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 | 11/12/2025 | 3.14 M | $37.62 M | 6.81% | 3.35% |
| VAN ECK ASSOCIATES CORP | 11/13/2025 | 2.51 M | $30.12 M | 5.08% | 2.68% |
| APOLLO MANAGEMENT HOLDINGS, L.P. | 11/14/2025 | 2.39 M | $28.64 M | 0.00% | 2.55% |
| MORGAN STANLEY | 11/14/2025 | 1.92 M | $22.98 M | 1.57% | 2.05% |
| UBS GROUP AG | 11/13/2025 | 1.70 M | $20.40 M | 2.03% | 1.82% |
| NEXT CAPITAL MANAGEMENT LLC | 11/05/2025 | 1.34 M | $16.09 M | 84.94% | 1.43% |
| INVESCO LTD. | 11/13/2025 | 880.44 K | $10.56 M | 14.28% | 0.94% |
| FRANKLIN RESOURCES INC | 11/13/2025 | 770.83 K | $9.24 M | -0.22% | 0.82% |
| CURA WEALTH ADVISORS, LLC | 11/14/2025 | 617.92 K | $7.41 M | -12.84% | 0.66% |
| LEGAL & GENERAL GROUP PLC | 11/13/2025 | 577.82 K | $6.92 M | -6.33% | 0.62% |
| MUZINICH & CO., INC. | 10/20/2025 | 571.52 K | $6.85 M | 42.38% | 0.61% |
| ARES MANAGEMENT LLC | 11/14/2025 | 545.53 K | $6.54 M | 0.00% | 0.58% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 543.12 K | $6.51 M | -7.15% | 0.58% |
| CALLODINE CAPITAL MANAGEMENT, LP | 11/13/2025 | 510.81 K | $6.12 M | 2.16% | 0.55% |
| LPL FINANCIAL LLC | 11/12/2025 | 507.42 K | $6.08 M | -5.77% | 0.54% |
| SUMITOMO MITSUI TRUST HOLDINGS, INC. | 10/27/2025 | 503.35 K | $6.04 M | 50.26% | 0.54% |
| COMMONWEALTH EQUITY SERVICES, LLC | 10/22/2025 | 474.35 K | $5.69 M | 1.79% | 0.51% |
| CONDOR CAPITAL MANAGEMENT | 11/07/2025 | 429.37 K | $5.15 M | 3.99% | 0.46% |
| ETHOS FINANCIAL GROUP, LLC | 10/23/2025 | 423.18 K | $5.07 M | 0.30% | 0.45% |
| AMERIPRISE FINANCIAL INC | 11/14/2025 | 417.16 K | $5.00 M | 3.61% | 0.45% |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 11/03/2025 | 400.28 K | $4.80 M | 7.65% | 0.43% |
| CASTLEKEEP INVESTMENT ADVISORS LLC | 11/05/2025 | 398.68 K | $4.78 M | 2.51% | 0.43% |
| JANNEY MONTGOMERY SCOTT LLC | 10/27/2025 | 395.83 K | $4.75 M | 599.66% | 0.42% |
| D.A. DAVIDSON & CO. | 10/22/2025 | 344.06 K | $4.13 M | 4.88% | 0.37% |
| BLACKROCK, INC. | 11/12/2025 | 324.87 K | $3.90 M | -46.91% | 0.35% |
| ADVISORS ASSET MANAGEMENT, INC. | 11/06/2025 | 289.42 K | $3.47 M | -20.14% | 0.31% |
| BI ASSET MANAGEMENT FONDSMAEGLERSELSKAB A/S | 11/05/2025 | 287.30 K | $3.45 M | 5.80% | 0.31% |
| UNITED ADVISOR GROUP, LLC | 11/12/2025 | 270.82 K | $3.25 M | 5.44% | 0.29% |
| NORTH GROUND CAPITAL | 10/29/2025 | 250.00 K | $3.00 M | 100.00% | 0.27% |
| NEUBERGER BERMAN GROUP LLC | 11/12/2025 | 229.32 K | $2.75 M | -51.44% | 0.24% |
| ROYAL BANK OF CANADA | 11/14/2025 | 225.83 K | $2.71 M | -4.80% | 0.24% |
| NAVITER WEALTH, LLC | 11/06/2025 | 204.11 K | $2.45 M | 0.42% | 0.22% |
| TWO SIGMA INVESTMENTS, LP | 11/14/2025 | 176.56 K | $2.12 M | -20.63% | 0.19% |
| GARNER ASSET MANAGEMENT CORP | 11/10/2025 | 170.27 K | $2.05 M | 52.53% | 0.18% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 10/22/2025 | 167.22 K | $2.00 M | -25.20% | 0.18% |
| DNB ASSET MANAGEMENT AS | 11/12/2025 | 164.11 K | $1.97 M | 0.00% | 0.18% |
| STIFEL FINANCIAL CORP | 11/12/2025 | 150.91 K | $1.81 M | -54.88% | 0.16% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 150.08 K | $1.80 M | -22.74% | 0.16% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 140.30 K | $1.79 M | 46.60% | 0.15% |
| ALPINE GLOBAL MANAGEMENT, LLC | 11/14/2025 | 132.50 K | $1.59 M | 100.00% | 0.14% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 10/14/2025 | 131.70 K | $1.58 M | -20.26% | 0.14% |
| J.W. COLE ADVISORS, INC. | 11/05/2025 | 126.39 K | $1.52 M | 6.06% | 0.13% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2025 | 122.59 K | $1.47 M | -50.35% | 0.13% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 111.29 K | $1.33 M | 130.37% | 0.12% |
| ARKADIOS WEALTH ADVISORS | 10/29/2025 | 104.52 K | $1.25 M | 0.55% | 0.11% |
| KOVITZ INVESTMENT GROUP PARTNERS, LLC | 11/10/2025 | 101.67 K | $1.22 M | -7.29% | 0.11% |
| LSV ASSET MANAGEMENT | 11/06/2025 | 96.10 K | $1.15 M | -8.36% | 0.10% |
| CITADEL ADVISORS LLC | 11/14/2025 | 95.60 K | $1.15 M | 83.85% | 0.10% |
| CRAWFORD FUND MANAGEMENT, LLC | 11/14/2025 | 93.00 K | $1.12 M | 49.04% | 0.10% |
| LAZARD ASSET MANAGEMENT LLC | 11/14/2025 | 92.74 K | $1.11 M | -17.89% | 0.10% |
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MidCap Financial Investment Corporation institutional Ownership - FAQ's
During the previous two years, 213 institutional investors and hedge funds held shares of MidCap Financial Investment Corporation. The most heavily invested institutionals were:
THORNBURG INVESTMENT MANAGEMENT INC: 3.14 M
VAN ECK ASSOCIATES CORP: 2.51 M
Apollo Management Holdings, L.P.: 2.39 M
MORGAN STANLEY: 1.92 M
UBS Group AG: 1.7 M
Next Capital Management LLC: 1.34 M
31.26% of MidCap Financial Investment Corporation stock is owned by institutional investors.
Institutional investors have bought a total of 30.39 M shares in the last 24 months. This purchase volume represents approximately $372.02 M in transactions.