MIDCAP FINANCIAL INVESTMENT (MFIC) Institutional Shareholders
MIDCAP FINANCIAL INVESTMENT (MFIC) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $315.47M in MFIC holdings during the latest filing period.
Thornburg Investment Management Inc is currently the largest disclosed institutional shareholder of MFIC tracked by InsiderSet, reporting ownership valued at approximately $32.64M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $28.30M, representing an estimated loss of -13.29% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 58% of the total disclosed MFIC value among the investors covered in this analysis. Major shareholders include Thornburg Investment Management Inc, Apollo Management Holdings, L.P., Van Eck Associates Corp, and several other long-term asset managers with concentrated positions in MIDCAP FINANCIAL INVESTMENT (MFIC).
This page ranks the largest institutional MFIC shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
168
Total Reported Value
$315.47M
Largest Holder
Thornburg Investment Management Inc
Largest Position
$32.64M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
74
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Thornburg Investment Management Inc | 0.31% | 3,237,783 | $32,636,853 | $28,298,223 | -$4,338,630 | -13.29% | |
| Apollo Management Holdings, L.P. | 0.33% | 2,348,753 | $23,675,432 | $20,528,101 | -$3,147,331 | -13.29% | |
| Van Eck Associates Corp | 0.01% | 2,104,647 | $21,214,841 | $18,394,615 | -$2,820,226 | -13.29% | |
| Soros Fund Management Llc | 0.26% | 1,944,500 | $19,600,560 | $16,994,930 | -$2,605,630 | -13.29% | |
| Ubs Group Ag | 0.00% | 1,929,691 | $19,451,286 | $16,865,499 | -$2,585,787 | -13.29% | |
| Next Capital Management Llc | 5.17% | 1,899,667 | $19,148,639 | $16,603,090 | -$2,545,549 | -13.29% | |
| Morgan Stanley | 0.00% | 1,530,893 | $15,431,409 | $13,380,005 | -$2,051,404 | -13.29% | |
| Russell Investments Group, Ltd. | 0.01% | 1,141,719 | $11,508,527 | $9,978,624 | -$1,529,903 | -13.29% | |
| Wellington Management Group Llp | 0.00% | 1,078,291 | $10,869,173 | $9,424,263 | -$1,444,910 | -13.29% | |
| Invesco Ltd. | 0.00% | 1,052,384 | $10,608,031 | $9,197,836 | -$1,410,195 | -13.29% | |
| Legal & General Group Plc | 0.00% | 789,579 | $7,955,009 | $6,900,920 | -$1,054,089 | -13.25% | |
| Muzinich & Co., Inc. | 2.56% | 744,421 | $7,503,773 | $6,506,240 | -$997,533 | -13.29% | |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | 549,575 | $5,539,716 | $4,803,286 | -$736,431 | -13.29% | |
| Raymond James Financial Inc | 0.00% | 527,873 | $5,320,960 | $4,613,610 | -$707,350 | -13.29% | |
| Cura Wealth Advisors, Llc | 2.21% | 512,823 | $5,169,256 | $4,482,073 | -$687,183 | -13.29% | |
| Beach Point Capital Management Lp | 1.73% | 440,361 | $4,438,839 | $3,848,755 | -$590,084 | -13.29% | |
| Condor Capital Management | 0.33% | 431,882 | $4,353,374 | $3,774,649 | -$578,725 | -13.29% | |
| Castlekeep Investment Advisors Llc | 2.09% | 414,657 | $4,179,739 | $3,624,102 | -$555,637 | -13.29% | |
| Janney Montgomery Scott Llc | 0.01% | 393,638 | $3,968,000 | $3,440,396 | -$527,604 | -13.30% | |
| Ethos Financial Group, Llc | 0.26% | 391,814 | $3,942,786 | $3,424,454 | -$518,332 | -13.15% | |
| Foundations Investment Advisors, Llc | 0.04% | 387,610 | $3,907,114 | $3,387,711 | -$519,403 | -13.29% | |
| Blackrock, Inc. | 0.00% | 383,938 | $3,870,091 | $3,355,618 | -$514,473 | -13.29% | |
| D.A. Davidson & Co. | 0.02% | 374,284 | $3,772,785 | $3,271,242 | -$501,543 | -13.29% | |
| Wells Fargo & Company/Mn | 0.00% | 302,773 | $3,051,945 | $2,646,236 | -$405,709 | -13.29% | |
| United Advisor Group, Llc | 0.28% | 264,846 | $2,669,648 | $2,314,754 | -$354,894 | -13.29% | |
| Citadel Advisors Llc | 0.00% | 245,485 | $2,474,489 | $2,145,539 | -$328,950 | -13.29% | |
| Lpl Financial Llc | 0.00% | 236,649 | $2,385,420 | $2,068,312 | -$317,108 | -13.29% | |
| Saba Capital Management, L.P. | 0.07% | 215,136 | $2,168,571 | $1,880,289 | -$288,282 | -13.29% | |
| Royal Bank Of Canada | 0.00% | 213,203 | $2,149,000 | $1,863,394 | -$285,606 | -13.29% | |
| Lazard Asset Management Llc | 0.00% | 207,239 | $2,088,969 | $1,811,269 | -$277,700 | -13.29% | |
| Naviter Wealth, Llc | 0.17% | 187,298 | $1,887,963 | $1,636,985 | -$250,978 | -13.29% | |
| Neuberger Berman Group Llc | 0.00% | 186,679 | $1,881,724 | $1,631,574 | -$250,150 | -13.29% | |
| Lansforsakringar Fondforvaltning Ab (Publ) | 0.01% | 145,576 | $1,636,266 | $1,272,334 | -$363,932 | -22.24% | |
| Two Sigma Investments, Lp | 0.00% | 146,152 | $1,473,212 | $1,277,368 | -$195,844 | -13.29% | |
| Almitas Capital Llc | 0.34% | 140,477 | $1,416,008 | $1,227,769 | -$188,239 | -13.29% | |
| J.W. Cole Advisors, Inc. | 0.02% | 133,313 | $1,343,793 | $1,165,156 | -$178,637 | -13.29% | |
| Sharpepoint Llc | 0.67% | 132,029 | $1,330,850 | $1,153,933 | -$176,917 | -13.29% | |
| Dnb Asset Management As | 0.00% | 127,082 | $1,280,987 | $1,110,697 | -$170,290 | -13.29% | |
| Bank Of America Corp | 0.00% | 122,100 | $1,230,771 | $1,067,154 | -$163,617 | -13.29% | |
| Osaic Holdings, Inc. | 0.00% | 118,353 | $1,193,009 | $1,034,405 | -$158,604 | -13.29% | |
| Canada Life Assurance Co | 0.00% | 116,034 | $1,166,000 | $1,014,137 | -$151,863 | -13.02% | |
| Confluence Investment Management Llc | 0.02% | 126,539 | $1,105,950 | $1,105,951 | +$1 | +0.00% | |
| Envestnet Asset Management Inc | 0.00% | 108,333 | $1,091,997 | $946,830 | -$145,167 | -13.29% | |
| Focus Partners Wealth | 0.00% | 102,066 | $1,028,825 | $892,057 | -$136,768 | -13.29% | |
| Arkadios Wealth Advisors | 0.02% | 101,306 | $1,021,161 | $885,414 | -$135,747 | -13.29% | |
| Y-Intercept (Hong Kong) Ltd | 0.02% | 98,743 | $995,329 | $863,014 | -$132,315 | -13.29% | |
| Bayshore Capital Advisors, Llc | 0.46% | 97,580 | $983,606 | $852,849 | -$130,757 | -13.29% | |
| Balyasny Asset Management L.P. | 0.00% | 96,801 | $975,754 | $846,041 | -$129,713 | -13.29% | |
| Lsv Asset Management | 0.00% | 96,100 | $969,000 | $839,914 | -$129,086 | -13.32% | |
| Advisors Asset Management, Inc. | 0.01% | 71,595 | $915,700 | $625,740 | -$289,960 | -31.67% |
Frequently asked questions about MFIC
Who are the largest institutional holders of MFIC?
The largest institutional holders of MFIC reported in the latest SEC Form 13F filings include Thornburg Investment Management Inc, Apollo Management Holdings, L.P., Van Eck Associates Corp, Soros Fund Management Llc, and Ubs Group Ag. InsiderSet ranks institutional holders by their latest reported MFIC position.
What is MFIC institutional ownership?
This page tracks MFIC positions reported by institutional investment managers through SEC Form 13F. MIDCAP FINANCIAL INVESTMENT (MFIC) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own MFIC?
InsiderSet currently tracks 168 institutional managers reporting MFIC holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of MFIC shareholders.
How much MFIC stock do institutions own?
Institutional investment managers disclosed approximately $315.47M in MFIC holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was MFIC institutional ownership last updated?
The latest MFIC institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional MFIC holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its MFIC position after the reporting date.
Are institutions buying or selling MFIC?
Institutional buying and selling can be analyzed by comparing MFIC positions across consecutive 13F reporting periods. InsiderSet's MFIC Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View MFIC ownership changes.
How has MFIC institutional ownership changed over time?
InsiderSet tracks MFIC institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.