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, Q2 2026
Institutional positions in MidCap Financial Investment Corp as of Jun 30, 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
- 169
- −2 vs. Q1 2026
- Shares held
- 31.8M
- +57.1K (+0.2%) vs. Q1 2026
- Total value
- $320.6M
- −$36.3M (−10.2%) vs. Q1 2026
- New holders
- 24
- 53 more added
- Sold out
- 26
- 59 more reduced
5 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding MidCap Financial Investment Corp; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Caitong International Asset Management Co., Ltd | 91 | $917 | 0.00% | +91 | New |
| Key Financial Inc | 150 | $1.51K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 216 | $2.17K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 333 | $3.36K | 0.00% | −1,132−77.3% | Reduced |
| Cheviot Value Management, LLC | 333 | $3.36K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 333 | $3.36K | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 333 | $3.36K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 360 | $3.63K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 379 | $3.82K | 0.00% | +379 | New |
| Assetmark, Inc | 500 | $5.04K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 505 | $5.09K | 0.00% | +505 | New |
| Parallel Advisors, LLC | 525 | $5.29K | 0.00% | −380−42.0% | Reduced |
| Rockefeller Capital Management L.P. | 537 | $5.42K | 0.00% | −984−64.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 563 | $5.67K | 0.00% | −333−37.2% | Reduced |
| Farther Finance Advisors, LLC | 584 | $5.89K | 0.00% | −9−1.5% | Reduced |
| Aventura Private Wealth, LLC | 656 | $6.62K | 0.00% | +20+3.1% | Added |
| Signaturefd, LLC | 782 | $7.88K | 0.00% | −550−41.3% | Reduced |
| US Bancorp | 848 | $8.55K | 0.00% | +222+35.5% | Added |
| Hilton Head Capital Partners, LLC | 919 | $9.26K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 1,145 | $11.5K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 1,253 | $12.6K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,516 | $15.3K | 0.00% | +1+0.1% | Added |
| SRS Capital Advisors, Inc. | 1,724 | $17.4K | 0.00% | +1,024+146.3% | Added |
| Simplex Trading, LLC | 2,047 | $20.6K | 0.00% | +2,047 | New |
| Gill Capital Partners, LLC | 2,400 | $24.2K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 2,455 | $24.7K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 2,510 | $25.3K | 0.00% | −946−27.4% | Reduced |
| Tower Research Capital LLC (TRC) | 2,793 | $28.2K | 0.00% | +372+15.4% | Added |
| Advocate Investing Services LLC | 3,133 | $31.6K | 0.02% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 3,500 | $35.3K | 0.00% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 3,871 | $39.0K | 0.00% | 00.0% | Unchanged |
| Access Investment Management LLC | 4,000 | $40.3K | 0.01% | 00.0% | Unchanged |
| Financial Consulate, Inc | 4,207 | $42.4K | 0.00% | +129+3.2% | Added |
| The PNC Financial Services Group, Inc. | 4,242 | $42.8K | 0.00% | +1,200+39.4% | Added |
| Jones Financial Companies LLLP | 5,124 | $50.8K | 0.00% | +1,319+34.7% | Added |
| AdvisorNet Financial, Inc | 5,887 | $59.3K | 0.00% | −620−9.5% | Reduced |
| Westchester Capital Management, LLC | 7,702 | $77.6K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 7,770 | $78.3K | 0.00% | +513+7.1% | Added |
| BNP Paribas Arbitrage, SA | 8,125 | $81.9K | 0.00% | −14,998−64.9% | Reduced |
| Parkside Financial Bank & Trust | 8,218 | $82.8K | 0.01% | +253+3.2% | Added |
| Fifth Third Bancorp | 9,933 | $100.1K | 0.00% | −654−6.2% | Reduced |
| Millennium Management LLC | 10,173 | $102.5K | 0.00% | +10,173 | New |
| Dumont & Blake Investment Advisors LLC | 10,183 | $102.6K | 0.02% | +10,183 | New |
| Guggenheim Capital LLC | 10,223 | $103.0K | 0.00% | −110−1.1% | Reduced |
| Pictet & Cie (Europe) SA | 10,320 | $104.0K | 0.00% | +275+2.7% | Added |
| Sovereign Financial Group, Inc. | 10,422 | $105.1K | 0.02% | −690−6.2% | Reduced |
| Atlantic Union Bankshares Corp | 10,500 | $105.8K | 0.00% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 10,901 | $109.9K | 0.00% | 00.0% | Unchanged |
| Decision Investments, Inc | 11,030 | $111.2K | 0.10% | 00.0% | Unchanged |
| Walser Wealth Management Company, A Ltd Liability Co | 11,113 | $112.0K | 0.05% | +11,113 | New |
| Morris Retirement Advisors, LLC | 11,186 | $112.8K | 0.04% | +342+3.2% | Added |
| Mariner, LLC | 11,607 | $117.0K | 0.00% | +11,607 | New |
| Oxford Asset Management LLP | 11,611 | $117.0K | 0.06% | +11,611 | New |
| Oppenheimer & Co Inc | 11,737 | $118.3K | 0.00% | +658+5.9% | Added |
| Empowered Funds, LLC | 11,920 | $120.2K | 0.00% | −2,125−15.1% | Reduced |
| MQS Management LLC | 11,928 | $120.2K | 0.15% | +11,928 | New |
| Resources Investment Advisors, LLC. | 11,936 | $120.3K | 0.00% | 00.0% | Unchanged |
| LB Partners LLC | 12,000 | $121.0K | 0.08% | +2,000+20.0% | Added |
| StoneX Group Inc. | 11,470 | $121.3K | 0.00% | +11,470 | New |
| Founders Financial Alliance, LLC | 12,868 | $129.7K | 0.02% | +110+0.9% | Added |
| Park Avenue Securities LLC | 13,329 | $134.0K | 0.00% | +13,329 | New |
| Melfa Wealth Management, LLC | 13,718 | $138.3K | 0.07% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 14,401 | $145.2K | 0.00% | +389+2.8% | Added |
| Creative Planning | 14,914 | $150.3K | 0.00% | +14,914 | New |
| Fox Run Management, L.L.C. | 15,368 | $154.9K | 0.03% | +15,368 | New |
| Advisory Services Network, LLC | 15,622 | $157.5K | 0.00% | +25+0.2% | Added |
| Private Advisor Group, LLC | 16,773 | $169.1K | 0.00% | +16,773 | New |
| Americana Partners, LLC | 16,952 | $170.9K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 17,245 | $173.8K | 0.00% | −1,072−5.9% | Reduced |
| Onyx Bridge Wealth Group LLC | 18,637 | $187.9K | 0.02% | +296+1.6% | Added |
| Everstar Asset Management, LLC | 18,650 | $188.0K | 0.09% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 18,756 | $189.1K | 0.00% | −13,882−42.5% | Reduced |
| HighTower Advisors, LLC | 19,925 | $200.8K | 0.00% | −57,691−74.3% | Reduced |
| Squarepoint Ops LLC | 19,932 | $200.9K | 0.00% | −6,313−24.1% | Reduced |
| National Asset Management, Inc. | 20,014 | $201.3K | 0.01% | −27−0.1% | Reduced |
| Stratos Wealth Partners, LTD. | 22,200 | $223.8K | 0.00% | −133−0.6% | Reduced |
| Generali Investments CEE, investicni spolecnost, a.s. | 22,281 | $224.6K | 0.01% | 00.0% | Unchanged |
| Cetera Investment Advisers | 22,547 | $227.3K | 0.00% | −385−1.7% | Reduced |
| DKM Wealth Management, Inc. | 23,500 | $236.9K | 0.15% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 23,532 | $237.2K | 0.00% | −5,267−18.3% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 24,077 | $242.7K | 0.00% | +6,412+36.3% | Added |
| Tyche Wealth Partners LLC | 26,000 | $262.1K | 0.04% | +2,500+10.6% | Added |
| Truist Financial Corp | 26,127 | $263.4K | 0.00% | +4,349+20.0% | Added |
| International Assets Investment Management, LLC | 26,147 | $264.6K | 0.02% | +247+1.0% | Added |
| Susquehanna International Group, LLP | 27,224 | $274.4K | 0.00% | +11,354+71.5% | Added |
| Ameriprise Financial Inc | 28,906 | $291.4K | 0.00% | −47,621−62.2% | Reduced |
| JPMorgan Chase & Co | 29,522 | $297.0K | 0.00% | 00.0% | Unchanged |
| Wedbush Securities Inc | 30,127 | $304.0K | 0.01% | +475+1.6% | Added |
| Brevan Howard Capital Management LP | 30,326 | $305.7K | 0.00% | −13,095−30.2% | Reduced |
| Trexquant Investment LP | 30,856 | $311.0K | 0.00% | +30,856 | New |
| Closed-End Fund Advisors, Inc. | 32,967 | $332.3K | 0.32% | −906−2.7% | Reduced |
| Victory Capital Management Inc | 36,922 | $372.2K | 0.00% | −617,289−94.4% | Reduced |
| Shufro Rose & Co LLC | 37,267 | $375.7K | 0.02% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 37,693 | $379.9K | 0.00% | +37,693 | New |
| Meridian Investment Counsel Inc. | 38,558 | $388.7K | 0.08% | −555−1.4% | Reduced |
| Stifel Financial Corp | 38,582 | $388.9K | 0.00% | +1,568+4.2% | Added |
| Caxton Associates LLP | 39,649 | $399.7K | 0.01% | +5,908+17.5% | Added |
| TCFG Investment Advisors, LLC | 40,474 | $408.0K | 0.14% | −1,875−4.4% | Reduced |
| Panoramic Investment Advisors, LLC | 40,780 | $411.1K | 0.20% | −12,850−24.0% | Reduced |
| LeClair Wealth Partners LLC | 40,885 | $412.1K | 0.21% | +40,885 | New |