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 |
|---|---|---|---|---|---|
| Bleakley Financial Group, LLC | 19,184 | $238.6K | 0.01% | +1,500+8.5% | Added |
| Allen Investment Management LLC | 19,010 | $236.5K | 0.00% | −1,472−7.2% | Reduced |
| SageView Advisory Group, LLC | 18,921 | $235.4K | 0.01% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 18,754 | $233.3K | 0.01% | 00.0% | Unchanged |
| Natixis | 18,297 | $228.0K | 0.00% | −5,482−23.1% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 18,297 | $227.6K | 0.05% | +552+3.1% | Added |
| Sawtooth Solutions, LLC | 17,684 | $220.0K | 0.01% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 17,000 | $211.5K | 0.00% | 00.0% | Unchanged |
| Wambolt & Associates, LLC | 16,109 | $200.4K | 0.07% | −282−1.7% | Reduced |
| GYL Financial Synergies, LLC | 15,655 | $194.7K | 0.02% | 00.0% | Unchanged |
| ProShare Advisors LLC | 15,170 | $188.7K | 0.00% | +97+0.6% | Added |
| Essex Financial Services, Inc. | 14,202 | $176.7K | 0.02% | +50.0% | Added |
| Creative Planning | 12,706 | $158.1K | 0.00% | −1,238−8.9% | Reduced |
| Aquatic Capital Management LLC | 12,300 | $153.0K | 0.01% | +12,300 | New |
| Two Sigma Securities, LLC | 11,801 | $146.8K | 0.01% | +11,801 | New |
| Dynamic Technology Lab Private Ltd | 11,677 | $145.0K | 0.02% | −261−2.2% | Reduced |
| ARS Wealth Advisors Group, LLC | 11,390 | $141.7K | 0.02% | 00.0% | Unchanged |
| Paul Damon & Associates, Inc. | 10,728 | $133.5K | 0.08% | +13+0.1% | Added |
| Rothschild Investment Corp | 10,520 | $131.0K | 0.01% | 00.0% | Unchanged |
| Stephens Inc | 10,500 | $130.6K | 0.00% | 00.0% | Unchanged |
| Cetera Advisors LLC | 10,072 | $125.3K | 0.00% | +10,072 | New |
| 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 |
| IFP Advisors, Inc | 6,917 | $96.1K | 0.00% | +201+3.0% | Added |
| Bessemer Group Inc | 7,680 | $96.0K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 7,600 | $94.5K | 0.04% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 5,583 | $69.5K | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 3,392 | $42.2K | 0.01% | +3,392 | New |
| Quantbot Technologies LP | 2,785 | $34.6K | 0.00% | +2,785 | New |
| GWM Advisors LLC | 2,067 | $25.7K | 0.00% | – | – |
| Private Trust Co NA | 2,033 | $25.3K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 1,849 | $23.0K | 0.00% | −359−16.3% | Reduced |
| Proequities, Inc. | 1,400 | $17.4K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,200 | $15.0K | 0.00% | −6,550−84.5% | Reduced |
| Huntington National Bank | 1,101 | $13.7K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,031 | $12.8K | 0.00% | +1,031 | New |
| First Horizon Advisors, Inc. | 1,000 | $12.4K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 925 | $11.5K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 800 | $9.95K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 779 | $9.69K | 0.01% | +779 | New |
| Iron Horse Wealth Management, LLC | 700 | $8.71K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 500 | $6.22K | 0.00% | +500 | New |
| Farther Finance Advisors, LLC | 464 | $5.77K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 403 | $5.00K | 0.00% | −244−37.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 400 | $4.98K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 300 | $3.73K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 265 | $3.30K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 209 | $2.60K | 0.00% | +209 | New |
| Hexagon Capital Partners LLC | 150 | $1.87K | 0.00% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 111 | $1.38K | 0.00% | +3+2.8% | Added |
| Benjamin F. Edwards & Company, Inc. | 83 | $1.00K | 0.00% | +2+2.5% | Added |
| Citigroup Inc | 74 | $920 | 0.00% | +69+1,380.0% | Added |
| Horizon Investments, LLC | 34 | $423 | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −20,872−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −16,203−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −13,098−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −9,984−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −2,417−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −2,336−100.0% | Sold out |
| Tortoise Investment Management, LLC | 0 | $0 | 0.00% | −1,400−100.0% | Sold out |
| Register Financial Advisors LLC | 0 | $0 | 0.00% | −1,107−100.0% | Sold out |
| Laurel Wealth Advisors LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Chesapeake Asset Management LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Kula Investments, LLC | – | – | – | – | Not filed |
| Householder Group Estate & Retirement Specialist, LLC | – | – | – | – | Not filed |