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 |
|---|---|---|---|---|---|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
46,033
shares
|
$304,278
0.0% of portfolio
|
Q3 2025
Reduced 34.58%
|
|
|
Claybrook Capital, LLC
|
Oct 24, 2023 Q3 2023 |
43,140
shares
|
$285,155
0.19% of portfolio
|
Q1 2023
Added 8.52%
|
|
|
Mas Advisors LLC
Miami, FL |
Oct 28, 2025 Q3 2025 |
42,332
shares
|
$279,814
0.48% of portfolio
|
Q3 2025
Added 2.94%
|
|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
Nov 14, 2025 Q3 2025 |
42,000
shares
|
$277,620
0.0% of portfolio
|
Q3 2025
Reduced 65.06%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
40,702
shares
|
$269,040
0.0% of portfolio
|
Q3 2025
Reduced 2.48%
|
|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
40,400
shares
|
$267,044
0.02% of portfolio
|
Q3 2025
Added 29.49%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
40,006
shares
|
$264,439
0.0% of portfolio
|
Q3 2025
Reduced 46.32%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Nov 12, 2025 Q3 2025 |
37,000
shares
|
$244,570
0.02% of portfolio
|
Q4 2024
Added 5.71%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Oct 23, 2025 Q3 2025 |
36,802
shares
|
$243,261
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
34,302
shares
|
$226,736
0.02% of portfolio
|
Q4 2024
Reduced 84.45%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
33,976
shares
|
$224,581
0.0% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
32,678
shares
|
$216,001
0.02% of portfolio
|
Q1 2022
Reduced 16.41%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
30,948
shares
|
$204,566
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 12, 2025 Q3 2025 |
29,484
shares
|
$194,889
0.01% of portfolio
|
Q3 2025
Added 3.48%
|
|
|
Great West Life Assurance CO
Winnipeg, A2 |
Nov 17, 2025 Q3 2025 |
29,052
shares
|
$192,033
0.0% of portfolio
|
Q3 2025
Added 42.68%
|
|
|
Yakira Capital Management, Inc.
Westport, CT |
Nov 13, 2025 Q3 2025 |
28,599
shares
|
$189,039
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
28,384
shares
|
$187,618
0.0% of portfolio
|
Q3 2025
Added 8.72%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
27,340
shares
|
$180,717
0.13% of portfolio
|
Q4 2022
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
26,772
shares
|
$176,962
0.0% of portfolio
|
Q3 2025
Reduced 19.27%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
25,622
shares
|
$169,361
0.0% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Chiron Capital Management, LLC
|
Nov 14, 2025 Q3 2025 |
24,553
shares
|
$162,295
0.15% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
24,341
shares
|
$160,894
0.01% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
O'Dell Group, LLC
Cincinnati, OH |
Oct 27, 2025 Q3 2025 |
23,512
shares
|
$155,414
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
23,507
shares
|
$155,381
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
22,568
shares
|
$149,174
0.0% of portfolio
|
Q1 2025
Reduced 5.22%
|
|