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, Q2 2023
Institutional positions in New Mountain Finance Corp as of Jun 30, 2023. 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
- 153
- +7 vs. Q1 2023
- Shares held
- 32.6M
- +672.3K (+2.1%) vs. Q1 2023
- Total value
- $406.3M
- +$17.3M (+4.4%) vs. Q1 2023
- New holders
- 17
- 53 more added
- Sold out
- 10
- 42 more reduced
2 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding New Mountain Finance Corp; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Cerity Partners LLC | 3,751,061 | $46.7M | 0.18% | −161,880−4.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 3,073,324 | $38.2M | 0.06% | −47,392−1.5% | Reduced |
| HighTower Advisors, LLC | 2,735,296 | $34.0M | 0.07% | +165,640+6.4% | Added |
| LSV Asset Management | 2,673,268 | $33.3M | 0.07% | +277,472+11.6% | Added |
| Morgan Stanley | 1,906,720 | $23.7M | 0.00% | +31,941+1.7% | Added |
| Van Eck Associates Corp | 1,319,912 | $16.4M | 0.04% | −15,304−1.1% | Reduced |
| Dimension Capital Management LLC | 1,191,852 | $14.8M | 3.21% | +10,152+0.9% | Added |
| JPMorgan Chase & Co | 1,182,788 | $14.7M | 0.00% | +34,259+3.0% | Added |
| Palisade Capital Management LLC | 1,025,444 | $12.8M | 0.34% | −2,484−0.2% | Reduced |
| Cliffwater LLC | 829,135 | $10.3M | 3.39% | −213,455−20.5% | Reduced |
| Legal & General Group Plc | 739,163 | $9.19M | 0.00% | +36,283+5.2% | Added |
| Millennium Management LLC | 699,601 | $8.70M | 0.01% | +92,516+15.2% | Added |
| Brandywine Global Investment Management, LLC | 551,556 | $6.86M | 0.06% | +22,257+4.2% | Added |
| BlackRock Inc. | 446,592 | $5.56M | 0.00% | −27,208−5.7% | Reduced |
| Bank of America Corp | 441,497 | $5.49M | 0.00% | +6,598+1.5% | Added |
| Two Sigma Investments, LP | 431,986 | $5.37M | 0.01% | +28,474+7.1% | Added |
| Two Sigma Advisers, LP | 405,900 | $5.05M | 0.01% | +10,500+2.7% | Added |
| Lindbrook Capital, LLC | 376,425 | $4.68M | 0.50% | +19,027+5.3% | Added |
| Confluence Investment Management LLC | 372,228 | $4.63M | 0.07% | +1,287+0.3% | Added |
| UBS Group AG | 372,003 | $4.63M | 0.00% | −254−0.1% | Reduced |
| Advisors Capital Management, LLC | 360,140 | $4.48M | 0.11% | −2,042−0.6% | Reduced |
| Muzinich & Co., Inc. | 359,057 | $4.47M | 3.94% | −33,047−8.4% | Reduced |
| Advisor Group Holdings, Inc. | 353,149 | $4.39M | 0.01% | −4,714−1.3% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 342,958 | $4.27M | 0.00% | −33,047−8.8% | Reduced |
| Advisors Asset Management, Inc. | 329,583 | $4.10M | 0.08% | −29,089−8.1% | Reduced |
| Envestnet Asset Management Inc | 268,751 | $3.34M | 0.00% | +19,190+7.7% | Added |
| Wells Fargo & Company | 244,639 | $3.04M | 0.00% | −43,818−15.2% | Reduced |
| Neuberger Berman Group LLC | 237,867 | $2.96M | 0.00% | −2,528−1.1% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 236,361 | $2.94M | 0.17% | −25,016−9.6% | Reduced |
| Cetera Investment Advisers | 221,458 | $2.75M | 0.02% | +18,505+9.1% | Added |
| Condor Capital Management | 202,053 | $2.51M | 0.30% | +16,123+8.7% | Added |
| Rockingstone Advisors LLC | 191,775 | $2.39M | 1.35% | +12,105+6.7% | Added |
| Captrust Financial Advisors | 189,026 | $2.35M | 0.01% | +937+0.5% | Added |
| Ameriprise Financial Inc | 164,986 | $2.05M | 0.00% | +10,118+6.5% | Added |
| Citadel Advisors LLC | 158,261 | $1.97M | 0.00% | +18,947+13.6% | Added |
| Royal Bank of Canada | 155,309 | $1.93M | 0.00% | −18,196−10.5% | Reduced |
| McKinley Capital Management LLC /Delaware | 148,671 | $1.85M | 0.25% | −1,084−0.7% | Reduced |
| Janney Montgomery Scott LLC | 142,453 | $1.77M | 0.01% | +1,243+0.9% | Added |
| LPL Financial LLC | 141,681 | $1.76M | 0.00% | +8,174+6.1% | Added |
| Schonfeld Strategic Advisors LLC | 130,300 | $1.62M | 0.01% | +130,300 | New |
| Bramshill Investments, LLC | 125,329 | $1.56M | 0.14% | −2,283−1.8% | Reduced |
| Commonwealth Equity Services, LLC | 122,350 | $1.52M | 0.00% | −1,394−1.1% | Reduced |
| Alberta Investment Management Corp | 121,800 | $1.52M | 0.01% | 00.0% | Unchanged |
| GraniteShares Advisors LLC | 114,930 | $1.43M | 1.29% | −1,223−1.1% | Reduced |
| Epoch Investment Partners, Inc. | 112,185 | $1.40M | 0.01% | +12,981+13.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 103,614 | $1.29M | 0.01% | +24,691+31.3% | Added |
| Tranquility Partners, LLC | 97,462 | $1.21M | 0.52% | +7,086+7.8% | Added |
| Macquarie Group Ltd | 95,300 | $1.19M | 0.00% | 00.0% | Unchanged |
| Ares Management LLC | 93,088 | $1.16M | 0.02% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 89,983 | $1.12M | 0.01% | +75,947+541.1% | Added |
| Wedbush Securities Inc | 87,838 | $1.09M | 0.05% | −30,903−26.0% | Reduced |
| Great West Life Assurance Co | 86,575 | $1.08M | 0.00% | +4,888+6.0% | Added |
| HRT Financial LP | 85,183 | $1.06M | 0.01% | +85,183 | New |
| Sigma Planning Corp | 84,235 | $1.05M | 0.04% | −4,091−4.6% | Reduced |
| Cynosure Management, LLC | 84,050 | $1.05M | 0.31% | +1,814+2.2% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 81,208 | $1.01M | 0.02% | +10,606+15.0% | Added |
| Goldman Sachs Group Inc | 76,697 | $954.1K | 0.00% | +76,697 | New |
| Guild Investment Management, Inc. | 73,355 | $912.5K | 1.28% | +250+0.3% | Added |
| Valeo Financial Advisors, LLC | 73,250 | $911.2K | 0.04% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 68,382 | $850.7K | 0.00% | +26,511+63.3% | Added |
| Geode Capital Management, LLC | 53,270 | $662.7K | 0.00% | 00.0% | Unchanged |
| First Republic Investment Management, Inc. | 50,069 | $622.9K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 48,095 | $598.3K | 0.01% | 00.0% | Unchanged |
| Key Client Fiduciary Advisors, LLC | 45,989 | $572.1K | 0.33% | −1,900−4.0% | Reduced |
| Raymond James & Associates | 45,273 | $563.2K | 0.00% | +47+0.1% | Added |
| SEI Investments Co | 44,296 | $551.0K | 0.00% | +6,700+17.8% | Added |
| Trexquant Investment LP | 43,630 | $542.8K | 0.01% | −4,703−9.7% | Reduced |
| WFA Asset Management Corp | 42,019 | $522.7K | 0.31% | +1,071+2.6% | Added |
| Invesco Ltd. | 41,201 | $512.5K | 0.00% | +5,727+16.1% | Added |
| International Assets Investment Management, LLC | 39,680 | $493.6K | 0.07% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 39,635 | $493.1K | 0.00% | +2,445+6.6% | Added |
| SG Americas Securities, LLC | 39,350 | $490.0K | 0.00% | +39,350 | New |
| Oppenheimer & Co Inc | 35,002 | $435.4K | 0.01% | +4,739+15.7% | Added |
| Spire Wealth Management | 34,870 | $433.8K | 0.02% | +2,146+6.6% | Added |
| Atria Wealth Solutions, Inc. | 33,954 | $422.4K | 0.01% | −1,000−2.9% | Reduced |
| Northern Trust Corp | 33,699 | $419.2K | 0.00% | +8,029+31.3% | Added |
| Reuter James Wealth Management, LLC | 32,649 | $406.2K | 0.49% | +2,800+9.4% | Added |
| Cornercap Investment Counsel Inc | 32,595 | $405.5K | 0.07% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 31,736 | $394.8K | 0.03% | 00.0% | Unchanged |
| Bard Associates Inc | 31,248 | $388.7K | 0.15% | −125−0.4% | Reduced |
| EMC Capital Management | 2,295 | $382.0K | 0.78% | −20,512−89.9% | Reduced |
| Boston Private Wealth LLC | 30,125 | $374.8K | 0.01% | −1,610−5.1% | Reduced |
| Coombe, Bender & Co LLC | 30,022 | $373.5K | 0.27% | +1,858+6.6% | Added |
| Stifel Financial Corp | 29,983 | $373.0K | 0.00% | −6,397−17.6% | Reduced |
| D. E. Shaw & Co., Inc. | 29,315 | $364.7K | 0.00% | +7,458+34.1% | Added |
| Chilton Investment Co LLC | 27,020 | $336.1K | 0.01% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 26,655 | $331.6K | 0.00% | −4,147−13.5% | Reduced |
| Virtus ETF Advisers LLC | 26,569 | $330.5K | 0.20% | −3,696−12.2% | Reduced |
| Moloney Securities Asset Management, LLC | 26,469 | $329.3K | 0.06% | +950+3.7% | Added |
| CWM Advisors, LLC | 25,251 | $314.1K | 0.04% | +3,121+14.1% | Added |
| Mutual Advisors, LLC | 23,713 | $295.0K | 0.01% | −343−1.4% | Reduced |
| Empower Advisory Group, LLC | 22,206 | $276.2K | 0.00% | 00.0% | Unchanged |
| Jump Financial, LLC | 22,000 | $273.7K | 0.01% | +22,000 | New |
| Shore Point Advisors, LLC | 21,895 | $272.4K | 0.19% | 00.0% | Unchanged |
| Sanders Morris Harris LLC | 21,875 | $272.1K | 0.06% | 00.0% | Unchanged |
| Kennedy Capital Management, Inc. | 21,628 | $269.1K | 0.01% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 21,598 | $268.7K | 0.00% | −336−1.5% | Reduced |
| Atom Investors LP | 20,840 | $259.3K | 0.10% | +20,840 | New |
| Squarepoint Ops LLC | 20,122 | $250.3K | 0.00% | +20,122 | New |
| Claybrook Capital, LLC | 19,880 | $247.3K | 0.13% | 00.0% | Unchanged |