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 |
|---|---|---|---|---|---|
| Smallwood Wealth Investment Management, LLC | 1 | $16 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 150 | $1.69K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 216 | $2.42K | 0.00% | +166+332.0% | Added |
| NBC Securities, Inc. | 300 | $3.37K | 0.00% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 333 | $3.74K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 333 | $3.74K | 0.00% | +333 | New |
| Cassaday & Co Wealth Management LLC | 333 | $3.74K | 0.00% | +333 | New |
| Triumph Capital Management | 360 | $4.05K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 500 | $5.62K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 593 | $6.67K | 0.00% | −27−4.4% | Reduced |
| US Bancorp | 626 | $7.04K | 0.00% | −20,400−97.0% | Reduced |
| Aventura Private Wealth, LLC | 636 | $7.15K | 0.00% | +17+2.7% | Added |
| SRS Capital Advisors, Inc. | 700 | $7.87K | 0.00% | −1,724−71.1% | Reduced |
| Sofos Investments, Inc. | 750 | $8.43K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 896 | $10.1K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 905 | $10.2K | 0.00% | −3,764−80.6% | Reduced |
| Hilton Head Capital Partners, LLC | 919 | $10.3K | 0.01% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 1,138 | $12.8K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 1,145 | $12.9K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 1,253 | $14.1K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,299 | $14.6K | 0.00% | +109+9.2% | Added |
| Signaturefd, LLC | 1,332 | $15.0K | 0.00% | −2,115−61.4% | Reduced |
| CoreCap Advisors, LLC | 1,465 | $16.5K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,515 | $17.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 1,521 | $17.1K | 0.00% | −3,959−72.2% | Reduced |
| Chesapeake Asset Management LLC | 1,950 | $21.9K | 0.02% | +1,950 | New |
| Activest Wealth Management | 2,266 | $25.5K | 0.00% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 2,400 | $27.0K | 0.01% | +2,400 | New |
| Tower Research Capital LLC (TRC) | 2,421 | $27.2K | 0.00% | −4,740−66.2% | Reduced |
| GWM Advisors LLC | 2,455 | $27.6K | 0.00% | −21,472−89.7% | Reduced |
| Sound Income Strategies, LLC | 2,989 | $33.6K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 3,042 | $34.2K | 0.00% | −11,100−78.5% | Reduced |
| Advocate Investing Services LLC | 3,133 | $35.2K | 0.03% | 00.0% | Unchanged |
| Allworth Financial LP | 3,456 | $38.8K | 0.00% | +100+3.0% | Added |
| UMA Financial Services, Inc. | 3,500 | $39.3K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 3,805 | $41.1K | 0.00% | −79−2.0% | Reduced |
| State of Alaska, Department of Revenue | 3,871 | $43.0K | 0.00% | 00.0% | Unchanged |
| Access Investment Management LLC | 4,000 | $45.0K | 0.01% | 00.0% | Unchanged |
| Financial Consulate, Inc | 4,078 | $45.8K | 0.01% | +110+2.8% | Added |
| AdvisorNet Financial, Inc | 6,507 | $73.1K | 0.00% | −5,706−46.7% | Reduced |
| Harbour Investments, Inc. | 7,257 | $81.6K | 0.00% | +848+13.2% | Added |
| Westchester Capital Management, LLC | 7,702 | $86.6K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 7,965 | $89.5K | 0.01% | +214+2.8% | Added |
| LB Partners LLC | 10,000 | $112.4K | 0.10% | +10,000 | New |
| Pictet & Cie (Europe) SA | 10,045 | $112.9K | 0.00% | +10,045 | New |
| Guggenheim Capital LLC | 10,333 | $116.1K | 0.00% | −44−0.4% | Reduced |
| Atlantic Union Bankshares Corp | 10,500 | $118.0K | 0.00% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 10,564 | $118.7K | 0.00% | −1,244−10.5% | Reduced |
| Fifth Third Bancorp | 10,587 | $119.0K | 0.00% | +10,587 | New |
| AlphaCore Capital LLC | 10,633 | $119.5K | 0.00% | −2,281−17.7% | Reduced |
| Evergreen Capital Management LLC | 10,792 | $121.3K | 0.00% | +10,792 | New |
| Morris Retirement Advisors, LLC | 10,844 | $121.9K | 0.05% | +290+2.7% | Added |
| Williams Jones Wealth Management, LLC. | 10,901 | $122.5K | 0.00% | 00.0% | Unchanged |
| Permanens Capital L.P. | 11,029 | $124.0K | 0.02% | 00.0% | Unchanged |
| Decision Investments, Inc | 11,030 | $124.0K | 0.14% | +600+5.8% | Added |
| Oppenheimer & Co Inc | 11,079 | $124.5K | 0.00% | +349+3.3% | Added |
| Sovereign Financial Group, Inc. | 11,112 | $124.9K | 0.02% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 11,527 | $129.6K | 0.00% | −1,548−11.8% | Reduced |
| First Affirmative Financial Network | 11,812 | $132.8K | 0.05% | +11,812 | New |
| Resources Investment Advisors, LLC. | 11,936 | $134.2K | 0.00% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 12,758 | $143.4K | 0.03% | +771+6.4% | Added |
| Headlands Technologies LLC | 12,824 | $144.1K | 0.02% | +12,824 | New |
| Melfa Wealth Management, LLC | 13,718 | $154.2K | 0.09% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 14,012 | $157.5K | 0.00% | +345+2.5% | Added |
| Empowered Funds, LLC | 14,045 | $157.9K | 0.00% | +14,045 | New |
| Entropy Technologies, LP | 14,235 | $160.0K | 0.01% | +14,235 | New |
| IMC-Chicago, LLC | 14,424 | $162.1K | 0.00% | +14,424 | New |
| nVerses Capital, LLC | 15,337 | $172.4K | 0.16% | +15,337 | New |
| Anfield Capital Management, LLC | 15,499 | $174.2K | 0.05% | +1,434+10.2% | Added |
| Advisory Services Network, LLC | 15,597 | $175.3K | 0.00% | +2,021+14.9% | Added |
| Susquehanna International Group, LLP | 15,870 | $178.4K | 0.00% | −16,971−51.7% | Reduced |
| Papamarkou Wellner Asset Management inc. | 16,941 | $190.4K | 0.12% | 00.0% | Unchanged |
| Americana Partners, LLC | 16,952 | $190.5K | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 17,088 | $192.1K | 0.00% | +7,598+80.1% | Added |
| Wiley Bros.-Aintree Capital, LLC | 17,665 | $198.6K | 0.00% | +1,013+6.1% | Added |
| ProShare Advisors LLC | 18,317 | $205.9K | 0.00% | −214−1.2% | Reduced |
| Onyx Bridge Wealth Group LLC | 18,341 | $206.2K | 0.02% | +249+1.4% | Added |
| Everstar Asset Management, LLC | 18,650 | $209.6K | 0.11% | −1,500−7.4% | Reduced |
| Arete Wealth Advisors, LLC | 19,133 | $215.1K | 0.02% | +19,133 | New |
| National Asset Management, Inc. | 20,041 | $219.6K | 0.01% | +738+3.8% | Added |
| Truist Financial Corp | 21,778 | $244.8K | 0.00% | +2,528+13.1% | Added |
| Generali Investments CEE, investicni spolecnost, a.s. | 22,281 | $250.4K | 0.01% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 22,333 | $251.0K | 0.00% | +133+0.6% | Added |
| Cetera Investment Advisers | 22,932 | $257.8K | 0.00% | −5,483−19.3% | Reduced |
| BNP Paribas Arbitrage, SA | 23,123 | $259.9K | 0.00% | −41,977−64.5% | Reduced |
| 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 |
| International Assets Investment Management, LLC | 25,900 | $291.1K | 0.02% | +39+0.2% | Added |
| Squarepoint Ops LLC | 26,245 | $295.0K | 0.00% | +7,923+43.2% | Added |
| Citadel Advisors LLC | 27,998 | $314.7K | 0.00% | +27,998 | New |
| JPMorgan Chase & Co | 29,522 | $323.6K | 0.00% | −14,944−33.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 28,799 | $323.7K | 0.00% | −5,698−16.5% | Reduced |
| Wedbush Securities Inc | 29,652 | $333.0K | 0.01% | −775−2.5% | Reduced |
| Commonwealth Equity Services, LLC | 32,638 | $366.9K | 0.00% | −2,010−5.8% | Reduced |
| Caxton Associates LLP | 33,741 | $379.2K | 0.01% | +11,300+50.4% | Added |
| Closed-End Fund Advisors, Inc. | 33,873 | $380.7K | 0.39% | −150,019−81.6% | Reduced |
| Jane Street Group, LLC | 34,354 | $386.1K | 0.00% | −215,953−86.3% | Reduced |
| Stablepoint Partners, LLC | 34,475 | $387.5K | 0.06% | +34,475 | New |
| NewGen Asset Management Ltd | 35,000 | $393.4K | 0.24% | +35,000 | New |
| Stifel Financial Corp | 37,014 | $416.0K | 0.00% | −18,615−33.5% | Reduced |