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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)
38
Total
Institutional Inflows
(last 12 months)
$22.80M
Number of
Institutional Sellers
(last 12 months)
22
Total
Institutional Outflows
(last 12 months)
$2.76M
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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%
5/15/2026 Waverly Advisors LLC83,465$384K0.0%+197.4%0.385%
5/14/2026 Bank of Nova Scotia42,104$194K0.0%N/A0.194%
5/8/2026 Bulldog Investors LLP966,788$4.45M1.0%+1.3%4.462%
5/6/2026 Independent Financial Group LLC15,869$73K0.0%N/A0.073%
4/22/2026 Janney Montgomery Scott LLC15,555$72K0.0%-25.1%0.072%
2/20/2026Sunbelt Securities Inc.135,809$865K0.1%+8.8%0.627%
2/19/2026 Corient Private Wealth LLC45,062$287K0.0%-4.2%0.208%
2/18/2026 XTX Topco Ltd13,827$88K0.0%N/A0.064%
2/18/2026 Virtus Investment Advisers LLC68,340$435K0.1%-11.8%0.315%
2/17/2026 Almitas Capital LLC999,044$6.36M1.4%+817.4%4.610%
2/17/2026 Equitable Holdings Inc.22,189$141K0.0%-21.8%0.102%
2/17/2026 Osaic Holdings Inc.26,771$171K0.0%+20.8%0.124%
2/17/2026 Royal Bank of Canada21,976$140K0.0%-14.2%0.101%
2/17/2026 Blair William & Co. IL309,750$1.97M0.0%-15.1%1.429%
2/16/2026 Yakira Capital Management Inc.129,809$827K0.3%+353.9%0.599%
2/13/2026 Kestra Advisory Services LLC5,449$35K0.0%N/A0.025%
2/13/2026 CANADA LIFE ASSURANCE Co26,990$171K0.0%-7.1%0.125%
2/13/2026 Bulldog Investors LLP954,816$6.08M1.4%+46.7%4.406%
2/13/2026 Magnolia Capital Advisors LLC64,865$413K0.1%-14.5%0.299%
2/13/2026 Quadrant Capital Group LLC206,584$1.32M0.0%+2,345.1%0.953%
2/12/2026 Fiduciary Group LLC22,000$140K0.0%-40.5%0.102%
2/12/2026 Jane Street Group LLC68,409$436K0.0%N/A0.316%
2/12/2026 Commonwealth Equity Services LLC92,777$591K0.0%-1.8%0.428%
2/11/2026 Janney Montgomery Scott LLC20,770$132K0.0%+9.4%0.096%
2/11/2026 LPL Financial LLC61,573$392K0.0%+4.3%0.284%
2/11/2026 O Shaughnessy Asset Management LLC13,247$84K0.0%+22.3%0.061%
2/11/2026 Closed End Fund Advisors Inc.12,825$82K0.0%N/A0.059%
2/11/2026 BI Asset Management Fondsmaeglerselskab A S37,269$237K0.0%-63.5%0.172%
2/6/2026 HighTower Advisors LLC19,151$122K0.0%N/A0.088%
2/4/2026 Argos 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%
1/28/2026 Caprock Group LLC449,038$2.86M0.1%+3.5%2.072%
1/28/2026 Absolute Investment Advisers LLC67,321$418K0.0%-7.0%0.311%
1/27/2026 Earned Wealth Advisors LLC23,837$152K0.0%N/A0.110%
1/20/2026 Ethos Financial Group LLC34,581$220K0.0%-6.0%0.160%
1/20/2026 Stratos 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%
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11/18/2025 Advisory Services Network LLC5,246$37K0.0%N/A0.024%
11/17/2025 CANADA LIFE ASSURANCE Co29,052$201K0.0%+42.7%0.134%
11/17/2025 Susquehanna International Group LLP93,069$653K0.0%+16.0%0.430%
11/17/2025 Quarry LP58,983$414K0.1%N/A0.272%
11/17/2025 Focus Partners Wealth31,885$224K0.0%+47.7%0.147%
11/17/2025 Citadel Advisors LLC47,746$335K0.0%+20.5%0.220%
11/17/2025 Bulldog Investors LLP651,021$4.57M1.1%N/A3.005%
11/17/2025 Almitas Capital LLC108,905$765K0.2%N/A0.503%
11/14/2025 Raymond James Financial Inc.40,006$281K0.0%-46.3%0.185%
11/14/2025 Equitable Holdings Inc.28,384$199K0.0%+8.7%0.131%
11/14/2025 Two Sigma Investments LP46,033$323K0.0%-34.6%0.212%
11/13/2025 Magnolia Capital Advisors LLC75,858$533K0.1%-42.2%0.350%
11/13/2025 Franklin Resources Inc.23,507$165K0.0%N/A0.108%
11/13/2025 Yakira Capital Management Inc.28,599$201K0.1%N/A0.132%
11/13/2025 Blair William & Co. IL364,804$2.56M0.0%-7.5%1.684%
11/12/2025 Cresset Asset Management LLC15,119$106K0.0%N/A0.070%
11/10/2025 Koshinski Asset Management Inc.40,400$284K0.0%+29.5%0.186%
11/7/2025 Rothschild Investment LLC22,215$156K0.0%+122.2%0.103%
11/6/2025 Caprock Group LLC433,663$3.24M0.1%N/A2.002%
11/6/2025 Oppenheimer & 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%
10/23/2025 HB Wealth Management LLC11,202$79K0.0%N/A0.052%
10/22/2025 D.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%
9/4/2025 Osaic Holdings Inc.26,250$167K0.0%+35.3%0.121%
8/15/2025 Garden State Investment Advisory Services LLC64,548$411K0.1%-19.3%0.298%
8/14/2025 Raymond James Financial Inc.74,528$474K0.0%+20.1%0.344%
8/13/2025 Marshall Wace LLP16,490$105K0.0%-29.0%0.076%
8/13/2025 Baird Financial Group Inc.34,031$216K0.0%+13.0%0.157%
8/13/2025 Virtus Investment Advisers LLC82,292$523K0.2%+8.9%0.380%
8/7/2025 Connor Clark & Lunn Investment Management Ltd.21,119$134K0.0%-70.7%0.097%
8/5/2025 Magnolia 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%
7/28/2025 Ritholtz Wealth Management18,135$115K0.0%-54.7%0.084%
7/24/2025 Blair 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%
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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 67 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), Quadrant Capital Group LLC ($198.14K), International Assets Investment Management LLC ($198.07K), Raymond James Financial Inc. ($180.09K), and Sunbelt Securities Inc. ($152.19K).

Institutional investors have bought a total of 3,448,691 shares in the last 24 months. This purchase volume represents approximately $22.80M in transactions.

Of the 22 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), Chapin Davis Inc. ($36.68K), Raymond James Financial Inc. ($34.52K), Sunbelt Securities Inc. ($25.93K), and Two Sigma Investments LP ($24.34K).

Institutional investors have sold a total of 420,466 shares in the last 24 months. This volume of shares sold represents approximately $2.76M in transactions.


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Institutional ownership data for NASDAQ:MRCC is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 5/18/2026. New 13F filings are added each quarter as they're published.
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