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MidCap Financial Investment (MFIC) Institutional Ownership

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$11.85 +0.15 (+1.28%)
Closing price 04:00 PM Eastern
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$11.92 +0.08 (+0.63%)
As of 07:56 PM Eastern
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Institutional Ownership Changes (13F Filings) for MidCap Financial Investment (NASDAQ:MFIC)

Current
Institutional Ownership
Percentage
28.45%
Number of
Institutional Buyers
(last 12 months)
117
Total
Institutional Inflows
(last 12 months)
$323.06M
Number of
Institutional Sellers
(last 12 months)
66
Total
Institutional Outflows
(last 12 months)
$56.37M
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MFIC Institutional Buying and Selling by Quarter

MidCap Financial Investment Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/14/2025Confluence Investment Management LLC131,701$1.58M0.0%-20.3%0.141%
10/14/2025Generali Investments CEE investicni spolecnost a.s.22,281$267K0.0%-7.7%0.024%
10/8/2025 Accel Wealth Management11,000$132K0.0%-19.9%0.012%
9/4/2025Osaic Holdings Inc.95,698$1.21M0.0%+1.6%0.103%
8/19/2025B. Riley Wealth Advisors Inc.19,102$241K0.0%N/A0.020%
8/15/2025CANADA LIFE ASSURANCE Co93,857$1.19M0.0%+5.1%0.101%
8/15/2025Tower Research Capital LLC TRC 9,513$120K0.0%+20,580.4%0.010%
8/15/2025Lazard Asset Management LLC112,935$1.43M0.0%+44.5%0.121%
8/15/2025BI Asset Management Fondsmaeglerselskab A S271,547$3.43M0.0%+11.5%0.291%
8/15/2025Brevan Howard Capital Management LP23,780$300K0.0%+9.0%0.025%
8/15/2025Bank of America Corp DE194,265$2.45M0.0%-48.4%0.208%
8/15/2025Ameriprise Financial Inc.402,636$5.08M0.0%+16.6%0.432%
8/15/2025Ares Management LLC545,532$6.89M0.0%+13.2%0.585%
8/14/2025Jane Street Group LLC15,105$191K0.0%N/A0.016%
8/14/2025Ausdal Financial Partners Inc.10,999$139K0.0%-10.9%0.012%
8/14/2025Raymond James Financial Inc.48,311$610K0.0%-23.7%0.052%
8/14/2025NewEdge Advisors LLC24,430$308K0.0%+4.3%0.026%
8/14/2025Transce3nd LLC5,439$69K0.0%+269.7%0.006%
8/14/2025Callodine Capital Management LP500,000$6.31M0.7%+22.0%0.536%
8/13/2025M Holdings Securities Inc.72,318$913K0.2%-3.1%0.078%
8/13/2025Invesco Ltd.770,438$9.72M0.0%-12.3%0.826%
8/13/2025CW Advisors LLC76,278$963K0.0%+158.2%0.082%
8/13/2025Quantbot Technologies LP18,246$230K0.0%N/A0.020%
8/13/2025Everstar Asset Management LLC20,850$263K0.2%-12.6%0.022%
8/13/2025Lido Advisors LLC69,158$873K0.0%+13.6%0.074%
8/13/2025Virtus Investment Advisers LLC69,513$877K0.3%-2.2%0.075%
8/13/2025Garner Asset Management Corp111,631$1.41M0.7%-15.3%0.120%
8/12/2025J.W. Cole Advisors Inc.119,168$1.50M0.0%+12.8%0.128%
8/12/2025Advisors Asset Management Inc.362,391$4.57M0.1%-23.5%0.388%
8/12/2025Private Management Group Inc.10,317$130K0.0%N/A0.011%
8/12/2025AlphaCore Capital LLC11,529$145K0.0%-37.0%0.012%
8/12/2025Franklin Resources Inc.772,538$9.75M0.0%+18.3%0.828%
8/12/2025Legal & General Group Plc616,852$7.79M0.0%-1.3%0.661%
8/12/2025JPMorgan Chase & Co.58,763$742K0.0%-49.8%0.063%
8/11/2025Wealthspire Advisors LLC10,018$126K0.0%N/A0.011%
8/11/2025Nomura Asset Management Co. Ltd.6,706$85K0.0%+20.6%0.007%
8/8/2025Rockefeller Capital Management L.P.77,277$975K0.0%+1.5%0.083%
8/8/2025Condor Capital Management412,875$5.21M0.5%+4.0%0.443%
8/8/2025Foundations Investment Advisors LLC371,828$4.69M0.1%-13.0%0.399%
8/7/2025ProShare Advisors LLC18,546$234K0.0%-4.4%0.020%
8/7/2025Global Wealth Management Investment Advisory Inc.85,220$1.08M0.2%+7.7%0.091%
8/7/2025Connor Clark & Lunn Investment Management Ltd.51,851$654K0.0%-50.0%0.056%
8/6/2025Ethos Financial Group LLC421,901$5.32M0.5%+1.4%0.452%
8/6/2025Axim Planning & Wealth11,780$149K0.1%N/A0.013%
8/5/2025Next Capital Management LLC725,401$9.16M3.4%+329.0%0.777%
8/5/2025Access Investment Management LLC4,000$50K0.0%N/A0.004%
8/5/2025Sigma Planning Corp73,046$922K0.0%+3.1%0.078%
8/4/2025Muzinich & Co. Inc.401,393$5.07M2.2%+68.4%0.430%
8/4/2025Arkadios Wealth Advisors103,954$1.31M0.0%+5.0%0.111%
8/1/2025Envestnet Asset Management Inc.48,838$616K0.0%+9.0%0.052%
7/31/2025Whipplewood Advisors LLC63,341$799K0.4%+2,111,266.7%0.068%
7/31/2025Sumitomo Mitsui Trust Group Inc.334,994$4.23M0.0%+44.0%0.359%
7/30/2025Denali Advisors LLC87,681$1.11M0.1%-2.6%0.094%
7/30/2025D.A. Davidson & CO.328,055$4.14M0.0%+4.8%0.352%
7/28/2025Naviter Wealth LLC203,259$2.57M0.3%+2.9%0.218%
7/23/2025Tyche Wealth Partners LLC23,500$297K0.1%+20.5%0.025%
7/21/2025Ameritas Advisory Services LLC2,518$32K0.0%N/A0.003%
7/18/2025Generali Investments CEE investicni spolecnost a.s.24,139$305K0.0%+6.2%0.026%
7/18/2025Truist Financial Corp25,850$326K0.0%-6.5%0.028%
7/17/2025Capital Investment Advisors LLC70,434$889K0.0%-4.0%0.075%
7/17/2025Janney Montgomery Scott LLC56,575$714K0.0%-2.3%0.061%
7/17/2025Camelot Portfolios LLC61,884$781K0.5%-4.2%0.066%
7/16/2025Signaturefd LLC3,387$43K0.0%+88.5%0.004%
7/16/2025Meridian Investment Counsel Inc.42,045$531K0.1%-21.3%0.045%
7/11/2025Kingstone Capital Partners Texas LLC13,812,738$189.38M0.0%N/A14.804%
7/9/2025Westbourne Investments Inc.18,930$239K0.1%-72.5%0.020%
7/1/2025Confluence Investment Management LLC165,155$2.08M0.0%+84.0%0.177%
5/21/2025Westbourne Investments Inc.68,814$885K0.5%+22.4%0.074%
5/20/2025Ransom Advisory Ltd2,148$28K0.0%N/A0.002%
5/16/2025Arete Wealth Advisors LLC15,438$199K0.0%-16.4%0.017%
5/16/2025Caxton Associates LLP12,886$166K0.0%N/A0.014%
5/16/2025NewEdge Advisors LLC23,430$301K0.0%-4.7%0.025%
5/16/2025Advisors Asset Management Inc.473,883$6.09M0.1%+2.4%0.508%
5/16/2025Almitas Capital LLC142,884$1.84M0.6%+5.5%0.153%
5/15/2025Apollo Management Holdings L.P.2,388,852$30.72M0.6%-3.2%2.560%
5/15/2025Royal Bank of Canada201,391$2.59M0.0%-3.2%0.216%
5/15/2025Cura Wealth Advisors LLC648,600$8.34M3.4%+354.2%0.695%
5/15/2025Lansforsakringar Fondforvaltning AB publ27,786$357K0.0%N/A0.030%
5/15/2025Callodine Capital Management LP409,850$5.27M0.9%+66.5%0.439%
5/14/2025Wealth Preservation Advisors LLC1,983$26K0.0%N/A0.002%
5/14/2025North Ground Capital190,000$2.27M2.2%-8.4%0.204%
5/14/2025Comerica Bank82,909$1.07M0.0%-7.0%0.089%
5/14/20251832 Asset Management L.P.230,000$2.96M0.0%N/A0.247%
5/14/2025CW Advisors LLC29,539$380K0.0%+3.3%0.032%
5/14/2025BI Asset Management Fondsmaeglerselskab A S243,570$3.13M0.0%+63.4%0.261%
5/13/2025Ethos Financial Group LLC415,948$5.36M0.5%+2,074.6%0.446%
5/13/2025Fox Run Management L.L.C.28,937$372K0.1%N/A0.031%
5/13/2025Kovitz Investment Group Partners LLC109,666$1.41M0.0%+83.8%0.118%
5/13/2025Anfield Capital Management LLC8,352$107K0.0%+42.1%0.009%
5/13/2025HighTower Advisors LLC85,564$1.10M0.0%-4.2%0.092%
5/12/2025Invesco Ltd.878,563$11.30M0.0%+16.8%0.942%
5/12/2025Condor Capital Management397,086$5.11M0.5%+7.8%0.426%
5/12/2025Connor Clark & Lunn Investment Management Ltd.103,696$1.33M0.0%+8.6%0.111%
5/12/2025AlphaCore Capital LLC18,292$235K0.0%N/A0.020%
5/9/2025PNC Financial Services Group Inc.14,142$182K0.0%+364.9%0.015%
5/8/2025US Bancorp DE25,277$325K0.0%+7.1%0.027%
5/8/2025Arkadios Wealth Advisors99,035$1.27M0.0%-6.2%0.106%
5/7/2025Foundations Investment Advisors LLC427,380$5.50M0.1%+6.8%0.458%
5/7/2025LPL Financial LLC562,137$7.23M0.0%+32.7%0.602%
5/7/2025HB Wealth Management LLC12,446$160K0.0%+18.2%0.013%
(Data available from 1/1/2016 forward)

MFIC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of MFIC shares?

During the previous two years, 167 institutional investors and hedge funds held shares of MidCap Financial Investment. The most heavily invested institutionals were Kingstone Capital Partners Texas LLC ($189.38M), Van ECK Associates Corp ($32.01M), Apollo Management Holdings L.P. ($30.72M), Franklin Resources Inc. ($9.75M), Invesco Ltd. ($9.72M), Next Capital Management LLC ($9.16M), and Cura Wealth Advisors LLC ($8.34M).Learn more on MidCap Financial Investment's institutional investors.

What percentage of MidCap Financial Investment's stock is owned by institutional investors?

28.45% of MidCap Financial Investment's stock is owned by institutional investors. Learn more on MFIC's institutional investor holdings.

Which institutional investors have been buying MidCap Financial Investment's stock?

Of the 140 institutional investors that purchased MidCap Financial Investment's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Kingstone Capital Partners Texas LLC ($13.82M), Castlekeep Investment Advisors LLC ($1.63M), Van ECK Associates Corp ($1.36M), Next Capital Management LLC ($556.32K), International Assets Investment Management LLC ($527.20K), Cura Wealth Advisors LLC ($505.81K), and Foundations Investment Advisors LLC ($427.38K).

How much institutional buying is happening at MidCap Financial Investment?

Institutional investors have bought a total of 25,085,677 shares in the last 24 months. This purchase volume represents approximately $323.06M in transactions.

Which of MidCap Financial Investment's major shareholders have been selling company stock?

Of the 66 institutional investors that sold MidCap Financial Investment's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Allspring Global Investments Holdings LLC ($1.88M), Two Sigma Investments LP ($264.88K), International Assets Investment Management LLC ($256.95K), Bank of America Corp DE ($208.13K), Invesco Ltd. ($169.42K), Tudor Investment Corp ET AL ($157.64K), and Two Sigma Advisers LP ($146K).

How much institutional selling is happening at MidCap Financial Investment?

Institutional investors have sold a total of 4,324,724 shares in the last 24 months. This volume of shares sold represents approximately $56.37M in transactions.


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This page (NASDAQ:MFIC) was last updated on 10/14/2025 by MarketBeat.com Staff
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