MidCap Financial Investment MFIC Institutional Ownership

NASDAQ MFIC

$8.41 +0.23 (+2.81%)

At close: Oct 22, 2026 · 4:00 PM EDT

Institutions by Trading Activity

169 Institutions

Increased 80 47.3%

Unchanged 31 18.3%

Reduced 58 34.3%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

38.47%

▲+3.64 pp QoQ

Shares Held by Institutions

31.75Mn

of 82.55Mn outstanding

▲+0.13% QoQ

Shares Outstanding

82.55Mn

50.79Mn held outside 13F filers

Institutional Investors

169

filed 13F for Jun 2026

▼-4 vs prior quarter

Net Shares Added (QoQ)

+41.28K

accumulated since last quarter

Value of Holdings

$259.73Mn

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

Updated Oct 11, 2026

MidCap Financial Investment Corp (NASDAQ:MFIC) had 169 institutional holders reporting a position on Form 13F for the quarter ended June 30, 2026.

These investors held 38.47% of outstanding shares in Q2 2026, up from 34.83% the quarter before.
Total holdings of MidCap Financial Investment shares rose 0.13% from Q1 2026, and the number of holders rose 0.60% from Q2 2025.
Of the 169 holders, 80 added to their positions, 58 reduced their stakes and 31 left their positions unchanged in Q2 2026.
Institutional investors held 31.75Mn shares of MidCap Financial Investment in total at the end of Q2 2026, up 41.28K from the prior quarter and down 9.04Mn from a year earlier.
As of June 30, 2026, the biggest holder of MidCap Financial Investment was Thornburg Investment Management Inc with 3.24Mn shares, or 3.92% of shares outstanding.
The largest position increases in MFIC for Q2 2026 were by Russell Investments Group, Ltd. (+358.53K shares), Van Eck Associates Corp (+293.48K shares), Citadel Advisors LLC (+217.49K shares), Lazard Asset Management LLC (+125.2K shares) and UBS Group AG (+111.41K shares).
The biggest cuts to MFIC positions during Q2 2026 came from Victory Capital Management Inc (-617.29K shares), XTX Topco Ltd (-264.52K shares), Invesco Ltd. (-242.2K shares), BI Asset Management Fondsmaeglerselskab A/S (-203.52K shares) and VARCOV Co. (-109.72K shares).
Business Quant data shows the 10 biggest positions in MidCap Financial Investment as of Q2 2026 were held by Thornburg Investment Management Inc (3.24Mn shares), Apollo Management Holdings, L.P. (2.35Mn shares), Van Eck Associates Corp (2.1Mn shares), Soros Fund Management LLC (1.94Mn shares), UBS Group AG (1.93Mn shares), Next Capital Management LLC (1.9Mn shares), Morgan Stanley (1.53Mn shares), Russell Investments Group, Ltd. (1.14Mn shares), Wellington Management Group LLP (1.08Mn shares) and Invesco Ltd. (1.05Mn shares).

Form 13F Holdings

169 Institutional Holders

Report period 30 Jun, 2026

Total shares held 31.75Mn

Of outstanding 38.47%

#	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 Templeton 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 169 holders