MCRI · Company research
Monarch Casino & Resort Inc (MCRI): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
80records availableConsumer
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| Emmett Investment Management, LP | 2042845 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8855 | 1151947 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| CRAWFORD INVESTMENT COUNSEL INC | 837592 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 61964 | 8155022 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| SIMPLEX TRADING, LLC | 1488542 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 600 | 78966 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| JONES FINANCIAL COMPANIES LLLP | 815917 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5667 | 758641 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| PRINCIPAL FINANCIAL GROUP INC | 1126328 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 65502 | 8620718 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| DAVENPORT & Co LLC | 887777 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 522646 | 69147126 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| GROUP ONE TRADING LLC | 932540 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18900 | 2487429 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Private Wealth Management Group, LLC | 2011342 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 49 | 6449 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| Westover Capital Advisors, LLC | 1483467 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7503 | 987470 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Cornerstone Investment Partners, LLC | 1328062 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3320 | 436945 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Vest Financial, LLC | 1709632 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15615 | 2055090 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| IEQ CAPITAL, LLC | 1779789 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8978 | 1181602 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Covestor Ltd | 1909846 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 104 | 14 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Amundi | 1330387 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2878 | 378774 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| EverSource Wealth Advisors, LLC | 1710537 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16 | 2106 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| Assenagon Asset Management S.A. | 1546007 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5387 | 708983 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 1536186 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8118 | 1068410 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| EntryPoint Capital, LLC | 1992519 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6182 | 813613 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Creative Planning | 1540235 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 71715 | 9438411 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| CITIGROUP INC | 831001 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16673 | 2194334 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| ArrowMark Colorado Holdings LLC | 1483859 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 33782 | 4446049 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| ENVESTNET ASSET MANAGEMENT INC | 1407543 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 47138 | 6203791 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Versant Capital Management, Inc | 1735057 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 360 | 47380 | — | — | — | Jul 2, 2026 | SEC_13F_DATASET |
| Rockefeller Capital Management L.P. | 1739439 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7 | 921 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| AdvisorShares Investments LLC | 1425930 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9656 | 1270826 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Wakefield Asset Management LLLP | 1600435 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12298 | 1618540 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Vanguard Personalized Indexing Management, LLC | 1767306 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2133 | 280724 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| SIGNATUREFD, LLC | 1456048 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 777 | 102261 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| LAZARD ASSET MANAGEMENT LLC | 1207017 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 64527 | 8492398 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1446194 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16000 | 2105760 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 884546 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 155165 | 20421266 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Smartleaf Asset Management LLC | 2010393 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 52 | 6925 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Trexquant Investment LP | 1633445 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 32492 | 4276272 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| MassMutual Private Wealth & Trust, FSB | 1103653 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 130 | 17109 | — | — | — | Jul 2, 2026 | SEC_13F_DATASET |
| PRICE T ROWE ASSOCIATES INC /MD/ | 80255 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 305640 | 40226 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Swiss National Bank | 1582202 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 25311 | 3331181 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| AQR CAPITAL MANAGEMENT LLC | 1167557 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 170980 | 22502683 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 884414 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 41616 | 5477082 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Able Wealth Management LLC | 2011908 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1973 | 216235 | — | — | — | Jul 29, 2026 | SEC_13F_DATASET |
| Brevan Howard Capital Management LP | 1512857 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2036 | 267958 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 1005354 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 21275 | 2800003 | — | — | — | Aug 25, 2026 | SEC_13F_DATASET |
| BANK OF AMERICA CORP /DE/ | 70858 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 23765 | 3127712 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Empirical Asset Management, LLC | 1926596 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1561 | 205443 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Salomon & Ludwin, LLC | 1766156 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 62 | 8066 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Allworth Financial LP | 1555170 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 311 | 40931 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| NISA INVESTMENT ADVISORS, LLC | 937615 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3288 | 432734 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| SG Americas Securities, LLC | 1313360 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10668 | 1404 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | 1278678 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1700 | 224 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| Keating Financial Advisory Services, Inc. | 2103443 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16 | 2106 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| NEW YORK STATE COMMON RETIREMENT FUND | 810265 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5014 | 659893 | — | — | — | Jul 29, 2026 | SEC_13F_DATASET |
| Russell Investments Group, Ltd. | 1692234 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 554 | 72881 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Blue Trust, Inc. | 1856022 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 472 | 62091 | — | — | — | Jul 21, 2026 | SEC_13F_DATASET |
| MEEDER ASSET MANAGEMENT INC | 809443 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 882 | 116080 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| BRASADA CAPITAL MANAGEMENT, LP | 1643833 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7000 | 921270 | — | — | — | Aug 17, 2026 | SEC_13F_DATASET |
| FIRST TRUST ADVISORS LP | 1125816 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 246379 | 32425945 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| OCCUDO QUANTITATIVE STRATEGIES LP | 1819697 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3687 | 485246 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 1007280 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 171 | 22505 | — | — | — | Aug 17, 2026 | SEC_13F_DATASET |
| Kilter Group LLC | 2058915 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13 | 1711 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 1705339 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5643 | 742675 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Parallel Advisors, LLC | 1690010 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 749 | 98576 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| CAPSTONE INVESTMENT ADVISORS, LLC | 1426196 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4804 | 632254 | — | — | — | Aug 17, 2026 | SEC_13F_DATASET |
| ROYAL BANK OF CANADA | 1000275 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6318 | 832000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| TEACHER RETIREMENT SYSTEM OF TEXAS | 796848 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 64173 | 8445808 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Empowered Funds, LLC | 1592828 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1708 | 224790 | — | — | — | Aug 17, 2026 | SEC_13F_DATASET |
| RAYMOND JAMES FINANCIAL INC | 720005 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 93559 | 12313299 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| TD PRIVATE CLIENT WEALTH LLC | 1551017 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 479 | 63041 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Nuveen, LLC | 1871926 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 107726 | 14177819 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| DEUTSCHE BANK AG\ | 948046 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12762 | 1679607 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| WELLS FARGO & COMPANY/MN | 72971 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20763 | 2732553 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| GOLDMAN SACHS GROUP INC | 886982 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 81450 | 10719635 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Vise Technologies, Inc. | 1812090 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2517 | 331269 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 1107314 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2767 | 364165 | — | — | — | Jul 29, 2026 | SEC_13F_DATASET |
| Nykredit A/S | 1847328 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 172 | 22637 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Basecamp Wealth Advisors LLC | 2115254 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 23 | 3027 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| denkapparat Operations GmbH | 1999514 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3218 | 423521 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Clark Capital Management Group, Inc. | 1352187 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 136129 | 17915952 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| INCEPTIONR LLC | 1821561 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1775 | 233608 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| RITHOLTZ WEALTH MANAGEMENT | 1698218 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18097 | 2381722 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| FIDELITY D & D BANCORP INC | 1098151 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3000 | 394830 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Global Retirement Partners, LLC | 1749744 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 435 | 57250 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.