Monroe Capital Corporation Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BULLDOG INVESTORS, LLP | 11/14/2025 | 651.02 K | $4.57 M | 100.00% | 3.00% |
| CAPROCK GROUP, LLC | 11/06/2025 | 433.66 K | $3.24 M | 100.00% | 2.00% |
| BLAIR WILLIAM & CO/IL | 11/12/2025 | 364.80 K | $2.56 M | -7.55% | 1.68% |
| BLACKROCK, INC. | 11/12/2025 | 153.30 K | $1.08 M | 11.09% | 0.71% |
| SUNBELT SECURITIES, INC. | 11/19/2025 | 124.84 K | $876.40 K | 164.96% | 0.58% |
| ALMITAS CAPITAL LLC | 11/17/2025 | 108.91 K | $764.51 K | 100.00% | 0.50% |
| LAFLEUR & GODFREY LLC | 11/10/2025 | 106.97 K | $750.93 K | 0.00% | 0.49% |
| BI ASSET MANAGEMENT FONDSMAEGLERSELSKAB A/S | 11/05/2025 | 102.24 K | $718.00 K | 0.00% | 0.47% |
| COMMONWEALTH EQUITY SERVICES, LLC | 10/22/2025 | 94.51 K | $663.00 K | -4.15% | 0.44% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2025 | 93.07 K | $653.34 K | -13.91% | 0.43% |
| FIERA CAPITAL CORP | 11/07/2025 | 84.00 K | $589.71 K | 0.00% | 0.39% |
| SRS CAPITAL ADVISORS, INC. | 11/14/2025 | 82.41 K | $578.53 K | 0.00% | 0.38% |
| KOVITZ INVESTMENT GROUP PARTNERS, LLC | 11/10/2025 | 80.40 K | $564.41 K | -1.69% | 0.37% |
| VIRTUS INVESTMENT ADVISERS, INC. | 11/14/2025 | 77.49 K | $543.97 K | -5.84% | 0.36% |
| MAGNOLIA CAPITAL ADVISORS LLC | 11/13/2025 | 75.86 K | $532.53 K | -42.15% | 0.35% |
| ABSOLUTE INVESTMENT ADVISERS, LLC | 10/20/2025 | 72.40 K | $508.23 K | 100.00% | 0.33% |
| GARDEN STATE INVESTMENT ADVISORY SERVICES LLC | 11/14/2025 | 59.84 K | $420.09 K | -7.29% | 0.28% |
| LPL FINANCIAL LLC | 11/12/2025 | 59.06 K | $414.57 K | 0.86% | 0.27% |
| QUARRY LP | 11/14/2025 | 58.98 K | $414.06 K | 100.00% | 0.27% |
| UBS GROUP AG | 11/13/2025 | 58.47 K | $410.49 K | -1.83% | 0.27% |
| MORGAN STANLEY | 11/14/2025 | 58.21 K | $408.60 K | 5.79% | 0.27% |
| CITADEL ADVISORS LLC | 11/14/2025 | 47.75 K | $335.18 K | -5.52% | 0.22% |
| CI PRIVATE WEALTH, LLC | 11/14/2025 | 47.06 K | $330.38 K | 0.00% | 0.22% |
| TWO SIGMA INVESTMENTS, LP | 11/14/2025 | 46.03 K | $323.15 K | -34.58% | 0.21% |
| MAS ADVISORS LLC | 10/28/2025 | 42.33 K | $297.17 K | 2.94% | 0.20% |
| TWO SIGMA ADVISERS, LP | 11/14/2025 | 42.00 K | $294.84 K | -65.06% | 0.19% |
| CERITY PARTNERS LLC | 10/22/2025 | 40.70 K | $285.73 K | -2.48% | 0.19% |
| KOSHINSKI ASSET MANAGEMENT, INC. | 11/10/2025 | 40.40 K | $283.61 K | 29.49% | 0.19% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 40.01 K | $280.84 K | -46.32% | 0.18% |
| FIDUCIARY GROUP LLC | 11/12/2025 | 37.00 K | $259.74 K | 0.00% | 0.17% |
| ETHOS FINANCIAL GROUP, LLC | 10/23/2025 | 36.80 K | $258.35 K | 0.00% | 0.17% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 10/31/2025 | 34.30 K | $223.31 K | 0.00% | 0.16% |
| BAIRD FINANCIAL GROUP, INC. | 11/13/2025 | 33.98 K | $238.51 K | -0.16% | 0.16% |
| COLONY GROUP, LLC | 11/14/2025 | 31.89 K | $223.83 K | 47.67% | 0.15% |
| D.A. DAVIDSON & CO. | 10/22/2025 | 30.95 K | $217.26 K | 100.00% | 0.14% |
| FREESTONE CAPITAL HOLDINGS, LLC | 11/12/2025 | 29.48 K | $206.97 K | 3.48% | 0.14% |
| GREAT WEST LIFE ASSURANCE CO /CAN/ | 11/17/2025 | 29.05 K | $201.00 K | 42.68% | 0.13% |
| YAKIRA CAPITAL MANAGEMENT, INC. | 11/13/2025 | 28.60 K | $200.77 K | 100.00% | 0.13% |
| EQUITABLE HOLDINGS, INC. | 11/14/2025 | 28.38 K | $199.26 K | 8.72% | 0.13% |
| OPPENHEIMER & CO INC | 11/06/2025 | 26.77 K | $187.94 K | -19.27% | 0.12% |
| ROYAL BANK OF CANADA | 11/14/2025 | 25.62 K | $179.00 K | 4.84% | 0.12% |
| CHIRON CAPITAL MANAGEMENT, LLC | 11/14/2025 | 24.55 K | $172.36 K | 0.06% | 0.11% |
| O'DELL GROUP, LLC | 10/27/2025 | 23.51 K | $240.99 K | 100.00% | 0.11% |
| FRANKLIN RESOURCES INC | 11/13/2025 | 23.51 K | $165.02 K | 100.00% | 0.11% |
| LIDO ADVISORS, LLC | 11/14/2025 | 22.57 K | $158.43 K | 0.00% | 0.10% |
| ROTHSCHILD INVESTMENT LLC | 11/07/2025 | 22.22 K | $155.95 K | 122.15% | 0.10% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 22.16 K | $158.19 K | -15.57% | 0.10% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 11/14/2025 | 20.43 K | $143.44 K | 100.00% | 0.09% |
| COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 11/12/2025 | 19.48 K | $136.75 K | 7.94% | 0.09% |
| JANNEY MONTGOMERY SCOTT LLC | 10/27/2025 | 18.98 K | $133.00 K | -11.04% | 0.09% |
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Monroe Capital Corporation institutional Ownership - FAQ's
During the previous two years, 130 institutional investors and hedge funds held shares of Monroe Capital Corporation. The most heavily invested institutionals were:
Bulldog Investors, LLP: 651,021
Caprock Group, LLC: 433,663
BLAIR WILLIAM & CO/IL: 364,804
BlackRock, Inc.: 153,302
Sunbelt Securities, Inc.: 124,843
Almitas Capital LLC: 108,905
19.42% of Monroe Capital Corporation stock is owned by institutional investors.
Institutional investors have bought a total of 5.68 M shares in the last 24 months. This purchase volume represents approximately $37.49 M in transactions.