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, Q3 2021
Institutional positions in New Mountain Finance Corp as of Sep 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
- 124
- −6 vs. Q2 2021
- Shares held
- 30.3M
- −791.2K (−2.5%) vs. Q2 2021
- Total value
- $403.0M
- −$6.17M (−1.5%) vs. Q2 2021
- New holders
- 15
- 45 more added
- Sold out
- 21
- 35 more reduced
1 institution that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding New Mountain Finance Corp; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Advisors Asset Management, Inc. | 310,290 | $4.13M | 0.06% | +49,166+18.8% | Added |
| Advisor Group Holdings, Inc. | 317,788 | $4.23M | 0.01% | −16,672−5.0% | Reduced |
| Chilton Investment Co LLC | 343,392 | $4.57M | 0.11% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 378,121 | $5.03M | 0.01% | +189,566+100.5% | Added |
| Two Sigma Advisers, LP | 445,100 | $5.92M | 0.02% | −22,100−4.7% | Reduced |
| Confluence Investment Management LLC | 465,236 | $6.19M | 0.09% | +1,622+0.3% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 473,700 | $6.30M | 0.00% | −42,905−8.3% | Reduced |
| Muzinich & Co., Inc. | 485,242 | $6.46M | 4.31% | −42,905−8.1% | Reduced |
| Legal & General Group Plc | 577,233 | $7.69M | 0.00% | −40,663−6.6% | Reduced |
| Neuberger Berman Group LLC | 580,741 | $7.73M | 0.01% | −4,554−0.8% | Reduced |
| BlackRock Inc. | 587,595 | $7.82M | 0.00% | +58,946+11.2% | Added |
| Advisors Capital Management, LLC | 605,809 | $8.06M | 0.25% | −9,056−1.5% | Reduced |
| Ares Management LLC | 609,420 | $8.11M | 0.28% | +260,084+74.5% | Added |
| Palisade Capital Management LLC | 833,878 | $11.1M | 0.24% | −8,505−1.0% | Reduced |
| JPMorgan Chase & Co | 1,124,105 | $15.0M | 0.00% | −109,800−8.9% | Reduced |
| Cliffwater LLC | 1,195,283 | $15.9M | 4.17% | +15,930+1.4% | Added |
| Invesco Ltd. | 1,316,901 | $17.5M | 0.00% | −54,442−4.0% | Reduced |
| Van Eck Associates Corp | 1,329,266 | $17.7M | 0.04% | −80,067−5.7% | Reduced |
| Dimension Capital Management LLC | 1,476,272 | $19.6M | 4.05% | −161,688−9.9% | Reduced |
| Morgan Stanley | 1,595,857 | $21.2M | 0.00% | +15,659+1.0% | Added |
| LSV Asset Management | 2,045,298 | $27.2M | 0.05% | −37,000−1.8% | Reduced |
| HighTower Advisors, LLC | 2,048,341 | $27.3M | 0.07% | +129,128+6.7% | Added |
| Round Table Services, LLC | 2,634,108 | $35.1M | 7.49% | +60,595+2.4% | Added |
| Wells Fargo & Company | 3,545,604 | $47.2M | 0.01% | +1,5150.0% | Added |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −604,066−100.0% | Sold out |
| Pin Oak Investment Advisors Inc | 0 | $0 | 0.00% | −242,005−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −80,134−100.0% | Sold out |
| Oak Family Advisors, LLC | 0 | $0 | 0.00% | −62,522−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −60,494−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −53,299−100.0% | Sold out |
| California Public Employees Retirement System | 0 | $0 | 0.00% | −44,500−100.0% | Sold out |
| Goldman Sachs Group Inc | 0 | $0 | 0.00% | −29,209−100.0% | Sold out |
| Northern Trust Corp | 0 | $0 | 0.00% | −20,379−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −18,052−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −17,811−100.0% | Sold out |
| Perennial Advisors, LLC | 0 | $0 | 0.00% | −13,630−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −11,700−100.0% | Sold out |
| Pinz Capital Management, LP | 0 | $0 | 0.00% | −8,700−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −5,950−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −1,860−100.0% | Sold out |
| Barclays PLC | 0 | $0 | 0.00% | −1,068−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −1,073−100.0% | Sold out |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −485−100.0% | Sold out |
| Strategic Blueprint, LLC | 0 | $0 | 0.00% | −302−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| First Horizon Corp | – | – | – | – | Not filed |