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 |
|---|---|---|---|---|---|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
22,215
shares
|
$146,841
0.01% of portfolio
|
Q3 2025
Added 122.15%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
22,163
shares
|
$146,497
0.0% of portfolio
|
Q3 2025
Reduced 15.57%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
21,220
shares
|
$140,264
0.0% of portfolio
|
Q3 2022
Added 7.09%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
20,500
shares
|
$135,505
0.11% of portfolio
|
Q3 2023
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
20,432
shares
|
$135,055
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Nov 12, 2025 Q3 2025 |
19,480
shares
|
$128,762
0.01% of portfolio
|
Q3 2025
Added 7.94%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
18,983
shares
|
$125,477
0.0% of portfolio
|
Q3 2025
Reduced 11.04%
|
|
|
Stratos Wealth Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
18,290
shares
|
$120,896
0.01% of portfolio
|
Q3 2025
Reduced 3.62%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
17,000
shares
|
$112,370
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
16,990
shares
|
$112,303
0.0% of portfolio
|
Q3 2025
Added 3.41%
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
Nov 07, 2025 Q3 2025 |
16,000
shares
|
$105,760
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
15,119
shares
|
$99,936
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
15,000
shares
|
$99,150
0.01% of portfolio
|
Q4 2024
Reduced 14.29%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 24, 2025 Q3 2025 |
14,836
shares
|
$98,065
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
14,611
shares
|
$96,578
0.08% of portfolio
|
Q1 2023
New holding
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
14,215
shares
|
$93,961
0.0% of portfolio
|
Q3 2025
Reduced 1.32%
|
|
|
Chicago Trust CO Na
|
Oct 10, 2025 Q3 2025 |
13,965
shares
|
$92,308
0.02% of portfolio
|
Q3 2025
Reduced 25.58%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
13,709
shares
|
$90,616
0.01% of portfolio
|
Q3 2025
Added 2.73%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
13,300
shares
|
$87,913
0.0% of portfolio
|
Q3 2025
Reduced 6.99%
|
|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
12,400
shares
|
$81,964
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
12,005
shares
|
$79,353
0.0% of portfolio
|
Q3 2025
Added 1.71%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
11,202
shares
|
$74,045
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
10,988
shares
|
$72,630
0.0% of portfolio
|
Q4 2024
Reduced 1.35%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
10,831
shares
|
$71,592
0.0% of portfolio
|
Q3 2025
Reduced 66.13%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Oct 09, 2025 Q3 2025 |
10,500
shares
|
$69,405
0.02% of portfolio
|
Q3 2025
Reduced 77.75%
|
|