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Disclosery

MFIC MIDCAP FINANCIAL INVSTMNT CO

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COM NEW (common), issuer CIK 1278752

175 managers (176 13F filers) reported a position in MFIC shares at 2026-03-31, 31,819,463 shares in all. 24 filers opened a position and 37 filers sold out during the quarter.

Managers
175
13F filers
176
New
24
Added
56
Reduced
55
Sold out
37
Shares held by filers
31,819,463

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 INC3,237,783$36.4M0.38%+100,00013F-HRTimeline
Apollo Management Holdings, L.P.in group Apollo Management Holdings, L…2,348,747$26.4M0.44%-40,12313F-HRTimelineGroup
SOROS FUND MANAGEMENT LLCin group SOROS FUND MANAGEMENT LLC1,944,500$21.9M0.3%new13F-HRTimelineGroup
Next Capital Management LLC1,871,652$21M6.37%+387,30313F-HRTimeline
UBS Group AGin group UBS Group AG1,818,285$20.4M<0.01%-206,02713F-HRTimelineGroup
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP1,811,169$20.4M0.02%-510,43113F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,614,619$18.1M<0.01%-129,06213F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.1,294,585$14.6M<0.01%+383,54413F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…783,193$8.8M0.01%+518,87813F-HRTimelineGroup
Legal & General Group Plcin group Legal & General Group Plc725,413$8.16M<0.01%+73,56213F-HRTimelineGroup
Muzinich & Co., Inc.716,498$8.05M2.82%+1,72213F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC654,211$7.35M<0.01%new13F-HRTimeline
CURA WEALTH ADVISORS, LLC613,918$6.9M3.09%-28,00013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC607,486$6.83M<0.01%+121,08013F-HRTimelineGroup
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …549,575$6.18M<0.01%013F-HRTimelineGroup
ARES MANAGEMENT LLCin group ARES MANAGEMENT LLC545,532$6.13M0.4%013F-HRTimelineGroup
Callodine Capital Management, LP458,108$5.15M0.36%-25,30013F-HRTimeline
CONDOR CAPITAL MANAGEMENT434,228$4.88M0.41%-21,98913F-HRTimeline
Foundations Investment Advisors, LLC433,541$4.87M0.06%-52,90313F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources428,642$4.82M<0.01%-16,66013F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.403,868$4.54M<0.01%+87,66413F-HRTimelineGroup
Ethos Financial Group, LLC393,598$4.5M0.33%013F-HRTimeline
CASTLEKEEP INVESTMENT ADVISORS LLC396,173$4.45M2.42%+11,23613F-HRTimeline
D.A. DAVIDSON & CO.360,807$4.06M0.02%+10,73613F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd342,330$3.85M0.07%+207,03313F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN298,288$3.35M<0.01%-6,41113F-HR/ATimelineGroup
United Advisor Group, LLC270,052$3.04M0.38%+14,33413F-HRTimeline
LPL Financial LLC261,745$2.94M<0.01%-55,72513F-HRTimeline
Advisors Asset Management, Inc.255,278$2.87M0.05%+7,08513F-HRTimeline
BI Asset Management Fondsmaeglerselskab…in group BI Asset Management Fondsmaeg…249,306$2.8M0.03%+7,94213F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP248,521$2.79M<0.01%-138,97813F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA214,871$2.42M<0.01%-4,17813F-HRTimelineGroup
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC204,156$2.29M<0.01%-1,50413F-HRTimelineGroup
Naviter Wealth, LLC197,475$2.22M0.28%+30,46113F-HRTimeline
VARCOV Co.178,913$2.01M0.75%+155,18113F-HRTimeline
DNB Asset Management ASin group DNB Asset Management AS153,358$1.72M0.01%013F-HRTimelineGroup
Lansforsakringar Fondforvaltning AB (pu…145,576$1.64M0.01%+26,36213F-HRTimeline
Almitas Capital LLC140,477$1.58M0.36%+5,00013F-HRTimeline
J.W. COLE ADVISORS, INC.132,623$1.49M0.05%-59813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.131,473$1.48M<0.01%-15,28613F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth130,766$1.47M<0.01%+28,70013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/128,273$1.44M<0.01%-12,77213F-HRTimelineGroup
SHARPEPOINT LLC124,177$1.4M0.83%+20,60813F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.123,567$1.39M<0.01%+3,59013F-HRTimelineGroup
CONFLUENCE INVESTMENT MANAGEMENT LLC117,182$1.32M0.02%-6,17513F-HRTimeline
Magnetar Financial LLCin group Magnetar Financial LLC112,559$1.27M0.01%new13F-HRTimelineGroup
Global Wealth Management Investment Adv…112,373$1.26M0.2%+15,13913F-HRTimeline
CANADA LIFE ASSURANCE Coin group CANADA LIFE ASSURANCE Co101,371$1.15M<0.01%+56,70313F-HRTimelineGroup
Arkadios Wealth Advisors101,284$1.14M0.02%-1,66113F-HRTimeline
LSV ASSET MANAGEMENT96,100$1.08M<0.01%013F-HRTimeline
Hennion & Walsh Asset Management, Inc.91,368$1.03M0.03%-68,30713F-HRTimeline
Garner Asset Management Corp86,575$973K0.38%-62,33013F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management84,777$953K<0.01%new13F-HRTimelineGroup
TCFG Investment Advisors, LLCgroup of 2 filers holding84,698$952K+43,042Timeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC82,034$922K<0.01%-43,36113F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…79,954$899K0.01%013F-HRTimelineGroup
HighTower Advisors, LLC77,616$872K<0.01%+2,73913F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC76,527$860K<0.01%-97,12813F-HR/ATimelineGroup
Alpine Global Management, LLC73,766$829K0.13%new13F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC73,707$828K<0.01%-125,34213F-HRTimelineGroup
Sigma Planning Corp73,561$827K0.02%+1,71913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC68,478$770K<0.01%+13,74313F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC67,218$756K<0.01%+2,39713F-HRTimelineGroup
DRW Securities, LLC63,487$714K0.04%new13F-HRTimeline
Millennium Capital Advisors, LLC61,823$695K0.43%+4,60013F-HRTimeline
DENALI ADVISORS LLC59,731$671K0.07%-2,03113F-HRTimeline
Camelot Portfolios, LLC57,685$648K0.49%-1,36613F-HRTimeline
Capital Investment Advisors, LLC57,327$644K0.01%-4,87813F-HR/ATimeline
Virtus Investment Advisers, LLCin group Virtus Investment Advisers, L…55,212$621K0.17%-5,02413F-HRTimelineGroup
PANORAMIC INVESTMENT ADVISORS, LLC53,630$603K0.33%013F-HR/ATimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC45,418$510K0.01%+3,28313F-HRTimelineGroup
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…43,421$488K<0.01%+8,45713F-HRTimelineGroup
Bayshore Capital Advisors, LLC40,000$450K0.19%new13F-HRTimeline
MERIDIAN INVESTMENT COUNSEL INC.39,113$440K0.1%+1,40013F-HRTimeline
SHUFRO ROSE & CO LLC37,267$419K0.03%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP37,014$416K<0.01%-18,61513F-HRTimelineGroup
NewGen Asset Management Ltd35,000$393K0.24%new13F-HRTimeline
Stablepoint Partners, LLC34,475$387K0.06%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC34,354$386K<0.01%-215,95313F-HRTimelineGroup
Closed-End Fund Advisors, Inc.33,873$381K0.39%-150,01913F-HRTimeline
CAXTON ASSOCIATES LLP33,741$379K0.01%+11,30013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC32,638$367K<0.01%-2,01013F-HRTimeline
WEDBUSH SECURITIES INC29,652$333K0.01%-77513F-HRTimeline
Steward Partners Investment Advisory, L…28,799$324K<0.01%-5,69813F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO29,522$324K<0.01%-14,94413F-HR/ATimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC27,998$315K<0.01%new13F-HRTimelineGroup
Squarepoint Ops LLCin group Squarepoint Ops LLC26,245$295K<0.01%+7,92313F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…25,900$291K0.02%+3913F-HRTimeline
Tyche Wealth Partners LLC23,500$264K0.04%+12,00013F-HRTimeline
DKM Wealth Management, Inc.23,500$264K0.19%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS23,123$260K<0.01%-41,97713F-HRTimelineGroup
Cetera Investment Advisers22,932$258K<0.01%-5,48313F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.22,333$251K<0.01%+13313F-HRTimelineGroup
Generali Investments CEE, investicni sp…22,281$250K0.01%013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP21,778$245K<0.01%+2,52813F-HRTimelineGroup
B. Riley Wealth Advisors, Inc.20,041$220K0.01%+73813F-HRTimeline
Arete Wealth Advisors, LLC19,133$215K0.02%new13F-HR/ATimeline
Everstar Asset Management, LLC18,650$210K0.11%-1,50013F-HRTimeline
Onyx Bridge Wealth Group LLC18,341$206K0.02%+24913F-HRTimeline
ProShare Advisors LLC18,317$206K<0.01%-21413F-HRTimeline
&PARTNERS17,665$199K<0.01%+1,01313F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC17,088$192K<0.01%+7,59813F-HRTimelineGroup
Americana Partners, LLC16,952$191K<0.01%013F-HRTimeline
Papamarkou Wellner Asset Management inc.16,941$190K0.12%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…15,870$178K<0.01%-16,97113F-HRTimelineGroup
Advisory Services Network, LLC15,597$175K<0.01%+2,02113F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…15,499$174K0.05%+1,43413F-HRTimelineGroup
nVerses Capital, LLC15,337$172K0.16%new13F-HRTimeline
IMC-Chicago, LLC14,424$162K<0.01%new13F-HRTimeline
Entropy Technologies, LP14,235$160K0.01%new13F-HRTimeline
Empowered Funds, LLC14,045$158K<0.01%new13F-HR/ATimeline
HB Wealth Management, LLC14,012$158K<0.01%+34513F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.13,718$154K0.09%013F-HRTimeline
Headlands Technologies LLC12,824$144K0.02%new13F-HRTimeline
Founders Financial Alliance, LLC12,758$143K0.03%+77113F-HRTimeline
OneDigital Investment Advisors LLC11,936$134K<0.01%013F-HRTimeline
First Affirmative Financial Network11,812$133K0.05%13F-HR/ATimeline
World Investment Advisors11,527$130K<0.01%-1,54813F-HRTimeline
Sovereign Financial Group, Inc.11,112$125K0.02%013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …11,079$125K<0.01%+34913F-HRTimelineGroup
DECISION INVESTMENTS, INC11,030$124K0.14%+60013F-HRTimeline
Permanens Capital L.P.11,029$124K0.02%013F-HRTimeline
Williams Jones Wealth Management, LLC.10,901$123K<0.01%013F-HRTimeline
MRA Advisory Group10,844$122K0.05%+29013F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC10,792$121K<0.01%new13F-HRTimeline
AlphaCore Capital LLC10,633$120K<0.01%-2,28113F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…10,587$119K<0.01%new13F-HRTimelineGroup
Sowell Financial Services LLC10,564$119K<0.01%-1,24413F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp10,500$118K<0.01%013F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC10,333$116K<0.01%-4413F-HRTimelineGroup
Bank Pictet & Cie (Europe) AG10,045$113K<0.01%new13F-HRTimeline
LB Partners LLC10,000$112K0.1%new13F-HRTimeline
Parkside Financial Bank & Trust7,965$89.5K0.01%+21413F-HRTimeline
Westchester Capital Management, LLCin group Westchester Capital Managemen…7,702$86.6K<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.7,257$81.6K<0.01%+84813F-HRTimeline
AdvisorNet Financial, Inc6,507$73.1K<0.01%-5,70613F-HRTimeline
FINANCIAL CONSULATE, INC4,078$45.8K0.01%+11013F-HRTimeline
Access Investment Management LLC4,000$45K0.01%013F-HRTimeline
State of Alaska, Department of Revenue3,871$43K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP3,805$41.1K<0.01%-7913F-HRTimelineGroup
Physician Wealth Advisors, Inc.3,500$39.3K0.01%013F-HRTimeline
Allworth Financial LP3,456$38.8K<0.01%+10013F-HRTimeline
Advocate Investing Services LLC3,133$35.2K0.03%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,042$34.2K<0.01%-11,10013F-HRTimelineGroup
Sound Income Strategies, LLC2,989$33.6K<0.01%013F-HRTimeline
NewEdge Advisors, LLC2,455$27.6K<0.01%-21,47213F-HR/ATimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…2,421$27.2K<0.01%-4,74013F-HRTimelineGroup
GILL CAPITAL PARTNERS, LLC2,400$27K0.01%new13F-HRTimeline
Activest Wealth Management2,266$25.5K<0.01%013F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC1,950$21.9K0.02%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,521$17.1K<0.01%-3,95913F-HRTimelineGroup
IFP Advisors, Inc1,515$17K<0.01%013F-HRTimeline
CoreCap Advisors, LLC1,465$16.5K<0.01%013F-HRTimeline
SIGNATUREFD, LLC1,332$15K<0.01%-2,11513F-HRTimeline
CWM, LLCin group CWM, LLC1,299$14.6K<0.01%+10913F-HRTimelineGroup
Pinnacle Wealth Planning Services, Inc.1,253$14.1K<0.01%013F-HRTimeline
Anchor Investment Management, LLC1,145$12.9K<0.01%013F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD1,138$12.8K<0.01%013F-HRTimelineGroup
Hilton Head Capital Partners, LLC919$10.3K0.01%013F-HRTimeline
Parallel Advisors, LLC905$10.2K<0.01%-3,76413F-HR/ATimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…896$10.1K<0.01%013F-HRTimelineGroup
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …750$8.43K<0.01%013F-HRTimelineGroup
Arax Advisory Partners700$7.87K<0.01%-1,72413F-HRTimeline
Aventura Private Wealth, LLC636$7.15K<0.01%+1713F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\626$7.04K<0.01%-20,40013F-HRTimelineGroup
Farther Finance Advisors, LLC593$6.67K<0.01%-2713F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC500$5.62K<0.01%013F-HRTimelineGroup
Triumph Capital Management360$4.05K<0.01%013F-HRTimeline
Cheviot Value Management, LLC333$3.74K<0.01%013F-HRTimeline
CVA Family Office, LLC333$3.74K<0.01%new13F-HRTimeline
Cassaday & Co Wealth Management LLC333$3.74K<0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.300$3.37K<0.01%013F-HRTimeline
N.E.W. Advisory Services LLC216$2.42K<0.01%+16613F-HRTimeline
Key Financial Inc150$1.69K<0.01%013F-HRTimeline
Smallwood Wealth Investment Management,…1$16<0.01%013F-HRTimeline