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Monarch Casino & Resort Ownership | Who Owns Monarch Casino & Resort?

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Monarch Casino & Resort Ownership Summary

Monarch Casino & Resort is owned by 62.44% institutional investors, 31.28% insiders, and 6.28% retail investors. Blackrock is the largest institutional shareholder, holding 11.21% of MCRI shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 4.51% of its assets in Monarch Casino & Resort shares.

MCRI Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockMonarch Casino & Resort62.44%31.28%6.28%
SectorConsumer Cyclical Stocks 59.80%12.55%27.65%
IndustryGambling, Resorts & Casinos Stocks 59.41%18.61%21.98%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Blackrock2.16M11.21%$147.26M
Davenport1.26M6.83%$98.70M
Vanguard group1.01M5.24%$68.82M
Jpmorgan chase866.78K4.49%$59.05M
First trust advisors lp702.79K3.64%$47.88M
State street506.00K2.62%$34.47M
Janus henderson group385.17K2.00%$26.24M
Geode capital management314.99K1.63%$21.46M
American century companies313.68K1.63%$21.37M
Brown advisory294.71K1.53%$20.08M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Medina value partners54.57K1.86%$3.72M
Tributary capital management274.84K1.68%$21.68M
Advisory research106.67K1.37%$7.27M
Davenport1.26M0.56%$98.70M
Brasada capital management, lp14.70K0.18%$1.01M
Fidelity d & d bancorp3.00K0.15%$204.39K
Heritage family offices, llp2.99K0.12%$236.14K
Cambiar investors33.55K0.10%$2.65M
Nebula research & development9.35K0.10%$637.08K
Skyoak wealth3.65K0.06%$287.83K

Top Buyers

HolderShares% AssetsChange
First trust advisors lp702.79K0.05%158.09K
Wellington management group llp211.34K0.00%93.88K
Hrt financial lp68.73K0.03%68.73K
Millennium management85.87K0.00%67.83K
Medina value partners54.57K1.86%54.57K

Top Sellers

HolderShares% AssetsChange
Epoch investment partners38.31K0.01%-158.47K
Oberweis asset management inc/---86.20K
Blackrock2.16M0.00%-83.42K
Fmr132.70K0.00%-70.16K
Panagora asset management---54.78K

New Positions

HolderShares% AssetsChangeValue
Hrt financial lp68.73K0.03%68.73K$4.68M
Medina value partners54.57K1.86%54.57K$3.72M
Voloridge investment management34.26K0.01%34.26K$2.33M
Jane street group18.92K0.00%18.92K$1.29M
Sg americas securities11.03K0.00%11.03K$751.00K

Sold Out

HolderChange
Mendota financial group-1.00
Nelson, van denburg & campbell wealth management group-2.00
Bell investment advisors-8.00
Cornerstone planning group-13.00
Quest partners-19.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Sep 30, 202419510.17%11,491,630-2.16%621.59%943.30%7016.67%
Jun 30, 20241750.57%11,744,391-4.43%601.50%8914.10%60-7.69%
Mar 31, 2024174-3.87%12,289,1903.89%631.69%78-6.02%65-10.96%
Dec 31, 20231811.69%11,828,511-0.21%611.62%83-8.79%7321.67%
Sep 30, 2023178-1.11%11,853,7660.12%611.63%913.41%60-4.76%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
iShares Core S&P Small-Cap ETF828.92K4.51%426.00
Davenport Small Cap Focus790.24K4.30%-
JPMorgan Small Cap Equity A513.52K2.79%-
JPM Small Cap Equity-MA508.21K2.76%-5.31K
JPM US Small Cap Core-Composite508.21K2.76%-5.31K
Vanguard Total Stock Mkt Idx Inv409.41K2.23%-
Janus Henderson US Small Cap Growth362.66K1.97%-
Janus Henderson Venture D362.66K1.97%-
Avantis US Small Cap Value ETF341.48K1.86%148.00
iShares Russell 2000 ETF335.30K1.82%-1.30K

Recent Insider Transactions

DateNameRoleActivityValue
Oct 15, 2024FARAHI JOHN CEOSell$153.00K
Jan 03, 2025FARAHI JOHN CEOSell$77.70K
Nov 26, 2024SULLIVAN CRAIG F-Sell$190.50K
Jul 30, 2024Andrews Paul-Sell$61.26K
Jun 21, 2024FARAHI JOHN CEOSell$136.00K

Insider Transactions Trends

DateBuySell
2024 Q3-1
2024 Q2-2
2023 Q4-2
2023 Q3-4
2023 Q2-5

MCRI Ownership FAQ

Who Owns Monarch Casino & Resort?

Monarch Casino & Resort shareholders are primarily institutional investors at 62.44%, followed by 31.28% insiders and 6.28% retail investors. The average institutional ownership in Monarch Casino & Resort's industry, Gambling, Resorts & Casinos Stocks , is 59.41%, which Monarch Casino & Resort exceeds.

Who owns the most shares of Monarch Casino & Resort?

Monarch Casino & Resort’s largest shareholders are Blackrock (2.16M shares, 11.21%), Davenport (1.26M shares, 6.83%), and Vanguard group (1.01M shares, 5.24%). Together, they hold 23.27% of Monarch Casino & Resort’s total shares outstanding.

Does Blackrock own Monarch Casino & Resort?

Yes, BlackRock owns 11.21% of Monarch Casino & Resort, totaling 2.16M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 147.26M$. In the last quarter, BlackRock decreased its holdings by -83.419K shares, a -3.72% change.

Who is Monarch Casino & Resort’s biggest shareholder by percentage of total assets invested?

Medina value partners is Monarch Casino & Resort’s biggest shareholder by percentage of total assets invested, with 1.86% of its assets in 54.57K Monarch Casino & Resort shares, valued at 3.72M$.

Who is the top mutual fund holder of Monarch Casino & Resort shares?

iShares Core S&P Small-Cap ETF is the top mutual fund holder of Monarch Casino & Resort shares, with 4.51% of its total shares outstanding invested in 828.92K Monarch Casino & Resort shares.

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