MidCap Financial Investment MFIC Institutional Ownership

NASDAQ MFIC

$9.05 -0.06 (-0.60%)

As of: Sep 10, 2026 · 12:40 PM EDT

Institutions by Trading Activity

168 Institutions

Increased 80 47.6%

Unchanged 30 17.9%

Reduced 58 34.5%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

38.46%

▲+3.53 pp QoQ

Shares Held by Institutions

31.75Mn

of 82.55Mn outstanding

▲+5.93% QoQ

Shares Outstanding

82.55Mn

50.79Mn held outside 13F filers

Institutional Investors

168

filed 13F for Jun 2026

▼-6 vs prior quarter

Net Shares Added (QoQ)

+1.78Mn

accumulated since last quarter

Value of Holdings

$305.44Mn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

MidCap Financial Investment Corp (NASDAQ:MFIC) has 168 institutional investors that have filed 13F reports for the period ending June 2026.

Collectively, these holders controlled 38.5% of MidCap Financial Investment's outstanding shares in June 2026, up from 34.9% in March 2026.
Their total shares held in MFIC increased 5.93% quarter over quarter, and separately, investors owning MidCap Financial Investment decreased 1.18% from a year ago.
Among the 168 funds, 80 bought more MidCap Financial Investment shares, 58 sold down, and 30 held their ground.
In total, institutional investors held 31.75Mn shares in MidCap Financial Investment as of June 2026, up by 1.78Mn shares quarter on quarter, and down 12.32Mn shares year over year.
THORNBURG INVESTMENT MANAGEMENT INC is the top holder of MidCap Financial Investment as of June 30, 2026, with 3.24Mn shares representing 3.92% of outstanding stock.
Leading buyers of MidCap Financial Investment shares for the quarter ending June 2026 were WELLINGTON MANAGEMENT GROUP LLP (1.08Mn), Beach Point Capital Management LP (440.36K), Janney Montgomery Scott LLC (393.64K), Russell Investments Group, Ltd. (358.53K), VAN ECK ASSOCIATES CORP (293.48K).
Leading sellers of MidCap Financial Investment shares for the quarter ending June 2026 were VICTORY CAPITAL MANAGEMENT INC (617.29K), XTX Topco Ltd (264.52K), Invesco Ltd. (242.2K), BI Asset Management Fondsmaeglerselskab A/S (203.52K), VARCOV Co. (109.72K).
According to Business Quant data, leading holders of MFIC for June 2026 are THORNBURG INVESTMENT MANAGEMENT INC (3.24Mn), Apollo Management Holdings, L.P. (2.35Mn), VAN ECK ASSOCIATES CORP (2.1Mn), SOROS FUND MANAGEMENT LLC (1.94Mn), UBS Group AG (1.93Mn), Next Capital Management LLC (1.9Mn), Morgan Stanley (1.53Mn), Russell Investments Group, Ltd. (1.14Mn), WELLINGTON MANAGEMENT GROUP LLP (1.08Mn), Invesco Ltd. (1.05Mn).

Form 13F Holdings

168 Institutional Holders

Report period 30 Jun, 2026

Total shares held 31.75Mn

Of outstanding 38.46%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	THORNBURG INVESTMENT MANAGEMENT INC	0001145020	3,237,783	3.92%	0	0.00%	$32.64Mn
2	Apollo Management Holdings, L.P.	0001449434	2,348,753	2.85%	▲6	+0.00%	$23.68Mn
3	VAN ECK ASSOCIATES CORP	0000869178	2,104,647	2.55%	▲293,478	+16.20%	$21.21Mn
4	SOROS FUND MANAGEMENT LLC	0001029160	1,944,500	2.36%	0	0.00%	$19.60Mn
5	UBS Group AG	0001610520	1,929,691	2.34%	▲111,406	+6.13%	$19.45Mn
6	Next Capital Management LLC	0001752762	1,899,667	2.30%	▲28,015	+1.50%	$19.15Mn
7	Morgan Stanley	0000895421	1,530,893	1.85%	▼83,726	-5.19%	$15.43Mn
8	Russell Investments Group, Ltd.	0001692234	1,141,719	1.38%	▲358,526	+45.78%	$11.51Mn
9	WELLINGTON MANAGEMENT GROUP LLP	0000902219	1,078,291	1.31%	▲1,078,291	0.00%	$10.87Mn
10	Invesco Ltd.	0000914208	1,052,384	1.27%	▼242,201	-18.71%	$10.61Mn
11	Legal & General Group Plc	0000764068	789,579	0.96%	▲64,166	+8.85%	$7.96Mn
12	Muzinich & Co., Inc.	0001618824	744,421	0.90%	▲27,923	+3.90%	$7.50Mn
13	Sumitomo Mitsui Trust Group, Inc.	0001475365	549,575	0.67%	0	0.00%	$5.54Mn
14	Raymond James Financial Inc	0000720005	527,873	0.64%	▼79,613	-13.11%	$5.32Mn
15	CURA WEALTH ADVISORS, LLC	0002056729	512,823	0.62%	▼101,095	-16.47%	$5.17Mn
16	Franklin Resources Inc	0000038777	441,518	0.53%	▲12,876	+3.00%	$4.45Mn
17	Beach Point Capital Management LP	0001453885	440,361	0.53%	▲440,361	0.00%	$4.44Mn
18	CONDOR CAPITAL MANAGEMENT	0001082491	431,882	0.52%	▼2,346	-0.54%	$4.35Mn
19	CASTLEKEEP INVESTMENT ADVISORS LLC	0001404780	414,657	0.50%	▲18,484	+4.67%	$4.18Mn
20	Janney Montgomery Scott LLC	0001329948	393,638	0.48%	▲393,638	0.00%	$3.97K

Showing 1 to 20 of 168 holders