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Disclosery

MFIC MIDCAP FINANCIAL INVSTMNT CO

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COM NEW (common), issuer CIK 1278752

191 managers (192 13F filers) reported a position in MFIC shares at 2025-12-31, 31,683,593 shares in all. 29 filers opened a position and 16 filers sold out during the quarter.

Managers
191
13F filers
192
New
29
Added
57
Reduced
67
Sold out
16
Shares held by filers
31,683,593

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 INC3,137,783$35.9M0.45%013F-HRTimeline
Apollo Management Holdings, L.P.in group Apollo Management Holdings, L…2,388,870$27.3M0.27%+713F-HRTimelineGroup
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP2,321,600$26.6M0.02%-190,07813F-HRTimelineGroup
UBS Group AGin group UBS Group AG2,024,312$23.2M<0.01%+323,13713F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,743,681$19.9M<0.01%-173,15313F-HR/ATimelineGroup
Next Capital Management LLC1,484,349$17M5.44%+142,76413F-HRTimeline
Diameter Capital Partners LP1,013,005$11.6M1.21%new13F-HRTimeline
Invesco Ltd.in group Invesco Ltd.911,041$10.4M<0.01%+30,60413F-HRTimelineGroup
Muzinich & Co., Inc.714,776$8.18M2.57%+143,25613F-HRTimeline
North Ground Capital651,326$7.45M3.7%+401,32613F-HRTimeline
Legal & General Group Plcin group Legal & General Group Plc651,851$7.45M<0.01%+74,03013F-HRTimelineGroup
CURA WEALTH ADVISORS, LLC641,918$7.34M2.78%+24,00013F-HRTimeline
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …549,575$6.29M<0.01%+46,22413F-HRTimelineGroup
ARES MANAGEMENT LLCin group ARES MANAGEMENT LLC545,532$6.24M0.36%013F-HRTimelineGroup
Foundations Investment Advisors, LLC486,444$5.56M0.07%+86,16113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC486,406$5.56M<0.01%+375,11213F-HRTimelineGroup
Callodine Capital Management, LP483,408$5.53M0.44%-27,40013F-HRTimeline
CONDOR CAPITAL MANAGEMENT456,217$5.22M0.42%+26,85013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources445,302$5.09M<0.01%-325,52613F-HRTimelineGroup
RIVERNORTH CAPITAL MANAGEMENT, LLC414,430$4.74M0.22%new13F-HRTimeline
TWO SIGMA INVESTMENTS, LPgroup of 2 filers holding411,753$4.71M+178,571Timeline
Ethos Financial Group, LLC393,598$4.5M0.33%-29,58013F-HRTimeline
CASTLEKEEP INVESTMENT ADVISORS LLC384,937$4.4M1.99%-13,74613F-HRTimeline
Janney Montgomery Scott LLC364,142$4.17M0.01%-31,69213F-HRTimeline
D.A. DAVIDSON & CO.350,071$4M0.02%+6,01413F-HRTimeline
LPL Financial LLC317,470$3.63M<0.01%-189,95013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.316,204$3.62M<0.01%-8,67013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN304,699$3.49M<0.01%-238,41913F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…264,315$3.02M<0.01%new13F-HRTimelineGroup
United Advisor Group, LLC255,718$2.93M0.38%-15,09813F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC250,307$2.86M<0.01%new13F-HRTimelineGroup
Advisors Asset Management, Inc.248,193$2.84M0.05%-41,22213F-HR/ATimeline
BI Asset Management Fondsmaeglerselskab…in group BI Asset Management Fondsmaeg…241,364$2.76M0.02%-45,93213F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA219,049$2.51M<0.01%-6,78213F-HRTimelineGroup
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC205,660$2.35M<0.01%-23,65813F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC199,049$2.28M<0.01%new13F-HRTimelineGroup
Closed-End Fund Advisors, Inc.183,892$2.1M1.24%13F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC173,655$1.99M<0.01%-243,50513F-HRTimelineGroup
Naviter Wealth, LLC167,014$1.91M0.25%-37,09513F-HRTimeline
Hennion & Walsh Asset Management, Inc.159,675$1.83M0.06%-7,54313F-HRTimeline
DNB Asset Management ASin group DNB Asset Management AS153,358$1.75M0.01%-10,75613F-HRTimelineGroup
Garner Asset Management Corp148,905$1.7M0.65%-21,36813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.146,759$1.68M<0.01%+6,46213F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/141,045$1.61M<0.01%-9,03513F-HRTimelineGroup
Almitas Capital LLC135,477$1.55M0.34%+42,76013F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd135,297$1.55M0.04%new13F-HRTimelineGroup
J.W. COLE ADVISORS, INC.133,221$1.52M0.04%+6,82813F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC125,395$1.43M<0.01%+32,65913F-HRTimelineGroup
CONFLUENCE INVESTMENT MANAGEMENT LLC123,357$1.41M0.02%-8,34413F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.119,977$1.37M<0.01%+104,98813F-HRTimelineGroup
Lansforsakringar Fondforvaltning AB (pu…119,214$1.36M0.01%new13F-HRTimeline
SHARPEPOINT LLC103,569$1.18M0.71%+19,19413F-HRTimeline
Arkadios Wealth Advisors102,945$1.18M0.02%-1,57913F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth102,066$1.17M<0.01%new13F-HRTimelineGroup
Trexquant Investment LP101,212$1.16M0.01%+51,03913F-HRTimeline
Global Wealth Management Investment Adv…97,234$1.11M0.18%+6,29913F-HRTimeline
LSV ASSET MANAGEMENT96,100$1.1M<0.01%013F-HRTimeline
COMERICA BANK86,137$985K<0.01%-23913F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…79,954$915K0.01%-4,78313F-HRTimelineGroup
HighTower Advisors, LLC74,877$857K<0.01%-14,96413F-HRTimeline
Sigma Planning Corp71,842$822K0.02%+58313F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC64,821$774K<0.01%+5,15113F-HRTimelineGroup
Quantbot Technologies LP67,607$773K0.03%new13F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS65,100$745K<0.01%+60,50813F-HRTimelineGroup
Capital Investment Advisors, LLC62,205$712K0.01%-2,79213F-HRTimeline
DENALI ADVISORS LLC61,762$707K0.08%-12,67013F-HRTimeline
Virtus Investment Advisers, LLCin group Virtus Investment Advisers, L…60,236$689K0.19%-9,99713F-HRTimelineGroup
Camelot Portfolios, LLC59,051$676K0.42%-4,21113F-HRTimeline
Millennium Capital Advisors, LLC57,223$655K0.39%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP55,629$636K<0.01%-95,28013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC54,735$626K<0.01%-2,21213F-HRTimelineGroup
PANORAMIC INVESTMENT ADVISORS, LLC53,630$614K0.33%013F-HRTimeline
MQS Management LLC52,193$597K0.35%new13F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC48,637$556K0.01%new13F-HRTimelineGroup
CANADA LIFE ASSURANCE Coin group CANADA LIFE ASSURANCE Co44,668$510K<0.01%-8813F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO44,466$509K<0.01%-7,76313F-HRTimelineGroup
MARSHALL WACE, LLPin group MARSHALL WACE, LLP42,940$491K<0.01%+26,17913F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC42,135$482K0.01%+1,78513F-HRTimelineGroup
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC41,656$477K0.19%-2,03113F-HRTimelineGroup
LeClair Wealth Partners LLC40,885$468K0.27%013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP40,242$460K<0.01%-5,20713F-HRTimelineGroup
MERIDIAN INVESTMENT COUNSEL INC.37,713$431K0.1%+1,70013F-HRTimeline
SHUFRO ROSE & CO LLC37,267$426K0.03%-4,56713F-HRTimeline
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…34,964$400K0.01%+17,72913F-HRTimelineGroup
OXFORD ASSET MANAGEMENT LLP34,889$399K0.14%+12,82313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
COMMONWEALTH EQUITY SERVICES, LLC34,648$396K<0.01%-439,70013F-HRTimeline
Steward Partners Investment Advisory, L…34,497$395K<0.01%-1,41313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…32,841$376K<0.01%new13F-HRTimelineGroup
Aquatic Capital Management LLC32,824$376K0.01%+9,23113F-HRTimeline
WEDBUSH SECURITIES INC30,427$348K0.01%-5,52513F-HRTimeline
Verition Fund Management LLC30,400$348K<0.01%013F-HRTimeline
Cetera Investment Advisers28,415$325K<0.01%-4,67813F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC26,960$308K0.01%+4,85613F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…25,861$296K0.02%-13513F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …24,927$285K0.05%-113F-HRTimelineGroup
TrueMark Investments, LLCin group TrueMark Investments, LLC24,108$276K0.05%new13F-HRTimelineGroup
NewEdge Advisors, LLC23,927$274K<0.01%-20113F-HRTimeline
VARCOV Co.23,732$271K0.11%13F-HRTimeline
DKM Wealth Management, Inc.23,500$269K0.2%013F-HRTimeline
CAXTON ASSOCIATES LLP22,441$257K0.01%013F-HRTimeline
Generali Investments CEE, investicni sp…22,281$255K0.02%013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.22,200$254K<0.01%+6,60013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\21,026$241K<0.01%013F-HRTimelineGroup
Everstar Asset Management, LLC20,150$231K0.12%-70013F-HRTimeline
B. Riley Wealth Advisors, Inc.19,303$221K0.01%+20113F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP19,250$220K<0.01%-7,20013F-HRTimelineGroup
ProShare Advisors LLC18,531$212K<0.01%-1,09113F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC18,322$210K<0.01%new13F-HRTimelineGroup
Dynamic Technology Lab Private Ltd18,153$208K0.05%new13F-HRTimeline
Onyx Bridge Wealth Group LLC18,092$207K0.02%+28913F-HRTimeline
Shade Tree Advisors LLC17,099$196K0.15%new13F-HRTimeline
Americana Partners, LLC16,952$194K0.01%new13F-HRTimeline
Papamarkou Wellner Asset Management inc.16,941$194K0.12%new13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC16,795$192K<0.01%-4,97713F-HR/ATimelineGroup
&PARTNERS16,652$175K<0.01%+2,03113F-HRTimeline
Creative Planningin group Creative Planning14,142$162K<0.01%-2,76313F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…14,142$162K<0.01%013F-HRTimelineGroup
Anfield Capital Management, LLCin group Anfield Capital Management, L…14,065$161K0.05%+5,26113F-HRTimelineGroup
MELFA WEALTH MANAGEMENT, INC.13,718$157K0.09%013F-HRTimeline
HB Wealth Management, LLC13,667$156K<0.01%+43613F-HRTimeline
ORRSTOWN FINANCIAL SERVICES INC13,640$156K0.03%013F-HRTimeline
Advisory Services Network, LLC13,576$155K<0.01%-9,97613F-HRTimeline
World Investment Advisors13,075$150K<0.01%new13F-HR/ATimeline
AlphaCore Capital LLC12,914$148K<0.01%+1,02513F-HRTimeline
AdvisorNet Financial, Inc12,213$140K0.01%-1,83813F-HRTimeline
EASTERLY INVESTMENT PARTNERS LLC12,148$139K0.01%+67213F-HRTimeline
Founders Financial Alliance, LLC11,987$137K0.03%-1,60013F-HRTimeline
OneDigital Investment Advisors LLC11,936$137K<0.01%-3,67913F-HRTimeline
Sowell Financial Services LLC11,808$135K<0.01%new13F-HRTimeline
Tyche Wealth Partners LLC11,500$132K0.02%-12,00013F-HRTimeline
Sovereign Financial Group, Inc.11,112$127K0.02%-10013F-HRTimeline
Permanens Capital L.P.11,029$126K0.02%013F-HRTimeline
Williams Jones Wealth Management, LLC.10,901$125K<0.01%013F-HRTimeline
Cambridge Investment Research Advisors,…10,825$124K<0.01%new13F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …10,730$123K<0.01%-5,33313F-HRTimelineGroup
MRA Advisory Group10,554$121K0.05%+33713F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp10,500$120K<0.01%013F-HRTimelineGroup
DECISION INVESTMENTS, INC10,430$119K0.13%13F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC10,377$119K<0.01%-113F-HRTimelineGroup
Kingsview Wealth Management, LLC10,049$115K<0.01%new13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC9,490$109K<0.01%new13F-HRTimelineGroup
Parkside Financial Bank & Trust7,751$88.7K0.01%+24813F-HRTimeline
Westchester Capital Management, LLCin group Westchester Capital Managemen…7,702$88.1K<0.01%013F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…7,161$81.9K<0.01%+1,40313F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.6,409$73.3K<0.01%-37313F-HRTimeline
REDMONT WEALTH ADVISORS LLC5,574$63.8K0.1%-7,48013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…5,480$62.7K<0.01%-74,24013F-HR/ATimelineGroup
Parallel Advisors, LLC4,669$53.4K<0.01%-2,84813F-HRTimeline
Access Investment Management LLC4,000$48K0.01%013F-HRTimeline
FINANCIAL CONSULATE, INC3,968$45.4K0.01%+12713F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP3,884$44.4K<0.01%+77013F-HRTimelineGroup
State of Alaska, Department of Revenue3,871$44K<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.3,675$42K<0.01%013F-HRTimelineGroup
Physician Wealth Advisors, Inc.3,500$40K0.01%013F-HRTimeline
SIGNATUREFD, LLC3,447$39.4K<0.01%+6013F-HRTimeline
Allworth Financial LP3,356$38.4K<0.01%+13313F-HRTimeline
Advocate Investing Services LLC3,133$35.8K0.03%13F-HRTimeline
Sound Income Strategies, LLC2,989$34.6K<0.01%+1,87113F-HRTimeline
Arax Advisory Partners2,424$27.7K<0.01%013F-HRTimeline
Activest Wealth Management2,266$25.9K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.1,784$20.4K0.01%new13F-HRTimeline
IFP Advisors, Inc1,515$17.3K<0.01%+113F-HRTimeline
Founders Capital Management1,500$17.2K0.01%013F-HRTimeline
CoreCap Advisors, LLC1,465$16.8K<0.01%+33313F-HRTimeline
Pinnacle Wealth Planning Services, Inc.1,253$14.3K<0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC1,190$14K<0.01%+16713F-HRTimelineGroup
Anchor Investment Management, LLC1,145$13.1K<0.01%-1,43213F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD1,138$13K<0.01%-6,08013F-HRTimelineGroup
GPS Wealth Strategies Group, LLC1,114$12.7K0.01%+3513F-HRTimeline
Hilton Head Capital Partners, LLC919$10.5K0.01%13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…896$10.2K<0.01%+33313F-HR/ATimelineGroup
Decker Retirement Planning Inc.875$10K<0.01%new13F-HRTimeline
NCP Inc.823$9.42K0.01%new13F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …750$8.58K<0.01%-25013F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.722$8K<0.01%+22213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Farther Finance Advisors, LLC620$7.09K<0.01%+3613F-HRTimeline
Aventura Private Wealth, LLC619$7.08K<0.01%+2013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC500$5.72K<0.01%013F-HRTimelineGroup
Garton & Associates Financial Advisors …480$5.49K<0.01%13F-HRTimeline
Global Retirement Partners, LLC445$5.09K<0.01%013F-HRTimeline
Triumph Capital Management360$4.12K<0.01%new13F-HRTimeline
Cheviot Value Management, LLC333$3.71K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.300$3.43K<0.01%013F-HRTimeline
NFSG Corp276$3.16K<0.01%013F-HRTimeline
Key Financial Inc150$1.72K<0.01%013F-HRTimeline
GROUP ONE TRADING LLC99$1.13K<0.01%-1,80013F-HRTimeline
N.E.W. Advisory Services LLC50$567<0.01%+213F-HRTimeline
Whipplewood Advisors, LLC39$446<0.01%-42,00313F-HRTimeline
Caitong International Asset Management …3$34<0.01%new13F-HR/ATimeline
Smallwood Wealth Investment Management,…1$16<0.01%013F-HRTimeline
Frazier Financial Advisors, LLC1$7<0.01%013F-HRTimeline