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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 22.58% institutional investors, 0.80% insiders, and 76.62% retail investors. Thornburg investment management is the largest institutional shareholder, holding 3.35% of MFIC shares. Thornburg Investment Income Builder A is the top mutual fund, with 3.15% of its assets in MidCap Financial Investment shares.

MFIC Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockMidCap Financial Investment22.58%0.80%76.62%
SectorFinancial Services Stocks 36.95%15.48%47.58%
IndustryAsset Management Stocks33.74%8.99%57.26%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Thornburg investment management3.14M3.35%$37.62M
Van eck associates2.51M2.68%$30.11M
Apollo management2.39M2.55%$28.64M
Morgan stanley1.92M2.05%$22.98M
Ubs group1.70M1.82%$20.40M
Next capital management1.34M1.43%$16.09M
Invesco880.44K0.94%$10.56M
Franklin resources770.83K0.82%$9.24M
Cura wealth advisors617.92K0.66%$7.41M
Legal & general group577.82K0.62%$6.92M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Next capital management1.34M5.37%$16.09M
Cura wealth advisors617.92K2.83%$7.41M
Muzinich571.52K2.65%$6.85M
Castlekeep investment advisors398.68K2.24%$4.78M
North ground capital250.00K1.84%$3.00M
Sharpepoint84.38K0.91%$1.01M
Garner asset management170.27K0.83%$2.05M
Callodine capital management, lp510.81K0.54%$6.12M
Thornburg investment management3.14M0.49%$37.62M
Camelot portfolios61.88K0.47%$780.98K

Top Buyers

HolderShares% AssetsChange
Next capital management1.34M5.37%616.18K
Janney montgomery scott395.83K0.01%339.26K
North ground capital250.00K1.84%250.00K
Thornburg investment management3.14M0.49%200.00K
Muzinich571.52K2.65%170.13K

Top Sellers

HolderShares% AssetsChange
Kingstone capital partners texas---13.81M
Blackrock funding, inc. /de324.87K0.00%-287.00K
Allspring global investments---278.49K
Neuberger berman group229.32K0.00%-242.94K
1832 asset management---230.00K

New Positions

HolderShares% AssetsChangeValue
Alpine global management132.50K0.27%132.50K$1.59M
Price t rowe associates inc /md/30.30K-30.30K$364.00K
Aquatic capital management23.59K0.01%23.59K$282.88K
Virtu financial22.10K0.01%22.10K$265.00K
Oxford asset management llp22.07K0.10%22.07K$264.57K

Sold Out

HolderChange
Td waterhouse canada-8.00
Ronald blue trust-33.00
Gamma investing-58.00
Jaffetilchin investment partners-71.00
National bank of canada /fi/-299.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
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%
Dec 31, 202499-42.44%11,087,546-56.03%161.14%53-59.23%2513.64%
Sep 30, 202417235.43%25,217,24832.72%384.56%13096.97%22-33.33%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Thornburg Investment Income Builder A2.94M3.15%-
Thornburg Investment Income Builder Sep2.94M3.15%-
VanEck BDC Income ETF2.09M2.24%-1.98K
Allspring Special Small Cap Value A1.13M1.20%-492.40K
Invesco KBW High Dividend Yld Fincl ETF792.46K0.85%-
Putnam BDC Income ETF745.87K0.80%-60.92K
iShares Listed Private Eq ETF USD Dist536.94K0.58%-
TrueShares Active Yield ETF339.55K0.36%330.74K
Dynamic Alternative Yield Series IP230.00K0.25%230.00K
Accelerate Divers Crdt Inc ETF204.59K0.22%-71.66K

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
2025 Q2--
2025 Q13-
2024 Q31-
2023 Q1-2
2022 Q3--

MFIC Ownership FAQ

Who Owns MidCap Financial Investment?

MidCap Financial Investment shareholders are primarily institutional investors at 22.58%, followed by 0.80% insiders and 76.62% retail investors. The average institutional ownership in MidCap Financial Investment's industry, Asset Management Stocks, is 33.74%, 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 (3.14M shares, 3.35%), Van eck associates (2.51M shares, 2.68%), and Apollo management (2.39M shares, 2.55%). Together, they hold 8.58% 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 5.37% of its assets in 1.34M MidCap Financial Investment shares, valued at 16.09M$.

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

Thornburg Investment Income Builder A is the top mutual fund holder of MidCap Financial Investment shares, with 3.15% of its total shares outstanding invested in 2.94M MidCap Financial Investment shares.

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