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 |
|---|---|---|---|---|---|
| ProShare Advisors LLC | 17,245 | $173.8K | 0.00% | −1,072−5.9% | Reduced |
| Americana Partners, LLC | 16,952 | $170.9K | 0.00% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 16,773 | $169.1K | 0.00% | +16,773 | New |
| Advisory Services Network, LLC | 15,622 | $157.5K | 0.00% | +25+0.2% | Added |
| Fox Run Management, L.L.C. | 15,368 | $154.9K | 0.03% | +15,368 | New |
| Creative Planning | 14,914 | $150.3K | 0.00% | +14,914 | New |
| HB Wealth Management, LLC | 14,401 | $145.2K | 0.00% | +389+2.8% | Added |
| Melfa Wealth Management, LLC | 13,718 | $138.3K | 0.07% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 13,329 | $134.0K | 0.00% | +13,329 | New |
| Founders Financial Alliance, LLC | 12,868 | $129.7K | 0.02% | +110+0.9% | Added |
| StoneX Group Inc. | 11,470 | $121.3K | 0.00% | +11,470 | New |
| LB Partners LLC | 12,000 | $121.0K | 0.08% | +2,000+20.0% | Added |
| Resources Investment Advisors, LLC. | 11,936 | $120.3K | 0.00% | 00.0% | Unchanged |
| MQS Management LLC | 11,928 | $120.2K | 0.15% | +11,928 | New |
| Empowered Funds, LLC | 11,920 | $120.2K | 0.00% | −2,125−15.1% | Reduced |
| Oppenheimer & Co Inc | 11,737 | $118.3K | 0.00% | +658+5.9% | Added |
| Oxford Asset Management LLP | 11,611 | $117.0K | 0.06% | +11,611 | New |
| Mariner, LLC | 11,607 | $117.0K | 0.00% | +11,607 | New |
| Morris Retirement Advisors, LLC | 11,186 | $112.8K | 0.04% | +342+3.2% | Added |
| Walser Wealth Management Company, A Ltd Liability Co | 11,113 | $112.0K | 0.05% | +11,113 | New |
| Decision Investments, Inc | 11,030 | $111.2K | 0.10% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 10,901 | $109.9K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 10,500 | $105.8K | 0.00% | 00.0% | Unchanged |
| Sovereign Financial Group, Inc. | 10,422 | $105.1K | 0.02% | −690−6.2% | Reduced |
| Pictet & Cie (Europe) SA | 10,320 | $104.0K | 0.00% | +275+2.7% | Added |
| Guggenheim Capital LLC | 10,223 | $103.0K | 0.00% | −110−1.1% | Reduced |
| Dumont & Blake Investment Advisors LLC | 10,183 | $102.6K | 0.02% | +10,183 | New |
| Millennium Management LLC | 10,173 | $102.5K | 0.00% | +10,173 | New |
| Fifth Third Bancorp | 9,933 | $100.1K | 0.00% | −654−6.2% | Reduced |
| Parkside Financial Bank & Trust | 8,218 | $82.8K | 0.01% | +253+3.2% | Added |
| BNP Paribas Arbitrage, SA | 8,125 | $81.9K | 0.00% | −14,998−64.9% | Reduced |
| Harbour Investments, Inc. | 7,770 | $78.3K | 0.00% | +513+7.1% | Added |
| Westchester Capital Management, LLC | 7,702 | $77.6K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 5,887 | $59.3K | 0.00% | −620−9.5% | Reduced |
| Jones Financial Companies LLLP | 5,124 | $50.8K | 0.00% | +1,319+34.7% | Added |
| The PNC Financial Services Group, Inc. | 4,242 | $42.8K | 0.00% | +1,200+39.4% | Added |
| Financial Consulate, Inc | 4,207 | $42.4K | 0.00% | +129+3.2% | Added |
| Access Investment Management LLC | 4,000 | $40.3K | 0.01% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 3,871 | $39.0K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 3,500 | $35.3K | 0.00% | 00.0% | Unchanged |
| Advocate Investing Services LLC | 3,133 | $31.6K | 0.02% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,793 | $28.2K | 0.00% | +372+15.4% | Added |
| Allworth Financial LP | 2,510 | $25.3K | 0.00% | −946−27.4% | Reduced |
| GWM Advisors LLC | 2,455 | $24.7K | 0.00% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 2,400 | $24.2K | 0.01% | 00.0% | Unchanged |
| Simplex Trading, LLC | 2,047 | $20.6K | 0.00% | +2,047 | New |
| SRS Capital Advisors, Inc. | 1,724 | $17.4K | 0.00% | +1,024+146.3% | Added |
| IFP Advisors, Inc | 1,516 | $15.3K | 0.00% | +1+0.1% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,253 | $12.6K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 1,145 | $11.5K | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 919 | $9.26K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 848 | $8.55K | 0.00% | +222+35.5% | Added |
| Signaturefd, LLC | 782 | $7.88K | 0.00% | −550−41.3% | Reduced |
| Aventura Private Wealth, LLC | 656 | $6.62K | 0.00% | +20+3.1% | Added |
| Farther Finance Advisors, LLC | 584 | $5.89K | 0.00% | −9−1.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 563 | $5.67K | 0.00% | −333−37.2% | Reduced |
| Rockefeller Capital Management L.P. | 537 | $5.42K | 0.00% | −984−64.7% | Reduced |
| Parallel Advisors, LLC | 525 | $5.29K | 0.00% | −380−42.0% | Reduced |
| Global Retirement Partners, LLC | 505 | $5.09K | 0.00% | +505 | New |
| Assetmark, Inc | 500 | $5.04K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 379 | $3.82K | 0.00% | +379 | New |
| Triumph Capital Management | 360 | $3.63K | 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 |
| N.E.W. Advisory Services LLC | 216 | $2.17K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 150 | $1.51K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 91 | $917 | 0.00% | +91 | New |
| Ares Management LLC | 0 | $0 | 0.00% | −545,532−100.0% | Sold out |
| Callodine Capital Management, LP | 0 | $0 | 0.00% | −458,108−100.0% | Sold out |
| Lansforsakringar Fondforvaltning AB (publ) | 0 | $0 | 0.00% | −145,576−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −123,567−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −112,559−100.0% | Sold out |
| Global Wealth Management Investment Advisory, Inc. | 0 | $0 | 0.00% | −112,373−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −63,487−100.0% | Sold out |
| Stablepoint Partners, LLC | 0 | $0 | 0.00% | −34,475−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −34,354−100.0% | Sold out |
| Arete Wealth Advisors, LLC | 0 | $0 | 0.00% | −19,133−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −17,088−100.0% | Sold out |
| Papamarkou Wellner Asset Management inc. | 0 | $0 | 0.00% | −16,941−100.0% | Sold out |
| nVerses Capital, LLC | 0 | $0 | 0.00% | −15,337−100.0% | Sold out |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −14,424−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −14,235−100.0% | Sold out |
| Pensionmark Financial Group, LLC | 0 | $0 | 0.00% | −11,527−100.0% | Sold out |
| Permanens Capital L.P. | 0 | $0 | 0.00% | −11,029−100.0% | Sold out |
| Evergreen Capital Management LLC | 0 | $0 | 0.00% | −10,792−100.0% | Sold out |
| AlphaCore Capital LLC | 0 | $0 | 0.00% | −10,633−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −10,564−100.0% | Sold out |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −2,989−100.0% | Sold out |
| Activest Wealth Management | 0 | $0 | 0.00% | −2,266−100.0% | Sold out |
| Chesapeake Asset Management LLC | 0 | $0 | 0.00% | −1,950−100.0% | Sold out |
| Nomura Asset Management Co Ltd | 0 | $0 | 0.00% | −1,138−100.0% | Sold out |
| NBC Securities, Inc. | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Smallwood Wealth Investment Management, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| TCFG Wealth Management, LLC | – | – | – | – | Not filed |
| Anfield Capital Management, LLC | – | – | – | – | Not filed |
| First Affirmative Financial Network | – | – | – | – | Not filed |
| CWM, LLC | – | – | – | – | Not filed |
| Sofos Investments, Inc. | – | – | – | – | Not filed |