Monarch Casino & Resort, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 08/07/2026 | 2.06 M | $270.68 M | 4.42% | 11.52% |
| AMERICAN CENTURY COMPANIES INC | 08/12/2026 | 558.39 K | $73.49 M | 9.39% | 3.13% |
| DAVENPORT & CO LLC | 07/13/2026 | 522.65 K | $69.15 M | -37.86% | 2.93% |
| STATE STREET CORP | 08/07/2026 | 517.60 K | $68.12 M | 6.75% | 2.90% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 516.97 K | $68.04 M | -6.32% | 2.89% |
| JPMORGAN CHASE & CO | 08/12/2026 | 441.83 K | $58.91 M | -12.62% | 2.47% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 426.38 K | $56.12 M | 4.36% | 2.39% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 08/13/2026 | 414.09 K | $54.50 M | 9.45% | 2.32% |
| FULLER & THALER ASSET MANAGEMENT, INC. | 08/12/2026 | 340.32 K | $44.79 M | 15.75% | 1.91% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 08/14/2026 | 322.56 K | $42.45 M | 363.40% | 1.81% |
| ALLIANCEBERNSTEIN L.P. | 08/14/2026 | 268.75 K | $25.69 M | -1.93% | 1.50% |
| FIRST TRUST ADVISORS LP | 08/11/2026 | 249.54 K | $32.84 M | 384.00% | 1.40% |
| MORGAN STANLEY | 08/13/2026 | 204.16 K | $26.87 M | -8.93% | 1.14% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 08/13/2026 | 200.42 K | $26.38 M | -1.20% | 1.12% |
| WELLINGTON MANAGEMENT GROUP LLP | 08/14/2026 | 188.72 K | $24.84 M | 23.20% | 1.06% |
| AQR CAPITAL MANAGEMENT LLC | 08/14/2026 | 172.37 K | $22.69 M | 3.65% | 0.97% |
| DIMENSIONAL FUND ADVISORS LP | 08/11/2026 | 167.86 K | $22.09 M | -0.52% | 0.94% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/14/2026 | 155.17 K | $20.42 M | -3.89% | 0.87% |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 08/14/2026 | 155.17 K | $20.42 M | 100.00% | 0.87% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 148.61 K | $19.56 M | 59.31% | 0.83% |
| CLARK CAPITAL MANAGEMENT GROUP, INC. | 08/11/2026 | 136.13 K | $17.92 M | 73.40% | 0.76% |
| NORTHERN TRUST CORP | 08/13/2026 | 130.10 K | $17.12 M | 3.71% | 0.73% |
| FMR LLC | 08/13/2026 | 129.04 K | $16.98 M | -30.28% | 0.72% |
| BANK OF NEW YORK MELLON CORP | 08/06/2026 | 127.49 K | $16.78 M | -0.74% | 0.71% |
| INVESCO LTD. | 08/14/2026 | 125.81 K | $16.56 M | 134.16% | 0.70% |
| NUVEEN, LLC | 08/11/2026 | 123.97 K | $16.32 M | 23.89% | 0.69% |
| TRIBUTARY CAPITAL MANAGEMENT, LLC | 07/23/2026 | 123.21 K | $16.22 M | -21.10% | 0.69% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 110.97 K | $14.60 M | 125.57% | 0.62% |
| ALGERT GLOBAL LLC | 08/13/2026 | 104.30 K | $13.73 M | 10.71% | 0.58% |
| RENAISSANCE TECHNOLOGIES LLC | 08/13/2026 | 103.81 K | $13.66 M | -22.88% | 0.58% |
| NORGES BANK | 08/12/2026 | 94.30 K | $12.41 M | 100.00% | 0.53% |
| HILLSDALE INVESTMENT MANAGEMENT INC. | 08/12/2026 | 88.50 K | $11.65 M | 9.94% | 0.50% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 08/14/2026 | 86.98 K | $11.45 M | -40.72% | 0.49% |
| ACADIAN ASSET MANAGEMENT LLC | 08/13/2026 | 86.90 K | $11.43 M | 5.01% | 0.49% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 85.90 K | $11.31 M | 0.86% | 0.48% |
| TUDOR INVESTMENT CORP ET AL | 08/14/2026 | 84.98 K | $11.18 M | 100.00% | 0.48% |
| CREATIVE PLANNING | 08/13/2026 | 72.45 K | $9.53 M | 32.67% | 0.41% |
| PRINCIPAL FINANCIAL GROUP INC | 08/04/2026 | 66.44 K | $8.74 M | 0.41% | 0.37% |
| LAZARD ASSET MANAGEMENT LLC | 08/14/2026 | 64.53 K | $8.49 M | 4.77% | 0.36% |
| TEACHER RETIREMENT SYSTEM OF TEXAS | 08/14/2026 | 64.17 K | $8.45 M | -23.28% | 0.36% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 08/13/2026 | 63.24 K | $8.32 M | -4.34% | 0.35% |
| CRAWFORD INVESTMENT COUNSEL INC | 08/14/2026 | 61.96 K | $8.16 M | 2.28% | 0.35% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 47.14 K | $6.20 M | -0.03% | 0.26% |
| UBS GROUP AG | 08/13/2026 | 46.72 K | $6.15 M | 59.57% | 0.26% |
| CITADEL ADVISORS LLC | 09/02/2026 | 44.88 K | $5.91 M | -46.74% | 0.25% |
| MAN GROUP PLC | 08/14/2026 | 44.62 K | $5.87 M | 101.12% | 0.25% |
| BNP PARIBAS ARBITRAGE, SNC | 08/13/2026 | 42.36 K | $5.58 M | 24.64% | 0.24% |
| JANE STREET GROUP, LLC | 08/14/2026 | 41.80 K | $5.50 M | 100.00% | 0.23% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 41.79 K | $5.50 M | -14.39% | 0.23% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 08/14/2026 | 41.62 K | $5.48 M | 52.41% | 0.23% |
Monarch Casino & Resort, Inc. institutional Ownership - FAQ's
During the previous two years, 357 institutional investors and hedge funds held shares of Monarch Casino & Resort, Inc.. The most heavily invested institutionals were:
BlackRock, Inc.: 2.06 M
AMERICAN CENTURY COMPANIES INC: 558,387
DAVENPORT & Co LLC: 522,646
STATE STREET CORP: 517,599
VANGUARD CAPITAL MANAGEMENT LLC: 516,971
JPMORGAN CHASE & CO: 441,829
66.10% of Monarch Casino & Resort, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 18.31 M shares in the last 24 months. This purchase volume represents approximately $1.79 B in transactions.