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 |
|---|---|---|---|---|---|
| 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 |
| Fisher Asset Management, LLC | 10,521 | $144.0K | 0.00% | +10,521 | New |
| Cedar Wealth Management, LLC | 10,350 | $142.0K | 0.06% | +10,350 | New |
| Essex Financial Services, Inc. | 10,173 | $139.0K | 0.01% | +10,173 | New |
| Covington Capital Management | 10,047 | $138.0K | 0.00% | +10,047 | New |
| Comerica Bank | 10,370 | $137.0K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 7,680 | $105.0K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 3,690 | $51.0K | 0.01% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 2,922 | $40.0K | 0.01% | +2,922 | New |
| Proequities, Inc. | 2,154 | $30.0K | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 1,798 | $25.0K | 0.02% | +1,798 | New |
| Group One Trading, L.P. | 1,600 | $22.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 1,550 | $21.2K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,500 | $20.0K | 0.00% | +1,500 | New |
| Rockefeller Capital Management L.P. | 1,424 | $19.0K | 0.00% | −181−11.3% | Reduced |
| Sound Income Strategies, LLC | 1,209 | $17.0K | 0.00% | +1,209 | New |
| Huntington National Bank | 1,101 | $15.0K | 0.00% | +1,101 | New |
| First Horizon Advisors, Inc. | 1,000 | $14.0K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 600 | $8.00K | 0.02% | +600 | New |
| 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 |
| Steward Partners Investment Advisory, LLC | 400 | $5.00K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 350 | $5.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 300 | $4.00K | 0.00% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 191 | $3.00K | 0.00% | +191 | New |
| 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 |
| Benjamin F. Edwards & Company, Inc. | 72 | $1.00K | 0.00% | +2+2.9% | Added |
| Citigroup Inc | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −107,088−100.0% | Sold out |
| Advisory Research Inc | 0 | $0 | 0.00% | −80,313−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −48,138−100.0% | Sold out |
| Creative Planning | 0 | $0 | 0.00% | −35,093−100.0% | Sold out |
| Pathstone Family Office, LLC | 0 | $0 | 0.00% | −20,400−100.0% | Sold out |
| Financial Advisors Network, Inc. | 0 | $0 | 0.00% | −19,150−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −14,131−100.0% | Sold out |
| Shelton Capital Management | 0 | $0 | 0.00% | −11,900−100.0% | Sold out |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −10,514−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −10,075−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −10,091−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −1,750−100.0% | Sold out |
| Evolution Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,100−100.0% | Sold out |
| Plante Moran Financial Advisors, LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Deutsche Bank AG | 0 | $0 | 0.00% | −3−100.0% | Sold out |