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Livermore
ZHEN

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.

Institutional holdersQ4 2023: 167 institutions
Q1 2021: 131 institutionsQ2 2021: 131 institutionsQ3 2021: 124 institutionsQ4 2021: 134 institutionsQ1 2022: 148 institutionsQ2 2022: 159 institutionsQ3 2022: 148 institutionsQ4 2022: 159 institutionsQ1 2023: 148 institutionsQ2 2023: 153 institutionsQ3 2023: 161 institutionsQ4 2023: 167 institutionsQ1 2024: 175 institutionsQ2 2024: 164 institutionsQ3 2024: 169 institutionsQ4 2024: 169 institutionsQ1 2025: 165 institutionsQ2 2025: 164 institutionsQ3 2025: 158 institutionsQ4 2025: 171 institutionsQ1 2026: 155 institutionsQ2 2026: 143 institutions
Value heldQ4 2023: $438.3M
Q1 2021: $391.7MQ2 2021: $409.1MQ3 2021: $403.0MQ4 2021: $406.9MQ1 2022: $422.6MQ2 2022: $378.3MQ3 2022: $361.2MQ4 2022: $406.0MQ1 2023: $389.2MQ2 2023: $406.3MQ3 2023: $423.2MQ4 2023: $438.3MQ1 2024: $445.4MQ2 2024: $440.3MQ3 2024: $424.0MQ4 2024: $391.6MQ1 2025: $363.1MQ2 2025: $328.4MQ3 2025: $284.1MQ4 2025: $310.2MQ1 2026: $215.8MQ2 2026: $200.9M
Institutions holding NMFC and their total value by quarter
QuarterHoldersValue
Q2 2026143$200.9M
Q1 2026155$215.8M
Q4 2025171$310.2M
Q3 2025158$284.1M
Q2 2025164$328.4M
Q1 2025165$363.1M
Q4 2024169$391.6M
Q3 2024169$424.0M
Q2 2024164$440.3M
Q1 2024175$445.4M
Q4 2023167$438.3M
Q3 2023161$423.2M
Q2 2023153$406.3M
Q1 2023148$389.2M
Q4 2022159$406.0M
Q3 2022148$361.2M
Q2 2022159$378.3M
Q1 2022148$422.6M
Q4 2021134$406.9M
Q3 2021124$403.0M
Q2 2021131$409.1M
Q1 2021131$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.

Institutions holding NMFC in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Lido Advisors, LLC19,880$252.9K0.00%+19,880New
Rothschild Investment LLC19,520$248.3K0.02%+19,520New
SageView Advisory Group, LLC18,921$246.0K0.01%00.0%Unchanged
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors19,121$243.2K0.05%+441+2.4%Added
Allen Investment Management LLC19,010$241.8K0.00%00.0%Unchanged
Bank of Montreal18,305$237.6K0.00%+18,305New
Northern Trust Corp18,497$235.3K0.00%−14,473−43.9%Reduced
Kestra Advisory Services, LLC18,474$235.0K0.00%+4,380+31.1%Added
Natixis17,184$220.1K0.00%00.0%Unchanged
PFG Investments, LLC17,289$219.9K0.04%+214+1.3%Added
Williams Jones Wealth Management, LLC.17,000$216.2K0.00%00.0%Unchanged
Squarepoint Ops LLC16,462$209.4K0.00%+5,943+56.5%Added
Quantbot Technologies LP15,766$200.5K0.01%+15,766New
Wealth Enhancement Advisory Services, LLC15,430$196.3K0.00%+1,525+11.0%Added
Gsa Capital Partners LLP15,222$194.0K0.02%+15,222New
Schonfeld Strategic Advisors LLC15,100$192.1K0.00%−83,300−84.7%Reduced
MQS Management LLC14,861$189.0K0.10%+14,861New
Jane Street Group, LLC14,727$187.3K0.00%+14,727New
Advisory Services Network, LLC14,257$181.3K0.00%−4,372−23.5%Reduced
Virtu Financial LLC14,229$181.0K0.01%+14,229New
Essex Financial Services, Inc.14,215$180.8K0.02%+70.0%Added
Wambolt & Associates, LLC13,973$177.7K0.06%−2,083−13.0%Reduced
Creative Planning12,737$162.0K0.00%+15+0.1%Added
XTX Topco Ltd12,386$157.6K0.03%+12,386New
ARS Wealth Advisors Group, LLC11,390$144.9K0.02%00.0%Unchanged
ProShare Advisors LLC11,235$142.9K0.00%−1,445−11.4%Reduced
Stephens Inc10,500$133.6K0.00%00.0%Unchanged
Comerica Bank10,475$133.2K0.00%−875−7.7%Reduced
Beaumont Financial Advisors, LLC10,199$129.7K0.01%+10,199New
Brown Advisory Inc10,000$127.2K0.00%00.0%Unchanged
Verity & Verity, LLC10,000$127.2K0.01%00.0%Unchanged
State of Wyoming8,906$113.3K0.02%+3,301+58.9%Added
Bessemer Group Inc7,680$98.0K0.00%00.0%Unchanged
IFP Advisors, Inc7,375$93.8K0.00%+659+9.8%Added
Harbour Investments, Inc.6,348$80.7K0.00%+765+13.7%Added
Barclays PLC4,900$62.3K0.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC4,153$52.8K0.00%−256−5.8%Reduced
Mercer Global Advisors Inc46,264$46.0K0.00%+46,264New
Morton Brown Family Wealth, LLC2,771$35.3K0.02%+2,771New
GWM Advisors LLC2,427$30.9K0.00%+360+17.4%Added
Private Trust Co NA2,033$25.9K0.00%00.0%Unchanged
Cape Investment Advisory, Inc.1,715$21.8K0.01%+1,715New
Geneos Wealth Management Inc.1,553$19.8K0.00%+1,553New
Proequities, Inc.1,400$17.8K0.00%00.0%Unchanged
Nomura Asset Management Co Ltd1,149$14.6K0.00%00.0%Unchanged
Huntington National Bank1,101$14.0K0.00%00.0%Unchanged
Quarry LP1,024$13.0K0.01%+1,024New
First Horizon Advisors, Inc.1,000$12.7K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC925$11.8K0.00%00.0%Unchanged
Sound Income Strategies, LLC800$10.2K0.00%00.0%Unchanged
Householder Group Estate & Retirement Specialist, LLC733$9.00K0.00%00.0%Unchanged
Iron Horse Wealth Management, LLC700$8.90K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)640$8.14K0.00%+640New
Simplex Trading, LLC589$7.00K0.00%+214+57.1%Added
Farther Finance Advisors, LLC461$5.86K0.00%−3−0.6%Reduced
Parallel Advisors, LLC300$3.82K0.00%00.0%Unchanged
AdvisorNet Financial, Inc265$3.37K0.00%00.0%Unchanged
Larson Financial Group LLC209$2.66K0.00%00.0%Unchanged
Creekmur Asset Management LLC207$2.63K0.00%+207New
Hexagon Capital Partners LLC150$1.91K0.00%00.0%Unchanged
West Financial Advisors, LLC116$1.48K0.00%+2+1.8%Added
Benjamin F. Edwards & Company, Inc.86$1.00K0.00%+1+1.2%Added
Horizon Investments, LLC34$4320.00%00.0%Unchanged
Riggs Asset Managment Co. Inc.29$3690.00%+29New
Elequin Capital LP11$1400.00%−42−79.2%Reduced
Citigroup Inc5$640.00%00.0%Unchanged
FMR LLC1$130.00%+1New
Carolinas Wealth Consulting LLC0$00.00%−2,400−100.0%Sold out
Merit Financial Group, LLC0$00.00%−78,616−100.0%Sold out
Connor, Clark & Lunn Investment Management Ltd.0$00.00%−24,753−100.0%Sold out
Jump Financial, LLC0$00.00%−22,269−100.0%Sold out
Sanders Morris Harris LLC0$00.00%−21,875−100.0%Sold out
Sawtooth Solutions, LLC0$00.00%−15,879−100.0%Sold out
Bleakley Financial Group, LLC0$00.00%−15,879−100.0%Sold out
Dynamic Technology Lab Private Ltd0$00.00%−14,202−100.0%Sold out
Centiva Capital, LP0$00.00%−13,755−100.0%Sold out
Davenport & Co LLC0$00.00%−13,641−100.0%Sold out
Paul Damon & Associates, Inc.0$00.00%−10,615−100.0%Sold out
Nisa Investment Advisors, LLC0$00.00%−10,300−100.0%Sold out
Cedar Wealth Management, LLC0$00.00%−7,600−100.0%Sold out
BNP Paribas Arbitrage, SA0$00.00%−5,300−100.0%Sold out
South State Corp.0$00.00%−1,792−100.0%Sold out
Cary Street Partner Investment Advisory LLC0$00.00%−500−100.0%Sold out
First Republic Investment Management, Inc.––––Not filed
Rothschild Investment Corp––––Not filed
Claybrook Capital, LLC––––Not filed