Morgan Stanley
MRCC

Morgan Stanley’s Monroe Capital Corp MRCC Stock Holding History

Morgan Stanley’s Portfolio MRCC Stock Details MRCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.7M Buy
1,022,578
+962,929
+1,614% +$5.56M ﹤0.01% 4183
2025
Q4 		$380K Buy
59,649
+1,444
+2% +$9.58K ﹤0.01% 5654
2025
Q3 		$409K Buy
58,205
+3,186
+6% +$21.9K ﹤0.01% 5596
2025
Q2 		$350K Sell
55,019
-6,428
-10% -$43K ﹤0.01% 5626
2025
Q1 		$479K Buy
61,447
+5,907
+11% +$49.3K ﹤0.01% 5347
2024
Q4 		$472K Buy
55,540
+549
+1% +$4.52K ﹤0.01% 5438
2024
Q3 		$444K Buy
54,991
+3,040
+6% +$23.4K ﹤0.01% 5459
2024
Q2 		$395K Sell
51,951
-9,346
-15% -$69K ﹤0.01% 5395
2024
Q1 		$441K Sell
61,297
-49,685
-45% -$360K ﹤0.01% 5370
2023
Q4 		$784K Buy
110,982
+57,124
+106% +$405K ﹤0.01% 5415
2023
Q3 		$401K Buy
53,858
+15,382
+40% +$122K ﹤0.01% 5270
2023
Q2 		$315K Buy
38,476
+2,263
+6% +$17.4K ﹤0.01% 5444
2023
Q1 		$277K Buy
36,213
+10,471
+41% +$85K ﹤0.01% 5553
2022
Q4 		$220K Sell
25,742
-13,633
-35% -$112K ﹤0.01% 5627
2022
Q3 		$285K Buy
39,375
+4,469
+13% +$39.1K ﹤0.01% 5554
2022
Q2 		$315K Sell
34,906
-6,743
-16% -$67.5K ﹤0.01% 5657
2022
Q1 		$449K Buy
41,649
+431
+1% +$4.69K ﹤0.01% 5471
2021
Q4 		$462K Buy
41,218
+722
+2% +$7.83K ﹤0.01% 5598
2021
Q3 		$421K Buy
40,496
+2,859
+8% +$30.9K ﹤0.01% 5602
2021
Q2 		$404K Buy
37,637
+1,477
+4% +$16K ﹤0.01% 5660
2021
Q1 		$363K Buy
36,160
+390
+1% +$3.58K ﹤0.01% 5328
2020
Q4 		$287K Sell
35,770
-177
-0.5% -$1.36K ﹤0.01% 5400
2020
Q3 		$246K Sell
35,947
-11,247
-24% -$76.9K ﹤0.01% 5001
2020
Q2 		$328K Sell
47,194
-2,170
-4% -$16K ﹤0.01% 4821
2020
Q1 		$350K Buy
49,364
+9,013
+22% +$90K ﹤0.01% 4581
2019
Q4 		$439K Buy
40,351
+1,275
+3% +$14K ﹤0.01% 4995
2019
Q3 		$412K Sell
39,076
-19,036
-33% -$205K ﹤0.01% 4778
2019
Q2 		$670K Buy
58,112
+19,551
+51% +$234K ﹤0.01% 4451
2019
Q1 		$469K Sell
38,561
-1,399
-4% -$16.8K ﹤0.01% 4577
2018
Q4 		$384K Buy
39,960
+14,819
+59% +$173K ﹤0.01% 4961
2018
Q3 		$341K Sell
25,141
-8,426
-25% -$115K ﹤0.01% 5202
2018
Q2 		$452K Buy
33,567
+3,226
+11% +$43K ﹤0.01% 5170
2018
Q1 		$373K Sell
30,341
-3,010
-9% -$40.2K ﹤0.01% 5161
2017
Q4 		$459K Buy
33,351
+2,228
+7% +$31.9K ﹤0.01% 5021
2017
Q3 		$445K Buy
31,123
+451
+1% +$6.45K ﹤0.01% 4953
2017
Q2 		$467K Buy
30,672
+519
+2% +$8.08K ﹤0.01% 4842
2017
Q1 		$475K Sell
30,153
-12,562
-29% -$196K ﹤0.01% 4866
2016
Q4 		$656K Sell
42,715
-20,919
-33% -$316K ﹤0.01% 4758
2016
Q3 		$1M Sell
63,634
-2,614
-4% -$40.7K ﹤0.01% 4036
2016
Q2 		$983K Sell
66,248
-12
-0% -$168 ﹤0.01% 3978
2016
Q1 		$918K Sell
66,260
-1,991
-3% -$24.8K ﹤0.01% 4007
2015
Q4 		$893K Sell
68,251
-33,770
-33% -$486K ﹤0.01% 4138
2015
Q3 		$1.42M Buy
102,021
+29,342
+40% +$432K ﹤0.01% 3820
2015
Q2 		$1.08M Buy
72,679
+65,119
+861% +$961K ﹤0.01% 4138
2015
Q1 		$111K Buy
7,560
+3,498
+86% +$51.4K ﹤0.01% 5486
2014
Q4 		$59K Buy
4,062
+29
+0.7% +$406 ﹤0.01% 5759
2014
Q3 		$54K Sell
4,033
-40
-1% -$544 ﹤0.01% 5713
2014
Q2 		$54K Sell
4,073
-3,893
-49% -$52.2K ﹤0.01% 5744
2014
Q1 		$108K Buy
+7,966
New +$104K ﹤0.01% 5416

Other funds holding MRCC

AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
CG
Caprock Group Boise, Idaho $4.12B AUM
QCG
Quadrant Capital Group Cincinnati, Ohio $3.34B AUM 29.16% 1-Year Est. Return
CI
CAZ Investments Houston, Texas $85.6M AUM 156.27% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
LG
LaFleur & Godfrey Grand Rapids, Michigan $842M AUM 24.12% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Morgan Stanley's MRCC Position: Q1 2026 in Review

Morgan Stanley increased its Monroe Capital Corp (MRCC) stake by 1,614% in Q1 2026, buying an estimated $5.56M and bringing the position to 1,022,578 shares worth $4.7M. The position accounts for ﹤0.01% of the portfolio, ranked #4183.

Morgan Stanley first reported a position in MRCC in Q1 2014 and has held it in 49 quarters since. 74 funds tracked by Wall St. Rank hold MRCC as of Q1 2026.

  • Morgan Stanley held 1,022,578 shares of Monroe Capital Corp worth $4.7M as of Q1 2026.
  • Morgan Stanley bought 962,929 Monroe Capital Corp shares in Q1 2026, an estimated $5.56M.
  • Monroe Capital Corp made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #4183 holding.
  • Morgan Stanley first reported a position in Monroe Capital Corp in Q1 2014 and has held it in 49 quarters since.
  • 74 funds tracked by Wall St. Rank held Monroe Capital Corp as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.