MidCap Financial Investment Corporation Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| THORNBURG INVESTMENT MANAGEMENT INC | 08/13/2026 | 3.24 M | $32.64 M | 0.00% | 3.92% |
| APOLLO MANAGEMENT HOLDINGS, L.P. | 08/14/2026 | 2.35 M | $23.68 M | 0.00% | 2.85% |
| VAN ECK ASSOCIATES CORP | 08/14/2026 | 2.10 M | $21.21 M | 16.20% | 2.55% |
| SOROS FUND MANAGEMENT LLC | 08/14/2026 | 1.94 M | $19.60 M | 0.00% | 2.36% |
| UBS GROUP AG | 08/13/2026 | 1.93 M | $19.45 M | 6.13% | 2.34% |
| NEXT CAPITAL MANAGEMENT LLC | 08/03/2026 | 1.90 M | $19.15 M | 1.50% | 2.30% |
| MORGAN STANLEY | 08/13/2026 | 1.53 M | $15.43 M | -5.19% | 1.85% |
| RUSSELL INVESTMENTS GROUP, LTD. | 08/06/2026 | 1.14 M | $11.51 M | 45.78% | 1.38% |
| WELLINGTON MANAGEMENT GROUP LLP | 08/14/2026 | 1.08 M | $10.87 M | 100.00% | 1.31% |
| INVESCO LTD. | 08/14/2026 | 1.05 M | $10.61 M | -18.71% | 1.27% |
| LEGAL & GENERAL GROUP PLC | 08/14/2026 | 789.58 K | $7.96 M | 8.85% | 0.96% |
| MUZINICH & CO., INC. | 07/27/2026 | 744.42 K | $7.50 M | 3.90% | 0.90% |
| SUMITOMO MITSUI TRUST GROUP, INC. | 07/30/2026 | 549.58 K | $5.54 M | 0.00% | 0.67% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 527.87 K | $5.32 M | -13.11% | 0.64% |
| CURA WEALTH ADVISORS, LLC | 08/06/2026 | 512.82 K | $5.17 M | -16.47% | 0.62% |
| FRANKLIN RESOURCES INC | 08/13/2026 | 441.52 K | $4.45 M | 3.00% | 0.53% |
| BEACH POINT CAPITAL MANAGEMENT LP | 07/22/2026 | 440.36 K | $4.44 M | 100.00% | 0.53% |
| CONDOR CAPITAL MANAGEMENT | 08/12/2026 | 431.88 K | $4.35 M | -0.54% | 0.52% |
| CASTLEKEEP INVESTMENT ADVISORS LLC | 08/14/2026 | 414.66 K | $4.18 M | 4.67% | 0.50% |
| JANNEY MONTGOMERY SCOTT LLC | 08/05/2026 | 393.64 K | $3.97 M | 100.00% | 0.48% |
| ETHOS FINANCIAL GROUP, LLC | 08/07/2026 | 391.81 K | $3.94 M | -0.45% | 0.47% |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 08/14/2026 | 387.61 K | $3.91 M | -10.59% | 0.47% |
| BLACKROCK, INC. | 08/07/2026 | 383.94 K | $3.87 M | -4.93% | 0.47% |
| D.A. DAVIDSON & CO. | 07/24/2026 | 374.28 K | $3.77 M | 3.74% | 0.45% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 302.77 K | $3.05 M | 1.50% | 0.37% |
| UNITED ADVISOR GROUP, LLC | 07/29/2026 | 264.85 K | $2.67 M | -1.93% | 0.32% |
| ADVISORS ASSET MANAGEMENT, INC. | 08/14/2026 | 245.69 K | $2.48 M | -3.76% | 0.30% |
| CITADEL ADVISORS LLC | 09/02/2026 | 245.49 K | $2.47 M | 776.79% | 0.30% |
| LPL FINANCIAL LLC | 08/07/2026 | 236.65 K | $2.39 M | -9.59% | 0.29% |
| SABA CAPITAL MANAGEMENT, L.P. | 08/14/2026 | 215.14 K | $2.17 M | 100.00% | 0.26% |
| ROYAL BANK OF CANADA | 08/14/2026 | 213.20 K | $2.15 M | -0.78% | 0.26% |
| LAZARD ASSET MANAGEMENT LLC | 08/14/2026 | 207.24 K | $2.09 M | 152.63% | 0.25% |
| NAVITER WEALTH, LLC | 08/07/2026 | 187.30 K | $1.89 M | -5.15% | 0.23% |
| NEUBERGER BERMAN GROUP LLC | 08/13/2026 | 186.68 K | $1.88 M | -8.56% | 0.23% |
| CERITY PARTNERS LLC | 08/14/2026 | 151.63 K | $1.53 M | 105.73% | 0.18% |
| TWO SIGMA INVESTMENTS, LP | 08/14/2026 | 146.15 K | $1.47 M | -41.19% | 0.18% |
| ALMITAS CAPITAL LLC | 08/17/2026 | 140.48 K | $1.42 M | 0.00% | 0.17% |
| CRAWFORD FUND MANAGEMENT, LLC | 08/14/2026 | 135.00 K | $1.36 M | -27.03% | 0.16% |
| J.W. COLE ADVISORS, INC. | 07/21/2026 | 133.31 K | $1.34 M | 0.52% | 0.16% |
| SHARPEPOINT LLC | 07/29/2026 | 132.03 K | $1.33 M | 6.32% | 0.16% |
| DNB ASSET MANAGEMENT AS | 08/11/2026 | 127.08 K | $1.28 M | -17.13% | 0.15% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 122.10 K | $1.23 M | -4.81% | 0.15% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 07/01/2026 | 118.55 K | $1.19 M | 1.17% | 0.14% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 118.35 K | $1.19 M | -9.98% | 0.14% |
| GREAT WEST LIFE ASSURANCE CO /CAN/ | 08/13/2026 | 116.03 K | $1.17 M | 14.46% | 0.14% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 108.33 K | $1.09 M | 58.20% | 0.13% |
| COLONY GROUP, LLC | 08/12/2026 | 102.07 K | $1.03 M | -21.95% | 0.12% |
| ARKADIOS WEALTH ADVISORS | 08/10/2026 | 101.31 K | $1.02 M | 0.02% | 0.12% |
| Y-INTERCEPT (HONG KONG) LTD | 07/14/2026 | 98.74 K | $995.33 K | 100.00% | 0.12% |
| BAYSHORE CAPITAL ADVISORS, LLC | 07/22/2026 | 97.58 K | $983.61 K | 143.95% | 0.12% |
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MidCap Financial Investment Corporation institutional Ownership - FAQ's
During the previous two years, 230 institutional investors and hedge funds held shares of MidCap Financial Investment Corporation. The most heavily invested institutionals were:
THORNBURG INVESTMENT MANAGEMENT INC: 3.24 M
Apollo Management Holdings, L.P.: 2.35 M
VAN ECK ASSOCIATES CORP: 2.1 M
SOROS FUND MANAGEMENT LLC: 1.94 M
UBS Group AG: 1.93 M
Next Capital Management LLC: 1.9 M
38.57% of MidCap Financial Investment Corporation stock is owned by institutional investors.
Institutional investors have bought a total of 33.14 M shares in the last 24 months. This purchase volume represents approximately $341.67 M in transactions.