MidCap Financial Investment Cor (MFIC) is held by institutional investors who disclose positions via SEC 13F filings. View the full list of institutional holders on HoldingsIntel.

Are institutions buying or selling MFIC?

HoldingsIntel tracks quarter-over-quarter changes in institutional positions for MidCap Financial Investment Cor, showing new buyers, position increases, decreases, and exits with conviction-weighted sentiment.

What is the Smart Money Verdict on MFIC?

The Smart Money Verdict combines four independent signals (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for MidCap Financial Investment Cor.

Is institutional money flowing into MFIC?

68 institutional investors hold MidCap Financial Investment Cor (MFIC). View detailed buyer/seller breakdown on HoldingsIntel.

What do hedge funds think about MFIC?

Track institutional sentiment and conviction scores for MidCap Financial Investment Cor (MFIC) including Smart Money Verdict and position changes on HoldingsIntel.

MidCap Financial Investment Cor

MFIC·03761U502·US·equity·Financial Services - Asset Management

MFIC (MidCap Financial Investment Cor) is held by 68 institutional investors as of Q4 2025. Largest holders: Apollo Management Holdings, L.P. ($27.3M), UBS Group AG ($23.2M), MORGAN STANLEY ($19.9M). Net institutional sentiment: Mixed.

Holders

Avg rating(7 Elite)

$164.1M

Total Value

48% (72)

Fund Consensus

32 buying - 34 selling

Smart Money VerdictView all

56Mixed MomentumSingle Source

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See how MFIC's score breaks down across 4 SEC sources

Held by 68 funds

7 elite

No recent insider, activist, or congressional trades found for this stock

13F: Dec 31, 2025Insider & Congress: Updated regularly

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
Apollo Management Holdings, L.P.	Increased	2.4M	$27.3M	0.2%	+52.40%	34
UBS Group AG	Increased	2M(+19.0%)	$23.2M	0.0%	-8.63%	34
MORGAN STANLEY	Decreased	1.7M(-9.0%)	$19.9M	0.0%	-13.97%	0
Invesco Ltd.	Increased	911,041(+3.5%)	$10.4M	0.0%	+14.13%	29
Legal & General Group Plc	Increased	651,851(+12.8%)	$7.4M	0.0%	+24.66%	31
Sumitomo Mitsui Trust Group, Inc.	Increased	549,575(+9.2%)	$6.3M	0.0%	+13.24%	30
RAYMOND JAMES FINANCIAL INC	Increased	486,406(+337.1%)	$5.6M	0.0%	-9.47%	44
FRANKLIN RESOURCES INC	Decreased	445,302(-42.2%)	$5.1M	0.0%	-12.76%	0
TWO SIGMA INVESTMENTS, LP	Increased	387,499(+119.5%)	$4.4M	0.0%	-3.26%	43
D.A. DAVIDSON & CO.	Increased	350,071(+1.8%)	$4M	0.0%	+2.67%	27
LPL Financial LLC	Decreased	317,470(-37.4%)	$3.6M	0.0%	-4.39%	0
BlackRock, Inc.	Decreased	316,204(-2.7%)	$3.6M	0.0%	-12.53%	0
WELLS FARGO & COMPANY/MN	Decreased	304,699(-43.9%)	$3.5M	0.0%	-8.68%	0
Russell Investments Group, Ltd.	New	264,315	$3M	0.0%	-8.90%	37
JANE STREET GROUP, LLC	New	250,307	$2.9M	0.0%	-8.90%	36
ROYAL BANK OF CANADA	Decreased	219,049(-3.0%)	$2.5M	0.0%	-12.85%	0
Neuberger Berman Group LLC	Decreased	205,660(-10.3%)	$2.4M	0.0%	+14.30%	0
Cerity Partners LLC	New	199,049	$2.3M	0.0%	-8.90%	36
AMERIPRISE FINANCIAL INC	Decreased	173,655(-58.4%)	$2M	0.0%	+11.39%	0
DnB Asset Management AS	Decreased	153,358(-6.5%)	$1.8M	0.0%	+16.99%	0
OSAIC HOLDINGS, INC.	Increased	146,759(+4.6%)	$1.7M	0.0%	+17.81%	27
BANK OF AMERICA CORP /DE/	Decreased	141,045(-6.0%)	$1.6M	0.0%	-13.14%	0
XTX Topco Ltd	New	135,297	$1.5M	0.0%	-8.90%	35
LAZARD ASSET MANAGEMENT LLC	Increased	125,395(+35.2%)	$1.4M	0.0%	-11.44%	33
D. E. Shaw & Co., Inc.	Increased	119,977(+700.4%)	$1.4M	0.0%	-9.03%	41
Lansforsakringar Fondforvaltning AB (publ)	New	119,214	$1.4M	0.0%	-8.90%	35
Focus Partners Wealth	New	102,066	$1.2M	0.0%	-8.90%	35
Trexquant Investment LP	Increased	101,212(+101.7%)	$1.2M	0.0%	-9.58%	41
COMERICA BANK	Decreased	86,137(-0.3%)	$985,407	0.0%	-12.35%	0
HighTower Advisors, LLC	Decreased	74,877(-16.7%)	$856,598	0.0%	+17.77%	0
Lido Advisors, LLC	Increased	64,821(+8.6%)	$773,747	0.0%	-7.37%	27
BNP PARIBAS FINANCIAL MARKETS	Increased	65,100(+1317.7%)	$744,744	0.0%	-8.97%	40
STIFEL FINANCIAL CORP	Decreased	55,629(-63.1%)	$636,393	0.0%	-4.75%	0
ENVESTNET ASSET MANAGEMENT INC	Decreased	54,735(-3.9%)	$626,168	0.0%	-11.84%	0
JPMORGAN CHASE & CO	Decreased	44,466(-14.9%)	$508,691	0.0%	-13.14%	0
MARSHALL WACE, LLP	Increased	42,940(+156.2%)	$491,234	0.0%	-9.30%	39
NORTHERN TRUST CORP	Decreased	40,242(-11.5%)	$460,368	0.0%	-10.82%	0
Brevan Howard Capital Management LP	Increased	34,964(+102.9%)	$399,988	0.0%	-10.58%	38
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	34,648(-92.7%)	$396,365	0.0%	+3.78%	0
Steward Partners Investment Advisory, LLC	Decreased	34,497(-3.9%)	$394,640	0.0%	-0.35%	0
SUSQUEHANNA INTERNATIONAL GROUP, LLP	New	32,841	$375,701	0.0%	-8.90%	36
Verition Fund Management LLC	Unchanged	30,400	$347,776	0.0%	-11.15%	0
Cetera Investment Advisers	Decreased	28,415(-14.1%)	$325,068	0.0%	-10.11%	0
Virtu Financial LLC	Increased	26,960(+22.0%)	$308,000	0.0%	-9.74%	28
TWO SIGMA ADVISERS, LP	Decreased	24,254(-57.2%)	$277,466	0.0%	+3.71%	0
NewEdge Advisors, LLC	Decreased	23,927(-0.8%)	$273,726	0.0%	+21.26%	0
US BANCORP \DE\	Unchanged	21,026	$240,537	0.0%	+22.25%	0
TRUIST FINANCIAL CORP	Decreased	19,250(-27.2%)	$220,220	0.0%	-7.23%	0
ProShare Advisors LLC	Decreased	18,531(-5.6%)	$211,995	0.0%	-14.62%	0
Squarepoint Ops LLC	New	18,322	$209,604	0.0%	-8.90%	32
GOLDMAN SACHS GROUP INC	Decreased	16,795(-22.9%)	$192,135	0.0%	-9.92%	0
&PARTNERS	Increased	16,652(+13.9%)	$175,050	0.0%	-12.13%	26
Creative Planning	Decreased	14,142(-16.3%)	$161,789	0.0%	-4.55%	0
PNC FINANCIAL SERVICES GROUP, INC.	Unchanged	14,142	$161,784	0.0%	-10.05%	0
HB Wealth Management, LLC	Increased	13,667(+3.3%)	$156,355	0.0%	-15.28%	23
OneDigital Investment Advisors LLC	Decreased	11,936(-23.6%)	$136,548	0.0%	-9.69%	0
Williams Jones Wealth Management, LLC.	Unchanged	10,901	$124,710	0.0%	-9.69%	0
GUGGENHEIM CAPITAL LLC	Decreased	10,377(-0.0%)	$118,713	0.0%	-12.34%	0
Kestra Advisory Services, LLC	New	9,490	$108,565	0.0%	-8.90%	30
Rockefeller Capital Management L.P.	Decreased	5,480(-93.1%)	$62,702	0.0%	+25.48%	0
JONES FINANCIAL COMPANIES LLLP	Increased	3,884(+24.7%)	$44,433	0.0%	-10.28%	17
CIBC Private Wealth Group LLC	Unchanged	3,675	$42,042	0.0%	-13.92%	0
Allworth Financial LP	Increased	3,356(+4.1%)	$38,393	0.0%	-11.72%	21
NOMURA ASSET MANAGEMENT CO LTD	Decreased	1,138(-84.2%)	$13,019	0.0%	-9.47%	0
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Increased	896(+59.1%)	$10,250	0.0%	-9.08%	17
Farther Finance Advisors, LLC	Increased	620(+6.2%)	$7,093	0.0%	-5.81%	17
ASSETMARK, INC	Unchanged	500	$5,720	0.0%	-11.15%	0
GROUP ONE TRADING LLC	Decreased	99(-94.8%)	$1,133	0.0%	-10.38%	0
Kovitz Investment Group Partners, LLC	Exited	0(-100.0%)	$1.2M	0.0%	-2.49%	0
PRICE T ROWE ASSOCIATES INC /MD/	Exited	0(-100.0%)	$364	0.0%	-1.12%	0
Wealthspire Advisors, LLC	Exited	0(-100.0%)	$123,916	0.0%	-2.43%	0
MILLENNIUM MANAGEMENT LLC	Exited	0(-100.0%)	$1.5M	0.0%	-2.58%	0

MidCap Financial Investment Cor

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