Monroe CapitalMRCC
13F holders, Q1 2026 (March 31)74holders −5
10new positions
13sold out
$4.52avg. 13F price*
At the end of Q1 2026, 74 institutions reported holding Monroe Capital Corp. (MRCC) in their 13F filings, down 5 from Q4 2025. 10 opened new positions and 13 sold out. The largest holders were Almitas Capital LLC ($5.2M), Morgan Stanley ($4.7M) and Bulldog Investors, LLP ($4.4M).
- Company
- Monroe Capital Corp.
- CUSIP
- 610335101
- Latest filing quarter
- Q1 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $1.2M |
| Exits | 13 | $4.3M |
All 13F filers, Q4 2025 → Q1 2026: 1,686,611 shares bought and 1,084,630 shares sold, net +601,981 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 74 holders
| Almitas Capital LLC | 1.17% | Add +27.9% | 1,277,717 | $5.2M |
| Morgan Stanley | 0.00% | Add +1614.3% | 1,022,578 | $4.7M |
| Bulldog Investors, LLP | 1.00% | Add +1.3% | 966,788 | $4.4M |
| Caprock Group, LLC | 0.05% | Add +2.7% | 461,360 | $2.1M |
| Quadrant Capital Group LLC | 0.03% | Reduce -4.1% | 198,140 | $911K |
| Caz Investments LP | 0.83% | New | 150,000 | $690K |
| Focus Partners Wealth | 0.00% | Add +0.3% | 131,081 | $603K |
| LaFleur & Godfrey LLC | 0.07% | No change | 122,470 | $563K |
| Sunbelt Securities, Inc. | 0.03% | Reduce -19.1% | 109,882 | $505K |
| Oppenheimer & Co. Inc. | 0.01% | Add +285.2% | 105,570 | $486K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -3.7% | 89,314 | $411K |
| BlackRock, Inc. | 0.00% | Reduce -45.7% | 88,153 | $406K |
| Fiera Capital Corp | 0.00% | No change | 84,004 | $386K |
| Waverly Advisors, LLC | 0.00% | Add +197.4% | 83,465 | $384K |
| UBS Group AG | 0.00% | Add +20.0% | 82,452 | $379K |
| Arax Advisory Partners | 0.01% | No change | 82,412 | $379K |
| Susquehanna International Group, LLP | 0.00% | Add +6.3% | 76,573 | $352K |
| LPL Financial LLC | 0.00% | Add +2.8% | 63,283 | $291K |
| Virtus Investment Advisers, LLC | 0.08% | Reduce -8.4% | 62,628 | $288K |
| Earned Wealth Advisors, LLC | 0.02% | Add +1.3% | 24,152 | $237K |
| Ethos Financial Group, LLC | 0.02% | No change | 34,581 | $220K |
| Raymond James Financial Inc. | 0.00% | Reduce -15.3% | 43,199 | $199K |
| Bank of Nova Scotia | 0.00% | New | 42,104 | $194K |
| Koshinski Asset Management, Inc. | 0.01% | No change | 40,400 | $186K |
| International Assets Investment Management, LLC | 0.01% | No change | 39,075 | $178K |
| Magnolia Capital Advisors LLC | 0.03% | Reduce -41.5% | 37,946 | $175K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.00% | No change | 37,269 | $171K |
| Cerity Partners LLC | 0.00% | Reduce -10.6% | 35,629 | $164K |
| Baird Financial Group, Inc. | 0.00% | No change | 33,969 | $156K |
| D.A. Davidson & Co. | 0.00% | Add +0.8% | 31,585 | $145K |
| Freestone Capital Holdings, LLC | 0.00% | Add +1.9% | 30,885 | $142K |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +9.1% | 29,445 | $136K |
| Forum Financial Management, LP | 0.00% | No change | 26,336 | $121K |
| Equitable Holdings, Inc. | 0.00% | Reduce -20.1% | 17,717 | $113K |
| Rockefeller Capital Management L.P. | 0.00% | Add +11.2% | 24,475 | $113K |
| Corient Private Wealth LP | 0.00% | Reduce -45.9% | 24,377 | $112K |
| Royal Bank of Canada | 0.00% | Add +3.5% | 22,744 | $105K |
| Rothschild Investment LLC | 0.01% | Add +0.2% | 22,324 | $103K |
| Fiduciary Group, LLC | 0.01% | No change | 22,000 | $101K |
| Garden State Investment Advisory Services LLC | 0.02% | Reduce -35.8% | 21,199 | $98K |
| Jane Street Group, LLC | 0.00% | Reduce -69.6% | 20,803 | $96K |
| Captrust Financial Advisors | 0.00% | New | 20,468 | $94K |
| Osaic Holdings, Inc. | 0.00% | Reduce -25.8% | 19,859 | $91K |
| Two Sigma Investments, LP | 0.00% | Reduce -54.3% | 17,892 | $82K |
| Sequoia Financial Advisors, LLC | 0.00% | No change | 17,000 | $78K |
| Calton & Associates, Inc. | 0.01% | New | 16,539 | $76K |
| Southeast Asset Advisors, LLC | 0.01% | No change | 16,000 | $74K |
| Independent Financial Group, LLC | 0.00% | Reduce -35.0% | 15,869 | $73K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -25.1% | 15,555 | $72K |
| Cresset Asset Management, LLC | 0.00% | Add +0.1% | 15,167 | $70K |
| Yakira Capital Management, Inc. | 0.02% | Reduce -88.5% | 14,938 | $69K |
| Creative Financial Designs Inc. | 0.00% | Add +1.5% | 14,230 | $65K |
| Private Advisor Group, LLC | 0.00% | No change | 14,215 | $65K |
| Chapin Davis, Inc. | 0.01% | Add +12.5% | 13,500 | $62K |
| XTX Topco Ltd | 0.00% | Reduce -5.0% | 13,130 | $60K |
| Closed-End Fund Advisors, Inc. | 0.06% | No change | 12,825 | $59K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -7.0% | 12,322 | $57K |
| Argos Wealth Advisors, LLC | 0.02% | Add +0.8% | 11,848 | $55K |
| Wealthspire Advisors, LLC | 0.00% | New | 11,586 | $53K |
| Stephens Inc. | 0.00% | Reduce -6.0% | 11,453 | $53K |
| Mission Wealth Management, LP | 0.00% | No change | 11,400 | $52K |
| DAVENPORT & Co LLC | 0.00% | Reduce -15.0% | 11,300 | $52K |
| Bank of America Corp. | 0.00% | Reduce -0.9% | 10,988 | $51K |
| Trek Financial, LLC | 0.00% | New | 10,650 | $49K |
| Ascent Group, LLC | 0.00% | No change | 10,285 | $47K |
| Advisory Services Network, LLC | 0.00% | New | 5,246 | $24K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 1,533 | $7K |
| Aventura Private Wealth, LLC | 0.00% | New | 1,400 | $6K |
| North Star Investment Management Corp. | 0.00% | No change | 700 | $3K |
| NFSG Corp | 0.00% | No change | 500 | $2K |
| TD Waterhouse Canada Inc. | 0.00% | Add +1.5% | 134 | $608 |
| Allworth Financial LP | 0.00% | New | 8 | $37 |
| Wells Fargo & Company | 0.00% | Add +200.0% | 3 | $14 |
| Caitong International Asset Management Co., Ltd | 0.00% | New | 1 | $5 |
"% of holder's portfolio" is MRCC's weight in each manager's 13F, not the share of Monroe Capital Corp. the manager owns.