Monroe Capital Ownership | Who Owns Monroe Capital?

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Monroe Capital Ownership Summary

Monroe Capital is owned by 5.13% institutional investors, 4.06% insiders, and 90.81% retail investors. Bulldog investors, llp is the largest institutional shareholder, holding 3.00% 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	5.13%	4.06%	90.81%
Sector	Financial Services Stocks	32.19%	15.44%	52.37%
Industry	Asset Management Stocks	46.20%	8.54%	45.25%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Bulldog investors, llp	651.02K	3.00%	$4.57M
Caprock group	449.04K	2.07%	$2.86M
Blair william & co/il	364.80K	1.68%	$2.56M
Blackrock funding, inc. /de	162.42K	0.75%	$1.03M
Lafleur & godfrey	122.47K	0.57%	$780.13K
Almitas capital	108.91K	0.50%	$764.51K
Commonwealth equity services	92.78K	0.43%	$590.99K
Fiera capital	84.00K	0.39%	$535.11K
Schechter investment advisors	82.41K	0.38%	$700.50K
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
Lafleur & godfrey	122.47K	0.09%	$780.13K
Garden state investment advisory services	59.84K	0.09%	$420.09K

Top Buyers

Holder	Shares	% Assets	Change
Bulldog investors, llp	651.02K	1.06%	651.02K
Almitas capital	108.91K	0.17%	108.91K
Jane street group	68.41K	0.00%	68.41K
Quarry lp	58.98K	0.09%	58.98K
Yakira capital management	28.60K	0.07%	28.60K

Top Sellers

Holder	Shares	% Assets	Change
Schechter investment advisors	82.41K	0.05%	-82.17K
Two sigma advisers, lp	42.00K	0.00%	-78.20K
Clearstead advisors	-	-	-69.17K
Bi asset management fondsmaeglerselskab	37.27K	0.00%	-64.97K
Virtus etf advisers	-	-	-60.86K

New Positions

Holder	Shares	% Assets	Change	Value
Bulldog investors, llp	651.02K	1.06%	651.02K	$4.57M
Almitas capital	108.91K	0.17%	108.91K	$764.51K
Jane street group	68.41K	0.00%	68.41K	$435.76K
Quarry lp	58.98K	0.09%	58.98K	$414.06K
Yakira capital management	28.60K	0.07%	28.60K	$200.76K

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 %
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%
Dec 31, 2024	71	-10.13%	3,238,434	-10.69%	14	5.34%	37	-	17	-19.05%

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%	-
iShares Listed Private Eq ETF USD Dist	119.74K	0.55%	49.99K
BankInvest Børsnoterede Alt. Akk. W	93.51K	0.43%	-8.72K
AZ Fd1 AZ Alt Glb Mcr Opp B-AZ C	70.00K	0.32%	-5.00K
Virtus Private Credit ETF	69.79K	0.32%	-
Purpose Specialty Lending Trust Series F	65.00K	0.30%	-
Mediobanca SICAV PE Strat C	10.33K	0.05%	-19.67K
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 Q1	-	-
2024 Q1	-	-
2022 Q2	3	-
2021 Q3	-	1
2020 Q4	-	1

MRCC Ownership FAQ

Who Owns Monroe Capital?

Monroe Capital shareholders are primarily institutional investors at 5.13%, followed by 4.06% insiders and 90.81% retail investors. The average institutional ownership in Monroe Capital's industry, Asset Management Stocks, is 46.20%, 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 (449.04K shares, 2.07%), and Blair william & co/il (364.8K shares, 1.68%). Together, they hold 6.76% 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?

Special Opportunities Fund is the top mutual fund holder of Monroe Capital shares, with 1.52% of its total shares outstanding invested in 330.29K Monroe Capital shares.

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