New Mountain Finance Corp
NMFC- Exchange
- Nasdaq
- SEC CIK
- 0001496099
No open-market purchases or sales by New Mountain Finance Corp insiders were filed in the last 90 days; 143 institutions reported holding it in 13F filings for Q2 2026, worth $207.5M in total; no superinvestor holds it.
Other share classesNMFCZ
13F holders, Q2 2026
Institutional positions in New Mountain Finance Corp as of Jun 30, 2026. 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
- 143
- −9 vs. Q1 2026
- Shares held
- 28.1M
- +490.4K (+1.8%) vs. Q1 2026
- Total value
- $207.5M
- −$6.97M (−3.3%) vs. Q1 2026
- New holders
- 17
- 46 more added
- Sold out
- 26
- 40 more reduced
3 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting NMFC 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 143 | $207.5M |
| Q1 2026 | 155 | $215.8M |
| Q4 2025 | 171 | $349.6M |
| Q3 2025 | 158 | $341.7M |
| Q2 2025 | 164 | $373.3M |
| Q1 2025 | 165 | $363.1M |
| Q4 2024 | 169 | $391.9M |
| Q3 2024 | 169 | $470.3M |
| Q2 2024 | 164 | $476.6M |
| Q1 2024 | 175 | $516.2M |
| Q4 2023 | 167 | $480.4M |
| Q3 2023 | 161 | $423.2M |
| Q2 2023 | 153 | $406.5M |
| Q1 2023 | 148 | $395.7M |
| Q4 2022 | 159 | $406.0M |
| Q3 2022 | 148 | $361.2M |
| Q2 2022 | 159 | $378.3M |
| Q1 2022 | 148 | $422.6M |
| Q4 2021 | 134 | $406.9M |
| Q3 2021 | 124 | $403.0M |
| Q2 2021 | 131 | $409.1M |
| Q1 2021 | 131 | $391.8M |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding New Mountain Finance Corp; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| LSV Asset Management | 3,000,718 | $21.5M | 0.04% | −21,400−0.7% | Reduced |
| UBS Group AG | 2,477,549 | $17.8M | 0.00% | +386,273+18.5% | Added |
| Van Eck Associates Corp | 2,145,047 | $15.4M | 0.01% | +348,872+19.4% | Added |
| Invesco Ltd. | 1,557,647 | $11.2M | 0.00% | −582,030−27.2% | Reduced |
| Russell Investments Group, Ltd. | 1,383,171 | $9.92M | 0.01% | +444,492+47.4% | Added |
| Dimension Capital Management LLC | 1,223,088 | $8.77M | 1.03% | +66,547+5.8% | Added |
| CI Private Wealth, LLC | 1,125,657 | $8.07M | 0.01% | +254,361+29.2% | Added |
| Cerity Partners LLC | 856,875 | $6.14M | 0.01% | −15,969−1.8% | Reduced |
| National Philanthropic Trust | 852,921 | $6.12M | 0.09% | 00.0% | Unchanged |
| Muzinich & Co., Inc. | 850,170 | $6.10M | 2.08% | +1,252+0.1% | Added |
| Pathstone Holdings, LLC | 824,801 | $5.91M | 0.02% | +163,582+24.7% | Added |
| Union Bancaire Privee, UBP SA | 5,193 | $5.90M | 0.06% | 00.0% | Unchanged |
| Legal & General Group Plc | 806,368 | $5.77M | 0.00% | +20,872+2.7% | Added |
| Morgan Stanley | 783,530 | $5.62M | 0.00% | +53,592+7.3% | Added |
| Two Sigma Investments, LP | 707,346 | $5.07M | 0.00% | −129,111−15.4% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 688,578 | $4.94M | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 492,179 | $3.53M | 0.00% | +41,709+9.3% | Added |
| Hennion & Walsh Asset Management, Inc. | 483,324 | $3.47M | 0.10% | −29,761−5.8% | Reduced |
| HighTower Advisors, LLC | 423,799 | $3.04M | 0.00% | +670.0% | Added |
| Colony Group, LLC | 417,618 | $2.99M | 0.00% | +82,833+24.7% | Added |
| BlackRock, Inc. | 347,029 | $2.49M | 0.00% | −5,213−1.5% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 344,000 | $2.47M | 0.00% | 00.0% | Unchanged |
| GraniteShares Advisors LLC | 303,327 | $2.17M | 1.40% | +39,700+15.1% | Added |
| Tranquility Partners, LLC | 284,229 | $2.04M | 0.70% | −32,523−10.3% | Reduced |
| Confluence Investment Management LLC | 277,609 | $1.99M | 0.03% | +380.0% | Added |
| Transcend Wealth Collective, LLC | 266,543 | $1.91M | 0.13% | −4,615−1.7% | Reduced |
| Wells Fargo & Company | 247,262 | $1.77M | 0.00% | −67,245−21.4% | Reduced |
| D. E. Shaw & Co., Inc. | 247,180 | $1.77M | 0.00% | −100,340−28.9% | Reduced |
| Advisors Asset Management, Inc. | 208,610 | $1.50M | 0.02% | +34,945+20.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 187,048 | $1.34M | 0.00% | +99,896+114.6% | Added |
| XTX Topco Ltd | 171,569 | $1.23M | 0.02% | −121,126−41.4% | Reduced |
| Flax Pond Capital, LLC | 156,299 | $1.12M | 0.41% | +156,299 | New |
| State Street Corp | 149,883 | $1.07M | 0.00% | +22,692+17.8% | Added |
| Cerberus Capital Management, L.P. | 145,000 | $1.04M | 0.05% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 141,357 | $1.01M | 0.00% | +107,467+317.1% | Added |
| Rivernorth Capital Management, LLC | 140,634 | $1.01M | 0.05% | +140,634 | New |
| Bank of America Corp | 128,002 | $917.8K | 0.00% | −66,095−34.1% | Reduced |
| Millennium Management LLC | 124,585 | $893.3K | 0.00% | +43,219+53.1% | Added |
| Farther Finance Advisors, LLC | 115,100 | $825.3K | 0.01% | +31,600+37.8% | Added |
| Naviter Wealth, LLC | 112,629 | $807.5K | 0.07% | −19,093−14.5% | Reduced |
| LPL Financial LLC | 110,508 | $792.3K | 0.00% | −13,566−10.9% | Reduced |
| Neuberger Berman Group LLC | 109,540 | $785.4K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 107,870 | $770.0K | 0.00% | +8,883+9.0% | Added |
| Citadel Advisors LLC | 102,852 | $737.4K | 0.00% | +68,170+196.6% | Added |
| Privium Fund Management (UK) Ltd | 100,000 | $717.0K | 0.30% | +100,000 | New |
| Nomura Asset Management International Inc. | 95,300 | $683.0K | 0.00% | 00.0% | Unchanged |
| Caxton Associates LLP | 74,964 | $537.5K | 0.01% | +16,596+28.4% | Added |
| Janney Montgomery Scott LLC | 71,105 | $510.0K | 0.00% | −65−0.1% | Reduced |
| Denali Advisors LLC | 71,110 | $509.9K | 0.05% | −6,775−8.7% | Reduced |
| JPMorgan Chase & Co | 69,560 | $498.7K | 0.00% | −43−0.1% | Reduced |
| Virtus Investment Advisers, Inc. | 67,254 | $482.2K | 0.11% | −22,217−24.8% | Reduced |
| Royal Bank of Canada | 64,805 | $464.0K | 0.00% | +11,455+21.5% | Added |
| VARCOV Co. | 60,017 | $430.3K | 0.16% | −65,060−52.0% | Reduced |
| ExodusPoint Capital Management, LP | 59,412 | $426.0K | 0.00% | −12,049−16.9% | Reduced |
| Mutual Advisors, LLC | 58,707 | $420.9K | 0.01% | +998+1.7% | Added |
| HRT Financial LP | 56,730 | $406.0K | 0.00% | +56,730 | New |
| Palisade Capital Management LLC | 56,326 | $403.9K | 0.02% | −6,795−10.8% | Reduced |
| Equitable Holdings, Inc. | 53,416 | $383.0K | 0.00% | +35,624+200.2% | Added |
| Geode Capital Management, LLC | 53,270 | $381.9K | 0.00% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 51,974 | $372.7K | 0.00% | −239,517−82.2% | Reduced |
| nVerses Capital, LLC | 51,130 | $366.6K | 0.56% | +31,273+157.5% | Added |
| Balyasny Asset Management LLC | 50,806 | $364.3K | 0.00% | −85,252−62.7% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 48,505 | $348.0K | 0.00% | −194,627−80.0% | Reduced |
| Spire Wealth Management | 45,600 | $327.0K | 0.01% | 00.0% | Unchanged |
| Almitas Capital LLC | 45,000 | $322.6K | 0.08% | 00.0% | Unchanged |
| Cetera Investment Advisers | 44,741 | $320.8K | 0.00% | +615+1.4% | Added |
| Nordwand Advisors, LLC | 41,800 | $299.7K | 0.05% | 00.0% | Unchanged |
| Colter Lewis Investment Partners LLC | 39,434 | $282.7K | 0.13% | +331+0.8% | Added |
| MQS Management LLC | 37,762 | $270.8K | 0.33% | +8,866+30.7% | Added |
| Next Capital Management LLC | 37,340 | $267.7K | 0.07% | +7,660+25.8% | Added |
| EP Wealth Advisors, LLC | 36,230 | $259.8K | 0.00% | +36,230 | New |
| Flputnam Investment Management Co | 34,731 | $249.0K | 0.00% | +34,731 | New |
| Mackenzie Financial Corp | 33,498 | $240.2K | 0.00% | +23+0.1% | Added |
| NewEdge Wealth, LLC | 33,415 | $239.6K | 0.00% | +3,058+10.1% | Added |
| Fayez Sarofim & Co | 31,317 | $224.5K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 31,098 | $223.6K | 0.01% | −1,179−3.7% | Reduced |
| Oppenheimer & Co Inc | 30,292 | $217.2K | 0.00% | −210−0.7% | Reduced |
| Sanctuary Advisors, LLC | 30,292 | $217.2K | 0.00% | 00.0% | Unchanged |
| Closed-End Fund Advisors, Inc. | 25,888 | $185.6K | 0.18% | +3,169+13.9% | Added |
| Generali Investments CEE, investicni spolecnost, a.s. | 25,251 | $181.1K | 0.01% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 25,169 | $180.5K | 0.00% | +13,169+109.7% | Added |
| CenterStar Asset Management, LLC | 24,400 | $174.8K | 0.14% | 00.0% | Unchanged |
| Miller Global Investments, LLC | 23,815 | $170.8K | 0.14% | 00.0% | Unchanged |
| Captrust Financial Advisors | 23,044 | $165.2K | 0.00% | −165−0.7% | Reduced |
| Advyzon Investment Management, LLC | 22,642 | $162.3K | 0.01% | −88−0.4% | Reduced |
| Empower Advisory Group, LLC | 22,206 | $159.2K | 0.00% | 00.0% | Unchanged |
| Chilton Investment Co LLC | 22,020 | $157.9K | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Inc | 21,658 | $155.3K | 0.00% | +5,677+35.5% | Added |
| Lido Advisors, LLC | 21,538 | $154.4K | 0.00% | +30+0.1% | Added |
| Stifel Financial Corp | 21,091 | $151.2K | 0.00% | −4,299−16.9% | Reduced |
| Northern Trust Corp | 18,876 | $135.3K | 0.00% | −11,693−38.3% | Reduced |
| PFG Investments, LLC | 18,718 | $134.2K | 0.01% | −999−5.1% | Reduced |
| Squarepoint Ops LLC | 18,619 | $133.5K | 0.00% | +18,619 | New |
| Jane Street Group, LLC | 18,485 | $132.5K | 0.00% | −6,524−26.1% | Reduced |
| Stonebridge Financial Group, LLC | 18,530 | $132.0K | 0.02% | +18,530 | New |
| Glenview Trust Co | 17,500 | $125.5K | 0.00% | 00.0% | Unchanged |
| Apella Capital, LLC | 17,525 | $123.6K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 16,500 | $118.3K | 0.00% | +500+3.1% | Added |
| Genesee Capital Advisors, LLC | 16,447 | $117.9K | 0.04% | +551+3.5% | Added |
| Sanders Morris Harris LLC | 16,375 | $117.4K | 0.07% | 00.0% | Unchanged |