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, Q4 2022
Institutional positions in New Mountain Finance Corp as of Dec 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
- 159
- +16 vs. Q3 2022
- Shares held
- 32.8M
- +5.37M (+19.5%) vs. Q3 2022
- Total value
- $406.0M
- +$89.1M (+28.1%) vs. Q3 2022
- New holders
- 30
- 51 more added
- Sold out
- 14
- 38 more reduced
5 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding New Mountain Finance Corp; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Cerity Partners LLC | 3,738,068 | $46.2M | 0.30% | +3,726,217+31,442.2% | Added |
| Allspring Global Investments Holdings, LLC | 3,114,304 | $38.5M | 0.07% | −150.0% | Reduced |
| HighTower Advisors, LLC | 2,475,571 | $30.6M | 0.07% | +103,868+4.4% | Added |
| LSV Asset Management | 2,398,994 | $29.7M | 0.07% | +201,568+9.2% | Added |
| Morgan Stanley | 1,759,578 | $21.8M | 0.00% | −19,441−1.1% | Reduced |
| Cliffwater LLC | 1,478,593 | $18.3M | 5.15% | +112,208+8.2% | Added |
| Van Eck Associates Corp | 1,248,898 | $15.4M | 0.04% | +103,464+9.0% | Added |
| Dimension Capital Management LLC | 1,216,078 | $15.0M | 3.51% | +39,603+3.4% | Added |
| JPMorgan Chase & Co | 1,119,658 | $13.8M | 0.00% | −4,378−0.4% | Reduced |
| Palisade Capital Management LLC | 1,031,803 | $12.8M | 0.34% | +180,625+21.2% | Added |
| Millennium Management LLC | 977,695 | $12.1M | 0.01% | +873,440+837.8% | Added |
| BlackRock Inc. | 758,591 | $9.38M | 0.00% | +10,374+1.4% | Added |
| Legal & General Group Plc | 675,987 | $8.36M | 0.00% | +34,160+5.3% | Added |
| Brandywine Global Investment Management, LLC | 521,129 | $6.45M | 0.05% | +75,576+17.0% | Added |
| UBS Group AG | 415,964 | $5.15M | 0.00% | +50,694+13.9% | Added |
| Muzinich & Co., Inc. | 412,849 | $5.10M | 4.50% | +10,695+2.7% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 401,025 | $4.96M | 0.00% | +10,413+2.7% | Added |
| Confluence Investment Management LLC | 400,776 | $4.96M | 0.07% | −519−0.1% | Reduced |
| Bank of America Corp | 392,679 | $4.86M | 0.00% | −19,064−4.6% | Reduced |
| Advisors Capital Management, LLC | 353,061 | $4.37M | 0.12% | +5,107+1.5% | Added |
| Lindbrook Capital, LLC | 351,648 | $4.35M | 0.54% | +351,648 | New |
| Advisor Group Holdings, Inc. | 344,580 | $4.26M | 0.01% | +5,633+1.7% | Added |
| Two Sigma Advisers, LP | 343,400 | $4.25M | 0.01% | −44,600−11.5% | Reduced |
| Advisors Asset Management, Inc. | 340,519 | $4.21M | 0.09% | −19,276−5.4% | Reduced |
| Wells Fargo & Company | 316,766 | $3.92M | 0.00% | −67,703−17.6% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 304,771 | $3.77M | 0.23% | −3,515−1.1% | Reduced |
| Neuberger Berman Group LLC | 298,311 | $3.68M | 0.00% | −33,347−10.1% | Reduced |
| Ares Management LLC | 284,881 | $3.52M | 0.17% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 227,396 | $2.81M | 0.00% | +40,817+21.9% | Added |
| Two Sigma Investments, LP | 218,286 | $2.70M | 0.01% | −103,340−32.1% | Reduced |
| Rockingstone Advisors LLC | 196,075 | $2.43M | 1.81% | +196,075 | New |
| Cetera Investment Advisers | 193,810 | $2.40M | 0.02% | +105,130+118.5% | Added |
| Captrust Financial Advisors | 186,752 | $2.31M | 0.01% | +2,009+1.1% | Added |
| Condor Capital Management | 174,221 | $2.16M | 0.27% | +24,638+16.5% | Added |
| Royal Bank of Canada | 163,206 | $2.02M | 0.00% | −219−0.1% | Reduced |
| Ameriprise Financial Inc | 156,064 | $1.93M | 0.00% | −32,793−17.4% | Reduced |
| McKinley Capital Management LLC /Delaware | 151,649 | $1.88M | 0.25% | −9,113−5.7% | Reduced |
| Janney Montgomery Scott LLC | 135,863 | $1.68M | 0.01% | −1,595−1.2% | Reduced |
| Wedbush Securities Inc | 129,553 | $1.60M | 0.09% | −788−0.6% | Reduced |
| Bramshill Investments, LLC | 125,025 | $1.55M | 0.18% | +3,689+3.0% | Added |
| Great West Life Assurance Co | 123,492 | $1.54M | 0.00% | +2,414+2.0% | Added |
| Alberta Investment Management Corp | 121,800 | $1.51M | 0.01% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 113,956 | $1.41M | 0.00% | −7,860−6.5% | Reduced |
| LPL Financial LLC | 112,212 | $1.39M | 0.00% | +3,763+3.5% | Added |
| NCM Capital Management, LLC | 109,475 | $1.35M | 0.89% | 00.0% | Unchanged |
| Epoch Investment Partners, Inc. | 99,204 | $1.23M | 0.01% | 00.0% | Unchanged |
| Invesco Ltd. | 95,726 | $1.18M | 0.00% | −839,020−89.8% | Reduced |
| Macquarie Group Ltd | 95,300 | $1.18M | 0.00% | 00.0% | Unchanged |
| Sigma Planning Corp | 91,917 | $1.14M | 0.04% | −2,020−2.2% | Reduced |
| Tranquility Partners, LLC | 88,244 | $1.09M | 0.56% | +5,493+6.6% | Added |
| Cynosure Management, LLC | 81,077 | $1.00M | 1.04% | +1,134+1.4% | Added |
| Guild Investment Management, Inc. | 77,650 | $960.5K | 1.64% | −3,300−4.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 75,676 | $936.0K | 0.00% | +2,646+3.6% | Added |
| Valeo Financial Advisors, LLC | 73,250 | $906.1K | 0.05% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 63,879 | $790.2K | 0.00% | +46,820+274.5% | Added |
| Acrisure Capital Management, LLC | 63,038 | $779.8K | 0.86% | +63,038 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 61,538 | $761.0K | 0.02% | +61,538 | New |
| Key Client Fiduciary Advisors, LLC | 57,289 | $708.7K | 0.48% | −2,080−3.5% | Reduced |
| Raymond James & Associates | 54,019 | $668.2K | 0.00% | −3,290−5.7% | Reduced |
| Geode Capital Management, LLC | 53,270 | $658.0K | 0.00% | 00.0% | Unchanged |
| Jump Financial, LLC | 52,500 | $649.4K | 0.03% | +18,300+53.5% | Added |
| GraniteShares Advisors LLC | 50,550 | $625.3K | 0.52% | −6,941−12.1% | Reduced |
| First Republic Investment Management, Inc. | 50,069 | $619.4K | 0.00% | +18,891+60.6% | Added |
| Citadel Advisors LLC | 50,060 | $619.2K | 0.00% | +37,736+306.2% | Added |
| Caxton Associates LP | 48,360 | $598.2K | 0.04% | +48,360 | New |
| Whittier Trust Co | 48,095 | $594.9K | 0.01% | −5,164−9.7% | Reduced |
| International Assets Investment Management, LLC | 47,773 | $591.0K | 0.06% | +7,893+19.8% | Added |
| Raymond James Financial Services Advisors, Inc. | 41,717 | $516.0K | 0.00% | −3,358−7.4% | Reduced |
| HRT Financial LP | 37,500 | $463.0K | 0.01% | +37,500 | New |
| Atria Wealth Solutions, Inc. | 35,954 | $444.8K | 0.01% | +2,500+7.5% | Added |
| Stifel Financial Corp | 35,686 | $441.4K | 0.00% | −6,972−16.3% | Reduced |
| Oppenheimer & Co Inc | 35,033 | $433.4K | 0.01% | −2,276−6.1% | Reduced |
| Boston Private Wealth LLC | 33,990 | $420.5K | 0.01% | +12,060+55.0% | Added |
| Cornercap Investment Counsel Inc | 32,595 | $403.2K | 0.07% | 00.0% | Unchanged |
| Bard Associates Inc | 31,373 | $388.1K | 0.17% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 30,643 | $379.1K | 0.00% | +30,643 | New |
| Cetera Advisor Networks LLC | 30,419 | $376.3K | 0.00% | +30,419 | New |
| Spire Wealth Management | 29,968 | $371.0K | 0.02% | −2,450−7.6% | Reduced |
| Virtus ETF Advisers LLC | 29,595 | $366.1K | 0.19% | −6,202−17.3% | Reduced |
| Reuter James Wealth Management, LLC | 28,849 | $356.9K | 0.26% | +980+3.5% | Added |
| WFA Asset Management Corp | 28,548 | $353.1K | 0.23% | +695+2.5% | Added |
| Chilton Investment Co LLC | 28,263 | $349.6K | 0.01% | 00.0% | Unchanged |
| Coombe, Bender & Co LLC | 26,702 | $330.0K | 0.30% | +115+0.4% | Added |
| Mutual Advisors, LLC | 25,319 | $313.2K | 0.01% | +611+2.5% | Added |
| Moloney Securities Asset Management, LLC | 25,315 | $313.2K | 0.07% | −471−1.8% | Reduced |
| Northern Trust Corp | 24,214 | $299.5K | 0.00% | −3,037−11.1% | Reduced |
| Natixis | 23,767 | $294.0K | 0.00% | +483+2.1% | Added |
| EMC Capital Management | 22,807 | $282.0K | 0.25% | 00.0% | Unchanged |
| Jane Street Group, LLC | 22,376 | $276.8K | 0.00% | +22,376 | New |
| Personal Capital Advisors Corp | 22,206 | $274.7K | 0.00% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 22,062 | $272.9K | 0.00% | −372−1.7% | Reduced |
| Shore Point Advisors, LLC | 21,895 | $270.8K | 0.22% | 00.0% | Unchanged |
| Sanders Morris Harris LLC | 21,875 | $270.6K | 0.10% | 00.0% | Unchanged |
| Kennedy Capital Management, Inc. | 21,628 | $267.5K | 0.01% | −2,645−10.9% | Reduced |
| Wellington Shields Capital Management, LLC | 21,000 | $259.8K | 0.03% | 00.0% | Unchanged |
| Allen Investment Management LLC | 20,482 | $253.4K | 0.00% | +1,125+5.8% | Added |
| Williams Jones Wealth Management, LLC. | 20,000 | $247.4K | 0.00% | −1,500−7.0% | Reduced |
| Claybrook Capital, LLC | 19,880 | $245.9K | 0.15% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 19,190 | $237.4K | 0.01% | 00.0% | Unchanged |
| CWM Advisors, LLC | 19,029 | $235.4K | 0.03% | +986+5.5% | Added |