$MFIC

$10.24 -$0.02 (0.19%) Close

$MFIC Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 82.4M shares outstanding

Who owns MFIC?

By type of holder

Institutions 38.6% Insiders 0.7% Everyone else 60.8%

Concentration Top 10 holders own 22.2%

Thornburg Investment Management Inc 3.9% · Apollo Management Holdings, L.P. 2.9%

Institutional ownership

38.6%

-0.1 pts vs last qtr

Institutional holders

168

-8 vs last qtr

Net shares bought

−41.9K

by institutions in Q2 2026

New / sold out

24 / 32

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Wellington Management Group LLP NEW +1.1M
Beach Point Capital Management LP NEW +440.4K

Biggest sellers in Q2 2026

Victory Capital Management Inc −617.3K
Ares Management LLC SOLD OUT −545.5K

Who is planning to sell?

No insider has filed a notice of proposed sale (Form 144) for MidCap Financial Investment Corp in the last 12 months.

Is your stake being diluted?

There are not yet two fiscal years of reported share counts for MidCap Financial Investment Corp.

How patient are the owners?

Institutional shares by how long they've been held

5+ years54% 3–5 years4% 1–3 years20% Under 1 year22%

Quarterly turnover

13.0%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting MFIC on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
TI Thornburg Investment Management Inc	3.2M	3.93%	Unchanged	≤2021	0.3%
Shares held by quarter Peak holding3.2M (Q1'26) Change over 8 quarters+300.0K Share of the company3.930% Thornburg Investment Management Inc's full portfolio →
AM Apollo Management Holdings, L.P.	2.3M	2.85%	+6 (+0.0%)	≤2021	0.3%
Shares held by quarter Peak holding2.5M (Q4'24) Change over 8 quarters−118.9K Share of the company2.850% Apollo Management Holdings, L.P.'s full portfolio →

Thornburg Investment Management Inc

3.2M

% of company

3.93%

Change vs last qtr

Unchanged

Held since

≤2021

Apollo Management Holdings, L.P.

2.3M

% of company

2.85%

Change vs last qtr

+6 (+0.0%)

Held since

≤2021

28 more super investors behind a free account

See every manager holding MidCap Financial Investment Corp, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting MFIC on Form N-PORT; together they hold 8.5% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
TI Thornburg Investment Income Builder Fund Thornburg Investment Trust	$32.6M	3.2M	3.93%	0.15%	June 30, 2026
VB VanEck BDC Income ETF VanEck ETF Trust	$16.8M	1.7M	2.02%	1.03%	June 30, 2026

Thornburg Investment Income Builder Fund

Thornburg Investment Trust

Position value

$32.6M

% of company

3.93%

% of the fund

0.15%

As of

June 30, 2026

VanEck BDC Income ETF

VanEck ETF Trust

Position value

$16.8M

% of company

2.02%

% of the fund

1.03%

As of

June 30, 2026

12 more funds behind a free account

See every fund holding MidCap Financial Investment Corp and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
WH Widra Howard Insider	451.4K	0.55%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.550% Widra Howard's insider activity →
MT McNulty Ted Aymond Jr. Insider	97.5K	0.12%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.120% McNulty Ted Aymond Jr.'s insider activity →

Widra Howard

Insider

451.4K

% of company

0.55%

Change vs last qtr

—

Held since

—

McNulty Ted Aymond Jr.

Insider

97.5K

% of company

0.12%

Change vs last qtr

—

Held since

—

1 more holders behind a free account

See every insider and 5%+ holder of MidCap Financial Investment Corp.

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