Ranked by reported Q2 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 | $32.6M | 0.0% | 3.931% | 0.31% |
| 2 | Apollo Management Holdings, L.P. | 2.3M | $23.7M | 0.0% | 2.851% | 0.26% |
| 3 | VAN ECK ASSOCIATES CORP | 2.1M | $21.2M | +16.2% | 2.555% | 0.01% |
| 4 | SOROS FUND MANAGEMENT LLC | 1.9M | $19.6M | 0.0% | 2.361% | 0.24% |
| 5 | UBS Group AG | 1.9M | $19.5M | +6.1% | 2.343% | 0.00% |
| 6 | Next Capital Management LLC | 1.9M | $19.1M | +1.5% | 2.306% | 5.17% |
| 7 | MORGAN STANLEY | 1.5M | $15.4M | -5.2% | 1.859% | 0.00% |
| 8 | Russell Investments Group, Ltd. | 1.1M | $11.5M | +45.8% | 1.386% | 0.01% |
| 9 | WELLINGTON MANAGEMENT GROUP LLP | 1.1M | $10.9M | β | 1.309% | 0.00% |
| 10 | Invesco Ltd. | 1.1M | $10.6M | -18.7% | 1.278% | 0.00% |
| 11 | Legal & General Group Plc | 790K | $8.0M | +8.8% | 0.959% | 0.00% |
| 12 | Muzinich & Co., Inc. | 744K | $7.5M | +3.9% | 0.904% | 2.56% |
| 13 | Sumitomo Mitsui Trust Group, Inc. | 550K | $5.5M | 0.0% | 0.667% | 0.00% |
| 14 | RAYMOND JAMES FINANCIAL INC | 528K | $5.3M | -13.1% | 0.641% | 0.00% |
| 15 | CURA WEALTH ADVISORS, LLC | 513K | $5.2M | -16.5% | 0.623% | 2.21% |
| 16 | FRANKLIN RESOURCES INC | 442K | $4.5M | +3.0% | 0.536% | 0.00% |
| 17 | Beach Point Capital Management LP | 440K | $4.4M | β | 0.535% | 1.72% |
| 18 | CONDOR CAPITAL MANAGEMENT | 432K | $4.4M | -0.5% | 0.524% | 0.33% |
| 19 | CASTLEKEEP INVESTMENT ADVISORS LLC | 415K | $4.2M | +4.7% | 0.503% | 2.09% |
| 20 | Ethos Financial Group, LLC | 392K | $3.9M | -0.4% | 0.476% | 0.26% |
| 21 | FOUNDATIONS INVESTMENT ADVISORS, LLC | 388K | $3.9M | -10.6% | 0.471% | 0.04% |
| 22 | BlackRock, Inc. | 384K | $3.9M | -4.9% | 0.466% | 0.00% |
| 23 | D.A. DAVIDSON & CO. | 374K | $3.8M | +3.7% | 0.454% | 0.02% |
| 24 | CITADEL ADVISORS LLC | 332K | $3.4M | +176.8% | 0.404% | 0.00% |
| 25 | WELLS FARGO & COMPANY/MN | 303K | $3.1M | +1.5% | 0.368% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in MFIC β a direct measure of their conviction.
Filings activity in MFIC during Q2 2026, grouped by how each filer changed its position.
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q2 2026 | 165 | 5.7% | 38.55% | +1.08 pp | $313M | 5.9% |
| Q1 2026 | 175 | 10% | 37.47% | 1.29 pp | $333M | 31% |
| Q4 2025 | 195 | +10% | 38.76% | +7.58 pp | $481M | +46% |
| Q3 2025 | 177 | +7.3% | 31.18% | +1.36 pp | $330M | +6.4% |
| Q2 2025 | 165 | 0.6% | 29.82% | 31.10 pp | $310M | 52% |
| Q1 2025 | 166 | 2.4% | 60.92% | +29.54 pp | $645M | +112% |
| Q4 2024 | 170 | +0.0% | 31.38% | +1.31 pp | $304M | +6.9% |
| Q3 2024 | 170 | β | 30.07% | β | $284M | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying MFIC stock.
Based on Q2 2026 13F filings, institutional ownership of MidCap Financial Investment Corporation stands at 38.6%, held across 165 reporting institutions.
THORNBURG INVESTMENT MANAGEMENT INC is the largest reported institutional holder of MFIC, with approximately 3,237,783 shares worth $0.03B as of Q2 2026.
Yes β 2 widely-followed marquee investors appear among the top 25 institutional holders of MFIC, including SOROS FUND MANAGEMENT LLC, CITADEL ADVISORS LLC.
Our composite Smart Money Score for MFIC is 60 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
22 institutions opened new positions in MFIC during Q2 2026, while 26 fully exited. 21 added to existing positions and 121 trimmed.
MFIC institutional ownership rose by 1.08 percentage points quarter-over-quarter, with a net change of -10 holders.
The top 10 institutions account for 58.8% of all reported 13F value in MFIC, and the top 25 account for 81.4%.
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