MFICNasdaqFiscal year ends December 31Also trades as MFICL
MidCap Financial Investment Corp
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 6, 2026
$8.22−0.12 (-1.44%)
Close on Oct 19, 2026
- Market cap
- $678.52M
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
32M
Shares held, 13F filers
Institutional holders
167
24 new, 26 sold out
Net institutional buying
0M
In Q2 2026
Insider trades, 12 months
0 buys · 0 sales
Open-market trades only
Shares held by institutions
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of MFIC | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Thornburg Investment Management Inc | 3,237,783 | – | $32.64M | – | 0.31% |
| Apollo Management Holdings, L.P. | 2,348,753 | – | $23.68M | +6 | 0.26% |
| Van Eck Associates Corp | 2,104,647 | – | $21.21M | +293,478 | 0.01% |
| Soros Fund Management LLC | 1,944,500 | – | $19.60M | – | 0.24% |
| UBS Group AG | 1,929,691 | – | $19.45M | +111,406 | 0.00% |
| Next Capital Management LLC | 1,899,667 | – | $19.15M | +28,015 | 5.17% |
| Morgan Stanley | 1,530,893 | – | $15.43M | −83,726 | 0.00% |
| Russell Investments Group, Ltd. | 1,141,719 | – | $11.51M | +358,526 | 0.01% |
| Wellington Management Group Llp | 1,078,291 | – | $10.87M | New | 0.00% |
| Invesco Ltd. | 1,052,384 | – | $10.61M | −242,201 | 0.00% |
| Legal & General Group Plc | 789,579 | – | $7.96M | +64,166 | 0.00% |
| Muzinich & Co., Inc. | 744,421 | – | $7.50M | +27,923 | 2.56% |
| Sumitomo Mitsui Trust Holdings, Inc. | 549,575 | – | $5.54M | – | 0.00% |
| Raymond James Financial Inc | 527,873 | – | $5.32M | −79,613 | 0.00% |
| Cura Wealth Advisors, LLC | 512,823 | – | $5.17M | −101,095 | 2.21% |
| Franklin Resources Inc | 441,518 | – | $4.45M | +12,876 | 0.00% |
| Beach Point Capital Management LP | 440,361 | – | $4.44M | New | 1.72% |
| Condor Capital Management | 431,882 | – | $4.35M | −2,346 | 0.33% |
| Castlekeep Investment Advisors LLC | 414,657 | – | $4.18M | +18,484 | 2.09% |
| Janney Montgomery Scott LLC | 393,638 | – | $3.97K | New | 0.01% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|
| Q2 2026 | 167 | 32M | 24 / 52 | 59 / 26 | 4M | 4M |
| Q1 2026 | 176 | 32M | 26 / 56 | 55 / 37 | 6M | 5M |
| Q4 2025 | 192 | 32M | 35 / 56 | 68 / 16 | 5M | 3M |
| Q3 2025 | 174 | 29M | 24 / 60 | 49 / 17 | 3M | 2M |
| Q2 2025 | 169 | 29M | 20 / 76 | 38 / 17 | 3M | 2M |
| Q1 2025 | 168 | 28M | 21 / 68 | 42 / 23 | 4M | 3M |
| Q4 2024 | 172 | 26M | 26 / 68 | 51 / 25 | 3M | 3M |
| Q3 2024 | 175 | 26M | 65 / 71 | 22 / 14 | 8M | 1M |
| Q2 2024 | 126 | 19M | 22 / 44 | 34 / 19 | 1M | 4M |
| Q1 2024 | 126 | 22M | 17 / 47 | 33 / 13 | 3M | 1M |
| Q4 2023 | 124 | 20M | 22 / 41 | 33 / 12 | 2M | 1M |
| Q3 2023 | 117 | 18M | 13 / 46 | 32 / 12 | 1M | 1M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of MFIC | Value | % of fund | As of |
|---|---|---|---|---|---|
| Thornburg Investment Income Builder Fund | 3,237,783 | – | $32.64M | 0.15% | Jun 30, 2026 |
| VanEck BDC Income ETF | 1,665,830 | – | $16.79M | 1.03% | Jun 30, 2026 |
| Invesco KBW High Dividend Yield Financial ETF | 1,306,412 | – | $14.21M | 3.33% | May 31, 2026 |
| Putnam BDC Income ETF | 456,393 | – | $4.36M | 1.54% | Jul 31, 2026 |
| FT Confluence BDC & Specialty Finance Income ETF | 97,370 | – | $1.06M | 3.09% | May 31, 2026 |
| Virtus Private Credit Strategy ETF | 43,045 | – | $411.51K | 1.36% | Jul 31, 2026 |
| ProShares Global Listed Private Equity ETF | 17,245 | – | $187.63K | 1.69% | May 31, 2026 |
| Siit Small Cap Fund | 12,600 | – | $137.09K | 0.07% | May 31, 2026 |
| WHITEWOLF Publicly Listed Private Equity ETF | 11,920 | – | $113.96K | 1.62% | Jul 31, 2026 |
| Virtus Westchester Event-Driven Fund | 7,702 | – | $77.64K | 0.06% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | Latest filing |
|---|---|---|---|
| Ted Aymond McNulty Jr. | President & CIO | 97,510 | Feb 12, 2026 |
| Joseph Vincent Durkin | Chief Accounting Officer | – | Sep 17, 2025 |
| Kenneth Lee Seifert Jr. | See Remarks | – | Jun 30, 2025 |
| Tanner Powell | Chief Executive Officer | 110,517 | Nov 12, 2024 |
| Elliot Stein Jr | Director | 13,030 | Jan 9, 2026 |
| Emanuel R. Pearlman | Director | 2,800 | Mar 12, 2025 |
| Howard Widra | Director | 399,690 | Mar 11, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Ted Aymond McNulty Jr. President & CIO | Feb 10, 2026 | Other | −6,663 | $11.14 | $74.23K | 82,321 |
| Emanuel R. Pearlman Director | Mar 11, 2025 | Buy | +800 | $12.52 | $10.02K | 2,800 |
| Howard Widra Director | Mar 11, 2025 | Buy | +50,000 | $12.40 | $620.00K | 101,666 |
| Emanuel R. Pearlman Director | Mar 10, 2025 | Buy | +1,000 | $13.09 | $13.09K | 2,000 |
| Emanuel R. Pearlman Director | Aug 12, 2024 | Buy | +1,000 | $12.98 | $12.98K | 1,000 |
| Elliot Stein Jr Director | Jul 22, 2024 | Award | +668 | – | – | 5,342 |
| Elliot Stein Jr Director | Jul 22, 2024 | Award | +566 | – | – | 5,908 |
| Tanner Powell Chief Executive Officer | Jul 22, 2024 | Award | +7,351 | – | – | 110,517 |
| Ted Aymond McNulty Jr. President | Jul 22, 2024 | Award | +7,637 | – | – | 7,637 |
| Ted Aymond McNulty Jr. President | Jul 22, 2024 | Award | +7,552 | – | – | 15,189 |
| Elliot Stein Jr Director | Jul 22, 2024 | Award | +668 | – | – | 11,885 |
| Elliot Stein Jr Director | Jul 22, 2024 | Award | +566 | – | – | 12,451 |
| Ted Aymond McNulty Jr. President | Feb 10, 2024 | Other | −8,438 | $13.95 | $117.71K | 88,984 |
| Tanner Powell Chief Executive Officer | Feb 9, 2024 | Other | −9,007 | $13.95 | $125.65K | 110,517 |
| Ted Aymond McNulty Jr. President | Mar 10, 2023 | Sale | −1,498 | $12.09 | $18.11K | 16,966 |
| Tanner Powell Chief Executive Officer | Mar 10, 2023 | Sale | −8,277 | $12.09 | $100.07K | 53,606 |
| Tanner Powell Chief Executive Officer | Mar 3, 2023 | Other | −8,277 | $12.09 | $100.07K | 110,517 |
| Tanner Powell Chief Executive Officer | Feb 10, 2023 | Other | +40,228 | $12.21 | $491.18K | 110,517 |
| Ted Aymond McNulty Jr. President | Feb 10, 2023 | Other | +80,456 | $12.21 | $982.37K | 98,920 |
| Howard Widra Director | Aug 3, 2022 | Buy | +20,000 | $13.01 | $260.20K | 298,024 |
| Howard Widra Chief Executive Officer, Director | Aug 3, 2022 | Buy | +20,000 | $13.01 | $260.20K | 303,645 |
| Tanner Powell Chief Executive Officer | Mar 3, 2022 | Other | −9,152 | $13.20 | $120.81K | 110,517 |
| Tanner Powell Chief Executive Officer | Feb 17, 2022 | Other | +36,928 | $13.67 | $504.81K | 110,517 |
| John J. Hannan Director | Nov 15, 2021 | Buy | +50,000 | $13.03 | $651.50K | 50,000 |
| Tanner Powell Chief Executive Officer | Dec 31, 2020 | Other | −9,102 | $13.83 | $125.88K | 110,517 |
| Barbara Ruth Matas Director | Dec 15, 2020 | Buy | +7,000 | $11.42 | $79.94K | 7,000 |
| Howard Widra Chief Executive Officer, Director | Nov 18, 2020 | Buy | +15,000 | $10.69 | $160.35K | 51,666 |
| Barbara Ruth Matas Director | Nov 11, 2020 | Sale | −6,666 | $9.58 | $63.86K | 0 |
| Tanner Powell Chief Executive Officer | Sep 30, 2020 | Other | −155 | $13.83 | $2.14K | 110,517 |
| Elliot Stein Jr Director | Mar 13, 2020 | Buy | +2,000 | $11.50 | $23.00K | 3,533 |
| Howard Widra Chief Executive Officer, Director | Mar 12, 2020 | Buy | +20,000 | $11.18 | $223.60K | 36,666 |
| Howard Widra Chief Executive Officer, Director | Feb 12, 2020 | Award | +57,949 | – | – | 94,646 |
| Tanner Powell President | Feb 12, 2020 | Award | +14,487 | – | – | 61,883 |
| Tanner Powell Chief Executive Officer | Feb 11, 2020 | Other | +14,487 | $17.06 | $247.15K | 110,517 |
| Tanner Powell President | Feb 11, 2020 | Tax withholding | −6,245 | $17.04 | $106.41K | 47,396 |
| Tanner Powell Chief Executive Officer | Feb 10, 2020 | Other | −6,245 | $17.04 | $106.41K | 110,517 |
| Elliot Stein Jr Director | Dec 9, 2019 | Sale | −2,499 | $17.18 | $42.93K | 4,674 |
| Elliot Stein Jr Director | Dec 9, 2019 | Sale | −2,021 | $17.18 | $34.72K | 2,100 |
| Elliot Stein Jr Director | Dec 9, 2019 | Sale | −866 | $17.18 | $14.88K | 910 |
| Elliot Stein Jr Director | Dec 9, 2019 | Sale | −866 | $17.83 | $15.44K | 910 |
| Elliot Stein Jr Director | Dec 9, 2019 | Sale | −2,021 | $17.18 | $34.72K | 2,100 |
| Elliot Stein Jr Director | Dec 9, 2019 | Sale | −2,499 | $17.83 | $44.56K | 4,674 |
| Elliot Stein Jr Director | Dec 9, 2019 | Sale | −866 | $17.18 | $14.88K | 910 |
| Elliot Stein Jr Director | Dec 9, 2019 | Sale | −2,499 | $17.18 | $42.93K | 4,674 |
| Elliot Stein Jr Director | Dec 9, 2019 | Sale | −2,021 | $17.18 | $34.72K | 4,044 |
| Elliot Stein Jr Director | Nov 8, 2019 | Buy | +2,100 | $16.46 | $34.57K | 4,121 |
| Elliot Stein Jr Director | Nov 8, 2019 | Buy | +3,674 | $16.46 | $60.47K | 7,173 |
| Elliot Stein Jr Director | Nov 8, 2019 | Buy | +910 | $16.46 | $14.98K | 1,776 |
| Howard Widra Chief Executive Officer, Director | Nov 8, 2019 | Buy | +15,000 | $16.47 | $247.05K | 16,666 |
| Howard Widra Chief Executive Officer, Director | Nov 8, 2019 | Award | +15,000 | $16.47 | $247.05K | 53,363 |
| Elliot Stein Jr Director | Nov 8, 2019 | Award | +6,684 | $16.46 | $110.02K | 15,106 |
| Tanner Powell Chief Executive Officer | Apr 2, 2019 | Other | −1,386 | $15.42 | $21.37K | 110,517 |
| Tanner Powell President | Apr 2, 2019 | Tax withholding | −1,386 | $15.42 | $21.37K | 53,461 |
| Tanner Powell Chief Executive Officer | Jan 11, 2019 | Other | +38,137 | $14.24 | $543.07K | 110,517 |
| Tanner Powell President | Jan 11, 2019 | Award | +38,137 | $13.11 | $499.98K | 55,975 |
| Tanner Powell Chief Executive Officer | Aug 7, 2018 | Other | −403 | $17.73 | $7.15K | 110,517 |
| Howard Widra President | Jan 8, 2018 | Award | +84,795 | $5.70 | $483.33K | 115,090 |
| Barbara Ruth Matas Director | May 30, 2017 | Award | +20,000 | $6.34 | $126.80K | 20,000 |
| Howard Widra President | Dec 29, 2016 | Award | +25,295 | – | – | 30,295 |
| Hilary E. Ackermann Director | Aug 17, 2016 | Buy | +6,000 | $6.02 | $36.12K | 10,000 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.