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 |
|---|---|---|---|---|---|
| Shore Point Advisors, LLC | 21,895 | $277.4K | 0.16% | 00.0% | Unchanged |
| Lido Advisors, LLC | 21,880 | $277.2K | 0.00% | +2,000+10.1% | Added |
| Kennedy Capital Management, Inc. | 21,628 | $274.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| CIBC Private Wealth Group, LLC | 19,825 | $249.4K | 0.00% | +19,825 | New |
| Rothschild Investment LLC | 19,520 | $247.3K | 0.02% | 00.0% | Unchanged |
| Sanders Morris Harris LLC | 19,375 | $245.5K | 0.05% | +19,375 | New |
| Allen Investment Management LLC | 19,010 | $240.9K | 0.00% | 00.0% | Unchanged |
| EMC Capital Management | 18,470 | $234.0K | 0.14% | −4,337−19.0% | Reduced |
| Bank of Montreal | 18,305 | $233.2K | 0.00% | 00.0% | Unchanged |
| Csenge Advisory Group | 17,943 | $227.3K | 0.01% | +17,943 | New |
| Natixis | 17,184 | $217.0K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 15,640 | $198.2K | 0.00% | +210+1.4% | Added |
| GYL Financial Synergies, LLC | 15,430 | $195.5K | 0.02% | −6,436−29.4% | Reduced |
| Vise Technologies, Inc. | 15,384 | $194.9K | 0.04% | +15,384 | New |
| FNY Investment Advisers, LLC | 15,200 | $192.0K | 0.13% | +15,200 | New |
| Williams Jones Wealth Management, LLC. | 15,000 | $190.1K | 0.00% | −2,000−11.8% | Reduced |
| Essex Financial Services, Inc. | 14,215 | $180.1K | 0.02% | 00.0% | Unchanged |
| XTX Topco Ltd | 14,126 | $179.0K | 0.02% | +1,740+14.0% | Added |
| ProShare Advisors LLC | 13,035 | $165.2K | 0.00% | +1,800+16.0% | Added |
| Creative Planning | 12,753 | $161.6K | 0.00% | +16+0.1% | Added |
| Stephens Inc | 12,500 | $158.4K | 0.00% | +2,000+19.0% | Added |
| Cetera Investment Advisers | 12,159 | $154.1K | 0.00% | +12,159 | New |
| ARS Wealth Advisors Group, LLC | 11,390 | $144.3K | 0.02% | 00.0% | Unchanged |
| Comerica Bank | 11,195 | $141.8K | 0.00% | +720+6.9% | Added |
| Y-Intercept (Hong Kong) Ltd | 10,702 | $135.6K | 0.01% | +10,702 | New |
| Beaumont Financial Advisors, LLC | 10,199 | $129.2K | 0.01% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 10,136 | $128.4K | 0.00% | −4,121−28.9% | Reduced |
| Brown Advisory Inc | 10,000 | $126.7K | 0.00% | 00.0% | Unchanged |
| Verity & Verity, LLC | 10,000 | $126.7K | 0.01% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 10,005 | $126.0K | 0.00% | +10,005 | New |
| State of Wyoming | 9,454 | $119.8K | 0.02% | +548+6.2% | Added |
| Bessemer Group Inc | 7,680 | $97.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 7,375 | $93.4K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 6,348 | $80.4K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 5,202 | $65.9K | 0.00% | +4,562+712.8% | Added |
| Steward Partners Investment Advisory, LLC | 4,903 | $62.1K | 0.00% | +750+18.1% | Added |
| Barclays PLC | 4,900 | $62.1K | 0.00% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 4,101 | $52.0K | 0.05% | +4,101 | New |
| Pingora Partners LLC | 4,000 | $50.7K | 0.04% | +4,000 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,894 | $49.3K | 0.00% | +3,894 | New |
| Mercer Global Advisors Inc | 45,827 | $46.0K | 0.00% | −437−0.9% | Reduced |
| Aquatic Capital Management LLC | 3,200 | $40.5K | 0.00% | −17,300−84.4% | Reduced |
| Hillsdale Investment Management Inc. | 3,140 | $39.8K | 0.00% | +3,140 | New |
| GWM Advisors LLC | 2,427 | $30.7K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 2,033 | $25.8K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 1,965 | $24.9K | 0.01% | +941+91.9% | Added |
| Geneos Wealth Management Inc. | 1,553 | $19.7K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 1,400 | $18.2K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1,101 | $13.9K | 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 |
| EverSource Wealth Advisors, LLC | 925 | $11.6K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 800 | $10.1K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 733 | $9.29K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 700 | $8.87K | 0.00% | 00.0% | Unchanged |
| 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 |
| Russell Investments Group, Ltd. | 449 | $5.69K | 0.00% | +449 | New |
| Parallel Advisors, LLC | 300 | $3.80K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 276 | $3.50K | 0.00% | −1,439−83.9% | Reduced |
| Elequin Capital LP | 242 | $3.07K | 0.00% | +231+2,100.0% | Added |
| Larson Financial Group LLC | 209 | $2.65K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 206 | $2.61K | 0.00% | +206 | New |
| Truvestments Capital LLC | 155 | $1.97K | 0.00% | +155 | New |
| Hexagon Capital Partners LLC | 150 | $1.90K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 82 | $1.03K | 0.00% | −379−82.2% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 89 | $1.00K | 0.00% | +3+3.5% | Added |
| Crewe Advisors LLC | 77 | $976 | 0.00% | +77 | New |
| Horizon Investments, LLC | 34 | $431 | 0.00% | 00.0% | Unchanged |
| FMR LLC | 17 | $216 | 0.00% | +16+1,600.0% | Added |
| Citigroup Inc | 5 | $63 | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 65 | $0 | 0.00% | −524−89.0% | Reduced |
| SageView Advisory Group, LLC | 2,712 | – | – | −16,209−85.7% | Reduced |
| Goldman Sachs Group Inc | 0 | $0 | 0.00% | −345,769−100.0% | Sold out |
| Ares Management LLC | 0 | $0 | 0.00% | −93,088−100.0% | Sold out |
| Cynosure Management, LLC | 0 | $0 | 0.00% | −81,808−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −78,798−100.0% | Sold out |
| Connectus Wealth, LLC | 0 | $0 | 0.00% | −63,910−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −45,953−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −40,492−100.0% | Sold out |
| Sigma Planning Corp | 0 | $0 | 0.00% | −33,197−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −27,552−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −16,462−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −15,766−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −15,222−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −14,229−100.0% | Sold out |
| Wambolt & Associates, LLC | 0 | $0 | 0.00% | −13,973−100.0% | Sold out |
| Morton Brown Family Wealth, LLC | 0 | $0 | 0.00% | −2,771−100.0% | Sold out |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −265−100.0% | Sold out |
| Creekmur Asset Management LLC | 0 | $0 | 0.00% | −207−100.0% | Sold out |
| West Financial Advisors, LLC | 0 | $0 | 0.00% | −116−100.0% | Sold out |
| Riggs Asset Managment Co. Inc. | 0 | $0 | 0.00% | −29−100.0% | Sold out |
| Focus Financial Network Inc | – | – | – | – | Not filed |