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, Q2 2026
Institutional positions in Monarch Casino & Resort Inc as of Jun 30, 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
- 258
- +21 vs. Q1 2026
- Shares held
- 11.6M
- +421.2K (+3.8%) vs. Q1 2026
- Total value
- $1.52B
- +$452.2M (+42.2%) vs. Q1 2026
- New holders
- 49
- 93 more added
- Sold out
- 28
- 85 more reduced
4 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Monarch Casino & Resort Inc; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Evolution Advisers, Inc. | 1 | $0 | 0.00% | +1 | New |
| Plante Moran Financial Advisors, LLC | 1 | $132 | 0.00% | +1 | New |
| Davis Capital Management | 1 | $132 | 0.00% | +1 | New |
| Silver Grove Financial Group, Inc. | 1 | $132 | 0.00% | +1 | New |
| Hughes Financial Services, LLC | 2 | $263 | 0.00% | +1+100.0% | Added |
| Gilpin Wealth Management, LLC | 2 | $264 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 2 | $264 | 0.00% | +2 | New |
| Transamerica Financial Advisors, Inc. | 9 | $1.18K | 0.00% | +9 | New |
| Manchester Capital Management LLC | 9 | $1.19K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 11 | $1.45K | 0.00% | +3+37.5% | Added |
| UMA Financial Services, Inc. | 13 | $1.71K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 13 | $1.71K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 13 | $1.71K | 0.00% | +13 | New |
| Quarry LP | 15 | $1.97K | 0.00% | +15 | New |
| Larson Financial Group LLC | 16 | $2.11K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 16 | $2.11K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 16 | $2.11K | 0.00% | +1+6.7% | Added |
| JPL Wealth Management, LLC | 19 | $2.50K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 23 | $3.03K | 0.00% | +3+15.0% | Added |
| Northwestern Mutual Wealth Management Co | 24 | $3.16K | 0.00% | +6+33.3% | Added |
| True Wealth Design, LLC | 31 | $4.08K | 0.00% | −1−3.1% | Reduced |
| Picton Mahoney Asset Management | 34 | $4.47K | 0.00% | +19+126.7% | Added |
| Altshuler Shaham Ltd | 35 | $4.61K | 0.00% | +35 | New |
| Parkside Financial Bank & Trust | 35 | $4.61K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 43 | $5.66K | 0.00% | −40−48.2% | Reduced |
| Essential Partners LLC | 48 | $6.32K | 0.00% | −188−79.7% | Reduced |
| Private Wealth Management Group, LLC | 49 | $6.45K | 0.00% | −41−45.6% | Reduced |
| Smartleaf Asset Management LLC | 52 | $6.92K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 62 | $8.07K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 70 | $8.88K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 68 | $8.95K | 0.00% | +15+28.3% | Added |
| Optiver Holding B.V. | 80 | $10.5K | 0.00% | +80 | New |
| EverSource Wealth Advisors, LLC | 90 | $11.8K | 0.00% | −150−62.5% | Reduced |
| Continuum Advisory, LLC | 91 | $12.0K | 0.00% | +91 | New |
| Hantz Financial Services, Inc. | 89 | $12.0K | 0.00% | +1+1.1% | Added |
| Rothschild Investment LLC | 95 | $12.5K | 0.00% | +7+8.0% | Added |
| Harbor Capital Advisors, Inc. | 96 | $13.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 104 | $14.0K | 0.01% | +11+11.8% | Added |
| Massmutual Trust Co FSB | 130 | $17.1K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 143 | $18.8K | 0.00% | −12−7.7% | Reduced |
| Markowski Investments | 158 | $20.8K | 0.00% | +158 | New |
| Public Employees Retirement System of Ohio | 171 | $22.5K | 0.00% | +5+3.0% | Added |
| Nykredit A/S | 172 | $22.6K | 0.00% | +172 | New |
| Bessemer Group Inc | 175 | $23.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 247 | $32.5K | 0.00% | +4+1.6% | Added |
| IFP Advisors, Inc | 261 | $34.4K | 0.00% | +190+267.6% | Added |
| Huntington National Bank | 284 | $37.4K | 0.00% | −36−11.3% | Reduced |
| Allworth Financial LP | 311 | $40.9K | 0.00% | +99+46.7% | Added |
| Assetmark, Inc | 323 | $42.5K | 0.00% | +189+141.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 350 | $46.1K | 0.00% | +7+2.0% | Added |
| Farther Finance Advisors, LLC | 356 | $47.0K | 0.00% | −204−36.4% | Reduced |
| Richardson Financial Services Inc. | 358 | $47.1K | 0.03% | +150+72.1% | Added |
| Versant Capital Management, Inc | 360 | $47.4K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 411 | $54.1K | 0.00% | +287+231.5% | Added |
| Global Retirement Partners, LLC | 435 | $57.3K | 0.00% | +435 | New |
| Ronald Blue Trust, Inc. | 472 | $62.1K | 0.00% | −15−3.1% | Reduced |
| TD Private Client Wealth LLC | 479 | $63.0K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 666 | $87.7K | 0.01% | 00.0% | Unchanged |
| Globeflex Capital L P | 738 | $97.1K | 0.01% | +70+10.5% | Added |
| Parallel Advisors, LLC | 749 | $98.6K | 0.00% | −387−34.1% | Reduced |
| Signaturefd, LLC | 777 | $102.3K | 0.00% | +339+77.4% | Added |
| Macquarie Group Ltd | 834 | $109.8K | 0.00% | +834 | New |
| Tower Research Capital LLC (TRC) | 892 | $117.4K | 0.00% | −100−10.1% | Reduced |
| Peterson Wealth Management | 1,019 | $134.0K | 0.06% | +3+0.3% | Added |
| Ameritas Investment Partners, Inc. | 1,066 | $140.3K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 1,284 | $169.0K | 0.02% | +596+86.6% | Added |
| Meeder Asset Management Inc | 1,334 | $175.6K | 0.01% | +452+51.2% | Added |
| Whittier Trust Co | 1,476 | $187.7K | 0.00% | 00.0% | Unchanged |
| Empirical Asset Management, LLC | 1,561 | $205.4K | 0.05% | −1,705−52.2% | Reduced |
| CI Private Wealth, LLC | 1,603 | $210.9K | 0.00% | +1,603 | New |
| Able Wealth Management LLC | 1,973 | $216.2K | 0.05% | +1,973 | New |
| Deroy & Devereaux Private Investment Counsel Inc | 1,700 | $224.0K | 0.01% | +1,700 | New |
| Maryland State Retirement & Pension System | 1,738 | $228.7K | 0.00% | +1,738 | New |
| Empowered Funds, LLC | 1,744 | $229.5K | 0.00% | −447−20.4% | Reduced |
| ProShare Advisors LLC | 1,746 | $229.8K | 0.00% | +1,746 | New |
| Coldstream Capital Management Inc | 1,773 | $233.3K | 0.00% | +1,773 | New |
| Inceptionr LLC | 1,775 | $233.6K | 0.06% | +1,775 | New |
| Virtus ETF Advisers LLC | 1,776 | $233.7K | 0.09% | +1,776 | New |
| GAMMA Investing LLC | 1,791 | $235.7K | 0.01% | +126+7.6% | Added |
| Captrust Financial Advisors | 1,800 | $236.9K | 0.00% | +1,800 | New |
| Winton Group Ltd | 1,800 | $236.9K | 0.01% | +1,800 | New |
| Yousif Capital Management, LLC | 1,846 | $243.0K | 0.00% | +1,846 | New |
| Baird Financial Group, Inc. | 1,907 | $251.0K | 0.00% | −369−16.2% | Reduced |
| Ballentine Partners, LLC | 1,951 | $256.8K | 0.00% | +1,951 | New |
| Bank of Montreal | 2,019 | $265.7K | 0.00% | +2,019 | New |
| Brevan Howard Capital Management LP | 2,036 | $268.0K | 0.00% | −10,799−84.1% | Reduced |
| Pictet Asset Management Holding SA | 2,072 | $272.7K | 0.00% | +2,072 | New |
| Federation des caisses Desjardins du Quebec | 2,074 | $272.9K | 0.00% | +669+47.6% | Added |
| Exchange Traded Concepts, LLC | 2,085 | $274.4K | 0.00% | −320−13.3% | Reduced |
| JustInvest LLC | 2,133 | $280.7K | 0.00% | +2,133 | New |
| Centiva Capital, LP | 2,147 | $282.6K | 0.01% | +2,147 | New |
| Janney Montgomery Scott LLC | 2,172 | $286.0K | 0.00% | +2,172 | New |
| Pacer Advisors, Inc. | 2,182 | $287.0K | 0.00% | −49,257−95.8% | Reduced |
| Evergreen Capital Management LLC | 2,198 | $289.3K | 0.01% | −4−0.2% | Reduced |
| Hohimer Wealth Management, LLC | 2,253 | $296.5K | 0.03% | +7+0.3% | Added |
| Moran Wealth Management, LLC | 2,280 | $300.1K | 0.01% | +2,280 | New |
| Freestone Grove Partners LP | 2,309 | $303.9K | 0.00% | −1,630−41.4% | Reduced |
| Jain Global LLC | 2,311 | $304.2K | 0.00% | +2,311 | New |
| Swiss Life Asset Management Ltd | 2,334 | $307.2K | 0.00% | −185−7.3% | Reduced |
| Guggenheim Capital LLC | 2,368 | $311.7K | 0.00% | +2,368 | New |