Company · Ownership research

MidCap Financial Investment Corp MFIC

CIK 0001278752 · CUSIP 03761U502

Insider tradingInitial holdingsInstitutional holders

Quarter-end disclosures, not live holdings.

Several CUSIPs are reported for this company; this page shows CUSIP 03761U502 (MFIC), not CUSIP 03761U952 (MFIC), CUSIP 03761U902 (MFIC), and does not merge CUSIPs.

This page lists the top 20 of 113 rows by value; the complete set is available through the API.

Some filings reported values in thousands; those figures were scaled ×1,000 to dollars.

Top 20 institutions

Weight means this stock's share of the manager's own portfolio.

By reported value

#	Manager	Value	Manager weight	Change vs prior	Source
01	UBS Group AG CIK 1610520 · View history	$17.39M 1,989,984 shares	0.00%	+60.29K(+3.10%)Added	SEC filing ↗ Nov 10, 2026	▾
02	Invesco Ltd. CIK 914208 · View history	$11.90M 1,361,625 shares	0.00%	+309.24K(+29.40%)Added	SEC filing ↗ Nov 12, 2026	▾
03	Russell Investments Group, Ltd. CIK 1692234 · View history	$10.24M 1,172,112 shares	0.01%	+30.39K(+2.70%)Added	SEC filing ↗ Nov 6, 2026	▾
04	Ethos Financial Group, LLC CIK 1954242 · View history	$7.14M 815,887 shares	0.38%	+424.07K(+108.20%)Added	SEC filing ↗ Nov 12, 2026	▾
05	Muzinich & Co., Inc. CIK 1618824 · View history	$6.62M 757,054 shares	2.20%	+12.63K(+1.70%)Added	SEC filing ↗ Oct 22, 2026	▾
06	Sumitomo Mitsui Trust Group, Inc. CIK 1475365 · View history	$4.80M 549,575 shares	0.00%	0(0.00%)Unchanged	SEC filing ↗ Oct 29, 2026	▾
07	CONDOR CAPITAL MANAGEMENT CIK 1082491 · View history	$3.81M 435,851 shares	0.28%	+3.97K(+0.90%)Added	SEC filing ↗ Nov 6, 2026	▾
08	FRANKLIN RESOURCES INC CIK 38777 · View history	$3.65M 353,432 shares	0.00%	-88.09K(-20.00%)Reduced	SEC filing ↗ Nov 12, 2026	▾
09	Foundations Investment Advisors, LLC CIK 1743404 · View history	$3.47M 397,575 shares	0.03%	+9.96K(+2.60%)Added	SEC filing ↗ Nov 12, 2026	▾
10	Janney Montgomery Scott LLC CIK 1329948 · View history	$3.38M 386,204 shares	0.01%	-7.43K(-1.90%)Reduced	SEC filing ↗ Nov 12, 2026	▾
11	D.A. DAVIDSON & CO. CIK 1080107 · View history	$3.22M 367,935 shares	0.02%	-6.35K(-1.70%)Reduced	SEC filing ↗ Oct 28, 2026	▾
12	RAYMOND JAMES FINANCIAL INC CIK 720005 · View history	$2.90M 331,599 shares	0.00%	-196.27K(-37.20%)Reduced	SEC filing ↗ Nov 12, 2026	▾
13	United Advisor Group, LLC CIK 2004873 · View history	$2.30M 263,690 shares	0.23%	-1.16K(-0.40%)Reduced	SEC filing ↗ Nov 3, 2026	▾
14	Advisors Asset Management, Inc. CIK 1297376 · View history	$2.30M 263,419 shares	0.04%	+17.73K(+7.20%)Added	SEC filing ↗ Nov 10, 2026	▾
15	Beach Point Capital Management LP CIK 1453885 · View history	$2.10M 240,361 shares	0.94%	-200.00K(-45.40%)Reduced	SEC filing ↗ Oct 20, 2026	▾
16	LPL Financial LLC CIK 1403438 · View history	$2.00M 229,178 shares	0.00%	-7.47K(-3.20%)Reduced	SEC filing ↗ Nov 6, 2026	▾
17	Y-Intercept (Hong Kong) Ltd CIK 1772875 · View history	$1.66M 190,062 shares	0.04%	+91.32K(+92.50%)Added	SEC filing ↗ Oct 16, 2026	▾
18	SHARPEPOINT LLC CIK 2046822 · View history	$1.26M 150,612 shares	0.69%	+18.58K(+14.10%)Added	SEC filing ↗ Nov 12, 2026	▾
19	J.W. COLE ADVISORS, INC. CIK 1404763 · View history	$1.17M 133,895 shares	0.02%	+582(+0.40%)Added	SEC filing ↗ Nov 5, 2026	▾
20	DNB Asset Management AS CIK 1456670 · View history	$1.11M 127,082 shares	0.00%	0(0.00%)Unchanged	SEC filing ↗ Nov 12, 2026	▾

Showing 20 / 113 institutions. The complete set is available through the API.

Coverage & totals by quarter

Reporting institutions

113

Cancelled or null records excluded

Disclosed shares

12,605,827

Not deduplicated across managers

Disclosed value

$110.70M

Not market cap or free float

Reporting institutions by quarter

Counts also change with data coverage and reporting entities; they do not measure net buying. Distinct managers with a live stock row in this CUSIP; totals may include overlapping filings and are not a share of the company.

MidCap Financial Investment Corp · Q3 2026

Explore all 113 reporting institutions.

This page includes 20 of 113 reporting institutions. Log in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.

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Sources, coverage & how to read this data

Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.