MidCap Financial Investment Corp (MFIC) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

96,112,500Shares Outstanding

4,094,952Shares held by institutions

$45,372,068Value of institutional holdings

31.78%Institutional ownership %

10.18%Shares Changed QoQ

184No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Recent 13F filings as of December 2025 show that 184 institutional investors hold a position in MidCap Financial Investment Corp (NASDAQ:MFIC).

The percentage of MidCap Financial Investment owned by institutions changed from 30.7% in September 2025 to 31.8% in December 2025, marking a slight up trend.
On a quarter-over-quarter basis, institutional holdings shifted by 10.18%, with a year-over-year an increase of 5.14% in the count of filers.
Among the 184 institutional holders of MidCap Financial Investment, 87 added to their stakes while 66 trimmed their positions and 31 held steady.
The aggregate institutional position in MidCap Financial Investment now stands at 30.54Mn shares as of December 2025, after investors increased their holdings (up by 2.82Mn shares quarter on quarter which is up 4.10Mn shares year over year).
As of December 31, 2025, THORNBURG INVESTMENT MANAGEMENT INC held MidCap Financial Investment's largest shareholding position with over 3.14Mn shares, representing 3.26% of total outstanding shares.
Among the most significant buyers of MidCap Financial Investment during December 2025 were Diameter Capital Partners LP (1.01Mn), RIVERNORTH CAPITAL MANAGEMENT, LLC (414.43K), North Ground Capital (401.33K), UBS Group AG (323.14K), Russell Investments Group, Ltd. (264.31K).
Leading sellers of MidCap Financial Investment stock in December 2025 included COMMONWEALTH EQUITY SERVICES, LLC (439.70K), FRANKLIN RESOURCES INC (325.53K), AMERIPRISE FINANCIAL INC (243.50K), WELLS FARGO & COMPANY/MN (238.42K), VAN ECK ASSOCIATES CORP (190.08K).
The top 10 institutional holders of MidCap Financial Investment for the quarter ending December 2025 included THORNBURG INVESTMENT MANAGEMENT INC (3.14Mn), Apollo Management Holdings, L.P. (2.39Mn), VAN ECK ASSOCIATES CORP (2.32Mn), UBS Group AG (2.02Mn), MORGAN STANLEY (1.74Mn), Next Capital Management LLC (1.48Mn), Diameter Capital Partners LP (1.01Mn), Muzinich & Co., Inc. (714.78K), Legal & General Group Plc (651.85K), North Ground Capital (651.33K).

184 Institutional Holders

4,094,952 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
THORNBURG INVESTMENT MANAGEMENT INC	31 Dec, 2025	3,137,783	0	0.00%	$35,896,238.00
Apollo Management Holdings, L.P.	31 Dec, 2025	2,388,870	7	0.00%	$27,328,672.00
VAN ECK ASSOCIATES CORP	31 Dec, 2025	2,321,600	-190,078	-7.57%	$26,559.00
UBS Group AG	31 Dec, 2025	2,024,312	323,137	18.99%	$23,158,129.00
MORGAN STANLEY	31 Dec, 2025	1,743,681	-173,153	-9.03%	$19,947,720.00
Next Capital Management LLC	31 Dec, 2025	1,484,349	142,764	10.64%	$16,980,950.00
Diameter Capital Partners LP	31 Dec, 2025	1,013,005	1,013,005	0.00%	$11,588,777.00
Muzinich & Co., Inc.	31 Dec, 2025	714,776	143,256	25.07%	$8,177,048.00
Legal & General Group Plc	31 Dec, 2025	651,851	74,030	12.81%	$7,447,398.00
North Ground Capital	31 Dec, 2025	651,326	401,326	160.53%	$7,451,169.00
CURA WEALTH ADVISORS, LLC	31 Dec, 2025	641,918	24,000	3.88%	$7,343,542.00
Sumitomo Mitsui Trust Group, Inc.	31 Dec, 2025	549,575	46,224	9.18%	$6,287,138.00
ARES MANAGEMENT LLC	31 Dec, 2025	545,532	0	0.00%	$6,240,886.00
FOUNDATIONS INVESTMENT ADVISORS, LLC	31 Dec, 2025	486,444	86,161	21.53%	$5,564,921.00
Callodine Capital Management, LP	31 Dec, 2025	483,408	-27,400	-5.36%	$5,530,188.00
CONDOR CAPITAL MANAGEMENT	31 Dec, 2025	456,217	26,850	6.25%	$5,219,129.00
FRANKLIN RESOURCES INC	31 Dec, 2025	445,302	-325,526	-42.23%	$5,094,255.00
RIVERNORTH CAPITAL MANAGEMENT, LLC	31 Dec, 2025	414,430	414,430	0.00%	$4,741,079.00
Ethos Financial Group, LLC	31 Dec, 2025	393,598	-29,580	-6.99%	$4,502,757.00
TWO SIGMA INVESTMENTS, LP	31 Dec, 2025	387,499	210,937	119.47%	$4,432,989.00

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