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, Q1 2026
Institutional positions in Monarch Casino & Resort Inc as of Mar 31, 2026. 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
- 241
- +21 vs. Q4 2025
- Shares held
- 11.3M
- +1.03M (+10.1%) vs. Q4 2025
- Total value
- $1.07B
- +$95.6M (+9.8%) vs. Q4 2025
- New holders
- 42
- 88 more added
- Sold out
- 21
- 83 more reduced
5 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Monarch Casino & Resort Inc; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sunbelt Securities, Inc. | 1 | $96 | 0.00% | +1 | New |
| Hughes Financial Services, LLC | 1 | $96 | 0.00% | +1 | New |
| Gilpin Wealth Management, LLC | 2 | $192 | 0.00% | +1+100.0% | Added |
| Frazier Financial Advisors, LLC | 3 | $287 | 0.00% | +3 | New |
| Rockefeller Capital Management L.P. | 8 | $764 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 9 | $861 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 13 | $1.24K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 13 | $1.24K | 0.00% | +13 | New |
| Dogwood Wealth Management LLC | 14 | $1.34K | 0.00% | +14 | New |
| Picton Mahoney Asset Management | 15 | $1.43K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 15 | $1.43K | 0.00% | +15 | New |
| Larson Financial Group LLC | 16 | $1.53K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 16 | $1.53K | 0.00% | +13+433.3% | Added |
| Northwestern Mutual Wealth Management Co | 18 | $1.72K | 0.00% | +18 | New |
| Wealth Preservation Advisors, LLC | 19 | $1.82K | 0.00% | +19 | New |
| JPL Wealth Management, LLC | 19 | $1.82K | 0.00% | +19 | New |
| Basecamp Wealth Advisors LLC | 20 | $1.91K | 0.00% | +20 | New |
| Twin Peaks Wealth Advisors, LLC | 28 | $2.68K | 0.00% | +28 | New |
| True Wealth Design, LLC | 32 | $3.06K | 0.00% | +1+3.2% | Added |
| Parkside Financial Bank & Trust | 35 | $3.35K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 52 | $4.90K | 0.00% | −108−67.5% | Reduced |
| Advisor Group Holdings, Inc. | 52 | $5.02K | 0.00% | −241−82.3% | Reduced |
| Valued Wealth Advisors LLC | 53 | $5.07K | 0.00% | +53 | New |
| Root Financial Partners, LLC | 56 | $5.35K | 0.00% | +56 | New |
| Salomon & Ludwin, LLC | 62 | $5.99K | 0.00% | −1−1.6% | Reduced |
| IFP Advisors, Inc | 71 | $6.79K | 0.00% | −30−29.7% | Reduced |
| Whittier Trust Co of Nevada Inc | 70 | $6.87K | 0.00% | 00.0% | Unchanged |
| Intentional Wealth Strategies, LLC | 78 | $7.46K | 0.01% | +78 | New |
| Sterling Capital Management LLC | 83 | $7.93K | 0.00% | −2−2.4% | Reduced |
| Hantz Financial Services, Inc. | 88 | $8.00K | 0.00% | +54+158.8% | Added |
| Rothschild Investment LLC | 88 | $8.41K | 0.00% | +69+363.2% | Added |
| Private Wealth Management Group, LLC | 90 | $8.60K | 0.00% | −2−2.2% | Reduced |
| Harbor Capital Advisors, Inc. | 96 | $9.00K | 0.00% | +18+23.1% | Added |
| Covestor Ltd | 93 | $9.00K | 0.01% | +16+20.8% | Added |
| SRS Capital Advisors, Inc. | 124 | $11.9K | 0.00% | +123+12,300.0% | Added |
| Aster Capital Management (DIFC) Ltd | 153 | $11.9K | 0.00% | +132+628.6% | Added |
| Massmutual Trust Co FSB | 130 | $12.4K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 134 | $12.8K | 0.00% | +28+26.4% | Added |
| Private Trust Co NA | 155 | $14.8K | 0.00% | −50−24.4% | Reduced |
| Public Employees Retirement System of Ohio | 166 | $15.9K | 0.00% | +13+8.5% | Added |
| Bessemer Group Inc | 175 | $17.0K | 0.00% | −73−29.4% | Reduced |
| Richardson Financial Services Inc. | 208 | $19.9K | 0.01% | +12+6.1% | Added |
| Allworth Financial LP | 212 | $20.3K | 0.00% | +156+278.6% | Added |
| Essential Partners LLC | 236 | $22.6K | 0.01% | +13+5.8% | Added |
| Quadrant Capital Group LLC | 240 | $22.9K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 240 | $22.9K | 0.00% | +75+45.5% | Added |
| Umb Bank N A | 243 | $23.2K | 0.00% | +9+3.8% | Added |
| Huntington National Bank | 320 | $30.6K | 0.00% | +36+12.7% | Added |
| MAI Capital Management | 333 | $31.8K | 0.00% | +326+4,657.1% | Added |
| Pinnacle Wealth Planning Services, Inc. | 343 | $32.8K | 0.00% | +36+11.7% | Added |
| Versant Capital Management, Inc | 360 | $34.4K | 0.00% | +16+4.7% | Added |
| Signaturefd, LLC | 438 | $41.9K | 0.00% | +67+18.1% | Added |
| TD Private Client Wealth LLC | 479 | $45.8K | 0.00% | −115−19.4% | Reduced |
| Ronald Blue Trust, Inc. | 487 | $46.5K | 0.00% | −62−11.3% | Reduced |
| Farther Finance Advisors, LLC | 560 | $54.0K | 0.00% | +227+68.2% | Added |
| Golden State Wealth Management, LLC | 666 | $63.7K | 0.01% | 00.0% | Unchanged |
| Globeflex Capital L P | 668 | $63.9K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 688 | $65.8K | 0.01% | −53−7.2% | Reduced |
| Meeder Asset Management Inc | 882 | $84.3K | 0.00% | −4,554−83.8% | Reduced |
| Tower Research Capital LLC (TRC) | 992 | $94.8K | 0.00% | +256+34.8% | Added |
| Peterson Wealth Management | 1,016 | $97.1K | 0.06% | +1,016 | New |
| Ameritas Investment Partners, Inc. | 1,066 | $101.9K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,136 | $108.6K | 0.00% | +746+191.3% | Added |
| Independence Bank of Kentucky | 1,173 | $112.1K | 0.01% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 1,405 | $134.3K | 0.00% | +1,405 | New |
| Whittier Trust Co | 1,476 | $144.9K | 0.00% | −37−2.4% | Reduced |
| Aquatic Capital Management LLC | 1,564 | $149.5K | 0.00% | +1,321+543.6% | Added |
| GAMMA Investing LLC | 1,665 | $159.2K | 0.01% | +681+69.2% | Added |
| Nisa Investment Advisors, LLC | 1,894 | $181.1K | 0.00% | +50+2.7% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,979 | $189.2K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 2,117 | $202.4K | 0.00% | −1,411−40.0% | Reduced |
| Empowered Funds, LLC | 2,191 | $209.5K | 0.00% | +2,191 | New |
| Evergreen Capital Management LLC | 2,202 | $210.5K | 0.00% | +15+0.7% | Added |
| Hohimer Wealth Management, LLC | 2,246 | $214.7K | 0.03% | +2,246 | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 2,254 | $215.5K | 0.00% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 2,268 | $216.8K | 0.01% | −1,032−31.3% | Reduced |
| Baird Financial Group, Inc. | 2,276 | $217.6K | 0.00% | +69+3.1% | Added |
| Verition Fund Management LLC | 2,286 | $218.5K | 0.00% | +2,286 | New |
| Exchange Traded Concepts, LLC | 2,405 | $229.9K | 0.00% | −5,543−69.7% | Reduced |
| Claro Advisors LLC | 2,500 | $239.0K | 0.03% | +2,500 | New |
| Dark Forest Capital Management LP | 2,504 | $239.4K | 0.02% | −11,492−82.1% | Reduced |
| Swiss Life Asset Management Ltd | 2,519 | $240.8K | 0.00% | +2,519 | New |
| HighTower Advisors, LLC | 2,529 | $241.8K | 0.00% | +2,529 | New |
| Aristides Capital LLC | 2,554 | $244.2K | 0.08% | −620−19.5% | Reduced |
| Fifth Third Bancorp | 2,634 | $251.8K | 0.00% | +2,540+2,702.1% | Added |
| The PNC Financial Services Group, Inc. | 2,700 | $258.1K | 0.00% | +271+11.2% | Added |
| Neuberger Berman Group LLC | 2,724 | $260.4K | 0.00% | +2,724 | New |
| Oregon Public Employees Retirement Fund | 2,767 | $264.5K | 0.00% | −100−3.5% | Reduced |
| MML Investors Services, LLC | 2,820 | $269.6K | 0.00% | −277−8.9% | Reduced |
| Polymer Capital Management (US) LLC | 2,926 | $279.7K | 0.04% | +2,926 | New |
| Los Angeles Capital Management LLC | 2,950 | $282.0K | 0.00% | −4,219−58.9% | Reduced |
| Vanguard Investments Australia, Ltd. | 2,982 | $285.1K | 0.00% | +2,982 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 2,996 | $286.4K | 0.00% | −76−2.5% | Reduced |
| Fidelity D & D Bancorp Inc | 3,000 | $286.8K | 0.11% | 00.0% | Unchanged |
| Choate Investment Advisors | 3,000 | $286.8K | 0.01% | 00.0% | Unchanged |
| Epoch Investment Partners, Inc. | 3,035 | $290.1K | 0.00% | −17,479−85.2% | Reduced |
| Teachers Retirement System of the State of Kentucky | 3,103 | $297.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 3,115 | $297.8K | 0.00% | −488−13.5% | Reduced |
| Pathstone Holdings, LLC | 3,163 | $302.4K | 0.00% | −388−10.9% | Reduced |
| Cornerstone Investment Partners, LLC | 3,194 | $305.3K | 0.01% | +194+6.5% | Added |