MidCap Financial Investment Corporation Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| THORNBURG INVESTMENT MANAGEMENT INC | 05/08/2025 | 2.94 M | $377.80 M | 0.00% | 4.50% |
| APOLLO MANAGEMENT HOLDINGS, L.P. | 05/15/2025 | 2.39 M | $30.72 M | -3.20% | 3.66% |
| VAN ECK ASSOCIATES CORP | 05/15/2025 | 2.24 M | $28.78 M | -5.68% | 3.43% |
| MORGAN STANLEY | 05/15/2025 | 1.82 M | $23.44 M | 18.38% | 2.79% |
| UBS GROUP AG | 05/13/2025 | 1.26 M | $16.22 M | 71.52% | 1.93% |
| INVESCO LTD. | 05/12/2025 | 878.56 K | $11.30 M | 16.77% | 1.35% |
| FRANKLIN RESOURCES INC | 05/13/2025 | 653.20 K | $8.40 M | 47.57% | 1.00% |
| 05/15/2025 | 648.60 K | $8.34 M | 354.22% | 0.99% | |
| LEGAL & GENERAL GROUP PLC | 05/15/2025 | 624.98 K | $8.04 M | 0.67% | 0.96% |
| WELLS FARGO & COMPANY/MN | 05/13/2025 | 584.27 K | $7.51 M | 5.61% | 0.90% |
| LPL FINANCIAL LLC | 05/07/2025 | 562.14 K | $7.23 M | 32.68% | 0.86% |
| ARES MANAGEMENT LLC | 05/15/2025 | 482.03 K | $6.20 M | 0.00% | 0.74% |
| ADVISORS ASSET MANAGEMENT, INC. | 05/15/2025 | 473.88 K | $6.09 M | 2.44% | 0.73% |
| NEUBERGER BERMAN GROUP LLC | 05/13/2025 | 471.80 K | $6.07 M | 16.38% | 0.72% |
| BLACKROCK, INC. | 05/02/2025 | 460.38 K | $5.92 M | 28.05% | 0.71% |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 05/07/2025 | 427.38 K | $5.50 M | 6.84% | 0.66% |
| ETHOS FINANCIAL GROUP, LLC | 05/13/2025 | 415.95 K | $5.36 M | 2,074.55% | 0.64% |
| CALLODINE CAPITAL MANAGEMENT, LP | 05/14/2025 | 409.85 K | $5.27 M | 66.46% | 0.63% |
| CONDOR CAPITAL MANAGEMENT | 05/12/2025 | 397.09 K | $5.11 M | 7.85% | 0.61% |
| 05/02/2025 | 388.82 K | $5.00 M | 331.83% | 0.60% | |
| BANK OF AMERICA CORP /DE/ | 05/15/2025 | 376.34 K | $4.84 M | -8.12% | 0.58% |
| COMMONWEALTH EQUITY SERVICES, LLC | 05/09/2025 | 350.25 K | $4.50 M | 2.93% | 0.54% |
| AMERIPRISE FINANCIAL INC | 05/14/2025 | 345.23 K | $4.44 M | 7.74% | 0.53% |
| STIFEL FINANCIAL CORP | 05/14/2025 | 335.12 K | $4.31 M | 10.55% | 0.51% |
| D.A. DAVIDSON & CO. | 04/28/2025 | 312.92 K | $4.02 M | 4.84% | 0.48% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 04/10/2025 | 310.38 K | $3.99 M | -12.97% | 0.48% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 04/24/2025 | 278.49 K | $3.58 M | -85.93% | 0.43% |
| UNITED ADVISOR GROUP, LLC | 04/21/2025 | 256.24 K | $3.30 M | 3.42% | 0.39% |
| BI ASSET MANAGEMENT FONDSMAEGLERSELSKAB A/S | 05/14/2025 | 243.57 K | $3.13 M | 63.36% | 0.37% |
| MUZINICH & CO., INC. | 05/05/2025 | 238.43 K | $3.07 M | 22.87% | 0.37% |
| SUMITOMO MITSUI TRUST HOLDINGS, INC. | 04/25/2025 | 232.58 K | $2.99 M | 23.58% | 0.36% |
| 1832 ASSET MANAGEMENT L.P. | 05/14/2025 | 230.00 K | $2.96 M | 100.00% | 0.35% |
| TWO SIGMA ADVISERS, LP | 05/15/2025 | 223.99 K | $2.88 M | 27.03% | 0.34% |
| TWO SIGMA INVESTMENTS, LP | 05/15/2025 | 210.27 K | $2.70 M | 56.58% | 0.32% |
| ROYAL BANK OF CANADA | 05/15/2025 | 201.39 K | $2.59 M | -3.17% | 0.31% |
| NAVITER WEALTH, LLC | 04/25/2025 | 197.49 K | $2.58 M | 5.89% | 0.30% |
| 05/14/2025 | 190.00 K | $2.27 M | -8.44% | 0.29% | |
| GRAYPOINT LLC | 05/02/2025 | 181.25 K | $2.33 M | 2.89% | 0.28% |
| ADVISORNET FINANCIAL, INC | 04/07/2025 | 170.85 K | $2.20 M | 100.00% | 0.26% |
| NEXT CAPITAL MANAGEMENT LLC | 05/06/2025 | 169.09 K | $2.17 M | -3.23% | 0.26% |
| DNB ASSET MANAGEMENT AS | 05/15/2025 | 164.11 K | $2.11 M | -9.27% | 0.25% |
| GARNER ASSET MANAGEMENT CORP | 05/06/2025 | 131.86 K | $1.70 M | 100.00% | 0.20% |
| JPMORGAN CHASE & CO | 05/12/2025 | 117.08 K | $1.51 M | -29.57% | 0.18% |
| KOVITZ INVESTMENT GROUP PARTNERS, LLC | 05/19/2025 | 109.67 K | $1.41 M | 83.80% | 0.17% |
| J.W. COLE ADVISORS, INC. | 05/05/2025 | 105.65 K | $1.36 M | 29.22% | 0.16% |
| LSV ASSET MANAGEMENT | 05/09/2025 | 104.87 K | $1.35 M | -24.84% | 0.16% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 05/12/2025 | 103.70 K | $1.33 M | 8.56% | 0.16% |
| ARKADIOS WEALTH ADVISORS | 05/08/2025 | 99.04 K | $1.27 M | -6.21% | 0.15% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 05/15/2025 | 95.06 K | $1.22 M | 27.25% | 0.15% |
| ADVISOR GROUP HOLDINGS, INC. | 05/12/2025 | 94.20 K | $1.21 M | 1.26% | 0.14% |
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MidCap Financial Investment Corporation institutional Ownership - FAQ's
During the previous two years, 114 institutional investors and hedge funds held shares of MidCap Financial Investment Corporation. The most heavily invested institutionals were:
GAMMA Investing LLC: 0
Allspring Global Investments Holdings, LLC: 0
MQS Management LLC: 0
FOX RUN MANAGEMENT, L.L.C.: 0
Private Advisor Group, LLC: 0
THORNBURG INVESTMENT MANAGEMENT INC: 2.94 M
42.28% of MidCap Financial Investment Corporation stock is owned by institutional investors.
Institutional investors have bought a total of 21.10 M shares in the last 24 months. This purchase volume represents approximately $275.54 M in transactions.