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

Q1 2024 vs. Q4 2023

How the institutions holding New Mountain Finance Corp changed between Q4 2023 and Q1 2024.

All holders in Q1 2024 All holders in Q4 2023

13F holders of NMFC: Q4 2023 compared with Q1 2024
Measure	Q4 2023	Of which not filed for Q1 2024	Q1 2024	Change
Holders	167	1	175	+9
Shares	34.5M	324.6K	35.2M	+1.02M (+3.0%)
Value	$438.3M	$4.14M	$445.4M	+$11.2M (+2.6%)

1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (28)

Institutions that held New Mountain Finance Corp at the end of Q1 2024 but not at the end of Q4 2023.

Institutions new to NMFC in Q1 2024
Institution	Shares	Value	% of portfolio
Merit Financial Group, LLC	259,520	$3.30M	0.08%
Mill Creek Capital Advisors, LLC	149,000	$1.89M	0.05%
Rockefeller Capital Management L.P.	110,439	$1.40M	0.00%
Dynamic Technology Lab Private Ltd	94,253	$1.19M	0.13%
Jump Financial, LLC	49,976	$633.2K	0.02%
Envestnet Asset Management Inc	46,516	$589.4K	0.00%
Stableford Capital II LLC	39,873	$505.2K	0.20%
Connor, Clark & Lunn Investment Management Ltd.	36,472	$462.1K	0.00%
Clearstead Advisors, LLC	25,392	$319.2K	0.02%
Hartline Investment Corp	19,704	$249.6K	0.04%
CIBC Private Wealth Group, LLC	19,825	$249.4K	0.00%
Sanders Morris Harris LLC	19,375	$245.5K	0.05%
Csenge Advisory Group	17,943	$227.3K	0.01%
Vise Technologies, Inc.	15,384	$194.9K	0.04%
FNY Investment Advisers, LLC	15,200	$192.0K	0.13%
Cetera Investment Advisers	12,159	$154.1K	0.00%
Y-Intercept (Hong Kong) Ltd	10,702	$135.6K	0.01%
Lazard Asset Management LLC	10,005	$126.0K	0.00%
EntryPoint Capital, LLC	4,101	$52.0K	0.05%
Pingora Partners LLC	4,000	$50.7K	0.04%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	3,894	$49.3K	0.00%
Hillsdale Investment Management Inc.	3,140	$39.8K	0.00%
Tyler-Stone Wealth Management	1,000	$12.7K	0.01%
The PNC Financial Services Group, Inc.	500	$6.33K	0.00%
Russell Investments Group, Ltd.	449	$5.69K	0.00%
Tortoise Investment Management, LLC	206	$2.61K	0.00%
Truvestments Capital LLC	155	$1.97K	0.00%
Crewe Advisors LLC	77	$976	0.00%

Sold out (19)

Institutions that held New Mountain Finance Corp at the end of Q4 2023 and filed for Q1 2024 without it.

Institutions that sold out of NMFC in Q1 2024
Institution	Shares, Q4 2023	Value, Q4 2023
Goldman Sachs Group Inc	345,769	$4.40M
Ares Management LLC	93,088	$1.18M
Cynosure Management, LLC	81,808	$1.04M
ExodusPoint Capital Management, LP	78,798	$1.00M
Connectus Wealth, LLC	63,910	$812.9K
HRT Financial LP	45,953	$584.0K
Winton Group Ltd	40,492	$515.1K
Sigma Planning Corp	33,197	$422.3K
Susquehanna International Group, LLP	27,552	$350.5K
Squarepoint Ops LLC	16,462	$209.4K
Quantbot Technologies LP	15,766	$200.5K
Gsa Capital Partners LLP	15,222	$194.0K
Virtu Financial LLC	14,229	$181.0K
Wambolt & Associates, LLC	13,973	$177.7K
Morton Brown Family Wealth, LLC	2,771	$35.3K
AdvisorNet Financial, Inc	265	$3.37K
Creekmur Asset Management LLC	207	$2.63K
West Financial Advisors, LLC	116	$1.48K
Riggs Asset Managment Co. Inc.	29	$369

Not filed for Q1 2024 yet (1)

Institutions that held New Mountain Finance Corp at the end of Q4 2023 and haven't filed a 13F for Q1 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding NMFC in Q4 2023 that haven't filed for Q1 2024
Institution	Shares, Q4 2023	Value, Q4 2023
Focus Financial Network Inc	324,625	$4.14M