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 |
|---|---|---|---|---|---|
| Citigroup Inc | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 73 | $1.00K | 0.00% | +1+1.4% | Added |
| Sandy Spring Bank | 118 | $2.00K | 0.00% | +2+1.7% | 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 |
| Zullo Investment Group, Inc. | 191 | $3.00K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 182 | $3.00K | 0.00% | +182 | New |
| Lindbrook Capital, LLC | 200 | $3.00K | 0.00% | +200 | New |
| Parallel Advisors, LLC | 300 | $4.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 270 | $4.00K | 0.00% | +270 | New |
| Dixon Hughes Goodman Wealth Advisors LLC | 290 | $4.00K | 0.00% | +290 | New |
| PSI Advisors, LLC | 350 | $5.00K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 450 | $6.00K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 400 | $6.00K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 500 | $7.00K | 0.00% | −1,100−68.8% | Reduced |
| Financial Management Professionals, Inc. | 645 | $9.00K | 0.00% | +645 | New |
| Iron Horse Wealth Management, LLC | 700 | $10.0K | 0.01% | +700 | New |
| Sound Income Strategies, LLC | 800 | $11.0K | 0.00% | −409−33.8% | Reduced |
| First Horizon Advisors, Inc. | 1,000 | $14.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 1,117 | $15.0K | 0.00% | −307−21.6% | Reduced |
| Huntington National Bank | 1,101 | $15.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,365 | $19.0K | 0.00% | +1,365 | New |
| Tortoise Investment Management, LLC | 1,400 | $19.0K | 0.00% | +1,400 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,500 | $20.0K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 1,504 | $21.0K | 0.00% | +1,504 | New |
| IFP Advisors, Inc | 1,494 | $21.0K | 0.00% | +1,494 | New |
| American Portfolios Advisors | 1,550 | $21.5K | 0.00% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 1,770 | $22.0K | 0.01% | +1,770 | New |
| Proequities, Inc. | 1,671 | $23.0K | 0.00% | −483−22.4% | Reduced |
| Maryland Capital Advisors Inc. | 1,798 | $25.0K | 0.02% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 2,152 | $29.0K | 0.00% | +2,152 | New |
| Tower Research Capital LLC (TRC) | 2,510 | $35.0K | 0.00% | +2,037+430.7% | Added |
| PEAK6 Investments LLC | 2,751 | $38.0K | 0.00% | +2,751 | New |
| FourThought Financial, LLC | 3,690 | $51.0K | 0.01% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 5,345 | $74.0K | 0.00% | +5,345 | New |
| Bessemer Group Inc | 7,680 | $106.0K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 9,000 | $125.0K | 0.01% | −2,000−18.2% | Reduced |
| Perennial Advisors, LLC | 10,042 | $139.0K | 0.04% | −1,200−10.7% | Reduced |
| Covington Capital Management | 10,047 | $139.0K | 0.00% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 10,177 | $141.0K | 0.01% | +40.0% | Added |
| Comerica Bank | 10,370 | $142.0K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 10,350 | $143.0K | 0.06% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 10,923 | $151.0K | 0.00% | −111−1.0% | Reduced |
| Cerity Partners LLC | 11,030 | $153.0K | 0.00% | −907−7.6% | Reduced |
| GYL Financial Synergies, LLC | 11,025 | $153.0K | 0.04% | 00.0% | Unchanged |
| ARS Wealth Advisors Group, LLC | 11,390 | $158.0K | 0.03% | +11,390 | New |
| Breiter Capital Management Inc | 11,550 | $160.0K | 0.08% | +11,550 | New |
| Victory Capital Management Inc | 12,659 | $168.0K | 0.00% | −170−1.3% | Reduced |
| National Asset Management, Inc. | 13,540 | $188.0K | 0.01% | −125−0.9% | Reduced |
| Caxton Associates LP | 13,942 | $193.0K | 0.02% | −2,174−13.5% | Reduced |
| Boston Private Wealth LLC | 14,776 | $205.0K | 0.00% | +14,776 | New |
| Boenning & Scattergood, Inc. | 15,000 | $208.0K | 0.03% | 00.0% | Unchanged |
| Brown Advisory Inc | 17,000 | $235.0K | 0.00% | 00.0% | Unchanged |
| Calton & Associates, Inc. | 17,620 | $244.0K | 0.07% | +739+4.4% | Added |
| Wambolt & Associates, LLC | 17,660 | $246.0K | 0.09% | 00.0% | Unchanged |
| Allen Investment Management LLC | 19,357 | $268.0K | 0.00% | 00.0% | Unchanged |
| Truist Financial Corp | 20,257 | $280.0K | 0.00% | +3,969+24.4% | Added |
| Northern Trust Corp | 20,319 | $282.0K | 0.00% | +20,319 | New |
| Wellington Shields Capital Management, LLC | 46,700 | $291.0K | 0.03% | +46,700 | New |
| Advisory Services Network, LLC | 21,390 | $296.0K | 0.01% | +1,000+4.9% | Added |
| EMC Capital Management | 22,706 | $302.0K | 0.22% | +22,706 | New |
| 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 |
| 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 |
| Guggenheim Capital LLC | 23,175 | $321.0K | 0.00% | +1,925+9.1% | Added |
| Rothschild Investment Corp | 24,044 | $333.0K | 0.03% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 24,500 | $339.0K | 0.00% | −1,000−3.9% | Reduced |
| Roosevelt Investment Group LLC | 25,356 | $351.0K | 0.02% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 25,774 | $357.0K | 0.07% | +162+0.6% | Added |
| Mutual Advisors, LLC | 25,902 | $359.0K | 0.02% | +787+3.1% | Added |
| WFA Asset Management Corp | 26,790 | $371.0K | 0.24% | −5,570−17.2% | Reduced |
| Private Advisor Group, LLC | 27,086 | $375.0K | 0.00% | +8,511+45.8% | Added |
| Reuter James Wealth Management, LLC | 27,869 | $386.0K | 0.15% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 27,920 | $387.0K | 0.00% | +9,616+52.5% | Added |
| Rockland Trust Co | 29,812 | $413.0K | 0.03% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 29,941 | $415.0K | 0.00% | +29,941 | New |
| Edge Capital Group, LLC | 30,000 | $416.0K | 0.03% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 30,800 | $427.0K | 0.01% | −488−1.6% | Reduced |
| Cornercap Investment Counsel Inc | 32,595 | $452.0K | 0.05% | 00.0% | Unchanged |
| Great West Life Assurance Co | 30,943 | $456.0K | 0.00% | +1,706+5.8% | Added |
| Atria Wealth Solutions, Inc. | 33,099 | $458.0K | 0.01% | +33,099 | New |
| Bard Associates Inc | 34,373 | $476.0K | 0.17% | 00.0% | Unchanged |
| Parametric Portfolio Associates LLC | 39,866 | $552.0K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 39,951 | $553.0K | 0.10% | 00.0% | Unchanged |
| Stifel Financial Corp | 43,222 | $599.0K | 0.00% | +6,538+17.8% | Added |
| Virtus ETF Advisers LLC | 50,335 | $697.0K | 0.31% | +4,450+9.7% | Added |
| Epoch Investment Partners, Inc. | 51,374 | $712.0K | 0.00% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 53,270 | $737.0K | 0.00% | −3,996−7.0% | Reduced |
| Whittier Trust Co | 53,259 | $738.0K | 0.01% | +53,259 | New |
| GraniteShares Advisors LLC | 56,498 | $782.0K | 0.42% | +5,009+9.7% | Added |
| Spire Wealth Management | 56,577 | $784.0K | 0.02% | +202+0.4% | Added |
| Tranquility Partners, LLC | 59,701 | $827.0K | 0.39% | +5,798+10.8% | Added |
| Raymond James & Associates | 67,073 | $929.0K | 0.00% | +5,751+9.4% | Added |
| Key Client Fiduciary Advisors, LLC | 71,169 | $986.0K | 0.80% | +31,064+77.5% | Added |
| Valeo Financial Advisors, LLC | 73,250 | $1.01M | 0.05% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 73,950 | $1.02M | 0.00% | +244+0.3% | Added |
| Cetera Investment Advisers | 76,538 | $1.06M | 0.02% | +11,622+17.9% | Added |
| NCM Capital Management, LLC | 76,699 | $1.06M | 0.67% | +76,699 | New |