MidCap Financial Investment Ownership | Who Owns MidCap Financial Investment?

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MidCap Financial Investment Ownership Summary

MidCap Financial Investment is owned by 16.99% institutional investors, 0.85% insiders, and 82.16% retail investors. Thornburg investment management is the largest institutional shareholder, holding 4.50% of MFIC shares. Thornburg Investment Income Builder A is the top mutual fund, with 3.13% of its assets in MidCap Financial Investment shares.

MFIC Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	MidCap Financial Investment	16.99%	0.85%	82.16%
Sector	Financial Services Stocks	40.29%	14.61%	45.11%
Industry	Asset Management Stocks	33.12%	8.74%	58.14%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Thornburg investment management	2.94M	4.50%	$39.63M
Apollo management	2.47M	3.78%	$33.29M
Van eck associates	2.37M	3.64%	$32.01M
Allspring global investments	1.98M	3.03%	$26.92M
Invesco	752.41K	1.15%	$10.15M
Ubs group	735.39K	1.13%	$9.92M
Legal & general group	620.82K	0.95%	$8.37M
Wells fargo & company/mn	553.21K	0.85%	$7.46M
Ares management	482.03K	0.74%	$6.50M
Advisors asset management	462.58K	0.71%	$6.24M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Muzinich	194.04K	1.64%	$2.62M
M securities	1.01K	1.03%	$74.60K
Next capital management	174.73K	0.95%	$2.36M
Callodine capital management, lp	246.22K	0.69%	$3.32M
Camelot portfolios	45.30K	0.66%	$611.04K
Alpine global management	189.64K	0.60%	$2.56M
Thornburg investment management	2.94M	0.52%	$39.63M
Panoramic investment advisors	53.63K	0.47%	$723.47M
Apollo management	2.47M	0.46%	$33.29M
Condor capital management	368.19K	0.44%	$4.97M

Top Buyers

Holder	Shares	% Assets	Change
Ubs group	735.39K	0.00%	296.06K
Naviter wealth	186.50K	0.30%	186.50K
Ares management	482.03K	0.23%	172.03K
Callodine capital management, lp	246.22K	0.69%	153.10K
Legal & general group	620.82K	0.00%	145.40K

Top Sellers

Holder	Shares	% Assets	Change
Two sigma investments, lp	134.29K	0.00%	-264.88K
International assets investment management	24.72K	0.03%	-256.95K
Allspring global investments	1.98M	0.04%	-177.75K
Graniteshares advisors	-	-	-167.99K
Tudor investment corp et al	12.29K	0.00%	-157.63K

New Positions

Holder	Shares	% Assets	Change	Value
Naviter wealth	186.50K	0.30%	186.50K	$2.52M
Connor, clark & lunn investment management	95.52K	0.01%	95.52K	$1.29M
Raymond james financial	69.48K	0.00%	69.48K	$937.31K
First commonwealth financial corp /pa/	24.18K	0.08%	24.18K	$326.12K
Wiley bros.-aintree capital	19.11K	0.00%	19.11K	$260.47K

Sold Out

Holder	Change
Jaffetilchin investment partners	-71.00
Larson financial group	-393.00
Nbc securities	-700.00
Raleigh capital management	-750.00
Eastern bank	-1.80K

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Dec 31, 2024	99	-42.44%	11,087,546	-56.03%	16	1.14%	53	-59.23%	25	13.64%
Sep 30, 2024	172	35.43%	25,217,248	32.72%	38	4.56%	130	96.97%	22	-33.33%
Jun 30, 2024	127	-2.31%	19,000,165	-2.87%	29	3.24%	66	6.45%	33	-
Mar 31, 2024	130	2.36%	19,560,986	6.38%	29	3.78%	62	3.33%	33	-5.71%
Dec 31, 2023	127	4.96%	18,387,554	1.61%	28	3.66%	60	3.45%	35	12.90%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Thornburg Investment Income Builder A	2.94M	3.13%	-
Thornburg Investment Income Builder Sep	2.94M	3.13%	-
VanEck BDC Income ETF	2.07M	2.20%	-
Allspring Special Small Cap Value A	1.13M	1.20%	-492.40K
Invesco KBW High Dividend Yld Fincl ETF	873.75K	0.93%	1.43K
Putnam BDC Income ETF	619.68K	0.66%	66.22K
iShares Listed Private Eq ETF USD Dist	408.33K	0.44%	-
Dynamic Alternative Yield Series IP	250.00K	0.27%	-
Accelerate Diversified Credit Income ETF	186.64K	0.20%	16.58K
DNB Fund - Private Equity Retail B	180.88K	0.19%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
Mar 11, 2025	PEARLMAN EMANUEL R	-	Buy	$10.02K
Mar 11, 2025	Widra Howard	-	Buy	$619.99K
Mar 10, 2025	PEARLMAN EMANUEL R	-	Buy	$13.09K
Aug 03, 2022	Widra Howard	-	Buy	$260.13K
Aug 12, 2024	PEARLMAN EMANUEL R	-	Buy	$12.98K

Insider Transactions Trends

Date	Buy	Sell
2025 Q1	3	-
2024 Q3	1	-
2023 Q1	-	2
2022 Q3	-	-
2021 Q4	1	-

MFIC Ownership FAQ

Who Owns MidCap Financial Investment?

MidCap Financial Investment shareholders are primarily institutional investors at 16.99%, followed by 0.85% insiders and 82.16% retail investors. The average institutional ownership in MidCap Financial Investment's industry, Asset Management Stocks, is 33.12%, which MidCap Financial Investment falls below.

Who owns the most shares of MidCap Financial Investment?

MidCap Financial Investment’s largest shareholders are Thornburg investment management (2.94M shares, 4.50%), Apollo management (2.47M shares, 3.78%), and Van eck associates (2.37M shares, 3.64%). Together, they hold 11.92% of MidCap Financial Investment’s total shares outstanding.

Does Blackrock own MidCap Financial Investment?

BlackRock is not among the top 10 institutional shareholders of MidCap Financial Investment.

Who is MidCap Financial Investment’s biggest shareholder by percentage of total assets invested?

Muzinich is MidCap Financial Investment’s biggest shareholder by percentage of total assets invested, with 1.64% of its assets in 194.04K MidCap Financial Investment shares, valued at 2.62M$.

Who is the top mutual fund holder of MidCap Financial Investment shares?

Thornburg Investment Income Builder A is the top mutual fund holder of MidCap Financial Investment shares, with 3.13% of its total shares outstanding invested in 2.94M MidCap Financial Investment shares.

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