Monroe CapitalMRCC
13F holders, Q4 2025 (December 31)79holders −5
10new positions
13sold out
1famous investor
$6.39avg. 13F price*
At the end of Q4 2025, 79 institutions reported holding Monroe Capital Corp. (MRCC) in their 13F filings, down 5 from Q3 2025. 10 opened new positions and 13 sold out. The largest holders were Almitas Capital LLC ($6.4M), Bulldog Investors, LLP ($6.1M) and Caprock Group, LLC ($2.9M). 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $1.1M |
| Exits | 13 | $1.2M |
All 13F filers, Q3 2025 → Q4 2025: 1,982,132 shares bought and 444,153 shares sold, net +1,537,979 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 79 holders
| Almitas Capital LLC | 1.41% | Add +817.4% | 999,044 | $6.4M |
| Bulldog Investors, LLP | 1.36% | Add +46.7% | 954,816 | $6.1M |
| Caprock Group, LLC | 0.06% | Add +3.5% | 449,038 | $2.9M |
| Blair William & Co. | 0.01% | Reduce -15.1% | 309,750 | $2.0M |
| Quadrant Capital Group LLC | 0.04% | Add +2345.1% | 206,584 | $1.3M |
| Citadel Advisors | 0.00% | Add +256.6% | 170,269 | $1.1M |
| BlackRock, Inc. | 0.00% | Add +6.0% | 162,418 | $1.0M |
| Sunbelt Securities, Inc. | 0.06% | Add +8.8% | 135,809 | $865K |
| Focus Partners Wealth | 0.00% | Add +309.7% | 130,634 | $832K |
| Yakira Capital Management, Inc. | 0.28% | Add +353.9% | 129,809 | $827K |
| LaFleur & Godfrey LLC | 0.09% | Add +14.5% | 122,470 | $780K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -1.8% | 92,777 | $591K |
| Fiera Capital Corp | 0.00% | No change | 84,004 | $535K |
| Arax Advisory Partners | 0.02% | No change | 82,412 | $525K |
| Susquehanna International Group, LLP | 0.00% | Reduce -22.6% | 72,036 | $459K |
| UBS Group AG | 0.00% | Add +17.5% | 68,724 | $438K |
| Jane Street Group, LLC | 0.00% | New | 68,409 | $436K |
| Virtus Investment Advisers, LLC | 0.12% | Reduce -11.8% | 68,340 | $435K |
| Absolute Investment Advisers, LLC | 0.05% | Reduce -7.0% | 67,321 | $418K |
| Magnolia Capital Advisors LLC | 0.09% | Reduce -14.5% | 64,865 | $413K |
| LPL Financial LLC | 0.00% | Add +4.3% | 61,573 | $392K |
| Morgan Stanley | 0.00% | Add +2.5% | 59,649 | $380K |
| Quarry LP | 0.06% | No change | 58,983 | $376K |
| Raymond James Financial Inc. | 0.00% | Add +27.5% | 50,993 | $325K |
| Corient Private Wealth LP | 0.00% | Reduce -4.3% | 45,062 | $287K |
| Koshinski Asset Management, Inc. | 0.02% | No change | 40,400 | $257K |
| Cerity Partners LLC | 0.00% | Reduce -2.1% | 39,852 | $254K |
| Two Sigma Investments, LP | 0.00% | Reduce -15.0% | 39,132 | $249K |
| International Assets Investment Management, LLC | 0.02% | Add +13.9% | 39,075 | $249K |
| Earned Wealth Advisors, LLC | 0.02% | New | 23,837 | $238K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.00% | Reduce -63.5% | 37,269 | $237K |
| Ethos Financial Group, LLC | 0.02% | Reduce -6.0% | 34,581 | $220K |
| Baird Financial Group, Inc. | 0.00% | Reduce -0.0% | 33,969 | $216K |
| Garden State Investment Advisory Services LLC | 0.05% | Reduce -44.8% | 33,039 | $210K |
| D.A. Davidson & Co. | 0.00% | Add +1.2% | 31,322 | $200K |
| Freestone Capital Holdings, LLC | 0.01% | Add +2.8% | 30,301 | $193K |
| Waverly Advisors, LLC | 0.00% | New | 28,065 | $179K |
| Oppenheimer & Co. Inc. | 0.00% | Add +2.4% | 27,406 | $175K |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -7.1% | 26,990 | $171K |
| Osaic Holdings, Inc. | 0.00% | Add +20.8% | 26,771 | $171K |
| Forum Financial Management, LP | 0.00% | Add +77.5% | 26,336 | $168K |
| Lido Advisors, LLC | 0.00% | No change | 22,568 | $158K |
| Independent Financial Group, LLC | 0.00% | No change | 24,419 | $156K |
| Rothschild Investment LLC | 0.01% | Add +0.3% | 22,279 | $142K |
| Equitable Holdings, Inc. | 0.00% | Reduce -21.8% | 22,189 | $141K |
| Rockefeller Capital Management L.P. | 0.00% | Add +7.7% | 22,010 | $140K |
| Fiduciary Group, LLC | 0.01% | Reduce -40.5% | 22,000 | $140K |
| Royal Bank of Canada | 0.00% | Reduce -14.2% | 21,976 | $140K |
| Janney Montgomery Scott LLC | 0.00% | Add +9.4% | 20,770 | $132K |
| HighTower Advisors, LLC | 0.00% | New | 19,151 | $122K |
| Sequoia Financial Advisors, LLC | 0.00% | No change | 17,000 | $108K |
| Southeast Asset Advisors, LLC | 0.01% | No change | 16,000 | $102K |
| Stratos Wealth Advisors, LLC | 0.00% | Reduce -16.2% | 15,322 | $98K |
| Cresset Asset Management, LLC | 0.00% | Add +0.2% | 15,147 | $96K |
| Private Advisor Group, LLC | 0.00% | No change | 14,215 | $91K |
| Creative Financial Designs Inc. | 0.01% | Add +2.2% | 14,015 | $89K |
| XTX Topco Ltd | 0.00% | New | 13,827 | $88K |
| Two Sigma Advisers, LP | 0.00% | Reduce -67.1% | 13,800 | $88K |
| DAVENPORT & Co LLC | 0.00% | No change | 13,300 | $85K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +22.3% | 13,247 | $84K |
| Closed-End Fund Advisors, Inc. | 0.05% | — | 12,825 | $82K |
| Stephens Inc. | 0.00% | Add +1.5% | 12,180 | $78K |
| Chapin Davis, Inc. | 0.02% | Add +14.3% | 12,000 | $76K |
| Argos Wealth Advisors, LLC | 0.02% | — | 11,755 | $75K |
| HB Wealth Management, LLC | 0.00% | Add +2.8% | 11,518 | $73K |
| Mission Wealth Management, LP | 0.00% | Reduce -8.1% | 11,400 | $73K |
| Bank of America Corp. | 0.00% | Add +0.9% | 11,088 | $71K |
| Ascent Group, LLC | 0.00% | No change | 10,285 | $66K |
| Kestra Advisory Services, LLC | 0.00% | New | 5,449 | $35K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 4,830 | $31K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 1,533 | $10K |
| US Bancorp \de | 0.00% | New | 850 | $5K |
| North Star Investment Management Corp. | 0.00% | No change | 700 | $4K |
| NFSG Corp | 0.00% | No change | 500 | $3K |
| Navalign, LLC | 0.00% | New | 450 | $3K |
| Kohmann Bosshard Financial Services, LLC | 0.00% | New | 262 | $2K |
| Jones Financial Companies LLLP | 0.00% | New | 150 | $956 |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -97.6% | 132 | $836 |
| Wells Fargo & Company | 0.00% | Reduce -66.7% | 1 | $4 |
"% of holder's portfolio" is MRCC's weight in each manager's 13F, not the share of Monroe Capital Corp. the manager owns.