | Reduced |
| Naviter Wealth, LLC | 167,014 | $1.91M | 0.25% | −37,095−18.2% | Reduced |
| Ameriprise Financial Inc | 173,655 | $1.99M | 0.00% | −243,505−58.4% | Reduced |
| Closed-End Fund Advisors, Inc. | 183,892 | $2.10M | 1.24% | +183,892 | New |
| Cerity Partners LLC | 199,049 | $2.28M | 0.00% | +199,049 | New |
| Neuberger Berman Group LLC | 205,660 | $2.35M | 0.00% | −23,658−10.3% | Reduced |
| Royal Bank of Canada | 219,049 | $2.51M | 0.00% | −6,782−3.0% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 241,364 | $2.76M | 0.02% | −45,932−16.0% | Reduced |
| Advisors Asset Management, Inc. | 248,193 | $2.84M | 0.05% | −41,222−14.2% | Reduced |
| Jane Street Group, LLC | 250,307 | $2.86M | 0.00% | +250,307 | New |
| United Advisor Group, LLC | 255,718 | $2.93M | 0.38% | −15,098−5.6% | Reduced |
| Russell Investments Group, Ltd. | 264,315 | $3.02M | 0.00% | +264,315 | New |
| Wells Fargo & Company | 304,699 | $3.49M | 0.00% | −238,419−43.9% | Reduced |
| BlackRock, Inc. | 316,204 | $3.62M | 0.00% | −8,670−2.7% | Reduced |
| LPL Financial LLC | 317,470 | $3.63M | 0.00% | −189,950−37.4% | Reduced |
| D.A. Davidson & Co. | 350,071 | $4.00M | 0.02% | +6,014+1.7% | Added |
| Janney Montgomery Scott LLC | 364,142 | $4.17M | 0.01% | −31,692−8.0% | Reduced |
| Castlekeep Investment Advisors LLC | 384,937 | $4.40M | 1.99% | −13,746−3.4% | Reduced |
| Two Sigma Investments, LP | 387,499 | $4.43M | 0.01% | +210,937+119.5% | Added |
| Ethos Financial Group, LLC | 393,598 | $4.50M | 0.33% | −29,580−7.0% | Reduced |
| Rivernorth Capital Management, LLC | 414,430 | $4.74M | 0.22% | +414,430 | New |
| Franklin Resources Inc | 445,302 | $5.09M | 0.00% | −325,526−42.2% | Reduced |
| Condor Capital Management | 456,217 | $5.22M | 0.42% | +26,850+6.3% | Added |
| Callodine Capital Management, LP | 483,408 | $5.53M | 0.44% | −27,400−5.4% | Reduced |
| Raymond James Financial Inc | 486,406 | $5.56M | 0.00% | +375,112+337.0% | Added |
| Foundations Investment Advisors, LLC | 486,444 | $5.56M | 0.07% | +86,161+21.5% | Added |
| Ares Management LLC | 545,532 | $6.24M | 0.36% | 00.0% | Unchanged |
| Sumitomo Mitsui Trust Holdings, Inc. | 549,575 | $6.29M | 0.00% | +46,224+9.2% | Added |
| Cura Wealth Advisors, LLC | 641,918 | $7.34M | 2.78% | +24,000+3.9% | Added |
| Legal & General Group Plc | 651,851 | $7.45M | 0.00% | +74,030+12.8% | Added |
| CF Capital LLC | 651,326 | $7.45M | 3.70% | +401,326+160.5% | Added |
| Muzinich & Co., Inc. | 714,776 | $8.18M | 2.57% | +143,256+25.1% | Added |
| Invesco Ltd. | 911,041 | $10.4M | 0.00% | +30,604+3.5% | Added |
| Diameter Capital Partners LP | 1,013,005 | $11.6M | 1.21% | +1,013,005 | New |
| Next Capital Management LLC | 1,484,349 | $17.0M | 5.44% | +142,764+10.6% | Added |
| Morgan Stanley | 1,743,681 | $19.9M | 0.00% | −173,153−9.0% | Reduced |
| UBS Group AG | 2,024,312 | $23.2M | 0.00% | +323,137+19.0% | Added |
| Van Eck Associates Corp | 2,321,600 | $26.6M | 0.02% | −190,078−7.6% | Reduced |
| Apollo Management Holdings, L.P. | 2,388,870 | $27.3M | 0.27% | +70.0% | Added |
| Thornburg Investment Management Inc | 3,137,783 | $35.9M | 0.45% | 00.0% | Unchanged |
| Millennium Management LLC | 0 | $0 | 0.00% | −122,591−100.0% | Sold out |
| Kovitz Investment Group Partners, LLC | 0 | $0 | 0.00% | −101,666−100.0% | Sold out |
| Capital Advisory Group Advisory Services, LLC | 0 | $0 | 0.00% | −33,674−100.0% | Sold out |
| Price T Rowe Associates Inc | 0 | $0 | 0.00% | −30,303−100.0% | Sold out |
| Walled Lake Planning & Wealth Management, LLC | 0 | $0 | 0.00% | −22,271−100.0% | Sold out |
| Arete Wealth Advisors, LLC | 0 | $0 | 0.00% | −15,633−100.0% | Sold out |
| Essex Financial Services, Inc. | 0 | $0 | 0.00% | −14,640−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −14,175−100.0% | Sold out |