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MFIC

MidCap Financial Investment Corp
$9.77 -0.10 (-1.01%) At close · Jul 13
Market Cap
$804.78M
Shares
82,372,628

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

The Jun 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out.
Holders: 178
Total Value: $362,342,849
Total Shares: 32,262,064
Showing 1–100 of 181 holdings by value · page 1 of 2

Institutional Ownership Trend

26 quarters

Superinvestors Holding MFIC

All superinvestors →
George Soros $21,856,180

Holder Concentration

Across 179 13F filers
Top Holder
10.0%
Jun 2023 → Mar 2026 · range 9.8% – 18.3%
of institutional value
Top 5
34.7%
Jun 2023 → Mar 2026 · range 34.7% – 52.1%
of institutional value
Top 10
54.0%
Jun 2023 → Mar 2026 · range 50.2% – 65.1%
of institutional value
HHI
384
Jun 2023 → Mar 2026 · range 366 – 735
Broadly held
Showing 100 of 181
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Mid THORNBURG INVESTMENT MANAGEMENT INC $36,392,680 10.04% 3,237,783
Mid Apollo Management Holdings, L.P. $26,399,915 7.29% 2,348,747
Mid SOROS FUND MANAGEMENT LLC $21,856,180 6.03% 1,944,500
Small Next Capital Management LLC $21,037,368 5.81% 1,871,652
Mega UBS Group AG $20,437,523 5.64% 1,818,285
Mega VAN ECK ASSOCIATES CORP $20,357,538 5.62% 1,811,169
Mega MORGAN STANLEY $18,148,316 5.01% 1,614,619
Mega Invesco Ltd. $14,551,135 4.02% 1,294,585
Large Russell Investments Group, Ltd. $8,803,089 2.43% 783,193
Mega Legal & General Group Plc $8,153,642 2.25% 725,413
Small Muzinich & Co., Inc. $8,053,437 2.22% 716,498
Mega VICTORY CAPITAL MANAGEMENT INC $7,353,331 2.03% 654,211
Small CURA WEALTH ADVISORS, LLC $6,900,438 1.90% 613,918
Mega RAYMOND JAMES FINANCIAL INC $6,828,142 1.88% 607,486
Mega Sumitomo Mitsui Trust Group, Inc. $6,177,223 1.70% 549,575
Mid ARES MANAGEMENT LLC $6,131,779 1.69% 545,532
Mid Callodine Capital Management, LP $5,149,133 1.42% 458,108
Small CONDOR CAPITAL MANAGEMENT $4,880,722 1.35% 434,228
Mid Foundations Investment Advisors, LLC Endowment $4,873,000 1.34% 433,541
Mega FRANKLIN RESOURCES INC $4,817,936 1.33% 428,642
Mega BlackRock, Inc. $4,539,476 1.25% 403,868
Micro CASTLEKEEP INVESTMENT ADVISORS LLC $4,452,984 1.23% 396,173
Small Ethos Financial Group, LLC $4,424,041 1.22% 393,598
Mid D.A. DAVIDSON & CO. $4,055,470 1.12% 360,807
Mid XTX Topco Ltd $3,847,789 1.06% 342,330
Mega WELLS FARGO & COMPANY/MN $3,352,756 0.93% 298,288
Small United Advisor Group, LLC $3,035,384 0.84% 270,052
Mega LPL Financial LLC $2,942,013 0.81% 261,745
Mid Advisors Asset Management, Inc. $2,869,324 0.79% 255,278
Mid BI Asset Management Fondsmaeglerselskab A/S $2,802,199 0.77% 249,306
Mega TWO SIGMA INVESTMENTS, LP $2,793,376 0.77% 248,521
Mega ROYAL BANK OF CANADA Bank $2,415,149 0.67% 214,871
Mega NEUBERGER BERMAN GROUP LLC $2,294,713 0.63% 204,156
Small Naviter Wealth, LLC $2,219,619 0.61% 197,475
Small Crawford Fund Management, LLC $2,079,400 0.57% 185,000
Small VARCOV Co. $2,010,982 0.55% 178,913
Large DNB Asset Management AS $1,723,743 0.48% 153,358
Large Lansforsakringar Fondforvaltning AB (publ) $1,636,274 0.45% 145,576
Small Almitas Capital LLC $1,578,961 0.44% 140,477
Mid J.W. COLE ADVISORS, INC. $1,490,682 0.41% 132,623
Large OSAIC HOLDINGS, INC. $1,477,755 0.41% 131,473
Large Focus Partners Wealth $1,469,809 0.41% 130,766
Mega BANK OF AMERICA CORP /DE/ Bank $1,441,788 0.40% 128,273
Small SHARPEPOINT LLC $1,395,749 0.39% 124,177
Mega D. E. Shaw & Co., Inc. $1,388,893 0.38% 123,567
Mid Magnetar Financial LLC $1,265,162 0.35% 112,559
Small Global Wealth Management Investment Advisory, Inc. $1,263,072 0.35% 112,373
Mid CONFLUENCE INVESTMENT MANAGEMENT LLC $1,194,993 0.33% 118,551
Large CANADA LIFE ASSURANCE Co Insurance $1,139,410 0.31% 101,371
Mid Arkadios Wealth Advisors $1,138,432 0.31% 101,284
Mid HBK INVESTMENTS L P $1,124,000 0.31% 100,000
Large LSV ASSET MANAGEMENT $1,080,164 0.30% 96,100
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $1,046,444 0.29% 93,100
Mega CITADEL ADVISORS LLC $1,035,204 0.29% 92,100
Small Garner Asset Management Corp $973,103 0.27% 86,575
Large Balyasny Asset Management L.P. $952,893 0.26% 84,777
Large LAZARD ASSET MANAGEMENT LLC $922,062 0.25% 82,034
Mid STEPHENS INC /AR/ $898,682 0.25% 79,954
Large HighTower Advisors, LLC $872,403 0.24% 77,616
Mega AMERIPRISE FINANCIAL INC $860,163 0.24% 76,527
Small Alpine Global Management, LLC $829,129 0.23% 73,766
Large Cerity Partners LLC $828,466 0.23% 73,707
Mid Sigma Planning Corp $826,825 0.23% 73,561
Mid Hennion & Walsh Asset Management, Inc. $809,333 0.22% 80,291
Mega ENVESTNET ASSET MANAGEMENT INC $769,692 0.21% 68,478
Large Lido Advisors, LLC $755,530 0.21% 67,218
Mid DRW Securities, LLC Broker-Dealer $713,593 0.20% 63,487
Small Millennium Capital Advisors, LLC $694,890 0.19% 61,823
Small DENALI ADVISORS LLC $671,376 0.19% 59,731
Small Camelot Portfolios, LLC $648,379 0.18% 57,685
Mid Capital Investment Advisors, LLC $644,355 0.18% 57,327
Small Virtus Investment Advisers, LLC $620,582 0.17% 55,212
Micro PANORAMIC INVESTMENT ADVISORS, LLC $602,801 0.17% 53,630
Mid PRINCIPAL SECURITIES, INC. Broker-Dealer $510,498 0.14% 45,418
Mid Brevan Howard Capital Management LP $488,052 0.13% 43,421
Small TCFG Investment Advisors, LLC $476,002 0.13% 42,349
Small TCFG WEALTH MANAGEMENT, LLC $476,002 0.13% 42,349
Small Bayshore Capital Advisors, LLC $449,600 0.12% 40,000
Small MERIDIAN INVESTMENT COUNSEL INC. $439,630 0.12% 39,113
Small SHUFRO ROSE & CO LLC $418,881 0.12% 37,267
Large STIFEL FINANCIAL CORP $416,037 0.11% 37,014
Small NewGen Asset Management Ltd $393,400 0.11% 35,000
Mega JANE STREET GROUP, LLC $386,138 0.11% 34,354
Micro Closed-End Fund Advisors, Inc. $380,732 0.11% 33,873
Mid CAXTON ASSOCIATES LLP $379,248 0.10% 33,741
Large COMMONWEALTH EQUITY SERVICES, LLC $366,851 0.10% 32,638
Mid WEDBUSH SECURITIES INC Broker-Dealer $333,288 0.09% 29,652
Mega JPMORGAN CHASE & CO $331,826 0.09% 29,522
Large Steward Partners Investment Advisory, LLC $323,700 0.09% 28,799
Mega CITADEL ADVISORS LLC $314,697 0.09% 27,998
Large Squarepoint Ops LLC $294,993 0.08% 26,245
Mid INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $291,116 0.08% 25,900
Small Tyche Wealth Partners LLC $264,140 0.07% 23,500
Micro DKM Wealth Management, Inc. $264,140 0.07% 23,500
Mega BNP PARIBAS ARBITRAGE, SA $259,902 0.07% 23,123
Large Cetera Investment Advisers $257,755 0.07% 22,932
Mid Stratos Wealth Partners, LTD. $251,022 0.07% 22,333
Large TRUIST FINANCIAL CORP $244,784 0.07% 21,778
Mid B. Riley Wealth Advisors, Inc. $225,260 0.06% 20,041
Mid Generali Investments CEE, investicni spolecnost, a.s. $224,592 0.06% 22,281
Key facts CIK 1278752 CUSIP 03761U502 13F (30d) 8 filings 7 filers Visit website

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