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Disclosery

MFIC MIDCAP FINANCIAL INVSTMNT CO

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COM NEW (common), issuer CIK 1278752

170 managers (171 13F filers) reported a position in MFIC shares at 2025-06-30, 28,894,443 shares in all. 18 filers opened a position and 17 filers sold out during the quarter.

Managers
170
13F filers
171
New
18
Added
75
Reduced
38
Sold out
17
Shares held by filers
28,894,443

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 INC2,937,783$37.1M0.48%013F-HRTimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP2,390,155$30.2M0.03%+152,42813F-HRTimelineGroup
Apollo Management Holdings, L.P.in group Apollo Management Holdings, L…2,388,857$30.1M0.47%+513F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,887,140$23.8M<0.01%+64,08613F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,667,288$21M<0.01%+405,98513F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources772,538$9.75M<0.01%+119,34313F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.770,438$9.72M<0.01%-108,12513F-HRTimelineGroup
Next Capital Management LLC725,401$9.15M3.38%+556,31613F-HRTimeline
CURA WEALTH ADVISORS, LLC708,959$8.95M4.17%+60,35913F-HRTimeline
Legal & General Group Plcin group Legal & General Group Plc616,852$7.79M<0.01%-8,12513F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.611,877$7.72M<0.01%+151,50213F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN584,965$7.38M<0.01%+69113F-HRTimelineGroup
ARES MANAGEMENT LLCin group ARES MANAGEMENT LLC545,532$6.88M0.35%+63,50013F-HRTimelineGroup
LPL Financial LLC538,467$6.8M<0.01%-23,67013F-HRTimeline
Callodine Capital Management, LP500,000$6.31M0.65%+90,15013F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC472,254$5.96M<0.01%+45813F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC466,028$5.88M0.01%+115,77513F-HRTimeline
TWO SIGMA INVESTMENTS, LPgroup of 2 filers holding445,679$5.62M+11,424Timeline
Ethos Financial Group, LLC421,901$5.32M0.46%+5,95313F-HRTimeline
CONDOR CAPITAL MANAGEMENT412,875$5.21M0.45%+15,78913F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC402,636$5.08M<0.01%+57,40613F-HRTimelineGroup
Muzinich & Co., Inc.401,393$5.07M2.31%+162,96613F-HRTimeline
CASTLEKEEP INVESTMENT ADVISORS LLC388,911$4.91M2.4%+8913F-HRTimeline
Foundations Investment Advisors, LLC371,828$4.69M0.07%-55,55213F-HRTimeline
Advisors Asset Management, Inc.362,391$4.57M0.08%-111,49213F-HR/ATimeline
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …334,994$4.23M<0.01%+102,41013F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP334,446$4.22M<0.01%-67813F-HRTimelineGroup
D.A. DAVIDSON & CO.328,055$4.14M0.03%+15,13213F-HRTimeline
BI Asset Management Fondsmaeglerselskab…in group BI Asset Management Fondsmaeg…271,547$3.43M0.03%+27,97713F-HRTimelineGroup
United Advisor Group, LLC256,852$3.24M0.56%+61013F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC246,923$3.12M<0.01%+226,36213F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA237,209$2.99M<0.01%+35,81813F-HR/ATimelineGroup
Hennion & Walsh Asset Management, Inc.223,557$2.82M0.11%-86,82413F-HRTimeline
Naviter Wealth, LLC203,259$2.57M0.32%+5,76513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/194,265$2.45M<0.01%-182,07513F-HRTimelineGroup
Graypoint LLC186,797$2.36M0.13%+5,54513F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC165,155$2.08M0.03%+75,40713F-HRTimeline
DNB Asset Management ASin group DNB Asset Management AS164,114$2.07M0.01%013F-HRTimelineGroup
AdvisorNet Financial, Inc157,228$1.98M0.13%-13,62613F-HRTimeline
J.W. COLE ADVISORS, INC.119,168$1.5M0.03%+13,52113F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC112,935$1.43M<0.01%+34,80013F-HRTimelineGroup
Garner Asset Management Corp111,631$1.41M0.65%-20,23213F-HRTimeline
NorthCoast Asset Management LLC109,666$1.38M0.01%013F-HRTimeline
LSV ASSET MANAGEMENT104,866$1.32M<0.01%013F-HRTimeline
Arkadios Wealth Advisors103,954$1.31M0.04%+4,91913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.95,698$1.21M<0.01%+1,50113F-HR/ATimelineGroup
CANADA LIFE ASSURANCE Coin group CANADA LIFE ASSURANCE Co93,857$1.19M<0.01%+4,53013F-HRTimelineGroup
Almitas Capital LLC92,717$1.17M0.3%-50,16713F-HRTimeline
COMERICA BANK91,955$1.16M<0.01%+9,04613F-HRTimeline
HighTower Advisors, LLC89,492$1.13M<0.01%+3,92813F-HRTimeline
DENALI ADVISORS LLC87,681$1.11M0.12%-2,32513F-HRTimeline
Global Wealth Management Investment Adv…85,220$1.08M0.2%+6,11213F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…84,191$1.06M0.01%013F-HRTimelineGroup
SHARPEPOINT LLC80,563$1.02M1.05%+11,99313F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…77,277$975K<0.01%+1,11113F-HR/ATimelineGroup
CW Advisors, LLC76,278$963K0.01%+46,73913F-HRTimeline
Sigma Planning Corp73,046$922K0.03%+2,18313F-HRTimeline
M Holdings Securities, Inc.72,318$913K0.16%-2,28313F-HRTimeline
Capital Investment Advisors, LLC70,434$889K0.02%-2,95713F-HR/ATimeline
Virtus Investment Advisers, LLCin group Virtus Investment Advisers, L…69,513$877K0.3%-1,58513F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC69,158$873K<0.01%+8,30613F-HRTimelineGroup
Whipplewood Advisors, LLC63,341$799K0.44%+63,33813F-HRTimeline
Camelot Portfolios, LLC61,884$781K0.47%-2,70113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO58,763$742K<0.01%-58,31313F-HRTimelineGroup
Janney Montgomery Scott LLC56,575$714K<0.01%-1,35113F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC53,630$677K0.42%013F-HRTimeline
Connor, Clark & Lunn Investment Managem…51,851$654K<0.01%-51,84513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC48,838$616K<0.01%+4,01413F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC48,311$610K<0.01%-15,04313F-HRTimelineGroup
Verition Fund Management LLC47,589$601K<0.01%new13F-HRTimeline
SHUFRO ROSE & CO LLC41,834$538K0.04%-2,30813F-HRTimeline
MERIDIAN INVESTMENT COUNSEL INC.42,045$531K0.14%-11,40013F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC41,656$526K0.24%013F-HRTimelineGroup
LeClair Wealth Partners LLC40,885$516K0.35%013F-HRTimeline
&PARTNERS38,624$487K<0.01%+5,88013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC36,999$467K0.01%+10,07213F-HRTimelineGroup
EVOKE WEALTH, LLC36,800$464K0.01%013F-HRTimeline
WEDBUSH SECURITIES INC36,643$462K0.02%+35213F-HRTimeline
Steward Partners Investment Advisory, L…35,291$445K<0.01%+39513F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…34,677$438K0.16%013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP33,081$417K<0.01%new13F-HRTimelineGroup
Cetera Investment Advisers30,384$383K<0.01%+62113F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…25,996$328K0.03%+40113F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP25,850$326K<0.01%-1,80013F-HRTimelineGroup
Millennium Capital Advisors, LLC25,196$318K0.21%+12113F-HRTimeline
NewEdge Advisors, LLC24,430$308K<0.01%+1,00013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC24,371$308K<0.01%new13F-HRTimelineGroup
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …24,175$305K0.07%013F-HRTimelineGroup
Generali Investments CEE, investicni sp…24,139$305K0.03%+1,41913F-HRTimeline
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…23,780$300K<0.01%+1,96613F-HRTimelineGroup
Tyche Wealth Partners LLC23,500$297K0.06%+4,00013F-HRTimeline
DKM Wealth Management, Inc.23,500$297K0.26%013F-HRTimeline
Advisory Services Network, LLC23,530$296K<0.01%+2,52113F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\23,359$295K<0.01%-1,91813F-HRTimelineGroup
WALLED LAKE PLANNING & WEALTH MANAGEMEN…22,271$281K0.09%013F-HRTimeline
Everstar Asset Management, LLC20,850$263K0.16%-3,00013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC19,263$243K<0.01%+5,81913F-HRTimelineGroup
B. Riley Wealth Advisors, Inc.19,102$241K0.01%new13F-HRTimeline
OneDigital Investment Advisors LLC18,947$239K<0.01%-7,95913F-HRTimeline
WESTBOURNE INVESTMENTS, INC.18,930$239K0.13%-49,88413F-HRTimeline
ProShare Advisors LLC18,546$234K<0.01%-84513F-HRTimeline
Quantbot Technologies LP18,246$230K0.01%new13F-HRTimeline
Onyx Bridge Wealth Group LLC17,539$221K0.03%+24913F-HRTimeline
Arete Wealth Advisors, LLC15,938$201K0.01%+50013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …15,743$199K<0.01%+30013F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC15,105$191K<0.01%new13F-HRTimelineGroup
Creative Planningin group Creative Planning14,539$183K<0.01%+77313F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…14,142$178K<0.01%013F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.13,956$176K0.01%+59113F-HRTimelineGroup
Trexquant Investment LP13,777$174K<0.01%new13F-HRTimeline
Accel Wealth Management13,731$173K0.06%+8013F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.13,718$173K0.11%013F-HRTimeline
ORRSTOWN FINANCIAL SERVICES INC13,640$172K0.04%013F-HRTimeline
REDMONT WEALTH ADVISORS LLC13,054$165K0.24%013F-HRTimeline
CAXTON ASSOCIATES LLP12,886$163K<0.01%013F-HRTimeline
HB Wealth Management, LLC12,819$162K<0.01%+37313F-HRTimeline
Sovereign Financial Group, Inc.12,113$153K0.03%013F-HRTimeline
Axim Planning & Wealth11,780$149K0.14%new13F-HRTimeline
AlphaCore Capital LLC11,529$145K0.01%-6,76313F-HRTimeline
Cambridge Investment Research Advisors,…11,358$143K<0.01%-9,30913F-HRTimeline
Ausdal Financial Partners, Inc.10,999$139K0.01%-1,35213F-HRTimeline
Williams Jones Wealth Management, LLC.10,901$138K<0.01%013F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.10,621$134K0.01%+1913F-HRTimelineGroup
TWO SIGMA SECURITIES, LLC10,561$133K0.02%new13F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC10,443$132K<0.01%-12113F-HRTimelineGroup
PRIVATE MANAGEMENT GROUP INC10,317$130K<0.01%new13F-HRTimeline
Wealthspire Advisors, LLC10,018$126K<0.01%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…9,513$120K<0.01%+9,46713F-HRTimelineGroup
Anfield Capital Management, LLCin group Anfield Capital Management, L…8,804$111K0.04%+45213F-HRTimelineGroup
Westchester Capital Management, LLCin group Westchester Capital Managemen…7,702$97.2K0.01%013F-HRTimelineGroup
Parallel Advisors, LLC7,680$96.9K<0.01%-67513F-HRTimeline
Parkside Financial Bank & Trust7,276$91.8K0.01%+21213F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD6,706$84.6K<0.01%+1,14713F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP6,614$82.7K<0.01%+1,40013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.6,409$80.9K<0.01%013F-HRTimeline
Security National Bank6,044$76.3K0.01%+34813F-HRTimeline
Transce3nd, LLC5,439$68.6K0.03%+3,96813F-HRTimeline
Promus Capital, LLC5,300$66.9K0.04%013F-HR/ATimeline
Access Investment Management LLC4,000$50.5K0.01%13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.3,675$46.4K<0.01%013F-HRTimelineGroup
SIGNATUREFD, LLC3,387$42.7K<0.01%+1,59013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC3,304$42K<0.01%013F-HRTimelineGroup
Allworth Financial LP3,224$40.7K<0.01%+66613F-HRTimeline
Anchor Investment Management, LLC2,577$32.5K<0.01%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…2,518$31.8K<0.01%new13F-HRTimelineGroup
Activest Wealth Management2,266$28.6K0.01%013F-HRTimeline
Cape Investment Advisory, Inc.1,784$22.5K0.01%013F-HRTimeline
IFP Advisors, Inc1,514$19.1K<0.01%+1413F-HRTimeline
Founders Capital Management1,500$18.9K0.01%013F-HRTimeline
CoreCap Advisors, LLC1,132$14.3K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC1,079$13.6K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC1,050$13K<0.01%new13F-HRTimelineGroup
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC764$9K<0.01%-22613F-HRTimelineGroup
GROUP ONE TRADING LLC699$8.82K<0.01%new13F-HRTimeline
Arax Advisory Partners660$8.33K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC584$7.37K<0.01%-1,62513F-HRTimeline
Aventura Private Wealth, LLC581$7.33K<0.01%+1713F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…563$7.11K<0.01%-19513F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC500$6.31K<0.01%new13F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.500$6K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
TRUST CO OF VERMONT466$5.88K<0.01%new13F-HRTimeline
Global Retirement Partners, LLC445$5.62K<0.01%13F-HRTimeline
Cheviot Value Management, LLC333$4.19K<0.01%013F-HRTimeline
NFSG Corp276$3.48K<0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.300$3K<0.01%013F-HRTimeline
Key Financial Inc150$1.89K<0.01%013F-HRTimeline
N.E.W. Advisory Services LLC48$606<0.01%013F-HRTimeline
Smallwood Wealth Investment Management,…1$17<0.01%-1513F-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.