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 |
|---|---|---|---|---|---|
| ProShare Advisors LLC | 18,317 | $205.9K | 0.00% | −214−1.2% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 17,665 | $198.6K | 0.00% | +1,013+6.1% | Added |
| Kestra Advisory Services, LLC | 17,088 | $192.1K | 0.00% | +7,598+80.1% | Added |
| Americana Partners, LLC | 16,952 | $190.5K | 0.00% | 00.0% | Unchanged |
| Papamarkou Wellner Asset Management inc. | 16,941 | $190.4K | 0.12% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 15,870 | $178.4K | 0.00% | −16,971−51.7% | Reduced |
| Advisory Services Network, LLC | 15,597 | $175.3K | 0.00% | +2,021+14.9% | Added |
| Anfield Capital Management, LLC | 15,499 | $174.2K | 0.05% | +1,434+10.2% | Added |
| nVerses Capital, LLC | 15,337 | $172.4K | 0.16% | +15,337 | New |
| IMC-Chicago, LLC | 14,424 | $162.1K | 0.00% | +14,424 | New |
| Entropy Technologies, LP | 14,235 | $160.0K | 0.01% | +14,235 | New |
| Empowered Funds, LLC | 14,045 | $157.9K | 0.00% | +14,045 | New |
| HB Wealth Management, LLC | 14,012 | $157.5K | 0.00% | +345+2.5% | Added |
| Melfa Wealth Management, LLC | 13,718 | $154.2K | 0.09% | 00.0% | Unchanged |
| Headlands Technologies LLC | 12,824 | $144.1K | 0.02% | +12,824 | New |
| Founders Financial Alliance, LLC | 12,758 | $143.4K | 0.03% | +771+6.4% | Added |
| Resources Investment Advisors, LLC. | 11,936 | $134.2K | 0.00% | 00.0% | Unchanged |
| First Affirmative Financial Network | 11,812 | $132.8K | 0.05% | +11,812 | New |
| Pensionmark Financial Group, LLC | 11,527 | $129.6K | 0.00% | −1,548−11.8% | Reduced |
| Sovereign Financial Group, Inc. | 11,112 | $124.9K | 0.02% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 11,079 | $124.5K | 0.00% | +349+3.3% | Added |
| Decision Investments, Inc | 11,030 | $124.0K | 0.14% | +600+5.8% | Added |
| Permanens Capital L.P. | 11,029 | $124.0K | 0.02% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 10,901 | $122.5K | 0.00% | 00.0% | Unchanged |
| Morris Retirement Advisors, LLC | 10,844 | $121.9K | 0.05% | +290+2.7% | Added |
| Evergreen Capital Management LLC | 10,792 | $121.3K | 0.00% | +10,792 | New |
| AlphaCore Capital LLC | 10,633 | $119.5K | 0.00% | −2,281−17.7% | Reduced |
| Fifth Third Bancorp | 10,587 | $119.0K | 0.00% | +10,587 | New |
| Sowell Financial Services LLC | 10,564 | $118.7K | 0.00% | −1,244−10.5% | Reduced |
| Atlantic Union Bankshares Corp | 10,500 | $118.0K | 0.00% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 10,333 | $116.1K | 0.00% | −44−0.4% | Reduced |
| Pictet & Cie (Europe) SA | 10,045 | $112.9K | 0.00% | +10,045 | New |
| LB Partners LLC | 10,000 | $112.4K | 0.10% | +10,000 | New |
| Parkside Financial Bank & Trust | 7,965 | $89.5K | 0.01% | +214+2.8% | Added |
| Westchester Capital Management, LLC | 7,702 | $86.6K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 7,257 | $81.6K | 0.00% | +848+13.2% | Added |
| AdvisorNet Financial, Inc | 6,507 | $73.1K | 0.00% | −5,706−46.7% | Reduced |
| Financial Consulate, Inc | 4,078 | $45.8K | 0.01% | +110+2.8% | Added |
| Access Investment Management LLC | 4,000 | $45.0K | 0.01% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 3,871 | $43.0K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 3,805 | $41.1K | 0.00% | −79−2.0% | Reduced |
| UMA Financial Services, Inc. | 3,500 | $39.3K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 3,456 | $38.8K | 0.00% | +100+3.0% | Added |
| Advocate Investing Services LLC | 3,133 | $35.2K | 0.03% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 3,042 | $34.2K | 0.00% | −11,100−78.5% | Reduced |
| Sound Income Strategies, LLC | 2,989 | $33.6K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 2,455 | $27.6K | 0.00% | −21,472−89.7% | Reduced |
| Tower Research Capital LLC (TRC) | 2,421 | $27.2K | 0.00% | −4,740−66.2% | Reduced |
| Gill Capital Partners, LLC | 2,400 | $27.0K | 0.01% | +2,400 | New |
| Activest Wealth Management | 2,266 | $25.5K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 1,950 | $21.9K | 0.02% | +1,950 | New |
| Rockefeller Capital Management L.P. | 1,521 | $17.1K | 0.00% | −3,959−72.2% | Reduced |
| IFP Advisors, Inc | 1,515 | $17.0K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,465 | $16.5K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,332 | $15.0K | 0.00% | −2,115−61.4% | Reduced |
| CWM, LLC | 1,299 | $14.6K | 0.00% | +109+9.2% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,253 | $14.1K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 1,145 | $12.9K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 1,138 | $12.8K | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 919 | $10.3K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 905 | $10.2K | 0.00% | −3,764−80.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 896 | $10.1K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 750 | $8.43K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 700 | $7.87K | 0.00% | −1,724−71.1% | Reduced |
| Aventura Private Wealth, LLC | 636 | $7.15K | 0.00% | +17+2.7% | Added |
| US Bancorp | 626 | $7.04K | 0.00% | −20,400−97.0% | Reduced |
| Farther Finance Advisors, LLC | 593 | $6.67K | 0.00% | −27−4.4% | Reduced |
| Assetmark, Inc | 500 | $5.62K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 360 | $4.05K | 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 |
| NBC Securities, Inc. | 300 | $3.37K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 216 | $2.42K | 0.00% | +166+332.0% | Added |
| Key Financial Inc | 150 | $1.69K | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 1 | $16 | 0.00% | 00.0% | Unchanged |
| 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 |