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MidCap Financial Investment (MFIC) Institutional Ownership

MidCap Financial Investment logo
$8.62 -0.12 (-1.37%)
Closing price 10/2/2026 04:00 PM Eastern
Extended Trading
$8.72 +0.10 (+1.10%)
As of 10/2/2026 07:30 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 Massive. 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)
96
Total
Institutional Inflows
(last 12 months)
$135.79M
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 DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/1/2026 Confluence Investment Management LLC126,539$1.11M0.0%+6.7%0.154%
9/9/2026Cidel Asset Management Inc.50,300$507K0.0%N/A0.061%
9/9/2026Squarepoint Ops LLC19,932$201K0.0%-24.1%0.024%
8/20/2026Camelot Portfolios LLC62,646$631K0.4%+8.6%0.076%
8/20/2026Headlands Technologies LLC51,819$522K0.1%+304.1%0.063%
8/19/2026Wellington Management Group LLP1,078,291$10.87M0.0%N/A1.309%
7/17/2026TCFG Investment Advisors LLC40,474$408K0.1%-4.4%0.049%
7/17/2026Camelot Portfolios LLC62,646$631K0.4%+8.6%0.076%
7/17/2026Cidel Asset Management Inc.50,300$507K0.0%N/A0.061%
7/14/2026Y Intercept Hong Kong Ltd98,743$995K0.0%N/A0.120%
7/9/2026Hennion & 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%
6/16/2026Empowered Funds LLC14,045$158K0.0%N/A0.017%
6/3/2026NewEdge Advisors LLC2,455$28K0.0%-89.7%0.003%
5/20/2026Arete Wealth Advisors LLC19,133$215K0.0%+10.4%0.023%
5/19/2026Bank of America Corp DE128,273$1.44M0.0%-9.1%0.156%
5/19/2026Arkadios Wealth Advisors101,284$1.14M0.0%-1.6%0.123%
5/19/2026Arete Wealth Advisors LLC19,133$215K0.0%+10.4%0.023%
5/18/2026Royal Bank of Canada214,871$2.42M0.0%-1.9%0.261%
5/18/2026Empowered Funds LLC14,045$158K0.0%N/A0.017%
5/16/2026Lazard Asset Management LLC82,034$922K0.0%-34.6%0.100%
5/15/2026Callodine Capital Management LP458,108$5.15M0.4%-5.2%0.556%
5/15/2026Entropy Technologies LP14,235$160K0.0%N/A0.017%
5/14/2026Caxton Associates LLP33,741$379K0.0%+50.4%0.041%
5/14/2026Lido Advisors LLC67,218$756K0.0%+3.7%0.082%
5/13/2026Cetera Investment Advisers22,932$258K0.0%-19.3%0.028%
5/12/2026Millennium Capital Advisors LLC61,823$695K0.4%+8.0%0.075%
5/8/2026PNC Financial Services Group Inc.3,042$34K0.0%-78.5%0.004%
5/8/2026Cura Wealth Advisors LLC613,918$6.90M3.1%-4.4%0.745%
5/8/2026NewGen Asset Management Ltd35,000$393K0.2%N/A0.042%
5/7/2026Next Capital Management LLC1,871,652$21.04M6.4%+26.1%2.272%
5/5/2026D.A. Davidson & CO.360,807$4.06M0.0%+3.1%0.438%
5/5/2026Sharpepoint LLC124,177$1.40M0.8%+19.9%0.151%
5/5/2026IMC Chicago LLC14,424$162K0.0%N/A0.016%
5/5/2026Sigma Planning Corp73,561$827K0.0%+2.4%0.080%
5/1/2026Fifth Third Bancorp10,587$119K0.0%N/A0.011%
4/30/2026Kestra Advisory Services LLC17,088$192K0.0%+80.1%0.019%
4/28/2026Meridian Investment Counsel Inc.39,113$440K0.1%+3.7%0.042%
4/27/2026World Investment Advisors11,527$130K0.0%-11.8%0.013%
4/24/2026LB Partners LLC10,000$112K0.1%N/A0.011%
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4/23/2026Lansforsakringar Fondforvaltning AB publ145,576$1.64M0.0%+22.1%0.158%
4/17/2026Everstar Asset Management LLC18,650$210K0.1%-7.4%0.020%
4/16/2026BI Asset Management Fondsmaeglerselskab A S249,306$2.80M0.0%+3.3%0.270%
3/17/2026Rockefeller Capital Management L.P.5,480$63K0.0%-93.1%0.006%
3/13/2026World Investment Advisors13,075$150K0.0%N/A0.014%
2/26/2026Alpine Global Management LLC316,086$3.62M0.6%+138.6%0.339%
2/23/2026Virtu Financial LLC26,960$308K0.0%+22.0%0.029%
2/19/2026Invesco Ltd.911,041$10.42M0.0%+3.5%0.976%
2/18/2026Papamarkou Wellner Asset Management inc.16,941$194K0.1%N/A0.018%
2/18/2026XTX Topco Ltd135,297$1.55M0.0%N/A0.145%
2/18/2026VARCOV Co.23,732$271K0.1%N/A0.025%
2/18/2026Virtus Investment Advisers LLC60,236$689K0.2%-14.2%0.065%
2/18/2026Rivernorth Capital Management LLC414,430$4.74M0.2%N/A0.444%
2/18/2026Oxford Asset Management LLP34,889$399K0.2%+58.1%0.037%
2/17/2026Almitas Capital LLC135,477$1.55M0.3%+46.1%0.145%
2/17/2026Cetera Investment Advisers28,415$325K0.0%-14.1%0.030%
2/17/2026Lazard Asset Management LLC125,395$1.44M0.0%+35.2%0.134%
2/17/2026Trexquant Investment LP101,212$1.16M0.0%+101.7%0.108%
2/17/2026Jump Financial LLC48,637$556K0.0%N/A0.052%
2/17/2026Osaic Holdings Inc.146,759$1.68M0.0%+4.6%0.157%
2/17/2026Advisory Services Network LLC13,576$155K0.0%-42.4%0.015%
2/17/2026Russell Investments Group Ltd.264,315$3.02M0.0%N/A0.283%
2/17/2026&PARTNERS16,652$175K0.0%+13.9%0.018%
2/17/2026Royal Bank of Canada219,049$2.51M0.0%-3.0%0.235%
2/16/2026Squarepoint Ops LLC18,322$210K0.0%N/A0.020%
2/13/2026Arete Wealth Advisors LLC17,333$198K0.0%+10.9%0.019%
2/13/2026Kestra Advisory Services LLC9,490$109K0.0%N/A0.010%
2/13/2026Marshall Wace LLP42,940$491K0.0%+156.2%0.046%
2/13/2026Callodine Capital Management LP483,408$5.53M0.4%-5.4%0.518%
2/13/2026Stifel Financial Corp55,629$636K0.0%-63.1%0.060%
2/13/2026Arkadios Wealth Advisors102,945$1.18M0.0%-1.5%0.110%
2/13/2026Van ECK Associates Corp2,321,600$26.56M0.0%-7.6%2.488%
2/13/2026Dynamic Technology Lab Private Ltd18,153$208K0.0%N/A0.019%
2/13/2026Wells Fargo & Company MN304,699$3.49M0.0%-43.9%0.327%
2/12/2026Advisors Asset Management Inc.248,193$2.84M0.0%-14.2%0.266%
2/12/2026Advocate Investing Services LLC3,133$36K0.0%N/A0.003%
2/12/2026Jane Street Group LLC250,307$2.86M0.0%+1,740.5%0.268%
2/12/2026North Ground Capital651,326$7.45M3.7%+160.5%0.698%
2/12/2026Commonwealth Equity Services LLC34,648$396K0.0%-92.7%0.037%
2/12/2026Lansforsakringar Fondforvaltning AB publ 119,214$1.36M0.0%N/A0.128%
2/12/2026Steward Partners Investment Advisory LLC34,497$395K0.0%-3.9%0.037%
2/12/2026Wedbush Securities Inc.30,427$348K0.0%-15.4%0.033%
2/12/2026Principal Securities Inc.42,135$482K0.0%+4.4%0.045%
2/12/2026Founders Financial Alliance LLC11,987$137K0.0%-11.8%0.013%
2/11/2026Sharpepoint LLC103,569$1.19M0.7%+22.7%0.111%
2/11/2026Janney Montgomery Scott LLC364,142$4.17M0.0%-8.0%0.390%
2/11/2026Cerity Partners LLC199,049$2.28M0.0%N/A0.213%
2/11/2026Next Capital Management LLC1,484,349$16.98M5.4%+10.6%1.591%
2/11/2026LPL Financial LLC317,470$3.63M0.0%-37.4%0.340%
2/11/2026Franklin Resources Inc.445,302$5.09M0.0%-42.2%0.477%
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2/11/2026Closed End Fund Advisors Inc.183,892$2.10M1.2%N/A0.197%
2/11/2026BI Asset Management Fondsmaeglerselskab A S241,364$2.76M0.0%-16.0%0.259%
2/11/2026J.W. Cole Advisors Inc.133,221$1.52M0.0%+5.4%0.143%
2/10/2026Lido Advisors LLC64,821$774K0.0%+8.6%0.069%
2/10/2026Goldman Sachs Group Inc.16,795$192K0.0%-22.9%0.018%
2/10/2026Foundations Investment Advisors LLC486,444$5.57M0.1%+21.5%0.521%
2/10/2026Castlekeep Investment Advisors LLC384,937$4.40M2.0%-3.4%0.413%
2/9/2026Kingsview Wealth Management LLC10,049$115K0.0%N/A0.011%
2/9/2026Legal & General Group Plc651,851$7.45M0.0%+12.8%0.699%
2/9/2026MQS Management LLC52,193$597K0.4%N/A0.056%


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 11,931,334 shares in the last 24 months. This purchase volume represents approximately $135.79M 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 10/1/2026. New 13F filings are added each quarter as they're published.
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