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 |
|---|---|---|---|---|---|
| Raymond James Financial Services Advisors, Inc. | 77,885 | $1.08M | 0.00% | +1,357+1.8% | Added |
| Guild Investment Management, Inc. | 78,150 | $1.08M | 1.11% | −2,650−3.3% | Reduced |
| Chilton Investment Co LLC | 84,744 | $1.17M | 0.03% | −258,648−75.3% | Reduced |
| Citadel Advisors LLC | 86,207 | $1.19M | 0.00% | +23,324+37.1% | Added |
| Macquarie Group Ltd | 95,300 | $1.32M | 0.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 95,612 | $1.32M | 0.01% | +449+0.5% | Added |
| Mackenzie Financial Corp | 95,824 | $1.33M | 0.00% | −75−0.1% | Reduced |
| LPL Financial LLC | 98,081 | $1.36M | 0.00% | −6,227−6.0% | Reduced |
| Sigma Planning Corp | 98,126 | $1.36M | 0.04% | −2,229−2.2% | Reduced |
| Condor Capital Management | 107,472 | $1.49M | 0.17% | +18,073+20.2% | Added |
| Analyst IMS Investment Management Services Ltd. | 108,868 | $1.51M | 0.13% | 00.0% | Unchanged |
| First Republic Investment Management, Inc. | 114,779 | $1.59M | 0.00% | −1,786−1.5% | Reduced |
| Wedbush Securities Inc | 121,423 | $1.68M | 0.08% | +448+0.4% | Added |
| Alberta Investment Management Corp | 121,800 | $1.69M | 0.01% | 00.0% | Unchanged |
| Altium Wealth Management LLC | 147,067 | $2.04M | 0.13% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 147,975 | $2.05M | 0.00% | −8,077−5.2% | Reduced |
| Bramshill Investments, LLC | 150,276 | $2.08M | 0.29% | +11,134+8.0% | Added |
| Envestnet Asset Management Inc | 161,444 | $2.24M | 0.00% | +18,835+13.2% | Added |
| McKinley Capital Management LLC /Delaware | 164,632 | $2.28M | 0.23% | +480+0.3% | Added |
| Royal Bank of Canada | 191,132 | $2.65M | 0.00% | −3,764−1.9% | Reduced |
| Commonwealth Equity Services, LLC | 205,813 | $2.85M | 0.01% | +9,620+4.9% | Added |
| Hennion & Walsh Asset Management, Inc. | 282,924 | $3.92M | 0.21% | +8,617+3.1% | Added |
| UBS Group AG | 292,881 | $4.06M | 0.00% | +12,806+4.6% | Added |
| Advisor Group Holdings, Inc. | 330,454 | $4.48M | 0.01% | +4,893+1.5% | Added |
| Bank of America Corp | 333,434 | $4.62M | 0.00% | +30,495+10.1% | Added |
| Brandywine Global Investment Management, LLC | 334,180 | $4.63M | 0.03% | +334,180 | New |
| Ares Management LLC | 339,239 | $4.70M | 0.18% | −150,056−30.7% | Reduced |
| Advisors Capital Management, LLC | 365,356 | $5.06M | 0.14% | +21,959+6.4% | Added |
| Confluence Investment Management LLC | 401,867 | $5.57M | 0.08% | +317+0.1% | Added |
| Two Sigma Investments, LP | 405,571 | $5.62M | 0.02% | +85,608+26.8% | Added |
| Wells Fargo & Company | 430,626 | $5.96M | 0.00% | −4,275−1.0% | Reduced |
| Two Sigma Advisers, LP | 451,700 | $6.26M | 0.02% | +66,500+17.3% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 484,926 | $6.72M | 0.00% | +33,553+7.4% | Added |
| Muzinich & Co., Inc. | 496,468 | $6.88M | 4.79% | +33,553+7.2% | Added |
| BlackRock Inc. | 529,560 | $7.33M | 0.00% | −109,422−17.1% | Reduced |
| Legal & General Group Plc | 532,831 | $7.39M | 0.00% | −27,452−4.9% | Reduced |
| Neuberger Berman Group LLC | 629,699 | $8.72M | 0.01% | +13,098+2.1% | Added |
| Palisade Capital Management LLC | 727,903 | $10.1M | 0.23% | −60,431−7.7% | Reduced |
| JPMorgan Chase & Co | 969,989 | $13.4M | 0.00% | −160,511−14.2% | Reduced |
| Invesco Ltd. | 993,593 | $13.8M | 0.00% | −143,074−12.6% | Reduced |
| Cliffwater LLC | 1,204,821 | $16.7M | 4.38% | +129,653+12.1% | Added |
| Dimension Capital Management LLC | 1,246,015 | $17.3M | 3.22% | +5,716+0.5% | Added |
| Morgan Stanley | 1,753,054 | $24.3M | 0.00% | +103,023+6.2% | Added |
| Van Eck Associates Corp | 2,087,012 | $28.9M | 0.06% | +654,394+45.7% | Added |
| LSV Asset Management | 2,098,498 | $29.1M | 0.05% | +43,500+2.1% | Added |
| HighTower Advisors, LLC | 2,211,533 | $30.6M | 0.07% | +25,378+1.2% | Added |
| Round Table Services, LLC | 2,976,086 | $41.2M | 6.89% | +209,532+7.6% | Added |
| Allspring Global Investments Holdings, LLC | 3,104,075 | $43.0M | 0.05% | +1,0980.0% | Added |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −332,382−100.0% | Sold out |
| Focus Financial Network, Inc. | 0 | $0 | 0.00% | −65,988−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −66,011−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −21,332−100.0% | Sold out |
| Bailard, Inc. | 0 | $0 | 0.00% | −18,946−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −15,148−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −11,400−100.0% | Sold out |
| Fisher Asset Management, LLC | 0 | $0 | 0.00% | −10,521−100.0% | Sold out |
| Cornerstone Advisory, LLC | 0 | $0 | 0.00% | −2,922−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −161−100.0% | Sold out |