Company · Ownership research

MidCap Financial Investment Corp MFIC

CIK 0001278752 · CUSIP 03761U502

Insider trading Initial holdings Institutional 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 171 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	THORNBURG INVESTMENT MANAGEMENT INC CIK 1145020 · View history	$37.78M 2,937,783 shares	0.08%	0(0.00%)Unchanged	SEC filing ↗ May 8, 2025	▾
02	Apollo Management Holdings, L.P. CIK 1449434 · View history	$30.72M 2,388,852 shares	0.70%	-78.85K(-3.20%)Reduced	SEC filing ↗ May 15, 2025	▾
03	VAN ECK ASSOCIATES CORP CIK 869178 · View history	$28.78M 2,237,727 shares	0.04%	-134.78K(-5.70%)Reduced	SEC filing ↗ May 15, 2025	▾
04	MORGAN STANLEY CIK 895421 · View history	$23.44M 1,823,054 shares	0.00%	+283.01K(+18.40%)Added	SEC filing ↗ May 15, 2025	▾
05	UBS Group AG CIK 1610520 · View history	$16.22M 1,261,303 shares	0.00%	+525.92K(+71.50%)Added	SEC filing ↗ May 13, 2025	▾
06	Invesco Ltd. CIK 914208 · View history	$11.30M 878,563 shares	0.00%	+126.16K(+16.80%)Added	SEC filing ↗ May 12, 2025	▾
07	FRANKLIN RESOURCES INC CIK 38777 · View history	$8.40M 653,195 shares	0.00%	+210.55K(+47.60%)Added	SEC filing ↗ May 13, 2025	▾
08	CURA WEALTH ADVISORS, LLC CIK 2056729 · View history	$8.34M 648,600 shares	3.38%	+505.81K(+354.20%)Added	SEC filing ↗ May 15, 2025	▾
09	Legal & General Group Plc CIK 764068 · View history	$8.04M 624,977 shares	0.00%	+4.15K(+0.70%)Added	SEC filing ↗ May 15, 2025	▾
10	WELLS FARGO & COMPANY/MN CIK 72971 · View history	$7.51M 584,274 shares	0.00%	+31.06K(+5.60%)Added	SEC filing ↗ May 13, 2025	▾
11	LPL Financial LLC CIK 1403438 · View history	$7.23M 562,137 shares	0.00%	+138.45K(+32.70%)Added	SEC filing ↗ May 7, 2025	▾
12	ARES MANAGEMENT LLC CIK 1259313 · View history	$6.20M 482,032 shares	0.38%	0(0.00%)Unchanged	SEC filing ↗ May 15, 2025	▾
13	Advisors Asset Management, Inc. CIK 1297376 · Amended · View history	$6.09M 473,883 shares	0.11%	+11.31K(+2.40%)Added	SEC filing ↗ Aug 26, 2026	▾
14	NEUBERGER BERMAN GROUP LLC CIK 1465109 · Amended · View history	$6.07M 471,796 shares	0.01%	+66.39K(+16.40%)Added	SEC filing ↗ Oct 27, 2026	▾
15	BlackRock, Inc. CIK 2012383 · View history	$5.92M 460,375 shares	0.00%	+100.86K(+28.10%)Added	SEC filing ↗ May 2, 2025	▾
16	Foundations Investment Advisors, LLC CIK 1743404 · View history	$5.50M 427,380 shares	0.10%	+27.35K(+6.80%)Added	SEC filing ↗ May 7, 2025	▾
17	Ethos Financial Group, LLC CIK 1954242 · View history	$5.36M 415,948 shares	0.51%	+396.82K(+2,074.60%)Added	SEC filing ↗ May 13, 2025	▾
18	Callodine Capital Management, LP CIK 1741675 · View history	$5.27M 409,850 shares	0.88%	+163.63K(+66.50%)Added	SEC filing ↗ May 14, 2025	▾
19	CONDOR CAPITAL MANAGEMENT CIK 1082491 · View history	$5.11M 397,086 shares	0.48%	+28.90K(+7.80%)Added	SEC filing ↗ May 12, 2025	▾
20	CASTLEKEEP INVESTMENT ADVISORS LLC CIK 1404780 · View history	$5.00M 388,822 shares	2.57%	+298.78K(+331.80%)Added	SEC filing ↗ May 2, 2025	▾

Showing 20 / 171 institutions. The complete set is available through the API.

Coverage & totals by quarter

Reporting institutions

171

Cancelled or null records excluded

Disclosed shares

27,741,801

Not deduplicated across managers

Disclosed value

$357.55M

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 · Q1 2025

Explore all 171 reporting institutions.

This page includes 20 of 171 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.