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Monroe Capital Corp

MRCCDelisted Apr 14, 2026

Monroe Capital Corp was delisted on Apr 14, 2026; its insiders filed their last Form 4 on Apr 27, 2026; 74 institutions reported holding it in 13F filings for Q1 2026, worth $28.4M in total; no superinvestor held it.

13F holders, Q1 2021

Institutional positions in Monroe Capital Corp as of Mar 31, 2021. 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
71
No complete 13F data for Q4 2020
Shares held
4.38M
No complete 13F data for Q4 2020
Total value
$44.0M
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting MRCC 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 holdersQ1 2021: 71 institutions
Q1 2021: 71 institutionsQ2 2021: 68 institutionsQ3 2021: 68 institutionsQ4 2021: 71 institutionsQ1 2022: 65 institutionsQ2 2022: 79 institutionsQ3 2022: 74 institutionsQ4 2022: 81 institutionsQ1 2023: 82 institutionsQ2 2023: 76 institutionsQ3 2023: 80 institutionsQ4 2023: 82 institutionsQ1 2024: 82 institutionsQ2 2024: 82 institutionsQ3 2024: 80 institutionsQ4 2024: 79 institutionsQ1 2025: 79 institutionsQ2 2025: 75 institutionsQ3 2025: 84 institutionsQ4 2025: 79 institutionsQ1 2026: 74 institutionsQ2 2026: 0 institutions
Value heldQ1 2021: $44.0M
Q1 2021: $44.0MQ2 2021: $46.5MQ3 2021: $44.4MQ4 2021: $48.4MQ1 2022: $42.3MQ2 2022: $37.9MQ3 2022: $29.8MQ4 2022: $38.3MQ1 2023: $31.1MQ2 2023: $33.2MQ3 2023: $27.5MQ4 2023: $27.7MQ1 2024: $27.8MQ2 2024: $25.0MQ3 2024: $26.3MQ4 2024: $29.6MQ1 2025: $27.8MQ2 2025: $20.7MQ3 2025: $30.0MQ4 2025: $36.3MQ1 2026: $28.4MQ2 2026: $0
Institutions holding MRCC and their total value by quarter
QuarterHoldersValue
Q2 20260$0
Q1 202674$28.4M
Q4 202579$36.3M
Q3 202584$30.0M
Q2 202575$20.7M
Q1 202579$27.8M
Q4 202479$29.6M
Q3 202480$26.3M
Q2 202482$25.0M
Q1 202482$27.8M
Q4 202382$27.7M
Q3 202380$27.5M
Q2 202376$33.2M
Q1 202382$31.1M
Q4 202281$38.3M
Q3 202274$29.8M
Q2 202279$37.9M
Q1 202265$42.3M
Q4 202171$48.4M
Q3 202168$44.4M
Q2 202168$46.5M
Q1 202171$44.0M

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Monroe Capital Corp.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding MRCC in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
FMR LLC1$00.00%––
Simplex Trading, LLC126$1.00K0.00%––
Tower Research Capital LLC (TRC)313$3.00K0.00%––
Ameritas Investment Company, LLC306$3.07K0.00%––
North Star Investment Management Corp.700$7.00K0.00%––
Gradient Investments LLC1,000$10.0K0.00%––
Bartlett & Co. LLC1,117$11.0K0.00%––
Bartlett & Co. Wealth Management LLC1,117$11.2K0.00%––
Harbour Investments, Inc.2,072$21.0K0.00%––
CoreFirst Bank & Trust2,400$24.0K0.02%––
Northwestern Mutual Wealth Management Co2,533$25.0K0.00%––
Newbridge Financial Services Group, Inc.2,500$25.0K0.02%––
Crewe Advisors LLC2,800$28.0K0.01%––
Eudaimonia Partners, LLC3,000$30.0K0.01%––
Wells Fargo & Company5,326$53.0K0.00%––
JPMorgan Chase & Co6,000$60.0K0.00%––
Great West Life Assurance Co6,485$64.0K0.00%––
International Assets Investment Management, LLC7,950$64.0K0.01%––
GPS Wealth Strategies Group, LLC7,450$74.0K0.02%––
Calton & Associates, Inc.10,657$107.0K0.02%––
Bank of America Corp10,988$110.0K0.00%––
Asset Management Corp11,136$112.0K0.08%––
Independent Financial Group, LLC12,386$124.4K0.02%––
Acadian Asset Management LLC13,424$135.0K0.00%––
Dorsey & Whitney Trust CO LLC13,605$137.0K0.01%––
Creative Financial Designs Inc13,774$138.0K0.03%––
Quadrature Capital Ltd14,257$143.0K0.01%––
Virtu Financial LLC15,884$159.0K0.01%––
Southeast Asset Advisors Inc.16,000$161.0K0.03%––
Alera Investment Advisors, LLC16,026$161.0K0.05%––
Baird Financial Group, Inc.16,685$168.0K0.00%––
Chicago Partners Investment Group LLC16,202$171.0K0.01%––
Centric Wealth Management17,000$171.0K0.05%––
Breiter Capital Management Inc17,153$172.0K0.18%––
LPL Financial LLC17,504$176.0K0.00%––
CIBC Private Wealth Group, LLC17,676$177.0K0.00%––
Citadel Advisors LLC18,172$183.0K0.00%––
Truist Financial Corp19,313$194.0K0.00%––
Lindbrook Capital, LLC20,000$201.0K0.05%––
LaFleur & Godfrey LLC21,800$219.0K0.04%––
Raymond James & Associates23,522$236.0K0.00%––
Virtus ETF Advisers LLC24,915$250.0K0.11%––
Rockefeller Capital Management L.P.25,013$251.0K0.00%––
Royal Bank of Canada28,045$282.0K0.00%––
Claybrook Capital, LLC30,543$307.0K0.18%––
Freestone Capital Holdings, LLC32,390$325.0K0.02%––
UBS Group AG33,638$338.0K0.00%––
Stephens Inc35,205$353.0K0.01%––
Morgan Stanley36,160$363.0K0.00%––
Janney Montgomery Scott LLC38,140$383.0K0.00%––
California Public Employees Retirement System42,400$426.0K0.00%––
GYL Financial Synergies, LLC43,849$440.0K0.24%––
Balentine LLC47,541$477.0K0.02%––
Mackenzie Financial Corp49,994$502.0K0.00%––
Ashfield Capital Partners, LLC53,014$532.0K0.04%––
Cerity Partners LLC60,212$605.0K0.01%––
Oppenheimer & Co Inc65,168$654.0K0.01%––
Mercer Global Advisors Inc69,158$694.0K0.01%––
Bridgeway Capital Management, LLC73,700$740.0K0.01%––
Sunbelt Securities, Inc.75,484$758.0K0.15%––
Fiera Capital Corp84,004$843.0K0.00%––
McKinley Capital Management LLC /Delaware103,892$1.04M0.08%––
BlackRock Inc.116,969$1.17M0.00%––
Two Sigma Advisers, LP123,900$1.24M0.00%––
Commonwealth Equity Services, LLC141,522$1.42M0.00%––
Advisors Asset Management, Inc.146,120$1.47M0.02%––
Two Sigma Investments, LP156,355$1.57M0.00%––
Envestnet Asset Management Inc183,258$1.84M0.00%––
Blair William & Co547,147$5.49M0.02%––
Cliffwater LLC672,574$6.75M1.61%––
Advisor Group Holdings, Inc.838,029$8.41M0.02%––