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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
FMR LLC2$00.00%––
Gradient Investments LLC3$00.00%––
Deutsche Bank AG70$1.00K0.00%––
Benjamin F. Edwards & Company, Inc.67$1.00K0.00%––
Sandy Spring Bank108$1.00K0.00%––
Hexagon Capital Partners LLC150$1.00K0.00%––
Tower Research Capital LLC (TRC)214$3.00K0.00%––
Citigroup Inc290$4.00K0.00%––
Parallel Advisors, LLC300$4.00K0.00%––
Selective Wealth Management, Inc.312$4.00K0.00%––
WealthShield Partners, LLC522$6.00K0.00%––
Newbridge Financial Services Group, Inc.485$6.00K0.00%––
First Horizon Corp1,000$12.0K0.00%––
Healthcare of Ontario Pension Plan Trust Fund1,073$13.0K0.00%––
Graves-Light Private Wealth Management, Inc.1,023$13.0K0.00%––
Rockefeller Capital Management L.P.1,605$19.0K0.00%––
American Portfolios Advisors1,759$21.8K0.00%––
Proequities, Inc.2,456$30.0K0.00%––
Steward Partners Investment Advisory, LLC2,697$33.4K0.00%––
FourThought Financial, LLC3,690$45.0K0.01%––
FNY Investment Advisers, LLC5,750$71.0K0.03%––
Wolverine Asset Management LLC8,674$107.0K0.00%––
Montag A & Associates Inc11,000$136.0K0.01%––
Avalon Investment & Advisory11,250$139.0K0.00%––
D. E. Shaw & Co., Inc.11,695$145.0K0.00%––
Comerica Bank11,182$146.0K0.00%––
National Asset Management, Inc.11,790$147.0K0.01%––
Mercer Global Advisors Inc13,189$164.0K0.00%––
Cambridge Investment Research Advisors, Inc.13,409$166.0K0.00%––
CWA Asset Management Group, LLC13,742$170.0K0.02%––
Calton & Associates, Inc.14,133$175.0K0.03%––
Trexquant Investment LP14,183$176.0K0.02%––
Goldman Sachs Group Inc14,351$178.0K0.00%––
Victory Capital Management Inc14,315$178.0K0.00%––
Shelton Capital Management14,500$180.0K0.01%––
Boenning & Scattergood, Inc.15,000$186.0K0.04%––
Perennial Advisors, LLC15,146$188.0K0.06%––
Acadian Asset Management LLC15,981$198.0K0.00%––
Raymond James Financial Services Advisors, Inc.16,984$211.0K0.00%––
Tranquility Partners, LLC17,055$211.0K0.13%––
Private Advisor Group, LLC18,106$225.0K0.00%––
Paloma Partners Management Co18,201$226.0K0.01%––
Truist Financial Corp18,310$227.0K0.00%––
Bailard, Inc.18,946$235.0K0.01%––
Allen Investment Management LLC19,010$236.0K0.00%––
Cipher Capital LP19,151$237.0K0.03%––
Kennedy Capital Management, Inc.19,243$239.0K0.00%––
Rockland Trust Co19,338$240.0K0.02%––
Moloney Securities Asset Management, LLC19,347$240.0K0.05%––
Advisory Services Network, LLC19,537$242.0K0.01%––
Wambolt & Associates, LLC19,341$247.0K0.13%––
Marshall Wace, LLP21,126$262.0K0.00%––
Sanders Morris Harris LLC21,875$271.0K0.06%––
Rothschild Investment Corp23,524$292.0K0.03%––
Raymond James & Associates23,947$297.0K0.00%––
Bard Associates Inc24,528$304.0K0.11%––
Mutual Advisors, LLC25,498$316.0K0.02%––
Mirae Asset Global Investments Co., Ltd.25,727$319.0K0.00%––
Great West Life Assurance Co26,526$327.0K0.00%––
Oppenheimer & Co Inc26,503$329.0K0.01%––
Epoch Investment Partners, Inc.28,112$349.0K0.00%––
Roosevelt Investment Group LLC28,476$353.0K0.02%––
Dynamic Technology Lab Private Ltd29,296$363.0K0.04%––
Cornercap Investment Counsel Inc32,595$404.0K0.05%––
Dowling & Yahnke LLC34,325$426.0K0.03%––
Northern Trust Corp34,548$428.0K0.00%––
Boston Private Wealth LLC36,349$450.0K0.01%––
Parametric Portfolio Associates LLC38,293$475.0K0.00%––
Cubist Systematic Strategies, LLC39,439$489.0K0.01%––
Creative Planning39,523$490.0K0.00%––
Mackenzie Financial Corp40,207$499.0K0.00%––
Virtus ETF Advisers LLC40,512$502.0K0.21%––
Spire Wealth Management52,856$503.0K0.01%––
Williams Jones Wealth Management, LLC.43,000$533.0K0.01%––
Qube Research & Technologies Ltd45,202$561.0K0.01%––
Telemus Capital, LLC46,000$586.0K0.04%––
Focus Financial Network, Inc.49,554$614.5K0.07%––
Citadel Advisors LLC55,656$690.0K0.00%––
Geode Capital Management, LLC57,266$710.0K0.00%––
Spring Creek Investment Management, LLC63,538$788.0K1.28%––
International Assets Investment Management, LLC72,591$862.0K0.08%––
Condor Capital Management76,561$949.0K0.11%––
Two Sigma Advisers, LP76,700$951.0K0.00%––
Guild Investment Management, Inc.77,520$961.0K1.03%––
Ameriprise Financial Inc82,044$1.02M0.00%––
Tudor Investment Corp Et Al85,435$1.06M0.02%––
LPL Financial LLC86,903$1.08M0.00%––
Advisory Research Inc94,078$1.17M0.08%––
Janney Montgomery Scott LLC94,720$1.18M0.01%––
Macquarie Group Ltd95,300$1.18M0.00%––
Envestnet Asset Management Inc96,251$1.19M0.00%––
Wedbush Securities Inc105,024$1.30M0.07%––
HRT Financial LP109,369$1.36M0.01%––
Sigma Planning Corp109,431$1.36M0.04%––
Two Sigma Investments, LP111,297$1.38M0.00%––
Bramshill Investments, LLC117,245$1.45M0.09%––
Alberta Investment Management Corp121,800$1.51M0.01%––
Altium Wealth Management LLC136,259$1.69M0.14%––
Hennion & Walsh Asset Management, Inc.159,627$1.98M0.12%––
McKinley Capital Management LLC /Delaware159,717$1.98M0.15%––