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MidCap Financial Investment (MFIC) Institutional Ownership

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$11.76 +0.42 (+3.70%)
Closing price 04/17/2025 04:00 PM Eastern
Extended Trading
$11.75 -0.01 (-0.09%)
As of 04/17/2025 05:46 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for MidCap Financial Investment (NASDAQ:MFIC)

Current
Institutional Ownership
Percentage
28.45%
Number of
Institutional Buyers
(last 12 months)
98
Total
Institutional Inflows
(last 12 months)
$107.10M
Number of
Institutional Sellers
(last 12 months)
48
Total
Institutional Outflows
(last 12 months)
$28.37M
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MFIC Institutional Buying and Selling by Quarter

MidCap Financial Investment Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/17/2025Janney Montgomery Scott LLC57,926$745K0.0%-6.7%0.062%
4/15/2025 Capital Advisory Group Advisory Services LLC34,677$446K0.2%-3.7%0.037%
4/14/2025 Capital Investment Advisors LLC73,391$944K0.0%-8.0%0.078%
4/10/2025 Accel Wealth Management13,651$176K0.1%+8.5%0.015%
4/10/2025 Hennion & Walsh Asset Management Inc.310,381$3.99M0.2%-13.0%0.331%
4/1/2025 Confluence Investment Management LLC89,748$1.15M0.0%+1.2%0.096%
2/25/2025Shufro Rose & Co. LLC44,432$599K0.0%N/A0.047%
2/24/2025United Advisor Group LLC247,778$3.34M0.7%+1.9%0.264%
2/20/2025Castlekeep Investment Advisors LLC90,040$1.22M0.2%N/A0.096%
2/20/2025 Kingstone Capital Partners Texas LLC11,548$156K0.1%N/A0.012%
2/18/2025Alpine Global Management LLC189,643$2.56M0.6%-0.9%0.202%
2/17/2025Williams Jones Wealth Management LLC.10,901$147K0.0%-14.9%0.012%
2/17/2025Two Sigma Investments LP134,291$1.81M0.0%-66.4%0.143%
2/17/2025Two Sigma Advisers LP176,320$2.38M0.0%-45.3%0.188%
2/17/2025ProShare Advisors LLC18,141$245K0.0%+63.7%0.019%
2/17/2025Lazard Asset Management LLC44,080$594K0.0%N/A0.047%
2/17/2025CoreCap Advisors LLC14,145$191K0.0%-6.3%0.015%
2/17/2025Cetera Investment Advisers98,987$1.34M0.0%-26.4%0.106%
2/17/2025Castlekeep Investment Advisors LLC1,243,198$16.77M0.1%N/A1.326%
2/17/2025CF Capital LLC207,519$2.80M3.0%N/A0.221%
2/17/2025Bank of America Corp DE409,608$5.53M0.0%-6.0%0.437%
2/17/2025BNP Paribas Financial Markets10,009$135K0.0%-43.6%0.011%
2/17/2025Ameriprise Financial Inc.320,415$4.32M0.0%+23.4%0.342%
2/17/2025Almitas Capital LLC135,444$1.83M0.4%+88.2%0.144%
2/14/2025Ares Management LLC482,032$6.50M0.0%+55.5%0.514%
2/14/2025Jane Street Group LLC57,520$776K0.0%+64.2%0.061%
2/14/2025Westbourne Investments Inc.56,200$758K0.4%N/A0.060%
2/14/2025Comerica Bank89,171$1.20M0.0%+1,563.3%0.095%
2/14/2025Lido Advisors LLC61,676$832K0.0%-25.1%0.066%
2/14/2025Northern Trust Corp25,283$341K0.0%-12.0%0.027%
2/14/2025Tudor Investment Corp ET AL12,285$166K0.0%-92.8%0.013%
2/14/2025Aquatic Capital Management LLC29,304$395K0.0%+102.1%0.031%
2/14/2025Virtus ETF Advisers LLC62,311$841K0.3%+14.9%0.066%
2/14/2025Nebula Research & Development LLC10,857$146K0.0%-22.0%0.012%
2/14/2025Kovitz Investment Group Partners LLC59,666$805K0.0%+15.5%0.064%
2/14/2025Alpine Global Management LLC189,643$2.56M0.6%-0.9%0.202%
2/14/2025Stifel Financial Corp303,149$4.09M0.0%+26.1%0.323%
2/14/2025Sharpepoint LLC55,919$754K0.7%N/A0.060%
2/14/2025BI Asset Management Fondsmaeglerselskab A S149,102$2.01M0.0%+86.1%0.159%
2/14/2025Callodine Capital Management LP246,217$3.32M0.7%+164.4%0.263%
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2/13/2025CANADA LIFE ASSURANCE Co53,332$719K0.0%-7.0%0.057%
2/13/2025First Commonwealth Financial Corp PA 24,175$326K0.1%N/A0.026%
2/13/2025M Holdings Securities Inc.74,601$1.01M0.2%-3.1%0.080%
2/13/2025Rockefeller Capital Management L.P.68,202$920K0.0%+2.8%0.073%
2/13/2025LSV Asset Management139,532$1.88M0.0%-15.7%0.149%
2/13/2025Bessemer Group Inc.3,304$45K0.0%-75.0%0.004%
2/13/2025Raymond James Financial Inc.69,482$937K0.0%N/A0.074%
2/13/2025Legal & General Group Plc620,824$8.37M0.0%+30.6%0.662%
2/13/2025Invesco Ltd.752,407$10.15M0.0%-7.5%0.802%
2/13/2025Envestnet Asset Management Inc.111,956$1.51M0.0%+270.0%0.119%
2/13/2025Wedbush Securities Inc.34,881$471K0.0%+54.9%0.037%
2/13/2025Wells Fargo & Company MN553,212$7.46M0.0%-5.9%0.590%
2/12/2025Arete Wealth Advisors LLC18,475$249K0.0%+30.5%0.020%
2/12/2025 DKM Wealth Management Inc.23,500$317K0.3%N/A0.025%
2/12/2025StoneX Group Inc.13,365$180K0.0%N/A0.014%
2/12/2025Meridian Investment Counsel Inc.54,445$734K0.2%-22.8%0.058%
2/12/2025Franklin Resources Inc.442,643$5.97M0.0%+15.3%0.472%
2/12/2025CIBC Private Wealth Group LLC3,675$48K0.0%-39.3%0.004%
2/12/2025DnB Asset Management AS180,881$2.44M0.0%+5.4%0.193%
2/12/2025Nomura Asset Management Co. Ltd.6,728$91K0.0%+247.7%0.007%
2/12/2025JPMorgan Chase & Co.166,230$2.24M0.0%+17.4%0.177%
2/12/2025Ausdal Financial Partners Inc.12,982$175K0.0%-26.5%0.014%
2/11/2025Congress Wealth Management LLC DE28,594$386K0.0%-63.8%0.030%
2/11/2025LPL Financial LLC423,683$5.72M0.0%-4.2%0.452%
2/11/2025Sei Investments Co.49,089$662K0.0%-5.4%0.052%
2/11/2025Virtu Financial LLC16,888$228K0.0%N/A0.018%
2/11/2025Condor Capital Management368,185$4.97M0.4%+2.3%0.393%
2/11/2025Next Capital Management LLC174,728$2.36M1.0%-7.0%0.186%
2/10/2025Advisors Asset Management Inc.462,577$6.24M0.1%+4.1%0.493%
2/10/2025Commonwealth Equity Services LLC340,286$4.59M0.0%+5.5%0.363%
2/10/2025Connor Clark & Lunn Investment Management Ltd.95,520$1.29M0.0%N/A0.102%
2/7/2025HighTower Advisors LLC89,317$1.21M0.0%-2.8%0.095%
2/7/2025Naviter Wealth LLC186,505$2.52M0.3%N/A0.199%
2/7/2025PNC Financial Services Group Inc.3,042$41K0.0%-29.6%0.003%
2/6/2025Raymond James Financial Inc.69,482$937K0.0%N/A0.074%
2/6/2025Steward Partners Investment Advisory LLC31,881$430K0.0%+27.8%0.034%
2/5/2025Muzinich & Co. Inc.194,042$2.62M1.6%+4.0%0.207%
2/5/2025Oppenheimer & Co. Inc.16,387$221K0.0%N/A0.017%
2/5/2025 Whipplewood Advisors LLC68,753$927K0.5%N/A0.073%
2/4/2025Denali Advisors LLC80,903$1.09M0.1%-19.4%0.086%
2/3/2025Sigma Planning Corp60,438$815K0.0%+4.6%0.064%
2/3/2025Camelot Portfolios LLC45,296$611K0.7%-4.2%0.048%
2/3/2025 Capital Advisory Group Advisory Services LLC35,995$486K0.2%+66.5%0.038%
2/3/2025Private Advisor Group LLC10,869$147K0.0%-46.1%0.012%
1/31/2025D.A. Davidson & CO.298,481$4.03M0.0%+3.5%0.318%
1/31/2025Truist Financial Corp27,650$373K0.0%-10.9%0.029%
1/31/2025J.W. Cole Advisors Inc.81,756$1.10M0.0%+74.4%0.087%
1/30/2025Allworth Financial LP2,558$35K0.0%+197.8%0.003%
1/30/2025Strategic Financial Concepts LLC44,962$607K0.0%N/A0.048%
1/30/2025Principal Securities Inc.26,927$363K0.0%+24.9%0.029%
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1/29/2025Van ECK Associates Corp2,372,505$32.01M0.0%+4.5%2.530%
1/29/2025Allspring Global Investments Holdings LLC1,979,089$26.92M0.0%-8.2%2.110%
1/29/2025Global Wealth Management Investment Advisory Inc.79,172$1.07M0.2%+13.1%0.084%
1/28/2025Stephens Inc. AR84,491$1.14M0.0%+1.2%0.090%
1/28/2025Entropy Technologies LP11,488$155K0.0%N/A0.012%
1/28/2025Sumitomo Mitsui Trust Group Inc.188,199$2.54M0.0%+4.1%0.201%
1/28/2025Strategic Financial Concepts LLC44,962$607K0.0%N/A0.048%
1/27/2025Tyche Wealth Partners LLC34,228$462K0.1%+61.2%0.036%
1/22/2025Foundations Investment Advisors LLC400,034$5.40M0.1%+28.4%0.427%
1/17/2025Janney Montgomery Scott LLC62,104$838K0.0%-1.9%0.066%
(Data available from 1/1/2016 forward)

MFIC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of MFIC shares?

During the previous two years, 157 institutional investors and hedge funds held shares of MidCap Financial Investment. The most heavily invested institutionals were Apollo Management Holdings L.P. ($35.53M), Thornburg Investment Management Inc. ($33.49M), Van ECK Associates Corp ($32.01M), Allspring Global Investments Holdings LLC ($26.92M), Invesco Ltd. ($10.15M), Legal & General Group Plc ($8.37M), and Wells Fargo & Company MN ($7.46M).Learn more on MFIC's institutional investors.

What percentage of MidCap Financial Investment stock is owned by institutional investors?

28.45% of MidCap Financial Investment stock is owned by institutional investors. Learn more on MFIC's institutional investor holdings.

Which institutional investors have been buying MidCap Financial Investment stock?

Of the 131 institutional investors that purchased MidCap Financial Investment stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Thornburg Investment Management Inc. ($2.94M), Van ECK Associates Corp ($2.37M), Castlekeep Investment Advisors LLC ($1.33M), International Assets Investment Management LLC ($590.57K), Foundations Investment Advisors LLC ($400.03K), Commonwealth Equity Services LLC ($350.48K), and Advisors Asset Management Inc. ($313.96K).

How much institutional buying is happening at MidCap Financial Investment?

Institutional investors have bought a total of 15,924,502 shares in the last 24 months. This purchase volume represents approximately $202.04M in transactions.

Which MidCap Financial Investment major shareholders have been selling company stock?

Of the 57 institutional investors that sold MidCap Financial Investment stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Allspring Global Investments Holdings LLC ($379.68K), International Assets Investment Management LLC ($344.42K), Two Sigma Investments LP ($264.88K), Tudor Investment Corp ET AL ($157.64K), Two Sigma Advisers LP ($146K), Commonwealth Equity Services LLC ($134.62K), and Invesco Ltd. ($131.45K).

How much institutional selling is happening at MidCap Financial Investment?

Institutional investors have sold a total of 2,716,245 shares in the last 24 months. This volume of shares sold represents approximately $37.24M in transactions.



This page (NASDAQ:MFIC) was last updated on 4/18/2025 by MarketBeat.com Staff
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