Skip to main content
Livermore
Livermore
ZHEN

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.

Institutional holdersQ1 2022: 148 institutions
Q1 2021: 131 institutionsQ2 2021: 131 institutionsQ3 2021: 124 institutionsQ4 2021: 134 institutionsQ1 2022: 148 institutionsQ2 2022: 159 institutionsQ3 2022: 148 institutionsQ4 2022: 159 institutionsQ1 2023: 148 institutionsQ2 2023: 153 institutionsQ3 2023: 161 institutionsQ4 2023: 167 institutionsQ1 2024: 175 institutionsQ2 2024: 164 institutionsQ3 2024: 169 institutionsQ4 2024: 169 institutionsQ1 2025: 165 institutionsQ2 2025: 164 institutionsQ3 2025: 158 institutionsQ4 2025: 171 institutionsQ1 2026: 155 institutionsQ2 2026: 143 institutions
Value heldQ1 2022: $422.6M
Q1 2021: $391.7MQ2 2021: $409.1MQ3 2021: $403.0MQ4 2021: $406.9MQ1 2022: $422.6MQ2 2022: $378.3MQ3 2022: $361.2MQ4 2022: $406.0MQ1 2023: $389.2MQ2 2023: $406.3MQ3 2023: $423.2MQ4 2023: $438.3MQ1 2024: $445.4MQ2 2024: $440.3MQ3 2024: $424.0MQ4 2024: $391.6MQ1 2025: $363.1MQ2 2025: $328.4MQ3 2025: $284.1MQ4 2025: $310.2MQ1 2026: $215.8MQ2 2026: $200.9M
Institutions holding NMFC and their total value by quarter
QuarterHoldersValue
Q2 2026143$200.9M
Q1 2026155$215.8M
Q4 2025171$310.2M
Q3 2025158$284.1M
Q2 2025164$328.4M
Q1 2025165$363.1M
Q4 2024169$391.6M
Q3 2024169$424.0M
Q2 2024164$440.3M
Q1 2024175$445.4M
Q4 2023167$438.3M
Q3 2023161$423.2M
Q2 2023153$406.3M
Q1 2023148$389.2M
Q4 2022159$406.0M
Q3 2022148$361.2M
Q2 2022159$378.3M
Q1 2022148$422.6M
Q4 2021134$406.9M
Q3 2021124$403.0M
Q2 2021131$409.1M
Q1 2021131$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.

Institutions holding NMFC in Q1 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Breiter Capital Management Inc11,550$160.0K0.08%+11,550New
ARS Wealth Advisors Group, LLC11,390$158.0K0.03%+11,390New
Cerity Partners LLC11,030$153.0K0.00%−907−7.6%Reduced
GYL Financial Synergies, LLC11,025$153.0K0.04%00.0%Unchanged
Mercer Global Advisors Inc10,923$151.0K0.00%−111−1.0%Reduced
Cedar Wealth Management, LLC10,350$143.0K0.06%00.0%Unchanged
Comerica Bank10,370$142.0K0.00%00.0%Unchanged
Essex Financial Services, Inc.10,177$141.0K0.01%+40.0%Added
Perennial Advisors, LLC10,042$139.0K0.04%−1,200−10.7%Reduced
Covington Capital Management10,047$139.0K0.00%00.0%Unchanged
Montag A & Associates Inc9,000$125.0K0.01%−2,000−18.2%Reduced
Bessemer Group Inc7,680$106.0K0.00%00.0%Unchanged
BNP Paribas Arbitrage, SA5,345$74.0K0.00%+5,345New
FourThought Financial, LLC3,690$51.0K0.01%00.0%Unchanged
PEAK6 Investments LLC2,751$38.0K0.00%+2,751New
Tower Research Capital LLC (TRC)2,510$35.0K0.00%+2,037+430.7%Added
Lazard Asset Management LLC2,152$29.0K0.00%+2,152New
Maryland Capital Advisors Inc.1,798$25.0K0.02%00.0%Unchanged
Proequities, Inc.1,671$23.0K0.00%−483−22.4%Reduced
Worth Asset Management, LLC1,770$22.0K0.01%+1,770New
American Portfolios Advisors1,550$21.5K0.00%00.0%Unchanged
Money Concepts Capital Corp1,504$21.0K0.00%+1,504New
IFP Advisors, Inc1,494$21.0K0.00%+1,494New
Nelson, Van Denburg & Campbell Wealth Management Group, LLC1,500$20.0K0.00%00.0%Unchanged
AdvisorNet Financial, Inc1,365$19.0K0.00%+1,365New
Tortoise Investment Management, LLC1,400$19.0K0.00%+1,400New
Rockefeller Capital Management L.P.1,117$15.0K0.00%−307−21.6%Reduced
Huntington National Bank1,101$15.0K0.00%00.0%Unchanged
First Horizon Advisors, Inc.1,000$14.0K0.00%00.0%Unchanged
Sound Income Strategies, LLC800$11.0K0.00%−409−33.8%Reduced
Iron Horse Wealth Management, LLC700$10.0K0.01%+700New
Financial Management Professionals, Inc.645$9.00K0.00%+645New
Group One Trading, L.P.500$7.00K0.00%−1,100−68.8%Reduced
Laurel Wealth Advisors LLC450$6.00K0.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC400$6.00K0.00%00.0%Unchanged
PSI Advisors, LLC350$5.00K0.00%00.0%Unchanged
Parallel Advisors, LLC300$4.00K0.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC270$4.00K0.00%+270New
Dixon Hughes Goodman Wealth Advisors LLC290$4.00K0.00%+290New
Zullo Investment Group, Inc.191$3.00K0.00%00.0%Unchanged
Fifth Third Bancorp182$3.00K0.00%+182New
Lindbrook Capital, LLC200$3.00K0.00%+200New
Sandy Spring Bank118$2.00K0.00%+2+1.7%Added
Graves-Light Private Wealth Management, Inc.167$2.00K0.00%00.0%Unchanged
Hexagon Capital Partners LLC150$2.00K0.00%00.0%Unchanged
Benjamin F. Edwards & Company, Inc.73$1.00K0.00%+1+1.4%Added
Citigroup Inc5$00.00%00.0%Unchanged
Gradient Investments LLC3$00.00%00.0%Unchanged
Advisors Asset Management, Inc.0$00.00%−332,382−100.0%Sold out
Focus Financial Network, Inc.0$00.00%−65,988−100.0%Sold out
Millennium Management LLC0$00.00%−66,011−100.0%Sold out
Jane Street Group, LLC0$00.00%−21,332−100.0%Sold out
Bailard, Inc.0$00.00%−18,946−100.0%Sold out
Trexquant Investment LP0$00.00%−15,148−100.0%Sold out
HRT Financial LP0$00.00%−11,400−100.0%Sold out
Fisher Asset Management, LLC0$00.00%−10,521−100.0%Sold out
Cornerstone Advisory, LLC0$00.00%−2,922−100.0%Sold out
Aquatic Capital Management LLC0$00.00%−600−100.0%Sold out
FMR LLC0$00.00%−161−100.0%Sold out