MONROE CAPITAL CORP (MRCC) Top Institutional Shareholders

MONROE CAPITAL CORP (MRCC) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $28.45M in MRCC holdings during the latest filing period.

Almitas Capital Llc is currently the largest disclosed institutional shareholder of MRCC tracked by InsiderSet, reporting ownership valued at approximately $5.18M in its March 31, 2026 SEC Form 13F filing.

The top 10 institutional shareholders tracked on this page collectively account for approximately 73% of the total disclosed MRCC value among the investors covered in this analysis. Major shareholders include Almitas Capital Llc, Morgan Stanley, Bulldog Investors, Llp, and several other long-term asset managers with concentrated positions in MONROE CAPITAL CORP (MRCC).

This page ranks the largest institutional MRCC shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.

Institutional Holders

75

Total Reported Value

$28.45M

Largest Holder

Almitas Capital Llc

Largest Position

$5.18M

Insider Transactions (90d)

0

Latest Filing Quarter

Q1 2026

New Institutional Positions

88

Funds Exiting Positions

0

Page 1 of 2
NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Almitas Capital Llc1.17%1,277,717$5,183,315
Morgan Stanley0.00%1,022,578$4,703,860
Bulldog Investors, Llp1.00%966,788$4,447,225
Caprock Group, Llc0.05%461,360$2,122,256
Independent Financial Group, Llc0.02%164,847$1,403,906
Caz Investments Lp0.83%150,000$690,000
Focus Partners Wealth0.00%131,081$602,976
Lafleur & Godfrey Llc0.07%122,470$563,362
Sunbelt Securities, Inc.0.03%109,882$505,456
Oppenheimer & Co Inc0.01%105,570$485,622
Commonwealth Equity Services, Llc0.00%89,314$410,840
Blackrock, Inc.0.00%88,153$405,502
Fiera Capital Corp0.00%84,004$386,418
Waverly Advisors, Llc0.00%83,465$383,939
Ubs Group Ag0.00%82,452$379,279
Arax Advisory Partners0.01%82,412$379,096
Susquehanna International Group, Llp0.00%76,573$352,235
Lpl Financial Llc0.00%63,283$291,101
Virtus Investment Advisers, Llc0.08%62,628$288,089
Earned Wealth Advisors, Llc0.02%24,152$236,690
Ethos Financial Group, Llc0.02%34,581$220,281
Raymond James Financial Inc0.00%43,199$198,716
Bank Of Nova Scotia0.00%42,104$193,678
Koshinski Asset Management, Inc.0.01%40,400$185,840
International Assets Investment Management, Llc0.01%39,075$177,701
Magnolia Capital Advisors Llc0.03%37,946$174,552
Cerity Partners Llc0.00%35,629$163,892
Baird Financial Group, Inc.0.00%33,969$156,257
D.A. Davidson & Co.0.00%31,585$145,292
Freestone Capital Holdings, Llc0.00%30,885$142,070
Forum Financial Management, Lp0.00%26,336$121,146
Equitable Holdings, Inc.0.00%17,717$112,857
Rockefeller Capital Management L.P.0.00%24,475$112,587
Corient Private Wealth Llc0.00%24,377$112,134
Royal Bank Of Canada0.00%22,744$105,000
Rothschild Investment Llc0.01%22,324$102,691
Fiduciary Group, Llc0.01%22,000$101,200
Garden State Investment Advisory Services Llc0.02%21,199$97,528
Jane Street Group, Llc0.00%20,803$95,694
Captrust Financial Advisors0.00%20,468$94,153
Osaic Holdings, Inc.0.00%19,859$91,356
Two Sigma Investments, Lp0.00%17,892$82,303
Sequoia Financial Advisors0.00%17,000$78,200
Calton & Associates, Inc.0.01%16,539$76,078
Southeast Asset Advisors, Llc0.01%16,000$73,600
Cresset Asset Management, Llc0.00%15,167$69,766
Yakira Capital Management, Inc.0.02%14,938$68,715
Creative Financial Designs Inc0.00%14,230$65,458
Private Advisor Group, Llc0.00%14,215$65,390
Chapin Davis, Inc.0.01%13,500$62,100

Frequently asked questions about MRCC

  • Who owns the most MRCC stock?

    The largest holders of MRCC are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for MONROE CAPITAL CORP (MRCC).

  • Is MRCC widely held by superinvestors?

    Many widely followed stocks like MRCC appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly MRCC is represented among the institutional managers we track.

  • What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?

    Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.