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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.

Institutional holdersQ2 2026: 258 institutions
Q1 2021: 137 institutionsQ2 2021: 142 institutionsQ3 2021: 142 institutionsQ4 2021: 144 institutionsQ1 2022: 169 institutionsQ2 2022: 168 institutionsQ3 2022: 162 institutionsQ4 2022: 191 institutionsQ1 2023: 182 institutionsQ2 2023: 177 institutionsQ3 2023: 177 institutionsQ4 2023: 179 institutionsQ1 2024: 173 institutionsQ2 2024: 176 institutionsQ3 2024: 194 institutionsQ4 2024: 210 institutionsQ1 2025: 215 institutionsQ2 2025: 213 institutionsQ3 2025: 235 institutionsQ4 2025: 225 institutionsQ1 2026: 241 institutionsQ2 2026: 258 institutions
Value heldQ2 2026: $1.52B
Q1 2021: $694.2MQ2 2021: $781.4MQ3 2021: $795.7MQ4 2021: $870.8MQ1 2022: $1.06BQ2 2022: $709.5MQ3 2022: $654.9MQ4 2022: $918.4MQ1 2023: $870.0MQ2 2023: $834.2MQ3 2023: $736.5MQ4 2023: $818.2MQ1 2024: $920.8MQ2 2024: $799.2MQ3 2024: $911.0MQ4 2024: $934.6MQ1 2025: $931.8MQ2 2025: $1.02BQ3 2025: $1.23BQ4 2025: $1.08BQ1 2026: $1.07BQ2 2026: $1.52B
Institutions holding MCRI and their total value by quarter
QuarterHoldersValue
Q2 2026258$1.52B
Q1 2026241$1.07B
Q4 2025225$1.08B
Q3 2025235$1.23B
Q2 2025213$1.02B
Q1 2025215$931.8M
Q4 2024210$934.6M
Q3 2024194$911.0M
Q2 2024176$799.2M
Q1 2024173$920.8M
Q4 2023179$818.2M
Q3 2023177$736.5M
Q2 2023177$834.2M
Q1 2023182$870.0M
Q4 2022191$918.4M
Q3 2022162$654.9M
Q2 2022168$709.5M
Q1 2022169$1.06B
Q4 2021144$870.8M
Q3 2021142$795.7M
Q2 2021142$781.4M
Q1 2021137$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.

Institutions holding MCRI in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Golden State Wealth Management, LLC666$87.7K0.01%00.0%Unchanged
TD Private Client Wealth LLC479$63.0K0.00%00.0%Unchanged
Ronald Blue Trust, Inc.472$62.1K0.00%−15−3.1%Reduced
Global Retirement Partners, LLC435$57.3K0.00%+435New
SRS Capital Advisors, Inc.411$54.1K0.00%+287+231.5%Added
Versant Capital Management, Inc360$47.4K0.00%00.0%Unchanged
Richardson Financial Services Inc.358$47.1K0.03%+150+72.1%Added
Farther Finance Advisors, LLC356$47.0K0.00%−204−36.4%Reduced
Pinnacle Wealth Planning Services, Inc.350$46.1K0.00%+7+2.0%Added
Assetmark, Inc323$42.5K0.00%+189+141.0%Added
Allworth Financial LP311$40.9K0.00%+99+46.7%Added
Huntington National Bank284$37.4K0.00%−36−11.3%Reduced
IFP Advisors, Inc261$34.4K0.00%+190+267.6%Added
Umb Bank N A247$32.5K0.00%+4+1.6%Added
Bessemer Group Inc175$23.0K0.00%00.0%Unchanged
Nykredit A/S172$22.6K0.00%+172New
Public Employees Retirement System of Ohio171$22.5K0.00%+5+3.0%Added
Markowski Investments158$20.8K0.00%+158New
Private Trust Co NA143$18.8K0.00%−12−7.7%Reduced
Massmutual Trust Co FSB130$17.1K0.00%00.0%Unchanged
Covestor Ltd104$14.0K0.01%+11+11.8%Added
Harbor Capital Advisors, Inc.96$13.0K0.00%00.0%Unchanged
Rothschild Investment LLC95$12.5K0.00%+7+8.0%Added
Hantz Financial Services, Inc.89$12.0K0.00%+1+1.1%Added
Continuum Advisory, LLC91$12.0K0.00%+91New
EverSource Wealth Advisors, LLC90$11.8K0.00%−150−62.5%Reduced
Optiver Holding B.V.80$10.5K0.00%+80New
Valued Wealth Advisors LLC68$8.95K0.00%+15+28.3%Added
Whittier Trust Co of Nevada Inc70$8.88K0.00%00.0%Unchanged
Salomon & Ludwin, LLC62$8.07K0.00%00.0%Unchanged
Smartleaf Asset Management LLC52$6.92K0.00%00.0%Unchanged
Private Wealth Management Group, LLC49$6.45K0.00%−41−45.6%Reduced
Essential Partners LLC48$6.32K0.00%−188−79.7%Reduced
Sterling Capital Management LLC43$5.66K0.00%−40−48.2%Reduced
Parkside Financial Bank & Trust35$4.61K0.00%00.0%Unchanged
Altshuler Shaham Ltd35$4.61K0.00%+35New
Picton Mahoney Asset Management34$4.47K0.00%+19+126.7%Added
True Wealth Design, LLC31$4.08K0.00%−1−3.1%Reduced
Northwestern Mutual Wealth Management Co24$3.16K0.00%+6+33.3%Added
Basecamp Wealth Advisors LLC23$3.03K0.00%+3+15.0%Added
JPL Wealth Management, LLC19$2.50K0.00%00.0%Unchanged
Larson Financial Group LLC16$2.11K0.00%00.0%Unchanged
SJS Investment Consulting Inc.16$2.11K0.00%00.0%Unchanged
Keating Financial Advisory Services, Inc.16$2.11K0.00%+1+6.7%Added
Quarry LP15$1.97K0.00%+15New
Clearstead Advisors, LLC13$1.71K0.00%+13New
UMA Financial Services, Inc.13$1.71K0.00%00.0%Unchanged
Kilter Group LLC13$1.71K0.00%00.0%Unchanged
Rockefeller Capital Management L.P.11$1.45K0.00%+3+37.5%Added
Manchester Capital Management LLC9$1.19K0.00%00.0%Unchanged
Transamerica Financial Advisors, Inc.9$1.18K0.00%+9New
Gilpin Wealth Management, LLC2$2640.00%00.0%Unchanged
JFS Wealth Advisors, LLC2$2640.00%+2New
Hughes Financial Services, LLC2$2630.00%+1+100.0%Added
Plante Moran Financial Advisors, LLC1$1320.00%+1New
Davis Capital Management1$1320.00%+1New
Silver Grove Financial Group, Inc.1$1320.00%+1New
Evolution Advisers, Inc.1$00.00%+1New
Jane Street Group, LLC0$00.00%−44,064−100.0%Sold out
Y-Intercept (Hong Kong) Ltd0$00.00%−28,154−100.0%Sold out
HRT Financial LP0$00.00%−22,491−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−9,015−100.0%Sold out
Voloridge Investment Management, LLC0$00.00%−7,670−100.0%Sold out
HSBC Holdings PLC0$00.00%−7,521−100.0%Sold out
Magnetar Financial LLC0$00.00%−7,552−100.0%Sold out
Vident Advisory, LLC0$00.00%−7,130−100.0%Sold out
Quadrature Capital Ltd0$00.00%−4,926−100.0%Sold out
Panagora Asset Management Inc0$00.00%−3,267−100.0%Sold out
Epoch Investment Partners, Inc.0$00.00%−3,035−100.0%Sold out
Los Angeles Capital Management LLC0$00.00%−2,950−100.0%Sold out
Polymer Capital Management (US) LLC0$00.00%−2,926−100.0%Sold out
Aristides Capital LLC0$00.00%−2,554−100.0%Sold out
HighTower Advisors, LLC0$00.00%−2,529−100.0%Sold out
Dark Forest Capital Management LP0$00.00%−2,504−100.0%Sold out
Verition Fund Management LLC0$00.00%−2,286−100.0%Sold out
Aquatic Capital Management LLC0$00.00%−1,564−100.0%Sold out
Independence Bank of Kentucky0$00.00%−1,173−100.0%Sold out
MAI Capital Management0$00.00%−333−100.0%Sold out
Quadrant Capital Group LLC0$00.00%−240−100.0%Sold out
Aster Capital Management (DIFC) Ltd0$00.00%−153−100.0%Sold out
Intentional Wealth Strategies, LLC0$00.00%−78−100.0%Sold out
Root Financial Partners, LLC0$00.00%−56−100.0%Sold out
Twin Peaks Wealth Advisors, LLC0$00.00%−28−100.0%Sold out
Wealth Preservation Advisors, LLC0$00.00%−19−100.0%Sold out
Dogwood Wealth Management LLC0$00.00%−14−100.0%Sold out
Frazier Financial Advisors, LLC0$00.00%−3−100.0%Sold out
Skopos Labs, Inc.––––Not filed
Janus Henderson Group PLC––––Not filed
CWM, LLC––––Not filed
Sunbelt Securities, Inc.––––Not filed