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Disclosery

MFIC MIDCAP FINANCIAL INVSTMNT CO

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COM NEW (common), issuer CIK 1278752

169 managers (170 13F filers) reported a position in MFIC shares at 2025-03-31, 27,740,701 shares in all. 19 filers opened a position and 22 filers sold out during the quarter.

Managers
169
13F filers
170
New
19
Added
68
Reduced
42
Sold out
22
Shares held by filers
27,740,701

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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$378M0.53%013F-HRTimeline
Apollo Management Holdings, L.P.in group Apollo Management Holdings, L…2,388,852$30.7M0.7%-78,84913F-HRTimelineGroup
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP2,237,727$28.8M0.04%-134,77813F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,823,054$23.4M<0.01%+283,00813F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,261,303$16.2M<0.01%+525,91613F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.878,563$11.3M<0.01%+126,15613F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources653,195$8.4M<0.01%+210,55213F-HRTimelineGroup
CURA WEALTH ADVISORS, LLC648,600$8.34M3.38%+505,80713F-HRTimeline
Legal & General Group Plcin group Legal & General Group Plc624,977$8.04M<0.01%+4,15313F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN584,274$7.51M<0.01%+31,06213F-HRTimelineGroup
LPL Financial LLC562,137$7.23M<0.01%+138,45413F-HRTimeline
ARES MANAGEMENT LLCin group ARES MANAGEMENT LLC482,032$6.2M0.38%013F-HRTimelineGroup
Advisors Asset Management, Inc.473,883$6.09M0.11%+11,30613F-HR/ATimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC471,796$6.07M0.01%+66,39013F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.460,375$5.92M<0.01%+100,85613F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPgroup of 2 filers holding434,255$5.58M+123,644Timeline
Foundations Investment Advisors, LLC427,380$5.5M0.1%+27,34613F-HRTimeline
Ethos Financial Group, LLC415,948$5.36M0.51%+396,82013F-HRTimeline
Callodine Capital Management, LP409,850$5.27M0.88%+163,63313F-HRTimeline
CONDOR CAPITAL MANAGEMENT397,086$5.11M0.48%+28,90113F-HRTimeline
CASTLEKEEP INVESTMENT ADVISORS LLC388,822$5M2.57%+298,78213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/376,340$4.84M<0.01%-33,26813F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC350,253$4.5M0.01%+9,96713F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC345,230$4.44M<0.01%+24,81513F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP335,124$4.31M<0.01%+31,97513F-HRTimelineGroup
D.A. DAVIDSON & CO.312,923$4.02M0.03%+14,44213F-HRTimeline
Hennion & Walsh Asset Management, Inc.310,381$3.99M0.18%-46,27613F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …278,489$3.58M0.01%-1,700,60013F-HRTimelineGroup
United Advisor Group, LLC256,242$3.3M0.68%+8,46413F-HRTimeline
BI Asset Management Fondsmaeglerselskab…in group BI Asset Management Fondsmaeg…243,570$3.13M0.04%+94,46813F-HRTimelineGroup
Muzinich & Co., Inc.238,427$3.07M1.87%+44,38513F-HRTimeline
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …232,584$2.99M<0.01%+44,38513F-HRTimelineGroup
1832 Asset Management L.P.230,000$2.96M0.01%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA201,391$2.59M<0.01%-6,60313F-HR/ATimelineGroup
Naviter Wealth, LLC197,494$2.58M0.31%+10,98913F-HRTimeline
Graypoint LLC181,252$2.33M0.15%+5,09813F-HRTimeline
North Ground Capital190,000$2.27M2.31%-17,51913F-HRTimeline
AdvisorNet Financial, Inc170,854$2.2M0.16%new13F-HRTimeline
Next Capital Management LLC169,085$2.17M1.04%-5,64313F-HRTimeline
DNB Asset Management ASin group DNB Asset Management AS164,114$2.11M0.01%-16,76713F-HRTimelineGroup
Almitas Capital LLC142,884$1.84M0.61%+7,44013F-HRTimeline
Garner Asset Management Corp131,863$1.7M0.74%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO117,076$1.51M<0.01%-49,15413F-HRTimelineGroup
NorthCoast Asset Management LLC109,666$1.41M0.01%+50,00013F-HR/ATimeline
J.W. COLE ADVISORS, INC.105,647$1.36M0.04%+23,89113F-HRTimeline
LSV ASSET MANAGEMENT104,866$1.35M<0.01%-34,66613F-HRTimeline
Connor, Clark & Lunn Investment Managem…103,696$1.33M0.01%+8,17613F-HRTimeline
Arkadios Wealth Advisors99,035$1.27M0.05%-6,55213F-HRTimeline
Qube Research & Technologies Ltd95,058$1.22M<0.01%+20,35413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.94,197$1.21M<0.01%+1,16913F-HRTimelineGroup
DENALI ADVISORS LLC90,006$1.16M0.13%+9,10313F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC89,748$1.15M0.02%+1,10413F-HRTimeline
CANADA LIFE ASSURANCE Coin group CANADA LIFE ASSURANCE Co89,327$1.15M<0.01%+35,99513F-HRTimelineGroup
HighTower Advisors, LLC85,564$1.1M<0.01%-3,75313F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…84,191$1.08M0.02%-30013F-HRTimelineGroup
COMERICA BANK82,909$1.07M<0.01%-6,26213F-HRTimeline
Global Wealth Management Investment Adv…79,108$1.02M0.2%-6413F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC78,135$1M<0.01%+34,05513F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…76,166$980K<0.01%+7,96413F-HRTimelineGroup
M Holdings Securities, Inc.74,601$959K0.16%013F-HRTimeline
Whipplewood Advisors, LLC3$955K0.68%-68,75013F-HRTimeline
Capital Investment Advisors, LLC73,391$944K0.02%-6,36313F-HRTimeline
Virtus Investment Advisers, LLCgroup of 2 filers holding71,098$914K+8,787Timeline
Sigma Planning Corp70,863$911K0.03%+10,42513F-HRTimeline
WESTBOURNE INVESTMENTS, INC.68,814$885K0.54%+12,61413F-HRTimeline
Camelot Portfolios, LLC64,585$831K0.52%+19,28913F-HRTimeline
SHARPEPOINT LLC68,570$826K0.72%+12,65113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC63,354$815K<0.01%-6,12813F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC60,852$783K<0.01%-82413F-HRTimelineGroup
Janney Montgomery Scott LLC57,926$745K<0.01%-4,17813F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC53,630$690K0.47%013F-HRTimeline
MERIDIAN INVESTMENT COUNSEL INC.53,445$687K0.2%-1,00013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC44,824$576K<0.01%-67,13213F-HRTimelineGroup
SHUFRO ROSE & CO LLC44,142$568K0.04%-29013F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC41,656$536K0.27%013F-HRTimelineGroup
LeClair Wealth Partners LLC40,885$526K0.38%new13F-HRTimeline
EVOKE WEALTH, LLC36,800$473K0.01%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…36,655$471K<0.01%-28,38013F-HRTimelineGroup
WEDBUSH SECURITIES INC36,291$467K0.02%+1,41013F-HRTimeline
Steward Partners Investment Advisory, L…34,896$449K<0.01%+3,01513F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…34,677$446K0.17%-1,31813F-HRTimeline
&PARTNERS32,744$427K<0.01%+13,63413F-HRTimeline
Cetera Investment Advisers29,763$383K<0.01%-69,22413F-HRTimeline
CW Advisors, LLC29,539$380K<0.01%+94513F-HRTimeline
FOX RUN MANAGEMENT, L.L.C.28,937$372K0.06%new13F-HRTimeline
CREDIT AGRICOLE S Ain group CREDIT AGRICOLE S A28,265$363K<0.01%013F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC26,927$363K0.01%013F-HRTimelineGroup
Lansforsakringar Fondforvaltning AB (pu…27,786$357K<0.01%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP27,650$356K<0.01%013F-HRTimelineGroup
OneDigital Investment Advisors LLC26,906$346K<0.01%-4,65213F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…25,595$329K0.03%+87613F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\25,277$325K<0.01%+1,66813F-HRTimelineGroup
Millennium Capital Advisors, LLC25,075$322K0.24%+11213F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …24,175$311K0.07%013F-HRTimelineGroup
Everstar Asset Management, LLC23,850$307K0.2%-70013F-HR/ATimeline
DKM Wealth Management, Inc.23,500$302K0.29%013F-HRTimeline
NewEdge Advisors, LLC23,430$301K<0.01%-1,15213F-HRTimeline
Generali Investments CEE, investicni sp…22,720$292K0.03%new13F-HRTimeline
WALLED LAKE PLANNING & WEALTH MANAGEMEN…22,271$286K0.1%013F-HRTimeline
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…21,814$281K0.01%new13F-HRTimelineGroup
Advisory Services Network, LLC21,009$270K0.01%+9,72413F-HRTimeline
Cambridge Investment Research Advisors,…20,667$266K<0.01%+1,57813F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC20,561$264K<0.01%new13F-HRTimelineGroup
Tyche Wealth Partners LLC19,500$251K0.05%-14,72813F-HRTimeline
ProShare Advisors LLC19,391$249K<0.01%+1,25013F-HRTimeline
AlphaCore Capital LLC18,292$235K0.02%new13F-HRTimeline
Onyx Bridge Wealth Group LLC17,290$222K0.03%+23013F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC17,064$219K<0.01%new13F-HR/ATimelineGroup
Arete Wealth Advisors, LLC15,438$199K0.02%-3,03713F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …15,443$199K<0.01%-94413F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…14,142$182K<0.01%+11,10013F-HRTimelineGroup
Creative Planningin group Creative Planning13,766$177K<0.01%+80413F-HRTimelineGroup
MELFA WEALTH MANAGEMENT, INC.13,718$176K0.12%013F-HRTimeline
Accel Wealth Management13,651$176K0.06%+1,07413F-HRTimeline
ORRSTOWN FINANCIAL SERVICES INC13,640$175K0.04%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC13,444$173K<0.01%-8,54313F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.13,365$172K0.01%-5413F-HR/ATimelineGroup
REDMONT WEALTH ADVISORS LLC13,054$168K0.33%013F-HRTimeline
CAXTON ASSOCIATES LLP12,886$166K0.01%13F-HRTimeline
MQS Management LLC12,589$162K0.09%new13F-HRTimeline
HB Wealth Management, LLC12,446$160K<0.01%+1,91413F-HRTimeline
Ausdal Financial Partners, Inc.12,351$159K0.01%-63113F-HRTimeline
Sovereign Financial Group, Inc.12,113$156K0.04%013F-HRTimeline
Williams Jones Wealth Management, LLC.10,901$140K<0.01%013F-HRTimeline
Private Advisor Group, LLC10,869$140K<0.01%013F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.10,602$136K0.01%+44113F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC10,564$136K<0.01%new13F-HRTimelineGroup
Parallel Advisors, LLC8,355$107K<0.01%-52613F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…8,352$107K0.04%+2,47313F-HRTimelineGroup
Westchester Capital Management, LLCin group Westchester Capital Managemen…7,702$99K0.01%013F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS7,507$96.5K<0.01%-2,50213F-HRTimelineGroup
Parkside Financial Bank & Trust7,064$90.8K0.01%+19813F-HRTimeline
HARBOUR INVESTMENTS, INC.6,409$82.4K<0.01%013F-HRTimeline
Security National Bank5,696$73.3K0.01%+14513F-HRTimeline
CITIGROUP INCin group CITIGROUP INC5,677$73K<0.01%+48513F-HRTimelineGroup
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD5,559$71.5K<0.01%-1,16913F-HRTimelineGroup
Promus Capital, LLC5,300$68.2K0.05%new13F-HR/ATimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP5,214$68K<0.01%+77513F-HR/ATimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC3,304$42K<0.01%013F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.3,675$38.5K<0.01%013F-HRTimelineGroup
Anchor Investment Management, LLC2,577$33.1K<0.01%013F-HRTimeline
Allworth Financial LP2,558$30.6K<0.01%013F-HRTimeline
Activest Wealth Management2,266$29.1K0.01%013F-HRTimeline
Farther Finance Advisors, LLC2,209$28.4K<0.01%+47713F-HRTimeline
Ransom Advisory, Ltd2,148$27.6K0.01%013F-HRTimeline
Wealth Preservation Advisors, LLC1,983$25.5K0.02%13F-HRTimeline
SIGNATUREFD, LLC1,797$23.1K<0.01%-89113F-HRTimeline
Cape Investment Advisory, Inc.1,784$22.9K0.01%013F-HRTimeline
IFP Advisors, Inc1,500$19.3K<0.01%013F-HRTimeline
Founders Capital Management1,500$19.3K0.01%013F-HRTimeline
Transce3nd, LLC1,471$18.9K0.01%013F-HRTimeline
CoreCap Advisors, LLC1,132$14.6K<0.01%-13,01313F-HRTimeline
GPS Wealth Strategies Group, LLC1,079$13.9K<0.01%013F-HRTimeline
NCP Inc.1,041$13.4K0.02%+2913F-HRTimeline
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC990$12K<0.01%013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…758$9.75K<0.01%+3913F-HRTimelineGroup
Aventura Private Wealth, LLC564$7.25K<0.01%+1613F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.500$6K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Asset Dedication, LLC316$4.06K<0.01%013F-HRTimeline
Cheviot Value Management, LLC333$3.97K<0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.300$3K<0.01%new13F-HRTimeline
Key Financial Inc150$1.93K<0.01%013F-HRTimeline
GAMMA Investing LLC58$746<0.01%013F-HR/ATimeline
N.E.W. Advisory Services LLC48$617<0.01%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…46$592<0.01%-2,02113F-HRTimelineGroup
Lindbrook Capital, LLC38$489<0.01%013F-HRTimeline
Smallwood Wealth Investment Management,…16$216<0.01%new13F-HRTimeline
Frazier Financial Advisors, LLC0$7<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.