Monarch Casino & Resort Inc
MCRI- Exchange
- Nasdaq
- Industry
- Hotels & Motels
- SEC CIK
- 0000907242
In the last 90 days, Monarch Casino & Resort Inc insiders filed 0 open-market purchases and 1 sale; 258 institutions reported holding it in 13F filings for Q2 2026, worth $1.52B in total; no superinvestor holds it.
13F holders, Q4 2025
Institutional positions in Monarch Casino & Resort Inc as of Dec 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 225
- −6 vs. Q3 2025
- Shares held
- 11.3M
- −288.2K (−2.5%) vs. Q3 2025
- Total value
- $1.08B
- −$143.7M (−11.8%) vs. Q3 2025
- New holders
- 22
- 91 more added
- Sold out
- 28
- 81 more reduced
4 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting MCRI on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 258 | $1.52B |
| Q1 2026 | 241 | $1.07B |
| Q4 2025 | 225 | $1.08B |
| Q3 2025 | 235 | $1.23B |
| Q2 2025 | 213 | $1.02B |
| Q1 2025 | 215 | $931.8M |
| Q4 2024 | 210 | $934.6M |
| Q3 2024 | 194 | $911.0M |
| Q2 2024 | 176 | $799.2M |
| Q1 2024 | 173 | $920.8M |
| Q4 2023 | 179 | $818.2M |
| Q3 2023 | 177 | $736.5M |
| Q2 2023 | 177 | $834.2M |
| Q1 2023 | 182 | $870.0M |
| Q4 2022 | 191 | $918.4M |
| Q3 2022 | 162 | $654.9M |
| Q2 2022 | 168 | $709.5M |
| Q1 2022 | 169 | $1.06B |
| Q4 2021 | 144 | $870.8M |
| Q3 2021 | 142 | $795.7M |
| Q2 2021 | 142 | $781.4M |
| Q1 2021 | 137 | $694.2M |
Institutions, Q4 2025
Shares, value and share of portfolio for each institution holding Monarch Casino & Resort Inc; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| SRS Capital Advisors, Inc. | 1 | $96 | 0.00% | −397−99.7% | Reduced |
| Ankerstar Wealth, LLC | 1 | $96 | 0.00% | +1 | New |
| Gilpin Wealth Management, LLC | 1 | $96 | 0.00% | +1 | New |
| SJS Investment Consulting Inc. | 3 | $288 | 0.00% | +3 | New |
| MAI Capital Management | 7 | $670 | 0.00% | +7 | New |
| Rockefeller Capital Management L.P. | 8 | $766 | 0.00% | −30−78.9% | Reduced |
| Manchester Capital Management LLC | 9 | $862 | 0.00% | +9 | New |
| National Bank of Canada | 10 | $957 | 0.00% | +10 | New |
| Torren Management, LLC | 10 | $981 | 0.00% | +10 | New |
| Optima Capital LLC | 12 | $1.15K | 0.00% | +12 | New |
| UMA Financial Services, Inc. | 13 | $1.25K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 15 | $1.44K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 16 | $1.53K | 0.00% | −2−11.1% | Reduced |
| Rothschild Investment LLC | 19 | $1.82K | 0.00% | +7+58.3% | Added |
| Aster Capital Management (DIFC) Ltd | 21 | $2.01K | 0.00% | −1,059−98.1% | Reduced |
| Jones Financial Companies LLLP | 23 | $2.20K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 26 | $2.49K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 30 | $2.87K | 0.00% | +26+650.0% | Added |
| True Wealth Design, LLC | 31 | $2.97K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 34 | $3.00K | 0.00% | −9−20.9% | Reduced |
| Parkside Financial Bank & Trust | 35 | $3.35K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 43 | $4.12K | 0.00% | +2+4.9% | Added |
| Allworth Financial LP | 56 | $5.36K | 0.00% | +41+273.3% | Added |
| Salomon & Ludwin, LLC | 63 | $6.07K | 0.00% | +28+80.0% | Added |
| Simplex Trading, LLC | 67 | $6.41K | 0.00% | +67 | New |
| Whittier Trust Co of Nevada Inc | 70 | $6.58K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 78 | $7.00K | 0.00% | −1−1.3% | Reduced |
| Covestor Ltd | 77 | $7.00K | 0.00% | −1−1.3% | Reduced |
| Sterling Capital Management LLC | 85 | $8.13K | 0.00% | −3,816−97.8% | Reduced |
| Private Wealth Management Group, LLC | 92 | $8.80K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 94 | $9.00K | 0.00% | −2−2.1% | Reduced |
| IFP Advisors, Inc | 101 | $9.67K | 0.00% | +67+197.1% | Added |
| Assetmark, Inc | 106 | $10.1K | 0.00% | +23+27.7% | Added |
| Quarry LP | 113 | $10.8K | 0.00% | +113 | New |
| Massmutual Trust Co FSB | 130 | $12.4K | 0.00% | +36+38.3% | Added |
| Public Employees Retirement System of Ohio | 153 | $14.6K | 0.00% | +33+27.5% | Added |
| Smartleaf Asset Management LLC | 160 | $15.4K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 165 | $15.8K | 0.00% | +131+385.3% | Added |
| Richardson Financial Services Inc. | 196 | $18.8K | 0.01% | +46+30.7% | Added |
| Private Trust Co NA | 205 | $19.6K | 0.00% | +16+8.5% | Added |
| Essential Partners LLC | 223 | $21.3K | 0.01% | −14−5.9% | Reduced |
| Umb Bank N A | 234 | $22.4K | 0.00% | +7+3.1% | Added |
| Quadrant Capital Group LLC | 240 | $23.0K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 243 | $23.3K | 0.00% | −2,306−90.5% | Reduced |
| Bessemer Group Inc | 248 | $24.0K | 0.00% | +87+54.0% | Added |
| Global Retirement Partners, LLC | 265 | $25.4K | 0.00% | +37+16.2% | Added |
| Huntington National Bank | 284 | $27.2K | 0.00% | +58+25.7% | Added |
| Advisor Group Holdings, Inc. | 293 | $28.1K | 0.00% | −4,089−93.3% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 307 | $29.4K | 0.00% | +307 | New |
| Farther Finance Advisors, LLC | 333 | $31.9K | 0.00% | +4+1.2% | Added |
| Versant Capital Management, Inc | 344 | $32.9K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 371 | $35.5K | 0.00% | −22−5.6% | Reduced |
| Parallel Advisors, LLC | 390 | $37.3K | 0.00% | −72−15.6% | Reduced |
| Kestra Advisory Services, LLC | 420 | $40.2K | 0.00% | +420 | New |
| Ronald Blue Trust, Inc. | 549 | $52.5K | 0.00% | −63−10.3% | Reduced |
| TD Private Client Wealth LLC | 594 | $56.8K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 666 | $63.8K | 0.01% | 00.0% | Unchanged |
| Globeflex Capital L P | 668 | $63.9K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 736 | $70.4K | 0.00% | +236+47.2% | Added |
| State of Wyoming | 741 | $70.9K | 0.01% | −4,511−85.9% | Reduced |
| Vestcor Inc | 743 | $71.0K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 984 | $94.2K | 0.00% | +106+12.1% | Added |
| Ameritas Investment Partners, Inc. | 1,066 | $102.0K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 1,118 | $107.0K | 0.00% | −8,893−88.8% | Reduced |
| Independence Bank of Kentucky | 1,173 | $112.3K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 1,513 | $142.3K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,844 | $176.5K | 0.00% | +1+0.1% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,979 | $189.4K | 0.00% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 2,187 | $209.3K | 0.00% | +2,187 | New |
| Baird Financial Group, Inc. | 2,207 | $211.2K | 0.00% | +2,207 | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 2,254 | $215.7K | 0.00% | −367−14.0% | Reduced |
| The PNC Financial Services Group, Inc. | 2,429 | $232.4K | 0.00% | +616+34.0% | Added |
| ProShare Advisors LLC | 2,477 | $237.1K | 0.00% | +80+3.3% | Added |
| Heritage Family Offices, LLP | 2,489 | $238.2K | 0.11% | −291−10.5% | Reduced |
| NDVR, Inc. | 2,499 | $239.2K | 0.20% | +2,499 | New |
| Martingale Asset Management L P | 2,712 | $259.5K | 0.01% | +2+0.1% | Added |
| Oregon Public Employees Retirement Fund | 2,867 | $274.4K | 0.00% | +100+3.6% | Added |
| Mirabella Financial Services LLP | 2,901 | $277.6K | 0.03% | +2,901 | New |
| Janney Montgomery Scott LLC | 2,940 | $281.0K | 0.00% | −67−2.2% | Reduced |
| Fidelity D & D Bancorp Inc | 3,000 | $287.1K | 0.12% | 00.0% | Unchanged |
| Choate Investment Advisors | 3,000 | $287.1K | 0.01% | 00.0% | Unchanged |
| Cornerstone Investment Partners, LLC | 3,000 | $287.1K | 0.01% | +10.0% | Added |
| Comerica Bank | 3,005 | $287.6K | 0.00% | −222−6.9% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 3,072 | $294.0K | 0.00% | −91−2.9% | Reduced |
| MML Investors Services, LLC | 3,097 | $296.4K | 0.00% | +350+12.7% | Added |
| Teachers Retirement System of the State of Kentucky | 3,103 | $297.0K | 0.00% | −520−14.4% | Reduced |
| Aristides Capital LLC | 3,174 | $303.8K | 0.10% | +498+18.6% | Added |
| CWM, LLC | 3,206 | $307.0K | 0.00% | +510+18.9% | Added |
| denkapparat Operations GmbH | 3,218 | $308.0K | 0.17% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 3,300 | $315.8K | 0.01% | −1,077−24.6% | Reduced |
| Panagora Asset Management Inc | 3,490 | $334.0K | 0.00% | +198+6.0% | Added |
| Russell Investments Group, Ltd. | 3,528 | $338.7K | 0.00% | −9,721−73.4% | Reduced |
| Pathstone Holdings, LLC | 3,551 | $339.8K | 0.00% | −258−6.8% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 3,561 | $340.8K | 0.00% | −14−0.4% | Reduced |
| Arizona State Retirement System | 3,563 | $341.0K | 0.00% | −252−6.6% | Reduced |
| Mariner, LLC | 3,562 | $341.1K | 0.00% | +1,069+42.9% | Added |
| US Bancorp | 3,603 | $344.8K | 0.00% | −643−15.1% | Reduced |
| Amalgamated Bank | 3,620 | $346.0K | 0.00% | −10−0.3% | Reduced |
| MQS Management LLC | 3,755 | $359.4K | 0.21% | +3,755 | New |
| Two Sigma Advisers, LP | 3,800 | $363.7K | 0.00% | +100+2.7% | Added |