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

(7 Elite)

$175.4M

Total Value

46% (68)

Consensus

31 buying - 37 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

7 elite

Who's Trading

Source dates: Price Oct 15, 2026 · Insiders Jan 9, 2026 · Activists none · Congress none

InsiderSJSTEIN ELLIOT JRVest 566 shJul 22, 2024

InsiderSJSTEIN ELLIOT JRVest 668 shJul 22, 2024

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Top Holders

Top Holders (68)History

AllNewIncreasedHeldDecreasedExitedFirst report

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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%	+36.27%	34
SOSOROS FUND MANAGEMENT LLC	Unchanged	1.9M	$19.6M	0.2%	-19.49%	0
UBS Group AG	Increased	1.9M(+6.1%)	$19.5M	0.0%	-17.83%	30
MORGAN STANLEY	Decreased	1.5M(-5.2%)	$15.4M	0.0%	-22.97%	0
Russell Investments Group, Ltd.	Increased	1.1M(+45.8%)	$11.5M	0.0%	-17.27%	38
WELLINGTON MANAGEMENT GROUP LLP	New	1.1M	$10.9M	0.0%	-12.87%	38
Invesco Ltd.	Decreased	1.1M(-18.7%)	$10.6M	0.0%	-6.93%	0
Legal & General Group Plc	Increased	789,579(+8.8%)	$8M	0.0%	+5.82%	30
Sumitomo Mitsui Trust Group, Inc.	Unchanged	549,575	$5.5M	0.0%	+1.84%	0
RAYMOND JAMES FINANCIAL INC	Decreased	527,873(-13.1%)	$5.3M	0.0%	-19.07%	0
FRANKLIN TEMPLETON INC	Increased	441,518(+3.0%)	$4.5M	0.0%	-21.58%	28
BlackRock, Inc.	Decreased	383,938(-4.9%)	$3.9M	0.0%	-20.07%	0
D.A. DAVIDSON & CO.	Increased	374,284(+3.7%)	$3.8M	0.0%	-8.69%	28
WELLS FARGO & COMPANY/MN	Increased	302,773(+1.5%)	$3.1M	0.0%	-14.78%	27
CITADEL ADVISORS LLC	Increased	245,485(+776.8%)	$2.5M	0.0%	-13.68%	42
LPL Financial LLC	Decreased	236,649(-9.6%)	$2.4M	0.0%	-14.11%	0
Saba Capital Management, L.P.	New	215,136	$2.2M	0.1%	-12.87%	36
ROYAL BANK OF CANADA	Decreased	213,203(-0.8%)	$2.1M	0.0%	-15.57%	0
LAZARD ASSET MANAGEMENT LLC	Increased	207,239(+152.6%)	$2.1M	0.0%	-16.11%	42
Neuberger Berman Group LLC	Decreased	186,679(-8.6%)	$1.9M	0.0%	+2.53%	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