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, Q1 2024
Institutional positions in New Mountain Finance Corp as of Mar 31, 2024. 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
- 175
- +9 vs. Q4 2023
- Shares held
- 35.2M
- +1.02M (+3.0%) vs. Q4 2023
- Total value
- $445.4M
- +$11.2M (+2.6%) vs. Q4 2023
- New holders
- 28
- 59 more added
- Sold out
- 19
- 43 more reduced
1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding New Mountain Finance Corp; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Cerity Partners LLC | 3,600,932 | $45.6M | 0.12% | +26,332+0.7% | Added |
| Allspring Global Investments Holdings, LLC | 3,083,543 | $39.1M | 0.06% | +7,186+0.2% | Added |
| HighTower Advisors, LLC | 3,049,186 | $38.6M | 0.06% | +213,854+7.5% | Added |
| LSV Asset Management | 2,531,175 | $32.1M | 0.07% | −26,300−1.0% | Reduced |
| Morgan Stanley | 2,115,053 | $26.8M | 0.00% | +44,149+2.1% | Added |
| Van Eck Associates Corp | 1,710,907 | $21.7M | 0.03% | +148,470+9.5% | Added |
| JPMorgan Chase & Co | 1,221,145 | $15.5M | 0.00% | −15,834−1.3% | Reduced |
| Two Sigma Investments, LP | 1,187,251 | $15.0M | 0.04% | +326,566+37.9% | Added |
| Dimension Capital Management LLC | 1,168,159 | $14.8M | 2.95% | −31,422−2.6% | Reduced |
| Two Sigma Advisers, LP | 1,033,000 | $13.1M | 0.03% | +285,900+38.3% | Added |
| Palisade Capital Management LLC | 864,014 | $10.9M | 0.29% | −87,502−9.2% | Reduced |
| National Philanthropic Trust | 852,921 | $10.8M | 0.24% | 00.0% | Unchanged |
| Legal & General Group Plc | 821,417 | $10.4M | 0.00% | +34,397+4.4% | Added |
| Brandywine Global Investment Management, LLC | 561,026 | $7.11M | 0.05% | +13,109+2.4% | Added |
| Bank of America Corp | 465,596 | $5.90M | 0.00% | −37,350−7.4% | Reduced |
| Millennium Management LLC | 433,405 | $5.49M | 0.00% | −68,862−13.7% | Reduced |
| Cliffwater LLC | 425,174 | $5.39M | 1.45% | −320,941−43.0% | Reduced |
| Confluence Investment Management LLC | 414,282 | $5.25M | 0.07% | +38,693+10.3% | Added |
| BlackRock Inc. | 405,245 | $5.13M | 0.00% | +80,017+24.6% | Added |
| Lindbrook Capital, LLC | 387,320 | $4.91M | 0.46% | −5,965−1.5% | Reduced |
| UBS Group AG | 376,227 | $4.77M | 0.00% | +34,323+10.0% | Added |
| Advisor Group Holdings, Inc. | 373,394 | $4.73M | 0.01% | +2,669+0.7% | Added |
| Advisors Asset Management, Inc. | 314,702 | $3.99M | 0.08% | +9,286+3.0% | Added |
| Tranquility Partners, LLC | 283,320 | $3.59M | 1.39% | +182,990+182.4% | Added |
| Muzinich & Co., Inc. | 278,857 | $3.55M | 3.08% | 00.0% | Unchanged |
| Condor Capital Management | 271,667 | $3.44M | 0.34% | +23,902+9.6% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 267,087 | $3.38M | 0.00% | −5,810−2.1% | Reduced |
| Merit Financial Group, LLC | 259,520 | $3.30M | 0.08% | +259,520 | New |
| Wells Fargo & Company | 233,095 | $2.95M | 0.00% | −18,291−7.3% | Reduced |
| Tudor Investment Corp Et Al | 227,829 | $2.89M | 0.04% | −1,518−0.7% | Reduced |
| LPL Financial LLC | 219,044 | $2.78M | 0.00% | +81,998+59.8% | Added |
| Ameriprise Financial Inc | 203,494 | $2.58M | 0.00% | +47,955+30.8% | Added |
| Prevail Innovative Wealth Advisors, LLC | 201,064 | $2.55M | 0.95% | +17,352+9.4% | Added |
| Rockingstone Advisors LLC | 196,670 | $2.49M | 1.29% | −4,275−2.1% | Reduced |
| Neuberger Berman Group LLC | 178,371 | $2.26M | 0.00% | −57,215−24.3% | Reduced |
| Acadian Asset Management LLC | 175,901 | $2.22M | 0.01% | −157,981−47.3% | Reduced |
| Captrust Financial Advisors | 159,037 | $2.02M | 0.01% | −15,338−8.8% | Reduced |
| Oak Family Advisors, LLC | 149,364 | $1.89M | 0.73% | +95,208+175.8% | Added |
| Mill Creek Capital Advisors, LLC | 149,000 | $1.89M | 0.05% | +149,000 | New |
| Janney Montgomery Scott LLC | 146,152 | $1.85M | 0.01% | −7,956−5.2% | Reduced |
| McKinley Capital Management LLC /Delaware | 133,865 | $1.70M | 0.20% | −5,000−3.6% | Reduced |
| GraniteShares Advisors LLC | 131,683 | $1.67M | 0.88% | +16,758+14.6% | Added |
| Epoch Investment Partners, Inc. | 129,542 | $1.64M | 0.01% | 00.0% | Unchanged |
| Royal Bank of Canada | 124,225 | $1.57M | 0.00% | −18,695−13.1% | Reduced |
| Alberta Investment Management Corp | 121,800 | $1.54M | 0.02% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 119,726 | $1.52M | 0.01% | +2,032+1.7% | Added |
| Commonwealth Equity Services, LLC | 119,289 | $1.51M | 0.00% | −11,277−8.6% | Reduced |
| Rockefeller Capital Management L.P. | 110,439 | $1.40M | 0.00% | +110,439 | New |
| Midwest Professional Planners, LTD. | 108,830 | $1.38M | 0.48% | +21,522+24.7% | Added |
| Great West Life Assurance Co | 101,576 | $1.29M | 0.00% | +22,075+27.8% | Added |
| Macquarie Group Ltd | 95,300 | $1.21M | 0.00% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 94,253 | $1.19M | 0.13% | +94,253 | New |
| Hennion & Walsh Asset Management, Inc. | 93,968 | $1.19M | 0.06% | −17,637−15.8% | Reduced |
| Trexquant Investment LP | 90,167 | $1.14M | 0.02% | +22,899+34.0% | Added |
| Bramshill Investments, LLC | 88,007 | $1.12M | 0.13% | −9,056−9.3% | Reduced |
| Qube Research & Technologies Ltd | 85,980 | $1.09M | 0.00% | +40,100+87.4% | Added |
| Schonfeld Strategic Advisors LLC | 80,300 | $1.02M | 0.01% | +65,200+431.8% | Added |
| Raymond James Financial Services Advisors, Inc. | 78,095 | $989.5K | 0.00% | +6,148+8.5% | Added |
| SEI Investments Co | 72,364 | $916.8K | 0.00% | −105−0.1% | Reduced |
| Wedbush Securities Inc | 72,259 | $916.0K | 0.03% | −6,800−8.6% | Reduced |
| MQS Management LLC | 61,879 | $784.0K | 0.45% | +47,018+316.4% | Added |
| Valeo Financial Advisors, LLC | 59,850 | $761.3K | 0.03% | 00.0% | Unchanged |
| Chilton Investment Co LLC | 57,020 | $722.4K | 0.02% | +30,000+111.0% | Added |
| Guild Investment Management, Inc. | 55,315 | $720.8K | 0.92% | +100.0% | Added |
| Kestra Advisory Services, LLC | 55,470 | $702.8K | 0.00% | +36,996+200.3% | Added |
| Virtus ETF Advisers LLC | 53,359 | $676.1K | 0.36% | +16,862+46.2% | Added |
| Geode Capital Management, LLC | 53,270 | $674.9K | 0.00% | 00.0% | Unchanged |
| Jump Financial, LLC | 49,976 | $633.2K | 0.02% | +49,976 | New |
| Key Client Fiduciary Advisors, LLC | 48,500 | $614.5K | 0.33% | −750−1.5% | Reduced |
| Whittier Trust Co | 48,095 | $609.4K | 0.01% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 46,516 | $589.4K | 0.00% | +46,516 | New |
| Invesco Ltd. | 44,278 | $561.0K | 0.00% | +4,768+12.1% | Added |
| WFA Asset Management Corp | 40,504 | $513.2K | 0.27% | −3,645−8.3% | Reduced |
| Boston Private Wealth LLC | 40,052 | $507.5K | 0.01% | +7,125+21.6% | Added |
| Stableford Capital II LLC | 39,873 | $505.2K | 0.20% | +39,873 | New |
| PFG Investments, LLC | 38,911 | $493.0K | 0.03% | +21,622+125.1% | Added |
| Stifel Financial Corp | 38,337 | $485.7K | 0.00% | +1,461+4.0% | Added |
| Atria Wealth Solutions, Inc. | 37,204 | $484.8K | 0.01% | +250+0.7% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 36,472 | $462.1K | 0.00% | +36,472 | New |
| Spire Wealth Management | 36,425 | $461.5K | 0.01% | +3,212+9.7% | Added |
| D. E. Shaw & Co., Inc. | 35,797 | $453.5K | 0.00% | +9,018+33.7% | Added |
| Reuter James Wealth Management, LLC | 34,299 | $434.6K | 0.30% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 33,518 | $421.7K | 0.04% | 00.0% | Unchanged |
| Cornercap Investment Counsel Inc | 32,995 | $418.0K | 0.06% | 00.0% | Unchanged |
| Raymond James & Associates | 32,654 | $413.7K | 0.00% | +1,641+5.3% | Added |
| CAPROCK Group, Inc. | 31,736 | $402.1K | 0.02% | 00.0% | Unchanged |
| Coombe, Bender & Co LLC | 31,606 | $400.5K | 0.24% | +305+1.0% | Added |
| Oppenheimer & Co Inc | 31,600 | $400.4K | 0.01% | −1,235−3.8% | Reduced |
| Northern Trust Corp | 30,776 | $389.9K | 0.00% | +12,279+66.4% | Added |
| NewEdge Wealth, LLC | 30,000 | $378.9K | 0.01% | 00.0% | Unchanged |
| Bard Associates Inc | 29,173 | $369.6K | 0.13% | −525−1.8% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 29,083 | $368.0K | 0.01% | 00.0% | Unchanged |
| CWM Advisors, LLC | 28,269 | $358.2K | 0.04% | −1,896−6.3% | Reduced |
| Moloney Securities Asset Management, LLC | 28,171 | $356.9K | 0.05% | −93−0.3% | Reduced |
| Clearstead Advisors, LLC | 25,392 | $319.2K | 0.02% | +25,392 | New |
| Mutual Advisors, LLC | 25,139 | $318.5K | 0.01% | −107−0.4% | Reduced |
| Citadel Advisors LLC | 25,097 | $318.0K | 0.00% | −188,778−88.3% | Reduced |
| Jane Street Group, LLC | 23,001 | $291.4K | 0.00% | +8,274+56.2% | Added |
| CI Private Wealth, LLC | 22,330 | $283.0K | 0.00% | −4,378−16.4% | Reduced |
| Empower Advisory Group, LLC | 22,206 | $281.4K | 0.00% | 00.0% | Unchanged |