Who Owns MidCap Financial Investment Corporation (MFIC)?Hedge Fund & Institutional Holders

$10.34-0.03 (-0.24%)Financial ServicesNASDAQ

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

3.521816228608752e+288%

QoQ Change in Holders

+12 / -2

Price History

$9.68$10.94$12.20$13.45$14.71Sep 24Jun 25Mar 26

MFIC — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Next Capital Management LLCNew Position+1.5M+$17.0B
Diameter Capital Partners LPNew Position+1.0M+$11.6B
Muzinich & Co., Inc.New Position+715K+$8.2B
Sumitomo Mitsui Trust Group, Inc.New Position+550K+$6.3B
RIVERNORTH CAPITAL MANAGEMENT, LLCNew Position+414K+$4.7B
Ethos Financial Group, LLCNew Position+394K+$4.5B
CASTLEKEEP INVESTMENT ADVISORS LLCNew Position+385K+$4.4B
D.A. DAVIDSON & CO.New Position+350K+$4.0B
RAYMOND JAMES FINANCIAL INCIncreased+375K+$3.7B
Russell Investments Group, Ltd.New Position+264K+$3.0B
UBS Group AGIncreased+323K+$2.8B
Naviter Wealth, LLCNew Position+167K+$1.9B
TWO SIGMA INVESTMENTS, LPIncreased+211K+$1.9B
Hennion & Walsh Asset Management, Inc.New Position+160K+$1.8B
J.W. COLE ADVISORS, INC.New Position+133K+$1.5B

MFIC — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
LPL Financial LLCDecreased-190K-$6.1B
WELLS FARGO & COMPANY/MNDecreased-238K-$4.5B
FRANKLIN RESOURCES INCDecreased-326K-$4.2B
AMERIPRISE FINANCIAL INCDecreased-244K-$4.0B
STIFEL FINANCIAL CORPDecreased-95K-$1.8B
Advisors Asset Management, Inc.Decreased-41K-$1.5B
MILLENNIUM MANAGEMENT LLCClosed Position-123K-$1.5B
Kovitz Investment Group Partners, LLCClosed Position-102K-$1.2B
HighTower Advisors, LLCDecreased-15K-$1.1B
Rockefeller Capital Management L.P.Decreased-74K-$955.8M
Neuberger Berman Group LLCDecreased-24K-$749.5M
ROYAL BANK OF CANADADecreased-7K-$708.0M
TWO SIGMA ADVISERS, LPDecreased-32K-$678.9M
JPMORGAN CHASE & CODecreased-8K-$625.0M
NORTHERN TRUST CORPDecreased-5K-$544.9M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1THORNBURG INVESTMENT MANAGEMENT INC3,137,783$35.0B441.64%Share
2Apollo Management Holdings, L.P.2,293,400$26.2B214.71%Share
3Next Capital Management LLC1,484,349$17.0B5.44%Share
4UBS Group AG1,383,525$15.8B2.57%Share
5Diameter Capital Partners LP1,013,005$11.6B1.06%Share
6Invesco Ltd.911,041$10.4B1.60%Share
7Muzinich & Co., Inc.714,776$8.2B2.57%Share
8CURA WEALTH ADVISORS, LLC641,918$7.3B2.78%Share
9UBS Group AG619,110$7.1B1.15%Share
10Legal & General Group Plc651,851$7.0B1.55%Share
11Sumitomo Mitsui Trust Group, Inc.549,575$6.3B3.69%Share
12ARES MANAGEMENT LLC545,532$6.2B0.36%Share
13CONDOR CAPITAL MANAGEMENT456,217$5.2B0.42%Share
14RAYMOND JAMES FINANCIAL INC452,612$5.0B1.56%Share
15FRANKLIN RESOURCES INC445,302$5.0B1.23%Share
16RIVERNORTH CAPITAL MANAGEMENT, LLC414,430$4.7B0.22%Share
17Ethos Financial Group, LLC393,598$4.5B0.33%Share
18CASTLEKEEP INVESTMENT ADVISORS LLC384,937$4.4B1.99%Share
19D.A. DAVIDSON & CO.350,071$4.0B24.53%Share
20TWO SIGMA INVESTMENTS, LP387,499$4.0B5.64%Share
21Russell Investments Group, Ltd.264,315$3.0B3.27%Share
22United Advisor Group, LLC255,718$2.9B0.36%Share
23HBK INVESTMENTS L P205,500$2.4B18.46%Put
24Neuberger Berman Group LLC205,660$2.0B1.49%Share
25Advisors Asset Management, Inc.248,193$2.0B33.58%Share
26WELLS FARGO & COMPANY/MN229,444$2.0B0.36%Share
27ROYAL BANK OF CANADA217,159$2.0B0.33%Share
28Naviter Wealth, LLC167,014$1.9B0.25%Share
29Hennion & Walsh Asset Management, Inc.159,675$1.8B0.06%Share
30Garner Asset Management Corp148,905$1.7B0.65%Share
31J.W. COLE ADVISORS, INC.133,221$1.5B0.04%Share
32SHARPEPOINT LLC103,569$1.2B0.71%Share
33CONFLUENCE INVESTMENT MANAGEMENT LLC97,370$1.1B16.68%Share
34Apollo Management Holdings, L.P.95,470$1.1B8.94%Share
35OSAIC HOLDINGS, INC.118,393$1.0B1.46%Share
36Arkadios Wealth Advisors89,095$1.0B19.39%Share
37BANK OF AMERICA CORP /DE/100,380$1.0B0.07%Share
38XTX Topco Ltd135,297$1.0B0.03%Share
39Lansforsakringar Fondforvaltning AB (publ)119,214$1.0B4.95%Share
40LAZARD ASSET MANAGEMENT LLC125,395$1.0B1.69%Share
41Focus Partners Wealth102,066$1.0B1.14%Share
42AMERIPRISE FINANCIAL INC173,655$1.0B0.23%Share
43D. E. Shaw & Co., Inc.119,977$1.0B0.55%Share
44COMERICA BANK86,137$985.0M3.93%Share
45STEPHENS INC /AR/79,954$914.0M11.37%Share
46Sigma Planning Corp71,842$821.0M0.02%Share
47Capital Investment Advisors, LLC62,205$711.0M10.83%Share
48Virtus Investment Advisers, LLC60,236$689.0M0.19%Share
49Camelot Portfolios, LLC59,051$675.0M0.41%Share
50PANORAMIC INVESTMENT ADVISORS, LLC53,630$613.0M0.33%Share

MFIC Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025193$241.1B+75
Q3 2025118$196.4B-29
Q2 2025147$229.5B-19
Q1 2025166$641.6B+9
Q4 2024157$747.0B+32
Q3 2024125$8.5T+33
Q2 202492$1.3T+3
Q1 202489$755.5B—

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As of Q4 2025, 50 institutional investors hold MFIC (MidCap Financial Investment Corporation). The largest holder is THORNBURG INVESTMENT MANAGEMENT INC with $35.0B in shares. This quarter, 12 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own MFIC?

As of Q4 2025, 50 institutional investors report holding MFIC (MidCap Financial Investment Corporation) in their 13F filings.

Who is the largest institutional holder of MFIC?

The largest institutional holder of MFIC is THORNBURG INVESTMENT MANAGEMENT INC with $35.0B in shares.

Is institutional ownership of MFIC increasing or decreasing?

This quarter, 12 institutions opened new positions in MFIC and 2 closed their positions.