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MidCap Financial Investment (MFIC) Institutional Ownership

MidCap Financial Investment logo
$12.55 +0.20 (+1.62%)
Closing price 08/5/2025 04:00 PM Eastern
Extended Trading
$12.61 +0.06 (+0.48%)
As of 04:00 AM Eastern
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Institutional Ownership Changes (13F Filings) for MidCap Financial Investment (NASDAQ:MFIC)

Current
Institutional Ownership
Percentage
28.45%
Number of
Institutional Buyers
(last 12 months)
113
Total
Institutional Inflows
(last 12 months)
$317.78M
Number of
Institutional Sellers
(last 12 months)
52
Total
Institutional Outflows
(last 12 months)
$48.01M
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MFIC Institutional Buying and Selling by Quarter

MidCap Financial Investment Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/5/2025Next Capital Management LLC725,401$9.16M3.4%+329.0%0.777%
8/5/2025Access Investment Management LLC4,000$50K0.0%N/A0.004%
8/5/2025Sigma Planning Corp73,046$922K0.0%+3.1%0.078%
8/4/2025 Muzinich & Co. Inc.401,393$5.07M2.2%+68.4%0.430%
8/4/2025 Arkadios Wealth Advisors103,954$1.31M0.0%+5.0%0.111%
8/1/2025 Envestnet Asset Management Inc.48,838$616K0.0%+9.0%0.052%
7/31/2025 Whipplewood Advisors LLC63,341$799K0.4%+2,111,266.7%0.068%
7/31/2025 Sumitomo Mitsui Trust Group Inc.334,994$4.23M0.0%+44.0%0.359%
7/30/2025 Denali Advisors LLC87,681$1.11M0.1%-2.6%0.094%
7/30/2025 D.A. Davidson & CO.328,055$4.14M0.0%+4.8%0.352%
7/28/2025 Naviter Wealth LLC203,259$2.57M0.3%+2.9%0.218%
7/23/2025 Tyche Wealth Partners LLC23,500$297K0.1%+20.5%0.025%
7/21/2025 Ameritas Advisory Services LLC2,518$32K0.0%N/A0.003%
7/18/2025 Generali Investments CEE investicni spolecnost a.s.24,139$305K0.0%+6.2%0.026%
7/18/2025 Truist Financial Corp25,850$326K0.0%-6.5%0.028%
7/17/2025 Capital Investment Advisors LLC70,434$889K0.0%-4.0%0.075%
7/17/2025 Janney Montgomery Scott LLC56,575$714K0.0%-2.3%0.061%
7/17/2025 Camelot Portfolios LLC61,884$781K0.5%-4.2%0.066%
7/16/2025 Signaturefd LLC3,387$43K0.0%+88.5%0.004%
7/16/2025 Meridian Investment Counsel Inc.42,045$531K0.1%-21.3%0.045%
7/11/2025 Kingstone Capital Partners Texas LLC13,812,738$189.38M0.0%N/A14.804%
7/9/2025 Westbourne Investments Inc.18,930$239K0.1%-72.5%0.020%
7/1/2025 Confluence Investment Management LLC165,155$2.08M0.0%+84.0%0.177%
5/21/2025 Westbourne Investments Inc.68,814$885K0.5%+22.4%0.074%
5/20/2025 Ransom Advisory Ltd2,148$28K0.0%N/A0.002%
5/16/2025Arete Wealth Advisors LLC15,438$199K0.0%-16.4%0.017%
5/16/2025Caxton Associates LLP12,886$166K0.0%N/A0.014%
5/16/2025NewEdge Advisors LLC23,430$301K0.0%-4.7%0.025%
5/16/2025Advisors Asset Management Inc.473,883$6.09M0.1%+2.4%0.508%
5/16/2025Almitas Capital LLC142,884$1.84M0.6%+5.5%0.153%
5/15/2025Apollo Management Holdings L.P.2,388,852$30.72M0.6%-3.2%2.560%
5/15/2025Royal Bank of Canada201,391$2.59M0.0%-3.2%0.216%
5/15/2025Cura Wealth Advisors LLC648,600$8.34M3.4%+354.2%0.695%
5/15/2025Lansforsakringar Fondforvaltning AB publ 27,786$357K0.0%N/A0.030%
5/15/2025Callodine Capital Management LP409,850$5.27M0.9%+66.5%0.439%
5/14/2025Wealth Preservation Advisors LLC1,983$26K0.0%N/A0.002%
5/14/2025North Ground Capital190,000$2.27M2.2%-8.4%0.204%
5/14/2025Comerica Bank82,909$1.07M0.0%-7.0%0.089%
5/14/20251832 Asset Management L.P.230,000$2.96M0.0%N/A0.247%
5/14/2025CW Advisors LLC29,539$380K0.0%+3.3%0.032%
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5/14/2025BI Asset Management Fondsmaeglerselskab A S243,570$3.13M0.0%+63.4%0.261%
5/13/2025Ethos Financial Group LLC415,948$5.36M0.5%+2,074.6%0.446%
5/13/2025Fox Run Management L.L.C.28,937$372K0.1%N/A0.031%
5/13/2025Kovitz Investment Group Partners LLC109,666$1.41M0.0%+83.8%0.118%
5/13/2025Anfield Capital Management LLC8,352$107K0.0%+42.1%0.009%
5/13/2025HighTower Advisors LLC85,564$1.10M0.0%-4.2%0.092%
5/12/2025Invesco Ltd.878,563$11.30M0.0%+16.8%0.942%
5/12/2025Condor Capital Management397,086$5.11M0.5%+7.8%0.426%
5/12/2025Connor Clark & Lunn Investment Management Ltd.103,696$1.33M0.0%+8.6%0.111%
5/12/2025AlphaCore Capital LLC18,292$235K0.0%N/A0.020%
5/9/2025PNC Financial Services Group Inc.14,142$182K0.0%+364.9%0.015%
5/8/2025 US Bancorp DE25,277$325K0.0%+7.1%0.027%
5/8/2025 Arkadios Wealth Advisors99,035$1.27M0.0%-6.2%0.106%
5/7/2025Foundations Investment Advisors LLC427,380$5.50M0.1%+6.8%0.458%
5/7/2025LPL Financial LLC562,137$7.23M0.0%+32.7%0.602%
5/7/2025 HB Wealth Management LLC12,446$160K0.0%+18.2%0.013%
5/6/2025Cetera Investment Advisers29,763$383K0.0%-69.9%0.032%
5/6/2025Wedbush Securities Inc.36,291$467K0.0%+4.0%0.039%
5/6/2025Next Capital Management LLC169,085$2.17M1.0%-3.2%0.181%
5/6/2025Garner Asset Management Corp131,863$1.70M0.7%N/A0.141%
5/5/2025J.W. Cole Advisors Inc.105,647$1.36M0.0%+29.2%0.113%
5/5/2025 Denali Advisors LLC90,006$1.16M0.1%+11.3%0.096%
5/5/2025 Muzinich & Co. Inc.238,427$3.07M1.7%+22.9%0.254%
5/2/2025 Graypoint LLC181,252$2.33M0.1%+2.9%0.193%
5/2/2025Castlekeep Investment Advisors LLC388,822$5M2.6%+331.8%0.415%
5/2/2025Sigma Planning Corp70,863$911K0.0%+17.2%0.076%
5/1/2025 MQS Management LLC12,589$162K0.1%N/A0.013%
4/30/2025Sharpepoint LLC68,570$826K0.7%+22.6%0.073%
4/29/2025 Envestnet Asset Management Inc.44,824$576K0.0%-60.0%0.048%
4/29/2025 Meridian Investment Counsel Inc.53,445$687K0.2%-1.8%0.057%
4/29/2025 Generali Investments CEE investicni spolecnost a.s.22,720$292K0.0%N/A0.024%
4/29/2025OneDigital Investment Advisors LLC26,906$346K0.0%-14.7%0.029%
4/28/2025 D.A. Davidson & CO.312,923$4.02M0.0%+4.8%0.334%
4/25/2025 Naviter Wealth LLC197,494$2.58M0.3%+5.9%0.211%
4/25/2025 Sumitomo Mitsui Trust Group Inc.232,584$2.99M0.0%+23.6%0.248%
4/24/2025 Allspring Global Investments Holdings LLC278,489$3.58M0.0%-85.9%0.297%
4/23/2025 Tyche Wealth Partners LLC19,500$251K0.1%-43.0%0.021%
4/23/2025 International Assets Investment Management LLC25,595$329K0.0%+3.5%0.027%
4/23/2025 Oppenheimer & Co. Inc.15,443$199K0.0%-5.8%0.016%
4/22/2025 Cambridge Investment Research Advisors Inc.20,667$266K0.0%+8.3%0.022%
4/21/2025United Advisor Group LLC256,242$3.30M0.7%+3.4%0.273%
4/17/2025 Janney 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%
4/10/2025Hennion & 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%
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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%
(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, 160 institutional investors and hedge funds held shares of MidCap Financial Investment. The most heavily invested institutionals were Kingstone Capital Partners Texas LLC ($189.38M), Van ECK Associates Corp ($32.01M), Apollo Management Holdings L.P. ($30.72M), Invesco Ltd. ($11.30M), Next Capital Management LLC ($9.16M), Legal & General Group Plc ($8.37M), and Cura Wealth Advisors LLC ($8.34M).Learn more on MidCap Financial Investment's institutional investors.

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

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

Which institutional investors have been buying MidCap Financial Investment's stock?

Of the 131 institutional investors that purchased MidCap Financial Investment's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Kingstone Capital Partners Texas LLC ($13.82M), Castlekeep Investment Advisors LLC ($1.63M), Van ECK Associates Corp ($1.36M), Next Capital Management LLC ($556.32K), International Assets Investment Management LLC ($527.20K), Cura Wealth Advisors LLC ($505.81K), and Foundations Investment Advisors LLC ($427.38K).

How much institutional buying is happening at MidCap Financial Investment?

Institutional investors have bought a total of 24,641,158 shares in the last 24 months. This purchase volume represents approximately $317.78M in transactions.

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

Of the 52 institutional investors that sold MidCap Financial Investment's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Allspring Global Investments Holdings LLC ($1.88M), Two Sigma Investments LP ($264.88K), International Assets Investment Management LLC ($256.95K), Tudor Investment Corp ET AL ($157.64K), Two Sigma Advisers LP ($146K), Cetera Investment Advisers ($104.81K), and Arete Wealth Advisors LLC ($85.54K).

How much institutional selling is happening at MidCap Financial Investment?

Institutional investors have sold a total of 3,660,051 shares in the last 24 months. This volume of shares sold represents approximately $48.01M in transactions.


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This page (NASDAQ:MFIC) was last updated on 8/6/2025 by MarketBeat.com Staff
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