Monroe Capital Ownership | Who Owns Monroe Capital?

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Monroe Capital Ownership Summary

Monroe Capital is owned by 14.95% institutional investors, 4.08% insiders, and 80.98% 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 0.45% of its assets in Monroe Capital shares.

MRCC Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Monroe Capital	14.95%	4.08%	80.98%
Sector	Financial Services Stocks	40.29%	14.61%	45.11%
Industry	Asset Management Stocks	33.12%	8.74%	58.14%

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
Two sigma investments, lp	134.92K	0.62%	$1.15M
Commonwealth equity services	133.59K	0.62%	$1.14M
Kovitz investment group partners	131.79K	0.61%	$1.12M
Connor, clark & lunn investment management	112.36K	0.52%	$955.03K
Magnolia capital advisors	102.56K	0.47%	$871.72M
Blackrock funding, inc. /de	101.95K	0.47%	$866.55K
Bi asset management fondsmaeglerselskab	99.40K	0.46%	$845.00K

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Mas advisors	28.33K	0.51%	$215.58K
Magnolia capital advisors	102.56K	0.44%	$871.72M
Chiron capital management	26.85K	0.22%	$228.22K
Virtus etf advisers	60.86K	0.21%	$517.33K
Family asset management	27.34K	0.13%	$208.06K
Spotlight asset group	20.50K	0.11%	$156.00K
Garden state investment advisory services	36.28K	0.09%	$308.42K
Lafleur & godfrey	64.81K	0.08%	$550.88K
Chapin davis	26.00K	0.07%	$210.08K
Schechter investment advisors	82.41K	0.05%	$700.50K

Top Buyers

Holder	Shares	% Assets	Change
Raymond james financial	83.80K	0.00%	83.80K
Marshall wace, llp	51.71K	0.00%	51.71K
Lafleur & godfrey	64.81K	0.08%	43.01K
Colony group	37.94K	0.00%	37.94K
Blackrock funding, inc. /de	101.95K	-	24.43K

Top Sellers

Holder	Shares	% Assets	Change
International assets investment management	34.30K	0.02%	-186.30K
Schechter investment advisors	82.41K	0.05%	-82.17K
Kovitz investment group partners	131.79K	0.00%	-55.60K
Quadrature capital	-	-	-45.40K
Hightower advisors	208.08K	0.00%	-29.17K

New Positions

Holder	Shares	% Assets	Change	Value
Raymond james financial	83.80K	0.00%	83.80K	$712.27K
Marshall wace, llp	51.71K	0.00%	51.71K	$439.55K
Colony group	37.94K	0.00%	37.94K	$322.46K
New wave wealth advisors	264.00	0.00%	264.00	$2.24K
Kohmann bosshard financial services	261.00	0.00%	261.00	$2.22K

Sold Out

Holder	Change
Mather group, llc.	-52.00
Tower research capital llc (trc)	-56.00
Qube research	-88.00
Harbour investments	-300.00
Ancora advisors	-400.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Mar 31, 2024	84	1.20%	3,831,512	2.04%	17	5.89%	43	2.38%	17	6.25%
Dec 31, 2023	83	-	3,754,925	6.25%	17	6.51%	42	16.67%	16	-11.11%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
iShares Listed Private Eq ETF USD Dist	98.27K	0.45%	-
BankInvest Børsnoterede Alt. Akk. W	97.22K	0.45%	25.36K
Virtus Private Credit ETF	75.60K	0.35%	-
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	11.55K	0.05%	-
FlexShares® Listed Priv Eq ETF USD Acc	6.34K	0.03%	-
Blackstone Alternative Multi-Strategy I	1.90K	0.01%	-
Sun Life CC&L Group Income & Growth Seg	1.86K	0.01%	1.86K
O'Shaughnessy Micro Cap	1.68K	0.01%	-

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 14.95%, followed by 4.08% insiders and 80.97% retail investors. The average institutional ownership in Monroe Capital's industry, Asset Management Stocks, is 33.12%, 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 0.45% of its total shares outstanding invested in 98.27K Monroe Capital shares.

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