Monroe Capital Corporation (MRCC) Institutional Ownership
Q1 2026 13F Data|Updated 2026-06-13
✨
Institutional ownership decreased this quarter (-7.54 pp), while top 10 holders maintain a highly concentrated 72.4% of value.
Institutional Ownership24.8%$27M total value · ▼ 7.54 pp vs prior quarter
Can exceed 100% due to securities lending, short interest, and reporting timing differences.
Smart Money Score34 / 100Bearish
Based on ownership concentration, fund quality, buying/selling activity, conviction signals, and institutional trend.
Institutions & Flow75 holders-2 net flow (+12 / -14)
AI Insights & Key Takeaways
- Negative Institutional Flow (-2)
- Susquehanna International Group, Llp maintains a significant position
- Top 10 holders control 72.4% of institutional value
- No Insider Signal
Top Institutional Holders of MRCC
Ranked by reported Q1 2026 13F market value
Top 10 Holders
72.4%
Top 25 Holders
88.1%
Share of total reported institutional value in MRCC held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | Almitas Capital LLC | 1.3M | $5.2M | +27.9% | 5.897% | 1.17% |
| 2 | MORGAN STANLEY | 1.0M | $4.7M | +1614.3% | 4.720% | 0.00% |
| 3 | Bulldog Investors, LLP | 967K | $4.4M | +1.3% | 4.462% | 1.00% |
| 4 | CAPROCK Group, Inc. | 461K | $2.1M | +2.7% | 2.129% | 0.05% |
| 5 | CAZ INVESTMENTS LP | 150K | $690K | — | 0.692% | 0.83% |
| 6 | Focus Partners Wealth | 131K | $603K | +0.3% | 0.605% | 0.00% |
| 7 | LaFleur & Godfrey LLC | 122K | $563K | 0.0% | 0.565% | 0.07% |
| 8 | Sunbelt Securities, Inc. | 110K | $505K | -19.1% | 0.507% | 0.03% |
| 9 | OPPENHEIMER & CO INC | 106K | $486K | +285.2% | 0.487% | 0.01% |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | 89K | $411K | -3.7% | 0.412% | 0.00% |
| 11 | BlackRock, Inc. | 88K | $406K | -45.7% | 0.407% | 0.00% |
| 12 | Fiera Capital Corp | 84K | $386K | 0.0% | 0.388% | 0.00% |
| 13 | Warren Averett Asset Management, LLC | 83K | $384K | +197.4% | 0.385% | 0.00% |
| 14 | UBS Group AG | 82K | $379K | +20.0% | 0.381% | 0.00% |
| 15 | SRS Capital Advisors, Inc. | 82K | $379K | 0.0% | 0.380% | 0.01% |
| 16 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 77K | $352K | +6.3% | 0.353% | 0.00% |
| 17 | LPL Financial LLC | 63K | $291K | +2.8% | 0.292% | 0.00% |
| 18 | Virtus Investment Advisers, Inc. | 63K | $288K | -8.4% | 0.289% | 0.08% |
| 19 | EARNED WEALTH ADVISORS, LLC | 24K | $237K | — | 0.112% | 0.02% |
| 20 | Ethos Financial Group, LLC | 35K | $220K | 0.0% | 0.160% | 0.02% |
| 21 | RAYMOND JAMES FINANCIAL INC | 43K | $199K | -15.3% | 0.199% | 0.00% |
| 22 | BANK OF NOVA SCOTIA | 42K | $194K | — | 0.194% | 0.00% |
| 23 | INDEPENDENT FINANCIAL GROUP, LLC | 24K | $190K | — | 0.113% | 0.00% |
| 24 | Koshinski Asset Management, Inc. | 40K | $186K | 0.0% | 0.186% | 0.01% |
| 25 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 39K | $178K | 0.0% | 0.180% | 0.01% |
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 MRCC — a direct measure of their conviction.
Quarterly Institutional Activity
Filings activity in MRCC during Q1 2026, grouped by how each filer changed its position.
MRCC Institutional Ownership by Quarter
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 | 75 | 2.6% | 24.75% | 7.54 pp | $27M | 23% |
| Q4 2025 | 77 | 7.2% | 32.29% | +6.78 pp | $36M | +27% |
| Q3 2025 | 83 | +9.2% | 25.51% | +8.04 pp | $28M | +46% |
| Q2 2025 | 76 | 5.0% | 17.47% | 5.82 pp | $19M | 25% |
| Q1 2025 | 80 | +0.0% | 23.29% | 1.19 pp | $26M | 4.9% |
| Q4 2024 | 80 | +1.3% | 24.48% | +3.00 pp | $27M | +14% |
| Q3 2024 | 79 | 2.5% | 21.48% | +0.82 pp | $24M | +4.0% |
| Q2 2024 | 81 | — | 20.66% | — | $23M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
MRCC — Frequently Asked Questions
Quick answers to the most common questions about buying MRCC stock.
What percentage of MRCC is owned by institutions?
Based on Q1 2026 13F filings, institutional ownership of Monroe Capital Corporation stands at 24.8%, held across 75 reporting institutions.
Who is the largest institutional holder of MRCC?
Almitas Capital LLC is the largest reported institutional holder of MRCC, with approximately 1,277,717 shares worth $0.01B as of Q1 2026.
Is MRCC a hedge fund favorite?
Yes — 1 widely-followed marquee investor appear among the top 25 institutional holders of MRCC, including SUSQUEHANNA INTERNATIONAL GROUP, LLP.
What is MRCC's Smart Money Score?
Our composite Smart Money Score for MRCC is 34 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
How many institutions bought MRCC this quarter?
12 institutions opened new positions in MRCC during Q1 2026, while 14 fully exited. 4 added to existing positions and 58 trimmed.
How is institutional ownership of MRCC changing?
MRCC institutional ownership fell by 7.54 percentage points quarter-over-quarter, with a net change of -2 holders.
How concentrated is MRCC ownership among the top holders?
The top 10 institutions account for 72.4% of all reported 13F value in MRCC, and the top 25 account for 88.1%.
Where does this MRCC institutional ownership data come from?
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.