MIDCAP FINANCIAL INVSTMNT CO

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MFIC·03761U502·US·Common Stock·Financial Services - Asset Management

MFIC (MIDCAP FINANCIAL INVSTMNT CO) is held by 68 institutional investors as of Q2 2026. Largest holders: Apollo Management Holdings, L.P. ($23.7M), SOROS FUND MANAGEMENT LLC ($19.6M), UBS Group AG ($19.5M). Net institutional sentiment: Mixed.

68

Holders

(8 Elite)

$175.3M

Total Value

47% (68)

Consensus

32 buying - 36 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)39

Insider (Form 4)72

Activist (13D/13G)48

Congressional (STOCK Act)76

Holder Quality

86

★★★★★

Elite

56

★★★★

Strong

14

★★★

Solid

52

★★

Below

73

★

Weak

Held by 68 funds

8 elite

Who's Trading

Source dates: Price Aug 28, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for MFIC.

Top Holders

Top Holders (68)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
Apollo Management Holdings, L.P.	Increased	2.3M	$23.7M	0.3%	+28.41%	34
SOSOROS FUND MANAGEMENT LLC	Unchanged	1.9M	$19.6M	0.2%	-7.85%	0
UBS Group AG	Increased	1.9M(+6.1%)	$19.5M	0.0%	-15.23%	30
MORGAN STANLEY	Decreased	1.5M(-5.2%)	$15.4M	0.0%	-20.73%	0
Russell Investments Group, Ltd.	Increased	1.1M(+45.8%)	$11.5M	0.0%	-8.93%	38
WELLINGTON MANAGEMENT GROUP LLP	New	1.1M	$10.9M	0.0%	-4.56%	38
Invesco Ltd.	Decreased	1.1M(-18.7%)	$10.6M	0.0%	+0.94%	0
Legal & General Group Plc	Increased	789,579(+8.8%)	$8M	0.0%	+10.50%	30
Sumitomo Mitsui Trust Group, Inc.	Unchanged	549,575	$5.5M	0.0%	+4.34%	0
RAYMOND JAMES FINANCIAL INC	Decreased	527,873(-13.1%)	$5.3M	0.0%	-14.98%	0
FRANKLIN RESOURCES INC	Increased	441,518(+3.0%)	$4.5M	0.0%	-19.24%	28
BlackRock, Inc.	Decreased	383,938(-4.9%)	$3.9M	0.0%	-17.14%	0
D.A. DAVIDSON & CO.	Increased	374,284(+3.7%)	$3.8M	0.0%	-5.43%	28
WELLS FARGO & COMPANY/MN	Increased	302,773(+1.5%)	$3.1M	0.0%	-15.71%	27
CITADEL ADVISORS LLC	Increased	245,485(+776.8%)	$2.5M	0.0%	-4.95%	42
LPL Financial LLC	Decreased	236,649(-9.6%)	$2.4M	0.0%	-11.90%	0
Saba Capital Management, L.P.	New	215,136	$2.2M	0.1%	-4.56%	36
ROYAL BANK OF CANADA	Decreased	213,203(-0.8%)	$2.1M	0.0%	-18.92%	0
LAZARD ASSET MANAGEMENT LLC	Increased	207,239(+152.6%)	$2.1M	0.0%	-10.56%	42
Neuberger Berman Group LLC	Decreased	186,679(-8.6%)	$1.9M	0.0%	+5.32%	0

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer