MIDCAP FINANCIAL INVSTMNT CO

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

MFIC (MIDCAP FINANCIAL INVSTMNT CO) is held by 64 institutional investors as of Q1 2026. Largest holders: Apollo Management Holdings, L.P. ($26.4M), SOROS FUND MANAGEMENT LLC ($21.9M), UBS Group AG ($20.4M). Net institutional sentiment: Mixed.

64

Holders

Avg rating(8 Elite)

$191.7M

Total Value

42% (74)

Fund Consensus

28 buying - 39 selling

Smart Money Verdict

View all

57Mixed MomentumSingle Source

Institutional (13F)57

Insider (Form 4)

No data

Activist (13D/13G)

No data

Congressional (STOCK Act)

No data

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

Holder Quality

8

★★★★★

Elite

29

★★★★

Strong

17

★★★

Solid

15

★★

Below

5

★

Weak

Held by 64 funds

8 elite

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

13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (64)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
Apollo Management Holdings, L.P.	Decreased	2.3M(-1.7%)	$26.4M	0.3%	+60.87%	0
SOSOROS FUND MANAGEMENT LLC	New	1.9M	$21.9M	0.2%	+5.56%	47
UBS Group AG	Decreased	1.8M(-10.2%)	$20.4M	0.0%	-3.56%	0
MORGAN STANLEY	Decreased	1.6M(-7.4%)	$18.1M	0.0%	-9.19%	0
Invesco Ltd.	Increased	1.3M(+42.1%)	$14.6M	0.0%	+15.63%	38
Russell Investments Group, Ltd.	Increased	783,193(+196.3%)	$8.8M	0.0%	+2.19%	44
Legal & General Group Plc	Increased	725,413(+11.3%)	$8.2M	0.0%	+28.38%	31
VICTORY CAPITAL MANAGEMENT INC	New	654,211	$7.4M	0.0%	+5.56%	38
RAYMOND JAMES FINANCIAL INC	Increased	607,486(+24.9%)	$6.8M	0.0%	-2.60%	33
Sumitomo Mitsui Trust Group, Inc.	Unchanged	549,575	$6.2M	0.0%	+19.53%	0
FRANKLIN RESOURCES INC	Decreased	428,642(-3.7%)	$4.8M	0.0%	-7.92%	0
BlackRock, Inc.	Increased	403,868(+27.7%)	$4.5M	0.0%	-5.09%	33
D.A. DAVIDSON & CO.	Increased	360,807(+3.1%)	$4.1M	0.0%	+8.29%	28
XTX Topco Ltd	Increased	342,330(+153.0%)	$3.8M	0.1%	+1.63%	43
WELLS FARGO & COMPANY/MN	Decreased	298,288(-2.1%)	$3.4M	0.0%	-3.61%	0
LPL Financial LLC	Decreased	261,745(-17.6%)	$2.9M	0.0%	+0.92%	0
TWO SIGMA INVESTMENTS, LP	Decreased	248,521(-35.9%)	$2.8M	0.0%	+2.11%	0
ROYAL BANK OF CANADA	Decreased	214,871(-1.9%)	$2.4M	0.0%	-8.01%	0
Neuberger Berman Group LLC	Decreased	204,156(-0.7%)	$2.3M	0.0%	+20.65%	0
DnB Asset Management AS	Unchanged	153,358	$1.7M	0.0%	+23.49%	0

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High Conviction Moves-Signal Convergence-Fund Consensus-Double-Down Signals

Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer