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Disclosery

MFIC MIDCAP FINANCIAL INVSTMNT CO

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COM NEW (common), issuer CIK 1278752

173 managers (174 13F filers) reported a position in MFIC shares at 2025-09-30, 29,215,983 shares in all. 22 filers opened a position and 17 filers sold out during the quarter.

Managers
173
13F filers
174
New
22
Added
60
Reduced
48
Sold out
17
Shares held by filers
29,215,983

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 INC3,137,783$37.6M0.49%+200,00013F-HRTimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP2,511,678$30.1M0.03%+121,52313F-HRTimelineGroup
Apollo Management Holdings, L.P.in group Apollo Management Holdings, L…2,388,863$28.6M0.43%+613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,916,834$23M<0.01%+29,69413F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG1,701,175$20.4M<0.01%+33,88713F-HRTimelineGroup
Next Capital Management LLC1,341,585$16.1M5.37%+616,18413F-HRTimeline
Invesco Ltd.in group Invesco Ltd.880,437$10.6M<0.01%+109,99913F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources770,828$9.24M<0.01%-1,71013F-HRTimelineGroup
CURA WEALTH ADVISORS, LLC617,918$7.41M2.85%-91,04113F-HRTimeline
Legal & General Group Plcin group Legal & General Group Plc577,821$6.92M<0.01%-39,03113F-HRTimelineGroup
Muzinich & Co., Inc.571,520$6.85M2.66%+170,12713F-HRTimeline
ARES MANAGEMENT LLCin group ARES MANAGEMENT LLC545,532$6.54M0.3%013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN543,118$6.51M<0.01%-41,84713F-HRTimelineGroup
Callodine Capital Management, LP510,808$6.12M0.54%+10,80813F-HRTimeline
LPL Financial LLC507,420$6.08M<0.01%-31,04713F-HRTimeline
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …503,351$6.04M<0.01%+168,35713F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC474,348$5.69M0.01%+8,32013F-HRTimeline
CONDOR CAPITAL MANAGEMENT429,367$5.15M0.42%+16,49213F-HRTimeline
Ethos Financial Group, LLC423,178$5.07M0.4%+1,27713F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC417,160$5M<0.01%+14,52413F-HRTimelineGroup
Foundations Investment Advisors, LLC400,283$4.8M0.07%+28,45513F-HRTimeline
CASTLEKEEP INVESTMENT ADVISORS LLC398,683$4.78M2.24%+9,77213F-HRTimeline
Janney Montgomery Scott LLC395,834$4.75M0.01%+339,25913F-HRTimeline
D.A. DAVIDSON & CO.344,057$4.13M0.03%+16,00213F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.324,874$3.9M<0.01%-287,00313F-HRTimelineGroup
Advisors Asset Management, Inc.289,415$3.47M0.06%-72,97613F-HR/ATimeline
BI Asset Management Fondsmaeglerselskab…in group BI Asset Management Fondsmaeg…287,296$3.44M0.03%+15,74913F-HRTimelineGroup
United Advisor Group, LLC270,816$3.25M0.44%+13,96413F-HRTimeline
North Ground Capital250,000$3M1.84%new13F-HRTimeline
TWO SIGMA INVESTMENTS, LPgroup of 2 filers holding233,182$2.8M-212,497Timeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC229,318$2.75M<0.01%-242,93613F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA225,831$2.71M<0.01%-11,37813F-HRTimelineGroup
Naviter Wealth, LLC204,109$2.45M0.28%+85013F-HRTimeline
Garner Asset Management Corp170,273$2.05M0.83%+58,64213F-HRTimeline
Hennion & Walsh Asset Management, Inc.167,218$2M0.07%-56,33913F-HRTimeline
DNB Asset Management ASin group DNB Asset Management AS164,114$1.97M0.01%013F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP150,909$1.81M<0.01%-183,53713F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/150,080$1.8M<0.01%-44,18513F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.140,297$1.79M<0.01%+44,59913F-HRTimelineGroup
CONFLUENCE INVESTMENT MANAGEMENT LLC131,701$1.58M0.02%-33,45413F-HRTimeline
J.W. COLE ADVISORS, INC.126,393$1.52M0.03%+7,22513F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC122,591$1.47M<0.01%-124,33213F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC111,294$1.33M<0.01%+62,98313F-HRTimelineGroup
Arkadios Wealth Advisors104,524$1.25M0.03%+57013F-HRTimeline
NorthCoast Asset Management LLC101,666$1.22M<0.01%-8,00013F-HRTimeline
LSV ASSET MANAGEMENT96,100$1.15M<0.01%-8,76613F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC92,736$1.11M<0.01%-20,19913F-HRTimelineGroup
Almitas Capital LLC92,717$1.11M0.25%013F-HR/ATimeline
Global Wealth Management Investment Adv…90,935$1.09M0.18%+5,71513F-HRTimeline
HighTower Advisors, LLC89,841$1.08M<0.01%+34913F-HRTimeline
COMERICA BANK86,376$1.04M<0.01%-5,57913F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…84,737$1.02M0.01%+54613F-HRTimelineGroup
SHARPEPOINT LLC84,375$1.01M0.91%+3,81213F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…79,720$956K<0.01%+2,44313F-HRTimelineGroup
DENALI ADVISORS LLC74,432$892K0.1%-13,24913F-HRTimeline
Sigma Planning Corp71,259$854K0.02%-1,78713F-HRTimeline
Virtus Investment Advisers, LLCin group Virtus Investment Advisers, L…70,233$842K0.24%+72013F-HRTimelineGroup
Capital Investment Advisors, LLC64,997$779K0.01%-5,43713F-HRTimeline
Camelot Portfolios, LLC63,262$759K0.45%+1,37813F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC59,670$715K<0.01%-9,48813F-HRTimelineGroup
Millennium Capital Advisors, LLC57,223$686K0.41%+32,02713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC56,947$683K<0.01%+8,10913F-HRTimelineGroup
PANORAMIC INVESTMENT ADVISORS, LLC53,630$643K0.36%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO52,229$626K<0.01%-6,53413F-HR/ATimelineGroup
Trexquant Investment LP50,173$602K0.01%+36,39613F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP45,449$545K<0.01%+12,36813F-HRTimelineGroup
SHUFRO ROSE & CO LLC41,834$538K0.04%013F-HRTimeline
CANADA LIFE ASSURANCE Coin group CANADA LIFE ASSURANCE Co44,756$535K<0.01%-49,10113F-HRTimelineGroup
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC43,687$524K0.21%+2,03113F-HR/ATimelineGroup
Whipplewood Advisors, LLC42,042$504K0.33%-21,29913F-HRTimeline
LeClair Wealth Partners LLC40,885$490K0.31%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC40,350$484K0.01%+3,35113F-HRTimelineGroup
MERIDIAN INVESTMENT COUNSEL INC.36,013$432K0.11%-6,03213F-HRTimeline
WEDBUSH SECURITIES INC35,952$431K0.01%-69113F-HRTimeline
Steward Partners Investment Advisory, L…35,910$431K<0.01%+61913F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…33,674$404K0.13%-1,00313F-HRTimeline
Cetera Investment Advisers33,093$397K<0.01%+2,70913F-HRTimeline
Verition Fund Management LLC30,400$364K<0.01%-17,18913F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/30,303$364K<0.01%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…25,996$324K0.03%013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP26,450$317K<0.01%+60013F-HRTimelineGroup
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …24,928$299K0.05%+75313F-HRTimelineGroup
NewEdge Advisors, LLC24,128$289K<0.01%-30213F-HRTimeline
Aquatic Capital Management LLC23,593$283K0.01%new13F-HRTimeline
Advisory Services Network, LLC23,552$282K<0.01%+2213F-HRTimeline
Tyche Wealth Partners LLC23,500$282K0.05%013F-HRTimeline
DKM Wealth Management, Inc.23,500$282K0.23%013F-HRTimeline
CAXTON ASSOCIATES LLP22,441$269K0.01%+9,55513F-HRTimeline
Generali Investments CEE, investicni sp…22,281$267K0.02%-1,85813F-HRTimeline
WALLED LAKE PLANNING & WEALTH MANAGEMEN…22,271$267K0.09%013F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC22,104$265K0.01%new13F-HRTimelineGroup
OXFORD ASSET MANAGEMENT LLP22,066$265K0.09%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC21,772$261K<0.01%new13F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\21,026$252K<0.01%-2,33313F-HRTimelineGroup
Everstar Asset Management, LLC20,850$250K0.14%013F-HRTimeline
ProShare Advisors LLC19,622$235K<0.01%+1,07613F-HRTimeline
B. Riley Wealth Advisors, Inc.19,102$229K0.01%013F-HRTimeline
Onyx Bridge Wealth Group LLC17,803$213K0.02%+26413F-HRTimeline
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…17,235$207K<0.01%-6,54513F-HRTimelineGroup
Creative Planningin group Creative Planning16,905$203K<0.01%+2,36613F-HRTimelineGroup
MARSHALL WACE, LLPin group MARSHALL WACE, LLP16,761$201K<0.01%new13F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …16,063$193K<0.01%+32013F-HRTimelineGroup
OneDigital Investment Advisors LLC15,615$187K<0.01%-3,33213F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.15,600$187K<0.01%new13F-HRTimelineGroup
Arete Wealth Advisors, LLC15,633$187K0.01%-30513F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.14,989$180K<0.01%new13F-HRTimelineGroup
Essex Financial Services, Inc.in group Essex Financial Services, Inc.14,640$176K0.01%+4,01913F-HRTimelineGroup
&PARTNERS14,621$175K<0.01%-24,00313F-HRTimeline
FOX RUN MANAGEMENT, L.L.C.14,175$170K0.03%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…14,142$170K<0.01%013F-HRTimelineGroup
AdvisorNet Financial, Inc14,051$168K0.01%-143,17713F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.13,718$164K0.1%013F-HRTimeline
ORRSTOWN FINANCIAL SERVICES INC13,640$164K0.03%013F-HRTimeline
Founders Financial Alliance, LLC13,587$163K0.03%new13F-HRTimeline
HB Wealth Management, LLC13,231$159K<0.01%+41213F-HRTimeline
REDMONT WEALTH ADVISORS LLC13,054$157K0.22%013F-HRTimeline
AlphaCore Capital LLC11,889$143K<0.01%+36013F-HRTimeline
EASTERLY INVESTMENT PARTNERS LLC11,476$138K0.01%new13F-HRTimeline
Sovereign Financial Group, Inc.11,212$134K0.03%-90113F-HRTimeline
Permanens Capital L.P.11,029$132K0.02%new13F-HRTimeline
Accel Wealth Management11,000$132K0.04%-2,73113F-HRTimeline
Williams Jones Wealth Management, LLC.10,901$131K<0.01%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp10,500$126K<0.01%new13F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC10,378$124K<0.01%-6513F-HRTimelineGroup
Wealthspire Advisors, LLC10,335$124K<0.01%+31713F-HRTimeline
PRIVATE MANAGEMENT GROUP INC10,317$124K<0.01%013F-HRTimeline
Stablepoint Partners, LLC10,255$123K0.02%new13F-HRTimeline
MRA Advisory Group10,217$122K0.05%new13F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…8,804$106K0.03%013F-HRTimelineGroup
Westchester Capital Management, LLCin group Westchester Capital Managemen…7,702$92.3K<0.01%013F-HRTimelineGroup
Parallel Advisors, LLC7,517$90.1K<0.01%-16313F-HRTimeline
Parkside Financial Bank & Trust7,503$90K0.01%+22713F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD7,218$86.5K<0.01%+51213F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.6,782$81.3K<0.01%+37313F-HRTimeline
Security National Bank6,044$72.5K0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…5,758$69K<0.01%-3,75513F-HRTimelineGroup
Promus Capital, LLC5,300$63.5K0.04%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS4,592$55.1K<0.01%new13F-HRTimelineGroup
Access Investment Management LLC4,000$48K0.01%013F-HRTimeline
FINANCIAL CONSULATE, INC3,841$46.1K0.01%new13F-HRTimeline
State of Alaska, Department of Revenue3,871$46K<0.01%new13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.3,675$44.1K<0.01%013F-HRTimelineGroup
Physician Wealth Advisors, Inc.3,500$42K0.01%new13F-HRTimeline
SIGNATUREFD, LLC3,387$40.6K<0.01%013F-HRTimeline
Allworth Financial LP3,223$38.6K<0.01%-113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP3,114$37.5K<0.01%-3,50013F-HRTimelineGroup
Anchor Investment Management, LLC2,577$30.9K<0.01%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…2,518$30.2K<0.01%013F-HRTimelineGroup
Arax Advisory Partners2,424$29.1K<0.01%+1,76413F-HRTimeline
Activest Wealth Management2,266$27.2K0.01%013F-HRTimeline
GROUP ONE TRADING LLC1,899$22.8K<0.01%+1,20013F-HRTimeline
IFP Advisors, Inc1,514$18.2K<0.01%013F-HR/ATimeline
Founders Capital Management1,500$18K0.01%013F-HRTimeline
CoreCap Advisors, LLC1,132$13.6K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC1,079$12.9K<0.01%013F-HRTimeline
Sound Income Strategies, LLC1,118$12.9K<0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC1,023$12K<0.01%-2713F-HRTimelineGroup
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …1,000$12K<0.01%13F-HRTimelineGroup
Aventura Private Wealth, LLC599$7.18K<0.01%+1813F-HRTimeline
Farther Finance Advisors, LLC584$7K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…563$6.75K<0.01%013F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.500$6K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
ASSETMARK, INCin group ASSETMARK, INC500$6K<0.01%013F-HRTimelineGroup
Global Retirement Partners, LLC445$5.34K<0.01%013F-HRTimeline
Cheviot Value Management, LLC333$4.13K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.300$3.6K<0.01%013F-HRTimeline
NFSG Corp276$3.31K<0.01%013F-HRTimeline
Key Financial Inc150$1.77K<0.01%013F-HRTimeline
Larson Financial Group LLC135$1.62K<0.01%new13F-HRTimeline
TRUST CO OF VERMONT91$1.09K<0.01%-37513F-HRTimeline
N.E.W. Advisory Services LLC48$576<0.01%013F-HRTimeline
Smallwood Wealth Investment Management,…1$17<0.01%013F-HRTimeline
Frazier Financial Advisors, LLC1$7<0.01%+113F-HRTimeline