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 |
|---|---|---|---|---|---|
| Quantbot Technologies LP | 1 | $12 | 0.00% | +1 | New |
| Gyon Technologies Capital Management, LP | 1 | $12 | 0.00% | +1 | New |
| GWM Advisors LLC | 2,067 | $26 | 0.00% | +2,067 | New |
| Citigroup Inc | 5 | $62 | 0.00% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 105 | $1.30K | 0.00% | +3+2.9% | Added |
| Sandy Spring Bank | 128 | $1.58K | 0.00% | +4+3.2% | Added |
| U.S. Capital Wealth Advisors, LLC | 132 | $1.63K | 0.00% | +132 | New |
| Hexagon Capital Partners LLC | 150 | $1.86K | 0.00% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 191 | $2.36K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 259 | $3.20K | 0.00% | +259 | New |
| AdvisorNet Financial, Inc | 265 | $3.28K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 300 | $3.71K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 300 | $3.71K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 400 | $4.95K | 0.00% | 00.0% | Unchanged |
| McElhenny Sheffield Capital Management, LLC | 400 | $4.95K | 0.00% | +400 | New |
| Farther Finance Advisors, LLC | 464 | $5.74K | 0.00% | +464 | New |
| Iron Horse Wealth Management, LLC | 700 | $9.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 800 | $9.90K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 809 | $10.0K | 0.00% | +744+1,144.6% | Added |
| EverSource Wealth Advisors, LLC | 925 | $11.4K | 0.00% | +925 | New |
| First Horizon Advisors, Inc. | 1,000 | $12.4K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 1,079 | $13.0K | 0.00% | +2+0.2% | Added |
| Huntington National Bank | 1,101 | $13.6K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 1,400 | $17.3K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 1,400 | $17.3K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 1,570 | $19.4K | 0.00% | +1,008+179.4% | Added |
| Worth Asset Management, LLC | 1,770 | $21.9K | 0.02% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 1,976 | $24.0K | 0.00% | −85,583−97.7% | Reduced |
| Private Trust Co NA | 2,033 | $25.0K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 2,152 | $26.0K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 2,201 | $27.2K | 0.00% | +2,201 | New |
| Register Financial Advisors LLC | 2,279 | $28.2K | 0.02% | +2,279 | New |
| Harbour Investments, Inc. | 2,317 | $28.7K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 3,103 | $38.4K | 0.00% | +786+33.9% | Added |
| PEAK6 Investments LLC | 3,557 | $44.0K | 0.00% | −13,995−79.7% | Reduced |
| Accurate Wealth Management, LLC | 6,565 | $83.4K | 0.03% | +6,565 | New |
| Aquatic Capital Management LLC | 7,300 | $90.0K | 0.01% | +7,300 | New |
| Cedar Wealth Management, LLC | 7,600 | $94.0K | 0.05% | 00.0% | Unchanged |
| Bessemer Group Inc | 7,680 | $95.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 8,586 | $119.0K | 0.00% | +7,389+617.3% | Added |
| Rockefeller Capital Management L.P. | 10,440 | $129.0K | 0.00% | +7,801+295.6% | Added |
| Stephens Inc | 10,500 | $129.9K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment Corp | 10,520 | $130.0K | 0.01% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 11,155 | $138.0K | 0.04% | +11,155 | New |
| ARS Wealth Advisors Group, LLC | 11,390 | $140.9K | 0.02% | +11,390 | New |
| Paul Damon & Associates, Inc. | 12,248 | $151.5K | 0.12% | +12,248 | New |
| Ergoteles LLC | 12,336 | $152.6K | 0.01% | +12,336 | New |
| Mercer Global Advisors Inc | 12,549 | $155.0K | 0.00% | +12,549 | New |
| Creative Planning | 12,926 | $159.9K | 0.00% | +265+2.1% | Added |
| Essex Financial Services, Inc. | 14,192 | $175.0K | 0.02% | +60.0% | Added |
| Goldman Sachs Group Inc | 15,149 | $187.4K | 0.00% | −47,726−75.9% | Reduced |
| GYL Financial Synergies, LLC | 15,655 | $193.7K | 0.04% | +2,770+21.5% | Added |
| Susquehanna International Group, LLP | 16,418 | $203.1K | 0.00% | +16,418 | New |
| Wambolt & Associates, LLC | 16,716 | $206.8K | 0.08% | −385−2.3% | Reduced |
| Boenning & Scattergood, Inc. | 15,000 | $208.0K | 0.03% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 16,946 | $209.6K | 0.02% | +16,946 | New |
| Brown Advisory Inc | 17,000 | $210.3K | 0.00% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 17,262 | $214.0K | 0.00% | +17,262 | New |
| Bleakley Financial Group, LLC | 18,257 | $225.8K | 0.01% | +18,257 | New |
| CWM Advisors, LLC | 19,029 | $235.4K | 0.03% | +986+5.5% | Added |
| Advisory Services Network, LLC | 19,190 | $237.4K | 0.01% | 00.0% | Unchanged |
| Claybrook Capital, LLC | 19,880 | $245.9K | 0.15% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 20,000 | $247.4K | 0.00% | −1,500−7.0% | Reduced |
| Allen Investment Management LLC | 20,482 | $253.4K | 0.00% | +1,125+5.8% | Added |
| Wellington Shields Capital Management, LLC | 21,000 | $259.8K | 0.03% | 00.0% | Unchanged |
| Kennedy Capital Management, Inc. | 21,628 | $267.5K | 0.01% | −2,645−10.9% | Reduced |
| Sanders Morris Harris LLC | 21,875 | $270.6K | 0.10% | 00.0% | Unchanged |
| Shore Point Advisors, LLC | 21,895 | $270.8K | 0.22% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 22,062 | $272.9K | 0.00% | −372−1.7% | Reduced |
| Personal Capital Advisors Corp | 22,206 | $274.7K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 22,376 | $276.8K | 0.00% | +22,376 | New |
| EMC Capital Management | 22,807 | $282.0K | 0.25% | 00.0% | Unchanged |
| Natixis | 23,767 | $294.0K | 0.00% | +483+2.1% | Added |
| Northern Trust Corp | 24,214 | $299.5K | 0.00% | −3,037−11.1% | Reduced |
| Moloney Securities Asset Management, LLC | 25,315 | $313.2K | 0.07% | −471−1.8% | Reduced |
| Mutual Advisors, LLC | 25,319 | $313.2K | 0.01% | +611+2.5% | Added |
| Coombe, Bender & Co LLC | 26,702 | $330.0K | 0.30% | +115+0.4% | Added |
| Chilton Investment Co LLC | 28,263 | $349.6K | 0.01% | 00.0% | Unchanged |
| WFA Asset Management Corp | 28,548 | $353.1K | 0.23% | +695+2.5% | Added |
| Reuter James Wealth Management, LLC | 28,849 | $356.9K | 0.26% | +980+3.5% | Added |
| Virtus ETF Advisers LLC | 29,595 | $366.1K | 0.19% | −6,202−17.3% | Reduced |
| Spire Wealth Management | 29,968 | $371.0K | 0.02% | −2,450−7.6% | Reduced |
| Cetera Advisor Networks LLC | 30,419 | $376.3K | 0.00% | +30,419 | New |
| CI Private Wealth, LLC | 30,643 | $379.1K | 0.00% | +30,643 | New |
| Bard Associates Inc | 31,373 | $388.1K | 0.17% | 00.0% | Unchanged |
| Cornercap Investment Counsel Inc | 32,595 | $403.2K | 0.07% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 33,990 | $420.5K | 0.01% | +12,060+55.0% | Added |
| Oppenheimer & Co Inc | 35,033 | $433.4K | 0.01% | −2,276−6.1% | Reduced |
| Stifel Financial Corp | 35,686 | $441.4K | 0.00% | −6,972−16.3% | Reduced |
| Atria Wealth Solutions, Inc. | 35,954 | $444.8K | 0.01% | +2,500+7.5% | Added |
| HRT Financial LP | 37,500 | $463.0K | 0.01% | +37,500 | New |
| Raymond James Financial Services Advisors, Inc. | 41,717 | $516.0K | 0.00% | −3,358−7.4% | Reduced |
| International Assets Investment Management, LLC | 47,773 | $591.0K | 0.06% | +7,893+19.8% | Added |
| Whittier Trust Co | 48,095 | $594.9K | 0.01% | −5,164−9.7% | Reduced |
| Caxton Associates LP | 48,360 | $598.2K | 0.04% | +48,360 | New |
| Citadel Advisors LLC | 50,060 | $619.2K | 0.00% | +37,736+306.2% | Added |
| First Republic Investment Management, Inc. | 50,069 | $619.4K | 0.00% | +18,891+60.6% | Added |
| GraniteShares Advisors LLC | 50,550 | $625.3K | 0.52% | −6,941−12.1% | Reduced |
| Jump Financial, LLC | 52,500 | $649.4K | 0.03% | +18,300+53.5% | Added |
| Geode Capital Management, LLC | 53,270 | $658.0K | 0.00% | 00.0% | Unchanged |