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, Q1 2022
Institutional positions in New Mountain Finance Corp as of Mar 31, 2022. 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
- 148
- +14 vs. Q4 2021
- Shares held
- 30.5M
- +839.6K (+2.8%) vs. Q4 2021
- Total value
- $422.6M
- +$15.7M (+3.9%) vs. Q4 2021
- New holders
- 25
- 51 more added
- Sold out
- 11
- 30 more reduced
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding New Mountain Finance Corp; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Allspring Global Investments Holdings, LLC | 3,104,075 | $43.0M | 0.05% | +1,0980.0% | Added |
| Round Table Services, LLC | 2,976,086 | $41.2M | 6.89% | +209,532+7.6% | Added |
| HighTower Advisors, LLC | 2,211,533 | $30.6M | 0.07% | +25,378+1.2% | Added |
| LSV Asset Management | 2,098,498 | $29.1M | 0.05% | +43,500+2.1% | Added |
| Van Eck Associates Corp | 2,087,012 | $28.9M | 0.06% | +654,394+45.7% | Added |
| Morgan Stanley | 1,753,054 | $24.3M | 0.00% | +103,023+6.2% | Added |
| Dimension Capital Management LLC | 1,246,015 | $17.3M | 3.22% | +5,716+0.5% | Added |
| Cliffwater LLC | 1,204,821 | $16.7M | 4.38% | +129,653+12.1% | Added |
| Invesco Ltd. | 993,593 | $13.8M | 0.00% | −143,074−12.6% | Reduced |
| JPMorgan Chase & Co | 969,989 | $13.4M | 0.00% | −160,511−14.2% | Reduced |
| Palisade Capital Management LLC | 727,903 | $10.1M | 0.23% | −60,431−7.7% | Reduced |
| Neuberger Berman Group LLC | 629,699 | $8.72M | 0.01% | +13,098+2.1% | Added |
| Legal & General Group Plc | 532,831 | $7.39M | 0.00% | −27,452−4.9% | Reduced |
| BlackRock Inc. | 529,560 | $7.33M | 0.00% | −109,422−17.1% | Reduced |
| Muzinich & Co., Inc. | 496,468 | $6.88M | 4.79% | +33,553+7.2% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 484,926 | $6.72M | 0.00% | +33,553+7.4% | Added |
| Two Sigma Advisers, LP | 451,700 | $6.26M | 0.02% | +66,500+17.3% | Added |
| Wells Fargo & Company | 430,626 | $5.96M | 0.00% | −4,275−1.0% | Reduced |
| Two Sigma Investments, LP | 405,571 | $5.62M | 0.02% | +85,608+26.8% | Added |
| Confluence Investment Management LLC | 401,867 | $5.57M | 0.08% | +317+0.1% | Added |
| Advisors Capital Management, LLC | 365,356 | $5.06M | 0.14% | +21,959+6.4% | Added |
| Ares Management LLC | 339,239 | $4.70M | 0.18% | −150,056−30.7% | Reduced |
| Brandywine Global Investment Management, LLC | 334,180 | $4.63M | 0.03% | +334,180 | New |
| Bank of America Corp | 333,434 | $4.62M | 0.00% | +30,495+10.1% | Added |
| Advisor Group Holdings, Inc. | 330,454 | $4.48M | 0.01% | +4,893+1.5% | Added |
| UBS Group AG | 292,881 | $4.06M | 0.00% | +12,806+4.6% | Added |
| Hennion & Walsh Asset Management, Inc. | 282,924 | $3.92M | 0.21% | +8,617+3.1% | Added |
| Commonwealth Equity Services, LLC | 205,813 | $2.85M | 0.01% | +9,620+4.9% | Added |
| Royal Bank of Canada | 191,132 | $2.65M | 0.00% | −3,764−1.9% | Reduced |
| McKinley Capital Management LLC /Delaware | 164,632 | $2.28M | 0.23% | +480+0.3% | Added |
| Envestnet Asset Management Inc | 161,444 | $2.24M | 0.00% | +18,835+13.2% | Added |
| Bramshill Investments, LLC | 150,276 | $2.08M | 0.29% | +11,134+8.0% | Added |
| Ameriprise Financial Inc | 147,975 | $2.05M | 0.00% | −8,077−5.2% | Reduced |
| Altium Wealth Management LLC | 147,067 | $2.04M | 0.13% | 00.0% | Unchanged |
| Alberta Investment Management Corp | 121,800 | $1.69M | 0.01% | 00.0% | Unchanged |
| Wedbush Securities Inc | 121,423 | $1.68M | 0.08% | +448+0.4% | Added |
| First Republic Investment Management, Inc. | 114,779 | $1.59M | 0.00% | −1,786−1.5% | Reduced |
| Analyst IMS Investment Management Services Ltd. | 108,868 | $1.51M | 0.13% | 00.0% | Unchanged |
| Condor Capital Management | 107,472 | $1.49M | 0.17% | +18,073+20.2% | Added |
| Sigma Planning Corp | 98,126 | $1.36M | 0.04% | −2,229−2.2% | Reduced |
| LPL Financial LLC | 98,081 | $1.36M | 0.00% | −6,227−6.0% | Reduced |
| Mackenzie Financial Corp | 95,824 | $1.33M | 0.00% | −75−0.1% | Reduced |
| Janney Montgomery Scott LLC | 95,612 | $1.32M | 0.01% | +449+0.5% | Added |
| Macquarie Group Ltd | 95,300 | $1.32M | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 86,207 | $1.19M | 0.00% | +23,324+37.1% | Added |
| Chilton Investment Co LLC | 84,744 | $1.17M | 0.03% | −258,648−75.3% | Reduced |
| Guild Investment Management, Inc. | 78,150 | $1.08M | 1.11% | −2,650−3.3% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 77,885 | $1.08M | 0.00% | +1,357+1.8% | Added |
| NCM Capital Management, LLC | 76,699 | $1.06M | 0.67% | +76,699 | New |
| Cetera Investment Advisers | 76,538 | $1.06M | 0.02% | +11,622+17.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 73,950 | $1.02M | 0.00% | +244+0.3% | Added |
| Valeo Financial Advisors, LLC | 73,250 | $1.01M | 0.05% | 00.0% | Unchanged |
| Key Client Fiduciary Advisors, LLC | 71,169 | $986.0K | 0.80% | +31,064+77.5% | Added |
| Raymond James & Associates | 67,073 | $929.0K | 0.00% | +5,751+9.4% | Added |
| Tranquility Partners, LLC | 59,701 | $827.0K | 0.39% | +5,798+10.8% | Added |
| Spire Wealth Management | 56,577 | $784.0K | 0.02% | +202+0.4% | Added |
| GraniteShares Advisors LLC | 56,498 | $782.0K | 0.42% | +5,009+9.7% | Added |
| Whittier Trust Co | 53,259 | $738.0K | 0.01% | +53,259 | New |
| Geode Capital Management, LLC | 53,270 | $737.0K | 0.00% | −3,996−7.0% | Reduced |
| Epoch Investment Partners, Inc. | 51,374 | $712.0K | 0.00% | 00.0% | Unchanged |
| Virtus ETF Advisers LLC | 50,335 | $697.0K | 0.31% | +4,450+9.7% | Added |
| Stifel Financial Corp | 43,222 | $599.0K | 0.00% | +6,538+17.8% | Added |
| International Assets Investment Management, LLC | 39,951 | $553.0K | 0.10% | 00.0% | Unchanged |
| Parametric Portfolio Associates LLC | 39,866 | $552.0K | 0.00% | 00.0% | Unchanged |
| Bard Associates Inc | 34,373 | $476.0K | 0.17% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 33,099 | $458.0K | 0.01% | +33,099 | New |
| Great West Life Assurance Co | 30,943 | $456.0K | 0.00% | +1,706+5.8% | Added |
| Cornercap Investment Counsel Inc | 32,595 | $452.0K | 0.05% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 30,800 | $427.0K | 0.01% | −488−1.6% | Reduced |
| Edge Capital Group, LLC | 30,000 | $416.0K | 0.03% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 29,941 | $415.0K | 0.00% | +29,941 | New |
| Rockland Trust Co | 29,812 | $413.0K | 0.03% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 27,920 | $387.0K | 0.00% | +9,616+52.5% | Added |
| Reuter James Wealth Management, LLC | 27,869 | $386.0K | 0.15% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 27,086 | $375.0K | 0.00% | +8,511+45.8% | Added |
| WFA Asset Management Corp | 26,790 | $371.0K | 0.24% | −5,570−17.2% | Reduced |
| Mutual Advisors, LLC | 25,902 | $359.0K | 0.02% | +787+3.1% | Added |
| Moloney Securities Asset Management, LLC | 25,774 | $357.0K | 0.07% | +162+0.6% | Added |
| Roosevelt Investment Group LLC | 25,356 | $351.0K | 0.02% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 24,500 | $339.0K | 0.00% | −1,000−3.9% | Reduced |
| Rothschild Investment Corp | 24,044 | $333.0K | 0.03% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 23,175 | $321.0K | 0.00% | +1,925+9.1% | Added |
| Personal Capital Advisors Corp | 22,206 | $308.0K | 0.00% | 00.0% | Unchanged |
| Kennedy Capital Management, Inc. | 22,213 | $308.0K | 0.01% | +474+2.2% | Added |
| Sanders Morris Harris LLC | 21,875 | $303.0K | 0.06% | 00.0% | Unchanged |
| Shore Point Advisors, LLC | 21,895 | $303.0K | 0.26% | 00.0% | Unchanged |
| EMC Capital Management | 22,706 | $302.0K | 0.22% | +22,706 | New |
| Advisory Services Network, LLC | 21,390 | $296.0K | 0.01% | +1,000+4.9% | Added |
| Wellington Shields Capital Management, LLC | 46,700 | $291.0K | 0.03% | +46,700 | New |
| Northern Trust Corp | 20,319 | $282.0K | 0.00% | +20,319 | New |
| Truist Financial Corp | 20,257 | $280.0K | 0.00% | +3,969+24.4% | Added |
| Allen Investment Management LLC | 19,357 | $268.0K | 0.00% | 00.0% | Unchanged |
| Wambolt & Associates, LLC | 17,660 | $246.0K | 0.09% | 00.0% | Unchanged |
| Calton & Associates, Inc. | 17,620 | $244.0K | 0.07% | +739+4.4% | Added |
| Brown Advisory Inc | 17,000 | $235.0K | 0.00% | 00.0% | Unchanged |
| Boenning & Scattergood, Inc. | 15,000 | $208.0K | 0.03% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 14,776 | $205.0K | 0.00% | +14,776 | New |
| Caxton Associates LP | 13,942 | $193.0K | 0.02% | −2,174−13.5% | Reduced |
| National Asset Management, Inc. | 13,540 | $188.0K | 0.01% | −125−0.9% | Reduced |
| Victory Capital Management Inc | 12,659 | $168.0K | 0.00% | −170−1.3% | Reduced |