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Monroe Capital (MRCC) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for Monroe Capital (NASDAQ:MRCC)

Number of
Institutional Buyers
(last 12 months)
43
Total
Institutional Inflows
(last 12 months)
$23.07M
Number of
Institutional Sellers
(last 12 months)
27
Total
Institutional Outflows
(last 12 months)
$3.38M
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MRCC Institutional Buying and Selling by Quarter

Monroe Capital Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/18/2026Sunbelt Securities Inc.109,882$505K0.0%-19.1%0.507%
5/15/2026Waverly Advisors LLC83,465$384K0.0%+197.4%0.385%
5/14/2026Bank of Nova Scotia42,104$194K0.0%N/A0.194%
5/8/2026Bulldog Investors LLP966,788$4.45M1.0%+1.3%4.462%
5/6/2026 Independent Financial Group LLC15,869$73K0.0%N/A0.073%
4/22/2026Janney Montgomery Scott LLC15,555$72K0.0%-25.1%0.072%
2/20/2026Sunbelt Securities Inc.135,809$865K0.1%+8.8%0.627%
2/19/2026Corient Private Wealth LLC45,062$287K0.0%-4.2%0.208%
2/18/2026XTX Topco Ltd13,827$88K0.0%N/A0.064%
2/18/2026Virtus Investment Advisers LLC68,340$435K0.1%-11.8%0.315%
2/17/2026Almitas Capital LLC999,044$6.36M1.4%+817.4%4.610%
2/17/2026Equitable Holdings Inc.22,189$141K0.0%-21.8%0.102%
2/17/2026Osaic Holdings Inc.26,771$171K0.0%+20.8%0.124%
2/17/2026Royal Bank of Canada21,976$140K0.0%-14.2%0.101%
2/17/2026Blair William & Co. IL309,750$1.97M0.0%-15.1%1.429%
2/16/2026Yakira Capital Management Inc.129,809$827K0.3%+353.9%0.599%
2/13/2026Kestra Advisory Services LLC5,449$35K0.0%N/A0.025%
2/13/2026CANADA LIFE ASSURANCE Co26,990$171K0.0%-7.1%0.125%
2/13/2026Bulldog Investors LLP954,816$6.08M1.4%+46.7%4.406%
2/13/2026Magnolia Capital Advisors LLC64,865$413K0.1%-14.5%0.299%
2/13/2026Quadrant Capital Group LLC206,584$1.32M0.0%+2,345.1%0.953%
2/12/2026Fiduciary Group LLC22,000$140K0.0%-40.5%0.102%
2/12/2026Jane Street Group LLC68,409$436K0.0%N/A0.316%
2/12/2026Commonwealth Equity Services LLC92,777$591K0.0%-1.8%0.428%
2/11/2026Janney Montgomery Scott LLC20,770$132K0.0%+9.4%0.096%
2/11/2026LPL Financial LLC61,573$392K0.0%+4.3%0.284%
2/11/2026O Shaughnessy Asset Management LLC13,247$84K0.0%+22.3%0.061%
2/11/2026Closed End Fund Advisors Inc.12,825$82K0.0%N/A0.059%
2/11/2026BI Asset Management Fondsmaeglerselskab A S37,269$237K0.0%-63.5%0.172%
2/6/2026HighTower Advisors LLC19,151$122K0.0%N/A0.088%
2/4/2026Argos Wealth Advisors LLC11,755$75K0.0%N/A0.054%
2/3/2026 International Assets Investment Management LLC39,075$249K0.0%+13.9%0.180%
2/3/2026 LaFleur & Godfrey LLC122,470$780K0.1%+14.5%0.565%
1/28/2026Caprock Group LLC449,038$2.86M0.1%+3.5%2.072%
1/28/2026 Absolute Investment Advisers LLC67,321$418K0.0%-7.0%0.311%
1/27/2026Earned Wealth Advisors LLC23,837$152K0.0%N/A0.110%
1/20/2026Ethos Financial Group LLC34,581$220K0.0%-6.0%0.160%
1/20/2026Stratos Wealth Advisors LLC15,322$98K0.0%-16.2%0.071%
11/24/2025CIBC Private Wealth Group LLC4,830$34K0.0%-56.5%0.022%
11/19/2025Sunbelt Securities Inc.124,843$876K0.1%+165.0%0.576%
Oxford Club Analyst’s Urgent AI Warning (Ad)

Alexander Green, Chief Investment Strategist at The Oxford Club, is sharing a private presentation with a warning for AI investors - and a specific prediction about what the number-one investment of the next decade will be. Green started his career on Wall Street four decades ago and retired in his 40s. He believes a major shift in the AI trade is coming - and that most investors won't hear about it until it's too late.tc pixel

Watch Green's private presentation and see his full AI prediction
11/18/2025Advisory Services Network LLC5,246$37K0.0%N/A0.024%
11/17/2025CANADA LIFE ASSURANCE Co29,052$201K0.0%+42.7%0.134%
11/17/2025Susquehanna International Group LLP93,069$653K0.0%+16.0%0.430%
11/17/2025Quarry LP58,983$414K0.1%N/A0.272%
11/17/2025Focus Partners Wealth31,885$224K0.0%+47.7%0.147%
11/17/2025Citadel Advisors LLC47,746$335K0.0%+20.5%0.220%
11/17/2025Bulldog Investors LLP651,021$4.57M1.1%N/A3.005%
11/17/2025Almitas Capital LLC108,905$765K0.2%N/A0.503%
11/14/2025Raymond James Financial Inc.40,006$281K0.0%-46.3%0.185%
11/14/2025Equitable Holdings Inc.28,384$199K0.0%+8.7%0.131%
11/14/2025Two Sigma Investments LP46,033$323K0.0%-34.6%0.212%
11/13/2025Magnolia Capital Advisors LLC75,858$533K0.1%-42.2%0.350%
11/13/2025Franklin Resources Inc.23,507$165K0.0%N/A0.108%
11/13/2025Yakira Capital Management Inc.28,599$201K0.1%N/A0.132%
11/13/2025Blair William & Co. IL364,804$2.56M0.0%-7.5%1.684%
11/12/2025Cresset Asset Management LLC15,119$106K0.0%N/A0.070%
11/10/2025Koshinski Asset Management Inc.40,400$284K0.0%+29.5%0.186%
11/7/2025Rothschild Investment LLC22,215$156K0.0%+122.2%0.103%
11/6/2025Caprock Group LLC433,663$3.24M0.1%N/A2.002%
11/6/2025Oppenheimer & Co. Inc.26,772$188K0.0%-19.3%0.124%
11/4/2025 Mission Wealth Management LP12,400$87K0.0%N/A0.057%
10/29/2025 Sequoia Financial Advisors LLC17,000$119K0.0%-37.5%0.078%
10/27/2025O Dell Group LLC23,512$165K0.0%N/A0.109%
10/23/2025HB Wealth Management LLC11,202$79K0.0%N/A0.052%
10/22/2025D.A. Davidson & CO.30,948$217K0.0%N/A0.143%
10/20/2025 Absolute Investment Advisers LLC72,398$508K0.1%N/A0.334%
10/10/2025 CHICAGO TRUST Co NA13,965$98K0.0%-25.6%0.064%
10/9/2025 Chapin Davis Inc.10,500$74K0.0%-77.7%0.048%
9/4/2025Osaic Holdings Inc.26,250$167K0.0%+35.3%0.121%
8/15/2025Garden State Investment Advisory Services LLC64,548$411K0.1%-19.3%0.298%
8/14/2025Raymond James Financial Inc.74,528$474K0.0%+20.1%0.344%
8/13/2025Marshall Wace LLP16,490$105K0.0%-29.0%0.076%
8/13/2025Baird Financial Group Inc.34,031$216K0.0%+13.0%0.157%
8/13/2025Virtus Investment Advisers LLC82,292$523K0.2%+8.9%0.380%
8/7/2025Connor Clark & Lunn Investment Management Ltd.21,119$134K0.0%-70.7%0.097%
8/5/2025Magnolia Capital Advisors LLC131,135$834K0.2%+6.7%0.605%
8/1/2025Cobblestone Capital Advisors LLC NY18,047$115K0.0%-11.7%0.083%
7/29/2025 Aspiriant LLC19,000$121K0.0%+35.7%0.088%
7/28/2025Ritholtz Wealth Management18,135$115K0.0%-54.7%0.084%
7/24/2025Blair William & Co. IL394,580$2.51M0.0%-6.4%1.821%
7/22/2025MAS Advisors LLC41,123$262K0.4%+4.8%0.190%
7/14/2025 LaFleur & Godfrey LLC106,970$680K0.1%-1.8%0.494%
7/14/2025 Chapin Davis Inc.47,181$300K0.1%+73.6%0.218%
5/16/2025Ascent Group LLC10,285$80K0.0%N/A0.047%
5/15/2025Chiron Capital Management LLC24,523$191K0.2%-8.7%0.113%
5/15/2025Baird Financial Group Inc.30,120$235K0.0%-8.8%0.139%
5/15/2025Trexquant Investment LP23,885$186K0.0%N/A0.110%
5/14/2025MAS Advisors LLC39,230$306K0.5%+33.1%0.181%
5/14/2025BI Asset Management Fondsmaeglerselskab A S102,236$797K0.0%+2.9%0.472%
5/13/2025Ethos Financial Group LLC36,802$287K0.0%N/A0.170%
Oxford Club Analyst’s Urgent AI Warning (Ad)

Alexander Green, Chief Investment Strategist at The Oxford Club, is sharing a private presentation with a warning for AI investors - and a specific prediction about what the number-one investment of the next decade will be. Green started his career on Wall Street four decades ago and retired in his 40s. He believes a major shift in the AI trade is coming - and that most investors won't hear about it until it's too late.tc pixel

Watch Green's private presentation and see his full AI prediction
5/13/2025Kovitz Investment Group Partners LLC81,584$636K0.0%-38.1%0.377%
5/13/2025HighTower Advisors LLC199,728$1.56M0.0%-4.0%0.922%
5/12/2025Cobblestone Capital Advisors LLC NY20,432$159K0.0%-9.5%0.094%
5/12/2025Pandora Wealth Inc.14,500$113K0.1%N/A0.067%
5/12/2025Connor Clark & Lunn Investment Management Ltd.72,029$562K0.0%-35.9%0.332%
5/9/2025Atria Wealth Solutions Inc.46,370$362K0.0%-13.7%0.214%
5/9/2025Blair William & Co. IL421,503$3.29M0.0%-1.6%1.945%
5/7/2025HB Wealth Management LLC58,414$456K0.0%+3.2%0.270%
4/30/2025Cerity Partners LLC41,608$325K0.0%-20.5%0.192%
4/24/2025Sunbelt Securities Inc.75,038$585K0.1%+59.3%0.346%


MRCC Institutional Ownership - Frequently Asked Questions

During the previous two years, 82 institutional investors and hedge funds held shares of Monroe Capital. The most heavily invested institutionals were Almitas Capital LLC ($6.36M), Bulldog Investors LLP ($4.45M), Caprock Group LLC ($2.86M), Blair William & Co. IL ($1.97M), Two Sigma Advisers LP ($1.54M), Quadrant Capital Group LLC ($1.32M), and Yakira Capital Management Inc. ($827K).Learn more on Monroe Capital's institutional investors.

Of the 68 institutional investors that purchased Monroe Capital's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Almitas Capital LLC ($999.04K), Bulldog Investors LLP ($966.79K), Caprock Group LLC ($449.04K), Magnolia Capital Advisors LLC ($422.53K), Quadrant Capital Group LLC ($198.14K), International Assets Investment Management LLC ($198.07K), and Raymond James Financial Inc. ($180.09K).

Institutional investors have bought a total of 3,491,886 shares in the last 24 months. This purchase volume represents approximately $23.07M in transactions.

Of the 27 institutional investors that sold Monroe Capital's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Blair William & Co. IL ($84.83K), Magnolia Capital Advisors LLC ($66.27K), BI Asset Management Fondsmaeglerselskab A S ($64.97K), Connor Clark & Lunn Investment Management Ltd. ($50.91K), Chapin Davis Inc. ($36.68K), Raymond James Financial Inc. ($34.52K), and Sunbelt Securities Inc. ($25.93K).

Institutional investors have sold a total of 517,862 shares in the last 24 months. This volume of shares sold represents approximately $3.38M in transactions.


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This page (NASDAQ:MRCC) was last updated on 7/26/2026 by MarketBeat.com Staff.
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