Monroe Capital Ownership | Who Owns Monroe Capital?

Overview Forecast RevenueFinancials Chart Transcripts

Monroe Capital Ownership Summary

Monroe Capital is owned by 6.81% institutional investors, 0.87% insiders, and 92.33% retail investors. Bulldog investors, llp is the largest institutional shareholder, holding 3.00% of MRCC shares. iShares Listed Private Eq ETF USD Dist is the top mutual fund, with 0.60% of its assets in Monroe Capital shares.

MRCC Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Monroe Capital	6.81%	0.87%	92.33%
Sector	Financial Services Stocks	36.95%	15.48%	47.58%
Industry	Asset Management Stocks	33.74%	8.99%	57.26%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Bulldog investors, llp	651.02K	3.00%	$4.57M
Caprock group	433.66K	2.00%	$3.24M
Blair william & co/il	364.80K	1.68%	$2.56M
Blackrock funding, inc. /de	153.30K	0.71%	$1.08M
Almitas capital	108.91K	0.50%	$764.51K
Lafleur & godfrey	106.97K	0.49%	$750.93K
Bi asset management fondsmaeglerselskab	102.24K	0.47%	$718.00K
Commonwealth equity services	94.51K	0.44%	$663.00K
Fiera capital	84.00K	0.39%	$589.71K
Srs capital advisors	82.41K	0.38%	$578.53K

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Bulldog investors, llp	651.02K	1.06%	$4.57M
Mas advisors	42.33K	0.47%	$297.17K
Almitas capital	108.91K	0.17%	$764.51K
Virtus investment advisers	77.49K	0.16%	$543.97K
Chiron capital management	24.55K	0.15%	$172.36K
Magnolia capital advisors	75.86K	0.14%	$532.52K
Family asset management	27.34K	0.13%	$208.06K
Spotlight asset group	20.50K	0.11%	$156.00K
Garden state investment advisory services	59.84K	0.09%	$420.09K
Lafleur & godfrey	106.97K	0.09%	$750.93K

Top Buyers

Holder	Shares	% Assets	Change
Bulldog investors, llp	651.02K	1.06%	651.02K
Caprock group	433.66K	0.08%	433.66K
Almitas capital	108.91K	0.17%	108.91K
Absolute investment advisers	72.40K	0.06%	72.40K
Quarry lp	58.98K	0.09%	58.98K

Top Sellers

Holder	Shares	% Assets	Change
Hightower advisors	-	-	-179.05K
Schechter investment advisors	82.41K	0.05%	-82.17K
Two sigma advisers, lp	42.00K	0.00%	-78.20K
Clearstead advisors	-	-	-69.17K
Virtus etf advisers	-	-	-60.86K

New Positions

Holder	Shares	% Assets	Change	Value
Bulldog investors, llp	651.02K	1.06%	651.02K	$4.57M
Caprock group	433.66K	0.08%	433.66K	$3.24M
Almitas capital	108.91K	0.17%	108.91K	$764.51K
Absolute investment advisers	72.40K	0.06%	72.40K	$508.23K
Quarry lp	58.98K	0.09%	58.98K	$414.06K

Sold Out

Holder	Change
Coppell advisory solutions	-20.00
Bnp paribas arbitrage, snc	-26.00
Promus capital	-40.00
Mather group, llc.	-52.00
Tower research capital llc (trc)	-56.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Dec 31, 2024	71	-10.13%	3,238,434	-10.69%	14	5.34%	37	-	17	-19.05%
Sep 30, 2024	79	-7.06%	3,626,147	10.99%	16	7.36%	37	12.12%	21	-4.55%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
iShares Listed Private Eq ETF USD Dist	130.76K	0.60%	-
Putnam BDC Income ETF	126.62K	0.58%	-
BankInvest Børsnoterede Alt. Akk. W	102.24K	0.47%	-
Virtus Private Credit ETF	82.29K	0.38%	-
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%	-
Mediobanca SICAV PE Strat C	10.33K	0.05%	-1.21K
FlexShares® Listed Priv Eq ETF USD Acc	7.34K	0.03%	-
BTG Pactual Global BDCS I	4.20K	0.02%	4.20K
Blackstone Alternative Multi-Strategy I	2.10K	0.01%	200.00

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
2022 Q2	1	-
2021 Q3	-	1
2020 Q4	-	1
2020 Q1	9	-
2019 Q1	4	-

MRCC Ownership FAQ

Who Owns Monroe Capital?

Monroe Capital shareholders are primarily institutional investors at 6.81%, followed by 0.87% insiders and 92.32% retail investors. The average institutional ownership in Monroe Capital's industry, Asset Management Stocks, is 33.74%, which Monroe Capital falls below.

Who owns the most shares of Monroe Capital?

Monroe Capital’s largest shareholders are Bulldog investors, llp (651.02K shares, 3.00%), Caprock group (433.66K shares, 2.00%), and Blair william & co/il (364.8K shares, 1.68%). Together, they hold 6.69% of Monroe Capital’s total shares outstanding.

Does Blackrock own Monroe Capital?

BlackRock is not among the top 10 institutional shareholders of Monroe Capital.

Who is Monroe Capital’s biggest shareholder by percentage of total assets invested?

Bulldog investors, llp is Monroe Capital’s biggest shareholder by percentage of total assets invested, with 1.06% of its assets in 651.02K Monroe Capital shares, valued at 4.57M$.

Who is the top mutual fund holder of Monroe Capital shares?

iShares Listed Private Eq ETF USD Dist is the top mutual fund holder of Monroe Capital shares, with 0.60% of its total shares outstanding invested in 130.76K Monroe Capital shares.

Try Tickergate Pro Free

Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)

Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis

Discover trending investment themes
Find your next best investment
Research stocks using tools