Go Pro
→ Iran War Shock: What I Was Told In That Private Meeting (From Banyan Hill Publishing) (Ad)tc pixel Free MFIC Stock Alerts

MidCap Financial Investment (MFIC) Institutional Ownership

MidCap Financial Investment logo
$9.76 -0.06 (-0.61%)
As of 08/21/2026 04:00 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for MidCap Financial Investment (NASDAQ:MFIC)

Current
Institutional Ownership
Percentage
28.45%
Number of
Institutional Buyers
(last 12 months)
96
Total
Institutional Inflows
(last 12 months)
$135.23M
Number of
Institutional Sellers
(last 12 months)
65
Total
Institutional Outflows
(last 12 months)
$31.64M
Get MFIC Insider Trade Alerts

Want to know when executives and insiders are buying or selling MidCap Financial Investment stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

MFIC Institutional Buying and Selling by Quarter

MidCap Financial Investment Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/20/2026 Camelot Portfolios LLC62,646$631K0.4%+8.6%0.076%
8/20/2026 Headlands Technologies LLC51,819$522K0.1%+304.1%0.063%
8/19/2026 Wellington Management Group LLP1,078,291$10.87M0.0%N/A1.309%
7/17/2026 TCFG Investment Advisors LLC40,474$408K0.1%-4.4%0.049%
7/17/2026 Camelot Portfolios LLC62,646$631K0.4%+8.6%0.076%
7/17/2026 Cidel Asset Management Inc.50,300$507K0.0%N/A0.061%
7/14/2026 Y Intercept Hong Kong Ltd98,743$995K0.0%N/A0.120%
7/9/2026 Hennion & Walsh Asset Management Inc.80,291$809K0.0%-12.1%0.097%
7/1/2026 Confluence Investment Management LLC118,551$1.20M0.0%+1.2%0.144%
6/16/2026 Empowered Funds LLC14,045$158K0.0%N/A0.017%
6/3/2026 NewEdge Advisors LLC2,455$28K0.0%-89.7%0.003%
5/20/2026 Arete Wealth Advisors LLC19,133$215K0.0%+10.4%0.023%
5/19/2026 Bank of America Corp DE128,273$1.44M0.0%-9.1%0.156%
5/19/2026 Arkadios Wealth Advisors101,284$1.14M0.0%-1.6%0.123%
5/19/2026 Arete Wealth Advisors LLC19,133$215K0.0%+10.4%0.023%
5/18/2026 Royal Bank of Canada214,871$2.42M0.0%-1.9%0.261%
5/18/2026 Empowered Funds LLC14,045$158K0.0%N/A0.017%
5/16/2026 Lazard Asset Management LLC82,034$922K0.0%-34.6%0.100%
5/15/2026 Callodine Capital Management LP458,108$5.15M0.4%-5.2%0.556%
5/15/2026 Entropy Technologies LP14,235$160K0.0%N/A0.017%
5/14/2026 Caxton Associates LLP33,741$379K0.0%+50.4%0.041%
5/14/2026 Lido Advisors LLC67,218$756K0.0%+3.7%0.082%
5/13/2026 Cetera Investment Advisers22,932$258K0.0%-19.3%0.028%
5/12/2026 Millennium Capital Advisors LLC61,823$695K0.4%+8.0%0.075%
5/8/2026 PNC Financial Services Group Inc.3,042$34K0.0%-78.5%0.004%
5/8/2026 Cura Wealth Advisors LLC613,918$6.90M3.1%-4.4%0.745%
5/8/2026 NewGen Asset Management Ltd35,000$393K0.2%N/A0.042%
5/7/2026 Next Capital Management LLC1,871,652$21.04M6.4%+26.1%2.272%
5/5/2026 D.A. Davidson & CO.360,807$4.06M0.0%+3.1%0.438%
5/5/2026 Sharpepoint LLC124,177$1.40M0.8%+19.9%0.151%
5/5/2026 IMC Chicago LLC14,424$162K0.0%N/A0.016%
5/5/2026 Sigma Planning Corp73,561$827K0.0%+2.4%0.080%
5/1/2026 Fifth Third Bancorp10,587$119K0.0%N/A0.011%
4/30/2026 Kestra Advisory Services LLC17,088$192K0.0%+80.1%0.019%
4/28/2026 Meridian Investment Counsel Inc.39,113$440K0.1%+3.7%0.042%
4/27/2026 World Investment Advisors11,527$130K0.0%-11.8%0.013%
4/24/2026 LB Partners LLC10,000$112K0.1%N/A0.011%
4/23/2026 Lansforsakringar Fondforvaltning AB publ145,576$1.64M0.0%+22.1%0.158%
4/17/2026 Everstar Asset Management LLC18,650$210K0.1%-7.4%0.020%
4/16/2026 BI Asset Management Fondsmaeglerselskab A S249,306$2.80M0.0%+3.3%0.270%
Iran War Shock: What I Was Told In That Private Meeting (Ad)

You’re Being LIED To About The Iran War Forget EVERYTHING you’ve heard about the Iran war. Especially the reasons why we’re bombing the country.tc pixel

Because THIS is the real reason.
3/17/2026 Rockefeller Capital Management L.P.5,480$63K0.0%-93.1%0.006%
3/13/2026 World Investment Advisors13,075$150K0.0%N/A0.014%
2/26/2026 Alpine Global Management LLC316,086$3.62M0.6%+138.6%0.339%
2/23/2026 Virtu Financial LLC26,960$308K0.0%+22.0%0.029%
2/19/2026 Invesco Ltd.911,041$10.42M0.0%+3.5%0.976%
2/18/2026 Papamarkou Wellner Asset Management inc.16,941$194K0.1%N/A0.018%
2/18/2026 XTX Topco Ltd135,297$1.55M0.0%N/A0.145%
2/18/2026 VARCOV Co.23,732$271K0.1%N/A0.025%
2/18/2026 Virtus Investment Advisers LLC60,236$689K0.2%-14.2%0.065%
2/18/2026 Rivernorth Capital Management LLC414,430$4.74M0.2%N/A0.444%
2/18/2026 Oxford Asset Management LLP34,889$399K0.2%+58.1%0.037%
2/17/2026 Almitas Capital LLC135,477$1.55M0.3%+46.1%0.145%
2/17/2026 Cetera Investment Advisers28,415$325K0.0%-14.1%0.030%
2/17/2026 Lazard Asset Management LLC125,395$1.44M0.0%+35.2%0.134%
2/17/2026 Trexquant Investment LP101,212$1.16M0.0%+101.7%0.108%
2/17/2026 Jump Financial LLC48,637$556K0.0%N/A0.052%
2/17/2026 Osaic Holdings Inc.146,759$1.68M0.0%+4.6%0.157%
2/17/2026 Advisory Services Network LLC13,576$155K0.0%-42.4%0.015%
2/17/2026 Russell Investments Group Ltd.264,315$3.02M0.0%N/A0.283%
2/17/2026 &PARTNERS16,652$175K0.0%+13.9%0.018%
2/17/2026 Royal Bank of Canada219,049$2.51M0.0%-3.0%0.235%
2/16/2026 Squarepoint Ops LLC18,322$210K0.0%N/A0.020%
2/13/2026 Arete Wealth Advisors LLC17,333$198K0.0%+10.9%0.019%
2/13/2026 Kestra Advisory Services LLC9,490$109K0.0%N/A0.010%
2/13/2026 Marshall Wace LLP42,940$491K0.0%+156.2%0.046%
2/13/2026 Callodine Capital Management LP483,408$5.53M0.4%-5.4%0.518%
2/13/2026 Stifel Financial Corp55,629$636K0.0%-63.1%0.060%
2/13/2026 Arkadios Wealth Advisors102,945$1.18M0.0%-1.5%0.110%
2/13/2026 Van ECK Associates Corp2,321,600$26.56M0.0%-7.6%2.488%
2/13/2026 Dynamic Technology Lab Private Ltd18,153$208K0.0%N/A0.019%
2/13/2026 Wells Fargo & Company MN304,699$3.49M0.0%-43.9%0.327%
2/12/2026 Advisors Asset Management Inc.248,193$2.84M0.0%-14.2%0.266%
2/12/2026 Advocate Investing Services LLC3,133$36K0.0%N/A0.003%
2/12/2026 Jane Street Group LLC250,307$2.86M0.0%+1,740.5%0.268%
2/12/2026 North Ground Capital651,326$7.45M3.7%+160.5%0.698%
2/12/2026 Commonwealth Equity Services LLC34,648$396K0.0%-92.7%0.037%
2/12/2026 Lansforsakringar Fondforvaltning AB publ 119,214$1.36M0.0%N/A0.128%
2/12/2026 Steward Partners Investment Advisory LLC34,497$395K0.0%-3.9%0.037%
2/12/2026 Wedbush Securities Inc.30,427$348K0.0%-15.4%0.033%
2/12/2026 Principal Securities Inc.42,135$482K0.0%+4.4%0.045%
2/12/2026 Founders Financial Alliance LLC11,987$137K0.0%-11.8%0.013%
2/11/2026 Sharpepoint LLC103,569$1.19M0.7%+22.7%0.111%
2/11/2026 Janney Montgomery Scott LLC364,142$4.17M0.0%-8.0%0.390%
2/11/2026 Cerity Partners LLC199,049$2.28M0.0%N/A0.213%
2/11/2026 Next Capital Management LLC1,484,349$16.98M5.4%+10.6%1.591%
2/11/2026 LPL Financial LLC317,470$3.63M0.0%-37.4%0.340%
2/11/2026 Franklin Resources Inc.445,302$5.09M0.0%-42.2%0.477%
2/11/2026 Closed End Fund Advisors Inc.183,892$2.10M1.2%N/A0.197%
2/11/2026 BI Asset Management Fondsmaeglerselskab A S241,364$2.76M0.0%-16.0%0.259%
2/11/2026 J.W. Cole Advisors Inc.133,221$1.52M0.0%+5.4%0.143%
Ready to give options a try? Your first trade (Ticker included) -INSIDE (Ad)

Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and stinging losses? Dave Aquino is giving away the exact 11-hour options strategy he uses in volatile markets. You get the plain English blueprint behind the strategy and the very same "rinse and repeat" ticker he's traded nearly 900 times with a 95.3% success rate. It's so simple to understand, you could trade it tomorrow.tc pixel

2/10/2026 Lido Advisors LLC64,821$774K0.0%+8.6%0.069%
2/10/2026 Goldman Sachs Group Inc.16,795$192K0.0%-22.9%0.018%
2/10/2026 Foundations Investment Advisors LLC486,444$5.57M0.1%+21.5%0.521%
2/10/2026 Castlekeep Investment Advisors LLC384,937$4.40M2.0%-3.4%0.413%
2/9/2026 Kingsview Wealth Management LLC10,049$115K0.0%N/A0.011%
2/9/2026 Legal & General Group Plc651,851$7.45M0.0%+12.8%0.699%
2/9/2026 MQS Management LLC52,193$597K0.4%N/A0.056%
2/6/2026 Condor Capital Management456,217$5.22M0.4%+6.3%0.489%
2/6/2026 Americana Partners LLC16,952$194K0.0%N/A0.018%
2/6/2026Redmont Wealth Advisors LLC5,574$64K0.1%-57.3%0.006%


MFIC Institutional Ownership - Frequently Asked Questions

During the previous two years, 199 institutional investors and hedge funds held shares of MidCap Financial Investment. The most heavily invested institutionals were Kingstone Capital Partners Texas LLC ($189.38M), Northwestern Mutual Wealth Management Co. ($47.06M), Thornburg Investment Management Inc. ($37.62M), Apollo Management Holdings L.P. ($30.72M), Van ECK Associates Corp ($26.56M), UBS Group AG ($23.16M), and Next Capital Management LLC ($21.04M).Learn more on MidCap Financial Investment's institutional investors.

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

Of the 170 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), Northwestern Mutual Wealth Management Co. ($4.11M), Next Capital Management LLC ($1.70M), Castlekeep Investment Advisors LLC ($1.64M), Wellington Management Group LLP ($1.08M), Van ECK Associates Corp ($979.37K), and North Ground Capital ($651.33K).

Institutional investors have bought a total of 11,874,547 shares in the last 24 months. This purchase volume represents approximately $135.23M in transactions.

Of the 65 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: Commonwealth Equity Services LLC ($439.70K), Franklin Resources Inc. ($327.24K), Wells Fargo & Company MN ($238.42K), Van ECK Associates Corp ($190.08K), LPL Financial LLC ($189.95K), Millennium Management LLC ($124.33K), and Advisors Asset Management Inc. ($114.20K).

Institutional investors have sold a total of 2,740,881 shares in the last 24 months. This volume of shares sold represents approximately $31.64M in transactions.


Related Companies

Institutional ownership data for NASDAQ:MFIC is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/20/2026. New 13F filings are added each quarter as they're published.
From Our Partners
ALERT: Drop these 5 stocks before the market opens tomorrow!
The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings researc...
Weiss Ratings | Sponsoredtc pixel
The REAL Reason Trump is Invading Iran
For a moment… Forget about Trump’s ties to Israel. Forget about reports of Iran’s nuclear program. Be...
Banyan Hill Publishing | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Ready to give options a try? Your first trade (Ticker included) -INSIDE
Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and st...
Base Camp Trading | Sponsoredtc pixel
Trump Takes Emergency Action - Plus Elon Musk's New Venture
Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Tru...
Altimetry | Sponsoredtc pixel
They didn't warn anyone in 1971. This time someone is warning you.
On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no deb...
Reagan Gold Group | Sponsoredtc pixel
My top 3 AI picks for the next decade
Alexander Green bought Apple in 1996, recommended Nvidia at a split-adjusted 66 cents in 2004, and picked up A...
The Oxford Club | Sponsoredtc pixel
Buy this stock today
Marc Chaikin, founder of Chaikin Analytics, is sharing a strategy he calls 'Sell This, Buy That' - a way to mo...
Chaikin Analytics | Sponsoredtc pixel