Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in MCRI held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 2.0M | $188.3M | +1.1% | 11.012% | 0.00% |
| 2 | DAVENPORT & Co LLC | 841K | $79.7M | -10.4% | 4.703% | 0.44% |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 552K | $52.8M | — | 3.085% | 0.00% |
| 4 | AMERICAN CENTURY COMPANIES INC | 510K | $48.8M | +2.8% | 2.854% | 0.03% |
| 5 | STATE STREET CORP | 485K | $46.4M | +1.9% | 2.711% | 0.00% |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 409K | $39.1M | +2.9% | 2.284% | 0.00% |
| 7 | VANGUARD PORTFOLIO MANAGEMENT LLC | 378K | $36.2M | — | 2.115% | 0.00% |
| 8 | FULLER & THALER ASSET MANAGEMENT, INC. | 294K | $28.1M | -0.1% | 1.644% | 0.09% |
| 9 | ALLIANCEBERNSTEIN L.P. | 274K | $26.2M | +1671.0% | 1.532% | 0.01% |
| 10 | MORGAN STANLEY | 224K | $21.4M | -7.8% | 1.253% | 0.00% |
| 11 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 203K | $19.4M | -3.0% | 1.134% | 0.01% |
| 12 | FMR LLC | 185K | $17.7M | -2.3% | 1.035% | 0.00% |
| 13 | DIMENSIONAL FUND ADVISORS LP | 169K | $16.1M | -1.5% | 0.943% | 0.00% |
| 14 | AQR CAPITAL MANAGEMENT LLC | 166K | $15.9M | +105.2% | 0.930% | 0.01% |
| 15 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 161K | $15.4M | +3.1% | 0.903% | 0.00% |
| 16 | Tributary Capital Management, LLC | 156K | $14.9M | -13.8% | 0.873% | 1.45% |
| 17 | WELLINGTON MANAGEMENT GROUP LLP | 153K | $14.6M | -4.2% | 0.856% | 0.00% |
| 18 | Qube Research & Technologies Ltd | 147K | $14.0M | -14.7% | 0.820% | 0.02% |
| 19 | RENAISSANCE TECHNOLOGIES LLC | 135K | $12.9M | -14.4% | 0.752% | 0.02% |
| 20 | Bank of New York Mellon Corp | 128K | $12.3M | -1.6% | 0.718% | 0.00% |
| 21 | NORTHERN TRUST CORP | 125K | $12.0M | +1.4% | 0.701% | 0.00% |
| 22 | Nuveen, LLC | 100K | $9.6M | -0.1% | 0.559% | 0.00% |
| 23 | GOLDMAN SACHS GROUP INC | 93K | $8.9M | +7.1% | 0.521% | 0.00% |
| 24 | VANGUARD FIDUCIARY TRUST CO | 85K | $8.1M | — | 0.476% | 0.00% |
| 25 | CITADEL ADVISORS LLC | 84K | $8.1M | -23.9% | 0.471% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in MCRI — a direct measure of their conviction.
Filings activity in MCRI during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 235 | +5.9% | 42.70% | 2.73 pp | $985M | 6.0% |
| Q4 2025 | 222 | 4.7% | 45.43% | 7.35 pp | $1.05B | 14% |
| Q3 2025 | 233 | +10% | 52.78% | +9.64 pp | $1.22B | +22% |
| Q2 2025 | 211 | 0.9% | 43.14% | +3.93 pp | $995M | +10% |
| Q1 2025 | 213 | +2.4% | 39.21% | 0.06 pp | $905M | 0.2% |
| Q4 2024 | 208 | +8.3% | 39.27% | +1.20 pp | $906M | +3.1% |
| Q3 2024 | 192 | +11% | 38.07% | +4.86 pp | $879M | +15% |
| Q2 2024 | 173 | — | 33.21% | — | $766M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying MCRI stock.
Based on Q1 2026 13F filings, institutional ownership of Monarch Casino & Resort, Inc. stands at 42.7%, held across 235 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of MCRI, with approximately 1,969,645 shares worth $0.19B as of Q1 2026.
Yes — 2 widely-followed marquee investors appear among the top 25 institutional holders of MCRI, including RENAISSANCE TECHNOLOGIES LLC, CITADEL ADVISORS LLC.
Our composite Smart Money Score for MCRI is 48 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
42 institutions opened new positions in MCRI during Q1 2026, while 29 fully exited. 89 added to existing positions and 103 trimmed.
MCRI institutional ownership fell by 2.73 percentage points quarter-over-quarter, with a net change of +13 holders.
The top 10 institutions account for 57.5% of all reported 13F value in MCRI, and the top 25 account for 77.8%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Monarch Casino & Resort, Inc. (MCRI) Institutional Ownership