Monroe Capital Ownership | Who Owns Monroe Capital?
Monroe Capital Ownership Summary
Monroe Capital is owned by 11.64% institutional investors, 4.06% insiders, and 84.31% retail investors. Almitas capital is the largest institutional shareholder, holding 5.90% of MRCC shares. Special Opportunities Fund is the top mutual fund, with 1.52% of its assets in Monroe Capital shares.
MRCC Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Monroe Capital | 11.64% | 4.06% | 84.31% |
| Sector | Financial Services Stocks | 37.05% | 15.59% | 47.36% |
| Industry | Asset Management Stocks | 49.15% | 11.31% | 39.54% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Almitas capital | 1.28M | 5.90% | $5.18M |
| Morgan stanley | 1.02M | 4.72% | $4.70M |
| Bulldog investors, llp | 966.79K | 4.46% | $4.45M |
| Caprock group | 461.36K | 2.13% | $2.12M |
| Quadrant capital group | 198.14K | 0.91% | $48.97M |
| Caz investments lp | 150.00K | 0.69% | $690.00K |
| Colony group | 131.08K | 0.60% | $602.98K |
| Lafleur & godfrey | 122.47K | 0.57% | $563.36K |
| Oppenheimer | 105.57K | 0.49% | $485.62K |
| Commonwealth equity services | 89.31K | 0.41% | $410.84K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Almitas capital | 1.28M | 1.17% | $5.18M |
| Bulldog investors, llp | 966.79K | 1.00% | $4.45M |
| Caz investments lp | 150.00K | 0.81% | $690.00K |
| Mas advisors | 42.33K | 0.47% | $297.17K |
| Chiron capital management | 24.55K | 0.15% | $172.36K |
| Family asset management | 27.34K | 0.13% | $208.06K |
| Spotlight asset group | 20.50K | 0.11% | $156.00K |
| Virtus investment advisers | 62.63K | 0.08% | $288.09K |
| Lafleur & godfrey | 122.47K | 0.07% | $563.36K |
| Schechter investment advisors | 82.41K | 0.05% | $700.50K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Morgan stanley | 1.02M | 0.00% | 962.93K |
| Almitas capital | 1.28M | 1.17% | 278.67K |
| Caz investments lp | 150.00K | 0.81% | 150.00K |
| Oppenheimer | 105.57K | 0.01% | 78.16K |
| Waverly advisors | 83.47K | 0.00% | 55.40K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blair william & co/il | - | - | -309.75K |
| Citadel advisors | - | - | -170.27K |
| Yakira capital management | 14.94K | 0.02% | -114.87K |
| Schechter investment advisors | 82.41K | 0.05% | -82.17K |
| Two sigma advisers, lp | 42.00K | 0.00% | -78.20K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Caz investments lp | 150.00K | 0.81% | 150.00K | $690.00K |
| Bank of nova scotia | 42.10K | 0.00% | 42.10K | $193.68K |
| Captrust financial advisors | 20.47K | 0.00% | 20.47K | $94.15K |
| Calton & associates | 16.54K | 0.01% | 16.54K | $76.08K |
| Independent financial group | 15.87K | 0.00% | 15.87K | $73.00K |
Sold Out
| Holder | Change |
|---|---|
| Citigroup | -1.00 |
| Coppell advisory solutions | -20.00 |
| Bnp paribas arbitrage, snc | -26.00 |
| Promus capital | -40.00 |
| Mather group, llc. | -52.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2026 | 35 | -55.13% | 2,520,879 | -55.47% | 11 | 1.70% | 16 | -61.90% | 5 | -77.27% |
| Dec 31, 2025 | 29 | -64.63% | 1,111,568 | -73.59% | 5 | 1.36% | 18 | -53.85% | 5 | -80.77% |
| Sep 30, 2025 | 34 | -55.84% | 1,474,602 | -54.14% | 6 | 3.09% | 14 | -56.25% | 10 | -54.55% |
| Jun 30, 2025 | 76 | -5.00% | 3,205,660 | -8.93% | 14 | 5.61% | 30 | -23.08% | 23 | 15.00% |
| Mar 31, 2025 | 80 | 1.27% | 3,519,809 | 1.23% | 16 | 6.31% | 38 | -7.32% | 21 | 10.53% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Special Opportunities Fund | 330.29K | 1.52% | 330.29K |
| High Income Securities | 325.58K | 1.50% | 325.58K |
| Putnam BDC Income ETF | 126.62K | 0.58% | - |
| BankInvest Børsnoterede Alt. Akk. W | 102.24K | 0.47% | - |
| iShares Listed Private Eq ETF USD Dist | 85.15K | 0.39% | - |
| AZ Fd1 AZ Alt Glb Mcr Opp B-AZ C | 70.00K | 0.32% | -5.00K |
| Purpose Specialty Lending Trust Series F | 65.00K | 0.30% | - |
| Virtus Private Credit ETF | 62.63K | 0.29% | - |
| Mediobanca SICAV PE Strat C | 10.33K | 0.05% | - |
| FlexShares® Listed Priv Eq ETF USD Acc | 8.80K | 0.04% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Jun 27, 2022 | ALLISON THOMAS J. | Buy | $24.80K | |
| Jun 27, 2022 | ALLISON THOMAS J. | - | Buy | $4.38K |
| Jun 28, 2022 | ALLISON THOMAS J. | - | Buy | $15.58K |
| Aug 18, 2021 | Steele Jeffrey D. | - | Sell | $82.61K |
| Dec 07, 2020 | Steele Jeffrey D. | - | Sell | $87.13K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q2 | - | - |
| 2026 Q1 | - | - |
| 2024 Q1 | - | - |
| 2022 Q2 | 3 | - |
| 2021 Q3 | - | 1 |
MRCC Ownership FAQ
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