MFIC MidCap Financial Investment Corporation
MidCap Financial Investment Corporation (MFIC) Institutional Ownership
What the institutions did with MFIC last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| Muzinich & Co., Inc. | 757.1K | 21.6% |
| Sumitomo Mitsui Trust Group, Inc. | 549.6K | 15.7% |
| D.A. DAVIDSON & CO. | 367.9K | 10.5% |
| United Advisor Group, LLC | 263.7K | 7.5% |
| Beach Point Capital Management LP | 240.4K | 6.9% |
| Y-Intercept (Hong Kong) Ltd | 190.1K | 5.4% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 126.5K | 3.6% |
| Lido Advisors, LLC | 78.1K | 2.2% |
| Sigma Planning Corp | 68.5K | 2.0% |
| Millennium Capital Advisors, LLC | 61.8K | 1.8% |
| Garner Asset Management Corp | 59.0K | 1.7% |
| Capital Investment Advisors, LLC | 54.3K | 1.5% |
| BI Asset Management Fondsmaeglerselskab A/S | 50.7K | 1.4% |
| TCFG Investment Advisors, LLC | 41.2K | 1.2% |
| Creative Planning | 39.3K | 1.1% |
| Hennion & Walsh Asset Management, Inc. | 33.6K | 1.0% |
| Closed-End Fund Advisors, Inc. | 32.9K | 0.9% |
| MERIDIAN INVESTMENT COUNSEL INC. | 32.1K | 0.9% |
| CIDEL ASSET MANAGEMENT INC | 31.6K | 0.9% |
| WEDBUSH SECURITIES INC | 29.2K | 0.8% |
| TRUIST FINANCIAL CORP | 27.2K | 0.8% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 26.2K | 0.7% |
| Beverly Hills Private Wealth, LLC | 26.0K | 0.7% |
| DKM Wealth Management, Inc. | 23.5K | 0.7% |
| Generali Investments CEE, investicni spolecnost, a.s. | 22.3K | 0.6% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| Beach Point Capital Management LP | Reduced | 440.4K | 240.4K | -200.0K |
| Y-Intercept (Hong Kong) Ltd | Increased | 98.7K | 190.1K | +91.3K |
| Bayshore Capital Advisors, LLC | Reduced | 97.6K | 11.4K | -86.2K |
| Hennion & Walsh Asset Management, Inc. | Reduced | 80.3K | 33.6K | -46.7K |
| Beverly Hills Private Wealth, LLC | New | 0 | 26.0K | +26.0K |
| Creative Planning | Increased | 14.9K | 39.3K | +24.3K |
| B. Riley Wealth Advisors, Inc. | Sold Out | 20.0K | 0 | -20.0K |
| CIDEL ASSET MANAGEMENT INC | Reduced | 50.3K | 31.6K | -18.7K |
| Kestra Advisory Services, LLC | New | 0 | 18.1K | +18.1K |
| Garner Asset Management Corp | Reduced | 74.4K | 59.0K | -15.4K |
| Muzinich & Co., Inc. | Increased | 744.4K | 757.1K | +12.6K |
| StoneX Group Inc. | Sold Out | 11.5K | 0 | -11.5K |
| Stiles Financial Services Inc | New | 0 | 10.4K | +10.4K |
| Lido Advisors, LLC | Increased | 69.5K | 78.1K | +8.6K |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | Increased | 118.6K | 126.5K | +8.0K |
| PARK AVENUE SECURITIES LLC | Increased | 13.3K | 20.6K | +7.3K |
| MERIDIAN INVESTMENT COUNSEL INC. | Reduced | 38.6K | 32.1K | -6.5K |
| D.A. DAVIDSON & CO. | Reduced | 374.3K | 367.9K | -6.3K |
| AdvisorNet Financial, Inc | Sold Out | 5.9K | 0 | -5.9K |
| BI Asset Management Fondsmaeglerselskab A/S | Increased | 45.8K | 50.7K | +4.9K |
| Sigma Planning Corp | Reduced | 72.7K | 68.5K | -4.1K |
| State of Alaska, Department of Revenue | Sold Out | 3.9K | 0 | -3.9K |
| COMMONWEALTH EQUITY SERVICES, LLC | Increased | 18.8K | 21.7K | +2.9K |
| ProShare Advisors LLC | Reduced | 17.2K | 14.3K | -2.9K |
| GILL CAPITAL PARTNERS, LLC | Sold Out | 2.4K | 0 | -2.4K |
| SUMMIT SECURITIES GROUP LLC | New | 0 | 1.8K | +1.8K |
| SIMPLEX TRADING, LLC | Reduced | 2.0K | 707 | -1.3K |
| SIGNATUREFD, LLC | Increased | 782 | 2.0K | +1.2K |
| United Advisor Group, LLC | Reduced | 264.8K | 263.7K | -1.2K |
| TRUIST FINANCIAL CORP | Increased | 26.1K | 27.2K | +1.1K |
| Capital Investment Advisors, LLC | Reduced | 55.3K | 54.3K | -1.1K |
| Walser Wealth Management Company, A Ltd Liability Co | Reduced | 11.1K | 10.1K | -970 |
| WEDBUSH SECURITIES INC | Reduced | 30.1K | 29.2K | -950 |
| Bank Pictet & Cie (Europe) AG | Increased | 10.3K | 11.0K | +698 |
| TCFG Investment Advisors, LLC | Increased | 40.5K | 41.2K | +689 |
| DECISION INVESTMENTS, INC | Increased | 11.0K | 11.6K | +600 |
| IFP Advisors, Inc | Reduced | 1.5K | 987 | -529 |
| HB Wealth Management, LLC | Increased | 14.4K | 14.9K | +506 |
| Triumph Capital Management | Increased | 360 | 760 | +400 |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | Increased | 10.2K | 10.5K | +365 |
| Onyx Bridge Wealth Group LLC | Increased | 18.6K | 19.0K | +336 |
| OPPENHEIMER & CO INC | Increased | 11.7K | 12.0K | +295 |
| Parkside Financial Bank & Trust | Increased | 8.2K | 8.5K | +289 |
| MRA Advisory Group | Increased | 11.2K | 11.4K | +246 |
| FINANCIAL CONSULATE, INC | Increased | 4.2K | 4.4K | +148 |
| PEOPLES FINANCIAL SERVICES CORP. | New | 0 | 78 | +78 |
| Closed-End Fund Advisors, Inc. | Reduced | 33.0K | 32.9K | -71 |
| Farther Finance Advisors, LLC | Reduced | 584 | 522 | -62 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | Increased | 26.1K | 26.2K | +53 |
| Caitong International Asset Management Co., Ltd | Reduced | 91 | 42 | -49 |
| Millennium Capital Advisors, LLC | Increased | 61.8K | 61.8K | +1 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.