MONROE CAPITAL CORP MRCC
Latest 13F among current holders filed 1 month ago (May 18, 2026)
Institutional holders
74
-5 QoQ
13F value
$28.4M
-22.5% QoQ
Smart-money holders
5
signal tier ≥ 2
New smart buyers
1
Q1 2026
Options barometer
puts only
— calls / $247K puts
Institutional value by quarter
Number of holders
Who owns MRCC?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Almitas Capital LLC ★2 | Fundamental diversified | 1.3M | $5.2M | 1.2% | +27.9% |
| MORGAN STANLEY | Bank broker | 1.0M | $4.7M | 0.0% | +1614.3% |
| Bulldog Investors, LLP ★2 | Fundamental diversified | 966.8K | $4.4M | 1.0% | +1.3% |
| Caprock Group, LLC | Other | 461.4K | $2.1M | 0.1% | +2.7% |
| QUADRANT CAPITAL GROUP LLC | Diversified mechanical | 198.1K | $911K | 0.0% | -4.1% |
| CAZ INVESTMENTS LP ★3 | Fundamental concentrated | 150.0K | $690K | 0.8% | New |
| Focus Partners Wealth | Wealth advisor | 131.1K | $603K | 0.0% | +0.3% |
| LaFleur & Godfrey LLC ★2 | Fundamental diversified | 122.5K | $563K | 0.1% | Held |
| Sunbelt Securities, Inc. | Diversified mechanical | 109.9K | $505K | 0.0% | -19.1% |
| OPPENHEIMER & CO INC | Diversified mechanical | 105.6K | $486K | 0.0% | +285.2% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 89.3K | $411K | 0.0% | -3.7% |
| BlackRock, Inc. | Index provider | 88.2K | $406K | 0.0% | -45.7% |
| Fiera Capital Corp | Other | 84.0K | $386K | 0.0% | Held |
| Waverly Advisors, LLC | Wealth advisor | 83.5K | $384K | 0.0% | +197.4% |
| UBS Group AG | Bank broker | 82.5K | $379K | 0.0% | +20.0% |
| Arax Advisory Partners | Wealth advisor | 82.4K | $379K | 0.0% | Held |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 76.6K | $352K | 0.0% | +6.3% |
| LPL Financial LLC | Bank broker | 63.3K | $291K | 0.0% | +2.8% |
| Virtus Investment Advisers, LLC | Other | 62.6K | $288K | 0.1% | -8.4% |
| EARNED WEALTH ADVISORS, LLC | Wealth advisor | 24.2K | $237K | 0.0% | +1.3% |
| Ethos Financial Group, LLC | Wealth advisor | 34.6K | $220K | 0.0% | Held |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 43.2K | $199K | 0.0% | -15.3% |
| BANK OF NOVA SCOTIA | Bank broker | 42.1K | $194K | 0.0% | New |
| Koshinski Asset Management, Inc. | Wealth advisor | 40.4K | $186K | 0.0% | Held |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | Diversified mechanical | 39.1K | $178K | 0.0% | Held |
| MAGNOLIA CAPITAL ADVISORS LLC | Wealth advisor | 37.9K | $175K | 0.0% | -41.5% |
| BI Asset Management Fondsmaeglerselskab A/S | Other | 37.3K | $171K | 0.0% | Held |
| Cerity Partners LLC | Diversified mechanical | 35.6K | $164K | 0.0% | -10.6% |
| Baird Financial Group, Inc. | Diversified mechanical | 34.0K | $156K | 0.0% | Held |
| D.A. DAVIDSON & CO. | Wealth advisor | 31.6K | $145K | 0.0% | +0.8% |
| Freestone Capital Holdings, LLC | Other | 30.9K | $142K | 0.0% | +1.9% |
| CANADA LIFE ASSURANCE Co | Diversified mechanical | 29.4K | $136K | 0.0% | +9.1% |
| Forum Financial Management, LP | Wealth advisor | 26.3K | $121K | 0.0% | Held |
| Equitable Holdings, Inc. | Wealth advisor | 17.7K | $113K | 0.0% | -20.2% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 24.5K | $113K | 0.0% | +11.2% |
| Corient Private Wealth LLC | Diversified mechanical | 24.4K | $112K | 0.0% | -73.0% |
| ROYAL BANK OF CANADA | Bank broker | 22.7K | $105K | 0.0% | +3.5% |
| ROTHSCHILD INVESTMENT LLC | Diversified mechanical | 22.3K | $103K | 0.0% | +0.2% |
| Fiduciary Group, LLC | Other | 22.0K | $101K | 0.0% | Held |
| Garden State Investment Advisory Services LLC | Wealth advisor | 21.2K | $98K | 0.0% | -35.8% |
| JANE STREET GROUP, LLC | Market maker | 20.8K | $96K | 0.0% | -69.6% |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 20.5K | $94K | 0.0% | New |
| OSAIC HOLDINGS, INC. | Wealth advisor | 19.9K | $91K | 0.0% | -25.8% |
| TWO SIGMA INVESTMENTS, LP | Quant stat arb | 17.9K | $82K | 0.0% | -54.3% |
| Sequoia Financial Advisors, LLC | Wealth advisor | 17.0K | $78K | 0.0% | Held |
| CALTON & ASSOCIATES, INC. | Wealth advisor | 16.5K | $76K | 0.0% | New |
| Southeast Asset Advisors, LLC ★2 | Fundamental diversified | 16.0K | $74K | 0.0% | Held |
| INDEPENDENT FINANCIAL GROUP, LLC | Wealth advisor | 15.9K | $73K | 0.0% | -35.0% |
| Janney Montgomery Scott LLC | Diversified mechanical | 15.6K | $72K | 0.0% | -25.1% |
| Cresset Asset Management, LLC | Wealth advisor | 15.2K | $70K | 0.0% | +0.1% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.