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 June 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 |
|---|---|---|
| THORNBURG INVESTMENT MANAGEMENT INC | 3.2M | 10.2% |
| Apollo Management Holdings, L.P. | 2.3M | 7.4% |
| VAN ECK ASSOCIATES CORP | 2.1M | 6.6% |
| SOROS FUND MANAGEMENT LLC | 1.9M | 6.1% |
| UBS Group AG | 1.9M | 6.1% |
| Next Capital Management LLC | 1.9M | 6.0% |
| MORGAN STANLEY | 1.5M | 4.8% |
| Russell Investments Group, Ltd. | 1.1M | 3.6% |
| WELLINGTON MANAGEMENT GROUP LLP | 1.1M | 3.4% |
| Invesco Ltd. | 1.1M | 3.3% |
| Legal & General Group Plc | 789.6K | 2.5% |
| Muzinich & Co., Inc. | 744.4K | 2.3% |
| Sumitomo Mitsui Trust Group, Inc. | 549.6K | 1.7% |
| RAYMOND JAMES FINANCIAL INC | 527.9K | 1.7% |
| CURA WEALTH ADVISORS, LLC | 512.8K | 1.6% |
| FRANKLIN RESOURCES INC | 441.5K | 1.4% |
| Beach Point Capital Management LP | 440.4K | 1.4% |
| CONDOR CAPITAL MANAGEMENT | 431.9K | 1.4% |
| CASTLEKEEP INVESTMENT ADVISORS LLC | 414.7K | 1.3% |
| Janney Montgomery Scott LLC | 393.6K | 1.2% |
| Ethos Financial Group, LLC | 391.8K | 1.2% |
| Foundations Investment Advisors, LLC | 387.6K | 1.2% |
| BlackRock, Inc. | 383.9K | 1.2% |
| D.A. DAVIDSON & CO. | 374.3K | 1.2% |
| WELLS FARGO & COMPANY/MN | 302.8K | 1.0% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | New | 0 | 1.1M | +1.1M |
| VICTORY CAPITAL MANAGEMENT INC | Reduced | 654.2K | 36.9K | -617.3K |
| ARES MANAGEMENT LLC | Sold Out | 545.5K | 0 | -545.5K |
| Callodine Capital Management, LP | Sold Out | 458.1K | 0 | -458.1K |
| Beach Point Capital Management LP | New | 0 | 440.4K | +440.4K |
| Janney Montgomery Scott LLC | New | 0 | 393.6K | +393.6K |
| Russell Investments Group, Ltd. | Increased | 783.2K | 1.1M | +358.5K |
| VAN ECK ASSOCIATES CORP | Increased | 1.8M | 2.1M | +293.5K |
| XTX Topco Ltd | Reduced | 342.3K | 77.8K | -264.5K |
| Invesco Ltd. | Reduced | 1.3M | 1.1M | -242.2K |
| CITADEL ADVISORS LLC | Increased | 28.0K | 245.5K | +217.5K |
| Saba Capital Management, L.P. | New | 0 | 215.1K | +215.1K |
| BI Asset Management Fondsmaeglerselskab A/S | Reduced | 249.3K | 45.8K | -203.5K |
| Lansforsakringar Fondforvaltning AB (publ) | Sold Out | 145.6K | 0 | -145.6K |
| LAZARD ASSET MANAGEMENT LLC | Increased | 82.0K | 207.2K | +125.2K |
| D. E. Shaw & Co., Inc. | Sold Out | 123.6K | 0 | -123.6K |
| Magnetar Financial LLC | Sold Out | 112.6K | 0 | -112.6K |
| Global Wealth Management Investment Advisory, Inc. | Sold Out | 112.4K | 0 | -112.4K |
| UBS Group AG | Increased | 1.8M | 1.9M | +111.4K |
| VARCOV Co. | Reduced | 178.9K | 69.2K | -109.7K |
| TWO SIGMA INVESTMENTS, LP | Reduced | 248.5K | 146.2K | -102.4K |
| CURA WEALTH ADVISORS, LLC | Reduced | 613.9K | 512.8K | -101.1K |
| Y-Intercept (Hong Kong) Ltd | New | 0 | 98.7K | +98.7K |
| MORGAN STANLEY | Reduced | 1.6M | 1.5M | -83.7K |
| RAYMOND JAMES FINANCIAL INC | Reduced | 607.5K | 527.9K | -79.6K |
| Cerity Partners LLC | Increased | 73.7K | 151.6K | +77.9K |
| Legal & General Group Plc | Increased | 725.4K | 789.6K | +64.2K |
| DRW Securities, LLC | Sold Out | 63.5K | 0 | -63.5K |
| HighTower Advisors, LLC | Reduced | 77.6K | 19.9K | -57.7K |
| Bayshore Capital Advisors, LLC | Increased | 40.0K | 97.6K | +57.6K |
| CIDEL ASSET MANAGEMENT INC | New | 0 | 50.3K | +50.3K |
| AMERIPRISE FINANCIAL INC | Reduced | 76.5K | 28.9K | -47.6K |
| Foundations Investment Advisors, LLC | Reduced | 433.5K | 387.6K | -45.9K |
| LeClair Wealth Partners LLC | New | 0 | 40.9K | +40.9K |
| ENVESTNET ASSET MANAGEMENT INC | Increased | 68.5K | 108.3K | +39.9K |
| Headlands Technologies LLC | Increased | 12.8K | 51.8K | +39.0K |
| Schonfeld Strategic Advisors LLC | New | 0 | 37.7K | +37.7K |
| Stablepoint Partners, LLC | Sold Out | 34.5K | 0 | -34.5K |
| JANE STREET GROUP, LLC | Sold Out | 34.4K | 0 | -34.4K |
| Trexquant Investment LP | New | 0 | 30.9K | +30.9K |
| Focus Partners Wealth | Reduced | 130.8K | 102.1K | -28.7K |
| Alpine Global Management, LLC | Reduced | 73.8K | 45.5K | -28.2K |
| Next Capital Management LLC | Increased | 1.9M | 1.9M | +28.0K |
| Muzinich & Co., Inc. | Increased | 716.5K | 744.4K | +27.9K |
| DNB Asset Management AS | Reduced | 153.4K | 127.1K | -26.3K |
| LPL Financial LLC | Reduced | 261.7K | 236.6K | -25.1K |
| BlackRock, Inc. | Reduced | 403.9K | 383.9K | -19.9K |
| Arete Wealth Advisors, LLC | Sold Out | 19.1K | 0 | -19.1K |
| CASTLEKEEP INVESTMENT ADVISORS LLC | Increased | 396.2K | 414.7K | +18.5K |
| NEUBERGER BERMAN GROUP LLC | Reduced | 204.2K | 186.7K | -17.5K |
| Kestra Advisory Services, LLC | Sold Out | 17.1K | 0 | -17.1K |
| Papamarkou Wellner Asset Management inc. | Sold Out | 16.9K | 0 | -16.9K |
| Private Advisor Group, LLC | New | 0 | 16.8K | +16.8K |
| FOX RUN MANAGEMENT, L.L.C. | New | 0 | 15.4K | +15.4K |
| nVerses Capital, LLC | Sold Out | 15.3K | 0 | -15.3K |
| BNP PARIBAS FINANCIAL MARKETS | Reduced | 23.1K | 8.1K | -15.0K |
| Creative Planning | New | 0 | 14.9K | +14.9K |
| CANADA LIFE ASSURANCE Co | Increased | 101.4K | 116.0K | +14.7K |
| IMC-Chicago, LLC | Sold Out | 14.4K | 0 | -14.4K |
| Entropy Technologies, LP | Sold Out | 14.2K | 0 | -14.2K |
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.