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MidCap Financial Investment (MFIC) Institutional Ownership

MidCap Financial Investment logo
$10.70 -0.17 (-1.56%)
As of 10:20 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)
115
Total
Institutional Inflows
(last 12 months)
$316.74M
Number of
Institutional Sellers
(last 12 months)
72
Total
Institutional Outflows
(last 12 months)
$40.33M
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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
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 publ 145,576$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%
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%
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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%
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%
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2/6/2026 ProShare Advisors LLC18,531$212K0.0%-5.6%0.020%
2/6/2026 HighTower Advisors LLC74,877$857K0.0%-16.7%0.080%
2/5/2026 Millennium Capital Advisors LLC57,223$655K0.4%N/A0.061%
2/5/2026 Stephens Inc. AR79,954$915K0.0%-5.6%0.086%
2/5/2026 AlphaCore Capital LLC12,914$148K0.0%+8.6%0.014%
2/5/2026 DNB Asset Management AS153,358$1.75M0.0%-6.6%0.164%
2/5/2026 Northwestern Mutual Wealth Management Co.4,113,333$47.06M0.0%+730,509.8%4.409%
2/4/2026 Global Wealth Management Investment Advisory Inc.97,234$1.11M0.2%+6.9%0.104%
2/4/2026 World Investment Advisors13,075$150K0.0%N/A0.014%
2/4/2026 Shade Tree Advisors LLC17,099$196K0.1%N/A0.018%


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 173 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), Van ECK Associates Corp ($1.21M), North Ground Capital ($651.33K), and Foundations Investment Advisors LLC ($542.00K).

Institutional investors have bought a total of 25,998,950 shares in the last 24 months. This purchase volume represents approximately $316.74M in transactions.

Of the 72 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), Bank of America Corp DE ($239.03K), Wells Fargo & Company MN ($238.42K), Advisors Asset Management Inc. ($225.69K), Van ECK Associates Corp ($190.08K), and LPL Financial LLC ($189.95K).

Institutional investors have sold a total of 3,426,977 shares in the last 24 months. This volume of shares sold represents approximately $40.33M in transactions.


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This page (NASDAQ:MFIC) was last updated on 6/3/2026 by MarketBeat.com Staff.
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