MidCap Financial Investment Ownership | Who Owns MidCap Financial Investment?
MidCap Financial Investment Ownership Summary
MidCap Financial Investment is owned by 18.93% institutional investors, 0.79% insiders, and 80.28% retail investors. Northwestern mutual wealth management is the largest institutional shareholder, holding 4.41% of MFIC shares. Thornburg Investment Income Builder A is the top mutual fund, with 3.40% of its assets in MidCap Financial Investment shares.
MFIC Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | MidCap Financial Investment | 18.93% | 0.79% | 80.28% |
| Sector | Financial Services Stocks | 32.19% | 15.44% | 52.37% |
| Industry | Asset Management Stocks | 46.20% | 8.54% | 45.25% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Northwestern mutual wealth management | 4.11M | 4.41% | $150.47M |
| Thornburg investment management | 3.14M | 3.35% | $37.62M |
| Van eck associates | 2.51M | 2.68% | $30.11M |
| Apollo management | 2.39M | 2.55% | $28.64M |
| Ubs group | 2.02M | 2.17% | $23.16M |
| Morgan stanley | 1.74M | 1.87% | $19.95M |
| Next capital management | 1.48M | 1.59% | $16.98M |
| Invesco | 880.44K | 0.94% | $10.56M |
| Muzinich | 714.78K | 0.77% | $8.18M |
| Legal & general group | 651.85K | 0.70% | $7.45M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Next capital management | 1.48M | 5.44% | $16.98M |
| North ground capital | 651.33K | 3.70% | $7.45M |
| Cura wealth advisors | 641.92K | 2.78% | $7.34M |
| Muzinich | 714.78K | 2.57% | $8.18M |
| Castlekeep investment advisors | 384.94K | 1.99% | $4.40M |
| Sharpepoint | 103.57K | 0.71% | $1.18M |
| Garner asset management | 148.91K | 0.65% | $1.70M |
| Callodine capital management, lp | 510.81K | 0.54% | $6.12M |
| Thornburg investment management | 3.14M | 0.49% | $37.62M |
| Condor capital management | 456.22K | 0.42% | $5.22M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Northwestern mutual wealth management | 4.11M | 0.10% | 4.11M |
| North ground capital | 651.33K | 3.70% | 401.33K |
| Ubs group | 2.02M | 0.00% | 323.14K |
| Jane street group | 250.31K | 0.00% | 250.31K |
| Thornburg investment management | 3.14M | 0.49% | 200.00K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Kingstone capital partners texas | - | - | -13.81M |
| Commonwealth equity services | 34.65K | 0.00% | -439.70K |
| Franklin resources | 445.30K | 0.00% | -325.53K |
| Allspring global investments | - | - | -278.49K |
| Neuberger berman group | 229.32K | 0.00% | -242.94K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Cerity partners | 199.05K | 0.00% | 199.05K | $2.28M |
| Alpine global management | 132.50K | 0.27% | 132.50K | $1.59M |
| Lansforsakringar fondforvaltning ab (publ) | 119.21K | 0.01% | 119.21K | $1.36M |
| Mqs management | 52.19K | 0.35% | 52.19K | $597.09K |
| Price t rowe associates inc /md/ | 30.30K | - | 30.30K | $364.00K |
Sold Out
| Holder | Change |
|---|---|
| Td waterhouse canada | -8.00 |
| Ronald blue trust | -33.00 |
| Gamma investing | -58.00 |
| Jaffetilchin investment partners | -71.00 |
| Trust co of vermont | -91.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Dec 31, 2024 | 99 | -42.44% | 11,087,546 | -56.03% | 16 | 1.14% | 53 | -59.23% | 25 | 13.64% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Thornburg Investment Income Builder A | 3.14M | 3.40% | - |
| Thornburg Investment Income Builder Sep | 3.14M | 3.40% | - |
| VanEck BDC Income ETF | 1.76M | 1.91% | - |
| Allspring Special Small Cap Value A | 1.13M | 1.20% | -492.40K |
| Invesco KBW High Dividend Yld Fincl ETF | 1.01M | 1.09% | 3.76K |
| Putnam BDC Income ETF | 449.18K | 0.49% | - |
| TrueShares Active Yield ETF | 339.55K | 0.36% | 330.74K |
| Accelerate Divers Crdt Inc ETF | 273.52K | 0.30% | 10.74K |
| BankInvest Børsnoterede Alt. Akk. W | 248.38K | 0.27% | -23.17K |
| Dynamic Alternative Yield Series IP | 230.00K | 0.25% | 230.00K |
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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