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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

Q3 2023 vs. Q2 2023

How the institutions holding New Mountain Finance Corp changed between Q2 2023 and Q3 2023.

All holders in Q3 2023All holders in Q2 2023

13F holders of NMFC: Q2 2023 compared with Q3 2023
MeasureQ2 2023Q3 2023Change
Holders153161+8
Shares32.6M32.7M+49.8K (+0.2%)
Value$406.3M$423.2M+$16.9M (+4.2%)

New holders (22)

Institutions that held New Mountain Finance Corp at the end of Q3 2023 but not at the end of Q2 2023.

Institutions new to NMFC in Q3 2023
InstitutionSharesValue% of portfolio
Acadian Asset Management LLC344,782$4.46M0.02%
Tudor Investment Corp Et Al157,816$2.04M0.03%
Merit Financial Group, LLC78,616$1.02M0.03%
Prevail Innovative Wealth Advisors, LLC66,559$861.9K0.45%
Winton Group Ltd29,281$379.2K0.03%
Connectus Wealth, LLC27,650$358.1K0.01%
Connor, Clark & Lunn Investment Management Ltd.24,753$320.6K0.00%
Qube Research & Technologies Ltd19,133$247.8K0.00%
PFG Investments, LLC17,075$221.1K0.04%
Kestra Advisory Services, LLC14,094$182.5K0.00%
Wealth Enhancement Advisory Services, LLC13,905$180.1K0.00%
Centiva Capital, LP13,755$178.1K0.01%
Davenport & Co LLC13,641$176.7K0.00%
Comerica Bank11,350$147.0K0.00%
Nisa Investment Advisors, LLC10,300$133.4K0.00%
State of Wyoming5,605$72.6K0.02%
BNP Paribas Arbitrage, SA5,300$68.6K0.00%
Barclays PLC4,900$63.5K0.00%
Carolinas Wealth Consulting LLC2,400$29.7K0.01%
South State Corp.1,792$23.2K0.00%
Householder Group Estate & Retirement Specialist, LLC733$9.49K0.00%
Elequin Capital LP53$6860.00%

Sold out (14)

Institutions that held New Mountain Finance Corp at the end of Q2 2023 and filed for Q3 2023 without it.

Institutions that sold out of NMFC in Q3 2023
InstitutionShares, Q2 2023Value, Q2 2023
Advisors Capital Management, LLC360,140$4.48M
Envestnet Asset Management Inc268,751$3.34M
Cetera Investment Advisers221,458$2.75M
Cetera Advisor Networks LLC39,635$493.1K
SG Americas Securities, LLC39,350$490.0K
Guggenheim Capital LLC21,598$268.7K
Atom Investors LP20,840$259.3K
Two Sigma Securities, LLC11,801$146.8K
Cetera Advisors LLC10,072$125.3K
Bourgeon Capital Management LLC3,392$42.2K
Quantbot Technologies LP2,785$34.6K
CWM, LLC1,200$15.0K
Northwestern Mutual Wealth Management Co1,031$12.8K
Quarry LP779$9.69K