Monroe CapitalMRCC
13F holders, Q3 2025 (September 30)84holders +9
18new positions
10sold out
1famous investor
$7.08avg. 13F price*
At the end of Q3 2025, 84 institutions reported holding Monroe Capital Corp. (MRCC) in their 13F filings, up 9 from Q2 2025. 18 opened new positions and 10 sold out. The largest holders were Bulldog Investors, LLP ($4.6M), Caprock Group, LLC ($3.2M) and Blair William & Co. ($2.6M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Monroe Capital Corp.
- CUSIP
- 610335101
- Latest filing quarter
- Q1 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $7.7M |
| Exits | 10 | $2.0M |
All 13F filers, Q2 2025 → Q3 2025: 1,235,065 shares bought and 676,167 shares sold, net +558,898 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 84 holders
| Bulldog Investors, LLP | 1.06% | New | 651,021 | $4.6M |
| Caprock Group, LLC | 0.08% | — | 433,663 | $3.2M |
| Blair William & Co. | 0.01% | Reduce -7.5% | 364,804 | $2.6M |
| BlackRock, Inc. | 0.00% | Add +11.1% | 153,302 | $1.1M |
| Sunbelt Securities, Inc. | 0.06% | Add +165.0% | 124,843 | $876K |
| Almitas Capital LLC | 0.18% | New | 108,905 | $765K |
| LaFleur & Godfrey LLC | 0.09% | No change | 106,970 | $751K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.01% | No change | 102,236 | $718K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -4.2% | 94,514 | $663K |
| Susquehanna International Group, LLP | 0.00% | Reduce -13.9% | 93,069 | $653K |
| Fiera Capital Corp | 0.00% | No change | 84,004 | $590K |
| Arax Advisory Partners | 0.01% | No change | 82,412 | $579K |
| NorthCoast Asset Management LLC | 0.00% | Reduce -1.7% | 80,400 | $564K |
| Virtus Investment Advisers, LLC | 0.16% | Reduce -5.8% | 77,488 | $544K |
| Magnolia Capital Advisors LLC | 0.14% | Reduce -42.1% | 75,858 | $533K |
| Absolute Investment Advisers, LLC | 0.06% | New | 72,398 | $508K |
| Garden State Investment Advisory Services LLC | 0.11% | Reduce -7.3% | 59,844 | $420K |
| LPL Financial LLC | 0.00% | Add +0.9% | 59,056 | $415K |
| Quarry LP | 0.11% | New | 58,983 | $414K |
| UBS Group AG | 0.00% | Reduce -1.8% | 58,474 | $410K |
| Morgan Stanley | 0.00% | Add +5.8% | 58,205 | $409K |
| Citadel Advisors | 0.00% | Reduce -5.5% | 47,746 | $335K |
| Corient Private Wealth LP | 0.00% | No change | 47,062 | $330K |
| Two Sigma Investments, LP | 0.00% | Reduce -34.6% | 46,033 | $323K |
| MAS Advisors LLC | 0.47% | Add +2.9% | 42,332 | $297K |
| Two Sigma Advisers, LP | 0.00% | Reduce -65.1% | 42,000 | $295K |
| Cerity Partners LLC | 0.00% | Reduce -2.5% | 40,702 | $286K |
| Koshinski Asset Management, Inc. | 0.02% | Add +29.5% | 40,400 | $284K |
| Raymond James Financial Inc. | 0.00% | Reduce -46.3% | 40,006 | $281K |
| Fiduciary Group, LLC | 0.02% | No change | 37,000 | $260K |
| Ethos Financial Group, LLC | 0.02% | No change | 36,802 | $258K |
| O'Dell Group, LLC | 0.05% | New | 23,512 | $241K |
| Baird Financial Group, Inc. | 0.00% | Reduce -0.2% | 33,976 | $239K |
| Focus Partners Wealth | 0.00% | Add +47.7% | 31,885 | $224K |
| International Assets Investment Management, LLC | 0.02% | No change | 34,302 | $223K |
| D.A. Davidson & Co. | 0.00% | New | 30,948 | $217K |
| Freestone Capital Holdings, LLC | 0.01% | Add +3.5% | 29,484 | $207K |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +42.7% | 29,052 | $201K |
| Yakira Capital Management, Inc. | 0.08% | New | 28,599 | $201K |
| Equitable Holdings, Inc. | 0.00% | Add +8.7% | 28,384 | $199K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -19.3% | 26,772 | $188K |
| Royal Bank of Canada | 0.00% | Add +4.8% | 25,622 | $179K |
| Chiron Capital Management, LLC | 0.15% | Add +0.1% | 24,553 | $172K |
| Independent Financial Group, LLC | 0.00% | No change | 24,419 | $171K |
| Franklin Resources Inc. | 0.00% | New | 23,507 | $165K |
| Lido Advisors, LLC | 0.00% | No change | 22,568 | $158K |
| Osaic Holdings, Inc. | 0.00% | Reduce -15.6% | 22,163 | $158K |
| Rothschild Investment LLC | 0.01% | Add +122.2% | 22,215 | $156K |
| Rockefeller Capital Management L.P. | 0.00% | New | 20,432 | $143K |
| Cobblestone Capital Advisors LLC | 0.01% | Add +7.9% | 19,480 | $137K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -11.0% | 18,983 | $133K |
| Stratos Wealth Advisors, LLC | 0.01% | Reduce -3.6% | 18,290 | $128K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -37.5% | 17,000 | $119K |
| Truist Financial Corp. | 0.00% | Add +3.4% | 16,990 | $119K |
| Southeast Asset Advisors, LLC | 0.01% | No change | 16,000 | $112K |
| Cresset Asset Management, LLC | 0.00% | New | 15,119 | $106K |
| Forum Financial Management, LP | 0.00% | No change | 14,836 | $104K |
| Private Advisor Group, LLC | 0.00% | Reduce -1.3% | 14,215 | $100K |
| CHICAGO TRUST Co NA | 0.01% | Reduce -25.6% | 13,965 | $98K |
| Creative Financial Designs Inc. | 0.01% | Add +2.7% | 13,709 | $96K |
| DAVENPORT & Co LLC | 0.00% | Reduce -7.0% | 13,300 | $93K |
| Mission Wealth Management, LP | 0.00% | New | 12,400 | $87K |
| Stephens Inc. | 0.00% | Add +1.7% | 12,005 | $84K |
| HB Wealth Management, LLC | 0.00% | New | 11,202 | $79K |
| Bank of America Corp. | 0.00% | No change | 10,988 | $77K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -66.1% | 10,831 | $76K |
| Chapin Davis, Inc. | 0.02% | Reduce -77.8% | 10,500 | $74K |
| Northern Trust Corp. | 0.00% | New | 10,442 | $73K |
| Ascent Group, LLC | 0.00% | No change | 10,285 | $72K |
| GPS Wealth Strategies Group, LLC | 0.01% | No change | 10,227 | $72K |
| Quadrant Capital Group LLC | 0.00% | New | 8,449 | $59K |
| Wealthspire Advisors, LLC | 0.00% | New | 7,766 | $55K |
| TD Waterhouse Canada Inc. | 0.00% | Add +3.0% | 5,521 | $39K |
| Advisory Services Network, LLC | 0.00% | New | 5,246 | $37K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -56.5% | 4,830 | $34K |
| Crewe Advisors LLC | 0.00% | No change | 2,800 | $20K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 1,533 | $11K |
| Group One Trading LLC | 0.00% | Add +44.4% | 1,300 | $9K |
| North Star Investment Management Corp. | 0.00% | No change | 700 | $5K |
| NFSG Corp | 0.00% | Reduce -76.7% | 500 | $4K |
| Sound Income Strategies, LLC | 0.00% | New | 227 | $2K |
| Wells Fargo & Company | 0.00% | Reduce -91.7% | 3 | $24 |
| Citigroup Inc. | 0.00% | New | 1 | $7 |
| Simplex Trading, LLC | 0.00% | Reduce -99.2% | 27 | $0 |
"% of holder's portfolio" is MRCC's weight in each manager's 13F, not the share of Monroe Capital Corp. the manager owns.