13F Insight
DOSSIER · 13F Holders · Q1 2026Financial Services · Asset ManagementCheap mega-capRe-rated
MFIC

MIDCAP FINANCIAL INVSTMNT CO

191 institutions still hold MIDCAP FINANCIAL INVSTMNT CO as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 03761U502·Asset Management·191 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 8.2%
vs prior quarter
13F value held
$242M
60.0% inst. owned
of float
Holders
191
-21 QoQ
filers reporting
Activity
+94 / −70
+791 added · −780 reduced
this quarter
Concentration
15.06%
THORNBURG INVESTMENT MANAGEMENT INC #1
top holder share
AI Holders Summary · Q1 2026

191 institutions reported MFIC in Q1 2026. THORNBURG INVESTMENT MANAGEMENT INC leads at 15.1% of the visible book. -21 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
THORNBURG INVESTMENT MANAGEMENT INC
CIK 0001145020
$36M3.2M0.38%Q1 202602
Apollo Management Holdings, L.P.
CIK 0001449434
$26M2.3M0.35%Q1 202603
SOROS FUND MANAGEMENT LLC
CIK 0001029160
$22M1.9M0.24%Q1 202604
Next Capital Management LLC
CIK 0001752762
$21M1.9M6.37%Q1 202605
UBS Group AG
CIK 0001610520
$20M1.8M0.00%Q1 202606
MORGAN STANLEY
CIK 0000895421
$18M1.6M0.00%Q1 202607
Invesco Ltd.
CIK 0000914208
$15M1.3M0.00%Q1 202608
Russell Investments Group, Ltd.
CIK 0001692234
$9M783K0.01%Q1 202609
Muzinich & Co., Inc.
CIK 0001618824
$8M715K2.57%Q4 202510
Legal & General Group Plc
CIK 0000764068
$8M725K0.00%Q1 202611
VICTORY CAPITAL MANAGEMENT INC
CIK 0001040188
$7M654K0.00%Q1 202612
CURA WEALTH ADVISORS, LLC
CIK 0002056729
$7M614K3.09%Q1 202613
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$7M607K0.00%Q1 202614
Sumitomo Mitsui Trust Group, Inc.
CIK 0001475365
$6M550K0.00%Q1 202615
ARES MANAGEMENT LLC
CIK 0001259313
$6M546K0.40%Q1 202616
Callodine Capital Management, LP
CIK 0001741675
$5M458K0.36%Q1 202617
CONDOR CAPITAL MANAGEMENT
CIK 0001082491
$5M434K0.41%Q1 202618
FOUNDATIONS INVESTMENT ADVISORS, LLC
CIK 0001743404
$5M434K0.06%Q1 202619
FRANKLIN RESOURCES INC
CIK 0000038777
$5M429K0.00%Q1 202620
BlackRock, Inc.
CIK 0002012383
$5M404K0.00%Q1 2026
Page 1 of 10
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