MONROE CAPITAL Corp (MRCC) — Institutional Holders, Q1 2026
75 institutional investment managers reported a MRCC position on SEC Form 13F-HR for the quarter ended March 31, 2026, with a combined reported value of $28.4M. Every filer is listed below, ranked by position value. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
MRCC in Q1 2026: what funds did
Funds that filed a 13F for both Q4 2025 and Q1 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- MORGAN STANLEYAdded · +962,929 sh+$4.4M
- Almitas CapitalAdded · +278,673 sh+$1.3M
- QUADRANT CAPITAL GROUPAdded · +189,696 sh+$872.6K
- CAZ INVESTMENTSNew · +150,000 sh+$690.0K
- OPPENHEIMERAdded · +78,164 sh+$359.6K
Biggest sellers
- BLAIR WILLIAMSold out · -309,750 sh-$1.4M
- CITADEL ADVISORSSold out · -170,269 sh-$783.2K
- Yakira Capital ManagementTrimmed · -114,871 sh-$528.4K
- BlackRockTrimmed · -74,265 sh-$341.6K
- ABSOLUTE INVESTMENT ADVISERSSold out · -67,321 sh-$309.7K
MRCC 13F holders ranked 1–75 of 75
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q4 2025 |
|---|---|---|---|---|---|
| 1 | Almitas Capital#1 · 1,277,717 sh | 1,277,717 | $5.2M | — | +27.9% |
| 2 | MORGAN STANLEY#2 · 1,022,578 sh | 1,022,578 | $4.7M | — | +1614.3% |
| 3 | Bulldog Investors, LLP#3 · 966,788 sh | 966,788 | $4.4M | — | +1.3% |
| 4 | Caprock Group#4 · 461,360 sh | 461,360 | $2.1M | — | +2.7% |
| 5 | QUADRANT CAPITAL GROUP#5 · 396,280 sh | 396,280 | $960.4K | — | +91.8% |
| 6 | CAZ INVESTMENTS#6 · 150,000 sh | 150,000 | $690.0K | — | New |
| 7 | Focus Partners Wealth#7 · 131,081 sh | 131,081 | $603.0K | — | +0.3% |
| 8 | LaFleur & Godfrey#8 · 122,470 sh | 122,470 | $563.4K | — | 0.0% |
| 9 | Sunbelt Securities#9 · 109,882 sh | 109,882 | $505.5K | 0.03% | -19.1% |
| 10 | OPPENHEIMER#10 · 105,570 sh | 105,570 | $485.6K | — | +285.2% |
| 11 | COMMONWEALTH EQUITY SERVICES#11 · 89,314 sh | 89,314 | $410.8K | — | -3.7% |
| 12 | BlackRock#12 · 88,153 sh | 88,153 | $405.5K | — | -45.7% |
| 13 | Fiera Capital#13 · 84,004 sh | 84,004 | $386.4K | — | 0.0% |
| 14 | Waverly Advisors#14 · 83,465 sh | 83,465 | $383.9K | — | +197.4% |
| 15 | UBS Group AG#15 · 82,452 sh | 82,452 | $379.3K | — | +20.0% |
| 16 | SRS Capital Advisors#16 · 82,412 sh | 82,412 | $379.1K | — | 0.0% |
| 17 | SUSQUEHANNA INTERNATIONAL GROUP, LLP#17 · 76,573 sh | 76,573 | $352.2K | — | +6.3% |
| 18 | LPL Financial#18 · 63,283 sh | 63,283 | $291.1K | — | +2.8% |
| 19 | Virtus Investment Advisers#19 · 62,628 sh | 62,628 | $288.1K | — | -8.4% |
| 20 | EARNED WEALTH ADVISORS#20 · 24,152 sh | 24,152 | $236.7K | — | +1.3% |
| 21 | Ethos Financial Group#21 · 34,581 sh | 34,581 | $220.3K | — | 0.0% |
| 22 | RAYMOND JAMES FINANCIAL#22 · 43,199 sh | 43,199 | $198.7K | — | -15.3% |
| 23 | BANK OF NOVA SCOTIA#23 · 42,104 sh | 42,104 | $193.7K | — | New |
| 24 | Koshinski Asset Management#24 · 40,400 sh | 40,400 | $185.8K | — | 0.0% |
| 25 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT#25 · 39,075 sh | 39,075 | $177.7K | — | 0.0% |
| 26 | MAGNOLIA CAPITAL ADVISORS#26 · 37,946 sh | 37,946 | $174.6K | — | -41.5% |
| 27 | BI Asset Management Fondsmaeglerselskab A/S#27 · 37,269 sh | 37,269 | $171.0K | — | 0.0% |
| 28 | Cerity Partners#28 · 35,629 sh | 35,629 | $163.9K | — | -10.6% |
| 29 | Baird Financial Group#29 · 33,969 sh | 33,969 | $156.3K | — | 0.0% |
| 30 | D.A. DAVIDSON#30 · 31,585 sh | 31,585 | $145.3K | — | +0.8% |
| 31 | Freestone Capital#31 · 30,885 sh | 30,885 | $142.1K | — | +1.9% |
| 32 | GREAT WEST LIFE ASSURANCE#32 · 29,445 sh | 29,445 | $136.0K | — | +9.1% |
| 33 | Forum Financial Management#33 · 26,336 sh | 26,336 | $121.1K | — | 0.0% |
| 34 | Equitable#34 · 17,717 sh | 17,717 | $112.9K | — | -20.2% |
| 35 | Rockefeller Capital Management L.P.#35 · 24,475 sh | 24,475 | $112.6K | — | +11.2% |
| 36 | Corient Private Wealth#36 · 24,377 sh | 24,377 | $112.1K | — | -45.9% |
| 37 | ROYAL BANK OF CANADA#37 · 22,744 sh | 22,744 | $105.0K | — | +3.5% |
| 38 | ROTHSCHILD INVESTMENT#38 · 22,324 sh | 22,324 | $102.7K | — | +0.2% |
| 39 | Fiduciary Group#39 · 22,000 sh | 22,000 | $101.2K | — | 0.0% |
| 40 | Garden State Investment Advisory Services#40 · 21,199 sh | 21,199 | $97.5K | — | -35.8% |
| 41 | JANE STREET GROUP#41 · 20,803 sh | 20,803 | $95.7K | — | -69.6% |
| 42 | CAPTRUST FINANCIAL ADVISORS#42 · 20,468 sh | 20,468 | $94.2K | — | New |
| 43 | OSAIC#43 · 19,859 sh | 19,859 | $91.4K | — | -25.8% |
| 44 | TWO SIGMA INVESTMENTS#44 · 17,892 sh | 17,892 | $82.3K | — | -54.3% |
| 45 | Sequoia Financial Advisors#45 · 17,000 sh | 17,000 | $78.2K | — | 0.0% |
| 46 | CALTON & ASSOCIATES#46 · 16,539 sh | 16,539 | $76.1K | — | New |
| 47 | Southeast Asset Advisors#47 · 16,000 sh | 16,000 | $73.6K | — | 0.0% |
| 48 | INDEPENDENT FINANCIAL GROUP#48 · 15,869 sh | 15,869 | $73.0K | — | -35.0% |
| 49 | Janney Montgomery Scott#49 · 15,555 sh | 15,555 | $72.0K | — | -25.1% |
| 50 | Cresset Asset Management#50 · 15,167 sh | 15,167 | $69.8K | — | +0.1% |
| 51 | Yakira Capital Management#51 · 14,938 sh | 14,938 | $68.7K | — | -88.5% |
| 52 | CREATIVE FINANCIAL DESIGNS#52 · 14,230 sh | 14,230 | $65.5K | — | +1.5% |
| 53 | Private Advisor Group#53 · 14,215 sh | 14,215 | $65.4K | — | 0.0% |
| 54 | CHAPIN DAVIS#54 · 13,500 sh | 13,500 | $62.1K | — | +12.5% |
| 55 | XTX Topco Ltd#55 · 13,130 sh | 13,130 | $60.4K | — | -5.0% |
| 56 | Closed-End Fund Advisors#56 · 12,825 sh | 12,825 | $59.0K | — | 0.0% |
| 57 | O'SHAUGHNESSY ASSET MANAGEMENT#57 · 12,322 sh | 12,322 | $56.7K | — | -7.0% |
| 58 | Argos Wealth Advisors#58 · 11,848 sh | 11,848 | $54.5K | — | +0.8% |
| 59 | Wealthspire Advisors#59 · 11,586 sh | 11,586 | $53.3K | — | New |
| 60 | STEPHENS#60 · 11,453 sh | 11,453 | $52.7K | — | -6.0% |
| 61 | MISSION WEALTH MANAGEMENT#61 · 11,400 sh | 11,400 | $52.4K | — | 0.0% |
| 62 | DAVENPORT#62 · 11,300 sh | 11,300 | $52.0K | — | -15.0% |
| 63 | BANK OF AMERICA#63 · 10,988 sh | 10,988 | $50.5K | — | New |
| 64 | Trek Financial#64 · 10,650 sh | 10,650 | $49.0K | — | New |
| 65 | Ascent Group#65 · 10,285 sh | 10,285 | $47.3K | — | 0.0% |
| 66 | Advisory Services Network#66 · 5,246 sh | 5,246 | $24.1K | — | New |
| 67 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT#67 · 1,533 sh | 1,533 | $7.1K | — | -90.1% |
| 68 | Aventura Private Wealth#68 · 1,400 sh | 1,400 | $6.4K | — | New |
| 69 | North Star Investment Management#69 · 700 sh | 700 | $3.2K | — | 0.0% |
| 70 | Newbridge Financial Services Group#70 · 500 sh | 500 | $2.3K | — | 0.0% |
| 71 | Kohmann Bosshard Financial Services#71 · 262 sh | 262 | $1.2K | — | 0.0% |
| 72 | TD Waterhouse Canada#72 · 134 sh | 134 | $608.00 | — | +1.5% |
| 73 | Allworth Financial#73 · 8 sh | 8 | $37.00 | — | New |
| 74 | WELLS FARGO & COMPANY#74 · 3 sh | 3 | $14.00 | — | +200.0% |
| 75 | Caitong International Asset Management , Ltd#75 · 1 sh | 1 | $5.00 | — | New |
Funds that sold out of MRCC in Q1 2026 (12)
Held MRCC at the end of Q4 2025 and filed a Q1 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
| Institution | Shares sold | Value in Q4 2025 |
|---|---|---|
| BLAIR WILLIAM309,750 sh | 309,750 | $2.0M |
| CITADEL ADVISORS170,269 sh | 170,269 | $1.1M |
| ABSOLUTE INVESTMENT ADVISERS67,321 sh | 67,321 | $418.1K |
| Quarry58,983 sh | 58,983 | $375.7K |
| Lido Advisors22,568 sh | 22,568 | $158.4K |
| HighTower Advisors19,151 sh | 19,151 | $122.0K |
| Stratos Wealth Advisors15,322 sh | 15,322 | $97.6K |
| HB Wealth Management11,518 sh | 11,518 | $73.4K |
| Kestra Advisory Services5,449 sh | 5,449 | $34.7K |
| US BANCORP \DE\850 sh | 850 | $5.4K |
| Navalign450 sh | 450 | $2.9K |
| JONES FINANCIAL COMPANIES LLLP150 sh | 150 | $956.00 |
Source: Form 13F-HR filings on SEC EDGAR, Q1 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q4 2025 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.