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 |
|---|---|---|---|---|---|
| Commonwealth Equity Services, LLC | 169,680 | $2.23M | 0.01% | +1,061+0.6% | Added |
| Two Sigma Investments, LP | 188,555 | $2.48M | 0.01% | +77,258+69.4% | Added |
| Royal Bank of Canada | 199,945 | $2.63M | 0.00% | +4,746+2.4% | Added |
| Hennion & Walsh Asset Management, Inc. | 204,511 | $2.69M | 0.14% | +44,884+28.1% | Added |
| Pin Oak Investment Advisors Inc | 242,005 | $3.19M | 3.24% | −7,855−3.1% | Reduced |
| Bank of America Corp | 251,808 | $3.32M | 0.00% | +19,062+8.2% | Added |
| UBS Group AG | 257,399 | $3.39M | 0.00% | +2,211+0.9% | Added |
| Advisors Asset Management, Inc. | 261,124 | $3.44M | 0.05% | +13,878+5.6% | Added |
| Advisor Group Holdings, Inc. | 334,460 | $4.41M | 0.01% | +14,535+4.5% | Added |
| Chilton Investment Co LLC | 343,392 | $4.52M | 0.11% | +555+0.2% | Added |
| Ares Management LLC | 349,336 | $4.60M | 0.16% | −131,923−27.4% | Reduced |
| Confluence Investment Management LLC | 463,614 | $6.11M | 0.08% | +2,063+0.4% | Added |
| Two Sigma Advisers, LP | 467,200 | $6.15M | 0.02% | +390,500+509.1% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 516,605 | $6.80M | 0.00% | −22,557−4.2% | Reduced |
| Muzinich & Co., Inc. | 528,147 | $6.96M | 4.29% | −22,557−4.1% | Reduced |
| BlackRock Inc. | 528,649 | $6.96M | 0.00% | +51,271+10.7% | Added |
| Neuberger Berman Group LLC | 585,295 | $7.71M | 0.01% | +33,395+6.1% | Added |
| Arrowstreet Capital, Limited Partnership | 604,066 | $7.96M | 0.01% | −135,880−18.4% | Reduced |
| Advisors Capital Management, LLC | 614,865 | $8.10M | 0.26% | −9,262−1.5% | Reduced |
| Legal & General Group Plc | 617,896 | $8.14M | 0.00% | −57,277−8.5% | Reduced |
| Palisade Capital Management LLC | 842,383 | $11.1M | 0.25% | +730.0% | Added |
| Cliffwater LLC | 1,179,353 | $15.5M | 4.09% | −625,842−34.7% | Reduced |
| JPMorgan Chase & Co | 1,233,905 | $16.3M | 0.00% | −145,564−10.6% | Reduced |
| Invesco Ltd. | 1,371,343 | $18.1M | 0.00% | +172,262+14.4% | Added |
| Van Eck Associates Corp | 1,409,333 | $18.6M | 0.04% | +106,610+8.2% | Added |
| Morgan Stanley | 1,580,198 | $20.8M | 0.00% | −51,276−3.1% | Reduced |
| Dimension Capital Management LLC | 1,637,960 | $21.6M | 4.70% | −427,927−20.7% | Reduced |
| HighTower Advisors, LLC | 1,919,213 | $25.3M | 0.07% | +229,698+13.6% | Added |
| LSV Asset Management | 2,082,298 | $27.4M | 0.05% | −95,200−4.4% | Reduced |
| Round Table Services, LLC | 2,573,513 | $33.9M | 7.46% | −25,334−1.0% | Reduced |
| Wells Fargo & Company | 3,544,089 | $46.7M | 0.01% | −43,837−1.2% | Reduced |
| HRT Financial LP | 0 | $0 | 0.00% | −109,369−100.0% | Sold out |
| Spring Creek Investment Management, LLC | 0 | $0 | 0.00% | −63,538−100.0% | Sold out |
| Telemus Capital, LLC | 0 | $0 | 0.00% | −46,000−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −45,202−100.0% | Sold out |
| Dowling & Yahnke LLC | 0 | $0 | 0.00% | −34,325−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −29,296−100.0% | Sold out |
| Great West Life Assurance Co | 0 | $0 | 0.00% | −26,526−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −21,126−100.0% | Sold out |
| Cipher Capital LP | 0 | $0 | 0.00% | −19,151−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −18,201−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −14,183−100.0% | Sold out |
| CWA Asset Management Group, LLC | 0 | $0 | 0.00% | −13,742−100.0% | Sold out |
| Avalon Investment & Advisory | 0 | $0 | 0.00% | −11,250−100.0% | Sold out |
| WealthShield Partners, LLC | 0 | $0 | 0.00% | −522−100.0% | Sold out |
| Selective Wealth Management, Inc. | 0 | $0 | 0.00% | −312−100.0% | Sold out |