Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in MFIC held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | THORNBURG INVESTMENT MANAGEMENT INC | 3.2M | $36.4M | +3.2% | 3.511% | 0.38% |
| 2 | Apollo Management Holdings, L.P. | 2.3M | $26.4M | -1.7% | 2.547% | 0.43% |
| 3 | SOROS FUND MANAGEMENT LLC | 1.9M | $21.9M | — | 2.109% | 0.26% |
| 4 | Next Capital Management LLC | 1.9M | $21.0M | +26.1% | 2.030% | 6.37% |
| 5 | UBS Group AG | 1.8M | $20.4M | -10.2% | 1.972% | 0.00% |
| 6 | MORGAN STANLEY | 1.6M | $18.1M | -7.4% | 1.751% | 0.00% |
| 7 | Invesco Ltd. | 1.3M | $14.6M | +42.1% | 1.404% | 0.00% |
| 8 | Russell Investments Group, Ltd. | 783K | $8.8M | +196.3% | 0.849% | 0.01% |
| 9 | Legal & General Group Plc | 725K | $8.2M | +11.3% | 0.787% | 0.00% |
| 10 | Muzinich & Co., Inc. | 716K | $8.1M | +0.2% | 0.777% | 2.82% |
| 11 | VICTORY CAPITAL MANAGEMENT INC | 654K | $7.4M | — | 0.710% | 0.00% |
| 12 | CURA WEALTH ADVISORS, LLC | 614K | $6.9M | -4.4% | 0.666% | 3.09% |
| 13 | RAYMOND JAMES FINANCIAL INC | 607K | $6.8M | +24.9% | 0.659% | 0.00% |
| 14 | Sumitomo Mitsui Trust Holdings, Inc. | 550K | $6.2M | 0.0% | 0.596% | 0.00% |
| 15 | ARES MANAGEMENT LLC | 546K | $6.1M | 0.0% | 0.592% | 0.40% |
| 16 | Callodine Capital Management, LP | 458K | $5.1M | -5.2% | 0.497% | 0.36% |
| 17 | CONDOR CAPITAL MANAGEMENT | 434K | $4.9M | -4.8% | 0.471% | 0.41% |
| 18 | Foundations Investment Advisors, LLC | 434K | $4.9M | -10.9% | 0.470% | 0.06% |
| 19 | FRANKLIN RESOURCES INC | 429K | $4.8M | -3.7% | 0.465% | 0.00% |
| 20 | BlackRock, Inc. | 404K | $4.5M | +27.7% | 0.438% | 0.00% |
| 21 | Ethos Financial Group, LLC | 394K | $4.5M | 0.0% | 0.427% | 0.33% |
| 22 | CASTLEKEEP INVESTMENT ADVISORS LLC | 396K | $4.5M | +2.9% | 0.430% | 2.42% |
| 23 | D.A. DAVIDSON & CO. | 361K | $4.1M | +3.1% | 0.391% | 0.02% |
| 24 | XTX Topco Ltd | 342K | $3.8M | +153.0% | 0.371% | 0.07% |
| 25 | WELLS FARGO & COMPANY/MN | 298K | $3.4M | -2.1% | 0.324% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in MFIC — a direct measure of their conviction.
Filings activity in MFIC during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new MFIC position in Q1 2026
Institutions that fully closed their MFIC position in Q1 2026
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 169 | 12% | 35.03% | 15.84 pp | $329M | 31% |
| Q4 2025 | 192 | +12% | 50.87% | +16.02 pp | $477M | +46% |
| Q3 2025 | 171 | +3.6% | 34.85% | +1.80 pp | $327M | +5.4% |
| Q2 2025 | 165 | 0.6% | 33.05% | 35.76 pp | $310M | 52% |
| Q1 2025 | 166 | 2.4% | 68.81% | +36.38 pp | $645M | +112% |
| Q4 2024 | 170 | +0.0% | 32.43% | +2.10 pp | $304M | +6.9% |
| Q3 2024 | 170 | +38% | 30.33% | +4.12 pp | $284M | +16% |
| Q2 2024 | 123 | — | 26.21% | — | $246M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying MFIC stock.
Based on Q1 2026 13F filings, institutional ownership of MidCap Financial Investment Corporation stands at 35.0%, held across 169 reporting institutions.
THORNBURG INVESTMENT MANAGEMENT INC is the largest reported institutional holder of MFIC, with approximately 3,237,783 shares worth $0.04B as of Q1 2026.
Yes — 1 widely-followed marquee investor appear among the top 25 institutional holders of MFIC, including SOROS FUND MANAGEMENT LLC.
Our composite Smart Money Score for MFIC is 30 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
23 institutions opened new positions in MFIC during Q1 2026, while 46 fully exited. 50 added to existing positions and 95 trimmed.
MFIC institutional ownership fell by 15.84 percentage points quarter-over-quarter, with a net change of -23 holders.
The top 10 institutions account for 56.0% of all reported 13F value in MFIC, and the top 25 account for 79.7%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
MidCap Financial Investment Corporation (MFIC) Institutional Ownership