# MIDCAP FINANCIAL INVSTMNT CO COM NEW

MIDCAP FINANCIAL INVSTMNT CO COM NEW is a security (CUSIP 03761U502) tracked across SEC portfolio filings. 184 institutional managers reported $319.3M on Form 13F as of 2026-06-30; 5 registered fund positions totaling $2.8M via N-PORT as of 2026-04-30.

## Summary

- Issuer: MIDCAP FINANCIAL INVSTMNT CO
- Class: COM NEW
- CUSIP: 03761U502
- Asset category: EC
- 13F holders: 184
- 13F value: $319.3M
- 13F period: 2026-06-30
- N-PORT fund positions: 5
- N-PORT value: $2.8M
- N-PORT report: 2026-04-30

## Top institutional holders (Form 13F)

_Showing 15 of 184 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| THORNBURG INVESTMENT MANAGEMENT INC | SANTA FE, NM | $36.4M | 3,237,783 |
| Apollo Management Holdings, L.P. | New York, NY | $26.4M | 2,348,747 |
| SOROS FUND MANAGEMENT LLC | New York, NY | $21.9M | 1,944,500 |
| UBS Group AG | Zurich, V8 | $20.4M | 1,818,285 |
| Next Capital Management LLC | NEW YORK, NY | $19.1M | 1,899,667 |
| MORGAN STANLEY | NEW YORK, NY | $18.1M | 1,614,619 |
| Russell Investments Group, Ltd. | Seattle, WA | $11.5M | 1,141,719 |
| Legal & General Group Plc | London, X0 | $8.2M | 725,413 |
| [Muzinich & Co., Inc.](https://search.stillhousedata.com/firm/22998) | NEW YORK, NY | $7.5M | 744,421 |
| RAYMOND JAMES FINANCIAL INC | ST. PETERSBURG, FL | $6.8M | 607,486 |
| [ARES MANAGEMENT LLC](https://search.stillhousedata.com/firm/130074) | Los Angeles, CA | $6.1M | 545,532 |
| Sumitomo Mitsui Trust Group, Inc. | CHIYODA-KU, TOKYO, M0 | $5.5M | 549,575 |
| [CURA WEALTH ADVISORS, LLC](https://search.stillhousedata.com/firm/332511) | CHICAGO, IL | $5.2M | 512,823 |
| [Callodine Capital Management, LP](https://search.stillhousedata.com/firm/297115) | Boston, MA | $5.1M | 458,108 |
| [CONDOR CAPITAL MANAGEMENT](https://search.stillhousedata.com/firm/104920) | MARTINSVILLE, NJ | $4.9M | 434,228 |

## Top fund holders (N-PORT)

| Fund | Registrant | Value | % of fund |
| --- | --- | --- | --- |
| First Trust Specialty Finance & Financial Opportunities Fund | First Trust Specialty Finance & Financial Opportunities Fund | $1.8M | 306.94% |
| Saba Capital Income & Opportunities Fund | Saba Capital Income & Opportunities Fund | $507K | 12.87% |
| Saba Capital Income & Opportunities Fund II | Saba Capital Income & Opportunities Fund II | $219K | 8.44% |
| Monachil Credit Income Fund | Monachil Credit Income Fund | $112K | 53.59% |
| [Virtus Westchester Event-Driven Fund](https://search.stillhousedata.com/fund/S000040968) | Virtus Event Opportunities Trust | $87K | 6.70% |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/03761U502.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.