MONROE CAP CORP (MRCC)
Institutional ownership reported to the SEC as of Q1 2026, across 30 quarters.
71
Reporting holders
$28.0M
Reported value
0.0%
Held as options
-5
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Almitas Capital LLC | $5.2M | 1,277,717 | 1.17% | 3q | +27.9%+$1.1M |
| MORGAN STANLEY | $4.7M | 1,022,578 | 0.00% | 34q | +1614.3%+$4.4M |
| Bulldog Investors, LLP | $4.4M | 966,788 | 1.00% | 3q | +1.3%+$55.1K |
| Caprock Group, LLC | $2.1M | 461,360 | 0.05% | 3q | +2.7%+$56.7K |
| QUADRANT CAPITAL GROUP LLC | $911.4K | 198,140 | 0.03% | 3q | -4.1%-$38.8K |
| CAZ INVESTMENTS LP | $690.0K | 150,000 | 0.81% | new | NEW |
| Focus Partners Wealth | $603.0K | 131,081 | 0.00% | 6q | HELD |
| LaFleur & Godfrey LLC | $563.4K | 122,470 | 0.07% | 22q | HELD |
| Sunbelt Securities, Inc. | $505.5K | 109,882 | 0.03% | 25q | -19.1%-$119.3K |
| OPPENHEIMER & CO INC | $485.6K | 105,570 | 0.01% | 30q | +285.2%+$359.6K |
| COMMONWEALTH EQUITY SERVICES, LLC | $410.8K | 89,314 | 0.00% | 30q | -3.7%-$15.9K |
| BlackRock, Inc. | $405.5K | 88,153 | 0.00% | 7q | -45.7%-$341.6K |
| Fiera Capital Corp | $386.4K | 84,004 | 0.00% | 28q | HELD |
| Waverly Advisors, LLC | $383.9K | 83,465 | 0.00% | 2q | +197.4%+$254.8K |
| UBS Group AG | $379.3K | 82,452 | 0.00% | 30q | +20.0%+$63.1K |
| Arax Advisory Partners | $379.1K | 82,412 | 0.01% | 4q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $352.2K | 76,573 | 0.00% | 4q | +6.3%+$20.9K |
| LPL Financial LLC | $291.1K | 63,283 | 0.00% | 24q | +2.8%+$7.9K |
| Virtus Investment Advisers, LLC | $288.1K | 62,628 | 0.08% | 5q | -8.4%-$26.3K |
| EARNED WEALTH ADVISORS, LLC | $236.7K | 24,152 | 0.02% | 2q | +1.3%+$3.1K |
| Ethos Financial Group, LLC | $220.3K | 34,581 | 0.02% | 5q | HELD |
| RAYMOND JAMES FINANCIAL INC | $198.7K | 43,199 | 0.00% | 6q | -15.3%-$35.9K |
| BANK OF NOVA SCOTIA | $193.7K | 42,104 | 0.00% | new | NEW |
| Koshinski Asset Management, Inc. | $185.8K | 40,400 | 0.01% | 10q | HELD |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $177.7K | 39,075 | 0.01% | 10q | HELD |
| MAGNOLIA CAPITAL ADVISORS LLC | $174.6K | 37,946 | 0.03% | 8q | -41.5%-$123.8K |
| Cerity Partners LLC | $163.9K | 35,629 | 0.00% | 14q | -10.6%-$19.4K |
| Baird Financial Group, Inc. | $156.3K | 33,969 | 0.00% | 30q | HELD |
| D.A. DAVIDSON & CO. | $145.3K | 31,585 | 0.00% | 3q | +0.8%+$1.2K |
| Freestone Capital Holdings, LLC | $142.1K | 30,885 | 0.00% | 30q | +1.9%+$2.7K |
| Forum Financial Management, LP | $121.1K | 26,336 | 0.00% | 4q | HELD |
| Equitable Holdings, Inc. | $112.9K | 17,717 | 0.00% | 11q | -20.2%-$28.5K |
| Rockefeller Capital Management L.P. | $112.6K | 24,475 | 0.00% | 3q | +11.2%+$11.3K |
| Corient Private Wealth LLC | $112.1K | 24,377 | 0.00% | 14q | -73.0%-$302.4K |
| ROYAL BANK OF CANADA | $105.0K | 22,744 | 0.00% | 30q | +3.5%+$3.5K |
| ROTHSCHILD INVESTMENT LLC | $102.7K | 22,324 | 0.01% | 10q | HELD |
| Fiduciary Group, LLC | $101.2K | 22,000 | 0.01% | 20q | HELD |
| Garden State Investment Advisory Services LLC | $97.5K | 21,199 | 0.02% | 7q | -35.8%-$54.5K |
| JANE STREET GROUP, LLC | $95.7K | 20,803 | 0.00% | 2q | -69.6%-$219.0K |
| CAPTRUST FINANCIAL ADVISORS | $94.2K | 20,468 | 0.00% | new | NEW |
| OSAIC HOLDINGS, INC. | $91.4K | 19,859 | 0.00% | 25q | -25.8%-$31.8K |
| TWO SIGMA INVESTMENTS, LP | $82.3K | 17,892 | 0.00% | 27q | -54.3%-$97.7K |
| Sequoia Financial Advisors, LLC | $78.2K | 17,000 | 0.00% | 5q | HELD |
| CALTON & ASSOCIATES, INC. | $76.1K | 16,539 | 0.01% | new | NEW |
| Southeast Asset Advisors, LLC | $73.6K | 16,000 | 0.01% | 12q | HELD |
| INDEPENDENT FINANCIAL GROUP, LLC | $73.0K | 15,869 | 0.00% | 5q | -35.0%-$39.3K |
| Cresset Asset Management, LLC | $69.8K | 15,167 | 0.00% | 3q | HELD |
| Yakira Capital Management, Inc. | $68.7K | 14,938 | 0.02% | 3q | -88.5%-$528.4K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $65.5K | 14,230 | 0.00% | 28q | +1.5% |
| Private Advisor Group, LLC | $65.4K | 14,215 | 0.00% | 7q | HELD |
| CHAPIN DAVIS, INC. | $62.1K | 13,500 | 0.01% | 11q | +12.5%+$6.9K |
| XTX Topco Ltd | $60.4K | 13,130 | 0.00% | 2q | -5.0%-$3.2K |
| Closed-End Fund Advisors, Inc. | $59.0K | 12,825 | 0.06% | 2q | HELD |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $56.7K | 12,322 | 0.00% | 11q | -7.0%-$4.3K |
| Argos Wealth Advisors, LLC | $54.5K | 11,848 | 0.02% | 2q | +0.8% |
| Wealthspire Advisors, LLC | $53.3K | 11,586 | 0.00% | new | NEW |
| STEPHENS INC /AR/ | $52.7K | 11,453 | 0.00% | 30q | -6.0%-$3.3K |
| MISSION WEALTH MANAGEMENT, LP | $52.4K | 11,400 | 0.00% | 3q | HELD |
| DAVENPORT & Co LLC | $52.0K | 11,300 | 0.00% | 7q | -15.0%-$9.2K |
| BANK OF AMERICA CORP /DE/ | $50.5K | 10,988 | 0.00% | 30q | -0.9% |
| Trek Financial, LLC | $49.0K | 10,650 | 0.00% | new | NEW |
| Ascent Group, LLC | $47.3K | 10,285 | 0.00% | 5q | HELD |
| Advisory Services Network, LLC | $24.1K | 5,246 | 0.00% | new | NEW |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $7.1K | 1,533 | 0.00% | 30q | HELD |
| Aventura Private Wealth, LLC | $6.4K | 1,400 | 0.00% | new | NEW |
| North Star Investment Management Corp. | $3.2K | 700 | 0.00% | 30q | HELD |
| NFSG Corp | $2.3K | 500 | 0.00% | 4q | HELD |
| TD Waterhouse Canada Inc. | $608 | 134 | 0.00% | 16q | +1.5% |
| BI Asset Management Fondsmaeglerselskab A/S | $171 | 37,269 | 0.00% | 8q | HELD |
| CANADA LIFE ASSURANCE Co | $136 | 29,445 | 0.00% | 26q | +9.1% |
| Janney Montgomery Scott LLC | $72 | 15,555 | 0.00% | 30q | -25.1% |
| Allworth Financial LP | $37 | 8 | 0.00% | new | NEW |
| WELLS FARGO & COMPANY/MN | $28 | 6 | 0.00% | 30q | +500.0% |
| Caitong International Asset Management Co., Ltd | $5 | 1 | 0.00% | new | NEW |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-21 | 13G/A | Almitas Capital LLC | 0.0% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q1 2026 | 71 | $28.0M | 6,186,362 | 10 | 19 | 21 | 0.0% |
| Q4 2025 | 76 | $36.1M | 5,645,310 | 10 | 28 | 18 | 0.0% |
| Q3 2025 | 80 | $29.0M | 4,096,688 | 19 | 16 | 25 | 0.0% |
| Q2 2025 | 71 | $19.5M | 3,018,442 | 6 | 21 | 19 | 1.3% |
| Q1 2025 | 76 | $26.1M | 3,284,509 | 9 | 23 | 18 | 1.2% |
| Q4 2024 | 74 | $28.3M | 3,326,701 | 5 | 29 | 17 | 0.0% |
| Q3 2024 | 73 | $24.0M | 2,942,926 | 6 | 20 | 17 | 0.5% |
| Q2 2024 | 76 | $23.3M | 2,993,110 | 5 | 20 | 18 | 1.8% |
| Q1 2024 | 76 | $27.6M | 3,764,201 | 10 | 27 | 14 | 1.4% |
| Q4 2023 | 77 | $26.8M | 3,753,130 | 10 | 27 | 13 | 0.7% |
| Q3 2023 | 72 | $26.0M | 3,447,168 | 11 | 19 | 13 | 1.1% |
| Q2 2023 | 69 | $31.5M | 3,830,051 | 7 | 16 | 15 | 0.4% |
| Q1 2023 | 70 | $28.6M | 3,729,825 | 6 | 22 | 18 | 0.2% |
| Q4 2022 | 67 | $34.9M | 4,082,900 | 9 | 22 | 14 | 0.1% |
| Q3 2022 | 75 | $29.8M | 4,088,463 | 7 | 25 | 16 | 0.6% |
| Q2 2022 | 79 | $37.9M | 4,188,890 | 16 | 19 | 19 | 0.0% |
| Q1 2022 | 67 | $44.4M | 4,093,585 | 9 | 16 | 23 | 0.5% |
| Q4 2021 | 68 | $49.6M | 4,328,693 | 6 | 19 | 17 | 2.1% |
| Q3 2021 | 66 | $44.8M | 4,257,595 | 7 | 18 | 23 | 1.2% |
| Q2 2021 | 67 | $47.0M | 4,322,388 | 5 | 21 | 18 | 1.4% |
| Q1 2021 | 70 | $44.9M | 4,372,310 | 8 | 18 | 17 | 2.2% |
| Q4 2020 | 69 | $37.1M | 4,558,837 | 8 | 17 | 27 | 1.2% |
| Q3 2020 | 65 | $29.5M | 4,182,841 | 10 | 21 | 21 | 0.9% |
| Q2 2020 | 63 | $28.8M | 4,122,578 | 10 | 24 | 16 | 0.7% |
| Q1 2020 | 69 | $27.9M | 3,918,400 | 10 | 21 | 20 | 0.4% |
| Q4 2019 | 75 | $51.2M | 4,712,090 | 17 | 23 | 17 | 0.0% |
| Q3 2019 | 69 | $51.4M | 4,850,374 | 14 | 22 | 15 | 0.5% |
| Q2 2019 | 66 | $55.7M | 4,775,616 | 11 | 21 | 15 | 1.2% |
| Q1 2019 | 64 | $57.2M | 4,660,233 | 11 | 20 | 21 | 1.0% |
| Q4 2018 | 66 | $49.4M | 5,109,176 | 0 | 2 | 0 | 0.5% |