MidCap Financial Investment (MFIC) Institutional Ownership

$9.04 -0.01 (-0.11%)

Closing price 09/11/2026 04:00 PM Eastern

Extended Trading

$9.18 +0.14 (+1.49%)

As of 09/11/2026 07:30 PM Eastern

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Current Institutional Ownership Percentage: 28.45%
Number of Institutional Buyers (last 12 months): 96
Total Institutional Inflows (last 12 months): $135.72M

Number of Institutional Sellers (last 12 months): 66
Total Institutional Outflows (last 12 months): $31.71M

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MFIC Institutional Buying and Selling by Quarter

MidCap Financial Investment Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
9/9/2026	Cidel Asset Management Inc.	50,300	$507K	0.0%	N/A	0.061%
9/9/2026	Squarepoint Ops LLC	19,932	$201K	0.0%	-24.1%	0.024%
8/20/2026	Camelot Portfolios LLC	62,646	$631K	0.4%	+8.6%	0.076%
8/20/2026	Headlands Technologies LLC	51,819	$522K	0.1%	+304.1%	0.063%
8/19/2026	Wellington Management Group LLP	1,078,291	$10.87M	0.0%	N/A	1.309%
7/17/2026	TCFG Investment Advisors LLC	40,474	$408K	0.1%	-4.4%	0.049%
7/17/2026	Camelot Portfolios LLC	62,646	$631K	0.4%	+8.6%	0.076%
7/17/2026	Cidel Asset Management Inc.	50,300	$507K	0.0%	N/A	0.061%
7/14/2026	Y Intercept Hong Kong Ltd	98,743	$995K	0.0%	N/A	0.120%
7/9/2026	Hennion & Walsh Asset Management Inc.	80,291	$809K	0.0%	-12.1%	0.097%
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7/1/2026	Confluence Investment Management LLC	118,551	$1.20M	0.0%	+1.2%	0.144%
6/16/2026	Empowered Funds LLC	14,045	$158K	0.0%	N/A	0.017%
6/3/2026	NewEdge Advisors LLC	2,455	$28K	0.0%	-89.7%	0.003%
5/20/2026	Arete Wealth Advisors LLC	19,133	$215K	0.0%	+10.4%	0.023%
5/19/2026	Bank of America Corp DE	128,273	$1.44M	0.0%	-9.1%	0.156%
5/19/2026	Arkadios Wealth Advisors	101,284	$1.14M	0.0%	-1.6%	0.123%
5/19/2026	Arete Wealth Advisors LLC	19,133	$215K	0.0%	+10.4%	0.023%
5/18/2026	Royal Bank of Canada	214,871	$2.42M	0.0%	-1.9%	0.261%
5/18/2026	Empowered Funds LLC	14,045	$158K	0.0%	N/A	0.017%
5/16/2026	Lazard Asset Management LLC	82,034	$922K	0.0%	-34.6%	0.100%
5/15/2026	Callodine Capital Management LP	458,108	$5.15M	0.4%	-5.2%	0.556%
5/15/2026	Entropy Technologies LP	14,235	$160K	0.0%	N/A	0.017%
5/14/2026	Caxton Associates LLP	33,741	$379K	0.0%	+50.4%	0.041%
5/14/2026	Lido Advisors LLC	67,218	$756K	0.0%	+3.7%	0.082%
5/13/2026	Cetera Investment Advisers	22,932	$258K	0.0%	-19.3%	0.028%
5/12/2026	Millennium Capital Advisors LLC	61,823	$695K	0.4%	+8.0%	0.075%
5/8/2026	PNC Financial Services Group Inc.	3,042	$34K	0.0%	-78.5%	0.004%
5/8/2026	Cura Wealth Advisors LLC	613,918	$6.90M	3.1%	-4.4%	0.745%
5/8/2026	NewGen Asset Management Ltd	35,000	$393K	0.2%	N/A	0.042%
5/7/2026	Next Capital Management LLC	1,871,652	$21.04M	6.4%	+26.1%	2.272%
5/5/2026	D.A. Davidson & CO.	360,807	$4.06M	0.0%	+3.1%	0.438%
5/5/2026	Sharpepoint LLC	124,177	$1.40M	0.8%	+19.9%	0.151%
5/5/2026	IMC Chicago LLC	14,424	$162K	0.0%	N/A	0.016%
5/5/2026	Sigma Planning Corp	73,561	$827K	0.0%	+2.4%	0.080%
5/1/2026	Fifth Third Bancorp	10,587	$119K	0.0%	N/A	0.011%
4/30/2026	Kestra Advisory Services LLC	17,088	$192K	0.0%	+80.1%	0.019%
4/28/2026	Meridian Investment Counsel Inc.	39,113	$440K	0.1%	+3.7%	0.042%
4/27/2026	World Investment Advisors	11,527	$130K	0.0%	-11.8%	0.013%
4/24/2026	LB Partners LLC	10,000	$112K	0.1%	N/A	0.011%
4/23/2026	Lansforsakringar Fondforvaltning AB publ	145,576	$1.64M	0.0%	+22.1%	0.158%
A major gold reset could be closer than people think (Ad) For 50 years, Washington has held 8,133 tonnes of gold on its books at a fraction of today's market price. One executive order could change that — potentially triggering the largest wealth transfer into gold in modern American history. The last time the U.S. faced this combination of inflation, debt, and monetary pressure, gold climbed 2,300% in the 1970s. Reagan Gold Group's free 2026 Gold Guide breaks down what investors need to know now. Get your free 2026 Gold Guide before the next policy shift
4/17/2026	Everstar Asset Management LLC	18,650	$210K	0.1%	-7.4%	0.020%
4/16/2026	BI Asset Management Fondsmaeglerselskab A S	249,306	$2.80M	0.0%	+3.3%	0.270%
3/17/2026	Rockefeller Capital Management L.P.	5,480	$63K	0.0%	-93.1%	0.006%
3/13/2026	World Investment Advisors	13,075	$150K	0.0%	N/A	0.014%
2/26/2026	Alpine Global Management LLC	316,086	$3.62M	0.6%	+138.6%	0.339%
2/23/2026	Virtu Financial LLC	26,960	$308K	0.0%	+22.0%	0.029%
2/19/2026	Invesco Ltd.	911,041	$10.42M	0.0%	+3.5%	0.976%
2/18/2026	Papamarkou Wellner Asset Management inc.	16,941	$194K	0.1%	N/A	0.018%
2/18/2026	XTX Topco Ltd	135,297	$1.55M	0.0%	N/A	0.145%
2/18/2026	VARCOV Co.	23,732	$271K	0.1%	N/A	0.025%
2/18/2026	Virtus Investment Advisers LLC	60,236	$689K	0.2%	-14.2%	0.065%
2/18/2026	Rivernorth Capital Management LLC	414,430	$4.74M	0.2%	N/A	0.444%
2/18/2026	Oxford Asset Management LLP	34,889	$399K	0.2%	+58.1%	0.037%
2/17/2026	Almitas Capital LLC	135,477	$1.55M	0.3%	+46.1%	0.145%
2/17/2026	Cetera Investment Advisers	28,415	$325K	0.0%	-14.1%	0.030%
2/17/2026	Lazard Asset Management LLC	125,395	$1.44M	0.0%	+35.2%	0.134%
2/17/2026	Trexquant Investment LP	101,212	$1.16M	0.0%	+101.7%	0.108%
2/17/2026	Jump Financial LLC	48,637	$556K	0.0%	N/A	0.052%
2/17/2026	Osaic Holdings Inc.	146,759	$1.68M	0.0%	+4.6%	0.157%
2/17/2026	Advisory Services Network LLC	13,576	$155K	0.0%	-42.4%	0.015%
2/17/2026	Russell Investments Group Ltd.	264,315	$3.02M	0.0%	N/A	0.283%
2/17/2026	&PARTNERS	16,652	$175K	0.0%	+13.9%	0.018%
2/17/2026	Royal Bank of Canada	219,049	$2.51M	0.0%	-3.0%	0.235%
2/16/2026	Squarepoint Ops LLC	18,322	$210K	0.0%	N/A	0.020%
2/13/2026	Arete Wealth Advisors LLC	17,333	$198K	0.0%	+10.9%	0.019%
2/13/2026	Kestra Advisory Services LLC	9,490	$109K	0.0%	N/A	0.010%
2/13/2026	Marshall Wace LLP	42,940	$491K	0.0%	+156.2%	0.046%
2/13/2026	Callodine Capital Management LP	483,408	$5.53M	0.4%	-5.4%	0.518%
2/13/2026	Stifel Financial Corp	55,629	$636K	0.0%	-63.1%	0.060%
2/13/2026	Arkadios Wealth Advisors	102,945	$1.18M	0.0%	-1.5%	0.110%
2/13/2026	Van ECK Associates Corp	2,321,600	$26.56M	0.0%	-7.6%	2.488%
2/13/2026	Dynamic Technology Lab Private Ltd	18,153	$208K	0.0%	N/A	0.019%
2/13/2026	Wells Fargo & Company MN	304,699	$3.49M	0.0%	-43.9%	0.327%
2/12/2026	Advisors Asset Management Inc.	248,193	$2.84M	0.0%	-14.2%	0.266%
2/12/2026	Advocate Investing Services LLC	3,133	$36K	0.0%	N/A	0.003%
2/12/2026	Jane Street Group LLC	250,307	$2.86M	0.0%	+1,740.5%	0.268%
2/12/2026	North Ground Capital	651,326	$7.45M	3.7%	+160.5%	0.698%
2/12/2026	Commonwealth Equity Services LLC	34,648	$396K	0.0%	-92.7%	0.037%
2/12/2026	Lansforsakringar Fondforvaltning AB publ	119,214	$1.36M	0.0%	N/A	0.128%
2/12/2026	Steward Partners Investment Advisory LLC	34,497	$395K	0.0%	-3.9%	0.037%
2/12/2026	Wedbush Securities Inc.	30,427	$348K	0.0%	-15.4%	0.033%
2/12/2026	Principal Securities Inc.	42,135	$482K	0.0%	+4.4%	0.045%
2/12/2026	Founders Financial Alliance LLC	11,987	$137K	0.0%	-11.8%	0.013%
2/11/2026	Sharpepoint LLC	103,569	$1.19M	0.7%	+22.7%	0.111%
2/11/2026	Janney Montgomery Scott LLC	364,142	$4.17M	0.0%	-8.0%	0.390%
2/11/2026	Cerity Partners LLC	199,049	$2.28M	0.0%	N/A	0.213%
2/11/2026	Next Capital Management LLC	1,484,349	$16.98M	5.4%	+10.6%	1.591%
2/11/2026	LPL Financial LLC	317,470	$3.63M	0.0%	-37.4%	0.340%
2/11/2026	Franklin Resources Inc.	445,302	$5.09M	0.0%	-42.2%	0.477%
2/11/2026	Closed End Fund Advisors Inc.	183,892	$2.10M	1.2%	N/A	0.197%
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2/11/2026	BI Asset Management Fondsmaeglerselskab A S	241,364	$2.76M	0.0%	-16.0%	0.259%
2/11/2026	J.W. Cole Advisors Inc.	133,221	$1.52M	0.0%	+5.4%	0.143%
2/10/2026	Lido Advisors LLC	64,821	$774K	0.0%	+8.6%	0.069%
2/10/2026	Goldman Sachs Group Inc.	16,795	$192K	0.0%	-22.9%	0.018%
2/10/2026	Foundations Investment Advisors LLC	486,444	$5.57M	0.1%	+21.5%	0.521%
2/10/2026	Castlekeep Investment Advisors LLC	384,937	$4.40M	2.0%	-3.4%	0.413%
2/9/2026	Kingsview Wealth Management LLC	10,049	$115K	0.0%	N/A	0.011%
2/9/2026	Legal & General Group Plc	651,851	$7.45M	0.0%	+12.8%	0.699%
2/9/2026	MQS Management LLC	52,193	$597K	0.4%	N/A	0.056%
2/6/2026	Condor Capital Management	456,217	$5.22M	0.4%	+6.3%	0.489%

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 11,923,346 shares in the last 24 months. This purchase volume represents approximately $135.72M in transactions.

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: 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 2,747,194 shares in the last 24 months. This volume of shares sold represents approximately $31.71M 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 9/9/2026. New 13F filings are added each quarter as they're published.

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MidCap Financial Investment (MFIC) Institutional Ownership

MFIC Institutional Buying and Selling by Quarter

MidCap Financial Investment Major Shareholders & Ownership History

MFIC Institutional Ownership - Frequently Asked Questions

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MidCap Financial Investment (MFIC) Institutional Ownership

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

MFIC Institutional Buying and Selling by Quarter

MidCap Financial Investment Major Shareholders & Ownership History

MFIC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of MFIC shares?

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

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

How much institutional buying is happening at MidCap Financial Investment?

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

How much institutional selling is happening at MidCap Financial Investment?

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