MidCap Financial Investment Ownership | Who Owns MidCap Financial Investment?
MidCap Financial Investment Ownership Summary
MidCap Financial Investment is owned by 35.54% institutional investors, 0.91% insiders, and 63.55% retail investors. Thornburg investment management is the largest institutional shareholder, holding 3.61% 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 | 35.54% | 0.91% | 63.55% |
| Sector | Financial Services Stocks | 493.55% | 13.79% | -407.34% |
| Industry | Asset Management Stocks | 47.59% | 11.88% | 40.53% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Thornburg investment management | 3.24M | 3.61% | $32.64M |
| Apollo management | 2.35M | 2.62% | $23.68M |
| Van eck associates | 2.10M | 2.35% | $21.21M |
| Soros fund management | 1.94M | 2.17% | $19.60M |
| Ubs group | 1.93M | 2.15% | $19.45M |
| Next capital management | 1.90M | 2.12% | $19.15M |
| Morgan stanley | 1.53M | 1.71% | $15.43M |
| Russell investments group | 1.14M | 1.27% | $11.51M |
| Wellington management group llp | 1.08M | 1.20% | $10.87M |
| Invesco | 1.05M | 1.17% | $10.61M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Next capital management | 1.90M | 5.17% | $19.15M |
| Muzinich | 744.42K | 2.56% | $7.50M |
| Cura wealth advisors | 512.82K | 2.21% | $5.17M |
| Castlekeep investment advisors | 414.66K | 2.09% | $4.18M |
| Beach point capital management lp | 440.36K | 1.72% | $4.44M |
| Sharpepoint | 132.03K | 0.67% | $1.33M |
| Bayshore capital advisors | 97.58K | 0.46% | $983.61K |
| Camelot portfolios | 62.65K | 0.44% | $631.48K |
| Almitas capital | 140.48K | 0.34% | $1.42M |
| Condor capital management | 431.88K | 0.33% | $4.35M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Wellington management group llp | 1.08M | 0.00% | 1.08M |
| Beach point capital management lp | 440.36K | 1.72% | 440.36K |
| Janney montgomery scott | 393.64K | 0.01% | 393.64K |
| Russell investments group | 1.14M | 0.01% | 358.53K |
| Van eck associates | 2.10M | 0.01% | 293.48K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Kingstone capital partners texas | - | - | -13.81M |
| Diameter capital partners lp | - | - | -1.01M |
| North ground capital | - | - | -651.33K |
| Victory capital management | 36.92K | 0.00% | -617.29K |
| Ares management | - | - | -545.53K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Wellington management group llp | 1.08M | 0.00% | 1.08M | $10.87M |
| Beach point capital management lp | 440.36K | 1.72% | 440.36K | $4.44M |
| Saba capital management | 215.14K | 0.06% | 215.14K | $2.17M |
| Y-intercept (hong kong) | 98.74K | 0.02% | 98.74K | $995.33K |
| Cidel asset management | 50.30K | 0.02% | 50.30K | $507.02K |
Sold Out
| Holder | Change |
|---|---|
| Smallwood wealth investment management | -1.00 |
| Frazier financial advisors | -1.00 |
| Td waterhouse canada | -8.00 |
| Ronald blue trust | -33.00 |
| Whipplewood advisors | -39.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2026 | 172 | -5.49% | 31,829,211 | 0.03% | 35 | 2.82% | 76 | -9.52% | 62 | 10.71% |
| 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% |
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 | 1.61M | 1.95% | -4.46K |
| Invesco KBW High Dividend Yld Fincl ETF | 1.04M | 1.27% | - |
| Allspring Special Small Cap Value A | 1.13M | 1.20% | -492.40K |
| Putnam BDC Income ETF | 456.39K | 0.55% | 1.06K |
| Victory Pioneer Multi-Asset Income Y | 385.67K | 0.47% | 385.67K |
| Accelerate Divers Crdt Inc ETF | 378.50K | 0.46% | 129.03K |
| iShares Listed Private Eq ETF USD Dist | 359.88K | 0.44% | 5.80K |
| TrueShares Active Yield ETF | 339.55K | 0.36% | 330.74K |
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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