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Disclosery

MFIC MIDCAP FINANCIAL INVSTMNT CO

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COM NEW (common), issuer CIK 1278752

167 managers (167 13F filers) reported a position in MFIC shares at 2026-06-30, 31,795,452 shares in all. 23 filers opened a position and 26 filers sold out during the quarter.

Managers
167
13F filers
167
New
23
Added
52
Reduced
59
Sold out
26
Shares held by filers
31,795,452

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
THORNBURG INVESTMENT MANAGEMENT INC3,237,783$32.6M0.31%013F-HRTimeline
Apollo Management Holdings, L.P.in group Apollo Management Holdings, L…2,348,753$23.7M0.33%+613F-HRTimelineGroup
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP2,104,647$21.2M0.01%+293,47813F-HRTimelineGroup
SOROS FUND MANAGEMENT LLCin group SOROS FUND MANAGEMENT LLC1,944,500$19.6M0.26%013F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,929,691$19.5M<0.01%+111,40613F-HRTimelineGroup
Next Capital Management LLC1,899,667$19.1M5.17%+28,01513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,530,893$15.4M<0.01%-83,72613F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,141,719$11.5M0.01%+358,52613F-HRTimelineGroup
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…1,078,291$10.9M<0.01%new13F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.1,052,384$10.6M<0.01%-242,20113F-HRTimelineGroup
Legal & General Group Plcin group Legal & General Group Plc789,579$7.96M<0.01%+64,16613F-HRTimelineGroup
Muzinich & Co., Inc.744,421$7.5M2.56%+27,92313F-HRTimeline
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …549,575$5.54M<0.01%013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC527,873$5.32M<0.01%-79,61313F-HRTimelineGroup
CURA WEALTH ADVISORS, LLC512,823$5.17M2.21%-101,09513F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources441,518$4.45M<0.01%+12,87613F-HRTimelineGroup
Beach Point Capital Management LP440,361$4.44M1.73%new13F-HRTimeline
CONDOR CAPITAL MANAGEMENT431,882$4.35M0.33%-2,34613F-HRTimeline
CASTLEKEEP INVESTMENT ADVISORS LLC414,657$4.18M2.09%+18,48413F-HRTimeline
Janney Montgomery Scott LLC393,638$3.97M0.01%new13F-HRTimeline
Ethos Financial Group, LLC391,814$3.94M0.26%-1,78413F-HRTimeline
Foundations Investment Advisors, LLC387,610$3.91M0.04%-45,93113F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.383,938$3.87M<0.01%-19,93013F-HRTimelineGroup
D.A. DAVIDSON & CO.374,284$3.77M0.02%+13,47713F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN302,773$3.05M<0.01%+4,48513F-HRTimelineGroup
United Advisor Group, LLC264,846$2.67M0.28%-5,20613F-HRTimeline
Advisors Asset Management, Inc.245,688$2.48M0.04%-9,59013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC245,485$2.47M<0.01%+217,48713F-HRTimelineGroup
LPL Financial LLC236,649$2.39M<0.01%-25,09613F-HRTimeline
Saba Capital Management, L.P.in group Saba Capital Management, L.P.215,136$2.17M0.07%new13F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA213,203$2.15M<0.01%-1,66813F-HRTimelineGroup
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC207,239$2.09M<0.01%+125,20513F-HRTimelineGroup
Naviter Wealth, LLC187,298$1.89M0.17%-10,17713F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC186,679$1.88M<0.01%-17,47713F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC151,634$1.53M<0.01%+77,92713F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP146,152$1.47M<0.01%-102,36913F-HRTimelineGroup
Almitas Capital LLC140,477$1.42M0.34%013F-HRTimeline
J.W. COLE ADVISORS, INC.133,313$1.34M0.02%+69013F-HRTimeline
SHARPEPOINT LLC132,029$1.33M0.67%+7,85213F-HRTimeline
DNB Asset Management ASin group DNB Asset Management AS127,082$1.28M<0.01%-26,27613F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/122,100$1.23M<0.01%-6,17313F-HRTimelineGroup
CONFLUENCE INVESTMENT MANAGEMENT LLC118,551$1.19M0.02%+1,36913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.118,353$1.19M<0.01%-13,12013F-HRTimelineGroup
CANADA LIFE ASSURANCE Coin group CANADA LIFE ASSURANCE Co116,034$1.17M<0.01%+14,66313F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC108,333$1.09M<0.01%+39,85513F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth102,066$1.03M<0.01%-28,70013F-HRTimelineGroup
Arkadios Wealth Advisors101,306$1.02M0.02%+2213F-HRTimeline
Y-Intercept (Hong Kong) Ltd98,743$995K0.02%new13F-HRTimeline
Bayshore Capital Advisors, LLC97,580$984K0.46%+57,58013F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management96,801$976K<0.01%+12,02413F-HRTimelineGroup
LSV ASSET MANAGEMENT96,100$969K<0.01%013F-HRTimeline
Hennion & Walsh Asset Management, Inc.80,291$809K0.02%-11,07713F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…79,860$805K0.01%-9413F-HRTimelineGroup
XTX Topco Ltdin group XTX Topco Ltd77,805$784K0.01%-264,52513F-HRTimelineGroup
Garner Asset Management Corp74,376$750K0.24%-12,19913F-HRTimeline
Sigma Planning Corp72,677$733K0.02%-88413F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC69,529$701K<0.01%+2,31113F-HRTimelineGroup
VARCOV Co.69,192$697K0.26%-109,72113F-HRTimeline
Camelot Portfolios, LLC62,646$631K0.45%+4,96113F-HRTimeline
Millennium Capital Advisors, LLC61,822$623K0.34%-113F-HRTimeline
Capital Investment Advisors, LLC55,306$557K0.01%-2,02113F-HRTimeline
DENALI ADVISORS LLC54,554$550K0.06%-5,17713F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC54,303$547K0.01%+8,88513F-HRTimelineGroup
Headlands Technologies LLC51,819$522K0.06%+38,99513F-HRTimeline
CIDEL ASSET MANAGEMENT INC50,300$507K0.02%new13F-HRTimeline
BI Asset Management Fondsmaeglerselskab…in group BI Asset Management Fondsmaeg…45,787$462K<0.01%-203,51913F-HRTimelineGroup
Alpine Global Management, LLC45,537$459K0.08%-28,22913F-HRTimeline
NewGen Asset Management Ltd45,000$454K0.25%+10,00013F-HRTimeline
Virtus Investment Advisers, LLCin group Virtus Investment Advisers, L…43,045$434K0.1%-12,16713F-HRTimelineGroup
LeClair Wealth Partners LLC40,885$412K0.21%new13F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC40,780$411K0.2%-12,85013F-HRTimeline
TCFG Investment Advisors, LLCin group TCFG Investment Advisors, LLC40,474$408K0.14%-1,87513F-HRTimelineGroup
CAXTON ASSOCIATES LLP39,649$400K0.01%+5,90813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP38,582$389K<0.01%+1,56813F-HRTimelineGroup
MERIDIAN INVESTMENT COUNSEL INC.38,558$389K0.08%-55513F-HRTimeline
Schonfeld Strategic Advisors LLC37,693$380K<0.01%new13F-HRTimeline
SHUFRO ROSE & CO LLC37,267$376K0.02%013F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC36,922$372K<0.01%-617,28913F-HRTimeline
Closed-End Fund Advisors, Inc.32,967$332K0.32%-90613F-HRTimeline
Trexquant Investment LP30,856$311K<0.01%new13F-HRTimeline
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…30,326$306K<0.01%-13,09513F-HRTimelineGroup
WEDBUSH SECURITIES INC30,127$304K0.01%+47513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO29,522$297K<0.01%013F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC28,906$291K<0.01%-47,62113F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…27,224$274K<0.01%+11,35413F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…26,147$265K0.02%+24713F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP26,127$263K<0.01%+4,34913F-HRTimelineGroup
Tyche Wealth Partners LLC26,000$262K0.04%+2,50013F-HRTimeline
&PARTNERS24,077$243K<0.01%+6,41213F-HRTimeline
Steward Partners Investment Advisory, L…23,532$237K<0.01%-5,26713F-HRTimeline
DKM Wealth Management, Inc.23,500$237K0.15%013F-HRTimeline
Cetera Investment Advisers22,547$227K<0.01%-38513F-HRTimeline
Generali Investments CEE, investicni sp…22,281$225K0.01%013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.22,200$224K<0.01%-13313F-HRTimelineGroup
B. Riley Wealth Advisors, Inc.20,014$201K0.01%-2713F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC19,932$201K<0.01%-6,31313F-HRTimelineGroup
HighTower Advisors, LLC19,925$201K<0.01%-57,69113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC18,756$189K<0.01%-13,88213F-HRTimeline
Everstar Asset Management, LLC18,650$188K0.09%013F-HRTimeline
Onyx Bridge Wealth Group LLC18,637$188K0.02%+29613F-HRTimeline
ProShare Advisors LLC17,245$174K<0.01%-1,07213F-HRTimeline
Americana Partners, LLC16,952$171K<0.01%013F-HRTimeline
Private Advisor Group, LLC16,773$169K<0.01%new13F-HRTimeline
Advisory Services Network, LLC15,622$157K<0.01%+2513F-HRTimeline
FOX RUN MANAGEMENT, L.L.C.15,368$155K0.03%new13F-HRTimeline
Creative Planningin group Creative Planning14,914$150K<0.01%new13F-HRTimelineGroup
HB Wealth Management, LLC14,401$145K<0.01%+38913F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.13,718$138K0.07%013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC13,329$134K<0.01%new13F-HRTimelineGroup
Founders Financial Alliance, LLC12,868$130K0.02%+11013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.11,470$121K<0.01%new13F-HRTimelineGroup
LB Partners LLC12,000$121K0.08%+2,00013F-HRTimeline
OneDigital Investment Advisors LLC11,936$120K<0.01%013F-HRTimeline
MQS Management LLC11,928$120K0.15%new13F-HRTimeline
Empowered Funds, LLC11,920$120K<0.01%-2,12513F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …11,737$118K<0.01%+65813F-HRTimelineGroup
OXFORD ASSET MANAGEMENT LLP11,611$117K0.06%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Mariner, LLCin group Mariner, LLC11,607$117K<0.01%new13F-HRTimelineGroup
MRA Advisory Group11,186$113K0.04%+34213F-HRTimeline
Walser Wealth Management Company, A Ltd…11,113$112K0.05%new13F-HRTimeline
DECISION INVESTMENTS, INC11,030$111K0.1%013F-HRTimeline
Williams Jones Wealth Management, LLC.10,901$110K<0.01%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp10,500$106K<0.01%013F-HRTimelineGroup
Sovereign Financial Group, Inc.10,422$105K0.02%-69013F-HRTimeline
Bank Pictet & Cie (Europe) AG10,320$104K<0.01%+27513F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC10,223$103K<0.01%-11013F-HRTimelineGroup
DUMONT & BLAKE INVESTMENT ADVISORS LLC10,183$103K0.02%new13F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC10,173$103K<0.01%new13F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…9,933$100K<0.01%-65413F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS8,125$81.9K<0.01%-14,99813F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.7,770$78.3K<0.01%+51313F-HRTimeline
Westchester Capital Management, LLCin group Westchester Capital Managemen…7,702$77.6K<0.01%013F-HRTimelineGroup
AdvisorNet Financial, Inc5,887$59.3K<0.01%-62013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP5,124$50.8K<0.01%+1,31913F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…4,242$42.8K<0.01%+1,20013F-HRTimelineGroup
FINANCIAL CONSULATE, INC4,207$42.4K<0.01%+12913F-HRTimeline
Access Investment Management LLC4,000$40.3K0.01%013F-HRTimeline
State of Alaska, Department of Revenue3,871$39K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.3,500$35.3K<0.01%013F-HRTimeline
Advocate Investing Services LLC3,133$31.6K0.02%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…2,793$28.2K<0.01%+37213F-HRTimelineGroup
Allworth Financial LP2,510$25.3K<0.01%-94613F-HRTimeline
NewEdge Advisors, LLC2,455$24.7K<0.01%013F-HRTimeline
GILL CAPITAL PARTNERS, LLC2,400$24.2K0.01%013F-HRTimeline
SIMPLEX TRADING, LLC2,047$20.6K<0.01%new13F-HRTimeline
Arax Advisory Partners1,724$17.4K<0.01%+1,02413F-HRTimeline
IFP Advisors, Inc1,516$15.3K<0.01%+113F-HRTimeline
Pinnacle Wealth Planning Services, Inc.1,253$12.6K<0.01%013F-HRTimeline
Hilton Head Capital Partners, LLC919$9.26K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\848$8.55K<0.01%+22213F-HRTimelineGroup
SIGNATUREFD, LLC782$7.88K<0.01%-55013F-HRTimeline
Aventura Private Wealth, LLC656$6.62K<0.01%+2013F-HRTimeline
Farther Finance Advisors, LLC584$5.89K<0.01%-913F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…563$5.67K<0.01%-33313F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…537$5.42K<0.01%-98413F-HRTimelineGroup
Parallel Advisors, LLC525$5.29K<0.01%-38013F-HRTimeline
Global Retirement Partners, LLC505$5.09K<0.01%13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC500$5.04K<0.01%013F-HRTimelineGroup
GROUP ONE TRADING LLC379$3.82K<0.01%new13F-HRTimeline
Triumph Capital Management360$3.63K<0.01%013F-HRTimeline
Cheviot Value Management, LLC333$3.36K<0.01%013F-HRTimeline
CVA Family Office, LLC333$3.36K<0.01%013F-HRTimeline
CoreCap Advisors, LLC333$3.36K<0.01%-1,13213F-HRTimeline
Cassaday & Co Wealth Management LLC333$3.36K<0.01%013F-HRTimeline
N.E.W. Advisory Services LLC216$2.17K<0.01%013F-HRTimeline
Key Financial Inc150$1.51K<0.01%013F-HRTimeline
Caitong International Asset Management …91$917<0.01%new13F-HRTimeline