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, Q2 2022
Institutional positions in New Mountain Finance Corp as of Jun 30, 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
- 159
- +14 vs. Q1 2022
- Shares held
- 31.8M
- +1.27M (+4.2%) vs. Q1 2022
- Total value
- $378.3M
- −$43.6M (−10.3%) vs. Q1 2022
- New holders
- 26
- 54 more added
- Sold out
- 12
- 39 more reduced
3 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding New Mountain Finance Corp; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Gradient Investments LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1 | $0 | 0.00% | +1 | New |
| Sandy Spring Bank | 121 | $1.00K | 0.00% | +3+2.5% | Added |
| Benjamin F. Edwards & Company, Inc. | 75 | $1.00K | 0.00% | +2+2.7% | Added |
| West Financial Advisors, LLC | 100 | $1.00K | 0.00% | +100 | New |
| Moisand Fitzgerald Tamayo, LLC | 135 | $2.00K | 0.00% | −135−50.0% | Reduced |
| Lindbrook Capital, LLC | 200 | $2.00K | 0.00% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 191 | $2.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| AdvisorNet Financial, Inc | 265 | $3.00K | 0.00% | −1,100−80.6% | Reduced |
| Laurel Wealth Advisors LLC | 300 | $4.00K | 0.00% | −150−33.3% | Reduced |
| PSI Advisors, LLC | 350 | $4.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 300 | $4.00K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 325 | $4.00K | 0.00% | +320+6,400.0% | Added |
| Steward Partners Investment Advisory, LLC | 400 | $5.00K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 500 | $6.00K | 0.00% | −1,171−70.1% | Reduced |
| Money Concepts Capital Corp | 562 | $7.00K | 0.00% | −942−62.6% | Reduced |
| Iron Horse Wealth Management, LLC | 700 | $8.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 645 | $8.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 800 | $10.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,000 | $12.0K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 1,078 | $12.8K | 0.00% | +1,078 | New |
| Huntington National Bank | 1,101 | $13.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,197 | $17.0K | 0.00% | −297−19.9% | Reduced |
| Tortoise Investment Management, LLC | 1,400 | $17.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 1,514 | $18.0K | 0.00% | +397+35.5% | Added |
| American Portfolios Advisors | 1,550 | $18.5K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 1,760 | $20.0K | 0.00% | +1,760 | New |
| Worth Asset Management, LLC | 1,770 | $21.0K | 0.01% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 2,152 | $25.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 2,317 | $28.0K | 0.00% | +2,317 | New |
| State of Wyoming | 2,876 | $34.0K | 0.02% | +2,876 | New |
| ACG Wealth | 3,255 | $39.0K | 0.01% | +3,255 | New |
| BNP Paribas Arbitrage, SA | 3,300 | $39.3K | 0.00% | −2,045−38.3% | Reduced |
| Tower Research Capital LLC (TRC) | 3,427 | $41.0K | 0.00% | +917+36.5% | Added |
| FourThought Financial, LLC | 3,690 | $44.0K | 0.01% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 4,094 | $49.0K | 0.00% | +4,094 | New |
| Aquatic Capital Management LLC | 5,300 | $63.0K | 0.02% | +5,300 | New |
| Bessemer Group Inc | 7,680 | $91.0K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 10,047 | $120.0K | 0.00% | 00.0% | Unchanged |
| Perennial Advisors, LLC | 10,046 | $120.0K | 0.04% | +40.0% | Added |
| Essex Financial Services, Inc. | 10,182 | $121.0K | 0.01% | +50.0% | Added |
| Cedar Wealth Management, LLC | 10,350 | $123.0K | 0.06% | 00.0% | Unchanged |
| Comerica Bank | 10,370 | $129.0K | 0.00% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 10,919 | $130.0K | 0.00% | −40.0% | Reduced |
| Rothschild Investment Corp | 11,000 | $131.0K | 0.01% | −13,044−54.3% | Reduced |
| ARS Wealth Advisors Group, LLC | 11,390 | $136.0K | 0.02% | 00.0% | Unchanged |
| CenterBook Partners LP | 11,464 | $137.0K | 0.03% | +11,464 | New |
| Cerity Partners LLC | 11,830 | $141.0K | 0.00% | +800+7.3% | Added |
| Quantbot Technologies LP | 12,671 | $150.0K | 0.01% | +12,671 | New |
| Creative Planning | 12,648 | $151.0K | 0.00% | +12,648 | New |
| D. E. Shaw & Co., Inc. | 12,852 | $153.0K | 0.00% | −15,068−54.0% | Reduced |
| Victory Capital Management Inc | 12,876 | $153.0K | 0.00% | +217+1.7% | Added |
| National Asset Management, Inc. | 13,642 | $163.0K | 0.01% | +102+0.8% | Added |
| Balyasny Asset Management LLC | 14,263 | $170.0K | 0.00% | +14,263 | New |
| PEAK6 Investments LLC | 14,758 | $176.0K | 0.00% | +12,007+436.5% | Added |
| Boenning & Scattergood, Inc. | 15,000 | $179.0K | 0.03% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 16,320 | $194.0K | 0.00% | −13,621−45.5% | Reduced |
| Brown Advisory Inc | 17,000 | $202.0K | 0.00% | 00.0% | Unchanged |
| Wambolt & Associates, LLC | 17,660 | $210.0K | 0.08% | 00.0% | Unchanged |
| Natixis | 18,784 | $224.0K | 0.00% | +18,784 | New |
| Allen Investment Management LLC | 19,357 | $231.0K | 0.00% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 19,610 | $234.0K | 0.00% | +19,610 | New |
| Advisory Services Network, LLC | 19,891 | $237.0K | 0.01% | −1,499−7.0% | Reduced |
| Truist Financial Corp | 20,287 | $242.0K | 0.00% | +30+0.1% | Added |
| Wellington Shields Capital Management, LLC | 21,000 | $250.0K | 0.03% | −25,700−55.0% | Reduced |
| Sanders Morris Harris LLC | 21,875 | $261.0K | 0.06% | 00.0% | Unchanged |
| Shore Point Advisors, LLC | 21,895 | $261.0K | 0.24% | 00.0% | Unchanged |
| Personal Capital Advisors Corp | 22,206 | $264.0K | 0.00% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 22,500 | $268.0K | 0.00% | −2,000−8.2% | Reduced |
| EMC Capital Management | 22,807 | $272.0K | 0.23% | +101+0.4% | Added |
| Guggenheim Capital LLC | 23,655 | $282.0K | 0.00% | +480+2.1% | Added |
| Jane Street Group, LLC | 23,775 | $283.0K | 0.00% | +23,775 | New |
| SEI Investments Co | 23,834 | $284.0K | 0.00% | +23,834 | New |
| Kennedy Capital Management, Inc. | 24,147 | $288.0K | 0.01% | +1,934+8.7% | Added |
| Northern Trust Corp | 24,289 | $289.0K | 0.00% | +3,970+19.5% | Added |
| Coombe, Bender & Co LLC | 25,085 | $299.0K | 0.25% | +25,085 | New |
| Mutual Advisors, LLC | 25,328 | $302.0K | 0.02% | −574−2.2% | Reduced |
| Roosevelt Investment Group LLC | 25,356 | $302.0K | 0.02% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 25,969 | $309.0K | 0.07% | +195+0.8% | Added |
| WFA Asset Management Corp | 27,277 | $324.9K | 0.23% | +487+1.8% | Added |
| Reuter James Wealth Management, LLC | 27,869 | $332.0K | 0.21% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 28,586 | $341.0K | 0.00% | +1,500+5.5% | Added |
| Acadian Asset Management LLC | 29,446 | $350.0K | 0.00% | +29,446 | New |
| Edge Capital Group, LLC | 30,000 | $357.0K | 0.03% | 00.0% | Unchanged |
| Chilton Investment Co LLC | 30,763 | $366.0K | 0.01% | −53,981−63.7% | Reduced |
| First Republic Investment Management, Inc. | 31,178 | $371.0K | 0.00% | −83,601−72.8% | Reduced |
| Bard Associates Inc | 31,373 | $374.0K | 0.16% | −3,000−8.7% | Reduced |
| Cornercap Investment Counsel Inc | 32,595 | $388.0K | 0.07% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 37,575 | $448.0K | 0.01% | +6,775+22.0% | Added |
| International Assets Investment Management, LLC | 40,112 | $478.0K | 0.09% | +161+0.4% | Added |
| Stifel Financial Corp | 42,948 | $512.0K | 0.00% | −274−0.6% | Reduced |
| Jump Financial, LLC | 43,600 | $519.0K | 0.02% | +43,600 | New |
| Spire Wealth Management | 44,436 | $529.0K | 0.02% | −12,141−21.5% | Reduced |
| Virtus ETF Advisers LLC | 49,093 | $585.0K | 0.22% | −1,242−2.5% | Reduced |
| Qube Research & Technologies Ltd | 49,705 | $592.0K | 0.00% | +49,705 | New |
| Whittier Trust Co | 53,259 | $634.0K | 0.01% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 53,270 | $634.0K | 0.00% | 00.0% | Unchanged |
| GraniteShares Advisors LLC | 58,177 | $692.0K | 0.51% | +1,679+3.0% | Added |