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 |
|---|---|---|---|---|---|
| Mercer Global Advisors Inc | 13,484 | $178.0K | 0.00% | +295+2.2% | Added |
| Shelton Capital Management | 11,900 | $157.0K | 0.01% | −2,600−17.9% | Reduced |
| Schonfeld Strategic Advisors LLC | 11,700 | $154.0K | 0.00% | +11,700 | New |
| Montag A & Associates Inc | 11,000 | $145.0K | 0.01% | 00.0% | Unchanged |
| National Asset Management, Inc. | 10,929 | $144.0K | 0.00% | −861−7.3% | Reduced |
| Citigroup Inc | 10,602 | $140.0K | 0.00% | +10,312+3,555.9% | Added |
| Comerica Bank | 10,370 | $133.0K | 0.00% | −812−7.3% | Reduced |
| Pinz Capital Management, LP | 8,700 | $115.0K | 0.03% | +8,700 | New |
| Wolverine Asset Management LLC | 5,950 | $78.0K | 0.00% | −2,724−31.4% | Reduced |
| FNY Investment Advisers, LLC | 4,000 | $52.0K | 0.02% | −1,750−30.4% | Reduced |
| FourThought Financial, LLC | 3,690 | $48.0K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 3,487 | $46.0K | 0.00% | +3,273+1,529.4% | Added |
| Proequities, Inc. | 2,154 | $28.0K | 0.00% | −302−12.3% | Reduced |
| Meeder Asset Management Inc | 1,860 | $24.0K | 0.00% | +1,860 | New |
| Group One Trading, L.P. | 1,700 | $22.0K | 0.00% | +1,700 | New |
| Rockefeller Capital Management L.P. | 1,605 | $21.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 1,550 | $20.4K | 0.00% | −209−11.9% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 1,073 | $14.0K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 1,068 | $14.0K | 0.00% | +1,068 | New |
| First Horizon Corp | 1,000 | $13.0K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 485 | $6.00K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 400 | $5.00K | 0.00% | −2,297−85.2% | Reduced |
| Parallel Advisors, LLC | 300 | $4.00K | 0.00% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 302 | $4.00K | 0.00% | +302 | New |
| Graves-Light Private Wealth Management, Inc. | 167 | $2.00K | 0.00% | −856−83.7% | Reduced |
| Hexagon Capital Partners LLC | 150 | $2.00K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 69 | $1.00K | 0.00% | +2+3.0% | Added |
| Sandy Spring Bank | 111 | $1.00K | 0.00% | +3+2.8% | Added |
| Deutsche Bank AG | 5 | $0 | 0.00% | −65−92.9% | Reduced |
| FMR LLC | 1 | $0 | 0.00% | −1−50.0% | Reduced |
| Gradient Investments LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| 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 |