MidCap Financial Investment Ownership | Who Owns MidCap Financial Investment?
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 A is the top mutual fund, with 3.93% of its assets in MidCap Financial Investment shares.
MFIC Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | MidCap Financial Investment | 13.50% | 0.91% | 85.59% |
| Sector | Financial Services Stocks | 746.79% | 13.83% | -660.62% |
| Industry | Asset Management Stocks | 32.84% | 11.45% | 55.71% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Thornburg investment management | 3.24M | 3.47% | $36.39M |
| Apollo management | 2.35M | 2.52% | $26.40M |
| Soros fund management | 1.94M | 2.09% | $21.86M |
| Next capital management | 1.87M | 2.01% | $21.04M |
| Ubs group | 1.82M | 1.95% | $20.44M |
| Van eck associates | 1.81M | 1.94% | $20.36M |
| Morgan stanley | 1.61M | 1.73% | $18.15M |
| Invesco | 1.29M | 1.39% | $14.55M |
| Russell investments group | 783.19K | 0.84% | $8.80M |
| Muzinich | 744.42K | 0.83% | $7.50M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Next capital management | 1.87M | 6.37% | $21.04M |
| Cura wealth advisors | 613.92K | 3.09% | $6.90M |
| Muzinich | 744.42K | 2.56% | $7.50M |
| Castlekeep investment advisors | 396.17K | 2.42% | $4.45M |
| Beach point capital management lp | 440.36K | 1.72% | $4.44M |
| Sharpepoint | 124.18K | 0.83% | $1.40M |
| Bayshore capital advisors | 97.58K | 0.46% | $983.61K |
| Camelot portfolios | 62.65K | 0.44% | $631.48K |
| Condor capital management | 434.23K | 0.41% | $4.88M |
| Ares management | 545.53K | 0.40% | $6.13M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Soros fund management | 1.94M | 0.24% | 1.94M |
| Victory capital management | 654.21K | 0.00% | 654.21K |
| Russell investments group | 783.19K | 0.01% | 518.88K |
| Beach point capital management lp | 440.36K | 1.72% | 440.36K |
| Next capital management | 1.87M | 6.37% | 387.30K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Kingstone capital partners texas | - | - | -13.81M |
| Diameter capital partners lp | - | - | -1.01M |
| North ground capital | - | - | -651.33K |
| Van eck associates | 1.81M | 0.02% | -510.43K |
| Rivernorth capital management | - | - | -414.43K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Soros fund management | 1.94M | 0.24% | 1.94M | $21.86M |
| Victory capital management | 654.21K | 0.00% | 654.21K | $7.35M |
| Beach point capital management lp | 440.36K | 1.72% | 440.36K | $4.44M |
| Magnetar financial | 112.56K | 0.01% | 112.56K | $1.27M |
| Y-intercept (hong kong) | 98.74K | 0.02% | 98.74K | $995.33K |
Sold Out
| Holder | Change |
|---|---|
| Frazier financial advisors | -1.00 |
| Smallwood wealth investment management | -1.00 |
| Caitong asset management | -3.00 |
| Td waterhouse canada | -8.00 |
| Ronald blue trust | -33.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2026 | 100 | -50.00% | 12,587,592 | -60.68% | 13 | 1.15% | 47 | -50.00% | 26 | -62.86% |
| Dec 31, 2025 | 134 | -25.97% | 17,666,557 | -39.69% | 18 | 1.94% | 60 | -32.58% | 46 | -6.12% |
| Sep 30, 2025 | 120 | -28.99% | 21,156,534 | -48.09% | 22 | 1.19% | 55 | -41.49% | 32 | -17.95% |
| Jun 30, 2025 | 172 | 1.18% | 42,665,907 | 54.50% | 45 | 2.54% | 96 | 9.09% | 39 | -7.14% |
| Mar 31, 2025 | 170 | -3.41% | 27,730,037 | 5.74% | 42 | 2.63% | 88 | -5.38% | 41 | -21.15% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Thornburg Investment Income Builder A | 3.24M | 3.93% | - |
| Thornburg Investment Income Builder Sep | 3.24M | 3.93% | - |
| VanEck BDC Income ETF | 1.65M | 2.00% | - |
| Invesco KBW High Dividend Yld Fincl ETF | 1.05M | 1.28% | - |
| Allspring Special Small Cap Value A | 1.13M | 1.20% | -492.40K |
| Putnam BDC Income ETF | 440.76K | 0.54% | -1.07K |
| Victory Pioneer Multi-Asset Income Y | 385.67K | 0.47% | 385.67K |
| iShares Listed Private Eq ETF USD Dist | 353.75K | 0.43% | - |
| TrueShares Active Yield ETF | 339.55K | 0.36% | 330.74K |
| Accelerate Divers Crdt Inc ETF | 249.47K | 0.30% | -163.89K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Mar 11, 2025 | PEARLMAN EMANUEL R | - | Buy | $10.02K |
| Mar 11, 2025 | Widra Howard | - | Buy | $619.99K |
| Mar 10, 2025 | PEARLMAN EMANUEL R | - | Buy | $13.09K |
| Aug 03, 2022 | Widra Howard | - | Buy | $260.13K |
| Aug 12, 2024 | PEARLMAN EMANUEL R | - | Buy | $12.98K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q1 | - | - |
| 2025 Q3 | - | - |
| 2025 Q2 | - | - |
| 2025 Q1 | 3 | - |
| 2024 Q3 | 1 | - |
MFIC Ownership FAQ
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