MCRI US Equity

MONARCH CASINO & RESORT INC

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Consumer Discretionary · Hotels & Motels · CIK 907242 · FYE 1231

$123.02

+0.23 (+0.19%)

USD · as of 2026-07-29 · marketstack

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Institutional ownership· 13F filers holding MCRI · 2026-Q1 methodology → sources →

238 holders

% of shares outstanding held

63.1%

Shares held (13F)

11,193,989

Reporting holders

238

Top holders

largest 100 of 238 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	BlackRock, Inc.	1,969,6452.0M	$188M	11.10%	—
2	DAVENPORT & Co LLC	841,132841,132	$80M	4.74%	TRIM -10%
3	VANGUARD CAPITAL MANAGEMENT LLC	551,843551,843	$53M	3.11%	NEW†
4	AMERICAN CENTURY COMPANIES INC	510,437510,437	$49M	2.88%	ADD 3%
5	JPMORGAN CHASE & CO	505,648505,648	$48M	2.85%	ADD 4%
6	STATE STREET CORP	484,852484,852	$46M	2.73%	—
7	GEODE CAPITAL MANAGEMENT, LLC	408,559408,559	$39M	2.30%	ADD 3%
8	VANGUARD PORTFOLIO MANAGEMENT LLC	378,326378,326	$36M	2.13%	NEW†
9	FULLER & THALER ASSET MANAGEMENT, INC.	294,010294,010	$28M	1.66%	TRIM -50%
10	ALLIANCEBERNSTEIN L.P.	274,029274,029	$26M	1.54%	ADD 1671%
11	MORGAN STANLEY	224,179224,179	$21M	1.26%	TRIM -8%
12	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	202,858202,858	$19M	1.14%	TRIM -3%
13	FMR LLC	185,087185,087	$18M	1.04%	TRIM -2%
14	DIMENSIONAL FUND ADVISORS LP	168,732168,732	$16M	0.95%	—
15	AQR CAPITAL MANAGEMENT LLC	166,301166,301	$16M	0.94%	ADD 105%
16	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	161,446161,446	$15M	0.91%	ADD 3%
17	Tributary Capital Management, LLC	156,152156,152	$15M	0.88%	TRIM -14%
18	WELLINGTON MANAGEMENT GROUP LLP	153,179153,179	$15M	0.86%	TRIM -4%
19	Qube Research & Technologies Ltd	146,737146,737	$14M	0.83%	TRIM -15%
20	RENAISSANCE TECHNOLOGIES LLC	134,600134,600	$13M	0.76%	TRIM -14%
21	Bank of New York Mellon Corp	128,435128,435	$12M	0.72%	—
22	NORTHERN TRUST CORP	125,444125,444	$12M	0.71%	—
23	Nuveen, LLC	100,058100,058	$10M	0.56%	—
24	ALGERT GLOBAL LLC	94,21494,214	$9M	0.53%	ADD 55%
25	GOLDMAN SACHS GROUP INC	93,28293,282	$9M	0.53%	ADD 7%
26	VANGUARD FIDUCIARY TRUST CO	85,17385,173	$8M	0.48%	NEW
27	CITADEL ADVISORS LLC	84,27284,272	$8M	0.47%	—
28	TEACHER RETIREMENT SYSTEM OF TEXAS	83,64583,645	$8M	0.47%	ADD 5%
29	ACADIAN ASSET MANAGEMENT LLC	82,75782,757	$8M	0.47%	TRIM -10%
30	Hillsdale Investment Management Inc.	80,50080,500	$8M	0.45%	ADD 6%
31	Clark Capital Management Group, Inc.	78,50778,507	$8M	0.44%	ADD 15%
32	PRICE T ROWE ASSOCIATES INC /MD/	69,60769,607	$7M	0.39%	ADD 31%
33	PRINCIPAL FINANCIAL GROUP INC	66,17166,171	$6M	0.37%	TRIM -6%
34	Public Sector Pension Investment Board	66,11066,110	$6M	0.37%	ADD 13%
35	MILLENNIUM MANAGEMENT LLC	64,91164,911	$6M	0.37%	TRIM -22%
36	LAZARD ASSET MANAGEMENT LLC	61,59261,592	$6M	0.35%	ADD 7%
37	CRAWFORD INVESTMENT COUNSEL INC	60,58360,583	$6M	0.34%	ADD 12%
38	Creative Planning	54,60654,606	$5M	0.31%	ADD 104%
39	Invesco Ltd.	53,73053,730	$5M	0.30%	TRIM -72%
40	Emmett Investment Management, LP	52,96052,960	$5M	0.30%	ADD 10%
41	FIRST TRUST ADVISORS LP	51,55851,558	$5M	0.29%	TRIM -5%
42	BANK OF AMERICA CORP /DE/	48,81948,819	$5M	0.28%	ADD 7%
43	RAYMOND JAMES FINANCIAL INC	49,19449,194	$5M	0.28%	TRIM -4%
44	ArrowMark Colorado Holdings LLC	48,23148,231	$5M	0.27%	—
45	ENVESTNET ASSET MANAGEMENT INC	47,15347,153	$5M	0.27%	TRIM -12%
46	JANE STREET GROUP, LLC	44,06444,064	$4M	0.25%	ADD 14%
47	Point72 Asset Management, L.P.	42,34842,348	$4M	0.24%	TRIM -24%
48	VOYA INVESTMENT MANAGEMENT LLC	40,84540,845	$4M	0.23%	TRIM -7%
49	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	38,95038,950	$4M	0.22%	TRIM -18%
50	D. E. Shaw & Co., Inc.	36,71236,712	$4M	0.21%	TRIM -34%
51	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	34,81034,810	$3M	0.20%	—
52	BNP PARIBAS FINANCIAL MARKETS	33,98833,988	$3M	0.19%	ADD 17%
53	VICTORY CAPITAL MANAGEMENT INC	33,87433,874	$3M	0.19%	—
54	SEI INVESTMENTS CO	33,31933,319	$3M	0.19%	ADD 70%
55	UBS Group AG	29,28129,281	$3M	0.16%	TRIM -37%
56	DEUTSCHE BANK AG\	28,68728,687	$3M	0.16%	ADD 4%
57	Y-Intercept (Hong Kong) Ltd	28,15428,154	$3M	0.16%	ADD 57%
58	JACOBS LEVY EQUITY MANAGEMENT, INC	27,30527,305	$3M	0.15%	ADD 22%
59	RHUMBLINE ADVISERS	27,14827,148	$3M	0.15%	—
60	AMERIPRISE FINANCIAL INC	27,13027,130	$3M	0.15%	TRIM -4%
61	JUPITER ASSET MANAGEMENT LTD	27,01827,018	$3M	0.15%	—
62	Legal & General Group Plc	26,91726,917	$3M	0.15%	TRIM -9%
63	RITHOLTZ WEALTH MANAGEMENT	26,13426,134	$2M	0.15%	TRIM -20%
64	Swiss National Bank	25,31125,311	$2M	0.14%	—
65	Brooklyn Investment Group	24,26124,261	$2M	0.14%	NEW
66	HRT FINANCIAL LP	22,49122,491	$2M	0.13%	NEW
67	Man Group plc	22,18622,186	$2M	0.12%	ADD 106%
68	WELLS FARGO & COMPANY/MN	19,64319,643	$2M	0.11%	TRIM -44%
69	GHP Investment Advisors, Inc.	19,60419,604	$2M	0.11%	ADD 12%
70	ROYCE & ASSOCIATES LP	19,16119,161	$2M	0.11%	ADD 5%
71	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	18,14918,149	$2M	0.10%	TRIM -16%
72	BARCLAYS PLC	17,82517,825	$2M	0.10%	TRIM -49%
73	CITIGROUP INC	17,64517,645	$2M	0.10%	ADD 316%
74	Assenagon Asset Management S.A.	16,99516,995	$2M	0.10%	TRIM -57%
75	CAMBIAR INVESTORS LLC	16,87116,871	$2M	0.10%	—
76	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	16,24116,241	$2M	0.09%	TRIM -28%
77	Engineers Gate Manager LP	15,70015,700	$2M	0.09%	ADD 51%
78	Annex Advisory Services, LLC	15,14015,140	$1M	0.09%	TRIM -25%
79	FRANKLIN RESOURCES INC	14,81014,810	$1M	0.08%	TRIM -7%
80	MARTINGALE ASSET MANAGEMENT L P	13,02413,024	$1M	0.07%	ADD 380%
81	Connor, Clark & Lunn Investment Management Ltd.	12,99212,992	$1M	0.07%	TRIM -8%
82	Brevan Howard Capital Management LP	12,83512,835	$1M	0.07%	ADD 10%
83	IEQ CAPITAL, LLC	12,78312,783	$1M	0.07%	ADD 50%
84	SG Americas Securities, LLC	12,76712,767	$1M	0.07%	TRIM -28%
85	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	12,61312,613	$1M	0.07%	—
86	PRUDENTIAL FINANCIAL INC	12,51612,516	$1M	0.07%	ADD 7%
87	XTX Topco Ltd	12,33512,335	$1M	0.07%	NEW
88	Wakefield Asset Management LLLP	12,10712,107	$1M	0.07%	—
89	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	11,54211,542	$1M	0.07%	—
90	LPL Financial LLC	11,08511,085	$1M	0.06%	TRIM -12%
91	TWO SIGMA INVESTMENTS, LP	11,03511,035	$1M	0.06%	NEW
92	Horizon Investments, LLC	10,78310,783	$1M	0.06%	ADD 13%
93	Quantbot Technologies LP	10,70310,703	$1M	0.06%	ADD 857%
94	State of Tennessee, Department of Treasury	10,46010,460	$999,976	0.06%	—
95	CANADA LIFE ASSURANCE Co	10,03010,030	$959,000	0.06%	TRIM -9%
96	AdvisorShares Investments LLC	9,7719,771	$934,108	0.06%	ADD 5%
97	ExodusPoint Capital Management, LP	9,0159,015	$861,834	0.05%	NEW
98	Gotham Asset Management, LLC	8,8898,889	$849,788	0.05%	ADD 60%
99	State of Alaska, Department of Revenue	8,8638,863	$845,000	0.05%	TRIM -4%
100	CANADA PENSION PLAN INVESTMENT BOARD	8,3008,300	$793,480	0.05%	TRIM -62%

† a filer this large appearing as NEW usually reflects a renamed or succeeded filing entity (the old name stops filing the same quarter) — not a brand-new position.

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

BlackRock, Inc.

2.1M

2.0M

1.9M

2.0M

$188M

DAVENPORT & Co LLC

1.3M

1.1M

1.0M

939K

841K

$80M

VANGUARD CAPITAL MANAGEMENT LLC

—

552K

$53M

AMERICAN CENTURY COMPANIES INC

404K

447K

471K

491K

497K

510K

$49M

JPMORGAN CHASE & CO

919K

865K

796K

1.3M

486K

506K

$48M

STATE STREET CORP

519K

489K

487K

483K

476K

485K

$46M

GEODE CAPITAL MANAGEMENT, LLC

314K

327K

392K

386K

397K

409K

$39M

VANGUARD PORTFOLIO MANAGEMENT LLC

—

378K

$36M

FULLER & THALER ASSET MANAGEMENT, INC.

245K

344K

343K

363K

589K

294K

$28M

ALLIANCEBERNSTEIN L.P.

15K

14K

13K

15K

274K

$26M

MORGAN STANLEY

199K

226K

210K

228K

243K

224K

$21M

ARROWSTREET CAPITAL, LIMITED PARTNERSHIP

134K

98K

109K

179K

209K

203K

$19M

FMR LLC

151K

170K

178K

189K

185K

$18M

DIMENSIONAL FUND ADVISORS LP

173K

172K

171K

169K

$16M

AQR CAPITAL MANAGEMENT LLC

42K

58K

55K

62K

81K

166K

$16M

Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

Institutional footprint by quarter

Line breaks are honest gaps — quarters with no 13F record, or a suppressed % — never interpolated. % of shares outstanding uses today's share count for every quarter (the only count stored).

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	238	11,193,989	63.1%	$1.1B
2025-Q4

Short interest has its own tab now — open SI →

Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.

Activists & large holders· Schedule 13D/G beneficial owners · MCRI

Large holders — 13G, passive (top 3 by % of class)

Holder	% of class	Type	As of
BlackRock, Inc.	10.4%	QII	2025-03-31	SEC →
DAVENPORT & Co LLC	4.8%	QII	2026-02-27	SEC →
VANGUARD GROUP INC	0%	QII	2026-03-13	SEC →

Source: SEC Schedule 13D/13G structured XML. 13D = active intent; 13G filers report passively (Rule 13d-1(b) QII / 13d-1(c) Passive / 13d-1(d) Exempt) and are not activists. Percent and delta are the group aggregate the filing reports. Structured 13D/G coverage begins December 2024 (SEC XML mandate).

Institutional ownership· 13F filers holding MCRI · 2026-Q1 methodology → sources →

238 holders

% of shares outstanding held

63.1%

Shares held (13F)

11,193,989

Reporting holders

238

Top holders

largest 100 of 238 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	BlackRock, Inc.	1,969,6452.0M	$188M	11.10%	—
2	DAVENPORT & Co LLC	841,132841,132	$80M	4.74%	TRIM -10%
3	VANGUARD CAPITAL MANAGEMENT LLC	551,843551,843	$53M	3.11%	NEW†
4	AMERICAN CENTURY COMPANIES INC	510,437510,437	$49M	2.88%	ADD 3%
5	JPMORGAN CHASE & CO	505,648505,648	$48M	2.85%	ADD 4%
6	STATE STREET CORP	484,852484,852	$46M	2.73%	—
7	GEODE CAPITAL MANAGEMENT, LLC	408,559408,559	$39M	2.30%	ADD 3%
8	VANGUARD PORTFOLIO MANAGEMENT LLC	378,326378,326	$36M	2.13%	NEW†
9	FULLER & THALER ASSET MANAGEMENT, INC.	294,010294,010	$28M	1.66%	TRIM -50%
10	ALLIANCEBERNSTEIN L.P.	274,029274,029	$26M	1.54%	ADD 1671%
11	MORGAN STANLEY	224,179224,179	$21M	1.26%	TRIM -8%
12	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	202,858202,858	$19M	1.14%	TRIM -3%
13	FMR LLC	185,087185,087	$18M	1.04%	TRIM -2%
14	DIMENSIONAL FUND ADVISORS LP	168,732168,732	$16M	0.95%	—
15	AQR CAPITAL MANAGEMENT LLC	166,301166,301	$16M	0.94%	ADD 105%
16	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	161,446161,446	$15M	0.91%	ADD 3%
17	Tributary Capital Management, LLC	156,152156,152	$15M	0.88%	TRIM -14%
18	WELLINGTON MANAGEMENT GROUP LLP	153,179153,179	$15M	0.86%	TRIM -4%
19	Qube Research & Technologies Ltd	146,737146,737	$14M	0.83%	TRIM -15%
20	RENAISSANCE TECHNOLOGIES LLC	134,600134,600	$13M	0.76%	TRIM -14%
21	Bank of New York Mellon Corp	128,435128,435	$12M	0.72%	—
22	NORTHERN TRUST CORP	125,444125,444	$12M	0.71%	—
23	Nuveen, LLC	100,058100,058	$10M	0.56%	—
24	ALGERT GLOBAL LLC	94,21494,214	$9M	0.53%	ADD 55%
25	GOLDMAN SACHS GROUP INC	93,28293,282	$9M	0.53%	ADD 7%
26	VANGUARD FIDUCIARY TRUST CO	85,17385,173	$8M	0.48%	NEW
27	CITADEL ADVISORS LLC	84,27284,272	$8M	0.47%	—
28	TEACHER RETIREMENT SYSTEM OF TEXAS	83,64583,645	$8M	0.47%	ADD 5%
29	ACADIAN ASSET MANAGEMENT LLC	82,75782,757	$8M	0.47%	TRIM -10%
30	Hillsdale Investment Management Inc.	80,50080,500	$8M	0.45%	ADD 6%
31	Clark Capital Management Group, Inc.	78,50778,507	$8M	0.44%	ADD 15%
32	PRICE T ROWE ASSOCIATES INC /MD/	69,60769,607	$7M	0.39%	ADD 31%
33	PRINCIPAL FINANCIAL GROUP INC	66,17166,171	$6M	0.37%	TRIM -6%
34	Public Sector Pension Investment Board	66,11066,110	$6M	0.37%	ADD 13%
35	MILLENNIUM MANAGEMENT LLC	64,91164,911	$6M	0.37%	TRIM -22%
36	LAZARD ASSET MANAGEMENT LLC	61,59261,592	$6M	0.35%	ADD 7%
37	CRAWFORD INVESTMENT COUNSEL INC	60,58360,583	$6M	0.34%	ADD 12%
38	Creative Planning	54,60654,606	$5M	0.31%	ADD 104%
39	Invesco Ltd.	53,73053,730	$5M	0.30%	TRIM -72%
40	Emmett Investment Management, LP	52,96052,960	$5M	0.30%	ADD 10%
41	FIRST TRUST ADVISORS LP	51,55851,558	$5M	0.29%	TRIM -5%
42	BANK OF AMERICA CORP /DE/	48,81948,819	$5M	0.28%	ADD 7%
43	RAYMOND JAMES FINANCIAL INC	49,19449,194	$5M	0.28%	TRIM -4%
44	ArrowMark Colorado Holdings LLC	48,23148,231	$5M	0.27%	—
45	ENVESTNET ASSET MANAGEMENT INC	47,15347,153	$5M	0.27%	TRIM -12%
46	JANE STREET GROUP, LLC	44,06444,064	$4M	0.25%	ADD 14%
47	Point72 Asset Management, L.P.	42,34842,348	$4M	0.24%	TRIM -24%
48	VOYA INVESTMENT MANAGEMENT LLC	40,84540,845	$4M	0.23%	TRIM -7%
49	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	38,95038,950	$4M	0.22%	TRIM -18%
50	D. E. Shaw & Co., Inc.	36,71236,712	$4M	0.21%	TRIM -34%
51	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	34,81034,810	$3M	0.20%	—
52	BNP PARIBAS FINANCIAL MARKETS	33,98833,988	$3M	0.19%	ADD 17%
53	VICTORY CAPITAL MANAGEMENT INC	33,87433,874	$3M	0.19%	—
54	SEI INVESTMENTS CO	33,31933,319	$3M	0.19%	ADD 70%
55	UBS Group AG	29,28129,281	$3M	0.16%	TRIM -37%
56	DEUTSCHE BANK AG\	28,68728,687	$3M	0.16%	ADD 4%
57	Y-Intercept (Hong Kong) Ltd	28,15428,154	$3M	0.16%	ADD 57%
58	JACOBS LEVY EQUITY MANAGEMENT, INC	27,30527,305	$3M	0.15%	ADD 22%
59	RHUMBLINE ADVISERS	27,14827,148	$3M	0.15%	—
60	AMERIPRISE FINANCIAL INC	27,13027,130	$3M	0.15%	TRIM -4%
61	JUPITER ASSET MANAGEMENT LTD	27,01827,018	$3M	0.15%	—
62	Legal & General Group Plc	26,91726,917	$3M	0.15%	TRIM -9%
63	RITHOLTZ WEALTH MANAGEMENT	26,13426,134	$2M	0.15%	TRIM -20%
64	Swiss National Bank	25,31125,311	$2M	0.14%	—
65	Brooklyn Investment Group	24,26124,261	$2M	0.14%	NEW
66	HRT FINANCIAL LP	22,49122,491	$2M	0.13%	NEW
67	Man Group plc	22,18622,186	$2M	0.12%	ADD 106%
68	WELLS FARGO & COMPANY/MN	19,64319,643	$2M	0.11%	TRIM -44%
69	GHP Investment Advisors, Inc.	19,60419,604	$2M	0.11%	ADD 12%
70	ROYCE & ASSOCIATES LP	19,16119,161	$2M	0.11%	ADD 5%
71	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	18,14918,149	$2M	0.10%	TRIM -16%
72	BARCLAYS PLC	17,82517,825	$2M	0.10%	TRIM -49%
73	CITIGROUP INC	17,64517,645	$2M	0.10%	ADD 316%
74	Assenagon Asset Management S.A.	16,99516,995	$2M	0.10%	TRIM -57%
75	CAMBIAR INVESTORS LLC	16,87116,871	$2M	0.10%	—
76	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	16,24116,241	$2M	0.09%	TRIM -28%
77	Engineers Gate Manager LP	15,70015,700	$2M	0.09%	ADD 51%
78	Annex Advisory Services, LLC	15,14015,140	$1M	0.09%	TRIM -25%
79	FRANKLIN RESOURCES INC	14,81014,810	$1M	0.08%	TRIM -7%
80	MARTINGALE ASSET MANAGEMENT L P	13,02413,024	$1M	0.07%	ADD 380%
81	Connor, Clark & Lunn Investment Management Ltd.	12,99212,992	$1M	0.07%	TRIM -8%
82	Brevan Howard Capital Management LP	12,83512,835	$1M	0.07%	ADD 10%
83	IEQ CAPITAL, LLC	12,78312,783	$1M	0.07%	ADD 50%
84	SG Americas Securities, LLC	12,76712,767	$1M	0.07%	TRIM -28%
85	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	12,61312,613	$1M	0.07%	—
86	PRUDENTIAL FINANCIAL INC	12,51612,516	$1M	0.07%	ADD 7%
87	XTX Topco Ltd	12,33512,335	$1M	0.07%	NEW
88	Wakefield Asset Management LLLP	12,10712,107	$1M	0.07%	—
89	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	11,54211,542	$1M	0.07%	—
90	LPL Financial LLC	11,08511,085	$1M	0.06%	TRIM -12%
91	TWO SIGMA INVESTMENTS, LP	11,03511,035	$1M	0.06%	NEW
92	Horizon Investments, LLC	10,78310,783	$1M	0.06%	ADD 13%
93	Quantbot Technologies LP	10,70310,703	$1M	0.06%	ADD 857%
94	State of Tennessee, Department of Treasury	10,46010,460	$999,976	0.06%	—
95	CANADA LIFE ASSURANCE Co	10,03010,030	$959,000	0.06%	TRIM -9%
96	AdvisorShares Investments LLC	9,7719,771	$934,108	0.06%	ADD 5%
97	ExodusPoint Capital Management, LP	9,0159,015	$861,834	0.05%	NEW
98	Gotham Asset Management, LLC	8,8898,889	$849,788	0.05%	ADD 60%
99	State of Alaska, Department of Revenue	8,8638,863	$845,000	0.05%	TRIM -4%
100	CANADA PENSION PLAN INVESTMENT BOARD	8,3008,300	$793,480	0.05%	TRIM -62%

† a filer this large appearing as NEW usually reflects a renamed or succeeded filing entity (the old name stops filing the same quarter) — not a brand-new position.

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

BlackRock, Inc.

2.1M

2.0M

1.9M

2.0M

$188M

DAVENPORT & Co LLC

1.3M

1.1M

1.0M

939K

841K

$80M

VANGUARD CAPITAL MANAGEMENT LLC

—

552K

$53M

AMERICAN CENTURY COMPANIES INC

404K

447K

471K

491K

497K

510K

$49M

JPMORGAN CHASE & CO

919K

865K

796K

1.3M

486K

506K

$48M

STATE STREET CORP

519K

489K

487K

483K

476K

485K

$46M

GEODE CAPITAL MANAGEMENT, LLC

314K

327K

392K

386K

397K

409K

$39M

VANGUARD PORTFOLIO MANAGEMENT LLC

—

378K

$36M

FULLER & THALER ASSET MANAGEMENT, INC.

245K

344K

343K

363K

589K

294K

$28M

ALLIANCEBERNSTEIN L.P.

15K

14K

13K

15K

274K

$26M

MORGAN STANLEY

199K

226K

210K

228K

243K

224K

$21M

ARROWSTREET CAPITAL, LIMITED PARTNERSHIP

134K

98K

109K

179K

209K

203K

$19M

FMR LLC

151K

170K

178K

189K

185K

$18M

DIMENSIONAL FUND ADVISORS LP

173K

172K

171K

169K

$16M

AQR CAPITAL MANAGEMENT LLC

42K

58K

55K

62K

81K

166K

$16M

Institutional footprint by quarter

Line breaks are honest gaps — quarters with no 13F record, or a suppressed % — never interpolated. % of shares outstanding uses today's share count for every quarter (the only count stored).

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	238	11,193,989	63.1%	$1.1B
2025-Q4

Short interest has its own tab now — open SI →

Activists & large holders· Schedule 13D/G beneficial owners · MCRI

Large holders — 13G, passive (top 3 by % of class)

Holder	% of class	Type	As of
BlackRock, Inc.	10.4%	QII	2025-03-31	SEC →
DAVENPORT & Co LLC	4.8%	QII	2026-02-27	SEC →
VANGUARD GROUP INC	0%	QII	2026-03-13	SEC →

MCRI US Equity☆

Institutional ownership· 13F filers holding MCRI · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

Activists & large holders· Schedule 13D/G beneficial owners · MCRI

Institutional ownership· 13F filers holding MCRI · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

Activists & large holders· Schedule 13D/G beneficial owners · MCRI

MCRI US Equity