Monroe Capital Corp Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BULLDOG INVESTORS, LLP | 02/13/2026 | 954.82 K | $6.08 M | 46.66% | 4.41% |
| CAPROCK GROUP, LLC | 01/28/2026 | 449.04 K | $2.86 M | 3.55% | 2.07% |
| BLAIR WILLIAM & CO/IL | 02/17/2026 | 309.75 K | $1.97 B | -15.09% | 1.43% |
| QUADRANT CAPITAL GROUP LLC | 02/13/2026 | 206.58 K | $1.32 M | 2,345.07% | 0.95% |
| CITADEL ADVISORS LLC | 02/17/2026 | 170.27 K | $1.08 B | 256.61% | 0.79% |
| BLACKROCK, INC. | 02/12/2026 | 162.42 K | $1.03 B | 5.95% | 0.75% |
| COLONY GROUP, LLC | 02/13/2026 | 130.63 K | $832.15 K | 309.70% | 0.60% |
| YAKIRA CAPITAL MANAGEMENT, INC. | 02/13/2026 | 129.81 K | $826.88 K | 353.89% | 0.60% |
| LAFLEUR & GODFREY LLC | 02/03/2026 | 122.47 K | $780.13 K | 14.49% | 0.57% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 92.78 K | $590.99 K | -1.84% | 0.43% |
| FIERA CAPITAL CORP | 02/11/2026 | 84.00 K | $535.11 K | 0.00% | 0.39% |
| SRS CAPITAL ADVISORS, INC. | 02/13/2026 | 82.41 K | $524.97 K | 0.00% | 0.38% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 72.04 K | $458.87 M | -22.60% | 0.33% |
| UBS GROUP AG | 01/29/2026 | 68.72 K | $437.77 M | 17.53% | 0.32% |
| JANE STREET GROUP, LLC | 02/12/2026 | 68.41 K | $435.77 M | 100.00% | 0.32% |
| VIRTUS INVESTMENT ADVISERS, INC. | 02/17/2026 | 68.34 K | $435.33 K | -11.81% | 0.32% |
| ABSOLUTE INVESTMENT ADVISERS, LLC | 01/28/2026 | 67.32 K | $418.06 K | -7.01% | 0.31% |
| MAGNOLIA CAPITAL ADVISORS LLC | 02/13/2026 | 64.87 K | $413.19 K | -14.49% | 0.30% |
| LPL FINANCIAL LLC | 02/11/2026 | 61.57 K | $392.22 K | 4.26% | 0.28% |
| MORGAN STANLEY | 02/13/2026 | 59.65 K | $379.96 M | 2.48% | 0.28% |
| QUARRY LP | 02/13/2026 | 58.98 K | $375.72 K | 0.00% | 0.27% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 50.99 K | $324.83 K | 27.46% | 0.24% |
| KOSHINSKI ASSET MANAGEMENT, INC. | 02/03/2026 | 40.40 K | $257.35 K | 0.00% | 0.19% |
| CERITY PARTNERS LLC | 02/11/2026 | 39.85 K | $253.86 K | -2.09% | 0.18% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 02/03/2026 | 39.08 K | $248.91 K | 13.91% | 0.18% |
| BI ASSET MANAGEMENT FONDSMAEGLERSELSKAB A/S | 02/11/2026 | 37.27 K | $237.00 K | -63.55% | 0.17% |
| ETHOS FINANCIAL GROUP, LLC | 01/20/2026 | 34.58 K | $220.28 M | -6.04% | 0.16% |
| BAIRD FINANCIAL GROUP, INC. | 02/13/2026 | 33.97 K | $216.38 K | -0.02% | 0.16% |
| GARDEN STATE INVESTMENT ADVISORY SERVICES LLC | 02/17/2026 | 33.04 K | $210.49 M | -44.79% | 0.15% |
| D.A. DAVIDSON & CO. | 01/29/2026 | 31.32 K | $199.52 K | 1.21% | 0.14% |
| FREESTONE CAPITAL HOLDINGS, LLC | 01/23/2026 | 30.30 K | $193.02 K | 2.77% | 0.14% |
| WAVERLY ADVISORS, LLC | 02/17/2026 | 28.07 K | $178.77 K | 100.00% | 0.13% |
| OPPENHEIMER & CO INC | 02/02/2026 | 27.41 K | $174.58 K | 2.37% | 0.13% |
| GREAT WEST LIFE ASSURANCE CO /CAN/ | 02/13/2026 | 26.99 K | $171.00 K | -7.10% | 0.12% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 26.77 K | $170.53 M | 20.79% | 0.12% |
| FORUM FINANCIAL MANAGEMENT, LP | 01/27/2026 | 26.34 K | $167.76 K | 77.51% | 0.12% |
| CAPITAL PERFORMANCE ADVISORS LLP | 01/27/2026 | 23.84 K | $237.89 K | 100.00% | 0.11% |
| LIDO ADVISORS, LLC | 02/10/2026 | 22.57 K | $158.43 K | 0.00% | 0.10% |
| ROTHSCHILD INVESTMENT LLC | 02/10/2026 | 22.28 K | $141.92 K | 0.29% | 0.10% |
| FIDUCIARY GROUP LLC | 02/12/2026 | 22.00 K | $140.14 K | -40.54% | 0.10% |
| ROYAL BANK OF CANADA | 02/17/2026 | 21.98 K | $140.00 M | -14.23% | 0.10% |
| JANNEY MONTGOMERY SCOTT LLC | 02/11/2026 | 20.77 K | $132.00 K | 9.41% | 0.10% |
| HIGHTOWER ADVISORS, LLC | 02/06/2026 | 19.15 K | $121.99 K | 100.00% | 0.09% |
| SEQUOIA FINANCIAL ADVISORS, LLC | 02/03/2026 | 17.00 K | $108.29 K | 0.00% | 0.08% |
| SOUTHEAST ASSET ADVISORS INC. | 02/13/2026 | 16.00 K | $101.92 K | 0.00% | 0.07% |
| STRATOS WEALTH ADVISORS, LLC | 01/20/2026 | 15.32 K | $97.60 K | -16.23% | 0.07% |
| PRIVATE ADVISOR GROUP, LLC | 02/17/2026 | 14.22 K | $90.55 K | 0.00% | 0.07% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 02/06/2026 | 14.02 K | $89.27 K | 2.23% | 0.06% |
| XTX TOPCO LTD | 02/17/2026 | 13.83 K | $88.08 M | 100.00% | 0.06% |
| TWO SIGMA ADVISERS, LP | 02/17/2026 | 13.80 K | $87.91 K | -67.14% | 0.06% |
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Monroe Capital Corp institutional Ownership - FAQ's
During the previous two years, 115 institutional investors and hedge funds held shares of Monroe Capital Corp. The most heavily invested institutionals were:
Bulldog Investors, LLP: 954,816
Caprock Group, LLC: 449,038
QUADRANT CAPITAL GROUP LLC: 206,584
BlackRock, Inc.: 162,418
Colony Group, LLC: 130,634
Yakira Capital Management, Inc.: 129,809
5.13% of Monroe Capital Corp stock is owned by institutional investors.
Institutional investors have bought a total of 5.51 M shares in the last 24 months. This purchase volume represents approximately $34.53 M in transactions.