CHICAGO, IL
MONROE CAPITAL CORPMRCC— Latest position per institution from SEC 13F filings
15
Institutional holders
5.86M
Total shares held
28.39M
Estimated value
292.84K
Avg. position size
ALMITAS CAPITAL LLC
CIK 1596468
Shares
1.28M
Value
5.18M
Filed
Mar 31, 2026
MORGAN STANLEY
CIK 895421
Shares
1.02M
Value
4.70M
Filed
Mar 31, 2026
BULLDOG INVESTORS, LLP
CIK 1504304
Shares
966.79K
Value
4.45M
Filed
Mar 31, 2026
CAPROCK GROUP, LLC
CIK 1610769
Shares
461.36K
Value
2.12M
Filed
Mar 31, 2026
BLAIR WILLIAM & CO/IL
CIK 902367
Shares
309.75K
Value
1.97M
Filed
Dec 31, 2025
CETERA INVESTMENT ADVISERS
CIK 1666741
Shares
214.58K
Value
1.76M
Filed
Jun 30, 2023
QUADRANT CAPITAL GROUP LLC
CIK 1650717
Shares
198.14K
Value
911.45K
Filed
Mar 31, 2026
CITADEL ADVISORS LLC
CIK 1423053
Shares
170.27K
Value
1.08M
Filed
Dec 31, 2025
CAZ INVESTMENTS LP
CIK 1159363
Shares
150K
Value
690K
Filed
Mar 31, 2026
FOCUS PARTNERS WEALTH
CIK 1542153
Shares
131.08K
Value
602.98K
Filed
Mar 31, 2026
LAFLEUR & GODFREY LLC
CIK 1387458
Shares
122.47K
Value
563.36K
Filed
Mar 31, 2026
SUNBELT SECURITIES, INC.
CIK 1632932
Shares
109.88K
Value
505.46K
Filed
Mar 31, 2026
OPPENHEIMER & CO INC
CIK 822581
Shares
105.57K
Value
485.62K
Filed
Mar 31, 2026
NATIONAL BANK OF CANADA /FI/
CIK 926171
Shares
94.90K
Value
692.34K
Filed
Sep 30, 2023
ADVISORS ASSET MANAGEMENT, INC.
CIK 1297376
Shares
94.25K
Value
702.13K
Filed
Sep 30, 2023
COMMONWEALTH EQUITY SERVICES, LLC
CIK 312272
Shares
89.31K
Value
410.84K
Filed
Mar 31, 2026
BLACKROCK, INC.
CIK 2012383
Shares
88.15K
Value
405.50K
Filed
Mar 31, 2026
FIERA CAPITAL CORP
CIK 1505817
Shares
84K
Value
386.42K
Filed
Mar 31, 2026
WAVERLY ADVISORS, LLC
CIK 1568787
Shares
83.47K
Value
383.94K
Filed
Mar 31, 2026
UBS GROUP AG
CIK 1610520
Shares
82.45K
Value
379.28K
Filed
Mar 31, 2026
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | ALMITAS CAPITAL LLC | 1596468 | 1.28M | 5.18M | Mar 31, 2026 |
| 2 | MORGAN STANLEY | 895421 | 1.02M | 4.70M | Mar 31, 2026 |
| 3 | BULLDOG INVESTORS, LLP | 1504304 | 966.79K | 4.45M | Mar 31, 2026 |
| 4 | CAPROCK GROUP, LLC | 1610769 | 461.36K | 2.12M | Mar 31, 2026 |
| 5 | BLAIR WILLIAM & CO/IL | 902367 | 309.75K | 1.97M | Dec 31, 2025 |
| 6 | CETERA INVESTMENT ADVISERS | 1666741 | 214.58K | 1.76M | Jun 30, 2023 |
| 7 | QUADRANT CAPITAL GROUP LLC | 1650717 | 198.14K | 911.45K | Mar 31, 2026 |
| 8 | CITADEL ADVISORS LLC | 1423053 | 170.27K | 1.08M | Dec 31, 2025 |
| 9 | CAZ INVESTMENTS LP | 1159363 | 150K | 690K | Mar 31, 2026 |
| 10 | FOCUS PARTNERS WEALTH | 1542153 | 131.08K | 602.98K | Mar 31, 2026 |
| 11 | LAFLEUR & GODFREY LLC | 1387458 | 122.47K | 563.36K | Mar 31, 2026 |
| 12 | SUNBELT SECURITIES, INC. | 1632932 | 109.88K | 505.46K | Mar 31, 2026 |
| 13 | OPPENHEIMER & CO INC | 822581 | 105.57K | 485.62K | Mar 31, 2026 |
| 14 | NATIONAL BANK OF CANADA /FI/ | 926171 | 94.90K | 692.34K | Sep 30, 2023 |
| 15 | ADVISORS ASSET MANAGEMENT, INC. | 1297376 | 94.25K | 702.13K | Sep 30, 2023 |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | 312272 | 89.31K | 410.84K | Mar 31, 2026 |
| 17 | BLACKROCK, INC. | 2012383 | 88.15K | 405.50K | Mar 31, 2026 |
| 18 | FIERA CAPITAL CORP | 1505817 | 84K | 386.42K | Mar 31, 2026 |
| 19 | WAVERLY ADVISORS, LLC | 1568787 | 83.47K | 383.94K | Mar 31, 2026 |
| 20 | UBS GROUP AG | 1610520 | 82.45K | 379.28K | Mar 31, 2026 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.