MRCC — Monroe Cap Corp Institutional Holders · Q1 2026
Who owns Monroe Cap Corp (MRCC)? 88 institutions reported holding $28.36M in SEC 13F filings for Q1 2026 (period ended 2026-03-31). Largest holders: Almitas Capital LLC ($5.2M), Morgan Stanley ($4.7M), Bulldog Investors, LLP ($4.4M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Almitas Capital LLC | $5.2M | 1.3M | Added |
| 2 | MORGAN STANLEY | $4.7M | 1.0M | Added |
| 3 | Bulldog Investors, LLP | $4.4M | 966,788 | Added |
| 4 | Caprock Group, LLC | $2.1M | 461,360 | Added |
| 5 | QUADRANT CAPITAL GROUP LLC | $911,446 | 198,140 | Trimmed |
| 6 | CAZ INVESTMENTS LP | $690,000 | 150,000 | New |
| 7 | Focus Partners Wealth | $602,976 | 131,081 | Added |
| 8 | LaFleur & Godfrey LLC | $563,362 | 122,470 | Hold |
| 9 | Sunbelt Securities, Inc. | $505,456 | 109,882 | Trimmed |
| 10 | OPPENHEIMER & CO INC | $485,622 | 105,570 | Added |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | $410,840 | 89,314 | Trimmed |
| 12 | BlackRock, Inc. | $405,502 | 88,153 | Trimmed |
| 13 | Fiera Capital Corp | $386,418 | 84,004 | Hold |
| 14 | Waverly Advisors, LLC | $383,939 | 83,465 | Added |
| 15 | UBS Group AG | $379,279 | 82,452 | Added |
| 16 | Arax Advisory Partners | $379,096 | 82,412 | Hold |
| 17 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $352,235 | 76,573 | Added |
| 18 | LPL Financial LLC | $291,101 | 63,283 | Added |
| 19 | Virtus Investment Advisers, LLC | $288,089 | 62,628 | Trimmed |
| 20 | EARNED WEALTH ADVISORS, LLC | $236,690 | 24,152 | Added |
| 21 | Ethos Financial Group, LLC | $220,281 | 34,581 | Hold |
| 22 | RAYMOND JAMES FINANCIAL INC | $198,716 | 43,199 | Trimmed |
| 23 | BANK OF NOVA SCOTIA | $193,678 | 42,104 | New |
| 24 | Koshinski Asset Management, Inc. | $185,840 | 40,400 | Hold |
| 25 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $177,701 | 39,075 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31