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 $311.15M 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 $31.57M, representing an estimated loss of -3.27% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 59% 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
172
Total Reported Value
$311.15M
Largest Holder
Thornburg Investment Management Inc
Largest Position
$32.64M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
70
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 | $31,568,384 | -$1,068,469 | -3.27% | |
| Apollo Management Holdings, L.P. | 0.33% | 2,348,753 | $23,675,432 | $22,900,342 | -$775,090 | -3.27% | |
| Van Eck Associates Corp | 0.01% | 2,104,647 | $21,214,841 | $20,520,308 | -$694,533 | -3.27% | |
| Soros Fund Management Llc | 0.26% | 1,944,500 | $19,600,560 | $18,958,875 | -$641,685 | -3.27% | |
| Ubs Group Ag | 0.00% | 1,929,691 | $19,451,286 | $18,814,487 | -$636,799 | -3.27% | |
| Next Capital Management Llc | 5.17% | 1,899,667 | $19,148,639 | $18,521,753 | -$626,886 | -3.27% | |
| Morgan Stanley | 0.00% | 1,530,893 | $15,431,409 | $14,926,207 | -$505,202 | -3.27% | |
| Russell Investments Group, Ltd. | 0.01% | 1,141,719 | $11,508,527 | $11,131,760 | -$376,767 | -3.27% | |
| Wellington Management Group Llp | 0.00% | 1,078,291 | $10,869,173 | $10,513,337 | -$355,836 | -3.27% | |
| Invesco Ltd. | 0.00% | 1,052,384 | $10,608,031 | $10,260,744 | -$347,287 | -3.27% | |
| Legal & General Group Plc | 0.00% | 789,579 | $7,955,009 | $7,698,395 | -$256,614 | -3.23% | |
| Muzinich & Co., Inc. | 2.56% | 744,421 | $7,503,773 | $7,258,105 | -$245,668 | -3.27% | |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | 549,575 | $5,539,716 | $5,358,356 | -$181,360 | -3.27% | |
| Raymond James Financial Inc | 0.00% | 527,873 | $5,320,960 | $5,146,762 | -$174,198 | -3.27% | |
| Cura Wealth Advisors, Llc | 2.21% | 512,823 | $5,169,256 | $5,000,024 | -$169,232 | -3.27% | |
| Beach Point Capital Management Lp | 1.73% | 440,361 | $4,438,839 | $4,293,520 | -$145,319 | -3.27% | |
| Condor Capital Management | 0.33% | 431,882 | $4,353,374 | $4,210,850 | -$142,525 | -3.27% | |
| Castlekeep Investment Advisors Llc | 2.09% | 414,657 | $4,179,739 | $4,042,906 | -$136,833 | -3.27% | |
| Ethos Financial Group, Llc | 0.26% | 391,814 | $3,942,786 | $3,820,187 | -$122,600 | -3.11% | |
| Foundations Investment Advisors, Llc | 0.04% | 387,610 | $3,907,114 | $3,779,198 | -$127,917 | -3.27% | |
| Blackrock, Inc. | 0.00% | 383,938 | $3,870,091 | $3,743,396 | -$126,696 | -3.27% | |
| D.A. Davidson & Co. | 0.02% | 374,284 | $3,772,785 | $3,649,269 | -$123,516 | -3.27% | |
| Wells Fargo & Company/Mn | 0.00% | 302,773 | $3,051,945 | $2,952,037 | -$99,908 | -3.27% | |
| United Advisor Group, Llc | 0.28% | 264,846 | $2,669,648 | $2,582,249 | -$87,400 | -3.27% | |
| Advisors Asset Management, Inc. | 0.04% | 245,688 | $2,476,535 | $2,395,458 | -$81,077 | -3.27% | |
| Citadel Advisors Llc | 0.00% | 245,485 | $2,474,489 | $2,393,479 | -$81,010 | -3.27% | |
| Lpl Financial Llc | 0.00% | 236,649 | $2,385,420 | $2,307,328 | -$78,092 | -3.27% | |
| Saba Capital Management, L.P. | 0.07% | 215,136 | $2,168,571 | $2,097,576 | -$70,995 | -3.27% | |
| Royal Bank Of Canada | 0.00% | 213,203 | $2,149,000 | $2,078,729 | -$70,271 | -3.27% | |
| Lazard Asset Management Llc | 0.00% | 207,239 | $2,088,969 | $2,020,580 | -$68,389 | -3.27% | |
| Naviter Wealth, Llc | 0.17% | 187,298 | $1,887,963 | $1,826,156 | -$61,808 | -3.27% | |
| Neuberger Berman Group Llc | 0.00% | 186,679 | $1,881,724 | $1,820,120 | -$61,604 | -3.27% | |
| Lansforsakringar Fondforvaltning Ab (Publ) | 0.01% | 145,576 | $1,636,266 | $1,419,366 | -$216,900 | -13.26% | |
| Almitas Capital Llc | 0.36% | 140,477 | $1,578,961 | $1,369,651 | -$209,310 | -13.26% | |
| Two Sigma Investments, Lp | 0.00% | 146,152 | $1,473,212 | $1,424,982 | -$48,230 | -3.27% | |
| J.W. Cole Advisors, Inc. | 0.02% | 133,313 | $1,343,793 | $1,299,802 | -$43,991 | -3.27% | |
| Sharpepoint Llc | 0.67% | 132,029 | $1,330,850 | $1,287,283 | -$43,567 | -3.27% | |
| Dnb Asset Management As | 0.00% | 127,082 | $1,280,987 | $1,239,050 | -$41,938 | -3.27% | |
| Bank Of America Corp | 0.00% | 122,100 | $1,230,771 | $1,190,475 | -$40,296 | -3.27% | |
| Confluence Investment Management Llc | 0.02% | 118,551 | $1,194,994 | $1,155,872 | -$39,122 | -3.27% | |
| Osaic Holdings, Inc. | 0.00% | 118,353 | $1,193,009 | $1,153,942 | -$39,067 | -3.27% | |
| Envestnet Asset Management Inc | 0.00% | 108,333 | $1,091,997 | $1,056,247 | -$35,750 | -3.27% | |
| Focus Partners Wealth | 0.00% | 102,066 | $1,028,825 | $995,144 | -$33,682 | -3.27% | |
| Arkadios Wealth Advisors | 0.02% | 101,306 | $1,021,161 | $987,734 | -$33,428 | -3.27% | |
| Y-Intercept (Hong Kong) Ltd | 0.02% | 98,743 | $995,329 | $962,744 | -$32,585 | -3.27% | |
| Bayshore Capital Advisors, Llc | 0.46% | 97,580 | $983,606 | $951,405 | -$32,201 | -3.27% | |
| Balyasny Asset Management L.P. | 0.00% | 96,801 | $975,754 | $943,810 | -$31,944 | -3.27% | |
| Hennion & Walsh Asset Management, Inc. | 0.02% | 80,291 | $809,333 | $782,837 | -$26,496 | -3.27% | |
| Stephens Inc | 0.01% | 79,860 | $804,989 | $778,635 | -$26,354 | -3.27% | |
| Xtx Topco Ltd | 0.01% | 77,805 | $784,274 | $758,599 | -$25,675 | -3.27% |
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.