MidCap Financial Investment (MFIC) Institutional Ownership

$9.88 +0.14 (+1.44%)

As of 04:00 PM Eastern

Current Institutional Ownership Percentage: 28.45%
Number of Institutional Buyers (last 12 months): 115
Total Institutional Inflows (last 12 months): $316.90M

Number of Institutional Sellers (last 12 months): 72
Total Institutional Outflows (last 12 months): $40.33M

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.

MFIC Institutional Buying and Selling by Quarter

MidCap Financial Investment Major Shareholders & Ownership History

Export

Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
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%
Get the Latest News and Ratings for MFIC and Related Stocks Enter your email address below to receive the latest news and analysts' ratings for MidCap Financial Investment and its competitors with MarketBeat's FREE daily newsletter.
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%
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%
Stranded On The Flood Plains of History (Ad) The petrodollar arrangement that Kissinger brokered in 1974 officially expired in June 2024. China has slashed U.S. Treasury holdings by 45% from peak, and central banks are swapping dollars for gold at the fastest pace since the Cold War. Porter Stansberry believes Trump is channeling more than $3 trillion toward securing the minerals, chips, and infrastructure that make AI possible - and companies at those chokepoints like Vertiv (up 500%), GE Vernova (up 700%), and Arista Networks (up 750%) are already moving. Porter's new briefing names one asset to buy today plus five stocks positioned at the narrowest chokepoints of what he calls the Silicon Dollar. Read Porter's full briefing and get the ticker names today
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%
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%
2/6/2026	Americana Partners LLC	16,952	$194K	0.0%	N/A	0.018%
Trump's New Dollar (Ad) Porter Stansberry says President Trump has signed an executive order initiating what he calls a full U.S. dollar reset - and most Americans don't know it's happening. The last time America underwent a monetary shift like this, under Nixon in the 1970s, it minted an average of 1,300 new millionaires a day for over half a century. Stansberry has released a new documentary naming the assets he believes are positioned to surge as a result. Watch the free briefing and see the three steps to prepare today
2/6/2026	Redmont Wealth Advisors LLC	5,574	$64K	0.1%	-57.3%	0.006%
2/6/2026	ProShare Advisors LLC	18,531	$212K	0.0%	-5.6%	0.020%
2/6/2026	HighTower Advisors LLC	74,877	$857K	0.0%	-16.7%	0.080%
2/5/2026	Millennium Capital Advisors LLC	57,223	$655K	0.4%	N/A	0.061%
2/5/2026	Stephens Inc. AR	79,954	$915K	0.0%	-5.6%	0.086%
2/5/2026	AlphaCore Capital LLC	12,914	$148K	0.0%	+8.6%	0.014%
2/5/2026	DNB Asset Management AS	153,358	$1.75M	0.0%	-6.6%	0.164%
2/5/2026	Northwestern Mutual Wealth Management Co.	4,113,333	$47.06M	0.0%	+730,509.8%	4.409%
2/4/2026	Global Wealth Management Investment Advisory Inc.	97,234	$1.11M	0.2%	+6.9%	0.104%
2/4/2026	World Investment Advisors	13,075	$150K	0.0%	N/A	0.014%

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 26,012,995 shares in the last 24 months. This purchase volume represents approximately $316.90M 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.

Related Companies

This page (NASDAQ:MFIC) was last updated on 6/23/2026 by MarketBeat.com Staff.

From Our Partners

Get 30 Days of MarketBeat All Access for Free

Start Your 30-Day Trial

In-depth profiles and analysis for 20,000 public companies.
Real-time analyst ratings, insider transactions, earnings data, and more.
Our daily ratings and market update email newsletter.

Sign In
Create Account

Your Email Address:

Your Password:

Forgot your password?

Your Email Address:

Choose a Password:

By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

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

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

Popular Tools

Financial Calendars

Terms & Info

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?

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools