Monroe Capital Ownership | Who Owns Monroe Capital?

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Monroe Capital Ownership Summary

Monroe Capital is owned by 14.80% institutional investors, 0.87% insiders, and 84.34% retail investors. Blair william & co/il is the largest institutional shareholder, holding 1.98% of MRCC shares. iShares Listed Private Eq ETF USD Dist is the top mutual fund, with 0.61% of its assets in Monroe Capital shares.

MRCC Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Monroe Capital	14.80%	0.87%	84.34%
Sector	Financial Services Stocks	51.64%	15.54%	32.82%
Industry	Asset Management Stocks	50.65%	9.51%	39.84%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blair william & co/il	428.19K	1.98%	$3.64M
Hightower advisors	208.08K	0.96%	$1.77M
Two sigma advisers, lp	181.70K	0.84%	$1.54M
Blackrock funding, inc. /de	138.00K	0.64%	$877.69K
Two sigma investments, lp	134.92K	0.62%	$1.15M
Commonwealth equity services	133.59K	0.62%	$1.14M
Magnolia capital advisors	131.13K	0.61%	$834.02K
Lafleur & godfrey	106.97K	0.49%	$680.33K
Bi asset management fondsmaeglerselskab	102.24K	0.47%	$650.00K
Fiera capital	84.00K	0.39%	$534.26K

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Mas advisors	28.33K	0.51%	$215.58K
Magnolia capital advisors	131.13K	0.21%	$834.02K
Virtus investment advisers	82.29K	0.18%	$523.38K
Chiron capital management	24.54K	0.14%	$156.06K
Family asset management	27.34K	0.13%	$208.06K
Spotlight asset group	20.50K	0.11%	$156.00K
Garden state investment advisory services	64.55K	0.10%	$410.62K
Lafleur & godfrey	106.97K	0.09%	$680.33K
Chapin davis	47.18K	0.08%	$300.07K
Schechter investment advisors	82.41K	0.05%	$700.50K

Top Buyers

Holder	Shares	% Assets	Change
Srs capital advisors	82.41K	0.02%	82.41K
Blackrock funding, inc. /de	138.00K	-	30.21K
Two sigma advisers, lp	181.70K	0.00%	21.90K
Chapin davis	47.18K	0.08%	20.00K
Oppenheimer	36.47K	0.00%	16.70K

Top Sellers

Holder	Shares	% Assets	Change
Schechter investment advisors	82.41K	0.05%	-82.17K
Clearstead advisors	-	-	-69.17K
Virtus etf advisers	-	-	-60.86K
Beacon pointe advisors	-	-	-59.41K
Hb wealth management	-	-	-58.41K

New Positions

Holder	Shares	% Assets	Change	Value
Srs capital advisors	82.41K	0.02%	82.41K	$524.14K
Forum financial management, lp	14.84K	0.00%	14.84K	$94.36K
Ameritas advisory services	606.00	0.00%	606.00	$3.85K

Sold Out

Holder	Change
Coppell advisory solutions	-20.00
Bnp paribas arbitrage, snc	-26.00
Mather group, llc.	-52.00
Tower research capital llc (trc)	-56.00
Qube research	-88.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Jun 30, 2024	85	1.19%	3,266,980	-14.73%	15	4.82%	33	-23.26%	22	29.41%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
iShares Listed Private Eq ETF USD Dist	132.84K	0.61%	-
BankInvest Børsnoterede Alt. Akk. W	102.24K	0.47%	2.84K
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	7.33K	0.03%	-90.00
BTG Pactual Global BDCS I	4.20K	0.02%	4.20K
Blackstone Alternative Multi-Strategy I	2.10K	0.01%	200.00
Sun Life CC&L Group Income & Growth Seg	1.86K	0.01%	1.86K

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 14.80%, followed by 0.87% insiders and 84.33% retail investors. The average institutional ownership in Monroe Capital's industry, Asset Management Stocks, is 50.65%, which Monroe Capital falls below.

Who owns the most shares of Monroe Capital?

Monroe Capital’s largest shareholders are Blair william & co/il (428.19K shares, 1.98%), Hightower advisors (208.08K shares, 0.96%), and Two sigma advisers, lp (181.7K shares, 0.84%). Together, they hold 3.78% 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?

Mas advisors is Monroe Capital’s biggest shareholder by percentage of total assets invested, with 0.51% of its assets in 28.33K Monroe Capital shares, valued at 215.58K$.

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 0.61% of its total shares outstanding invested in 132.84K Monroe Capital shares.

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