MIDCAP FINANCIAL INVESTMENT (MFIC) Top 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 March 31, 2026. The institutional investors covered on this page collectively reported approximately $331.11M 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 $36.39M in its March 31, 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 $32.09M, representing an estimated loss of -11.83% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 56% 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., Soros Fund Management Llc, 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
173
Total Reported Value
$331.11M
Largest Holder
Thornburg Investment Management Inc
Largest Position
$36.39M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
187
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 | 0.38% | 3,237,783 | $36,392,681 | $32,086,430 | -$4,306,251 | -11.83% | |
| Apollo Management Holdings, L.P. | 0.44% | 2,348,747 | $26,399,911 | $23,276,083 | -$3,123,828 | -11.83% | |
| Soros Fund Management Llc | 0.30% | 1,944,500 | $21,856,180 | $19,269,995 | -$2,586,185 | -11.83% | |
| Next Capital Management Llc | 6.37% | 1,871,652 | $21,037,371 | $18,548,071 | -$2,489,300 | -11.83% | |
| Ubs Group Ag | 0.00% | 1,818,285 | $20,437,523 | $18,019,204 | -$2,418,319 | -11.83% | |
| Morgan Stanley | 0.00% | 1,614,619 | $18,148,326 | $16,000,874 | -$2,147,452 | -11.83% | |
| Invesco Ltd. | 0.00% | 1,294,585 | $14,551,135 | $12,829,337 | -$1,721,798 | -11.83% | |
| Russell Investments Group, Ltd. | 0.01% | 783,193 | $8,803,089 | $7,761,443 | -$1,041,646 | -11.83% | |
| Legal & General Group Plc | 0.00% | 725,413 | $8,157,269 | $7,188,843 | -$968,426 | -11.87% | |
| Muzinich & Co., Inc. | 2.82% | 716,498 | $8,053,448 | $7,100,495 | -$952,953 | -11.83% | |
| Victory Capital Management Inc | 0.00% | 654,211 | $7,353,332 | $6,483,231 | -$870,101 | -11.83% | |
| Cura Wealth Advisors, Llc | 3.09% | 613,918 | $6,900,438 | $6,083,927 | -$816,511 | -11.83% | |
| Raymond James Financial Inc | 0.00% | 607,486 | $6,828,141 | $6,020,186 | -$807,955 | -11.83% | |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | 549,575 | $6,177,223 | $5,446,288 | -$730,935 | -11.83% | |
| Ares Management Llc | 0.40% | 545,532 | $6,131,780 | $5,406,222 | -$725,558 | -11.83% | |
| Callodine Capital Management, Lp | 0.36% | 458,108 | $5,149,134 | $4,539,850 | -$609,284 | -11.83% | |
| Condor Capital Management | 0.41% | 434,228 | $4,880,728 | $4,303,199 | -$577,529 | -11.83% | |
| Foundations Investment Advisors, Llc | 0.06% | 433,541 | $4,872,999 | $4,296,391 | -$576,608 | -11.83% | |
| Franklin Resources Inc | 0.00% | 428,642 | $4,817,936 | $4,247,842 | -$570,094 | -11.83% | |
| Blackrock, Inc. | 0.00% | 403,868 | $4,539,472 | $4,002,332 | -$537,140 | -11.83% | |
| Ethos Financial Group, Llc | 0.33% | 393,598 | $4,498,932 | $3,900,556 | -$598,376 | -13.30% | |
| Castlekeep Investment Advisors Llc | 2.42% | 396,173 | $4,452,986 | $3,926,074 | -$526,912 | -11.83% | |
| D.A. Davidson & Co. | 0.02% | 360,807 | $4,055,476 | $3,575,597 | -$479,879 | -11.83% | |
| Xtx Topco Ltd | 0.07% | 342,330 | $3,847,789 | $3,392,490 | -$455,299 | -11.83% | |
| Wells Fargo & Company/Mn | 0.00% | 298,288 | $3,352,764 | $2,956,034 | -$396,730 | -11.83% | |
| United Advisor Group, Llc | 0.38% | 270,052 | $3,035,384 | $2,676,215 | -$359,169 | -11.83% | |
| Lpl Financial Llc | 0.00% | 261,745 | $2,942,009 | $2,593,893 | -$348,116 | -11.83% | |
| Advisors Asset Management, Inc. | 0.05% | 255,278 | $2,869,325 | $2,529,805 | -$339,520 | -11.83% | |
| Two Sigma Investments, Lp | 0.00% | 248,521 | $2,793,376 | $2,462,843 | -$330,533 | -11.83% | |
| Royal Bank Of Canada | 0.00% | 214,871 | $2,415,000 | $2,129,372 | -$285,628 | -11.83% | |
| Neuberger Berman Group Llc | 0.00% | 204,156 | $2,294,713 | $2,023,186 | -$271,527 | -11.83% | |
| Naviter Wealth, Llc | 0.28% | 197,475 | $2,219,624 | $1,956,977 | -$262,647 | -11.83% | |
| Varcov Co. | 0.75% | 178,913 | $2,010,982 | $1,773,028 | -$237,954 | -11.83% | |
| Dnb Asset Management As | 0.01% | 153,358 | $1,723,744 | $1,519,778 | -$203,966 | -11.83% | |
| Lansforsakringar Fondforvaltning Ab (Publ) | 0.01% | 145,576 | $1,636,266 | $1,442,658 | -$193,608 | -11.83% | |
| Almitas Capital Llc | 0.36% | 140,477 | $1,578,961 | $1,392,127 | -$186,834 | -11.83% | |
| J.W. Cole Advisors, Inc. | 0.05% | 132,623 | $1,490,677 | $1,314,294 | -$176,383 | -11.83% | |
| Osaic Holdings, Inc. | 0.00% | 131,473 | $1,477,751 | $1,302,897 | -$174,854 | -11.83% | |
| Focus Partners Wealth | 0.00% | 130,766 | $1,469,810 | $1,295,891 | -$173,919 | -11.83% | |
| Bank Of America Corp | 0.00% | 128,273 | $1,441,783 | $1,271,185 | -$170,598 | -11.83% | |
| Sharpepoint Llc | 0.83% | 124,177 | $1,395,751 | $1,230,594 | -$165,157 | -11.83% | |
| D. E. Shaw & Co., Inc. | 0.00% | 123,567 | $1,388,893 | $1,224,549 | -$164,344 | -11.83% | |
| Confluence Investment Management Llc | 0.02% | 117,182 | $1,317,125 | $1,161,274 | -$155,851 | -11.83% | |
| Magnetar Financial Llc | 0.01% | 112,559 | $1,265,163 | $1,115,460 | -$149,703 | -11.83% | |
| Global Wealth Management Investment Advisory, Inc. | 0.20% | 112,373 | $1,263,068 | $1,113,616 | -$149,452 | -11.83% | |
| Arkadios Wealth Advisors | 0.02% | 101,284 | $1,138,431 | $1,003,724 | -$134,707 | -11.83% | |
| Hennion & Walsh Asset Management, Inc. | 0.03% | 91,368 | $1,026,976 | $905,457 | -$121,519 | -11.83% | |
| Garner Asset Management Corp | 0.38% | 86,575 | $973,108 | $857,958 | -$115,150 | -11.83% | |
| Balyasny Asset Management L.P. | 0.00% | 84,777 | $952,893 | $840,140 | -$112,753 | -11.83% | |
| Lazard Asset Management Llc | 0.00% | 82,034 | $922,062 | $812,957 | -$109,105 | -11.83% |
Frequently asked questions about MFIC
Who owns the most MFIC stock?
The largest holders of MFIC are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for MIDCAP FINANCIAL INVESTMENT (MFIC).
Is MFIC widely held by superinvestors?
Many widely followed stocks like MFIC appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly MFIC is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.