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MRCC

MONROE CAPITAL Corp
$5.08 +0.11 (+2.21%) At close · Apr 14
Market Cap
$110.07M
Shares
21,666,340

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Holders: 74
Total Value: $34,713,162
Total Shares: 7,546,345

Institutional Ownership Trend

25 quarters

Holder Concentration

Across 74 13F filers · Δ vs Dec 31, 2025
Top Holder
20.4%
Jun 2023 → Mar 2026 · range 11.6% – 23.6%
+2.8 pts
Top 5
62.6%
Jun 2023 → Mar 2026 · range 28.4% – 62.6%
+11.3 pts
Top 10
72.5%
Jun 2023 → Mar 2026 · range 42.6% – 72.5%
+8.3 pts
HHI
1,025
Jun 2023 → Mar 2026 · range 327 – 1,025
Broadly held+262

Quarterly Activity

vs Dec 31, 2025
New
10
Increased
23
Decreased
22
Sold Out
15
Unchanged
19
Holder count: -5
Institutional value: -4.1%
Shares held: +32.7%

Top Buyers

vs Dec 31, 2025
Institution Added Now Holds Open
Small Almitas Capital LLC +1,556,390 2,555,434
Mega MORGAN STANLEY +962,929 1,022,578
Mid OPPENHEIMER & CO INC +78,164 105,570
Mid Waverly Advisors, LLC +55,400 83,465
Mega UBS Group AG +13,728 82,452

Top Sellers

vs Dec 31, 2025
Institution Sold Now Holds Open
Small Yakira Capital Management, Inc. −114,871 14,938
Mega BlackRock, Inc. −74,265 88,153
Mega JANE STREET GROUP, LLC −47,606 20,803
Small MAGNOLIA CAPITAL ADVISORS LLC −26,919 37,946
Small Sunbelt Securities, Inc. −25,927 109,882

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD) Open
Micro CAZ INVESTMENTS LP 150,000 $690,000
Large BANK OF NOVA SCOTIA 42,104 $193,678
Large CAPTRUST FINANCIAL ADVISORS 20,468 $94,152
Small CALTON & ASSOCIATES, INC. 16,539 $76,079
Mid Wealthspire Advisors, LLC 11,586 $53,295

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD) Open
Large BLAIR WILLIAM & CO/IL 309,750 $1,973,107
Mega CITADEL ADVISORS LLC 170,269 $1,084,613
Small ABSOLUTE INVESTMENT ADVISERS, LLC 67,321 $428,834
Small Quarry LP 58,983 $375,721
Large Lido Advisors, LLC 22,568 $143,758
Filter: New 10 Increased 23 Reduced 22 Sold out 15 Unchanged 19
Showing 75 of 75
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Small Almitas Capital LLC $5,877,498 16.93% 1,277,717
Small Almitas Capital LLC $5,877,498 16.93% 1,277,717
Mega MORGAN STANLEY $4,703,858 13.55% 1,022,578
Small Bulldog Investors, LLP $4,447,224 12.81% 966,788
Mid Caprock Group, LLC $2,122,256 6.11% 461,360
Mid QUADRANT CAPITAL GROUP LLC $911,444 2.63% 198,140
Micro CAZ INVESTMENTS LP $690,000 1.99% 150,000
Large Focus Partners Wealth $602,972 1.74% 131,081
Small LaFleur & Godfrey LLC $563,362 1.62% 122,470
Small Sunbelt Securities, Inc. Broker-Dealer $505,457 1.46% 109,882
Mid OPPENHEIMER & CO INC $485,622 1.40% 105,570
Large COMMONWEALTH EQUITY SERVICES, LLC $410,844 1.18% 89,314
Mega BlackRock, Inc. $405,503 1.17% 88,153
Large Fiera Capital Corp $386,418 1.11% 84,004
Mid Waverly Advisors, LLC $383,939 1.11% 83,465
Mega UBS Group AG $379,278 1.09% 82,452
Mid Arax Advisory Partners $379,095 1.09% 82,412
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $352,235 1.01% 76,573
Mega LPL Financial LLC $291,101 0.84% 63,283
Small Virtus Investment Advisers, LLC $288,088 0.83% 62,628
Mega RAYMOND JAMES FINANCIAL INC $198,715 0.57% 43,199
Large BANK OF NOVA SCOTIA Bank $193,678 0.56% 42,104
Small Koshinski Asset Management, Inc. $185,840 0.54% 40,400
Mid INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $179,745 0.52% 39,075
Small MAGNOLIA CAPITAL ADVISORS LLC $174,551 0.50% 37,946
Mid BI Asset Management Fondsmaeglerselskab A/S $171,437 0.49% 37,269
Large Cerity Partners LLC $163,893 0.47% 35,629
Small Ethos Financial Group, LLC $159,072 0.46% 34,581
Large Baird Financial Group, Inc. $156,257 0.45% 33,969
Mid D.A. DAVIDSON & CO. $145,291 0.42% 31,585
Mid Freestone Capital Holdings, LLC $142,071 0.41% 30,885
Large CANADA LIFE ASSURANCE Co Insurance $135,447 0.39% 29,445
Small Forum Financial Management, LP $121,145 0.35% 26,336
Large Rockefeller Capital Management L.P. $112,585 0.32% 24,475
Large Corient Private Wealth LLC $112,134 0.32% 24,377
Small EARNED WEALTH ADVISORS, LLC $111,099 0.32% 24,152
Mega ROYAL BANK OF CANADA Bank $104,622 0.30% 22,744
Mid ROTHSCHILD INVESTMENT LLC $102,690 0.30% 22,324
Small Fiduciary Group, LLC $101,200 0.29% 22,000
Small Garden State Investment Advisory Services LLC $97,515 0.28% 21,199
Mega JANE STREET GROUP, LLC $95,693 0.28% 20,803
Large CAPTRUST FINANCIAL ADVISORS $94,152 0.27% 20,468
Large OSAIC HOLDINGS, INC. $91,351 0.26% 19,859
Mega TWO SIGMA INVESTMENTS, LP $82,303 0.24% 17,892
Mid Equitable Holdings, Inc. $81,498 0.23% 17,717
Mid Sequoia Financial Advisors, LLC $78,200 0.23% 17,000
Small CALTON & ASSOCIATES, INC. $76,079 0.22% 16,539
Small Southeast Asset Advisors, LLC $73,600 0.21% 16,000
Mid INDEPENDENT FINANCIAL GROUP, LLC $72,997 0.21% 15,869
Large Janney Montgomery Scott LLC $71,553 0.21% 15,555
Large Cresset Asset Management, LLC $69,768 0.20% 15,167
Small Yakira Capital Management, Inc. $68,714 0.20% 14,938
Small CREATIVE FINANCIAL DESIGNS INC /ADV $65,458 0.19% 14,230
Mid Private Advisor Group, LLC $65,389 0.19% 14,215
Small CHAPIN DAVIS, INC. $62,100 0.18% 13,500
Mid XTX Topco Ltd $60,398 0.17% 13,130
Micro Closed-End Fund Advisors, Inc. $58,995 0.17% 12,825
Large O'SHAUGHNESSY ASSET MANAGEMENT, LLC $56,681 0.16% 12,322
Small Argos Wealth Advisors, LLC $54,500 0.16% 11,848
Mid Wealthspire Advisors, LLC $53,295 0.15% 11,586
Mid STEPHENS INC /AR/ $52,683 0.15% 11,453
Mid MISSION WEALTH MANAGEMENT, LP $52,440 0.15% 11,400
Large DAVENPORT & Co LLC $51,980 0.15% 11,300
Mega BANK OF AMERICA CORP /DE/ Bank $50,544 0.15% 10,988
Small Trek Financial, LLC $48,990 0.14% 10,650
Mid Ascent Group, LLC $47,311 0.14% 10,285
Mid Advisory Services Network, LLC $24,131 0.07% 5,246
Large NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $7,051 0.02% 1,533
Small Aventura Private Wealth, LLC $6,440 0.02% 1,400
Mid North Star Investment Management Corp. $3,220 0.01% 700
Small NFSG Corp $2,300 0.01% 500
Large TD Waterhouse Canada Inc. $616 0.00% 134
Mid Allworth Financial LP $36 0.00% 8
Mega WELLS FARGO & COMPANY/MN $13 0.00% 3
Small Caitong International Asset Management Co., Ltd $4 0.00% 1
Key facts CIK 1512931 CUSIP 610335101 13F (30d) 20 filings 1 filers Visit website Investor relations

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