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 |
|---|---|---|---|---|---|
| Simplex Trading, LLC | 65 | $0 | 0.00% | −524−89.0% | Reduced |
| Citigroup Inc | 5 | $63 | 0.00% | 00.0% | Unchanged |
| FMR LLC | 17 | $216 | 0.00% | +16+1,600.0% | Added |
| Horizon Investments, LLC | 34 | $431 | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 77 | $976 | 0.00% | +77 | New |
| Benjamin F. Edwards & Company, Inc. | 89 | $1.00K | 0.00% | +3+3.5% | Added |
| Farther Finance Advisors, LLC | 82 | $1.03K | 0.00% | −379−82.2% | Reduced |
| Hexagon Capital Partners LLC | 150 | $1.90K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 155 | $1.97K | 0.00% | +155 | New |
| Tortoise Investment Management, LLC | 206 | $2.61K | 0.00% | +206 | New |
| Larson Financial Group LLC | 209 | $2.65K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 242 | $3.07K | 0.00% | +231+2,100.0% | Added |
| Cape Investment Advisory, Inc. | 276 | $3.50K | 0.00% | −1,439−83.9% | Reduced |
| Parallel Advisors, LLC | 300 | $3.80K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 449 | $5.69K | 0.00% | +449 | New |
| Nomura Asset Management Co Ltd | 500 | $6.33K | 0.00% | −649−56.5% | Reduced |
| The PNC Financial Services Group, Inc. | 500 | $6.33K | 0.00% | +500 | New |
| Iron Horse Wealth Management, LLC | 700 | $8.87K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 733 | $9.29K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 800 | $10.1K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 925 | $11.6K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,000 | $12.7K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 1,000 | $12.7K | 0.01% | +1,000 | New |
| Huntington National Bank | 1,101 | $13.9K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 1,400 | $18.2K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,553 | $19.7K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 1,965 | $24.9K | 0.01% | +941+91.9% | Added |
| Private Trust Co NA | 2,033 | $25.8K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 2,427 | $30.7K | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 3,140 | $39.8K | 0.00% | +3,140 | New |
| Aquatic Capital Management LLC | 3,200 | $40.5K | 0.00% | −17,300−84.4% | Reduced |
| Mercer Global Advisors Inc | 45,827 | $46.0K | 0.00% | −437−0.9% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,894 | $49.3K | 0.00% | +3,894 | New |
| Pingora Partners LLC | 4,000 | $50.7K | 0.04% | +4,000 | New |
| EntryPoint Capital, LLC | 4,101 | $52.0K | 0.05% | +4,101 | New |
| Barclays PLC | 4,900 | $62.1K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 4,903 | $62.1K | 0.00% | +750+18.1% | Added |
| Tower Research Capital LLC (TRC) | 5,202 | $65.9K | 0.00% | +4,562+712.8% | Added |
| Harbour Investments, Inc. | 6,348 | $80.4K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 7,375 | $93.4K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 7,680 | $97.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 9,454 | $119.8K | 0.02% | +548+6.2% | Added |
| Lazard Asset Management LLC | 10,005 | $126.0K | 0.00% | +10,005 | New |
| Brown Advisory Inc | 10,000 | $126.7K | 0.00% | 00.0% | Unchanged |
| Verity & Verity, LLC | 10,000 | $126.7K | 0.01% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 10,136 | $128.4K | 0.00% | −4,121−28.9% | Reduced |
| Beaumont Financial Advisors, LLC | 10,199 | $129.2K | 0.01% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 10,702 | $135.6K | 0.01% | +10,702 | New |
| Comerica Bank | 11,195 | $141.8K | 0.00% | +720+6.9% | Added |
| ARS Wealth Advisors Group, LLC | 11,390 | $144.3K | 0.02% | 00.0% | Unchanged |
| Cetera Investment Advisers | 12,159 | $154.1K | 0.00% | +12,159 | New |
| Stephens Inc | 12,500 | $158.4K | 0.00% | +2,000+19.0% | Added |
| Creative Planning | 12,753 | $161.6K | 0.00% | +16+0.1% | Added |
| ProShare Advisors LLC | 13,035 | $165.2K | 0.00% | +1,800+16.0% | Added |
| XTX Topco Ltd | 14,126 | $179.0K | 0.02% | +1,740+14.0% | Added |
| Essex Financial Services, Inc. | 14,215 | $180.1K | 0.02% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 15,000 | $190.1K | 0.00% | −2,000−11.8% | Reduced |
| FNY Investment Advisers, LLC | 15,200 | $192.0K | 0.13% | +15,200 | New |
| Vise Technologies, Inc. | 15,384 | $194.9K | 0.04% | +15,384 | New |
| GYL Financial Synergies, LLC | 15,430 | $195.5K | 0.02% | −6,436−29.4% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 15,640 | $198.2K | 0.00% | +210+1.4% | Added |
| Natixis | 17,184 | $217.0K | 0.00% | 00.0% | Unchanged |
| Csenge Advisory Group | 17,943 | $227.3K | 0.01% | +17,943 | New |
| Bank of Montreal | 18,305 | $233.2K | 0.00% | 00.0% | Unchanged |
| EMC Capital Management | 18,470 | $234.0K | 0.14% | −4,337−19.0% | Reduced |
| Allen Investment Management LLC | 19,010 | $240.9K | 0.00% | 00.0% | Unchanged |
| Sanders Morris Harris LLC | 19,375 | $245.5K | 0.05% | +19,375 | New |
| Rothschild Investment LLC | 19,520 | $247.3K | 0.02% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 19,825 | $249.4K | 0.00% | +19,825 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 19,704 | $249.6K | 0.04% | +583+3.0% | Added |
| Hartline Investment Corp | 19,704 | $249.6K | 0.04% | +19,704 | New |
| Kennedy Capital Management, Inc. | 21,628 | $274.0K | 0.01% | 00.0% | Unchanged |
| Lido Advisors, LLC | 21,880 | $277.2K | 0.00% | +2,000+10.1% | Added |
| Shore Point Advisors, LLC | 21,895 | $277.4K | 0.16% | 00.0% | Unchanged |
| Empower Advisory Group, LLC | 22,206 | $281.4K | 0.00% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 22,330 | $283.0K | 0.00% | −4,378−16.4% | Reduced |
| Jane Street Group, LLC | 23,001 | $291.4K | 0.00% | +8,274+56.2% | Added |
| Citadel Advisors LLC | 25,097 | $318.0K | 0.00% | −188,778−88.3% | Reduced |
| Mutual Advisors, LLC | 25,139 | $318.5K | 0.01% | −107−0.4% | Reduced |
| Clearstead Advisors, LLC | 25,392 | $319.2K | 0.02% | +25,392 | New |
| Moloney Securities Asset Management, LLC | 28,171 | $356.9K | 0.05% | −93−0.3% | Reduced |
| CWM Advisors, LLC | 28,269 | $358.2K | 0.04% | −1,896−6.3% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 29,083 | $368.0K | 0.01% | 00.0% | Unchanged |
| Bard Associates Inc | 29,173 | $369.6K | 0.13% | −525−1.8% | Reduced |
| NewEdge Wealth, LLC | 30,000 | $378.9K | 0.01% | 00.0% | Unchanged |
| Northern Trust Corp | 30,776 | $389.9K | 0.00% | +12,279+66.4% | Added |
| Oppenheimer & Co Inc | 31,600 | $400.4K | 0.01% | −1,235−3.8% | Reduced |
| Coombe, Bender & Co LLC | 31,606 | $400.5K | 0.24% | +305+1.0% | Added |
| CAPROCK Group, Inc. | 31,736 | $402.1K | 0.02% | 00.0% | Unchanged |
| Raymond James & Associates | 32,654 | $413.7K | 0.00% | +1,641+5.3% | Added |
| Cornercap Investment Counsel Inc | 32,995 | $418.0K | 0.06% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 33,518 | $421.7K | 0.04% | 00.0% | Unchanged |
| Reuter James Wealth Management, LLC | 34,299 | $434.6K | 0.30% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 35,797 | $453.5K | 0.00% | +9,018+33.7% | Added |
| Spire Wealth Management | 36,425 | $461.5K | 0.01% | +3,212+9.7% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 36,472 | $462.1K | 0.00% | +36,472 | New |
| Atria Wealth Solutions, Inc. | 37,204 | $484.8K | 0.01% | +250+0.7% | Added |
| Stifel Financial Corp | 38,337 | $485.7K | 0.00% | +1,461+4.0% | Added |
| PFG Investments, LLC | 38,911 | $493.0K | 0.03% | +21,622+125.1% | Added |
| Stableford Capital II LLC | 39,873 | $505.2K | 0.20% | +39,873 | New |