MRCC Institutional Ownership & Shareholders
MONROE CAPITAL CORP (MRCC) is currently held by 2 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $2.18M based on the latest available SEC Form 13F filings for the quarter ended December 31, 2021.
Advisors Asset Management, Inc. is currently the largest disclosed institutional shareholder of MRCC tracked by InsiderSet, reporting ownership valued at approximately $1.68M in its December 31, 2021 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $758,936.76, representing an estimated loss of -54.72% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed MRCC value among the investors covered in this analysis. Major shareholders include Advisors Asset Management, Inc., Sunbelt Securities, Inc., 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
2
Total Reported Value
$2.18M
Largest Holder
Advisors Asset Management, Inc.
Largest Position
$1.68M
Insider Transactions (90d)
0
Latest Filing Quarter
Q4 2021
New Institutional Positions
89
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Advisors Asset Management, Inc. | 0.02% | 149,397 | $1,676,234 | $758,937 | -$917,297 | -54.72% | |
| Sunbelt Securities, Inc. | 0.03% | 109,882 | $505,456 | $558,201 | +$52,745 | +10.44% |
Frequently asked questions about MRCC
Who are the largest institutional holders of MRCC?
The largest institutional holders of MRCC reported in the latest SEC Form 13F filings include Advisors Asset Management, Inc. and Sunbelt Securities, Inc.. InsiderSet ranks institutional holders by their latest reported MRCC position.
What is MRCC institutional ownership?
This page tracks MRCC positions reported by institutional investment managers through SEC Form 13F. MONROE CAPITAL CORP (MRCC) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own MRCC?
InsiderSet currently tracks 2 institutional managers reporting MRCC holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of MRCC shareholders.
How much MRCC stock do institutions own?
Institutional investment managers disclosed approximately $2.18M in MRCC holdings for Q4 2021. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was MRCC institutional ownership last updated?
The latest MRCC institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended December 31, 2021. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional MRCC holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its MRCC position after the reporting date.
Are institutions buying or selling MRCC?
Institutional buying and selling can be analyzed by comparing MRCC positions across consecutive 13F reporting periods. InsiderSet's MRCC Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View MRCC ownership changes.
How has MRCC institutional ownership changed over time?
InsiderSet tracks MRCC institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.