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 |
|---|---|---|---|---|---|
| Horizon Investments, LLC | 34 | $423 | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 74 | $920 | 0.00% | +69+1,380.0% | Added |
| Benjamin F. Edwards & Company, Inc. | 83 | $1.00K | 0.00% | +2+2.5% | Added |
| West Financial Advisors, LLC | 111 | $1.38K | 0.00% | +3+2.8% | Added |
| Hexagon Capital Partners LLC | 150 | $1.87K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 209 | $2.60K | 0.00% | +209 | New |
| AdvisorNet Financial, Inc | 265 | $3.30K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 300 | $3.73K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 400 | $4.98K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 403 | $5.00K | 0.00% | −244−37.7% | Reduced |
| Farther Finance Advisors, LLC | 464 | $5.77K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 500 | $6.22K | 0.00% | +500 | New |
| Iron Horse Wealth Management, LLC | 700 | $8.71K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 779 | $9.69K | 0.01% | +779 | New |
| Sound Income Strategies, LLC | 800 | $9.95K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 925 | $11.5K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,000 | $12.4K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,031 | $12.8K | 0.00% | +1,031 | New |
| Huntington National Bank | 1,101 | $13.7K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,200 | $15.0K | 0.00% | −6,550−84.5% | Reduced |
| Proequities, Inc. | 1,400 | $17.4K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 1,849 | $23.0K | 0.00% | −359−16.3% | Reduced |
| Private Trust Co NA | 2,033 | $25.3K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 2,067 | $25.7K | 0.00% | – | – |
| Quantbot Technologies LP | 2,785 | $34.6K | 0.00% | +2,785 | New |
| Bourgeon Capital Management LLC | 3,392 | $42.2K | 0.01% | +3,392 | New |
| Harbour Investments, Inc. | 5,583 | $69.5K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 7,600 | $94.5K | 0.04% | 00.0% | Unchanged |
| Bessemer Group Inc | 7,680 | $96.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 6,917 | $96.1K | 0.00% | +201+3.0% | Added |
| Brown Advisory Inc | 10,000 | $124.4K | 0.00% | −4,159−29.4% | Reduced |
| Verity & Verity, LLC | 10,000 | $124.4K | 0.02% | +10,000 | New |
| Cetera Advisors LLC | 10,072 | $125.3K | 0.00% | +10,072 | New |
| Stephens Inc | 10,500 | $130.6K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment Corp | 10,520 | $131.0K | 0.01% | 00.0% | Unchanged |
| Paul Damon & Associates, Inc. | 10,728 | $133.5K | 0.08% | +13+0.1% | Added |
| ARS Wealth Advisors Group, LLC | 11,390 | $141.7K | 0.02% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 11,677 | $145.0K | 0.02% | −261−2.2% | Reduced |
| Two Sigma Securities, LLC | 11,801 | $146.8K | 0.01% | +11,801 | New |
| Aquatic Capital Management LLC | 12,300 | $153.0K | 0.01% | +12,300 | New |
| Creative Planning | 12,706 | $158.1K | 0.00% | −1,238−8.9% | Reduced |
| Essex Financial Services, Inc. | 14,202 | $176.7K | 0.02% | +50.0% | Added |
| ProShare Advisors LLC | 15,170 | $188.7K | 0.00% | +97+0.6% | Added |
| GYL Financial Synergies, LLC | 15,655 | $194.7K | 0.02% | 00.0% | Unchanged |
| Wambolt & Associates, LLC | 16,109 | $200.4K | 0.07% | −282−1.7% | Reduced |
| Williams Jones Wealth Management, LLC. | 17,000 | $211.5K | 0.00% | 00.0% | Unchanged |
| Sawtooth Solutions, LLC | 17,684 | $220.0K | 0.01% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 18,297 | $227.6K | 0.05% | +552+3.1% | Added |
| Natixis | 18,297 | $228.0K | 0.00% | −5,482−23.1% | Reduced |
| Advisory Services Network, LLC | 18,754 | $233.3K | 0.01% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 18,921 | $235.4K | 0.01% | 00.0% | Unchanged |
| Allen Investment Management LLC | 19,010 | $236.5K | 0.00% | −1,472−7.2% | Reduced |
| Bleakley Financial Group, LLC | 19,184 | $238.6K | 0.01% | +1,500+8.5% | Added |
| Claybrook Capital, LLC | 19,880 | $247.3K | 0.13% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 20,122 | $250.3K | 0.00% | +20,122 | New |
| Atom Investors LP | 20,840 | $259.3K | 0.10% | +20,840 | New |
| Guggenheim Capital LLC | 21,598 | $268.7K | 0.00% | −336−1.5% | Reduced |
| Kennedy Capital Management, Inc. | 21,628 | $269.1K | 0.01% | 00.0% | Unchanged |
| Sanders Morris Harris LLC | 21,875 | $272.1K | 0.06% | 00.0% | Unchanged |
| Shore Point Advisors, LLC | 21,895 | $272.4K | 0.19% | 00.0% | Unchanged |
| Jump Financial, LLC | 22,000 | $273.7K | 0.01% | +22,000 | New |
| Empower Advisory Group, LLC | 22,206 | $276.2K | 0.00% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 23,713 | $295.0K | 0.01% | −343−1.4% | Reduced |
| CWM Advisors, LLC | 25,251 | $314.1K | 0.04% | +3,121+14.1% | Added |
| Moloney Securities Asset Management, LLC | 26,469 | $329.3K | 0.06% | +950+3.7% | Added |
| Virtus ETF Advisers LLC | 26,569 | $330.5K | 0.20% | −3,696−12.2% | Reduced |
| CI Private Wealth, LLC | 26,655 | $331.6K | 0.00% | −4,147−13.5% | Reduced |
| Chilton Investment Co LLC | 27,020 | $336.1K | 0.01% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 29,315 | $364.7K | 0.00% | +7,458+34.1% | Added |
| Stifel Financial Corp | 29,983 | $373.0K | 0.00% | −6,397−17.6% | Reduced |
| Coombe, Bender & Co LLC | 30,022 | $373.5K | 0.27% | +1,858+6.6% | Added |
| Boston Private Wealth LLC | 30,125 | $374.8K | 0.01% | −1,610−5.1% | Reduced |
| EMC Capital Management | 2,295 | $382.0K | 0.78% | −20,512−89.9% | Reduced |
| Bard Associates Inc | 31,248 | $388.7K | 0.15% | −125−0.4% | Reduced |
| CAPROCK Group, Inc. | 31,736 | $394.8K | 0.03% | 00.0% | Unchanged |
| Cornercap Investment Counsel Inc | 32,595 | $405.5K | 0.07% | 00.0% | Unchanged |
| Reuter James Wealth Management, LLC | 32,649 | $406.2K | 0.49% | +2,800+9.4% | Added |
| Northern Trust Corp | 33,699 | $419.2K | 0.00% | +8,029+31.3% | Added |
| Atria Wealth Solutions, Inc. | 33,954 | $422.4K | 0.01% | −1,000−2.9% | Reduced |
| Spire Wealth Management | 34,870 | $433.8K | 0.02% | +2,146+6.6% | Added |
| Oppenheimer & Co Inc | 35,002 | $435.4K | 0.01% | +4,739+15.7% | Added |
| SG Americas Securities, LLC | 39,350 | $490.0K | 0.00% | +39,350 | New |
| Cetera Advisor Networks LLC | 39,635 | $493.1K | 0.00% | +2,445+6.6% | Added |
| International Assets Investment Management, LLC | 39,680 | $493.6K | 0.07% | 00.0% | Unchanged |
| Invesco Ltd. | 41,201 | $512.5K | 0.00% | +5,727+16.1% | Added |
| WFA Asset Management Corp | 42,019 | $522.7K | 0.31% | +1,071+2.6% | Added |
| Trexquant Investment LP | 43,630 | $542.8K | 0.01% | −4,703−9.7% | Reduced |
| SEI Investments Co | 44,296 | $551.0K | 0.00% | +6,700+17.8% | Added |
| Raymond James & Associates | 45,273 | $563.2K | 0.00% | +47+0.1% | Added |
| Key Client Fiduciary Advisors, LLC | 45,989 | $572.1K | 0.33% | −1,900−4.0% | Reduced |
| Whittier Trust Co | 48,095 | $598.3K | 0.01% | 00.0% | Unchanged |
| First Republic Investment Management, Inc. | 50,069 | $622.9K | 0.00% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 53,270 | $662.7K | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 68,382 | $850.7K | 0.00% | +26,511+63.3% | Added |
| Valeo Financial Advisors, LLC | 73,250 | $911.2K | 0.04% | 00.0% | Unchanged |
| Guild Investment Management, Inc. | 73,355 | $912.5K | 1.28% | +250+0.3% | Added |
| Goldman Sachs Group Inc | 76,697 | $954.1K | 0.00% | +76,697 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 81,208 | $1.01M | 0.02% | +10,606+15.0% | Added |
| Cynosure Management, LLC | 84,050 | $1.05M | 0.31% | +1,814+2.2% | Added |
| Sigma Planning Corp | 84,235 | $1.05M | 0.04% | −4,091−4.6% | Reduced |