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, Q2 2021
Institutional positions in New Mountain Finance Corp as of Jun 30, 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
- 0 vs. Q1 2021
- Shares held
- 31.1M
- −539.6K (−1.7%) vs. Q1 2021
- Total value
- $409.1M
- +$17.4M (+4.4%) vs. Q1 2021
- New holders
- 15
- 51 more added
- Sold out
- 15
- 46 more reduced
Compare with Q1 2021: 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 | $200.9M |
| Q1 2026 | 155 | $215.8M |
| Q4 2025 | 171 | $310.2M |
| Q3 2025 | 158 | $284.1M |
| Q2 2025 | 164 | $328.4M |
| Q1 2025 | 165 | $363.1M |
| Q4 2024 | 169 | $391.6M |
| Q3 2024 | 169 | $424.0M |
| Q2 2024 | 164 | $440.3M |
| Q1 2024 | 175 | $445.4M |
| Q4 2023 | 167 | $438.3M |
| Q3 2023 | 161 | $423.2M |
| Q2 2023 | 153 | $406.3M |
| Q1 2023 | 148 | $389.2M |
| 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 | $391.7M |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding New Mountain Finance Corp; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wells Fargo & Company | 3,544,089 | $46.7M | 0.01% | −43,837−1.2% | Reduced |
| Round Table Services, LLC | 2,573,513 | $33.9M | 7.46% | −25,334−1.0% | Reduced |
| LSV Asset Management | 2,082,298 | $27.4M | 0.05% | −95,200−4.4% | Reduced |
| HighTower Advisors, LLC | 1,919,213 | $25.3M | 0.07% | +229,698+13.6% | Added |
| Dimension Capital Management LLC | 1,637,960 | $21.6M | 4.70% | −427,927−20.7% | Reduced |
| Morgan Stanley | 1,580,198 | $20.8M | 0.00% | −51,276−3.1% | Reduced |
| Van Eck Associates Corp | 1,409,333 | $18.6M | 0.04% | +106,610+8.2% | Added |
| Invesco Ltd. | 1,371,343 | $18.1M | 0.00% | +172,262+14.4% | Added |
| JPMorgan Chase & Co | 1,233,905 | $16.3M | 0.00% | −145,564−10.6% | Reduced |
| Cliffwater LLC | 1,179,353 | $15.5M | 4.09% | −625,842−34.7% | Reduced |
| Palisade Capital Management LLC | 842,383 | $11.1M | 0.25% | +730.0% | Added |
| Legal & General Group Plc | 617,896 | $8.14M | 0.00% | −57,277−8.5% | Reduced |
| Advisors Capital Management, LLC | 614,865 | $8.10M | 0.26% | −9,262−1.5% | Reduced |
| Arrowstreet Capital, Limited Partnership | 604,066 | $7.96M | 0.01% | −135,880−18.4% | Reduced |
| Neuberger Berman Group LLC | 585,295 | $7.71M | 0.01% | +33,395+6.1% | Added |
| BlackRock Inc. | 528,649 | $6.96M | 0.00% | +51,271+10.7% | Added |
| Muzinich & Co., Inc. | 528,147 | $6.96M | 4.29% | −22,557−4.1% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 516,605 | $6.80M | 0.00% | −22,557−4.2% | Reduced |
| Two Sigma Advisers, LP | 467,200 | $6.15M | 0.02% | +390,500+509.1% | Added |
| Confluence Investment Management LLC | 463,614 | $6.11M | 0.08% | +2,063+0.4% | Added |
| Ares Management LLC | 349,336 | $4.60M | 0.16% | −131,923−27.4% | Reduced |
| Chilton Investment Co LLC | 343,392 | $4.52M | 0.11% | +555+0.2% | Added |
| Advisor Group Holdings, Inc. | 334,460 | $4.41M | 0.01% | +14,535+4.5% | Added |
| Advisors Asset Management, Inc. | 261,124 | $3.44M | 0.05% | +13,878+5.6% | Added |
| UBS Group AG | 257,399 | $3.39M | 0.00% | +2,211+0.9% | Added |
| Bank of America Corp | 251,808 | $3.32M | 0.00% | +19,062+8.2% | Added |
| Pin Oak Investment Advisors Inc | 242,005 | $3.19M | 3.24% | −7,855−3.1% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 204,511 | $2.69M | 0.14% | +44,884+28.1% | Added |
| Royal Bank of Canada | 199,945 | $2.63M | 0.00% | +4,746+2.4% | Added |
| Two Sigma Investments, LP | 188,555 | $2.48M | 0.01% | +77,258+69.4% | Added |
| Commonwealth Equity Services, LLC | 169,680 | $2.23M | 0.01% | +1,061+0.6% | Added |
| McKinley Capital Management LLC /Delaware | 155,907 | $2.05M | 0.14% | −3,810−2.4% | Reduced |
| Guggenheim Capital LLC | 146,752 | $1.93M | 0.01% | −65,071−30.7% | Reduced |
| Altium Wealth Management LLC | 139,024 | $1.83M | 0.13% | +2,765+2.0% | Added |
| Bramshill Investments, LLC | 130,576 | $1.72M | 0.13% | +13,331+11.4% | Added |
| Alberta Investment Management Corp | 121,800 | $1.60M | 0.01% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 113,652 | $1.50M | 0.00% | +17,401+18.1% | Added |
| First Republic Investment Management, Inc. | 112,884 | $1.49M | 0.00% | +112,884 | New |
| LPL Financial LLC | 112,775 | $1.49M | 0.00% | +25,872+29.8% | Added |
| Sigma Planning Corp | 109,233 | $1.44M | 0.04% | −198−0.2% | Reduced |
| Analyst IMS Investment Management Services Ltd. | 108,868 | $1.43M | 0.17% | +108,868 | New |
| Susquehanna International Group, LLP | 103,591 | $1.36M | 0.00% | −103,403−50.0% | Reduced |
| Wedbush Securities Inc | 103,596 | $1.36M | 0.06% | −1,428−1.4% | Reduced |
| D. E. Shaw & Co., Inc. | 101,886 | $1.34M | 0.00% | +90,191+771.2% | Added |
| Ameriprise Financial Inc | 100,539 | $1.32M | 0.00% | +18,495+22.5% | Added |
| Macquarie Group Ltd | 95,300 | $1.25M | 0.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 93,270 | $1.23M | 0.01% | −1,450−1.5% | Reduced |
| Advisory Research Inc | 84,680 | $1.11M | 0.07% | −9,398−10.0% | Reduced |
| Mackenzie Financial Corp | 82,724 | $1.09M | 0.00% | +42,517+105.7% | Added |
| Guild Investment Management, Inc. | 80,350 | $1.06M | 1.02% | +2,830+3.7% | Added |
| Tudor Investment Corp Et Al | 80,134 | $1.05M | 0.02% | −5,301−6.2% | Reduced |
| Condor Capital Management | 76,831 | $1.01M | 0.11% | +270+0.4% | Added |
| Raymond James Financial Services Advisors, Inc. | 67,716 | $892.0K | 0.00% | +50,732+298.7% | Added |
| Cetera Investment Advisers | 64,076 | $844.0K | 0.01% | +64,076 | New |
| Oak Family Advisors, LLC | 62,522 | $823.0K | 0.49% | +62,522 | New |
| Focus Financial Network, Inc. | 61,760 | $813.4K | 0.11% | +12,206+24.6% | Added |
| Assenagon Asset Management S.A. | 60,494 | $797.0K | 0.00% | +60,494 | New |
| Geode Capital Management, LLC | 57,266 | $754.0K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 53,299 | $702.0K | 0.00% | −2,357−4.2% | Reduced |
| Virtus ETF Advisers LLC | 52,779 | $695.0K | 0.29% | +12,267+30.3% | Added |
| Spire Wealth Management | 52,464 | $691.0K | 0.02% | −392−0.7% | Reduced |
| Epoch Investment Partners, Inc. | 50,786 | $669.0K | 0.00% | +22,674+80.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 50,701 | $668.0K | 0.00% | +37,292+278.1% | Added |
| Cubist Systematic Strategies, LLC | 46,346 | $610.0K | 0.01% | +6,907+17.5% | Added |
| California Public Employees Retirement System | 44,500 | $586.0K | 0.00% | −137,700−75.6% | Reduced |
| Boston Private Wealth LLC | 43,892 | $578.0K | 0.01% | +7,543+20.8% | Added |
| Williams Jones Wealth Management, LLC. | 43,000 | $566.0K | 0.01% | 00.0% | Unchanged |
| Parametric Portfolio Associates LLC | 40,171 | $529.0K | 0.00% | +1,878+4.9% | Added |
| International Assets Investment Management, LLC | 35,626 | $469.0K | 0.09% | −36,965−50.9% | Reduced |
| Creative Planning | 34,483 | $454.0K | 0.00% | −5,040−12.8% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 33,761 | $445.0K | 0.00% | +8,034+31.2% | Added |
| Tranquility Partners, LLC | 33,294 | $438.0K | 0.25% | +16,239+95.2% | Added |
| Cornercap Investment Counsel Inc | 32,595 | $429.0K | 0.05% | 00.0% | Unchanged |
| Raymond James & Associates | 31,870 | $420.0K | 0.00% | +7,923+33.1% | Added |
| Edge Capital Group, LLC | 30,000 | $395.0K | 0.03% | +30,000 | New |
| Goldman Sachs Group Inc | 29,209 | $385.0K | 0.00% | +14,858+103.5% | Added |
| Rockland Trust Co | 28,886 | $380.0K | 0.03% | +9,548+49.4% | Added |
| Oppenheimer & Co Inc | 27,765 | $366.0K | 0.01% | +1,262+4.8% | Added |
| Roosevelt Investment Group LLC | 25,489 | $336.0K | 0.02% | −2,987−10.5% | Reduced |
| Mutual Advisors, LLC | 25,005 | $329.0K | 0.02% | −493−1.9% | Reduced |
| Bard Associates Inc | 25,013 | $329.0K | 0.11% | +485+2.0% | Added |
| Rothschild Investment Corp | 23,524 | $310.0K | 0.02% | 00.0% | Unchanged |
| Sanders Morris Harris LLC | 21,875 | $288.0K | 0.06% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 21,870 | $288.0K | 0.05% | +2,523+13.0% | Added |
| Kennedy Capital Management, Inc. | 21,739 | $286.0K | 0.01% | +2,496+13.0% | Added |
| Northern Trust Corp | 20,379 | $268.0K | 0.00% | −14,169−41.0% | Reduced |
| Private Advisor Group, LLC | 20,201 | $266.0K | 0.00% | +2,095+11.6% | Added |
| Advisory Services Network, LLC | 19,537 | $257.0K | 0.01% | 00.0% | Unchanged |
| Allen Investment Management LLC | 19,357 | $255.0K | 0.00% | +347+1.8% | Added |
| Wambolt & Associates, LLC | 18,924 | $251.0K | 0.11% | −417−2.2% | Reduced |
| Bailard, Inc. | 18,946 | $250.0K | 0.01% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 18,052 | $238.0K | 0.03% | +18,052 | New |
| Quadrature Capital Ltd | 17,811 | $235.0K | 0.01% | +17,811 | New |
| Truist Financial Corp | 16,217 | $214.0K | 0.00% | −2,093−11.4% | Reduced |
| Calton & Associates, Inc. | 15,871 | $209.0K | 0.04% | +1,738+12.3% | Added |
| Boenning & Scattergood, Inc. | 15,000 | $198.0K | 0.03% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 14,131 | $186.0K | 0.00% | −1,850−11.6% | Reduced |
| Victory Capital Management Inc | 13,884 | $183.0K | 0.00% | −431−3.0% | Reduced |
| Perennial Advisors, LLC | 13,630 | $180.0K | 0.05% | −1,516−10.0% | Reduced |
| Jane Street Group, LLC | 13,691 | $180.0K | 0.00% | +13,691 | New |