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

$1.5046535000262361e+201T

% of Float Held

4.6167637976663254e+299%

QoQ Change in Holders

+14 / -0

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
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COIncreased+4.1M+$143.7M
Next Capital Management LLCNew Position+1.5M+$17.0M
Diameter Capital Partners LPNew Position+1.0M+$11.6M
Muzinich & Co., Inc.New Position+715K+$8.2M
North Ground CapitalNew Position+651K+$7.5M
Sumitomo Mitsui Trust Group, Inc.New Position+550K+$6.3M
FOUNDATIONS INVESTMENT ADVISORS, LLCNew Position+486K+$5.0M
RIVERNORTH CAPITAL MANAGEMENT, LLCNew Position+414K+$4.7M
Ethos Financial Group, LLCNew Position+394K+$4.5M
CASTLEKEEP INVESTMENT ADVISORS LLCNew Position+385K+$4.4M
D.A. DAVIDSON & CO.New Position+350K+$4.0M
Janney Montgomery Scott LLCNew Position+364K+$4.0M
Millennium Capital Advisors, LLCNew Position+278K+$3.6M
Russell Investments Group, Ltd.New Position+264K+$3.0M
Closed-End Fund Advisors, Inc.New Position+184K+$2.1M

MFIC — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
MORGAN STANLEYDecreased-173K-$23.0B
FRANKLIN RESOURCES INCDecreased-326K-$9.2B
WELLS FARGO & COMPANY/MNDecreased-238K-$6.5B
Callodine Capital Management, LPDecreased-27K-$6.1B
LPL Financial LLCDecreased-190K-$6.1B
AMERIPRISE FINANCIAL INCDecreased-244K-$5.0B
BlackRock, Inc.Decreased-9K-$3.9B
Advisors Asset Management, Inc.Decreased-41K-$3.5B
United Advisor Group, LLCDecreased-15K-$3.2B
Neuberger Berman Group LLCDecreased-24K-$2.7B
ROYAL BANK OF CANADADecreased-7K-$2.7B
Garner Asset Management CorpDecreased-21K-$2.0B
DnB Asset Management ASDecreased-11K-$2.0B
STIFEL FINANCIAL CORPDecreased-95K-$1.8B
BANK OF AMERICA CORP /DE/Decreased-9K-$1.8B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO4,113,333$150.5M0.10%Share
2THORNBURG INVESTMENT MANAGEMENT INC3,137,783$35.0M0.44%Share
3Apollo Management Holdings, L.P.2,293,400$26.2M0.21%Share
4VAN ECK ASSOCIATES CORP1,895,728$21.0M0.02%Share
5MORGAN STANLEY1,583,784$18.0M0.00%Share
6Next Capital Management LLC1,484,349$17.0M5.44%Share
7UBS Group AG1,383,525$15.8M0.00%Share
8Anchor Investment Management, LLC1,145$13.1M0.00%Share
9Diameter Capital Partners LP1,013,005$11.6M1.06%Share
10Invesco Ltd.911,041$10.4M0.00%Share
11Muzinich & Co., Inc.714,776$8.2M2.57%Share
12North Ground Capital651,326$7.5M3.70%Share
13CURA WEALTH ADVISORS, LLC641,918$7.3M2.78%Share
14UBS Group AG619,110$7.1M0.00%Share
15Legal & General Group Plc651,851$7.0M0.00%Share
16Sumitomo Mitsui Trust Group, Inc.549,575$6.3M0.00%Share
17ARES MANAGEMENT LLC545,532$6.2M0.36%Share
18Callodine Capital Management, LP483,408$5.5M0.44%Share
19CONDOR CAPITAL MANAGEMENT456,217$5.2M0.42%Share
20RAYMOND JAMES FINANCIAL INC452,612$5.0M0.00%Share
21FOUNDATIONS INVESTMENT ADVISORS, LLC486,444$5.0M0.07%Share
22FRANKLIN RESOURCES INC445,302$5.0M0.00%Share
23RIVERNORTH CAPITAL MANAGEMENT, LLC414,430$4.7M0.22%Share
24Ethos Financial Group, LLC393,598$4.5M0.33%Share
25CASTLEKEEP INVESTMENT ADVISORS LLC384,937$4.4M1.99%Share
26D.A. DAVIDSON & CO.350,071$4.0M0.02%Share
27VAN ECK ASSOCIATES CORP425,872$4.0M0.00%Share
28TWO SIGMA INVESTMENTS, LP387,499$4.0M0.01%Share
29Janney Montgomery Scott LLC364,142$4.0M0.01%Share
30Alpine Global Management, LLC316,086$3.6M0.62%Share
31LPL Financial LLC317,470$3.0M0.00%Share
32Russell Investments Group, Ltd.264,315$3.0M0.00%Share
33United Advisor Group, LLC255,718$2.9M0.36%Share
34HBK INVESTMENTS L P205,500$2.4M0.02%Put
35Neuberger Berman Group LLC205,660$2.0M0.00%Share
36BI Asset Management Fondsmaeglerselskab A/S241,364$2.0M0.02%Share
37WELLS FARGO & COMPANY/MN229,444$2.0M0.00%Share
38BlackRock, Inc.240,091$2.0M0.00%Share
39JANE STREET GROUP, LLC246,539$2.0M0.00%Share
40Advisors Asset Management, Inc.248,193$2.0M0.03%Share
41Cerity Partners LLC199,049$2.0M0.00%Share
42ROYAL BANK OF CANADA217,159$2.0M0.00%Share
43Naviter Wealth, LLC167,014$1.9M0.25%Share
44Hennion & Walsh Asset Management, Inc.159,675$1.8M0.06%Share
45Closed-End Fund Advisors, Inc.159,675$1.8M1.08%Share
46DnB Asset Management AS153,358$1.8M0.01%Share
47Garner Asset Management Corp148,905$1.7M0.65%Share
48Almitas Capital LLC135,477$1.5M0.34%Share
49J.W. COLE ADVISORS, INC.133,221$1.5M0.04%Share
50SHARPEPOINT LLC103,569$1.2M0.71%Share

MFIC Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025194$501.0M+73
Q3 2025121$238.4B-27
Q2 2025148$236.8B-19
Q1 2025167$654.7B+9
Q4 2024158$17.4T+31
Q3 2024127$117.3T+34
Q2 202493$69.6T+3
Q1 202490$67.1T—

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As of Q4 2025, 50 institutional investors hold MFIC (MidCap Financial Investment Corporation). The largest holder is NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO with $150.5M in shares. This quarter, 14 institutions opened new positions and 0 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 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO with $150.5M in shares.

Is institutional ownership of MFIC increasing or decreasing?

This quarter, 14 institutions opened new positions in MFIC and 0 closed their positions.