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
Q1 2023 vs. Q4 2022
How the institutions holding New Mountain Finance Corp changed between Q4 2022 and Q1 2023.
All holders in Q1 2023All holders in Q4 2022
| Measure | Q4 2022 | Of which not filed for Q1 2023 | Q1 2023 | Change |
|---|---|---|---|---|
| Holders | 159 | 2 | 148 | −9 |
| Shares | 32.8M | 37.2K | 32.0M | −808.5K (−2.5%) |
| Value | $406.0M | $482.7K | $389.2M | −$16.3M (−4.0%) |
2 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so the changes leave them out.
New holders (15)
Institutions that held New Mountain Finance Corp at the end of Q1 2023 but not at the end of Q4 2022.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Trexquant Investment LP | 48,333 | $588.2K | 0.02% |
| SEI Investments Co | 37,596 | $457.5K | 0.00% |
| CAPROCK Group, Inc. | 31,736 | $386.2K | 0.03% |
| Empower Advisory Group, LLC | 22,206 | $272.0K | 0.00% |
| Kula Investments, LLC | 20,359 | $247.8K | 0.06% |
| Sawtooth Solutions, LLC | 17,684 | $215.2K | 0.01% |
| XTX Topco Ltd | 16,203 | $197.2K | 0.04% |
| ProShare Advisors LLC | 15,073 | $183.4K | 0.00% |
| Dynamic Technology Lab Private Ltd | 11,938 | $145.0K | 0.01% |
| Tower Research Capital LLC (TRC) | 9,984 | $122.0K | 0.00% |
| CWM, LLC | 7,750 | $94.0K | 0.00% |
| State of Wyoming | 2,417 | $29.4K | 0.01% |
| Householder Group Estate & Retirement Specialist, LLC | 733 | $9.00K | 0.00% |
| Chesapeake Asset Management LLC | 200 | $2.43K | 0.00% |
| Horizon Investments, LLC | 34 | $414 | 0.00% |
Sold out (24)
Institutions that held New Mountain Finance Corp at the end of Q4 2022 and filed for Q1 2023 without it.
| Institution | Shares, Q4 2022 | Value, Q4 2022 |
|---|---|---|
| NCM Capital Management, LLC | 109,475 | $1.35M |
| Acrisure Capital Management, LLC | 63,038 | $779.8K |
| Jump Financial, LLC | 52,500 | $649.4K |
| Caxton Associates LP | 48,360 | $598.2K |
| HRT Financial LP | 37,500 | $463.0K |
| Wellington Shields Capital Management, LLC | 21,000 | $259.8K |
| Goldman Sachs Group Inc | 15,149 | $187.4K |
| Mercer Global Advisors Inc | 12,549 | $155.0K |
| Ergoteles LLC | 12,336 | $152.6K |
| Rockefeller Capital Management L.P. | 10,440 | $129.0K |
| Aquatic Capital Management LLC | 7,300 | $90.0K |
| Accurate Wealth Management, LLC | 6,565 | $83.4K |
| PEAK6 Investments LLC | 3,557 | $44.0K |
| Lazard Asset Management LLC | 2,152 | $26.0K |
| Acadian Asset Management LLC | 1,976 | $24.0K |
| Worth Asset Management, LLC | 1,770 | $21.9K |
| Money Concepts Capital Corp | 1,570 | $19.4K |
| McElhenny Sheffield Capital Management, LLC | 400 | $4.95K |
| Quarry LP | 259 | $3.20K |
| Zullo Investment Group, Inc. | 191 | $2.36K |
| U.S. Capital Wealth Advisors, LLC | 132 | $1.63K |
| Sandy Spring Bank | 128 | $1.58K |
| Quantbot Technologies LP | 1 | $12 |
| Gyon Technologies Capital Management, LP | 1 | $12 |
Not filed for Q1 2023 yet (2)
Institutions that held New Mountain Finance Corp at the end of Q4 2022 and haven't filed a 13F for Q1 2023. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q4 2022 | Value, Q4 2022 |
|---|---|---|
| Personal Capital Advisors Corp | 22,206 | $274.7K |
| Boenning & Scattergood, Inc. | 15,000 | $208.0K |