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, Q4 2023
Institutional positions in New Mountain Finance Corp as of Dec 31, 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
- 167
- +9 vs. Q3 2023
- Shares held
- 34.5M
- +1.91M (+5.9%) vs. Q3 2023
- Total value
- $438.3M
- +$16.3M (+3.9%) vs. Q3 2023
- New holders
- 25
- 57 more added
- Sold out
- 16
- 46 more reduced
3 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding New Mountain Finance Corp; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 1 | $13 | 0.00% | +1 | New |
| Citigroup Inc | 5 | $64 | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 11 | $140 | 0.00% | −42−79.2% | Reduced |
| Riggs Asset Managment Co. Inc. | 29 | $369 | 0.00% | +29 | New |
| Horizon Investments, LLC | 34 | $432 | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 86 | $1.00K | 0.00% | +1+1.2% | Added |
| West Financial Advisors, LLC | 116 | $1.48K | 0.00% | +2+1.8% | Added |
| Hexagon Capital Partners LLC | 150 | $1.91K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 207 | $2.63K | 0.00% | +207 | New |
| Larson Financial Group LLC | 209 | $2.66K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 265 | $3.37K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 300 | $3.82K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 461 | $5.86K | 0.00% | −3−0.6% | Reduced |
| Simplex Trading, LLC | 589 | $7.00K | 0.00% | +214+57.1% | Added |
| Tower Research Capital LLC (TRC) | 640 | $8.14K | 0.00% | +640 | New |
| Iron Horse Wealth Management, LLC | 700 | $8.90K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 733 | $9.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 800 | $10.2K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 925 | $11.8K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,000 | $12.7K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 1,024 | $13.0K | 0.01% | +1,024 | New |
| Huntington National Bank | 1,101 | $14.0K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 1,149 | $14.6K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 1,400 | $17.8K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,553 | $19.8K | 0.00% | +1,553 | New |
| Cape Investment Advisory, Inc. | 1,715 | $21.8K | 0.01% | +1,715 | New |
| Private Trust Co NA | 2,033 | $25.9K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 2,427 | $30.9K | 0.00% | +360+17.4% | Added |
| Morton Brown Family Wealth, LLC | 2,771 | $35.3K | 0.02% | +2,771 | New |
| Mercer Global Advisors Inc | 46,264 | $46.0K | 0.00% | +46,264 | New |
| Steward Partners Investment Advisory, LLC | 4,153 | $52.8K | 0.00% | −256−5.8% | Reduced |
| Barclays PLC | 4,900 | $62.3K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 6,348 | $80.7K | 0.00% | +765+13.7% | Added |
| IFP Advisors, Inc | 7,375 | $93.8K | 0.00% | +659+9.8% | Added |
| Bessemer Group Inc | 7,680 | $98.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 8,906 | $113.3K | 0.02% | +3,301+58.9% | Added |
| Brown Advisory Inc | 10,000 | $127.2K | 0.00% | 00.0% | Unchanged |
| Verity & Verity, LLC | 10,000 | $127.2K | 0.01% | 00.0% | Unchanged |
| Beaumont Financial Advisors, LLC | 10,199 | $129.7K | 0.01% | +10,199 | New |
| Comerica Bank | 10,475 | $133.2K | 0.00% | −875−7.7% | Reduced |
| Stephens Inc | 10,500 | $133.6K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 11,235 | $142.9K | 0.00% | −1,445−11.4% | Reduced |
| ARS Wealth Advisors Group, LLC | 11,390 | $144.9K | 0.02% | 00.0% | Unchanged |
| XTX Topco Ltd | 12,386 | $157.6K | 0.03% | +12,386 | New |
| Creative Planning | 12,737 | $162.0K | 0.00% | +15+0.1% | Added |
| Wambolt & Associates, LLC | 13,973 | $177.7K | 0.06% | −2,083−13.0% | Reduced |
| Essex Financial Services, Inc. | 14,215 | $180.8K | 0.02% | +70.0% | Added |
| Virtu Financial LLC | 14,229 | $181.0K | 0.01% | +14,229 | New |
| Advisory Services Network, LLC | 14,257 | $181.3K | 0.00% | −4,372−23.5% | Reduced |
| Jane Street Group, LLC | 14,727 | $187.3K | 0.00% | +14,727 | New |
| MQS Management LLC | 14,861 | $189.0K | 0.10% | +14,861 | New |
| Schonfeld Strategic Advisors LLC | 15,100 | $192.1K | 0.00% | −83,300−84.7% | Reduced |
| Gsa Capital Partners LLP | 15,222 | $194.0K | 0.02% | +15,222 | New |
| Wealth Enhancement Advisory Services, LLC | 15,430 | $196.3K | 0.00% | +1,525+11.0% | Added |
| Quantbot Technologies LP | 15,766 | $200.5K | 0.01% | +15,766 | New |
| Squarepoint Ops LLC | 16,462 | $209.4K | 0.00% | +5,943+56.5% | Added |
| Williams Jones Wealth Management, LLC. | 17,000 | $216.2K | 0.00% | 00.0% | Unchanged |
| PFG Investments, LLC | 17,289 | $219.9K | 0.04% | +214+1.3% | Added |
| Natixis | 17,184 | $220.1K | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 18,474 | $235.0K | 0.00% | +4,380+31.1% | Added |
| Northern Trust Corp | 18,497 | $235.3K | 0.00% | −14,473−43.9% | Reduced |
| Bank of Montreal | 18,305 | $237.6K | 0.00% | +18,305 | New |
| Allen Investment Management LLC | 19,010 | $241.8K | 0.00% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 19,121 | $243.2K | 0.05% | +441+2.4% | Added |
| SageView Advisory Group, LLC | 18,921 | $246.0K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 19,520 | $248.3K | 0.02% | +19,520 | New |
| Lido Advisors, LLC | 19,880 | $252.9K | 0.00% | +19,880 | New |
| Aquatic Capital Management LLC | 20,500 | $261.0K | 0.01% | +18,700+1,038.9% | Added |
| Kennedy Capital Management, Inc. | 21,628 | $275.1K | 0.01% | 00.0% | Unchanged |
| GYL Financial Synergies, LLC | 21,866 | $278.1K | 0.02% | +155+0.7% | Added |
| Shore Point Advisors, LLC | 21,895 | $278.5K | 0.17% | 00.0% | Unchanged |
| Empower Advisory Group, LLC | 22,206 | $282.5K | 0.00% | 00.0% | Unchanged |
| EMC Capital Management | 22,807 | $290.0K | 0.19% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 25,246 | $321.1K | 0.01% | +1,200+5.0% | Added |
| CI Private Wealth, LLC | 26,708 | $339.7K | 0.00% | −1,529−5.4% | Reduced |
| D. E. Shaw & Co., Inc. | 26,779 | $340.6K | 0.00% | +15,431+136.0% | Added |
| Chilton Investment Co LLC | 27,020 | $343.7K | 0.01% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 27,552 | $350.5K | 0.00% | +27,552 | New |
| Moloney Securities Asset Management, LLC | 28,264 | $359.5K | 0.06% | +45+0.2% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 29,083 | $370.0K | 0.01% | 00.0% | Unchanged |
| Bard Associates Inc | 29,698 | $377.8K | 0.14% | −1,550−5.0% | Reduced |
| NewEdge Wealth, LLC | 30,000 | $381.6K | 0.01% | +30,000 | New |
| CWM Advisors, LLC | 30,165 | $383.7K | 0.04% | +6,523+27.6% | Added |
| Raymond James & Associates | 31,013 | $394.5K | 0.00% | −4,533−12.8% | Reduced |
| Coombe, Bender & Co LLC | 31,301 | $398.2K | 0.25% | +495+1.6% | Added |
| CAPROCK Group, Inc. | 31,736 | $403.7K | 0.03% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 32,835 | $417.7K | 0.01% | −2,550−7.2% | Reduced |
| Boston Private Wealth LLC | 32,927 | $418.8K | 0.01% | +3,926+13.5% | Added |
| Cornercap Investment Counsel Inc | 32,995 | $419.7K | 0.07% | +400+1.2% | Added |
| Sigma Planning Corp | 33,197 | $422.3K | 0.03% | −48,272−59.3% | Reduced |
| International Assets Investment Management, LLC | 33,518 | $426.4K | 0.05% | −400−1.2% | Reduced |
| Spire Wealth Management | 33,213 | $426.8K | 0.01% | −2,139−6.1% | Reduced |
| Reuter James Wealth Management, LLC | 34,299 | $436.3K | 0.30% | 00.0% | Unchanged |
| Virtus ETF Advisers LLC | 36,497 | $464.2K | 0.29% | −14,244−28.1% | Reduced |
| Stifel Financial Corp | 36,876 | $469.1K | 0.00% | −661−1.8% | Reduced |
| Atria Wealth Solutions, Inc. | 36,954 | $470.1K | 0.01% | 00.0% | Unchanged |
| Invesco Ltd. | 39,510 | $502.6K | 0.00% | −780−1.9% | Reduced |
| Winton Group Ltd | 40,492 | $515.1K | 0.04% | +11,211+38.3% | Added |
| WFA Asset Management Corp | 44,149 | $561.6K | 0.31% | +1,057+2.5% | Added |
| Qube Research & Technologies Ltd | 45,880 | $583.6K | 0.00% | +26,747+139.8% | Added |