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, Q4 2021
Institutional positions in New Mountain Finance Corp as of Dec 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
- 134
- +10 vs. Q3 2021
- Shares held
- 29.7M
- −569.3K (−1.9%) vs. Q3 2021
- Total value
- $406.9M
- +$3.98M (+1.0%) vs. Q3 2021
- New holders
- 25
- 41 more added
- Sold out
- 15
- 32 more reduced
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding New Mountain Finance Corp; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Citigroup Inc | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 72 | $1.00K | 0.00% | +2+2.9% | Added |
| Sandy Spring Bank | 116 | $2.00K | 0.00% | +3+2.7% | Added |
| Graves-Light Private Wealth Management, Inc. | 167 | $2.00K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 150 | $2.00K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 161 | $2.00K | 0.00% | +161 | New |
| Zullo Investment Group, Inc. | 191 | $3.00K | 0.00% | +191 | New |
| Parallel Advisors, LLC | 300 | $4.00K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 400 | $5.00K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 350 | $5.00K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 473 | $6.00K | 0.00% | −1,125−70.4% | Reduced |
| Laurel Wealth Advisors LLC | 450 | $6.00K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 600 | $8.00K | 0.02% | +600 | New |
| First Horizon Advisors, Inc. | 1,000 | $14.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1,101 | $15.0K | 0.00% | +1,101 | New |
| Sound Income Strategies, LLC | 1,209 | $17.0K | 0.00% | +1,209 | New |
| Rockefeller Capital Management L.P. | 1,424 | $19.0K | 0.00% | −181−11.3% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,500 | $20.0K | 0.00% | +1,500 | New |
| American Portfolios Advisors | 1,550 | $21.2K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 1,600 | $22.0K | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 1,798 | $25.0K | 0.02% | +1,798 | New |
| Proequities, Inc. | 2,154 | $30.0K | 0.00% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 2,922 | $40.0K | 0.01% | +2,922 | New |
| FourThought Financial, LLC | 3,690 | $51.0K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 7,680 | $105.0K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 10,370 | $137.0K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 10,047 | $138.0K | 0.00% | +10,047 | New |
| Essex Financial Services, Inc. | 10,173 | $139.0K | 0.01% | +10,173 | New |
| Cedar Wealth Management, LLC | 10,350 | $142.0K | 0.06% | +10,350 | New |
| Fisher Asset Management, LLC | 10,521 | $144.0K | 0.00% | +10,521 | New |
| Mercer Global Advisors Inc | 11,034 | $151.0K | 0.00% | −2,345−17.5% | Reduced |
| Montag A & Associates Inc | 11,000 | $151.0K | 0.01% | 00.0% | Unchanged |
| GYL Financial Synergies, LLC | 11,025 | $151.0K | 0.04% | +400+3.8% | Added |
| Perennial Advisors, LLC | 11,242 | $154.0K | 0.04% | +11,242 | New |
| HRT Financial LP | 11,400 | $156.0K | 0.00% | +11,400 | New |
| Cerity Partners LLC | 11,937 | $164.0K | 0.00% | +11,937 | New |
| Victory Capital Management Inc | 12,829 | $176.0K | 0.00% | −399−3.0% | Reduced |
| National Asset Management, Inc. | 13,665 | $188.0K | 0.01% | +1,736+14.6% | Added |
| Boenning & Scattergood, Inc. | 15,000 | $206.0K | 0.03% | 00.0% | Unchanged |
| Trexquant Investment LP | 15,148 | $208.0K | 0.01% | +15,148 | New |
| Caxton Associates LP | 16,116 | $221.0K | 0.03% | 00.0% | Unchanged |
| Truist Financial Corp | 16,288 | $223.0K | 0.00% | +3,414+26.5% | Added |
| Calton & Associates, Inc. | 16,881 | $231.0K | 0.06% | +615+3.8% | Added |
| Brown Advisory Inc | 17,000 | $233.0K | 0.00% | 00.0% | Unchanged |
| Wambolt & Associates, LLC | 17,660 | $242.0K | 0.09% | −562−3.1% | Reduced |
| D. E. Shaw & Co., Inc. | 18,304 | $251.0K | 0.00% | −36,265−66.5% | Reduced |
| Private Advisor Group, LLC | 18,575 | $254.0K | 0.00% | −17,733−48.8% | Reduced |
| Bailard, Inc. | 18,946 | $260.0K | 0.01% | 00.0% | Unchanged |
| Allen Investment Management LLC | 19,357 | $265.0K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 20,390 | $279.0K | 0.01% | −1,147−5.3% | Reduced |
| Guggenheim Capital LLC | 21,250 | $291.0K | 0.00% | −54,297−71.9% | Reduced |
| Jane Street Group, LLC | 21,332 | $292.0K | 0.00% | +8,268+63.3% | Added |
| Kennedy Capital Management, Inc. | 21,739 | $298.0K | 0.01% | 00.0% | Unchanged |
| Sanders Morris Harris LLC | 21,875 | $300.0K | 0.05% | 00.0% | Unchanged |
| Shore Point Advisors, LLC | 21,895 | $300.0K | 0.25% | +21,895 | New |
| Personal Capital Advisors Corp | 22,206 | $304.0K | 0.00% | +22,206 | New |
| Rothschild Investment Corp | 24,044 | $329.0K | 0.03% | +520+2.2% | Added |
| Mutual Advisors, LLC | 25,115 | $344.0K | 0.02% | −113−0.4% | Reduced |
| Roosevelt Investment Group LLC | 25,356 | $347.0K | 0.02% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 25,500 | $349.0K | 0.00% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 25,612 | $351.0K | 0.06% | −481−1.8% | Reduced |
| Reuter James Wealth Management, LLC | 27,869 | $382.0K | 0.15% | +27,869 | New |
| Great West Life Assurance Co | 29,237 | $399.0K | 0.00% | −895−3.0% | Reduced |
| Rockland Trust Co | 29,812 | $408.0K | 0.03% | 00.0% | Unchanged |
| Edge Capital Group, LLC | 30,000 | $411.0K | 0.03% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 31,288 | $429.0K | 0.01% | +3,345+12.0% | Added |
| WFA Asset Management Corp | 32,360 | $443.3K | 0.29% | +32,360 | New |
| Cornercap Investment Counsel Inc | 32,595 | $446.0K | 0.06% | 00.0% | Unchanged |
| Bard Associates Inc | 34,373 | $471.0K | 0.15% | +9,360+37.4% | Added |
| Stifel Financial Corp | 36,684 | $503.0K | 0.00% | +700+1.9% | Added |
| Parametric Portfolio Associates LLC | 39,866 | $546.0K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 39,951 | $547.0K | 0.10% | +4,325+12.1% | Added |
| Key Client Fiduciary Advisors, LLC | 40,105 | $549.0K | 0.46% | +40,105 | New |
| Virtus ETF Advisers LLC | 45,885 | $629.0K | 0.24% | −7,094−13.4% | Reduced |
| Epoch Investment Partners, Inc. | 51,374 | $704.0K | 0.00% | 00.0% | Unchanged |
| GraniteShares Advisors LLC | 51,489 | $705.0K | 0.33% | +51,489 | New |
| Tranquility Partners, LLC | 53,903 | $739.0K | 0.34% | +1,384+2.6% | Added |
| Spire Wealth Management | 56,375 | $772.0K | 0.02% | +1,541+2.8% | Added |
| Geode Capital Management, LLC | 57,266 | $784.0K | 0.00% | 00.0% | Unchanged |
| Raymond James & Associates | 61,322 | $840.0K | 0.00% | +968+1.6% | Added |
| Citadel Advisors LLC | 62,883 | $862.0K | 0.00% | +62,883 | New |
| Cetera Investment Advisers | 64,916 | $889.0K | 0.01% | +3,293+5.3% | Added |
| Millennium Management LLC | 66,011 | $904.0K | 0.00% | +66,011 | New |
| Focus Financial Network, Inc. | 65,988 | $904.0K | 0.13% | +4,480+7.3% | Added |
| Valeo Financial Advisors, LLC | 73,250 | $1.00M | 0.05% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 73,706 | $1.01M | 0.00% | +10,582+16.8% | Added |
| Raymond James Financial Services Advisors, Inc. | 76,528 | $1.05M | 0.00% | −8,961−10.5% | Reduced |
| Guild Investment Management, Inc. | 80,800 | $1.11M | 1.12% | +220+0.3% | Added |
| Condor Capital Management | 89,399 | $1.23M | 0.13% | +4,232+5.0% | Added |
| Janney Montgomery Scott LLC | 95,163 | $1.30M | 0.01% | +1,090+1.2% | Added |
| Macquarie Group Ltd | 95,300 | $1.31M | 0.00% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 95,899 | $1.31M | 0.00% | +220+0.2% | Added |
| Sigma Planning Corp | 100,355 | $1.38M | 0.04% | −4,897−4.7% | Reduced |
| LPL Financial LLC | 104,308 | $1.43M | 0.00% | +368+0.4% | Added |
| Analyst IMS Investment Management Services Ltd. | 108,868 | $1.49M | 0.14% | 00.0% | Unchanged |
| First Republic Investment Management, Inc. | 116,565 | $1.60M | 0.00% | +3,681+3.3% | Added |
| Wedbush Securities Inc | 120,975 | $1.66M | 0.07% | +13,798+12.9% | Added |
| Alberta Investment Management Corp | 121,800 | $1.67M | 0.01% | 00.0% | Unchanged |
| Bramshill Investments, LLC | 139,142 | $1.91M | 0.19% | −274−0.2% | Reduced |