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MidCap Financial Investment (MFIC) Institutional Ownership

MidCap Financial Investment logo
$11.96 -0.12 (-0.95%)
As of 11:18 AM 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)
120
Total
Institutional Inflows
(last 12 months)
$323.49M
Number of
Institutional Sellers
(last 12 months)
63
Total
Institutional Outflows
(last 12 months)
$55.92M
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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
9/4/2025 Osaic Holdings Inc.95,698$1.21M0.0%+1.6%0.103%
8/19/2025 B. Riley Wealth Advisors Inc.19,102$241K0.0%N/A0.020%
8/15/2025 CANADA LIFE ASSURANCE Co93,857$1.19M0.0%+5.1%0.101%
8/15/2025 Tower Research Capital LLC TRC 9,513$120K0.0%+20,580.4%0.010%
8/15/2025 Lazard Asset Management LLC112,935$1.43M0.0%+44.5%0.121%
8/15/2025 BI Asset Management Fondsmaeglerselskab A S271,547$3.43M0.0%+11.5%0.291%
8/15/2025 Brevan Howard Capital Management LP23,780$300K0.0%+9.0%0.025%
8/15/2025 Bank of America Corp DE194,265$2.45M0.0%-48.4%0.208%
8/15/2025 Ameriprise Financial Inc.402,636$5.08M0.0%+16.6%0.432%
8/15/2025 Ares Management LLC545,532$6.89M0.0%+13.2%0.585%
8/14/2025 Jane Street Group LLC15,105$191K0.0%N/A0.016%
8/14/2025 Ausdal Financial Partners Inc.10,999$139K0.0%-10.9%0.012%
8/14/2025 Raymond James Financial Inc.48,311$610K0.0%-23.7%0.052%
8/14/2025 NewEdge Advisors LLC24,430$308K0.0%+4.3%0.026%
8/14/2025 Transce3nd LLC5,439$69K0.0%+269.7%0.006%
8/14/2025 Callodine Capital Management LP500,000$6.31M0.7%+22.0%0.536%
8/13/2025 M Holdings Securities Inc.72,318$913K0.2%-3.1%0.078%
8/13/2025 Invesco Ltd.770,438$9.72M0.0%-12.3%0.826%
8/13/2025 CW Advisors LLC76,278$963K0.0%+158.2%0.082%
8/13/2025 Quantbot Technologies LP18,246$230K0.0%N/A0.020%
8/13/2025 Everstar Asset Management LLC20,850$263K0.2%-12.6%0.022%
8/13/2025 Lido Advisors LLC69,158$873K0.0%+13.6%0.074%
8/13/2025 Virtus Investment Advisers LLC69,513$877K0.3%-2.2%0.075%
8/13/2025 Garner Asset Management Corp111,631$1.41M0.7%-15.3%0.120%
8/12/2025 J.W. Cole Advisors Inc.119,168$1.50M0.0%+12.8%0.128%
8/12/2025 Advisors Asset Management Inc.362,391$4.57M0.1%-23.5%0.388%
8/12/2025 Private Management Group Inc.10,317$130K0.0%N/A0.011%
8/12/2025 AlphaCore Capital LLC11,529$145K0.0%-37.0%0.012%
8/12/2025 Franklin Resources Inc.772,538$9.75M0.0%+18.3%0.828%
8/12/2025 Legal & General Group Plc616,852$7.79M0.0%-1.3%0.661%
8/12/2025 JPMorgan Chase & Co.58,763$742K0.0%-49.8%0.063%
8/11/2025 Wealthspire Advisors LLC10,018$126K0.0%N/A0.011%
8/11/2025 Nomura Asset Management Co. Ltd.6,706$85K0.0%+20.6%0.007%
8/8/2025 Rockefeller Capital Management L.P.77,277$975K0.0%+1.5%0.083%
8/8/2025 Condor Capital Management412,875$5.21M0.5%+4.0%0.443%
8/8/2025 Foundations Investment Advisors LLC371,828$4.69M0.1%-13.0%0.399%
8/7/2025 ProShare Advisors LLC18,546$234K0.0%-4.4%0.020%
8/7/2025 Global Wealth Management Investment Advisory Inc.85,220$1.08M0.2%+7.7%0.091%
8/7/2025 Connor Clark & Lunn Investment Management Ltd.51,851$654K0.0%-50.0%0.056%
8/6/2025 Ethos Financial Group LLC421,901$5.32M0.5%+1.4%0.452%
8/6/2025 Axim Planning & Wealth11,780$149K0.1%N/A0.013%
8/5/2025 Next Capital Management LLC725,401$9.16M3.4%+329.0%0.777%
8/5/2025 Access Investment Management LLC4,000$50K0.0%N/A0.004%
8/5/2025 Sigma Planning Corp73,046$922K0.0%+3.1%0.078%
8/4/2025 Muzinich & Co. Inc.401,393$5.07M2.2%+68.4%0.430%
8/4/2025 Arkadios Wealth Advisors103,954$1.31M0.0%+5.0%0.111%
8/1/2025 Envestnet Asset Management Inc.48,838$616K0.0%+9.0%0.052%
7/31/2025 Whipplewood Advisors LLC63,341$799K0.4%+2,111,266.7%0.068%
7/31/2025 Sumitomo Mitsui Trust Group Inc.334,994$4.23M0.0%+44.0%0.359%
7/30/2025 Denali Advisors LLC87,681$1.11M0.1%-2.6%0.094%
7/30/2025 D.A. Davidson & CO.328,055$4.14M0.0%+4.8%0.352%
7/28/2025 Naviter Wealth LLC203,259$2.57M0.3%+2.9%0.218%
7/23/2025 Tyche Wealth Partners LLC23,500$297K0.1%+20.5%0.025%
7/21/2025 Ameritas Advisory Services LLC2,518$32K0.0%N/A0.003%
7/18/2025 Generali Investments CEE investicni spolecnost a.s.24,139$305K0.0%+6.2%0.026%
7/18/2025 Truist Financial Corp25,850$326K0.0%-6.5%0.028%
7/17/2025 Capital Investment Advisors LLC70,434$889K0.0%-4.0%0.075%
7/17/2025 Janney Montgomery Scott LLC56,575$714K0.0%-2.3%0.061%
7/17/2025 Camelot Portfolios LLC61,884$781K0.5%-4.2%0.066%
7/16/2025 Signaturefd LLC3,387$43K0.0%+88.5%0.004%
7/16/2025 Meridian Investment Counsel Inc.42,045$531K0.1%-21.3%0.045%
7/11/2025 Kingstone Capital Partners Texas LLC13,812,738$189.38M0.0%N/A14.804%
7/9/2025 Westbourne Investments Inc.18,930$239K0.1%-72.5%0.020%
7/1/2025 Confluence 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%
5/6/2025Cetera Investment Advisers29,763$383K0.0%-69.9%0.032%
5/6/2025Wedbush Securities Inc.36,291$467K0.0%+4.0%0.039%
5/6/2025Next Capital Management LLC169,085$2.17M1.0%-3.2%0.181%
(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, 169 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 141 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 25,117,982 shares in the last 24 months. This purchase volume represents approximately $323.49M in transactions.

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

Of the 63 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 4,286,681 shares in the last 24 months. This volume of shares sold represents approximately $55.92M in transactions.


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This page (NASDAQ:MFIC) was last updated on 9/24/2025 by MarketBeat.com Staff
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