Skip to content
Disclosery

MFIC MIDCAP FINANCIAL INVSTMNT CO

Follow

COM NEW (common), issuer CIK 1278752

172 managers (173 13F filers) reported a position in MFIC shares at 2024-12-31, 26,037,880 shares in all. 15 filers opened a position and 26 filers sold out during the quarter.

Managers
172
13F filers
173
New
15
Added
69
Reduced
49
Sold out
26
Shares held by filers
26,037,880

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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 INC2,937,783$39.6M0.52%013F-HRTimeline
Apollo Management Holdings, L.P.in group Apollo Management Holdings, L…2,467,701$33.3M0.68%+513F-HRTimelineGroup
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP2,372,505$32M0.04%+102,40613F-HRTimelineGroup
Allspring Global Investments Holdings, …in group Allspring Global Investments …1,979,089$26.9M0.04%-177,75413F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,540,046$20.8M<0.01%-73,93713F-HR/ATimelineGroup
Invesco Ltd.in group Invesco Ltd.752,407$10.1M<0.01%-61,29013F-HRTimelineGroup
UBS Group AGin group UBS Group AG735,387$9.92M<0.01%+296,05513F-HRTimelineGroup
Legal & General Group Plcin group Legal & General Group Plc620,824$8.37M<0.01%+145,40213F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN553,212$7.46M<0.01%-34,81013F-HRTimelineGroup
ARES MANAGEMENT LLCin group ARES MANAGEMENT LLC482,032$6.5M0.23%+172,03213F-HRTimelineGroup
Advisors Asset Management, Inc.462,577$6.24M0.11%+18,04613F-HR/ATimeline
FRANKLIN RESOURCES INCin group Franklin Resources442,643$5.97M<0.01%+58,58913F-HRTimelineGroup
LPL Financial LLC423,683$5.72M<0.01%-18,63313F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/409,608$5.53M<0.01%-26,05213F-HRTimelineGroup
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC405,406$5.47M<0.01%+61,35513F-HRTimelineGroup
Foundations Investment Advisors, LLC400,034$5.4M0.1%+88,46813F-HRTimeline
CONDOR CAPITAL MANAGEMENT368,185$4.97M0.44%+8,34313F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.359,519$4.85M<0.01%+54,49813F-HRTimelineGroup
Hennion & Walsh Asset Management, Inc.356,657$4.81M0.22%+35,34113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC340,286$4.59M0.01%+17,81813F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC320,415$4.32M<0.01%+60,75913F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPgroup of 2 filers holding310,611$4.19M-410,883Timeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP303,149$4.09M<0.01%+62,67113F-HRTimelineGroup
D.A. DAVIDSON & CO.298,481$4.03M0.03%+10,10013F-HRTimeline
United Advisor Group, LLC247,778$3.34M0.66%+4,54713F-HRTimeline
Callodine Capital Management, LP246,217$3.32M0.69%+153,10513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA207,994$2.81M<0.01%+9,29213F-HRTimelineGroup
North Ground Capital207,519$2.8M3.01%13F-HRTimeline
Muzinich & Co., Inc.194,042$2.62M1.85%+7,44313F-HRTimeline
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …188,199$2.54M<0.01%+7,44313F-HRTimelineGroup
Naviter Wealth, LLC186,505$2.52M0.3%new13F-HRTimeline
DNB Asset Management ASin group DNB Asset Management AS180,881$2.44M0.01%+9,19313F-HRTimelineGroup
Graypoint LLC176,154$2.38M0.14%+4,78013F-HRTimeline
Next Capital Management LLC174,728$2.36M0.97%-13,15213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO166,230$2.24M<0.01%+24,59013F-HRTimelineGroup
BI Asset Management Fondsmaeglerselskab…in group BI Asset Management Fondsmaeg…149,102$2.01M0.02%+68,98413F-HRTimelineGroup
CURA WEALTH ADVISORS, LLC142,793$1.93M0.85%13F-HRTimeline
LSV ASSET MANAGEMENT139,532$1.88M<0.01%-25,96613F-HRTimeline
Almitas Capital LLC135,444$1.83M0.4%+63,49113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC111,956$1.51M<0.01%+81,69513F-HRTimelineGroup
Arkadios Wealth Advisors105,587$1.42M0.08%-10,28413F-HRTimeline
Cetera Investment Advisers98,987$1.34M<0.01%-35,58413F-HRTimeline
Connor, Clark & Lunn Investment Managem…95,520$1.29M0.01%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.93,028$1.25M<0.01%-11,57413F-HR/ATimelineGroup
CASTLEKEEP INVESTMENT ADVISORS LLC90,040$1.21M0.85%+6,35113F-HR/ATimeline
HighTower Advisors, LLC89,317$1.2M<0.01%-2,57013F-HRTimeline
COMERICA BANK89,171$1.2M<0.01%+83,81013F-HR/ATimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC88,644$1.2M0.02%+56613F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…84,491$1.14M0.02%+1,00013F-HRTimelineGroup
J.W. COLE ADVISORS, INC.81,756$1.1M0.04%+34,87513F-HRTimeline
DENALI ADVISORS LLC80,903$1.09M0.11%-19,49613F-HRTimeline
Capital Investment Advisors, LLC79,754$1.08M0.02%-5,99113F-HRTimeline
Global Wealth Management Investment Adv…79,172$1.07M0.22%+9,17913F-HRTimeline
Qube Research & Technologies Ltd74,704$1.01M<0.01%-3,83313F-HRTimeline
M Holdings Securities, Inc.74,601$1.01M0.16%-2,35013F-HR/ATimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC69,482$937K<0.01%13F-HR/ATimelineGroup
Whipplewood Advisors, LLC68,753$927K0.53%13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…68,202$920K<0.01%+1,85113F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…65,035$877K<0.01%+51,23713F-HRTimelineGroup
VIRTUS ADVISERS, LLCin group Virtus Investment Advisers, L…62,311$841K0.34%+8,06313F-HRTimelineGroup
Janney Montgomery Scott LLC62,104$838K<0.01%-1,18713F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC61,676$832K0.01%-20,61713F-HRTimelineGroup
Sigma Planning Corp60,438$815K0.03%+2,63313F-HRTimeline
NorthCoast Asset Management LLC59,666$805K<0.01%+8,00013F-HR/ATimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC57,520$776K<0.01%+22,48713F-HRTimelineGroup
WESTBOURNE INVESTMENTS, INC.56,200$758K0.45%13F-HRTimeline
SHARPEPOINT LLC55,919$754K0.68%13F-HRTimeline
MERIDIAN INVESTMENT COUNSEL INC.54,445$734K0.22%-16,07513F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC53,630$723K0.47%013F-HRTimeline
CANADA LIFE ASSURANCE Coin group CANADA LIFE ASSURANCE Co53,332$719K<0.01%-4,00113F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO49,089$662K<0.01%-2,77813F-HRTimelineGroup
Camelot Portfolios, LLC45,296$611K0.66%-2,00913F-HRTimeline
SHUFRO ROSE & CO LLC44,432$599K0.05%new13F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC44,080$594K<0.01%new13F-HRTimelineGroup
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC41,656$562K0.28%013F-HRTimelineGroup
EVOKE WEALTH, LLC36,800$496K0.01%013F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…35,995$486K0.17%+14,37813F-HRTimeline
WEDBUSH SECURITIES INC34,881$471K0.02%+12,36913F-HRTimeline
Tyche Wealth Partners LLC34,228$462K0.1%+13,00013F-HRTimeline
Steward Partners Investment Advisory, L…31,881$430K<0.01%+6,92713F-HRTimeline
OneDigital Investment Advisors LLC31,558$426K<0.01%-38113F-HRTimeline
Aquatic Capital Management LLC29,304$395K0.01%+14,80413F-HRTimeline
CW Advisors, LLC28,594$386K0.01%-50,31513F-HRTimeline
CREDIT AGRICOLE S Ain group CREDIT AGRICOLE S A28,265$381K<0.01%+76013F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP27,650$373K<0.01%-3,38513F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC26,927$363K0.01%+5,36213F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP25,283$341K<0.01%-3,45313F-HRTimelineGroup
Millennium Capital Advisors, LLC24,963$337K0.23%+10513F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…24,719$336K0.03%-256,95313F-HRTimeline
NewEdge Advisors, LLC24,582$332K<0.01%+1913F-HRTimeline
Everstar Asset Management, LLC24,550$331K0.23%-10013F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …24,175$326K0.08%new13F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\23,609$318K<0.01%013F-HRTimelineGroup
DKM Wealth Management, Inc.23,500$317K0.3%13F-HRTimeline
WALLED LAKE PLANNING & WEALTH MANAGEMEN…22,271$300K0.11%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC21,987$297K<0.01%+80213F-HRTimelineGroup
&PARTNERS19,110$260K<0.01%new13F-HRTimeline
Ethos Financial Group, LLC19,128$258K0.03%013F-HRTimeline
Cambridge Investment Research Advisors,…19,089$258K<0.01%+4,23013F-HRTimeline
Arete Wealth Advisors, LLC18,475$249K0.02%+4,31913F-HRTimeline
ProShare Advisors LLC18,141$245K<0.01%+7,06213F-HRTimeline
Onyx Bridge Wealth Group LLC17,060$230K0.03%+21613F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC16,888$228K0.01%new13F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …16,387$221K<0.01%new13F-HRTimelineGroup
CoreCap Advisors, LLC14,145$191K0.01%-95413F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.13,718$185K0.12%013F-HRTimeline
ORRSTOWN FINANCIAL SERVICES INC13,640$184K0.05%013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.13,419$181K0.01%new13F-HR/ATimelineGroup
CIBC WORLD MARKET INC.13,100$177K<0.01%-1,24013F-HRTimeline
REDMONT WEALTH ADVISORS LLC13,054$176K0.3%013F-HRTimeline
Ausdal Financial Partners, Inc.12,982$175K0.02%-4,66913F-HRTimeline
Creative Planningin group Creative Planning12,962$175K<0.01%+35913F-HRTimelineGroup
Accel Wealth Management12,577$170K0.06%+6913F-HRTimeline
Stablepoint Partners, LLC12,379$167K0.03%013F-HRTimeline
TUDOR INVESTMENT CORP ET AL12,285$166K<0.01%-157,63513F-HRTimeline
Sovereign Financial Group, Inc.12,113$163K0.04%+3413F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC11,747$158K0.01%-38,34513F-HRTimeline
Kingstone Capital Partners Texas, LLC11,548$156K0.13%13F-HRTimeline
Entropy Technologies, LP11,488$155K0.02%new13F-HRTimeline
Advisory Services Network, LLC11,285$152K<0.01%-23713F-HRTimeline
Williams Jones Wealth Management, LLC.10,901$147K<0.01%-1,90913F-HRTimeline
Private Advisor Group, LLC10,869$147K<0.01%-9,30113F-HRTimeline
Nebula Research & Development LLC10,857$146K0.02%-3,06813F-HRTimeline
HB Wealth Management, LLC10,532$142K<0.01%+20313F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.10,161$137K0.01%+513F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS10,009$135K<0.01%-7,73813F-HRTimelineGroup
Parallel Advisors, LLC8,881$120K<0.01%-38713F-HRTimeline
Westchester Capital Management, LLCin group Westchester Capital Managemen…7,702$104K0.01%013F-HRTimelineGroup
Parkside Financial Bank & Trust6,866$92.6K0.01%+18513F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD6,728$90.8K<0.01%+4,79313F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.6,409$86.5K<0.01%013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…5,879$79.3K0.03%+46213F-HRTimelineGroup
Security National Bank5,551$74.9K0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC5,192$70K<0.01%+1,11513F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP4,439$59.9K<0.01%+20013F-HRTimelineGroup
Access Investment Management LLC4,000$54K0.02%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.3,675$48.3K<0.01%-2,37813F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC3,304$45K<0.01%-9,91213F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,042$41K<0.01%-1,27813F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC2,695$36.4K<0.01%new13F-HRTimelineGroup
SIGNATUREFD, LLC2,688$36.3K<0.01%+41513F-HRTimeline
Allworth Financial LP2,558$35K<0.01%+1,69913F-HRTimeline
Anchor Investment Management, LLC2,577$34.8K<0.01%013F-HRTimeline
Activest Wealth Management2,266$30.6K0.01%013F-HRTimeline
Ransom Advisory, Ltd2,148$29K0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…2,067$27.9K<0.01%+4613F-HRTimelineGroup
Cape Investment Advisory, Inc.1,784$24.1K0.01%013F-HRTimeline
Farther Finance Advisors, LLC1,732$23.4K<0.01%-6,30013F-HRTimeline
IFP Advisors, Inc1,500$20.2K<0.01%013F-HRTimeline
Founders Capital Management1,500$20.2K0.01%013F-HRTimeline
Transce3nd, LLC1,471$19.8K0.01%13F-HRTimeline
GROUP ONE TRADING LLC1,200$16.2K<0.01%-82613F-HR/ATimeline
GPS Wealth Strategies Group, LLC1,079$14.6K<0.01%-1,20013F-HRTimeline
NCP Inc.1,012$13.7K0.01%+2713F-HRTimeline
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC990$13K<0.01%+79613F-HRTimelineGroup
POM Investment Strategies, LLC827$11.2K0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…719$9.7K<0.01%-97713F-HRTimelineGroup
Sterling Capital Management LLC649$8.76K<0.01%013F-HRTimeline
Transcendent Capital Group LLC596$8.04K<0.01%013F-HRTimeline
Aventura Private Wealth, LLC548$7.39K<0.01%13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.500$7K<0.01%+30013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Asset Dedication, LLC316$4.26K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/299$4.03K<0.01%new13F-HRTimelineGroup
Key Financial Inc150$2.02K<0.01%013F-HRTimeline
WPG Advisers, LLC140$1.89K<0.01%13F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC65$877<0.01%-123,56913F-HR/ATimelineGroup
GAMMA Investing LLC58$782<0.01%013F-HRTimeline
Lindbrook Capital, LLC38$513<0.01%013F-HRTimeline
TD Waterhouse Canada Inc.8$108<0.01%new13F-HRTimeline
Frazier Financial Advisors, LLC0$7<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
RE Dickinson Investment Advisors, LLC6$1<0.01%new13F-HR/ATimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.