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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 $200.9M in total; no superinvestor holds it.

Other share classesNMFCZ

13F holders, Q1 2021

Institutional positions in New Mountain Finance Corp as of Mar 31, 2021. 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
131
No complete 13F data for Q4 2020
Shares held
31.6M
No complete 13F data for Q4 2020
Total value
$391.7M
No complete 13F data for Q4 2020

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.

Institutional holdersQ1 2021: 131 institutions
Q1 2021: 131 institutionsQ2 2021: 131 institutionsQ3 2021: 124 institutionsQ4 2021: 134 institutionsQ1 2022: 148 institutionsQ2 2022: 159 institutionsQ3 2022: 148 institutionsQ4 2022: 159 institutionsQ1 2023: 148 institutionsQ2 2023: 153 institutionsQ3 2023: 161 institutionsQ4 2023: 167 institutionsQ1 2024: 175 institutionsQ2 2024: 164 institutionsQ3 2024: 169 institutionsQ4 2024: 169 institutionsQ1 2025: 165 institutionsQ2 2025: 164 institutionsQ3 2025: 158 institutionsQ4 2025: 171 institutionsQ1 2026: 155 institutionsQ2 2026: 143 institutions
Value heldQ1 2021: $391.7M
Q1 2021: $391.7MQ2 2021: $409.1MQ3 2021: $403.0MQ4 2021: $406.9MQ1 2022: $422.6MQ2 2022: $378.3MQ3 2022: $361.2MQ4 2022: $406.0MQ1 2023: $389.2MQ2 2023: $406.3MQ3 2023: $423.2MQ4 2023: $438.3MQ1 2024: $445.4MQ2 2024: $440.3MQ3 2024: $424.0MQ4 2024: $391.6MQ1 2025: $363.1MQ2 2025: $328.4MQ3 2025: $284.1MQ4 2025: $310.2MQ1 2026: $215.8MQ2 2026: $200.9M
Institutions holding NMFC and their total value by quarter
QuarterHoldersValue
Q2 2026143$200.9M
Q1 2026155$215.8M
Q4 2025171$310.2M
Q3 2025158$284.1M
Q2 2025164$328.4M
Q1 2025165$363.1M
Q4 2024169$391.6M
Q3 2024169$424.0M
Q2 2024164$440.3M
Q1 2024175$445.4M
Q4 2023167$438.3M
Q3 2023161$423.2M
Q2 2023153$406.3M
Q1 2023148$389.2M
Q4 2022159$406.0M
Q3 2022148$361.2M
Q2 2022159$378.3M
Q1 2022148$422.6M
Q4 2021134$406.9M
Q3 2021124$403.0M
Q2 2021131$409.1M
Q1 2021131$391.7M

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding New Mountain Finance Corp.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding NMFC in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Wells Fargo & Company3,587,926$44.5M0.01%––
Round Table Services, LLC2,598,847$32.2M7.80%––
LSV Asset Management2,177,498$27.0M0.05%––
Dimension Capital Management LLC2,065,887$25.6M6.03%––
Cliffwater LLC1,805,195$22.4M5.33%––
HighTower Advisors, LLC1,689,515$20.9M0.07%––
Morgan Stanley1,631,474$20.2M0.00%––
JPMorgan Chase & Co1,379,469$17.1M0.00%––
Van Eck Associates Corp1,302,723$16.2M0.04%––
Invesco Ltd.1,199,081$14.9M0.00%––
Palisade Capital Management LLC842,310$10.4M0.25%––
Arrowstreet Capital, Limited Partnership739,946$9.18M0.01%––
Legal & General Group Plc675,173$8.38M0.00%––
Advisors Capital Management, LLC624,127$7.74M0.27%––
Neuberger Berman Group LLC551,900$6.84M0.01%––
Muzinich & Co., Inc.550,704$6.83M3.89%––
Sumitomo Mitsui Trust Holdings, Inc.539,162$6.69M0.00%––
Ares Management LLC481,259$5.97M0.29%––
BlackRock Inc.477,378$5.92M0.00%––
Confluence Investment Management LLC461,551$5.72M0.08%––
Chilton Investment Co LLC342,837$4.25M0.12%––
Advisor Group Holdings, Inc.319,925$3.97M0.01%––
UBS Group AG255,188$3.17M0.00%––
Pin Oak Investment Advisors Inc249,860$3.10M2.63%––
Advisors Asset Management, Inc.247,246$3.07M0.05%––
Bank of America Corp232,746$2.88M0.00%––
Guggenheim Capital LLC211,823$2.63M0.02%––
Susquehanna International Group, LLP206,994$2.57M0.00%––
Royal Bank of Canada195,199$2.42M0.00%––
California Public Employees Retirement System182,200$2.26M0.00%––
Commonwealth Equity Services, LLC168,619$2.09M0.01%––
McKinley Capital Management LLC /Delaware159,717$1.98M0.15%––
Hennion & Walsh Asset Management, Inc.159,627$1.98M0.12%––
Altium Wealth Management LLC136,259$1.69M0.14%––
Alberta Investment Management Corp121,800$1.51M0.01%––
Bramshill Investments, LLC117,245$1.45M0.09%––
Two Sigma Investments, LP111,297$1.38M0.00%––
Sigma Planning Corp109,431$1.36M0.04%––
HRT Financial LP109,369$1.36M0.01%––
Wedbush Securities Inc105,024$1.30M0.07%––
Envestnet Asset Management Inc96,251$1.19M0.00%––
Macquarie Group Ltd95,300$1.18M0.00%––
Janney Montgomery Scott LLC94,720$1.18M0.01%––
Advisory Research Inc94,078$1.17M0.08%––
LPL Financial LLC86,903$1.08M0.00%––
Tudor Investment Corp Et Al85,435$1.06M0.02%––
Ameriprise Financial Inc82,044$1.02M0.00%––
Guild Investment Management, Inc.77,520$961.0K1.03%––
Two Sigma Advisers, LP76,700$951.0K0.00%––
Condor Capital Management76,561$949.0K0.11%––
International Assets Investment Management, LLC72,591$862.0K0.08%––
Spring Creek Investment Management, LLC63,538$788.0K1.28%––
Geode Capital Management, LLC57,266$710.0K0.00%––
Citadel Advisors LLC55,656$690.0K0.00%––
Focus Financial Network, Inc.49,554$614.5K0.07%––
Telemus Capital, LLC46,000$586.0K0.04%––
Qube Research & Technologies Ltd45,202$561.0K0.01%––
Williams Jones Wealth Management, LLC.43,000$533.0K0.01%––
Spire Wealth Management52,856$503.0K0.01%––
Virtus ETF Advisers LLC40,512$502.0K0.21%––
Mackenzie Financial Corp40,207$499.0K0.00%––
Creative Planning39,523$490.0K0.00%––
Cubist Systematic Strategies, LLC39,439$489.0K0.01%––
Parametric Portfolio Associates LLC38,293$475.0K0.00%––
Boston Private Wealth LLC36,349$450.0K0.01%––
Northern Trust Corp34,548$428.0K0.00%––
Dowling & Yahnke LLC34,325$426.0K0.03%––
Cornercap Investment Counsel Inc32,595$404.0K0.05%––
Dynamic Technology Lab Private Ltd29,296$363.0K0.04%––
Roosevelt Investment Group LLC28,476$353.0K0.02%––
Epoch Investment Partners, Inc.28,112$349.0K0.00%––
Oppenheimer & Co Inc26,503$329.0K0.01%––
Great West Life Assurance Co26,526$327.0K0.00%––
Mirae Asset Global Investments Co., Ltd.25,727$319.0K0.00%––
Mutual Advisors, LLC25,498$316.0K0.02%––
Bard Associates Inc24,528$304.0K0.11%––
Raymond James & Associates23,947$297.0K0.00%––
Rothschild Investment Corp23,524$292.0K0.03%––
Sanders Morris Harris LLC21,875$271.0K0.06%––
Marshall Wace, LLP21,126$262.0K0.00%––
Wambolt & Associates, LLC19,341$247.0K0.13%––
Advisory Services Network, LLC19,537$242.0K0.01%––
Rockland Trust Co19,338$240.0K0.02%––
Moloney Securities Asset Management, LLC19,347$240.0K0.05%––
Kennedy Capital Management, Inc.19,243$239.0K0.00%––
Cipher Capital LP19,151$237.0K0.03%––
Allen Investment Management LLC19,010$236.0K0.00%––
Bailard, Inc.18,946$235.0K0.01%––
Truist Financial Corp18,310$227.0K0.00%––
Paloma Partners Management Co18,201$226.0K0.01%––
Private Advisor Group, LLC18,106$225.0K0.00%––
Raymond James Financial Services Advisors, Inc.16,984$211.0K0.00%––
Tranquility Partners, LLC17,055$211.0K0.13%––
Acadian Asset Management LLC15,981$198.0K0.00%––
Perennial Advisors, LLC15,146$188.0K0.06%––
Boenning & Scattergood, Inc.15,000$186.0K0.04%––
Shelton Capital Management14,500$180.0K0.01%––
Goldman Sachs Group Inc14,351$178.0K0.00%––
Victory Capital Management Inc14,315$178.0K0.00%––
Trexquant Investment LP14,183$176.0K0.02%––