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, Q1 2026
Institutional positions in MidCap Financial Investment Corp as of Mar 31, 2026. 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
- 176
- −11 vs. Q4 2025
- Shares held
- 31.8M
- +232.8K (+0.7%) vs. Q4 2025
- Total value
- $357.7M
- −$3.64M (−1.0%) vs. Q4 2025
- New holders
- 26
- 56 more added
- Sold out
- 37
- 55 more reduced
5 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding MidCap Financial Investment Corp; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Thornburg Investment Management Inc | 3,237,783 | $36.4M | 0.38% | +100,000+3.2% | Added |
| Apollo Management Holdings, L.P. | 2,348,747 | $26.4M | 0.44% | −40,123−1.7% | Reduced |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 1,944,500 | $21.9M | 0.30% | +1,944,500 | New |
| Next Capital Management LLC | 1,871,652 | $21.0M | 6.37% | +387,303+26.1% | Added |
| UBS Group AG | 1,818,285 | $20.4M | 0.00% | −206,027−10.2% | Reduced |
| Van Eck Associates Corp | 1,811,169 | $20.4M | 0.02% | −510,431−22.0% | Reduced |
| Morgan Stanley | 1,614,619 | $18.1M | 0.00% | −129,062−7.4% | Reduced |
| Invesco Ltd. | 1,294,585 | $14.6M | 0.00% | +383,544+42.1% | Added |
| Russell Investments Group, Ltd. | 783,193 | $8.80M | 0.01% | +518,878+196.3% | Added |
| Legal & General Group Plc | 725,413 | $8.16M | 0.00% | +73,562+11.3% | Added |
| Muzinich & Co., Inc. | 716,498 | $8.05M | 2.82% | +1,722+0.2% | Added |
| Victory Capital Management Inc | 654,211 | $7.35M | 0.00% | +654,211 | New |
| Cura Wealth Advisors, LLC | 613,918 | $6.90M | 3.09% | −28,000−4.4% | Reduced |
| Raymond James Financial Inc | 607,486 | $6.83M | 0.00% | +121,080+24.9% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 549,575 | $6.18M | 0.00% | 00.0% | Unchanged |
| Ares Management LLC | 545,532 | $6.13M | 0.40% | 00.0% | Unchanged |
| Callodine Capital Management, LP | 458,108 | $5.15M | 0.36% | −25,300−5.2% | Reduced |
| Condor Capital Management | 434,228 | $4.88M | 0.41% | −21,989−4.8% | Reduced |
| Foundations Investment Advisors, LLC | 433,541 | $4.87M | 0.06% | −52,903−10.9% | Reduced |
| Franklin Resources Inc | 428,642 | $4.82M | 0.00% | −16,660−3.7% | Reduced |
| BlackRock, Inc. | 403,868 | $4.54M | 0.00% | +87,664+27.7% | Added |
| Ethos Financial Group, LLC | 393,598 | $4.50M | 0.33% | 00.0% | Unchanged |
| Castlekeep Investment Advisors LLC | 396,173 | $4.45M | 2.42% | +11,236+2.9% | Added |
| D.A. Davidson & Co. | 360,807 | $4.06M | 0.02% | +10,736+3.1% | Added |
| XTX Topco Ltd | 342,330 | $3.85M | 0.07% | +207,033+153.0% | Added |
| Wells Fargo & Company | 298,288 | $3.35M | 0.00% | −6,411−2.1% | Reduced |
| United Advisor Group, LLC | 270,052 | $3.04M | 0.38% | +14,334+5.6% | Added |
| LPL Financial LLC | 261,745 | $2.94M | 0.00% | −55,725−17.6% | Reduced |
| Advisors Asset Management, Inc. | 255,278 | $2.87M | 0.05% | +7,085+2.9% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 249,306 | $2.80M | 0.03% | +7,942+3.3% | Added |
| Two Sigma Investments, LP | 248,521 | $2.79M | 0.00% | −138,978−35.9% | Reduced |
| Royal Bank of Canada | 214,871 | $2.42M | 0.00% | −4,178−1.9% | Reduced |
| Neuberger Berman Group LLC | 204,156 | $2.29M | 0.00% | −1,504−0.7% | Reduced |
| Naviter Wealth, LLC | 197,475 | $2.22M | 0.28% | +30,461+18.2% | Added |
| VARCOV Co. | 178,913 | $2.01M | 0.75% | +155,181+653.9% | Added |
| DnB Asset Management AS | 153,358 | $1.72M | 0.01% | 00.0% | Unchanged |
| Lansforsakringar Fondforvaltning AB (publ) | 145,576 | $1.64M | 0.01% | +26,362+22.1% | Added |
| Almitas Capital LLC | 140,477 | $1.58M | 0.36% | +5,000+3.7% | Added |
| J.W. Cole Advisors, Inc. | 132,623 | $1.49M | 0.05% | −598−0.4% | Reduced |
| Advisor Group Holdings, Inc. | 131,473 | $1.48M | 0.00% | −15,286−10.4% | Reduced |
| Colony Group, LLC | 130,766 | $1.47M | 0.00% | +28,700+28.1% | Added |
| Bank of America Corp | 128,273 | $1.44M | 0.00% | −12,772−9.1% | Reduced |
| Sharpepoint LLC | 124,177 | $1.40M | 0.83% | +20,608+19.9% | Added |
| D. E. Shaw & Co., Inc. | 123,567 | $1.39M | 0.00% | +3,590+3.0% | Added |
| Confluence Investment Management LLC | 117,182 | $1.32M | 0.02% | −6,175−5.0% | Reduced |
| Magnetar Financial LLC | 112,559 | $1.27M | 0.01% | +112,559 | New |
| Global Wealth Management Investment Advisory, Inc. | 112,373 | $1.26M | 0.20% | +15,139+15.6% | Added |
| Great West Life Assurance Co | 101,371 | $1.15M | 0.00% | +56,703+126.9% | Added |
| Arkadios Wealth Advisors | 101,284 | $1.14M | 0.02% | −1,661−1.6% | Reduced |
| LSV Asset Management | 96,100 | $1.08M | 0.00% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 91,368 | $1.03M | 0.03% | −68,307−42.8% | Reduced |
| Garner Asset Management Corp | 86,575 | $973.1K | 0.38% | −62,330−41.9% | Reduced |
| Balyasny Asset Management LLC | 84,777 | $952.9K | 0.00% | +84,777 | New |
| Lazard Asset Management LLC | 82,034 | $922.1K | 0.00% | −43,361−34.6% | Reduced |
| Stephens Inc | 79,954 | $898.7K | 0.01% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 77,616 | $872.4K | 0.00% | +2,739+3.7% | Added |
| Ameriprise Financial Inc | 76,527 | $860.2K | 0.00% | −97,128−55.9% | Reduced |
| Alpine Global Management, LLC | 73,766 | $829.1K | 0.13% | +73,766 | New |
| Cerity Partners LLC | 73,707 | $828.5K | 0.00% | −125,342−63.0% | Reduced |
| Sigma Planning Corp | 73,561 | $826.8K | 0.02% | +1,719+2.4% | Added |
| Envestnet Asset Management Inc | 68,478 | $769.7K | 0.00% | +13,743+25.1% | Added |
| Lido Advisors, LLC | 67,218 | $755.5K | 0.00% | +2,397+3.7% | Added |
| DRW Securities, LLC | 63,487 | $713.6K | 0.04% | +63,487 | New |
| Millennium Capital Advisors, LLC | 61,823 | $694.9K | 0.43% | +4,600+8.0% | Added |
| Denali Advisors LLC | 59,731 | $671.4K | 0.07% | −2,031−3.3% | Reduced |
| Camelot Portfolios, LLC | 57,685 | $648.4K | 0.49% | −1,366−2.3% | Reduced |
| Capital Investment Advisors, LLC | 57,327 | $644.4K | 0.01% | −4,878−7.8% | Reduced |
| Virtus Investment Advisers, Inc. | 55,212 | $620.6K | 0.17% | −5,024−8.3% | Reduced |
| Panoramic Investment Advisors, LLC | 53,630 | $602.8K | 0.33% | 00.0% | Unchanged |
| Principal Securities, Inc. | 45,418 | $510.5K | 0.01% | +3,283+7.8% | Added |
| Brevan Howard Capital Management LP | 43,421 | $488.1K | 0.01% | +8,457+24.2% | Added |
| TCFG Wealth Management, LLC | 42,349 | $476.0K | 0.18% | +693+1.7% | Added |
| TCFG Investment Advisors, LLC | 42,349 | $476.0K | 0.18% | +42,349 | New |
| Bayshore Capital Advisors, LLC | 40,000 | $449.6K | 0.19% | +40,000 | New |
| Meridian Investment Counsel Inc. | 39,113 | $439.6K | 0.10% | +1,400+3.7% | Added |
| Shufro Rose & Co LLC | 37,267 | $418.9K | 0.03% | 00.0% | Unchanged |
| Stifel Financial Corp | 37,014 | $416.0K | 0.00% | −18,615−33.5% | Reduced |
| NewGen Asset Management Ltd | 35,000 | $393.4K | 0.24% | +35,000 | New |
| Stablepoint Partners, LLC | 34,475 | $387.5K | 0.06% | +34,475 | New |
| Jane Street Group, LLC | 34,354 | $386.1K | 0.00% | −215,953−86.3% | Reduced |
| Closed-End Fund Advisors, Inc. | 33,873 | $380.7K | 0.39% | −150,019−81.6% | Reduced |
| Caxton Associates LLP | 33,741 | $379.2K | 0.01% | +11,300+50.4% | Added |
| Commonwealth Equity Services, LLC | 32,638 | $366.9K | 0.00% | −2,010−5.8% | Reduced |
| Wedbush Securities Inc | 29,652 | $333.0K | 0.01% | −775−2.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 28,799 | $323.7K | 0.00% | −5,698−16.5% | Reduced |
| JPMorgan Chase & Co | 29,522 | $323.6K | 0.00% | −14,944−33.6% | Reduced |
| Citadel Advisors LLC | 27,998 | $314.7K | 0.00% | +27,998 | New |
| Squarepoint Ops LLC | 26,245 | $295.0K | 0.00% | +7,923+43.2% | Added |
| International Assets Investment Management, LLC | 25,900 | $291.1K | 0.02% | +39+0.2% | Added |
| DKM Wealth Management, Inc. | 23,500 | $264.1K | 0.19% | 00.0% | Unchanged |
| Tyche Wealth Partners LLC | 23,500 | $264.1K | 0.04% | +12,000+104.3% | Added |
| BNP Paribas Arbitrage, SA | 23,123 | $259.9K | 0.00% | −41,977−64.5% | Reduced |
| Cetera Investment Advisers | 22,932 | $257.8K | 0.00% | −5,483−19.3% | Reduced |
| Stratos Wealth Partners, LTD. | 22,333 | $251.0K | 0.00% | +133+0.6% | Added |
| Generali Investments CEE, investicni spolecnost, a.s. | 22,281 | $250.4K | 0.01% | 00.0% | Unchanged |
| Truist Financial Corp | 21,778 | $244.8K | 0.00% | +2,528+13.1% | Added |
| National Asset Management, Inc. | 20,041 | $219.6K | 0.01% | +738+3.8% | Added |
| Arete Wealth Advisors, LLC | 19,133 | $215.1K | 0.02% | +19,133 | New |
| Everstar Asset Management, LLC | 18,650 | $209.6K | 0.11% | −1,500−7.4% | Reduced |
| Onyx Bridge Wealth Group LLC | 18,341 | $206.2K | 0.02% | +249+1.4% | Added |