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 |
|---|---|---|---|---|---|
| Susquehanna International Group, LLP | 16,320 | $194.0K | 0.00% | −13,621−45.5% | Reduced |
| Boenning & Scattergood, Inc. | 15,000 | $179.0K | 0.03% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 14,758 | $176.0K | 0.00% | +12,007+436.5% | Added |
| Balyasny Asset Management LLC | 14,263 | $170.0K | 0.00% | +14,263 | New |
| National Asset Management, Inc. | 13,642 | $163.0K | 0.01% | +102+0.8% | Added |
| 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 |
| Creative Planning | 12,648 | $151.0K | 0.00% | +12,648 | New |
| Quantbot Technologies LP | 12,671 | $150.0K | 0.01% | +12,671 | New |
| Cerity Partners LLC | 11,830 | $141.0K | 0.00% | +800+7.3% | Added |
| CenterBook Partners LP | 11,464 | $137.0K | 0.03% | +11,464 | New |
| ARS Wealth Advisors Group, LLC | 11,390 | $136.0K | 0.02% | 00.0% | Unchanged |
| Rothschild Investment Corp | 11,000 | $131.0K | 0.01% | −13,044−54.3% | Reduced |
| Mercer Global Advisors Inc | 10,919 | $130.0K | 0.00% | −40.0% | Reduced |
| Comerica Bank | 10,370 | $129.0K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 10,350 | $123.0K | 0.06% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 10,182 | $121.0K | 0.01% | +50.0% | Added |
| Covington Capital Management | 10,047 | $120.0K | 0.00% | 00.0% | Unchanged |
| Perennial Advisors, LLC | 10,046 | $120.0K | 0.04% | +40.0% | Added |
| Bessemer Group Inc | 7,680 | $91.0K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 5,300 | $63.0K | 0.02% | +5,300 | New |
| Point72 Hong Kong Ltd | 4,094 | $49.0K | 0.00% | +4,094 | New |
| FourThought Financial, LLC | 3,690 | $44.0K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 3,427 | $41.0K | 0.00% | +917+36.5% | Added |
| BNP Paribas Arbitrage, SA | 3,300 | $39.3K | 0.00% | −2,045−38.3% | Reduced |
| ACG Wealth | 3,255 | $39.0K | 0.01% | +3,255 | New |
| State of Wyoming | 2,876 | $34.0K | 0.02% | +2,876 | New |
| Harbour Investments, Inc. | 2,317 | $28.0K | 0.00% | +2,317 | New |
| Lazard Asset Management LLC | 2,152 | $25.0K | 0.00% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 1,770 | $21.0K | 0.01% | 00.0% | Unchanged |
| Simplex Trading, LLC | 1,760 | $20.0K | 0.00% | +1,760 | New |
| American Portfolios Advisors | 1,550 | $18.5K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 1,514 | $18.0K | 0.00% | +397+35.5% | Added |
| 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 |
| Huntington National Bank | 1,101 | $13.0K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 1,078 | $12.8K | 0.00% | +1,078 | New |
| First Horizon Advisors, Inc. | 1,000 | $12.0K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 800 | $10.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Money Concepts Capital Corp | 562 | $7.00K | 0.00% | −942−62.6% | Reduced |
| Proequities, Inc. | 500 | $6.00K | 0.00% | −1,171−70.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 400 | $5.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| AdvisorNet Financial, Inc | 265 | $3.00K | 0.00% | −1,100−80.6% | Reduced |
| 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 |
| 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 |
| Gradient Investments LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1 | $0 | 0.00% | +1 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −86,207−100.0% | Sold out |
| Atria Wealth Solutions, Inc. | 0 | $0 | 0.00% | −33,099−100.0% | Sold out |
| Rockland Trust Co | 0 | $0 | 0.00% | −29,812−100.0% | Sold out |
| Calton & Associates, Inc. | 0 | $0 | 0.00% | −17,620−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −14,776−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −13,942−100.0% | Sold out |
| GYL Financial Synergies, LLC | 0 | $0 | 0.00% | −11,025−100.0% | Sold out |
| Montag A & Associates Inc | 0 | $0 | 0.00% | −9,000−100.0% | Sold out |
| Maryland Capital Advisors Inc. | 0 | $0 | 0.00% | −1,798−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Fifth Third Bancorp | 0 | $0 | 0.00% | −182−100.0% | Sold out |
| Parametric Portfolio Associates LLC | – | – | – | – | Not filed |
| Breiter Capital Management Inc | – | – | – | – | Not filed |
| Dixon Hughes Goodman Wealth Advisors LLC | – | – | – | – | Not filed |