MidCap Financial Investment Corp (MFIC) — Institutional Holders, Q2 2026
170 institutional investment managers reported a MFIC position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $321.1M. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
MFIC in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- WELLINGTON MANAGEMENT GROUP LLPNew · +1,078,291 sh+$10.9M
- Beach Point Capital ManagementNew · +440,361 sh+$4.4M
- Janney Montgomery ScottNew · +393,638 sh+$4.0M
- Russell Investments Group, Ltd.Added · +358,526 sh+$3.6M
- VAN ECK ASSOCIATESAdded · +293,478 sh+$3.0M
Biggest sellers
- VICTORY CAPITAL MANAGEMENTTrimmed · -617,289 sh-$6.2M
- ARES MANAGEMENTSold out · -545,532 sh-$5.5M
- Callodine Capital ManagementSold out · -458,108 sh-$4.6M
- XTX Topco LtdTrimmed · -264,525 sh-$2.7M
- Invesco Ltd.Trimmed · -242,201 sh-$2.4M
MFIC 13F holders ranked 1–100 of 170
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | THORNBURG INVESTMENT MANAGEMENT#1 · 3,237,783 sh | 3,237,783 | $32.6M | 0.31% | 0.0% |
| 2 | Apollo Management , L.P.#2 · 2,348,753 sh | 2,348,753 | $23.7M | 0.26% | 0.0% |
| 3 | VAN ECK ASSOCIATES#3 · 2,104,647 sh | 2,104,647 | $21.2M | 0.01% | +16.2% |
| 4 | SOROS FUND MANAGEMENT#4 · 1,944,500 sh | 1,944,500 | $19.6M | 0.24% | 0.0% |
| 5 | UBS Group AG#5 · 1,929,691 sh | 1,929,691 | $19.5M | <0.01% | +6.1% |
| 6 | Next Capital Management#6 · 1,899,667 sh | 1,899,667 | $19.1M | 5.17% | +1.5% |
| 7 | MORGAN STANLEY#7 · 1,530,893 sh | 1,530,893 | $15.4M | <0.01% | -5.2% |
| 8 | Russell Investments Group, Ltd.#8 · 1,141,719 sh | 1,141,719 | $11.5M | 0.01% | +45.8% |
| 9 | WELLINGTON MANAGEMENT GROUP LLP#9 · 1,078,291 sh | 1,078,291 | $10.9M | <0.01% | New |
| 10 | Invesco Ltd.#10 · 1,052,384 sh | 1,052,384 | $10.6M | <0.01% | -18.7% |
| 11 | Legal & General Group Plc#11 · 789,579 sh | 789,579 | $8.0M | <0.01% | +8.8% |
| 12 | Muzinich#12 · 744,421 sh | 744,421 | $7.5M | — | +3.9% |
| 13 | Sumitomo Mitsui#13 · 549,575 sh | 549,575 | $5.5M | <0.01% | 0.0% |
| 14 | RAYMOND JAMES FINANCIAL#14 · 527,873 sh | 527,873 | $5.3M | <0.01% | -13.1% |
| 15 | CURA WEALTH ADVISORS#15 · 512,823 sh | 512,823 | $5.2M | 2.21% | -16.5% |
| 16 | FRANKLIN RESOURCES#16 · 441,518 sh | 441,518 | $4.5M | <0.01% | +3.0% |
| 17 | Beach Point Capital Management#17 · 440,361 sh | 440,361 | $4.4M | — | New |
| 18 | CONDOR CAPITAL MANAGEMENT#18 · 431,882 sh | 431,882 | $4.4M | 0.33% | -0.5% |
| 19 | CASTLEKEEP INVESTMENT ADVISORS#19 · 414,657 sh | 414,657 | $4.2M | 2.09% | +4.7% |
| 20 | Janney Montgomery Scott#20 · 393,638 sh | 393,638 | $4.0M | <0.01% | New |
| 21 | Ethos Financial Group#21 · 391,814 sh | 391,814 | $3.9M | 0.26% | -0.5% |
| 22 | Foundations Investment Advisors#22 · 387,610 sh | 387,610 | $3.9M | 0.04% | -10.6% |
| 23 | BlackRock#23 · 383,938 sh | 383,938 | $3.9M | <0.01% | -4.9% |
| 24 | D.A. DAVIDSON#24 · 374,284 sh | 374,284 | $3.8M | 0.02% | +3.7% |
| 25 | WELLS FARGO & COMPANY#25 · 302,773 sh | 302,773 | $3.1M | <0.01% | +1.5% |
| 26 | United Advisor Group#26 · 264,846 sh | 264,846 | $2.7M | 0.28% | -1.9% |
| 27 | Advisors Asset Management#27 · 245,688 sh | 245,688 | $2.5M | 0.04% | -3.8% |
| 28 | CITADEL ADVISORS#28 · 245,485 sh | 245,485 | $2.5M | <0.01% | +776.8% |
| 29 | LPL Financial#29 · 236,649 sh | 236,649 | $2.4M | <0.01% | -9.6% |
| 30 | Saba Capital Management, L.P.#30 · 215,136 sh | 215,136 | $2.2M | 0.06% | New |
| 31 | ROYAL BANK OF CANADA#31 · 213,203 sh | 213,203 | $2.1M | <0.01% | -0.8% |
| 32 | LAZARD ASSET MANAGEMENT#32 · 207,239 sh | 207,239 | $2.1M | <0.01% | +152.6% |
| 33 | Naviter Wealth#33 · 187,298 sh | 187,298 | $1.9M | 0.17% | -5.2% |
| 34 | Neuberger Berman Group#34 · 186,679 sh | 186,679 | $1.9M | <0.01% | -8.6% |
| 35 | Cerity Partners#35 · 151,634 sh | 151,634 | $1.5M | <0.01% | +105.7% |
| 36 | TWO SIGMA INVESTMENTS#36 · 146,152 sh | 146,152 | $1.5M | <0.01% | -41.2% |
| 37 | Almitas Capital#37 · 140,477 sh | 140,477 | $1.4M | 0.34% | 0.0% |
| 38 | J.W. COLE ADVISORS#38 · 133,313 sh | 133,313 | $1.3M | 0.02% | +0.5% |
| 39 | SHARPEPOINT#39 · 132,029 sh | 132,029 | $1.3M | 0.67% | +6.3% |
| 40 | DnB Asset Management AS#40 · 127,082 sh | 127,082 | $1.3M | <0.01% | -17.1% |
| 41 | BANK OF AMERICA#41 · 122,100 sh | 122,100 | $1.2M | <0.01% | -4.8% |
| 42 | CONFLUENCE INVESTMENT MANAGEMENT#42 · 118,551 sh | 118,551 | $1.2M | — | +1.2% |
| 43 | OSAIC#43 · 118,353 sh | 118,353 | $1.2M | <0.01% | -10.0% |
| 44 | GREAT WEST LIFE ASSURANCE#44 · 116,034 sh | 116,034 | $1.2M | <0.01% | +14.5% |
| 45 | ENVESTNET ASSET MANAGEMENT#45 · 108,333 sh | 108,333 | $1.1M | <0.01% | +58.2% |
| 46 | Focus Partners Wealth#46 · 102,066 sh | 102,066 | $1.0M | <0.01% | -21.9% |
| 47 | Arkadios Wealth Advisors#47 · 101,306 sh | 101,306 | $1.0M | 0.02% | 0.0% |
| 48 | Y-Intercept (Hong Kong) Ltd#48 · 98,743 sh | 98,743 | $995.3K | — | New |
| 49 | Bayshore Capital Advisors#49 · 97,580 sh | 97,580 | $983.6K | 0.46% | +143.9% |
| 50 | BALYASNY ASSET MANAGEMENT L.P.#50 · 96,801 sh | 96,801 | $975.8K | <0.01% | +14.2% |
| 51 | LSV ASSET MANAGEMENT#51 · 96,100 sh | 96,100 | $969.0K | <0.01% | 0.0% |
| 52 | Hennion & Walsh Asset Management#52 · 80,291 sh | 80,291 | $809.3K | — | -12.1% |
| 53 | STEPHENS#53 · 79,860 sh | 79,860 | $805.0K | <0.01% | -0.1% |
| 54 | XTX Topco Ltd#54 · 77,805 sh | 77,805 | $784.3K | 0.01% | -77.3% |
| 55 | Garner Asset Management#55 · 74,376 sh | 74,376 | $749.7K | 0.24% | -14.1% |
| 56 | Sigma Planning#56 · 72,677 sh | 72,677 | $732.6K | — | -1.2% |
| 57 | Lido Advisors#57 · 69,529 sh | 69,529 | $700.9K | <0.01% | +3.4% |
| 58 | VARCOV#58 · 69,192 sh | 69,192 | $697.5K | 0.26% | -61.3% |
| 59 | Camelot Portfolios#59 · 62,646 sh | 62,646 | $631.5K | 0.44% | +8.6% |
| 60 | Millennium Capital Advisors#60 · 61,822 sh | 61,822 | $623.2K | — | 0.0% |
| 61 | Capital Investment Advisors#61 · 55,306 sh | 55,306 | $557.5K | — | -3.5% |
| 62 | DENALI ADVISORS#62 · 54,554 sh | 54,554 | $549.9K | 0.06% | -8.7% |
| 63 | PRINCIPAL SECURITIES#63 · 54,303 sh | 54,303 | $547.4K | <0.01% | +19.6% |
| 64 | Headlands Technologies#64 · 51,819 sh | 51,819 | $522.3K | 0.06% | +304.1% |
| 65 | CIDEL ASSET MANAGEMENT#65 · 50,300 sh | 50,300 | $507.0K | 0.02% | New |
| 66 | BI Asset Management Fondsmaeglerselskab A/S#66 · 45,787 sh | 45,787 | $462.0K | — | -81.6% |
| 67 | Alpine Global Management#67 · 45,537 sh | 45,537 | $459.0K | 0.07% | -38.3% |
| 68 | NewGen Asset Management Ltd#68 · 45,000 sh | 45,000 | $453.6K | 0.19% | +28.6% |
| 69 | Virtus Investment Advisers#69 · 43,045 sh | 43,045 | $433.9K | 0.10% | -22.0% |
| 70 | LeClair Wealth Partners#70 · 40,885 sh | 40,885 | $412.1K | 0.21% | New |
| 71 | PANORAMIC INVESTMENT ADVISORS#71 · 40,780 sh | 40,780 | $411.1K | 0.20% | New |
| 72 | TCFG Investment Advisors#72 · 40,474 sh | 40,474 | $408.0K | — | -4.4% |
| 73 | CAXTON ASSOCIATES LLP#73 · 39,649 sh | 39,649 | $399.7K | <0.01% | +17.5% |
| 74 | STIFEL FINANCIAL#74 · 38,582 sh | 38,582 | $388.9K | <0.01% | +4.2% |
| 75 | MERIDIAN INVESTMENT COUNSEL#75 · 38,558 sh | 38,558 | $388.7K | — | -1.4% |
| 76 | Schonfeld Strategic Advisors#76 · 37,693 sh | 37,693 | $379.9K | <0.01% | New |
| 77 | SHUFRO ROSE#77 · 37,267 sh | 37,267 | $375.7K | 0.02% | 0.0% |
| 78 | VICTORY CAPITAL MANAGEMENT#78 · 36,922 sh | 36,922 | $372.2K | <0.01% | -94.4% |
| 79 | Arete Wealth Advisors#79 · 35,649 sh | 35,649 | $359.3K | 0.01% | +86.3% |
| 80 | Closed-End Fund Advisors#80 · 32,967 sh | 32,967 | $332.3K | 0.32% | -2.7% |
| 81 | Trexquant Investment#81 · 30,856 sh | 30,856 | $311.0K | <0.01% | New |
| 82 | Brevan Howard Capital Management#82 · 30,326 sh | 30,326 | $305.7K | <0.01% | -30.2% |
| 83 | WEDBUSH SECURITIES#83 · 30,127 sh | 30,127 | $304.0K | — | +1.6% |
| 84 | JPMORGAN CHASE#84 · 29,522 sh | 29,522 | $297.0K | 0.00% | 0.0% |
| 85 | AMERIPRISE FINANCIAL#85 · 28,906 sh | 28,906 | $291.4K | <0.01% | -62.2% |
| 86 | SUSQUEHANNA INTERNATIONAL GROUP, LLP#86 · 27,224 sh | 27,224 | $274.4K | 0.00% | +71.5% |
| 87 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT#87 · 26,147 sh | 26,147 | $264.6K | 0.02% | +1.0% |
| 88 | TRUIST FINANCIAL#88 · 26,127 sh | 26,127 | $263.4K | <0.01% | +20.0% |
| 89 | Tyche Wealth Partners#89 · 26,000 sh | 26,000 | $262.1K | 0.04% | +10.6% |
| 90 | WILEY BROS.-AINTREE CAPITAL#90 · 24,077 sh | 24,077 | $242.7K | <0.01% | +36.3% |
| 91 | Steward Partners Investment Advisory#91 · 23,532 sh | 23,532 | $237.2K | <0.01% | -18.3% |
| 92 | DKM Wealth Management#92 · 23,500 sh | 23,500 | $236.9K | — | 0.0% |
| 93 | Cetera Investment Advisers#93 · 22,547 sh | 22,547 | $227.3K | <0.01% | -1.7% |
| 94 | Generali Investments CEE, investicni spolecnost, a.s.#94 · 22,281 sh | 22,281 | $224.6K | — | 0.0% |
| 95 | Stratos Wealth Partners, LTD.#95 · 22,200 sh | 22,200 | $223.8K | <0.01% | -0.6% |
| 96 | B. Riley Wealth Advisors#96 · 20,014 sh | 20,014 | $201.3K | — | -0.1% |
| 97 | Squarepoint Ops#97 · 19,932 sh | 19,932 | $200.9K | <0.01% | -24.1% |
| 98 | HighTower Advisors#98 · 19,925 sh | 19,925 | $200.8K | <0.01% | -74.3% |
| 99 | COMMONWEALTH EQUITY SERVICES#99 · 18,756 sh | 18,756 | $189.1K | <0.01% | -42.5% |
| 100 | Everstar Asset Management#100 · 18,650 sh | 18,650 | $188.0K | 0.09% | 0.0% |
Funds that sold out of MFIC in Q2 2026 (26)
Held MFIC at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
| Institution | Shares sold | Value in Q1 2026 |
|---|---|---|
| ARES MANAGEMENT545,532 sh | 545,532 | $6.1M |
| Callodine Capital Management458,108 sh | 458,108 | $5.1M |
| Lansforsakringar Fondforvaltning AB (publ)145,576 sh | 145,576 | $1.6M |
| D. E. Shaw123,567 sh | 123,567 | $1.4M |
| Magnetar Financial112,559 sh | 112,559 | $1.3M |
| Global Wealth Management Investment Advisory112,373 sh | 112,373 | $1.3M |
| DRW Securities63,487 sh | 63,487 | $713.6K |
| Stablepoint Partners34,475 sh | 34,475 | $387.5K |
| JANE STREET GROUP34,354 sh | 34,354 | $386.1K |
| Kestra Advisory Services17,088 sh | 17,088 | $192.1K |
| Papamarkou Wellner Asset Management16,941 sh | 16,941 | $190.4K |
| nVerses Capital15,337 sh | 15,337 | $172.4K |
| IMC-Chicago14,424 sh | 14,424 | $162.1K |
| Entropy Technologies14,235 sh | 14,235 | $160.0K |
| World Investment Advisors11,527 sh | 11,527 | $129.6K |
| Permanens Capital L.P.11,029 sh | 11,029 | $124.0K |
| EVERGREEN CAPITAL MANAGEMENT10,792 sh | 10,792 | $121.3K |
| AlphaCore Capital10,633 sh | 10,633 | $119.5K |
| Sowell Financial Services10,564 sh | 10,564 | $118.7K |
| Sound Income Strategies2,989 sh | 2,989 | $33.6K |
| Activest Wealth Management2,266 sh | 2,266 | $25.5K |
| CHESAPEAKE ASSET MANAGEMENT1,950 sh | 1,950 | $21.9K |
| NOMURA ASSET MANAGEMENT LTD1,138 sh | 1,138 | $12.8K |
| Western Wealth Management974 sh | 974 | $11.0K |
| NBC SECURITIES300 sh | 300 | $3.4K |
| Smallwood Wealth Investment Management1 sh | 1 | $16.00 |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.