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MidCap Financial Investment (MFIC) Institutional Ownership

MidCap Financial Investment logo
$12.72 +0.05 (+0.36%)
Closing price 07/3/2025 01:48 PM Eastern
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$12.72 0.00 (0.00%)
As of 07/3/2025 04:01 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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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)
113
Total
Institutional Inflows
(last 12 months)
$137.93M
Number of
Institutional Sellers
(last 12 months)
53
Total
Institutional Outflows
(last 12 months)
$50.93M
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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
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 publ 27,786$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%
5/6/2025Garner Asset Management Corp131,863$1.70M0.7%N/A0.141%
5/5/2025J.W. Cole Advisors Inc.105,647$1.36M0.0%+29.2%0.113%
5/5/2025Denali Advisors LLC90,006$1.16M0.1%+11.3%0.096%
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5/5/2025Muzinich & Co. Inc.238,427$3.07M1.7%+22.9%0.254%
5/2/2025Graypoint LLC181,252$2.33M0.1%+2.9%0.193%
5/2/2025Castlekeep Investment Advisors LLC388,822$5M2.6%+331.8%0.415%
5/2/2025Sigma Planning Corp70,863$911K0.0%+17.2%0.076%
5/1/2025MQS Management LLC12,589$162K0.1%N/A0.013%
4/30/2025Sharpepoint LLC68,570$826K0.7%+22.6%0.073%
4/29/2025Envestnet Asset Management Inc.44,824$576K0.0%-60.0%0.048%
4/29/2025Meridian Investment Counsel Inc.53,445$687K0.2%-1.8%0.057%
4/29/2025Generali Investments CEE investicni spolecnost a.s.22,720$292K0.0%N/A0.024%
4/29/2025OneDigital Investment Advisors LLC26,906$346K0.0%-14.7%0.029%
4/28/2025D.A. Davidson & CO.312,923$4.02M0.0%+4.8%0.334%
4/25/2025Naviter Wealth LLC197,494$2.58M0.3%+5.9%0.211%
4/25/2025Sumitomo Mitsui Trust Group Inc.232,584$2.99M0.0%+23.6%0.248%
4/24/2025Allspring Global Investments Holdings LLC278,489$3.58M0.0%-85.9%0.297%
4/23/2025Tyche Wealth Partners LLC19,500$251K0.1%-43.0%0.021%
4/23/2025International Assets Investment Management LLC25,595$329K0.0%+3.5%0.027%
4/23/2025Oppenheimer & Co. Inc.15,443$199K0.0%-5.8%0.016%
4/22/2025Cambridge Investment Research Advisors Inc.20,667$266K0.0%+8.3%0.022%
4/21/2025United Advisor Group LLC256,242$3.30M0.7%+3.4%0.273%
4/17/2025Janney Montgomery Scott LLC57,926$745K0.0%-6.7%0.062%
4/15/2025Capital Advisory Group Advisory Services LLC34,677$446K0.2%-3.7%0.037%
4/14/2025Capital Investment Advisors LLC73,391$944K0.0%-8.0%0.078%
4/10/2025Accel Wealth Management13,651$176K0.1%+8.5%0.015%
4/10/2025Hennion & Walsh Asset Management Inc.310,381$3.99M0.2%-13.0%0.331%
4/1/2025 Confluence Investment Management LLC89,748$1.15M0.0%+1.2%0.096%
2/25/2025Shufro Rose & Co. LLC44,432$599K0.0%N/A0.047%
2/24/2025United Advisor Group LLC247,778$3.34M0.7%+1.9%0.264%
2/20/2025Castlekeep Investment Advisors LLC90,040$1.22M0.2%N/A0.096%
2/20/2025Kingstone Capital Partners Texas LLC11,548$156K0.1%N/A0.012%
2/18/2025Alpine Global Management LLC189,643$2.56M0.6%-0.9%0.202%
2/17/2025Williams Jones Wealth Management LLC.10,901$147K0.0%-14.9%0.012%
2/17/2025Two Sigma Investments LP134,291$1.81M0.0%-66.4%0.143%
2/17/2025Two Sigma Advisers LP176,320$2.38M0.0%-45.3%0.188%
2/17/2025ProShare Advisors LLC18,141$245K0.0%+63.7%0.019%
2/17/2025Lazard Asset Management LLC44,080$594K0.0%N/A0.047%
2/17/2025CoreCap Advisors LLC14,145$191K0.0%-6.3%0.015%
2/17/2025Cetera Investment Advisers98,987$1.34M0.0%-26.4%0.106%
2/17/2025Castlekeep Investment Advisors LLC1,243,198$16.77M0.1%N/A1.326%
2/17/2025CF Capital LLC207,519$2.80M3.0%N/A0.221%
2/17/2025Bank of America Corp DE409,608$5.53M0.0%-6.0%0.437%
2/17/2025BNP Paribas Financial Markets10,009$135K0.0%-43.6%0.011%
2/17/2025Ameriprise Financial Inc.320,415$4.32M0.0%+23.4%0.342%
2/17/2025Almitas Capital LLC135,444$1.83M0.4%+88.2%0.144%
2/14/2025Ares Management LLC482,032$6.50M0.0%+55.5%0.514%
2/14/2025Jane Street Group LLC57,520$776K0.0%+64.2%0.061%
2/14/2025Westbourne Investments Inc.56,200$758K0.4%N/A0.060%
2/14/2025Comerica Bank89,171$1.20M0.0%+1,563.3%0.095%
2/14/2025Lido Advisors LLC61,676$832K0.0%-25.1%0.066%
2/14/2025Northern Trust Corp25,283$341K0.0%-12.0%0.027%
2/14/2025Tudor Investment Corp ET AL12,285$166K0.0%-92.8%0.013%
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2/14/2025Aquatic Capital Management LLC29,304$395K0.0%+102.1%0.031%
2/14/2025Virtus ETF Advisers LLC62,311$841K0.3%+14.9%0.066%
2/14/2025Nebula Research & Development LLC10,857$146K0.0%-22.0%0.012%
2/14/2025Kovitz Investment Group Partners LLC59,666$805K0.0%+15.5%0.064%
2/14/2025Alpine Global Management LLC189,643$2.56M0.6%-0.9%0.202%
2/14/2025Stifel Financial Corp303,149$4.09M0.0%+26.1%0.323%
2/14/2025Sharpepoint LLC55,919$754K0.7%N/A0.060%
2/14/2025BI Asset Management Fondsmaeglerselskab A S149,102$2.01M0.0%+86.1%0.159%
2/14/2025Callodine Capital Management LP246,217$3.32M0.7%+164.4%0.263%
2/13/2025CANADA LIFE ASSURANCE Co53,332$719K0.0%-7.0%0.057%
(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, 162 institutional investors and hedge funds held shares of MidCap Financial Investment. The most heavily invested institutionals were Van ECK Associates Corp ($32.01M), Apollo Management Holdings L.P. ($30.72M), Invesco Ltd. ($11.30M), Legal & General Group Plc ($8.37M), Cura Wealth Advisors LLC ($8.34M), Wells Fargo & Company MN ($7.46M), and LPL Financial LLC ($7.23M).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 130 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: Castlekeep Investment Advisors LLC ($1.63M), Van ECK Associates Corp ($1.42M), International Assets Investment Management LLC ($527.20K), Cura Wealth Advisors LLC ($505.81K), Foundations Investment Advisors LLC ($427.38K), Ethos Financial Group LLC ($396.82K), and Advisors Asset Management Inc. ($325.26K).

How much institutional buying is happening at MidCap Financial Investment?

Institutional investors have bought a total of 10,307,922 shares in the last 24 months. This purchase volume represents approximately $137.93M in transactions.

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

Of the 53 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 ($1.99M), Two Sigma Investments LP ($264.88K), International Assets Investment Management LLC ($256.95K), Tudor Investment Corp ET AL ($157.64K), Two Sigma Advisers LP ($146K), Commonwealth Equity Services LLC ($134.62K), and Cetera Investment Advisers ($104.81K).

How much institutional selling is happening at MidCap Financial Investment?

Institutional investors have sold a total of 3,841,256 shares in the last 24 months. This volume of shares sold represents approximately $50.93M in transactions.


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This page (NASDAQ:MFIC) was last updated on 7/4/2025 by MarketBeat.com Staff
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