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 | 02/13/2026 | 3.14 M | $35.90 M | 0.00% | 3.36% |
| APOLLO MANAGEMENT HOLDINGS, L.P. | 02/17/2026 | 2.39 M | $27.33 M | 0.00% | 2.56% |
| VAN ECK ASSOCIATES CORP | 02/13/2026 | 2.32 M | $26.56 M | -7.57% | 2.49% |
| UBS GROUP AG | 01/29/2026 | 2.02 M | $23.16 M | 18.99% | 2.17% |
| MORGAN STANLEY | 02/13/2026 | 1.74 M | $19.95 M | -9.03% | 1.87% |
| NEXT CAPITAL MANAGEMENT LLC | 02/11/2026 | 1.48 M | $16.98 M | 10.64% | 1.59% |
| DIAMETER CAPITAL PARTNERS LP | 02/17/2026 | 1.01 M | $11.59 M | 100.00% | 1.09% |
| INVESCO LTD. | 02/19/2026 | 911.04 K | $10.42 M | 3.48% | 0.98% |
| MUZINICH & CO., INC. | 01/21/2026 | 714.78 K | $8.18 M | 25.07% | 0.77% |
| LEGAL & GENERAL GROUP PLC | 02/09/2026 | 651.85 K | $7.45 M | 12.81% | 0.70% |
| NORTH GROUND CAPITAL | 02/12/2026 | 651.33 K | $7.45 M | 160.53% | 0.70% |
| CURA WEALTH ADVISORS, LLC | 01/23/2026 | 641.92 K | $7.34 M | 3.88% | 0.69% |
| SUMITOMO MITSUI TRUST HOLDINGS, INC. | 01/23/2026 | 549.58 K | $6.29 M | 9.18% | 0.59% |
| ARES MANAGEMENT LLC | 02/13/2026 | 545.53 K | $6.24 M | 0.00% | 0.58% |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 02/10/2026 | 486.44 K | $5.56 M | 21.53% | 0.52% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 486.41 K | $5.56 M | 337.05% | 0.52% |
| CALLODINE CAPITAL MANAGEMENT, LP | 02/13/2026 | 483.41 K | $5.53 M | -5.36% | 0.52% |
| CONDOR CAPITAL MANAGEMENT | 02/06/2026 | 456.22 K | $5.22 M | 6.25% | 0.49% |
| FRANKLIN RESOURCES INC | 02/11/2026 | 445.30 K | $5.09 M | -42.23% | 0.48% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 02/17/2026 | 414.43 K | $4.74 M | 100.00% | 0.44% |
| ETHOS FINANCIAL GROUP, LLC | 01/20/2026 | 393.60 K | $4.50 M | -6.99% | 0.42% |
| TWO SIGMA INVESTMENTS, LP | 02/17/2026 | 387.50 K | $4.43 M | 119.47% | 0.42% |
| CASTLEKEEP INVESTMENT ADVISORS LLC | 02/10/2026 | 384.94 K | $4.40 M | -3.45% | 0.41% |
| JANNEY MONTGOMERY SCOTT LLC | 02/11/2026 | 364.14 K | $4.17 M | -8.01% | 0.39% |
| D.A. DAVIDSON & CO. | 01/29/2026 | 350.07 K | $4.00 M | 1.75% | 0.38% |
| LPL FINANCIAL LLC | 02/11/2026 | 317.47 K | $3.63 M | -37.43% | 0.34% |
| BLACKROCK, INC. | 02/12/2026 | 316.20 K | $3.62 M | -2.67% | 0.34% |
| ALPINE GLOBAL MANAGEMENT, LLC | 02/17/2026 | 316.09 K | $3.62 M | 138.56% | 0.34% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 304.70 K | $3.49 M | -43.90% | 0.33% |
| RUSSELL INVESTMENTS GROUP, LTD. | 02/17/2026 | 264.32 K | $3.02 M | 100.00% | 0.28% |
| UNITED ADVISOR GROUP, LLC | 01/26/2026 | 255.72 K | $2.93 M | -5.58% | 0.27% |
| JANE STREET GROUP, LLC | 02/12/2026 | 250.31 K | $2.86 M | 100.00% | 0.27% |
| ADVISORS ASSET MANAGEMENT, INC. | 02/12/2026 | 248.19 K | $2.84 M | -14.24% | 0.27% |
| BI ASSET MANAGEMENT FONDSMAEGLERSELSKAB A/S | 02/11/2026 | 241.36 K | $2.76 M | -15.99% | 0.26% |
| ROYAL BANK OF CANADA | 02/17/2026 | 219.05 K | $2.51 M | -3.00% | 0.23% |
| NEUBERGER BERMAN GROUP LLC | 02/13/2026 | 205.66 K | $2.35 M | -10.32% | 0.22% |
| HBK INVESTMENTS L P | 02/17/2026 | 205.50 K | $2.35 M | 100.00% | 0.22% |
| CERITY PARTNERS LLC | 02/11/2026 | 199.05 K | $2.28 M | 100.00% | 0.21% |
| 02/11/2026 | 183.89 K | $2.10 M | 100.00% | 0.20% | |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 173.66 K | $1.99 M | -58.37% | 0.19% |
| NAVITER WEALTH, LLC | 01/21/2026 | 167.01 K | $1.91 M | -18.17% | 0.18% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 01/14/2026 | 159.68 K | $1.83 M | -4.51% | 0.17% |
| DNB ASSET MANAGEMENT AS | 02/05/2026 | 153.36 K | $1.75 M | -6.55% | 0.16% |
| GARNER ASSET MANAGEMENT CORP | 02/03/2026 | 148.91 K | $1.70 M | -12.55% | 0.16% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 146.76 K | $1.68 M | 4.61% | 0.16% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 141.05 K | $1.61 M | -6.02% | 0.15% |
| ALMITAS CAPITAL LLC | 02/17/2026 | 135.48 K | $1.55 M | 46.12% | 0.15% |
| XTX TOPCO LTD | 02/17/2026 | 135.30 K | $1.55 M | 100.00% | 0.15% |
| J.W. COLE ADVISORS, INC. | 02/11/2026 | 133.22 K | $1.52 M | 5.40% | 0.14% |
| LAZARD ASSET MANAGEMENT LLC | 02/17/2026 | 125.40 K | $1.43 M | 35.22% | 0.13% |
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MidCap Financial Investment Corporation institutional Ownership - FAQ's
During the previous two years, 235 institutional investors and hedge funds held shares of MidCap Financial Investment Corporation. The most heavily invested institutionals were:
UBS Group AG: 1.82 M
Muzinich & Co., Inc.: 716,498
Sumitomo Mitsui Trust Holdings, Inc.: 549,575
Ethos Financial Group, LLC: 393,598
D.A. DAVIDSON & CO.: 360,807
United Advisor Group, LLC: 270,052
34.31% of MidCap Financial Investment Corporation stock is owned by institutional investors.
Institutional investors have bought a total of 33.29 M shares in the last 24 months. This purchase volume represents approximately $343.27 M in transactions.