13F

Stock

Midcap Financial Invstmnt Co

Ticker not mapped · held by 176 managers

Reported value

$332M

Holders

176

+24 new · −38 exited

Holders’ est. mark

−$4.53M

Price effect on 150 books still in the name

Largest holder

$36.4M

THORNBURG INVESTMENT MANAGEMENT INC

Notable conviction

Share of each notable manager’s 13F book.

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
THORNBURG INVESTMENT MANAGEMENT INC3.24M$36.4M−$627.6KAdded$496.4K
Apollo Management Holdings, L.P.2.35M$26.4M−$469.8KCut−$928.8K
Soros Fund Management1.94M$21.9MNew
Next Capital Management LLC1.87M$21M−$296.9KAdded$4.06M
UBS Group AG1.82M$20.4M−$363.7KCut−$2.72M
MORGAN STANLEY1.61M$18.1M−$322.9KCut−$1.8M
Invesco Ltd.1.29M$14.6M−$182.2KAdded$4.13M
Russell Investments Group, Ltd.783.2K$8.8M−$52.9KAdded$5.78M
Legal & General Group Plc725.4K$8.16M−$117.3KAdded$709.9K
Muzinich & Co., Inc.716.5K$8.05M−$143KCut−$123.6K
VICTORY CAPITAL MANAGEMENT INC654.2K$7.35MNew
CURA WEALTH ADVISORS, LLC613.9K$6.9M−$122.8KCut−$443.1K
RAYMOND JAMES FINANCIAL INC607.5K$6.83M−$97.3KAdded$1.26M
Sumitomo Mitsui Trust Group, Inc.549.6K$6.18M−$109.9KCut−$109.9K
ARES MANAGEMENT LLC545.5K$6.13M−$109.1KCut−$109.1K
Callodine Capital Management, LP458.1K$5.15M−$91.6KCut−$381.1K
CONDOR CAPITAL MANAGEMENT434.2K$4.88M−$86.8KCut−$338.4K
FOUNDATIONS INVESTMENT ADVISORS, LLC433.5K$4.87M−$86.7KCut−$691.9K
FRANKLIN RESOURCES INC428.6K$4.82M−$85.7KCut−$276.3K
BlackRock, Inc.403.9K$4.54M−$63.2KAdded$922.1K
Ethos Financial Group, LLC393.6K$4.5M−$3.82KCut−$3.83K
CASTLEKEEP INVESTMENT ADVISORS LLC396.2K$4.45M−$77KAdded$49.3K
D.A. DAVIDSON & CO.360.8K$4.06M−$70KAdded$50.7K
XTX Topco Ltd342.3K$3.85M−$27.1KAdded$2.3M
WELLS FARGO & COMPANY/MN298.3K$3.35M−$59.6KCut−$133K
United Advisor Group, LLC270.1K$3.04M−$51.1KAdded$110K
LPL Financial LLC261.7K$2.94M−$52.4KCut−$689.8K
Advisors Asset Management, Inc.255.3K$2.87M−$49.6KAdded$30K
TWO SIGMA INVESTMENTS, LP248.5K$2.79M−$49.7KCut−$1.64M
ROYAL BANK OF CANADA214.9K$2.42M−$43.2KCut−$91K
NEUBERGER BERMAN GROUP LLC204.2K$2.29M−$40.8KCut−$58K
Naviter Wealth, LLC197.5K$2.22M−$33.4KAdded$309K
VARCOV Co.178.9K$2.01M−$4.75KAdded$1.74M
DNB Asset Management AS153.4K$1.72M−$29.1KCut−$29.1K
Lansforsakringar Fondforvaltning AB (publ)145.6K$1.64M−$23.8KAdded$272.5K
Almitas Capital LLC140.5K$1.58M−$27.1KAdded$29.1K
J.W. COLE ADVISORS, INC.132.6K$1.49M−$26.5KCut−$33.4K
OSAIC HOLDINGS, INC.131.5K$1.48M−$26.3KCut−$201.2K
Focus Partners Wealth130.8K$1.47M−$20.4KAdded$302.2K
BANK OF AMERICA CORP /DE/128.3K$1.44M−$25.7KCut−$171.8K
SHARPEPOINT LLC124.2K$1.4M−$20.7KAdded$210.9K
D. E. Shaw & Co., Inc.123.6K$1.39M−$24KAdded$16.4K
CONFLUENCE INVESTMENT MANAGEMENT LLC117.2K$1.32M−$23.4KCut−$94.1K
Magnetar Financial LLC112.6K$1.27MNew
Global Wealth Management Investment Advisory, Inc.112.4K$1.26M−$19.5KAdded$150.7K
Arkadios Wealth Advisors101.3K$1.14M−$20.3KCut−$39.3K
Hennion & Walsh Asset Management, Inc.91.4K$1.03M−$18.3KCut−$799.7K
Garner Asset Management Corp86.6K$973.1K−$17.3KCut−$730.4K
Balyasny Asset Management L.P.84.8K$952.9KNew
LAZARD ASSET MANAGEMENT LLC82K$922.1K−$16.4KCut−$512.5K
STEPHENS INC /AR/80K$898.7K−$16KCut−$16K
HighTower Advisors, LLC77.6K$872.4K−$15KAdded$15.8K
AMERIPRISE FINANCIAL INC76.5K$860.2K−$15.3KCut−$1.13M
Alpine Global Management, LLC73.8K$829.1KNew
Cerity Partners LLC73.7K$828.5K−$14.7KCut−$1.45M
Sigma Planning Corp73.6K$826.8K−$14.4KAdded$4.96K
ENVESTNET ASSET MANAGEMENT INC68.5K$769.7K−$10.9KAdded$143.5K
Lido Advisors, LLC67.2K$755.5K−$45.1KCut−$18.2K
DRW Securities, LLC63.5K$713.6KNew
Millennium Capital Advisors, LLC61.8K$694.9K−$11.4KAdded$40.3K
DENALI ADVISORS LLC59.7K$671.4K−$11.9KCut−$35.2K
Camelot Portfolios, LLC57.7K$648.4K−$11.5KCut−$27.2K
Capital Investment Advisors, LLC57.3K$644.4K−$11.5KCut−$67.3K
Virtus Investment Advisers, LLC55.2K$620.6K−$11KCut−$68.5K
PANORAMIC INVESTMENT ADVISORS, LLC53.6K$602.8K−$10.7KCut−$10.7K
PRINCIPAL SECURITIES, INC.45.4K$510.5K−$8.43KAdded$28.5K
Brevan Howard Capital Management LP43.4K$488.1K−$6.99KAdded$88.1K
TCFG Investment Advisors, LLC42.3K$476KHeld
TCFG WEALTH MANAGEMENT, LLC42.3K$476K−$8.33KCut−$540
Bayshore Capital Advisors, LLC40K$449.6KNew
MERIDIAN INVESTMENT COUNSEL INC.39.1K$439.6K−$7.54KAdded$8.19K
SHUFRO ROSE & CO LLC37.3K$418.9K−$7.45KCut−$7.45K
STIFEL FINANCIAL CORP37K$416K−$7.4KCut−$220.4K
NewGen Asset Management Ltd35K$393.4KNew
Stablepoint Partners, LLC34.5K$387.5KNew
JANE STREET GROUP, LLC34.4K$386.1K−$6.87KCut−$2.48M
Closed-End Fund Advisors, Inc.33.9K$380.7K−$6.77KCut−$1.72M
CAXTON ASSOCIATES LLP33.7K$379.2K−$4.49KAdded$122.5K
COMMONWEALTH EQUITY SERVICES, LLC32.6K$366.9K−$6.52KCut−$29.5K
Steward Partners Investment Advisory, LLC28.8K$323.7K−$5.76KCut−$70.9K
JPMORGAN CHASE & CO29.5K$323.6K−$14.2KCut−$185.1K
Citadel28K$314.7KNew
Squarepoint Ops LLC26.2K$295K−$3.66KAdded$85.4K
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC25.9K$291.1K−$5.17KCut−$4.73K
Tyche Wealth Partners LLC23.5K$264.1K−$2.3KAdded$132.6K
DKM Wealth Management, Inc.23.5K$264.1K−$4.7KCut−$4.7K
BNP PARIBAS FINANCIAL MARKETS23.1K$259.9K−$4.62KCut−$484.8K
Cetera Investment Advisers22.9K$257.8K−$4.59KCut−$67.3K
Stratos Wealth Partners, LTD.22.3K$251K−$4.44KCut−$2.94K
Generali Investments CEE, investicni spolecnost, a.s.22.3K$250.4K−$4.46KCut−$4.46K
TRUIST FINANCIAL CORP21.8K$244.8K−$3.85KAdded$24.6K
B. Riley Wealth Advisors, Inc.20K$219.6K−$9.27KCut−$1.18K
Arete Wealth Advisors, LLC19.1K$215.1K$194.6KAdded$214.9K
Everstar Asset Management, LLC18.6K$209.6K−$3.73KCut−$20.9K
Onyx Bridge Wealth Group LLC18.3K$206.2K−$3.61KCut−$815
ProShare Advisors LLC18.3K$205.9K−$3.66KCut−$6.11K
&PARTNERS17.7K$198.6K$12.1KAdded$23.5K
Kestra Advisory Services, LLC17.1K$192.1K−$1.9KAdded$83.5K
Americana Partners, LLC17K$190.5K−$3.39KCut−$3.39K
Papamarkou Wellner Asset Management inc.16.9K$190.4K−$3.39KCut−$3.39K
SUSQUEHANNA INTERNATIONAL GROUP, LLP15.9K$178.4K−$3.17KCut−$197.3K
Advisory Services Network, LLC15.6K$175.3K−$2.71KAdded$20K
Anfield Capital Management, LLC15.5K$174.2K−$2.81KAdded$13.3K
nVerses Capital, LLC15.3K$172.4KNew
IMC-Chicago, LLC14.4K$162.1KNew
Entropy Technologies, LP14.2K$160KNew
Empowered Funds, LLC14K$157.9KNew
HB Wealth Management, LLC14K$157.5K−$2.73KAdded$1.15K
MELFA WEALTH MANAGEMENT, INC.13.7K$154.2K−$2.74KCut−$2.74K
Headlands Technologies LLC12.8K$144.1KNew
Founders Financial Alliance, LLC12.8K$143.4K−$2.4KAdded$6.26K
OneDigital Investment Advisors LLC11.9K$134.2K−$2.39KCut−$2.39K
First Affirmative Financial Network11.8K$132.8KHeld
World Investment Advisors11.5K$129.6K−$2.31KCut−$20K
Sovereign Financial Group, Inc.11.1K$124.9K−$2.22KCut−$2.22K
OPPENHEIMER & CO INC11.1K$124.5K−$2.15KAdded$1.78K
DECISION INVESTMENTS, INC11K$124K−$2.09KAdded$4.66K
Permanens Capital L.P.11K$124K−$2.21KCut−$2.21K
Williams Jones Wealth Management, LLC.10.9K$122.5K−$2.18KCut−$2.18K
MRA Advisory Group10.8K$121.9K−$2.11KAdded$1.15K
EVERGREEN CAPITAL MANAGEMENT LLC10.8K$121.3KNew
AlphaCore Capital LLC10.6K$119.5K−$2.13KCut−$28.2K
FIFTH THIRD BANCORP10.6K$119KNew
Sowell Financial Services LLC10.6K$118.7K−$2.11KCut−$16.3K
Atlantic Union Bankshares Corp10.5K$118K−$2.1KCut−$2.1K
GUGGENHEIM CAPITAL LLC10.3K$116.1K−$2.07KCut−$2.57K
Bank Pictet & Cie (Europe) AG10K$112.9KNew
LB Partners LLC10K$112.4KNew
Parkside Financial Bank & Trust7.96K$89.5K−$1.55KAdded$853
Westchester Capital Management, LLC7.7K$86.6K−$1.54KCut−$1.54K
HARBOUR INVESTMENTS, INC.7.26K$81.6K−$1.28KAdded$8.25K
AdvisorNet Financial, Inc6.51K$73.1K−$1.3KCut−$66.6K
FINANCIAL CONSULATE, INC4.08K$45.8K−$799Added$437
Access Investment Management LLC4K$45K−$3KCut−$3K
JONES FINANCIAL COMPANIES LLLP3.81K$41.1K−$2.47KCut−$3.38K
Physician Wealth Advisors, Inc.3.5K$39.3K−$700Cut−$700
Allworth Financial LP3.46K$38.8K−$673Added$451
Advocate Investing Services LLC3.13K$35.2K−$627Cut−$627
PNC Financial Services Group, Inc.3.04K$34.2K−$608Cut−$127.6K
Sound Income Strategies, LLC2.99K$33.6K−$987Cut−$987
Tower Research Capital LLC (TRC)2.42K$27.2K−$484Cut−$54.7K
GILL CAPITAL PARTNERS, LLC2.4K$27KNew
Activest Wealth Management2.27K$25.5K−$453Cut−$453
CHESAPEAKE ASSET MANAGEMENT LLC1.95K$21.9KNew
VAN ECK ASSOCIATES CORP1.81M$20.4K−$362Cut−$6.2K
Rockefeller Capital Management L.P.1.52K$17.1K−$302Cut−$45.6K
IFP Advisors, Inc1.51K$17K−$303Cut−$303
CoreCap Advisors, LLC1.47K$16.5K−$293Cut−$293
SIGNATUREFD, LLC1.33K$15K−$266Cut−$24.5K
CWM, LLC1.3K$14.6K$13.4KAdded$14.6K
Pinnacle Wealth Planning Services, Inc.1.25K$14.1K−$250Cut−$250
Anchor Investment Management, LLC1.15K$12.9K−$229Cut−$229
NOMURA ASSET MANAGEMENT CO LTD1.14K$12.8K−$228Cut−$228
Western Wealth Management, LLC974$11KNew
Hilton Head Capital Partners, LLC919$10.3K−$183Cut−$183
Parallel Advisors, LLC905$10.2K−$181Cut−$43.2K
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO896$10.1K−$179Cut−$179
Financial Gravity Asset Management, Inc.750$8.43K−$150Cut−$150
Arax Advisory Partners700$7.87K−$141Cut−$19.9K
Aventura Private Wealth, LLC636$7.15K−$118Added$73
US BANCORP \DE\626$7.04K−$125Cut−$233.5K
Farther Finance Advisors, LLC593$6.67K−$119Cut−$428
ASSETMARK, INC500$5.62K−$100Cut−$100
Triumph Capital Management360$4.05K−$72Cut−$72
CVA Family Office, LLC333$3.74KNew
Cassaday & Co Wealth Management LLC333$3.74KNew
Cheviot Value Management, LLC333$3.74K$33Added$33
NBC SECURITIES, INC.300$3.37K−$60Cut−$60
BI Asset Management Fondsmaeglerselskab A/S249.3K$2.8K−$48Added$41
N.E.W. Advisory Services LLC216$2.42K−$6Added$1.86K
Key Financial Inc150$1.69K−$30Cut−$30
CANADA LIFE ASSURANCE Co101.4K$1.15K−$5Added$635
LSV ASSET MANAGEMENT96.1K$1.08K−$19Cut−$19
WEDBUSH SECURITIES INC29.7K$333−$6Cut−$15
State of Alaska, Department of Revenue3.87K$43−$1Cut−$1
Smallwood Wealth Investment Management, LLC1$16$0Held

Who left

Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.