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