Who owns MidCap Financial Investment Corp?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of MFIC from SEC Form 13F filings across 169 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 169 institutions disclosed 31.8M shares of MidCap Financial Investment Corp worth $320.6M — about 38.5% of shares outstanding; the largest disclosed holder is THORNBURG INVESTMENT MANAGEMENT INC. Source: SEC Form 13F filings, parsed by EvidInvest.
169
13F holders
$320.6M
value, 2026 filers
38.5%
of shares outstanding (31.8M sh)
25
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of MFIC's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | THORNBURG INVESTMENT MANAGEMENT INC | 3.2M | $32.6M | 0.3% | 3.9% | 0.0% |
| 2 | Apollo Management Holdings, L.P. | 2.3M | $23.7M | 0.3% | 2.8% | 0.0% |
| 3 | VAN ECK ASSOCIATES CORP | 2.1M | $21.2M | 0.0% | 2.5% | +16.2% |
| 4 | SOROS FUND MANAGEMENT LLC | 1.9M | $19.6M | 0.2% | 2.4% | 0.0% |
| 5 | UBS Group AG | 1.9M | $19.5M | 0.0% | 2.3% | +6.1% |
| 6 | Next Capital Management LLC | 1.9M | $19.1M | 5.2% | 2.3% | +1.5% |
| 7 | MORGAN STANLEY | 1.5M | $15.4M | 0.0% | 1.9% | -5.2% |
| 8 | Russell Investments Group, Ltd. | 1.1M | $11.5M | 0.0% | 1.4% | +45.8% |
| 9 | WELLINGTON MANAGEMENT GROUP LLPNEW | 1.1M | $10.9M | 0.0% | 1.3% | new |
| 10 | Invesco Ltd. | 1.1M | $10.6M | 0.0% | 1.3% | -18.7% |
| 11 | Legal & General Group Plc | 789,579 | $8.0M | 0.0% | 1% | +8.8% |
| 12 | Muzinich & Co., Inc. | 744,421 | $7.5M | 2.6% | 0.9% | +3.9% |
| 13 | Sumitomo Mitsui Trust Group, Inc. | 549,575 | $5.5M | 0.0% | 0.7% | 0.0% |
| 14 | RAYMOND JAMES FINANCIAL INC | 527,873 | $5.3M | 0.0% | 0.6% | -13.1% |
| 15 | CURA WEALTH ADVISORS, LLC | 512,823 | $5.2M | 2.2% | 0.6% | -16.5% |
| 16 | FRANKLIN RESOURCES INC | 441,518 | $4.5M | 0.0% | 0.5% | +3.0% |
| 17 | Beach Point Capital Management LPNEW | 440,361 | $4.4M | 1.7% | 0.5% | new |
| 18 | CONDOR CAPITAL MANAGEMENT | 431,882 | $4.4M | 0.3% | 0.5% | -0.5% |
| 19 | CASTLEKEEP INVESTMENT ADVISORS LLC | 414,657 | $4.2M | 2.1% | 0.5% | +4.7% |
| 20 | Janney Montgomery Scott LLCNEW | 393,638 | $4.0M | 0.0% | 0.5% | new |
| 21 | Ethos Financial Group, LLC | 391,814 | $3.9M | 0.3% | 0.5% | -0.5% |
| 22 | Foundations Investment Advisors, LLC | 387,610 | $3.9M | 0.0% | 0.5% | -10.6% |
| 23 | BlackRock, Inc. | 383,938 | $3.9M | 0.0% | 0.5% | -4.9% |
| 24 | D.A. DAVIDSON & CO. | 374,284 | $3.8M | 0.0% | 0.5% | +3.7% |
| 25 | WELLS FARGO & COMPANY/MN | 302,773 | $3.1M | 0.0% | 0.4% | +1.5% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.