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MidCap Financial Investment Ownership | Who Owns MidCap Financial Investment?

OverviewForecastRevenueFinancialsChartTranscripts

MidCap Financial Investment Ownership Summary

MidCap Financial Investment is owned by 13.50% institutional investors, 0.91% insiders, and 85.59% retail investors. Thornburg investment management is the largest institutional shareholder, holding 3.47% of MFIC shares. Thornburg Investment Income Builder Sep is the top mutual fund, with 3.80% of its assets in MidCap Financial Investment shares.

MFIC Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockMidCap Financial Investment13.50%0.91%85.59%
SectorFinancial Services Stocks 37.05%15.59%47.36%
IndustryAsset Management Stocks49.15%11.31%39.54%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Thornburg investment management3.24M3.47%$36.39M
Apollo management2.35M2.52%$26.40M
Soros fund management1.94M2.09%$21.86M
Next capital management1.87M2.01%$21.04M
Ubs group1.82M1.95%$20.44M
Van eck associates1.81M1.94%$20.36M
Morgan stanley1.61M1.73%$18.15M
Invesco1.29M1.39%$14.55M
Russell investments group783.19K0.84%$8.80M
Legal & general group725.41K0.78%$8.16M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Next capital management1.87M6.37%$21.04M
Cura wealth advisors613.92K3.09%$6.90M
Muzinich716.50K2.82%$8.05M
Castlekeep investment advisors396.17K2.42%$4.45M
Sharpepoint124.18K0.83%$1.40M
Camelot portfolios57.69K0.48%$648.38K
Condor capital management434.23K0.41%$4.88M
Ares management545.53K0.40%$6.13M
Garner asset management86.58K0.38%$973.11K
Thornburg investment management3.24M0.38%$36.39M

Top Buyers

HolderShares% AssetsChange
Soros fund management1.94M0.24%1.94M
Victory capital management654.21K0.00%654.21K
Russell investments group783.19K0.01%518.88K
Next capital management1.87M6.37%387.30K
Invesco1.29M0.00%383.54K

Top Sellers

HolderShares% AssetsChange
Kingstone capital partners texas---13.81M
Diameter capital partners lp---1.01M
North ground capital---651.33K
Van eck associates1.81M0.02%-510.43K
Rivernorth capital management---414.43K

New Positions

HolderShares% AssetsChangeValue
Soros fund management1.94M0.24%1.94M$21.86M
Victory capital management654.21K0.00%654.21K$7.35M
Magnetar financial112.56K0.01%112.56K$1.27M
Balyasny asset management84.78K0.00%84.78K$952.89K
Drw securities63.49K0.01%63.49K$713.59K

Sold Out

HolderChange
Frazier financial advisors-1.00
Caitong asset management-3.00
Td waterhouse canada-8.00
Ronald blue trust-33.00
Whipplewood advisors-39.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Mar 31, 2026100-50.00%12,587,592-60.68%131.15%47-50.00%26-62.86%
Dec 31, 2025134-25.97%17,666,557-39.69%181.94%60-32.58%46-6.12%
Sep 30, 2025120-28.99%21,156,534-48.09%221.19%55-41.49%32-17.95%
Jun 30, 20251721.18%42,665,90754.50%452.54%969.09%39-7.14%
Mar 31, 2025170-3.41%27,730,0375.74%422.63%88-5.38%41-21.15%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Thornburg Investment Income Builder Sep3.24M3.80%-
Thornburg Investment Income Builder A3.24M3.51%-
VanEck BDC Income ETF1.55M1.69%4.40K
Invesco KBW High Dividend Yld Fincl ETF1.30M1.40%-
Allspring Special Small Cap Value A1.13M1.20%-492.40K
Putnam BDC Income ETF417.29K0.45%-
iShares Listed Private Eq ETF USD Dist362.40K0.43%-
TrueShares Active Yield ETF339.55K0.36%330.74K
BankInvest Børsnoterede Alt. Akk. W287.30K0.34%-
Accelerate Divers Crdt Inc ETF242.92K0.29%-110.05K

Recent Insider Transactions

DateNameRoleActivityValue
Mar 11, 2025PEARLMAN EMANUEL R-Buy$10.02K
Mar 11, 2025Widra Howard-Buy$619.99K
Mar 10, 2025PEARLMAN EMANUEL R-Buy$13.09K
Aug 03, 2022Widra Howard-Buy$260.13K
Aug 12, 2024PEARLMAN EMANUEL R-Buy$12.98K

Insider Transactions Trends

DateBuySell
2026 Q1--
2025 Q3--
2025 Q2--
2025 Q13-
2024 Q31-

MFIC Ownership FAQ

Who Owns MidCap Financial Investment?

MidCap Financial Investment shareholders are primarily institutional investors at 13.50%, followed by 0.91% insiders and 85.59% retail investors. The average institutional ownership in MidCap Financial Investment's industry, Asset Management Stocks, is 49.15%, which MidCap Financial Investment falls below.

Who owns the most shares of MidCap Financial Investment?

MidCap Financial Investment’s largest shareholders are Thornburg investment management (3.24M shares, 3.47%), Apollo management (2.35M shares, 2.52%), and Soros fund management (1.94M shares, 2.09%). Together, they hold 8.08% of MidCap Financial Investment’s total shares outstanding.

Does Blackrock own MidCap Financial Investment?

BlackRock is not among the top 10 institutional shareholders of MidCap Financial Investment.

Who is MidCap Financial Investment’s biggest shareholder by percentage of total assets invested?

Next capital management is MidCap Financial Investment’s biggest shareholder by percentage of total assets invested, with 6.37% of its assets in 1.87M MidCap Financial Investment shares, valued at 21.04M$.

Who is the top mutual fund holder of MidCap Financial Investment shares?

Thornburg Investment Income Builder Sep is the top mutual fund holder of MidCap Financial Investment shares, with 3.80% of its total shares outstanding invested in 3.24M MidCap Financial Investment shares.

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