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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 61.14% institutional investors, 31.62% insiders, and 7.24% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 11.44% of MCRI shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 4.26% of its assets in Monarch Casino & Resort shares.

MCRI Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockMonarch Casino & Resort61.14%31.62%7.24%
SectorConsumer Cyclical Stocks 48.44%13.23%38.33%
IndustryGambling, Resorts & Casinos Stocks 45.12%18.57%36.31%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Blackrock funding, inc. /de2.11M11.44%$166.13M
Blackrock2.16M11.21%$147.26M
Davenport1.26M6.83%$98.70M
Vanguard group1.00M5.45%$79.19M
Jpmorgan chase918.73K4.99%$72.49M
State street506.00K2.62%$34.47M
American century companies404.07K2.20%$31.88M
Janus henderson group384.72K2.09%$30.35M
Geode capital management314.25K1.71%$24.80M
Tributary capital management274.84K1.49%$21.68M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Tributary capital management274.84K1.68%$21.68M
Quantedge capital pte20.09K0.58%$1.59M
Davenport1.26M0.56%$98.70M
Jackson creek investment advisors19.22K0.46%$1.52M
Advisory research25.45K0.33%$2.01M
Gallacher capital management6.32K0.25%$498.68K
Advisorshares investments12.06K0.18%$951.53K
Weiss asset management lp112.13K0.18%$8.85M
Fidelity d & d bancorp3.00K0.15%$204.39K
Atom investors lp15.45K0.15%$1.22M

Top Buyers

HolderShares% AssetsChange
Fuller & thaler asset management245.19K0.07%245.19K
Raymond james financial77.54K0.00%77.54K
Jpmorgan chase918.73K0.01%72.76K
Arrowstreet capital, limited partnership133.67K0.01%67.97K
Bank of america corp /de/59.55K0.00%52.48K

Top Sellers

HolderShares% AssetsChange
Medina value partners---153.34K
Invesco90.17K0.00%-93.66K
Oberweis asset management inc/---86.20K
Blackrock2.16M0.00%-83.42K
Balyasny asset management12.74K0.00%-60.35K

New Positions

HolderShares% AssetsChangeValue
Fuller & thaler asset management245.19K0.07%245.19K$19.35M
Raymond james financial77.54K0.00%77.54K$6.12M
Norges bank46.30K0.00%46.30K$3.65M
Acadian asset management44.08K0.01%44.08K$3.48M
Jupiter asset management26.32K0.02%26.32K$2.08M

Sold Out

HolderChange
Mendota financial group-1.00
Nelson, van denburg & campbell wealth management group-2.00
Jones financial companies lllp-4.00
Bell investment advisors-8.00
Cornerstone planning group-13.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Dec 31, 20241991.53%11,251,387-2.12%611.57%10814.89%63-10.00%
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%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
iShares Core S&P Small-Cap ETF786.53K4.26%536.00
Davenport Small Cap Focus754.19K4.09%-36.06K
JPMorgan Small Cap Equity A441.49K2.39%-44.97K
JPM Small Cap Equity-MA432.24K2.34%-75.98K
JPM US Small Cap Core-Composite432.24K2.34%-75.98K
Vanguard US Total Market Shares ETF415.20K2.25%-
Vanguard Total Stock Mkt Idx Inv409.41K2.22%-
Avantis US Small Cap Value ETF373.09K2.02%460.00
Janus Henderson US Small Cap Growth361.94K1.97%-716.00
Janus Henderson US Small Cap Growth MA361.94K1.97%361.94K

Recent Insider Transactions

DateNameRoleActivityValue
Dec 03, 2024Koenig Edwin S. CAOSell$148.70K
Jan 03, 2025FARAHI JOHN CEOSell$77.70K
Oct 15, 2024FARAHI JOHN CEOSell$153.00K
Nov 26, 2024SULLIVAN CRAIG F-Sell$190.50K
Jul 30, 2024Andrews Paul-Sell$61.26K

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 61.14%, followed by 31.62% insiders and 7.24% retail investors. The average institutional ownership in Monarch Casino & Resort's industry, Gambling, Resorts & Casinos Stocks , is 45.12%, which Monarch Casino & Resort exceeds.

Who owns the most shares of Monarch Casino & Resort?

Monarch Casino & Resort’s largest shareholders are Blackrock funding, inc. /de (2.11M shares, 11.44%), Blackrock (2.16M shares, 11.21%), and Davenport (1.26M shares, 6.83%). Together, they hold 29.48% 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?

Tributary capital management is Monarch Casino & Resort’s biggest shareholder by percentage of total assets invested, with 1.68% of its assets in 274.84K Monarch Casino & Resort shares, valued at 21.68M$.

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 4.26% of its total shares outstanding invested in 786.54K Monarch Casino & Resort shares.

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