New Mountain Finance Corp

NMFC

Exchange: Nasdaq
SEC CIK: 0001496099

SEC filings (opens in a new tab)

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

Q4 2022 vs. Q3 2022

How the institutions holding New Mountain Finance Corp changed between Q3 2022 and Q4 2022.

All holders in Q4 2022 All holders in Q3 2022

13F holders of NMFC: Q3 2022 compared with Q4 2022
Measure	Q3 2022	Of which not filed for Q4 2022	Q4 2022	Change
Holders	148	5	159	+16
Shares	31.3M	3.84M	32.8M	+5.37M (+19.5%)
Value	$361.2M	$44.2M	$406.0M	+$89.1M (+28.1%)

5 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (30)

Institutions that held New Mountain Finance Corp at the end of Q4 2022 but not at the end of Q3 2022.

Institutions new to NMFC in Q4 2022
Institution	Shares	Value	% of portfolio
Lindbrook Capital, LLC	351,648	$4.35M	0.54%
Rockingstone Advisors LLC	196,075	$2.43M	1.81%
Acrisure Capital Management, LLC	63,038	$779.8K	0.86%
BI Asset Management Fondsmaeglerselskab A/S	61,538	$761.0K	0.02%
Caxton Associates LP	48,360	$598.2K	0.04%
HRT Financial LP	37,500	$463.0K	0.01%
CI Private Wealth, LLC	30,643	$379.1K	0.00%
Cetera Advisor Networks LLC	30,419	$376.3K	0.00%
Jane Street Group, LLC	22,376	$276.8K	0.00%
Bleakley Financial Group, LLC	18,257	$225.8K	0.01%
ExodusPoint Capital Management, LP	17,262	$214.0K	0.00%
SageView Advisory Group, LLC	16,946	$209.6K	0.02%
Susquehanna International Group, LLP	16,418	$203.1K	0.00%
Mercer Global Advisors Inc	12,549	$155.0K	0.00%
Ergoteles LLC	12,336	$152.6K	0.01%
Paul Damon & Associates, Inc.	12,248	$151.5K	0.12%
ARS Wealth Advisors Group, LLC	11,390	$140.9K	0.02%
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	11,155	$138.0K	0.04%
Aquatic Capital Management LLC	7,300	$90.0K	0.01%
Accurate Wealth Management, LLC	6,565	$83.4K	0.03%
Register Financial Advisors LLC	2,279	$28.2K	0.02%
Belpointe Asset Management LLC	2,201	$27.2K	0.00%
EverSource Wealth Advisors, LLC	925	$11.4K	0.00%
Farther Finance Advisors, LLC	464	$5.74K	0.00%
McElhenny Sheffield Capital Management, LLC	400	$4.95K	0.00%
Quarry LP	259	$3.20K	0.00%
U.S. Capital Wealth Advisors, LLC	132	$1.63K	0.00%
GWM Advisors LLC	2,067	$26	0.00%
Quantbot Technologies LP	1	$12	0.00%
Gyon Technologies Capital Management, LP	1	$12	0.00%

Sold out (14)

Institutions that held New Mountain Finance Corp at the end of Q3 2022 and filed for Q4 2022 without it.

Institutions that sold out of NMFC in Q4 2022
Institution	Shares, Q3 2022	Value, Q3 2022
Trexquant Investment LP	41,438	$478.0K
SEI Investments Co	23,834	$275.0K
Balyasny Asset Management LLC	11,901	$137.0K
Zhang Financial LLC	11,861	$137.0K
Cubist Systematic Strategies, LLC	11,246	$130.0K
Russell Investments Group, Ltd.	11,439	$128.0K
Perennial Advisors, LLC	10,051	$116.0K
Salem Investment Counselors Inc	2,000	$23.0K
Householder Group Estate & Retirement Specialist, LLC	733	$8.00K
Tower Research Capital LLC (TRC)	494	$6.00K
BNP Paribas Arbitrage, SA	300	$3.46K
Massmutual Trust Co FSB	118	$1.00K
FMR LLC	1	$0
Gradient Investments LLC	3	$0

Not filed for Q4 2022 yet (5)

Institutions that held New Mountain Finance Corp at the end of Q3 2022 and haven't filed a 13F for Q4 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding NMFC in Q3 2022 that haven't filed for Q4 2022
Institution	Shares, Q3 2022	Value, Q3 2022
Round Table Services, LLC	3,796,759	$43.8M
Roosevelt Investment Group LLC	24,456	$282.0K
Covington Capital Management	10,047	$116.0K
FourThought Financial, LLC	3,690	$43.0K
American Portfolios Advisors	1,550	$17.9K