New Mountain Finance Corp

NMFC

Exchange: Nasdaq
SEC CIK: 0001496099

SEC filings (opens in a new tab)

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

Q4 2023 vs. Q3 2023

How the institutions holding New Mountain Finance Corp changed between Q3 2023 and Q4 2023.

All holders in Q4 2023 All holders in Q3 2023

13F holders of NMFC: Q3 2023 compared with Q4 2023
Measure	Q3 2023	Of which not filed for Q4 2023	Q4 2023	Change
Holders	161	3	167	+9
Shares	32.7M	90.5K	34.5M	+1.91M (+5.9%)
Value	$423.2M	$1.17M	$438.3M	+$16.3M (+3.9%)

3 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (25)

Institutions that held New Mountain Finance Corp at the end of Q4 2023 but not at the end of Q3 2023.

Institutions new to NMFC in Q4 2023
Institution	Shares	Value	% of portfolio
National Philanthropic Trust	852,921	$10.8M	0.29%
Focus Financial Network Inc	324,625	$4.14M	0.16%
Midwest Professional Planners, LTD.	87,308	$1.11M	0.44%
Oak Family Advisors, LLC	54,156	$688.9K	0.29%
NewEdge Wealth, LLC	30,000	$381.6K	0.01%
Susquehanna International Group, LLP	27,552	$350.5K	0.00%
Lido Advisors, LLC	19,880	$252.9K	0.00%
Rothschild Investment LLC	19,520	$248.3K	0.02%
Bank of Montreal	18,305	$237.6K	0.00%
Quantbot Technologies LP	15,766	$200.5K	0.01%
Gsa Capital Partners LLP	15,222	$194.0K	0.02%
MQS Management LLC	14,861	$189.0K	0.10%
Jane Street Group, LLC	14,727	$187.3K	0.00%
Virtu Financial LLC	14,229	$181.0K	0.01%
XTX Topco Ltd	12,386	$157.6K	0.03%
Beaumont Financial Advisors, LLC	10,199	$129.7K	0.01%
Mercer Global Advisors Inc	46,264	$46.0K	0.00%
Morton Brown Family Wealth, LLC	2,771	$35.3K	0.02%
Cape Investment Advisory, Inc.	1,715	$21.8K	0.01%
Geneos Wealth Management Inc.	1,553	$19.8K	0.00%
Quarry LP	1,024	$13.0K	0.01%
Tower Research Capital LLC (TRC)	640	$8.14K	0.00%
Creekmur Asset Management LLC	207	$2.63K	0.00%
Riggs Asset Managment Co. Inc.	29	$369	0.00%
FMR LLC	1	$13	0.00%

Sold out (16)

Institutions that held New Mountain Finance Corp at the end of Q3 2023 and filed for Q4 2023 without it.

Institutions that sold out of NMFC in Q4 2023
Institution	Shares, Q3 2023	Value, Q3 2023
Merit Financial Group, LLC	78,616	$1.02M
Connor, Clark & Lunn Investment Management Ltd.	24,753	$320.6K
Jump Financial, LLC	22,269	$288.4K
Sanders Morris Harris LLC	21,875	$283.3K
Sawtooth Solutions, LLC	15,879	$205.6K
Bleakley Financial Group, LLC	15,879	$205.6K
Dynamic Technology Lab Private Ltd	14,202	$184.0K
Centiva Capital, LP	13,755	$178.1K
Davenport & Co LLC	13,641	$176.7K
Paul Damon & Associates, Inc.	10,615	$137.5K
Nisa Investment Advisors, LLC	10,300	$133.4K
Cedar Wealth Management, LLC	7,600	$98.4K
BNP Paribas Arbitrage, SA	5,300	$68.6K
Carolinas Wealth Consulting LLC	2,400	$29.7K
South State Corp.	1,792	$23.2K
Cary Street Partner Investment Advisory LLC	500	$6.47K

Not filed for Q4 2023 yet (3)

Institutions that held New Mountain Finance Corp at the end of Q3 2023 and haven't filed a 13F for Q4 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding NMFC in Q3 2023 that haven't filed for Q4 2023
Institution	Shares, Q3 2023	Value, Q3 2023
First Republic Investment Management, Inc.	50,069	$648.4K
Rothschild Investment Corp	20,520	$266.0K
Claybrook Capital, LLC	19,880	$257.4K