Who owns MidCap Financial Investment (MFIC)
Which tracked institutional funds hold MFIC, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See MFIC company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-17). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on MFIC is one-sided between 2026-Q1 and 2026-Q2: 13 added or opened and 45 trimmed or exited — on balance reducing.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
MFIC’s largest tracked holder by dollar value, THORNBURG INVESTMENT MANAGEMENT INC, sizes it at 0.3% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.3pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in MFIC divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 159 tracked filers holding MFIC, 73 increased or opened the position and 97 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in MFIC between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 5
- WELLINGTON MANAGEMENT GROUP LLP$11M
- Beach Point Capital Management LP$4M
- Saba Capital Management, L.P.$2M
- Y-Intercept (Hong Kong) Ltd$995K
- CIDEL ASSET MANAGEMENT INC$507K
Full exits 11
- ARES MANAGEMENT LLC$6M
- Callodine Capital Management, LP$5M
- BI Asset Management Fondsmaeglerselskab A/S$3M
- Lansforsakringar Fondforvaltning AB (publ)$2M
- D. E. Shaw & Co., Inc.$1M
- Magnetar Financial LLC$1M
Largest adds
- Russell Investments Group, Ltd.$3M
- CITADEL ADVISORS LLC$2M
- LAZARD ASSET MANAGEMENT LLC$1M
- VAN ECK ASSOCIATES CORP$857K
- Cerity Partners LLC$700K
- Bayshore Capital Advisors, LLC$534K
Largest trims
- VICTORY CAPITAL MANAGEMENT INC$7M
- Invesco Ltd.$4M
- THORNBURG INVESTMENT MANAGEMENT INC$4M
- XTX Topco Ltd$3M
- Apollo Management Holdings, L.P.$3M
- MORGAN STANLEY$3M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| THORNBURG INVESTMENT MANAGEMENT INC | 3,237,783 | $33M | 10.5% | 2026-Q2 |
| Apollo Management Holdings, L.P. added | 2,348,753 | $24M | 7.6% | 2026-Q2 |
| VAN ECK ASSOCIATES CORP added | 2,104,647 | $21M | 6.8% | 2026-Q2 |
| SOROS FUND MANAGEMENT LLC | 1,944,500 | $20M | 6.3% | 2026-Q2 |
| UBS Group AG added | 1,929,691 | $19M | 6.3% | 2026-Q2 |
| Next Capital Management LLC added | 1,899,667 | $19M | 6.2% | 2026-Q2 |
| MORGAN STANLEY trimmed | 1,530,893 | $15M | 5.0% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 1,141,719 | $12M | 3.7% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP new | 1,078,291 | $11M | 3.5% | 2026-Q2 |
| Invesco Ltd. trimmed | 1,052,384 | $11M | 3.4% | 2026-Q2 |
| Legal & General Group Plc added | 789,579 | $8M | 2.6% | 2026-Q2 |
| Muzinich & Co., Inc. added | 744,421 | $8M | 2.4% | 2026-Q2 |
| Sumitomo Mitsui Trust Group, Inc. | 549,575 | $6M | 1.8% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 527,873 | $5M | 1.7% | 2026-Q2 |
| CURA WEALTH ADVISORS, LLC trimmed | 512,823 | $5M | 1.7% | 2026-Q2 |
| FRANKLIN RESOURCES INC added | 441,518 | $4M | 1.4% | 2026-Q2 |
| Beach Point Capital Management LP new | 440,361 | $4M | 1.4% | 2026-Q2 |
| CONDOR CAPITAL MANAGEMENT trimmed | 431,882 | $4M | 1.4% | 2026-Q2 |
| CASTLEKEEP INVESTMENT ADVISORS LLC added | 414,657 | $4M | 1.3% | 2026-Q2 |
| Ethos Financial Group, LLC trimmed | 391,814 | $4M | 1.3% | 2026-Q2 |
| Foundations Investment Advisors, LLC trimmed | 387,610 | $4M | 1.3% | 2026-Q2 |
| BlackRock, Inc. trimmed | 383,938 | $4M | 1.2% | 2026-Q2 |
| D.A. DAVIDSON & CO. added | 374,284 | $4M | 1.2% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 302,773 | $3M | 1.0% | 2026-Q2 |
| United Advisor Group, LLC trimmed | 264,846 | $3M | 0.9% | 2026-Q2 |
| Advisors Asset Management, Inc. trimmed | 245,688 | $2M | 0.8% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 245,485 | $2M | 0.8% | 2026-Q2 |
| LPL Financial LLC trimmed | 236,649 | $2M | 0.8% | 2026-Q2 |
| Saba Capital Management, L.P. new | 215,136 | $2M | 0.7% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 213,203 | $2M | 0.7% | 2026-Q2 |
| LAZARD ASSET MANAGEMENT LLC added | 207,239 | $2M | 0.7% | 2026-Q2 |
| Naviter Wealth, LLC trimmed | 187,298 | $2M | 0.6% | 2026-Q2 |
| NEUBERGER BERMAN GROUP LLC trimmed | 186,679 | $2M | 0.6% | 2026-Q2 |
| Cerity Partners LLC added | 151,634 | $2M | 0.5% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP trimmed | 146,152 | $1M | 0.5% | 2026-Q2 |
| Almitas Capital LLC | 140,477 | $1M | 0.5% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. added | 133,313 | $1M | 0.4% | 2026-Q2 |
| SHARPEPOINT LLC added | 132,029 | $1M | 0.4% | 2026-Q2 |
| DNB Asset Management AS trimmed | 127,082 | $1M | 0.4% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 122,100 | $1M | 0.4% | 2026-Q2 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC added | 118,551 | $1M | 0.4% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 118,353 | $1M | 0.4% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 108,333 | $1M | 0.4% | 2026-Q2 |
| Focus Partners Wealth trimmed | 102,066 | $1M | 0.3% | 2026-Q2 |
| Arkadios Wealth Advisors added | 101,306 | $1M | 0.3% | 2026-Q2 |
| Y-Intercept (Hong Kong) Ltd new | 98,743 | $995K | 0.3% | 2026-Q2 |
| Bayshore Capital Advisors, LLC added | 97,580 | $984K | 0.3% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. added | 96,801 | $976K | 0.3% | 2026-Q2 |
| Hennion & Walsh Asset Management, Inc. trimmed | 80,291 | $809K | 0.3% | 2026-Q2 |
| STEPHENS INC /AR/ trimmed | 79,860 | $805K | 0.3% | 2026-Q2 |
| XTX Topco Ltd trimmed | 77,805 | $784K | 0.3% | 2026-Q2 |
| Garner Asset Management Corp trimmed | 74,376 | $750K | 0.2% | 2026-Q2 |
| Sigma Planning Corp trimmed | 72,677 | $733K | 0.2% | 2026-Q2 |
| Lido Advisors, LLC added | 69,529 | $701K | 0.2% | 2026-Q2 |
| VARCOV Co. trimmed | 69,192 | $697K | 0.2% | 2026-Q2 |
| Camelot Portfolios, LLC added | 62,646 | $631K | 0.2% | 2026-Q2 |
| Millennium Capital Advisors, LLC trimmed | 61,822 | $623K | 0.2% | 2026-Q2 |
| Capital Investment Advisors, LLC trimmed | 55,306 | $557K | 0.2% | 2026-Q2 |
| DENALI ADVISORS LLC trimmed | 54,554 | $550K | 0.2% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. added | 54,303 | $547K | 0.2% | 2026-Q2 |
| Headlands Technologies LLC added | 51,819 | $522K | 0.2% | 2026-Q2 |
| CIDEL ASSET MANAGEMENT INC new | 50,300 | $507K | 0.2% | 2026-Q2 |
| Alpine Global Management, LLC trimmed | 45,537 | $459K | 0.1% | 2026-Q2 |
| NewGen Asset Management Ltd added | 45,000 | $454K | 0.1% | 2026-Q2 |
| Virtus Investment Advisers, LLC trimmed | 43,045 | $434K | 0.1% | 2026-Q2 |
| LeClair Wealth Partners LLC | 40,885 | $412K | 0.1% | 2026-Q2 |
| PANORAMIC INVESTMENT ADVISORS, LLC trimmed | 40,780 | $411K | 0.1% | 2026-Q2 |
| TCFG Investment Advisors, LLC trimmed | 40,474 | $408K | 0.1% | 2026-Q2 |
| CAXTON ASSOCIATES LLP added | 39,649 | $400K | 0.1% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 38,582 | $389K | 0.1% | 2026-Q2 |
| MERIDIAN INVESTMENT COUNSEL INC. trimmed | 38,558 | $389K | 0.1% | 2026-Q2 |
| Schonfeld Strategic Advisors LLC trimmed | 37,693 | $380K | 0.1% | 2026-Q2 |
| SHUFRO ROSE & CO LLC | 37,267 | $376K | 0.1% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 36,922 | $372K | 0.1% | 2026-Q2 |
| Closed-End Fund Advisors, Inc. trimmed | 32,967 | $332K | 0.1% | 2026-Q2 |
| Trexquant Investment LP trimmed | 30,856 | $311K | 0.1% | 2026-Q2 |
| Brevan Howard Capital Management LP trimmed | 30,326 | $306K | 0.1% | 2026-Q2 |
| JPMORGAN CHASE & CO | 29,522 | $297K | 0.1% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 28,906 | $291K | 0.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 27,224 | $274K | 0.1% | 2026-Q2 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added | 26,147 | $265K | 0.1% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 26,127 | $263K | 0.1% | 2026-Q2 |
| Tyche Wealth Partners LLC added | 26,000 | $262K | 0.1% | 2026-Q2 |
| &PARTNERS added | 24,077 | $243K | 0.1% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC trimmed | 23,532 | $237K | 0.1% | 2026-Q2 |
| DKM Wealth Management, Inc. | 23,500 | $237K | 0.1% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 22,547 | $227K | 0.1% | 2026-Q2 |
| Generali Investments CEE, investicni spolecnost, a.s. | 22,281 | $225K | 0.1% | 2026-Q2 |
| Stratos Wealth Partners, LTD. trimmed | 22,200 | $224K | 0.1% | 2026-Q2 |
| B. Riley Wealth Advisors, Inc. trimmed | 20,014 | $201K | 0.1% | 2026-Q2 |
| Squarepoint Ops LLC trimmed | 19,932 | $201K | 0.1% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 18,756 | $189K | 0.1% | 2026-Q2 |
| Everstar Asset Management, LLC | 18,650 | $188K | 0.1% | 2026-Q2 |
| Onyx Bridge Wealth Group LLC added | 18,637 | $188K | 0.1% | 2026-Q2 |
| ProShare Advisors LLC trimmed | 17,245 | $174K | 0.1% | 2026-Q2 |
| Americana Partners, LLC | 16,952 | $171K | 0.1% | 2026-Q2 |
| Private Advisor Group, LLC added | 16,773 | $169K | 0.1% | 2026-Q2 |
| Advisory Services Network, LLC added | 15,622 | $157K | 0.1% | 2026-Q2 |
| FOX RUN MANAGEMENT, L.L.C. added | 15,368 | $155K | 0.0% | 2026-Q2 |
| Creative Planning added | 14,914 | $150K | 0.0% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.