Institutional Ownership Monroe Capital Corp (MRCC)
This table provides information about the institutional ownership of Monroe Capital Corp (MRCC). We have compiled data on the 96 institutions that hold shares in the stock, with a total of 4.48 Million shares, which have been reported (via 13F filing form) to have a value of $29.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bulldog Investors, LLP
Saddle Brook, NJ |
Nov 14, 2025 Q3 2025 |
651,021
shares
|
$4.3 Million
1.63% of portfolio
|
Q3 2025
New holding
|
|
|
Caprock Group, Inc.
|
Nov 06, 2025 Q3 2025 |
433,663
shares
|
$2.87 Million
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
364,804
shares
|
$2.41 Million
0.01% of portfolio
|
Q3 2025
Reduced 7.55%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
124,843
shares
|
$825,212
0.07% of portfolio
|
Q3 2025
Added 164.96%
|
|
|
Almitas Capital LLC
Santa Monica, CA |
Nov 14, 2025 Q3 2025 |
108,905
shares
|
$719,862
0.36% of portfolio
|
Q3 2025
New holding
|
|
|
La Fleur & Godfrey LLC
|
Nov 10, 2025 Q3 2025 |
106,970
shares
|
$707,071
0.09% of portfolio
|
Q2 2025
Reduced 1.78%
|
|
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
Nov 05, 2025 Q3 2025 |
102,236
shares
|
$675,779
0.01% of portfolio
|
Q1 2025
Added 2.85%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
94,514
shares
|
$624,737
0.0% of portfolio
|
Q3 2025
Reduced 4.15%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
93,069
shares
|
$615,186
0.0% of portfolio
|
Q3 2025
Reduced 13.91%
|
|
|
Fiera Capital Corp
Montreal, A8 |
Nov 07, 2025 Q3 2025 |
84,004
shares
|
$555,266
0.0% of portfolio
|
Q4 2020
Added 52.73%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 14, 2025 Q3 2025 |
82,412
shares
|
$544,743
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
82,412
shares
|
$544,743
0.08% of portfolio
|
Q4 2024
Reduced 49.93%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
80,400
shares
|
$531,444
0.0% of portfolio
|
Q3 2025
Reduced 1.69%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
79,012
shares
|
$522,269
0.0% of portfolio
|
Q3 2024
Added 570.05%
|
|
|
Virtus Investment Advisers, Inc.
Hartford, CT |
Nov 13, 2025 Q3 2025 |
77,488
shares
|
$512,195
0.16% of portfolio
|
Q3 2025
Reduced 5.84%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Nov 13, 2025 Q3 2025 |
75,858
shares
|
$501,421
0.15% of portfolio
|
Q3 2025
Reduced 42.15%
|
|
|
Absolute Investment Advisers LLC
|
Oct 20, 2025 Q3 2025 |
72,398
shares
|
$478,550
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
70,843
shares
|
$468,272
0.0% of portfolio
|
Q2 2024
Reduced 6.47%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2025 Q3 2025 |
59,844
shares
|
$395,568
0.09% of portfolio
|
Q3 2025
Reduced 7.29%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
59,056
shares
|
$390,360
0.0% of portfolio
|
Q3 2025
Added 0.86%
|
|
|
Quarry LP
New York, NY |
Nov 14, 2025 Q3 2025 |
58,983
shares
|
$389,877
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
58,474
shares
|
$386,513
0.0% of portfolio
|
Q3 2025
Reduced 1.83%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
58,205
shares
|
$384,735
0.0% of portfolio
|
Q3 2025
Added 5.79%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
47,746
shares
|
$315,601
0.0% of portfolio
|
Q3 2025
Reduced 5.52%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
47,062
shares
|
$311,079
0.0% of portfolio
|
Q1 2025
Reduced 0.16%
|
|