Ranked by reported Q2 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. | 2.1M | $270.7M | +4.4% | 11.587% | 0.00% |
| 2 | AMERICAN CENTURY COMPANIES INC | 558K | $73.5M | +9.4% | 3.146% | 0.03% |
| 3 | DAVENPORT & Co LLC | 523K | $69.1M | -37.9% | 2.945% | 0.34% |
| 4 | STATE STREET CORP | 518K | $68.1M | +6.8% | 2.916% | 0.00% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 517K | $68.0M | -6.3% | 2.913% | 0.00% |
| 6 | JPMORGAN CHASE & CO | 442K | $58.9M | -12.6% | 2.489% | 0.00% |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 426K | $56.1M | +4.4% | 2.402% | 0.00% |
| 8 | VANGUARD PORTFOLIO MANAGEMENT LLC | 414K | $54.5M | +9.4% | 2.333% | 0.00% |
| 9 | FULLER & THALER ASSET MANAGEMENT, INC. | 340K | $44.8M | +15.8% | 1.917% | 0.12% |
| 10 | FIRST TRUST ADVISORS LP | 250K | $32.8M | +384.0% | 1.406% | 0.02% |
| 11 | MORGAN STANLEY | 204K | $26.9M | -8.9% | 1.150% | 0.00% |
| 12 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 200K | $26.4M | -1.2% | 1.129% | 0.01% |
| 13 | ALLIANCEBERNSTEIN L.P. | 269K | $25.7M | -1.9% | 1.514% | 0.01% |
| 14 | WELLINGTON MANAGEMENT GROUP LLP | 189K | $24.8M | +23.2% | 1.063% | 0.00% |
| 15 | AQR CAPITAL MANAGEMENT LLC | 172K | $22.7M | +3.6% | 0.971% | 0.01% |
| 16 | DIMENSIONAL FUND ADVISORS LP | 168K | $22.1M | -0.5% | 0.946% | 0.00% |
| 17 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 155K | $20.4M | -3.9% | 0.874% | 0.00% |
| 18 | GOLDMAN SACHS GROUP INC | 149K | $19.6M | +59.3% | 0.837% | 0.00% |
| 19 | Clark Capital Management Group, Inc. | 136K | $17.9M | +73.4% | 0.767% | 0.10% |
| 20 | NORTHERN TRUST CORP | 130K | $17.1M | +3.7% | 0.733% | 0.00% |
| 21 | FMR LLC | 129K | $17.0M | -30.3% | 0.727% | 0.00% |
| 22 | Bank of New York Mellon Corp | 127K | $16.8M | -0.7% | 0.718% | 0.00% |
| 23 | Invesco Ltd. | 126K | $16.6M | +134.2% | 0.709% | 0.00% |
| 24 | Nuveen, LLC | 124K | $16.3M | +23.9% | 0.698% | 0.00% |
| 25 | Tributary Capital Management, LLC | 123K | $16.2M | -21.1% | 0.694% | 1.33% |
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 Q2 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 |
|---|---|---|---|---|---|---|
| Q2 2026 | 260 | +8.8% | 66.10% | +2.72 pp | $1.47B | +40% |
| Q1 2026 | 239 | +7.2% | 63.38% | +0.33 pp | $1.05B | 0.2% |
| Q4 2025 | 223 | 4.3% | 63.05% | 1.68 pp | $1.05B | 14% |
| Q3 2025 | 233 | +10% | 64.73% | +0.20 pp | $1.22B | +22% |
| Q2 2025 | 211 | 0.9% | 64.53% | +0.10 pp | $995M | +10% |
| Q1 2025 | 213 | +2.4% | 64.43% | +0.35 pp | $905M | 0.2% |
| Q4 2024 | 208 | +8.3% | 64.08% | +2.25 pp | $906M | +3.1% |
| Q3 2024 | 192 | — | 61.83% | — | $879M | — |
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 Q2 2026 13F filings, institutional ownership of Monarch Casino & Resort, Inc. stands at 66.1%, held across 260 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of MCRI, with approximately 2,056,674 shares worth $0.27B as of Q2 2026.
No marquee "smart money" managers (Berkshire, Burry, ARK, Tiger Global, Pershing Square, Baupost, etc.) currently appear among the top 25 institutional holders of MCRI.
Our composite Smart Money Score for MCRI is 51 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
44 institutions opened new positions in MCRI during Q2 2026, while 26 fully exited. 180 added to existing positions and 27 trimmed.
MCRI institutional ownership rose by 2.72 percentage points quarter-over-quarter, with a net change of +21 holders.
The top 10 institutions account for 54.2% of all reported 13F value in MCRI, and the top 25 account for 75.1%.
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