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 |
|---|---|---|---|---|---|
| Bleakley Financial Group, LLC | 18,257 | $225.8K | 0.01% | +18,257 | New |
| ExodusPoint Capital Management, LP | 17,262 | $214.0K | 0.00% | +17,262 | New |
| Brown Advisory Inc | 17,000 | $210.3K | 0.00% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 16,946 | $209.6K | 0.02% | +16,946 | New |
| Boenning & Scattergood, Inc. | 15,000 | $208.0K | 0.03% | 00.0% | Unchanged |
| Wambolt & Associates, LLC | 16,716 | $206.8K | 0.08% | −385−2.3% | Reduced |
| Susquehanna International Group, LLP | 16,418 | $203.1K | 0.00% | +16,418 | New |
| GYL Financial Synergies, LLC | 15,655 | $193.7K | 0.04% | +2,770+21.5% | Added |
| Goldman Sachs Group Inc | 15,149 | $187.4K | 0.00% | −47,726−75.9% | Reduced |
| Essex Financial Services, Inc. | 14,192 | $175.0K | 0.02% | +60.0% | Added |
| Creative Planning | 12,926 | $159.9K | 0.00% | +265+2.1% | Added |
| Mercer Global Advisors Inc | 12,549 | $155.0K | 0.00% | +12,549 | New |
| Ergoteles LLC | 12,336 | $152.6K | 0.01% | +12,336 | New |
| Paul Damon & Associates, Inc. | 12,248 | $151.5K | 0.12% | +12,248 | New |
| ARS Wealth Advisors Group, LLC | 11,390 | $140.9K | 0.02% | +11,390 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 11,155 | $138.0K | 0.04% | +11,155 | New |
| Rothschild Investment Corp | 10,520 | $130.0K | 0.01% | 00.0% | Unchanged |
| Stephens Inc | 10,500 | $129.9K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 10,440 | $129.0K | 0.00% | +7,801+295.6% | Added |
| IFP Advisors, Inc | 8,586 | $119.0K | 0.00% | +7,389+617.3% | Added |
| Bessemer Group Inc | 7,680 | $95.0K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 7,600 | $94.0K | 0.05% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 7,300 | $90.0K | 0.01% | +7,300 | New |
| Accurate Wealth Management, LLC | 6,565 | $83.4K | 0.03% | +6,565 | New |
| PEAK6 Investments LLC | 3,557 | $44.0K | 0.00% | −13,995−79.7% | Reduced |
| Nomura Asset Management Co Ltd | 3,103 | $38.4K | 0.00% | +786+33.9% | Added |
| Harbour Investments, Inc. | 2,317 | $28.7K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 2,279 | $28.2K | 0.02% | +2,279 | New |
| Belpointe Asset Management LLC | 2,201 | $27.2K | 0.00% | +2,201 | New |
| Lazard Asset Management LLC | 2,152 | $26.0K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 2,033 | $25.0K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 1,976 | $24.0K | 0.00% | −85,583−97.7% | Reduced |
| Worth Asset Management, LLC | 1,770 | $21.9K | 0.02% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 1,570 | $19.4K | 0.00% | +1,008+179.4% | Added |
| Proequities, Inc. | 1,400 | $17.3K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 1,400 | $17.3K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1,101 | $13.6K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 1,079 | $13.0K | 0.00% | +2+0.2% | Added |
| First Horizon Advisors, Inc. | 1,000 | $12.4K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 925 | $11.4K | 0.00% | +925 | New |
| Simplex Trading, LLC | 809 | $10.0K | 0.00% | +744+1,144.6% | Added |
| Sound Income Strategies, LLC | 800 | $9.90K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 700 | $9.00K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 464 | $5.74K | 0.00% | +464 | New |
| 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 |
| Parallel Advisors, LLC | 300 | $3.71K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 300 | $3.71K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 265 | $3.28K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 259 | $3.20K | 0.00% | +259 | New |
| Zullo Investment Group, Inc. | 191 | $2.36K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 150 | $1.86K | 0.00% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 132 | $1.63K | 0.00% | +132 | New |
| Sandy Spring Bank | 128 | $1.58K | 0.00% | +4+3.2% | Added |
| West Financial Advisors, LLC | 105 | $1.30K | 0.00% | +3+2.9% | Added |
| Citigroup Inc | 5 | $62 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 2,067 | $26 | 0.00% | +2,067 | New |
| Quantbot Technologies LP | 1 | $12 | 0.00% | +1 | New |
| Gyon Technologies Capital Management, LP | 1 | $12 | 0.00% | +1 | New |
| Trexquant Investment LP | 0 | $0 | 0.00% | −41,438−100.0% | Sold out |
| SEI Investments Co | 0 | $0 | 0.00% | −23,834−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −11,901−100.0% | Sold out |
| Zhang Financial LLC | 0 | $0 | 0.00% | −11,861−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −11,246−100.0% | Sold out |
| Russell Investments Group, Ltd. | 0 | $0 | 0.00% | −11,439−100.0% | Sold out |
| Perennial Advisors, LLC | 0 | $0 | 0.00% | −10,051−100.0% | Sold out |
| Salem Investment Counselors Inc | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Householder Group Estate & Retirement Specialist, LLC | 0 | $0 | 0.00% | −733−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −494−100.0% | Sold out |
| BNP Paribas Arbitrage, SA | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Massmutual Trust Co FSB | 0 | $0 | 0.00% | −118−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Gradient Investments LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Round Table Services, LLC | – | – | – | – | Not filed |
| Roosevelt Investment Group LLC | – | – | – | – | Not filed |
| Covington Capital Management | – | – | – | – | Not filed |
| FourThought Financial, LLC | – | – | – | – | Not filed |
| American Portfolios Advisors | – | – | – | – | Not filed |