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 | 05/12/2026 | 3.24 M | $36.39 M | 3.19% | 3.47% |
| APOLLO MANAGEMENT HOLDINGS, L.P. | 05/15/2026 | 2.35 M | $26.40 M | -1.68% | 2.52% |
| SOROS FUND MANAGEMENT LLC | 05/15/2026 | 1.94 M | $21.86 M | 100.00% | 2.09% |
| NEXT CAPITAL MANAGEMENT LLC | 05/07/2026 | 1.87 M | $21.04 M | 26.09% | 2.01% |
| UBS GROUP AG | 05/05/2026 | 1.82 M | $20.44 M | -10.18% | 1.95% |
| VAN ECK ASSOCIATES CORP | 05/15/2026 | 1.81 M | $20.36 M | -21.99% | 1.94% |
| MORGAN STANLEY | 05/15/2026 | 1.61 M | $18.15 M | -7.40% | 1.73% |
| INVESCO LTD. | 05/12/2026 | 1.29 M | $14.55 M | 42.10% | 1.39% |
| RUSSELL INVESTMENTS GROUP, LTD. | 05/08/2026 | 783.19 K | $8.80 M | 196.31% | 0.84% |
| LEGAL & GENERAL GROUP PLC | 05/08/2026 | 725.41 K | $8.16 M | 11.29% | 0.78% |
| MUZINICH & CO., INC. | 04/24/2026 | 716.50 K | $8.05 M | 0.24% | 0.77% |
| VICTORY CAPITAL MANAGEMENT INC | 05/15/2026 | 654.21 K | $7.35 M | 100.00% | 0.70% |
| CURA WEALTH ADVISORS, LLC | 05/08/2026 | 613.92 K | $6.90 M | -4.36% | 0.66% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 607.49 K | $6.83 M | 24.89% | 0.65% |
| SUMITOMO MITSUI TRUST HOLDINGS, INC. | 04/30/2026 | 549.58 K | $6.18 M | 0.00% | 0.59% |
| ARES MANAGEMENT LLC | 05/15/2026 | 545.53 K | $6.13 M | 0.00% | 0.59% |
| CALLODINE CAPITAL MANAGEMENT, LP | 05/15/2026 | 458.11 K | $5.15 M | -5.23% | 0.49% |
| CONDOR CAPITAL MANAGEMENT | 05/11/2026 | 434.23 K | $4.88 M | -4.82% | 0.47% |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 05/11/2026 | 433.54 K | $4.87 M | -10.88% | 0.46% |
| FRANKLIN RESOURCES INC | 05/13/2026 | 428.64 K | $4.82 M | -3.74% | 0.46% |
| BLACKROCK, INC. | 05/13/2026 | 403.87 K | $4.54 M | 27.72% | 0.43% |
| CASTLEKEEP INVESTMENT ADVISORS LLC | 05/11/2026 | 396.17 K | $4.45 M | 2.92% | 0.42% |
| ETHOS FINANCIAL GROUP, LLC | 05/05/2026 | 393.60 K | $4.50 M | 0.00% | 0.42% |
| D.A. DAVIDSON & CO. | 05/05/2026 | 360.81 K | $4.06 M | 3.07% | 0.39% |
| XTX TOPCO LTD | 05/15/2026 | 342.33 K | $3.85 M | 153.02% | 0.37% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 298.29 K | $3.35 M | -2.10% | 0.32% |
| UNITED ADVISOR GROUP, LLC | 04/17/2026 | 270.05 K | $3.04 M | 5.61% | 0.29% |
| LPL FINANCIAL LLC | 05/06/2026 | 261.75 K | $2.94 M | -17.55% | 0.28% |
| ADVISORS ASSET MANAGEMENT, INC. | 05/15/2026 | 255.28 K | $2.87 M | 2.85% | 0.27% |
| BI ASSET MANAGEMENT FONDSMAEGLERSELSKAB A/S | 04/16/2026 | 249.31 K | $2.80 M | 3.29% | 0.27% |
| TWO SIGMA INVESTMENTS, LP | 05/15/2026 | 248.52 K | $2.79 M | -35.87% | 0.27% |
| ROYAL BANK OF CANADA | 05/15/2026 | 214.87 K | $2.42 M | -1.91% | 0.23% |
| NEUBERGER BERMAN GROUP LLC | 05/14/2026 | 204.16 K | $2.29 M | -0.73% | 0.22% |
| NAVITER WEALTH, LLC | 04/10/2026 | 197.48 K | $2.22 M | 18.24% | 0.21% |
| CRAWFORD FUND MANAGEMENT, LLC | 05/15/2026 | 185.00 K | $2.08 M | 131.25% | 0.20% |
| 05/15/2026 | 178.91 K | $2.01 M | 653.89% | 0.19% | |
| DNB ASSET MANAGEMENT AS | 05/14/2026 | 153.36 K | $1.72 M | 0.00% | 0.16% |
| LANSFORSAKRINGAR FONDFORVALTNING AB (PUBL) | 04/23/2026 | 145.58 K | $1.64 M | 22.11% | 0.16% |
| ALMITAS CAPITAL LLC | 05/15/2026 | 140.48 K | $1.58 M | 3.69% | 0.15% |
| J.W. COLE ADVISORS, INC. | 04/23/2026 | 132.62 K | $1.49 M | -0.45% | 0.14% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 131.47 K | $1.48 M | -10.42% | 0.14% |
| COLONY GROUP, LLC | 05/15/2026 | 130.77 K | $1.47 M | 28.12% | 0.14% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 128.27 K | $1.44 M | -9.06% | 0.14% |
| SHARPEPOINT LLC | 05/05/2026 | 124.18 K | $1.40 M | 19.90% | 0.13% |
| D. E. SHAW & CO., INC. | 05/15/2026 | 123.57 K | $1.39 M | 2.99% | 0.13% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 04/01/2026 | 117.18 K | $1.32 M | -5.01% | 0.13% |
| MAGNETAR FINANCIAL LLC | 05/13/2026 | 112.56 K | $1.27 M | 100.00% | 0.12% |
| GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC. | 05/01/2026 | 112.37 K | $1.26 M | 15.57% | 0.12% |
| GREAT WEST LIFE ASSURANCE CO /CAN/ | 05/14/2026 | 101.37 K | $1.15 M | 126.94% | 0.11% |
| ARKADIOS WEALTH ADVISORS | 05/18/2026 | 101.28 K | $1.14 M | -1.61% | 0.11% |
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MidCap Financial Investment Corporation institutional Ownership - FAQ's
During the previous two years, 234 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
SOROS FUND MANAGEMENT LLC: 1.94 M
Next Capital Management LLC: 1.87 M
UBS Group AG: 1.82 M
VAN ECK ASSOCIATES CORP: 1.81 M
34.12% of MidCap Financial Investment Corporation stock is owned by institutional investors.
Institutional investors have bought a total of 32.71 M shares in the last 24 months. This purchase volume represents approximately $337.29 M in transactions.