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
Q3 2022 vs. Q2 2022
How the institutions holding New Mountain Finance Corp changed between Q2 2022 and Q3 2022.
All holders in Q3 2022All holders in Q2 2022
| Measure | Q2 2022 | Of which not filed for Q3 2022 | Q3 2022 | Change |
|---|---|---|---|---|
| Holders | 159 | 2 | 148 | −9 |
| Shares | 31.8M | 550.3K | 31.3M | +85.1K (+0.3%) |
| Value | $378.3M | $6.55M | $361.2M | −$10.6M (−2.8%) |
2 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so the changes leave them out.
New holders (16)
Institutions that held New Mountain Finance Corp at the end of Q3 2022 but not at the end of Q2 2022.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Captrust Financial Advisors | 184,743 | $2.13M | 0.01% |
| Cynosure Management, LLC | 79,943 | $922.0K | 0.99% |
| Trexquant Investment LP | 41,438 | $478.0K | 0.02% |
| Atria Wealth Solutions, Inc. | 33,454 | $385.7K | 0.01% |
| Boston Private Wealth LLC | 21,930 | $252.0K | 0.00% |
| Claybrook Capital, LLC | 19,880 | $229.0K | 0.15% |
| CWM Advisors, LLC | 18,043 | $208.0K | 0.03% |
| GYL Financial Synergies, LLC | 12,885 | $149.0K | 0.04% |
| Citadel Advisors LLC | 12,324 | $142.0K | 0.00% |
| Zhang Financial LLC | 11,861 | $137.0K | 0.02% |
| Russell Investments Group, Ltd. | 11,439 | $128.0K | 0.00% |
| Stephens Inc | 10,500 | $121.0K | 0.00% |
| Salem Investment Counselors Inc | 2,000 | $23.0K | 0.00% |
| Private Trust Co NA | 2,033 | $23.0K | 0.00% |
| Householder Group Estate & Retirement Specialist, LLC | 733 | $8.00K | 0.00% |
| Massmutual Trust Co FSB | 118 | $1.00K | 0.00% |
Sold out (25)
Institutions that held New Mountain Finance Corp at the end of Q2 2022 and filed for Q3 2022 without it.
Not filed for Q3 2022 yet (2)
Institutions that held New Mountain Finance Corp at the end of Q2 2022 and haven't filed a 13F for Q3 2022. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q2 2022 | Value, Q2 2022 |
|---|---|---|
| Farmer Steven Patrick | 403,193 | $4.80M |
| Altium Wealth Management LLC | 147,067 | $1.75M |