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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 45.55% institutional investors, 0.80% insiders, and 53.66% retail investors. Thornburg investment management is the largest institutional shareholder, holding 3.14% 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 Investment45.55%0.80%53.66%
SectorFinancial Services Stocks 51.64%15.54%32.82%
IndustryAsset Management Stocks51.84%9.46%38.70%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Thornburg investment management2.94M3.14%$37.07M
Van eck associates2.39M2.55%$30.16M
Apollo management2.39M2.55%$30.15M
Invesco752.41K1.15%$10.15M
Ubs group735.39K1.13%$9.92M
Legal & general group620.82K0.95%$8.37M
Wells fargo & company/mn553.21K0.85%$7.46M
Next capital management725.40K0.77%$9.15M
Advisors asset management462.58K0.71%$6.24M
Franklin resources442.64K0.68%$5.97M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Next capital management725.40K3.38%$9.15M
Muzinich571.52K2.65%$6.85M
Callodine capital management, lp500.00K0.65%$6.31M
Garner asset management111.63K0.65%$1.41M
United advisor group256.85K0.56%$3.24M
Thornburg investment management2.94M0.48%$37.07M
Camelot portfolios61.88K0.47%$780.98K
Condor capital management412.88K0.45%$5.21M
Ethos financial group423.18K0.40%$5.07M
Apollo management2.39M0.39%$30.15M

Top Buyers

HolderShares% AssetsChange
Next capital management725.40K3.38%556.32K
Janney montgomery scott395.83K0.01%339.26K
Ubs group735.39K0.00%296.06K
Naviter wealth186.50K0.30%186.50K
Muzinich571.52K2.65%170.13K

Top Sellers

HolderShares% AssetsChange
Kingstone capital partners texas---13.81M
Allspring global investments---278.49K
Two sigma investments, lp134.29K0.00%-264.88K
1832 asset management---230.00K
Alpine global management---189.64K

New Positions

HolderShares% AssetsChangeValue
Naviter wealth186.50K0.30%186.50K$2.52M
Verition fund management47.59K0.00%47.59K$600.57K
Quantbot technologies lp18.25K0.01%18.25K$230.26K
Oppenheimer16.39K0.00%16.39K$221.06K
Axim planning & wealth11.78K0.14%11.78K$148.66K

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 %
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%
Jun 30, 2024127-2.31%19,000,165-2.87%293.24%666.45%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 45.55%, followed by 0.80% insiders and 53.65% retail investors. The average institutional ownership in MidCap Financial Investment's industry, Asset Management Stocks, is 51.84%, 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 (2.94M shares, 3.14%), Van eck associates (2.39M shares, 2.55%), and Apollo management (2.39M shares, 2.55%). Together, they hold 8.24% 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 3.38% of its assets in 725.4K MidCap Financial Investment shares, valued at 9.15M$.

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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