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Monroe Capital Corp (MRCC)

CUSIP: 610335101 | NYSE | Financial Services · Asset Management | Micro Cap | 317 institutional holders

Quarters

Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025
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Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/AAlmitas Capital LLC00.0%No shares heldJun 30, 20261,277,717 sh (Mar 31, 2026)
13G/AAlmitas Capital LLC0
0.0% of class · Jun 30, 2026No shares held
1,277,717 sh (Mar 31, 2026)

Institutional Holders — Q1 2026

Almitas Capital LLC1,277,717
1.2% of portfolio›$5.2M
Morgan Stanley1,022,578
0.0% of portfolio›$4.7M
Bulldog Investors, LLPA966,788
1.0% of portfolio›$4.4M
Caprock Group, LLC461,360
0.1% of portfolio›$2.1M
Quadrant Capital Group LLC198,140
0.0% of portfolio›$911.4K
CAZ Investments LP150,000
0.8% of portfolio›$690.0K
Focus Partners Wealth131,081
0.0% of portfolio›$603.0K
LaFleur & Godfrey LLC122,470
0.1% of portfolio›$563.4K
Sunbelt Securities, Inc.109,882
0.0% of portfolio›$505.5K
Oppenheimer & Co Inc105,570
0.0% of portfolio›$485.6K
Commonwealth Equity Services, LLC89,314
0.0% of portfolio›$410.8K
BlackRock, Inc.88,153
0.0% of portfolio›$405.5K
Fiera Capital Corp84,004
0.0% of portfolio›$386.4K
Waverly Advisors, LLC83,465
0.0% of portfolio›$383.9K
UBS Group AG82,452
0.0% of portfolio›$379.3K
Arax Advisory Partners82,412
0.0% of portfolio›$379.1K
Susquehanna International Group, LLP76,573
0.0% of portfolio›$352.2K
LPL Financial LLC63,283
0.0% of portfolio›$291.1K
Virtus Investment Advisers, LLC62,628
0.1% of portfolio›$288.1K
Raymond James Financial Inc43,199
0.0% of portfolio›$198.7K
Bank of Nova Scotia42,104
0.0% of portfolio›$193.7K
Koshinski Asset Management, Inc.40,400
0.0% of portfolio›$185.8K
International Assets Investment Management, LLC39,075
0.0% of portfolio›$177.7K
Magnolia Capital Advisors LLC37,946
0.0% of portfolio›$174.6K
BI Asset Management Fondsmaeglerselskab A/S37,269
0.0% of portfolio›$171
Cerity Partners LLC35,629
0.0% of portfolio›$163.9K
Ethos Financial Group, LLC34,581
0.0% of portfolio›$220.3K
Baird Financial Group, Inc.33,969
0.0% of portfolio›$156.3K
D.A. Davidson & Co.31,585
0.0% of portfolio›$145.3K
Freestone Capital Holdings, LLC30,885
0.0% of portfolio›$142.1K
Canada Life Assurance Co29,445
0.0% of portfolio›$136
Forum Financial Management, LP26,336
0.0% of portfolio›$121.1K
Rockefeller Capital Management L.P.24,475
0.0% of portfolio›$112.6K
Corient Private Wealth LP24,377
0.0% of portfolio›$112.1K
Earned Wealth Advisors, LLC24,152
0.0% of portfolio›$236.7K
Royal Bank of Canada22,744
0.0% of portfolio›$105.0K
Rothschild Investment LLC22,324
0.0% of portfolio›$102.7K
Fiduciary Group, LLC22,000
0.0% of portfolio›$101.2K
Garden State Investment Advisory Services LLC21,199
0.0% of portfolio›$97.5K
Jane Street Group, LLC20,803
0.0% of portfolio›$95.7K
Captrust Financial Advisors20,468
0.0% of portfolio›$94.2K
Osaic Holdings, Inc.19,859
0.0% of portfolio›$91.4K
Two Sigma Investments, LP17,892
0.0% of portfolio›$82.3K
Equitable Holdings, Inc.17,717
0.0% of portfolio›$112.9K
Sequoia Financial Advisors, LLC17,000
0.0% of portfolio›$78.2K
Calton & Associates, Inc.16,539
0.0% of portfolio›$76.1K
Southeast Asset Advisors, LLC16,000
0.0% of portfolio›$73.6K
Independent Financial Group, LLC15,869
0.0% of portfolio›$73.0K
Janney Montgomery Scott LLC15,555
0.0% of portfolio›$72
Cresset Asset Management, LLC15,167
0.0% of portfolio›$69.8K
Yakira Capital Management, Inc.14,938
0.0% of portfolio›$68.7K
Creative Financial Designs Inc14,230
0.0% of portfolio›$65.5K
Private Advisor Group, LLC14,215
0.0% of portfolio›$65.4K
Chapin Davis, Inc.13,500
0.0% of portfolio›$62.1K
XTX Topco Ltd13,130
0.0% of portfolio›$60.4K
Closed-End Fund Advisors, Inc.12,825
0.1% of portfolio›$59.0K
O'shaughnessy Asset Management, LLC12,322
0.0% of portfolio›$56.7K
Argos Wealth Advisors, LLC11,848
0.0% of portfolio›$54.5K
Wealthspire Advisors, LLC11,586
0.0% of portfolio›$53.3K
Stephens Inc11,453
0.0% of portfolio›$52.7K
Mission Wealth Management, LP11,400
0.0% of portfolio›$52.4K
Davenport & Co LLC11,300
0.0% of portfolio›$52.0K
Bank of America Corp10,988
0.0% of portfolio›$50.5K
Trek Financial, LLC10,650
0.0% of portfolio›$49.0K
Ascent Group, LLC10,285
0.0% of portfolio›$47.3K
Advisory Services Network, LLC5,246
0.0% of portfolio›$24.1K
Northwestern Mutual Wealth Management Co1,533
0.0% of portfolio›$7.1K
Aventura Private Wealth, LLC1,400
0.0% of portfolio›$6.4K
North Star Investment Management Corp.700
0.0% of portfolio›$3.2K
Nfsg Corp500
0.0% of portfolio›$2.3K
TD Waterhouse Canada Inc.134
0.0% of portfolio›$608
Allworth Financial LP8
0.0% of portfolio›$37
Wells Fargo & Company3
0.0% of portfolio›$14
Caitong International Asset Management Co., Ltd1
0.0% of portfolio›$5
StyleTurnoverLocationFiled
Almitas Capital LLC
1,277,717$5.2M1.2%YieldMediumSanta Monica, CA2026-05-15
Morgan Stanley
1,022,578$4.7M0.0%CoreLowNew York, NY2026-05-15
Bulldog Investors, LLPActivist
966,788$4.4M1.0%YieldHighSaddle Brook, NJ2026-05-08
Caprock Group, LLC
461,360$2.1M0.1%CoreLowBoise, ID2026-05-11
Quadrant Capital Group LLC
198,140$911.4K0.0%CoreLowCincinnati, OH2026-05-13
CAZ Investments LP
150,000$690.0K0.8%YieldLowHouston, TX2026-05-12
Focus Partners Wealth
131,081$603.0K0.0%CoreLowSt Louis, MO2026-05-15
LaFleur & Godfrey LLC
122,470$563.4K0.1%GrowthLowGrand Rapids, MI2026-05-04
Sunbelt Securities, Inc.
109,882$505.5K0.0%ValueVery LowHouston, TX2026-05-18
Oppenheimer & Co Inc
105,570$485.6K0.0%CoreLowNew York, NY2026-04-24
Commonwealth Equity Services, LLC
89,314$410.8K0.0%ETFLowWaltham, MA2026-04-27
BlackRock, Inc.
88,153$405.5K0.0%IndexVery LowNew York, NY2026-05-13
Fiera Capital Corp
84,004$386.4K0.0%CoreMediumMontreal, Austria2026-05-12
Waverly Advisors, LLC
83,465$383.9K0.0%IndexLowBirmingham, AL2026-05-15
UBS Group AG
82,452$379.3K0.0%CoreMediumZurich, Switzerland2026-05-05
Arax Advisory Partners
82,412$379.1K0.0%CoreHighNew York, NY2026-05-13
Susquehanna International Group, LLP
76,573$352.2K0.0%GrowthHighBala Cynwyd, PA2026-05-15
LPL Financial LLC
63,283$291.1K0.0%IndexVery LowFort Mill, SC2026-05-06
Virtus Investment Advisers, LLC
62,628$288.1K0.1%CoreHighHartford, CT2026-05-14
Raymond James Financial Inc
43,199$198.7K0.0%IndexLowSt. Petersburg, FL2026-05-14
Bank of Nova Scotia
42,104$193.7K0.0%GARPHighToronto, Australia2026-05-14
Koshinski Asset Management, Inc.
40,400$185.8K0.0%ETFLowDecatur, IL2026-04-27
International Assets Investment Management, LLC
39,075$177.7K0.0%CoreVery HighOrlando, FL2026-05-01
Magnolia Capital Advisors LLC
37,946$174.6K0.0%CoreMediumRidgeland, MS2026-05-15
BI Asset Management Fondsmaeglerselskab A/S
37,269$1710.0%CoreMediumKobenhavn, Greece2026-04-16
Cerity Partners LLC
35,629$163.9K0.0%IndexLowNew York, NY2026-05-15
Ethos Financial Group, LLC
34,581$220.3K0.0%ETFMediumKing Of Prussia, PA2026-05-05
Baird Financial Group, Inc.
33,969$156.3K0.0%CoreLowMilwaukee, WI2026-05-14
D.A. Davidson & Co.
31,585$145.3K0.0%CoreLowGreat Falls, MT2026-05-05
Freestone Capital Holdings, LLC
30,885$142.1K0.0%GrowthLowSeattle, WA2026-05-13
Canada Life Assurance Co
29,445$1360.0%IndexVery LowWinnipeg, Argentina2026-05-14
Forum Financial Management, LP
26,336$121.1K0.0%ETFLowLombard, IL2026-04-23
Rockefeller Capital Management L.P.
24,475$112.6K0.0%CoreLowNew York, NY2026-05-14
Corient Private Wealth LP
24,377$112.1K0.0%GrowthVery LowMiami, FL2026-05-15
Earned Wealth Advisors, LLC
24,152$236.7K0.0%ETFHighWalnut Creek, CA2026-05-07
Royal Bank of Canada
22,744$105.0K0.0%CoreLowToronto, Australia2026-05-15
Rothschild Investment LLC
22,324$102.7K0.0%IndexLowChicago, IL2026-05-07
Fiduciary Group, LLC
22,000$101.2K0.0%CoreVery LowSavannah, GA2026-05-11
Garden State Investment Advisory Services LLC
21,199$97.5K0.0%ETFMediumRed Bank, NJ2026-05-14
Jane Street Group, LLC
20,803$95.7K0.0%CoreVery HighNew York, NY2026-05-12
Captrust Financial Advisors
20,468$94.2K0.0%IndexLowRaleigh, NC2026-05-15
Osaic Holdings, Inc.
19,859$91.4K0.0%IndexLowScottsdale, AZ2026-05-15
Two Sigma Investments, LP
17,892$82.3K0.0%ValueHighNew York, NY2026-05-15
Equitable Holdings, Inc.
17,717$112.9K0.0%ETFLowNew York, NY2026-05-15
Sequoia Financial Advisors, LLC
17,000$78.2K0.0%IndexVery LowAkron, OH2026-04-30
Calton & Associates, Inc.
16,539$76.1K0.0%ETFMediumTampa, FL2026-05-13
Southeast Asset Advisors, LLC
16,000$73.6K0.0%ValueLowThomasville, GA2026-05-13
Independent Financial Group, LLC
15,869$73.0K0.0%GrowthLowSan Diego, CA2026-05-15
Janney Montgomery Scott LLC
15,555$720.0%CoreLowPhiladelphia, PA2026-04-22
Cresset Asset Management, LLC
15,167$69.8K0.0%GrowthLowChicago, IL2026-05-15
Yakira Capital Management, Inc.
14,938$68.7K0.0%YieldVery HighWestport, CT2026-05-14
Creative Financial Designs Inc
14,230$65.5K0.0%ETFMediumKokomo, IN2026-04-13
Private Advisor Group, LLC
14,215$65.4K0.0%ETFMediumMorristown, NJ2026-04-27
Chapin Davis, Inc.
13,500$62.1K0.0%GrowthHighBaltimore, MD2026-04-21
XTX Topco Ltd
13,130$60.4K0.0%ValueVery HighLondon, United Kingdom2026-05-15
Closed-End Fund Advisors, Inc.
12,825$59.0K0.1%YieldMediumRichmond, VA2026-05-11
O'shaughnessy Asset Management, LLC
12,322$56.7K0.0%CoreLowStamford, CT2026-05-13
Argos Wealth Advisors, LLC
11,848$54.5K0.0%GrowthLowSacramento, CA2026-04-27
Wealthspire Advisors, LLC
11,586$53.3K0.0%IndexVery LowNew York, NY2026-05-01
Stephens Inc
11,453$52.7K0.0%CoreLowLittle Rock, AR2026-04-28
Mission Wealth Management, LP
11,400$52.4K0.0%ETFLowSanta Barbara, CA2026-05-15
Davenport & Co LLC
11,300$52.0K0.0%CoreMediumRichmond, VA2026-04-15
Bank of America Corp
10,988$50.5K0.0%CoreLowCharlotte, NC2026-05-18
Trek Financial, LLC
10,650$49.0K0.0%ETFHighScottsdale, AZ2026-05-13
Ascent Group, LLC
10,285$47.3K0.0%CoreLowVirginia Beach, VA2026-05-15
Advisory Services Network, LLC
5,246$24.1K0.0%GrowthLowAtlanta, GA2026-05-15
Northwestern Mutual Wealth Management Co
1,533$7.1K0.0%IndexVery LowMilwaukee, WI2026-05-07
Aventura Private Wealth, LLC
1,400$6.4K0.0%GrowthLowAventura, FL2026-05-06
North Star Investment Management Corp.
700$3.2K0.0%CoreLowChicago, IL2026-04-23
Nfsg Corp
500$2.3K0.0%Agg GrowthMediumBoca Raton, FL2026-05-05
TD Waterhouse Canada Inc.
134$6080.0%CoreLowToronto, Australia2026-05-12
Allworth Financial LP
8$370.0%IndexLowFolsom, CA2026-05-15
Wells Fargo & Company
3$140.0%CoreLowSan Francisco, CA2026-07-08
Caitong International Asset Management Co., Ltd
1$50.0%GrowthVery HighHong Kong, South Korea2026-05-11