MIDCAP FINANCIAL INVESTMENT MFIC
$9.98
-1.4% 52w: $9.11 – $11.91
Latest 13F among current holders filed 19 days ago (Jun 16, 2026)
Price — last 12 months
research preview data9.1110.5111.91
Jun 20, 2025 Jul 2, 2026
Institutional holders
176
-17 QoQ
13F value
$357.7M
-1.4% QoQ
Smart-money holders
15
signal tier ≥ 2
New smart buyers
4
Q1 2026
Options barometer
0.6×
$2.1M calls / $3.4M puts
Institutional value by quarter
Number of holders
Who owns MFIC?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| THORNBURG INVESTMENT MANAGEMENT INC ★2 | Fundamental diversified | 3.2M | $36.4M | 0.4% | +3.2% |
| Apollo Management Holdings, L.P. ★2 | Fundamental concentrated | 2.3M | $26.4M | 0.5% | -1.7% |
| SOROS FUND MANAGEMENT LLC ★2 | Value conviction | 1.9M | $21.9M | 0.4% | New |
| Next Capital Management LLC | Wealth advisor | 1.9M | $21.0M | 6.4% | +26.1% |
| UBS Group AG | Bank broker | 1.8M | $20.4M | 0.0% | -10.2% |
| VAN ECK ASSOCIATES CORP | Diversified mechanical | 1.8M | $20.4M | 0.0% | -22.0% |
| MORGAN STANLEY | Bank broker | 1.6M | $18.1M | 0.0% | -7.4% |
| Invesco Ltd. | Index provider | 1.3M | $14.6M | 0.0% | +42.1% |
| Russell Investments Group, Ltd. | Diversified mechanical | 783.2K | $8.8M | 0.0% | +196.3% |
| Legal & General Group Plc | Diversified mechanical | 725.4K | $8.2M | 0.0% | +11.3% |
| Muzinich & Co., Inc. ★3 | Fundamental concentrated | 716.5K | $8.1M | 2.8% | +0.2% |
| VICTORY CAPITAL MANAGEMENT INC | Diversified mechanical | 654.2K | $7.4M | 0.0% | New |
| CURA WEALTH ADVISORS, LLC ★2 | Fundamental diversified | 613.9K | $6.9M | 3.1% | -4.4% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 607.5K | $6.8M | 0.0% | +24.9% |
| Sumitomo Mitsui Trust Group, Inc. | Diversified mechanical | 549.6K | $6.2M | 0.0% | Held |
| ARES MANAGEMENT LLC ★3 | Fundamental concentrated | 545.5K | $6.1M | 0.4% | Held |
| Callodine Capital Management, LP ★3 | Fundamental concentrated | 458.1K | $5.1M | 0.4% | -5.2% |
| CONDOR CAPITAL MANAGEMENT | Wealth advisor | 434.2K | $4.9M | 0.4% | -4.8% |
| Foundations Investment Advisors, LLC | Wealth advisor | 433.5K | $4.9M | 0.1% | -10.9% |
| FRANKLIN RESOURCES INC | Long only active | 428.6K | $4.8M | 0.0% | -3.7% |
| BlackRock, Inc. | Index provider | 403.9K | $4.5M | 0.0% | +27.7% |
| Ethos Financial Group, LLC | Wealth advisor | 393.6K | $4.5M | 0.3% | Held |
| CASTLEKEEP INVESTMENT ADVISORS LLC | Wealth advisor | 396.2K | $4.5M | 2.4% | +2.9% |
| D.A. DAVIDSON & CO. | Wealth advisor | 360.8K | $4.1M | 0.0% | +3.1% |
| XTX Topco Ltd | Market maker | 342.3K | $3.8M | 0.1% | +153.0% |
| WELLS FARGO & COMPANY/MN | Bank broker | 298.3K | $3.4M | 0.0% | -2.1% |
| United Advisor Group, LLC | Wealth advisor | 270.1K | $3.0M | 0.4% | +5.6% |
| LPL Financial LLC | Bank broker | 261.7K | $2.9M | 0.0% | -17.6% |
| Advisors Asset Management, Inc. | Diversified mechanical | 255.3K | $2.9M | 0.0% | +2.9% |
| BI Asset Management Fondsmaeglerselskab A/S | Other | 249.3K | $2.8M | 0.0% | +3.3% |
| TWO SIGMA INVESTMENTS, LP | Quant stat arb | 248.5K | $2.8M | 0.0% | -35.9% |
| ROYAL BANK OF CANADA | Bank broker | 214.9K | $2.4M | 0.0% | -1.9% |
| NEUBERGER BERMAN GROUP LLC | Diversified mechanical | 204.2K | $2.3M | 0.0% | -0.7% |
| Naviter Wealth, LLC | Other | 197.5K | $2.2M | 0.3% | +18.2% |
| VARCOV Co. | Quant stat arb | 178.9K | $2.0M | 0.7% | +653.9% |
| DNB Asset Management AS | Other | 153.4K | $1.7M | 0.0% | Held |
| Lansforsakringar Fondforvaltning AB (publ) | Other | 145.6K | $1.6M | 0.0% | +22.1% |
| Almitas Capital LLC ★2 | Fundamental diversified | 140.5K | $1.6M | 0.4% | +3.7% |
| J.W. COLE ADVISORS, INC. | Diversified mechanical | 132.6K | $1.5M | 0.1% | -0.4% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 131.5K | $1.5M | 0.0% | -10.4% |
| Focus Partners Wealth | Wealth advisor | 130.8K | $1.5M | 0.0% | +28.1% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 128.3K | $1.4M | 0.0% | -9.1% |
| SHARPEPOINT LLC | Other | 124.2K | $1.4M | 0.8% | +19.9% |
| D. E. Shaw & Co., Inc. | Quant stat arb | 123.6K | $1.4M | 0.0% | +3.0% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | Other | 117.2K | $1.3M | 0.0% | -5.0% |
| Magnetar Financial LLC | Quant stat arb | 112.6K | $1.3M | 0.0% | New |
| Global Wealth Management Investment Advisory, Inc. | Other | 112.4K | $1.3M | 0.2% | +15.6% |
| CANADA LIFE ASSURANCE Co | Diversified mechanical | 101.4K | $1.1M | 0.0% | +126.9% |
| Arkadios Wealth Advisors | Wealth advisor | 101.3K | $1.1M | 0.0% | -1.6% |
| LSV ASSET MANAGEMENT | Other | 96.1K | $1.1M | 0.0% | Held |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.