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 |
|---|---|---|---|---|---|
| Shufro Rose & Co LLC | 37,267 | $418.9K | 0.03% | 00.0% | Unchanged |
| Meridian Investment Counsel Inc. | 39,113 | $439.6K | 0.10% | +1,400+3.7% | Added |
| Bayshore Capital Advisors, LLC | 40,000 | $449.6K | 0.19% | +40,000 | New |
| 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 |
| Brevan Howard Capital Management LP | 43,421 | $488.1K | 0.01% | +8,457+24.2% | Added |
| Principal Securities, Inc. | 45,418 | $510.5K | 0.01% | +3,283+7.8% | Added |
| Panoramic Investment Advisors, LLC | 53,630 | $602.8K | 0.33% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 55,212 | $620.6K | 0.17% | −5,024−8.3% | Reduced |
| Capital Investment Advisors, LLC | 57,327 | $644.4K | 0.01% | −4,878−7.8% | Reduced |
| Camelot Portfolios, LLC | 57,685 | $648.4K | 0.49% | −1,366−2.3% | Reduced |
| Denali Advisors LLC | 59,731 | $671.4K | 0.07% | −2,031−3.3% | Reduced |
| Millennium Capital Advisors, LLC | 61,823 | $694.9K | 0.43% | +4,600+8.0% | Added |
| DRW Securities, LLC | 63,487 | $713.6K | 0.04% | +63,487 | New |
| Lido Advisors, LLC | 67,218 | $755.5K | 0.00% | +2,397+3.7% | Added |
| Envestnet Asset Management Inc | 68,478 | $769.7K | 0.00% | +13,743+25.1% | Added |
| Sigma Planning Corp | 73,561 | $826.8K | 0.02% | +1,719+2.4% | Added |
| Cerity Partners LLC | 73,707 | $828.5K | 0.00% | −125,342−63.0% | Reduced |
| Alpine Global Management, LLC | 73,766 | $829.1K | 0.13% | +73,766 | New |
| Ameriprise Financial Inc | 76,527 | $860.2K | 0.00% | −97,128−55.9% | Reduced |
| HighTower Advisors, LLC | 77,616 | $872.4K | 0.00% | +2,739+3.7% | Added |
| Stephens Inc | 79,954 | $898.7K | 0.01% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 82,034 | $922.1K | 0.00% | −43,361−34.6% | Reduced |
| Balyasny Asset Management LLC | 84,777 | $952.9K | 0.00% | +84,777 | New |
| Garner Asset Management Corp | 86,575 | $973.1K | 0.38% | −62,330−41.9% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 91,368 | $1.03M | 0.03% | −68,307−42.8% | Reduced |
| LSV Asset Management | 96,100 | $1.08M | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 101,284 | $1.14M | 0.02% | −1,661−1.6% | Reduced |
| Great West Life Assurance Co | 101,371 | $1.15M | 0.00% | +56,703+126.9% | Added |
| Global Wealth Management Investment Advisory, Inc. | 112,373 | $1.26M | 0.20% | +15,139+15.6% | Added |
| Magnetar Financial LLC | 112,559 | $1.27M | 0.01% | +112,559 | New |
| Confluence Investment Management LLC | 117,182 | $1.32M | 0.02% | −6,175−5.0% | Reduced |
| D. E. Shaw & Co., Inc. | 123,567 | $1.39M | 0.00% | +3,590+3.0% | Added |
| Sharpepoint LLC | 124,177 | $1.40M | 0.83% | +20,608+19.9% | Added |
| Bank of America Corp | 128,273 | $1.44M | 0.00% | −12,772−9.1% | Reduced |
| Colony Group, LLC | 130,766 | $1.47M | 0.00% | +28,700+28.1% | Added |
| Advisor Group Holdings, Inc. | 131,473 | $1.48M | 0.00% | −15,286−10.4% | Reduced |
| J.W. Cole Advisors, Inc. | 132,623 | $1.49M | 0.05% | −598−0.4% | Reduced |
| Almitas Capital LLC | 140,477 | $1.58M | 0.36% | +5,000+3.7% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 145,576 | $1.64M | 0.01% | +26,362+22.1% | Added |
| DnB Asset Management AS | 153,358 | $1.72M | 0.01% | 00.0% | Unchanged |
| VARCOV Co. | 178,913 | $2.01M | 0.75% | +155,181+653.9% | Added |
| Naviter Wealth, LLC | 197,475 | $2.22M | 0.28% | +30,461+18.2% | Added |
| Neuberger Berman Group LLC | 204,156 | $2.29M | 0.00% | −1,504−0.7% | Reduced |
| Royal Bank of Canada | 214,871 | $2.42M | 0.00% | −4,178−1.9% | Reduced |
| Two Sigma Investments, LP | 248,521 | $2.79M | 0.00% | −138,978−35.9% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 249,306 | $2.80M | 0.03% | +7,942+3.3% | Added |
| Advisors Asset Management, Inc. | 255,278 | $2.87M | 0.05% | +7,085+2.9% | Added |
| LPL Financial LLC | 261,745 | $2.94M | 0.00% | −55,725−17.6% | Reduced |
| United Advisor Group, LLC | 270,052 | $3.04M | 0.38% | +14,334+5.6% | Added |
| Wells Fargo & Company | 298,288 | $3.35M | 0.00% | −6,411−2.1% | Reduced |
| XTX Topco Ltd | 342,330 | $3.85M | 0.07% | +207,033+153.0% | Added |
| D.A. Davidson & Co. | 360,807 | $4.06M | 0.02% | +10,736+3.1% | Added |
| Castlekeep Investment Advisors LLC | 396,173 | $4.45M | 2.42% | +11,236+2.9% | Added |
| Ethos Financial Group, LLC | 393,598 | $4.50M | 0.33% | 00.0% | Unchanged |
| BlackRock, Inc. | 403,868 | $4.54M | 0.00% | +87,664+27.7% | Added |
| Franklin Resources Inc | 428,642 | $4.82M | 0.00% | −16,660−3.7% | Reduced |
| Foundations Investment Advisors, LLC | 433,541 | $4.87M | 0.06% | −52,903−10.9% | Reduced |
| Condor Capital Management | 434,228 | $4.88M | 0.41% | −21,989−4.8% | Reduced |
| Callodine Capital Management, LP | 458,108 | $5.15M | 0.36% | −25,300−5.2% | Reduced |
| Ares Management LLC | 545,532 | $6.13M | 0.40% | 00.0% | Unchanged |
| Sumitomo Mitsui Trust Holdings, Inc. | 549,575 | $6.18M | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Inc | 607,486 | $6.83M | 0.00% | +121,080+24.9% | Added |
| Cura Wealth Advisors, LLC | 613,918 | $6.90M | 3.09% | −28,000−4.4% | Reduced |
| Victory Capital Management Inc | 654,211 | $7.35M | 0.00% | +654,211 | New |
| Muzinich & Co., Inc. | 716,498 | $8.05M | 2.82% | +1,722+0.2% | Added |
| Legal & General Group Plc | 725,413 | $8.16M | 0.00% | +73,562+11.3% | Added |
| Russell Investments Group, Ltd. | 783,193 | $8.80M | 0.01% | +518,878+196.3% | Added |
| Invesco Ltd. | 1,294,585 | $14.6M | 0.00% | +383,544+42.1% | Added |
| Morgan Stanley | 1,614,619 | $18.1M | 0.00% | −129,062−7.4% | Reduced |
| Van Eck Associates Corp | 1,811,169 | $20.4M | 0.02% | −510,431−22.0% | Reduced |
| UBS Group AG | 1,818,285 | $20.4M | 0.00% | −206,027−10.2% | Reduced |
| Next Capital Management LLC | 1,871,652 | $21.0M | 6.37% | +387,303+26.1% | Added |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 1,944,500 | $21.9M | 0.30% | +1,944,500 | New |
| Apollo Management Holdings, L.P. | 2,348,747 | $26.4M | 0.44% | −40,123−1.7% | Reduced |
| Thornburg Investment Management Inc | 3,237,783 | $36.4M | 0.38% | +100,000+3.2% | Added |
| Diameter Capital Partners LP | 0 | $0 | 0.00% | −1,013,005−100.0% | Sold out |
| CF Capital LLC | 0 | $0 | 0.00% | −651,326−100.0% | Sold out |
| Rivernorth Capital Management, LLC | 0 | $0 | 0.00% | −414,430−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −364,142−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −101,212−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −67,607−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −52,193−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −48,637−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −42,940−100.0% | Sold out |
| LeClair Wealth Partners LLC | 0 | $0 | 0.00% | −40,885−100.0% | Sold out |
| Northern Trust Corp | 0 | $0 | 0.00% | −40,242−100.0% | Sold out |
| Oxford Asset Management LLP | 0 | $0 | 0.00% | −34,889−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −32,824−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −30,400−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −26,960−100.0% | Sold out |
| First Commonwealth Financial Corp | 0 | $0 | 0.00% | −24,927−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −24,254−100.0% | Sold out |
| TrueMark Investments, LLC | 0 | $0 | 0.00% | −24,108−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −18,153−100.0% | Sold out |
| Shade Tree Advisors LLC | 0 | $0 | 0.00% | −17,099−100.0% | Sold out |
| Goldman Sachs Group Inc | 0 | $0 | 0.00% | −16,795−100.0% | Sold out |
| Creative Planning | 0 | $0 | 0.00% | −14,142−100.0% | Sold out |
| Orrstown Financial Services Inc | 0 | $0 | 0.00% | −13,640−100.0% | Sold out |
| Easterly Investment Partners LLC | 0 | $0 | 0.00% | −12,148−100.0% | Sold out |