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, Q2 2024
Institutional positions in New Mountain Finance Corp as of Jun 30, 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
- 164
- −11 vs. Q1 2024
- Shares held
- 36.0M
- +840.4K (+2.4%) vs. Q1 2024
- Total value
- $440.3M
- −$5.11M (−1.1%) vs. Q1 2024
- New holders
- 16
- 68 more added
- Sold out
- 27
- 34 more reduced
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding New Mountain Finance Corp; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Cerity Partners LLC | 3,723,610 | $45.6M | 0.12% | +122,678+3.4% | Added |
| HighTower Advisors, LLC | 3,139,108 | $38.4M | 0.06% | +89,922+2.9% | Added |
| Allspring Global Investments Holdings, LLC | 3,063,762 | $37.5M | 0.06% | −19,781−0.6% | Reduced |
| LSV Asset Management | 2,548,475 | $31.2M | 0.07% | +17,300+0.7% | Added |
| Van Eck Associates Corp | 2,080,602 | $25.5M | 0.04% | +369,695+21.6% | Added |
| Morgan Stanley | 1,960,013 | $24.0M | 0.00% | −155,040−7.3% | Reduced |
| JPMorgan Chase & Co | 1,242,854 | $15.2M | 0.00% | +21,709+1.8% | Added |
| Dimension Capital Management LLC | 1,080,460 | $13.2M | 2.69% | −87,699−7.5% | Reduced |
| Two Sigma Advisers, LP | 1,059,200 | $13.0M | 0.03% | +26,200+2.5% | Added |
| Two Sigma Investments, LP | 877,412 | $10.7M | 0.03% | −309,839−26.1% | Reduced |
| National Philanthropic Trust | 852,921 | $10.4M | 0.20% | 00.0% | Unchanged |
| Palisade Capital Management LLC | 841,909 | $10.3M | 0.28% | −22,105−2.6% | Reduced |
| Legal & General Group Plc | 836,461 | $10.2M | 0.00% | +15,044+1.8% | Added |
| UBS Group AG | 532,020 | $6.51M | 0.00% | +155,793+41.4% | Added |
| Brandywine Global Investment Management, LLC | 518,871 | $6.35M | 0.05% | −42,155−7.5% | Reduced |
| Bank of America Corp | 511,761 | $6.26M | 0.00% | +46,165+9.9% | Added |
| Millennium Management LLC | 456,811 | $5.59M | 0.00% | +23,406+5.4% | Added |
| Cliffwater LLC | 434,780 | $5.32M | 1.14% | +9,606+2.3% | Added |
| Confluence Investment Management LLC | 423,578 | $5.18M | 0.07% | +9,296+2.2% | Added |
| BlackRock Inc. | 410,394 | $5.02M | 0.00% | +5,149+1.3% | Added |
| Tranquility Partners, LLC | 388,753 | $4.76M | 1.83% | +105,433+37.2% | Added |
| Condor Capital Management | 348,406 | $4.26M | 0.41% | +76,739+28.2% | Added |
| Advisor Group Holdings, Inc. | 325,284 | $3.98M | 0.01% | −48,110−12.9% | Reduced |
| Muzinich & Co., Inc. | 325,291 | $3.98M | 3.19% | +46,434+16.7% | Added |
| Lindbrook Capital, LLC | 322,976 | $3.95M | 0.37% | −64,344−16.6% | Reduced |
| Acadian Asset Management LLC | 314,058 | $3.84M | 0.01% | +138,157+78.5% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 311,201 | $3.81M | 0.00% | +44,114+16.5% | Added |
| Advisors Asset Management, Inc. | 270,256 | $3.31M | 0.06% | −44,446−14.1% | Reduced |
| Merit Financial Group, LLC | 259,520 | $3.18M | 0.07% | 00.0% | Unchanged |
| Wells Fargo & Company | 234,609 | $2.87M | 0.00% | +1,514+0.6% | Added |
| Tudor Investment Corp Et Al | 222,081 | $2.72M | 0.03% | −5,748−2.5% | Reduced |
| LPL Financial LLC | 217,784 | $2.67M | 0.00% | −1,260−0.6% | Reduced |
| Ameriprise Financial Inc | 199,130 | $2.44M | 0.00% | −4,364−2.1% | Reduced |
| Prevail Innovative Wealth Advisors, LLC | 193,840 | $2.37M | 0.84% | −7,224−3.6% | Reduced |
| Neuberger Berman Group LLC | 175,106 | $2.14M | 0.00% | −3,265−1.8% | Reduced |
| Rockingstone Advisors LLC | 167,623 | $2.05M | 1.05% | −29,047−14.8% | Reduced |
| Captrust Financial Advisors | 156,870 | $1.92M | 0.01% | −2,167−1.4% | Reduced |
| GraniteShares Advisors LLC | 150,445 | $1.84M | 0.61% | +18,762+14.2% | Added |
| Oak Family Advisors, LLC | 150,384 | $1.84M | 0.70% | +1,020+0.7% | Added |
| Mill Creek Capital Advisors, LLC | 149,000 | $1.82M | 0.05% | 00.0% | Unchanged |
| Citadel Advisors LLC | 146,386 | $1.79M | 0.00% | +121,289+483.3% | Added |
| Janney Montgomery Scott LLC | 140,528 | $1.72M | 0.01% | −5,624−3.8% | Reduced |
| Trexquant Investment LP | 138,828 | $1.70M | 0.03% | +48,661+54.0% | Added |
| McKinley Capital Management LLC /Delaware | 135,748 | $1.66M | 0.29% | +1,883+1.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 129,933 | $1.59M | 0.01% | +10,207+8.5% | Added |
| Epoch Investment Partners, Inc. | 129,542 | $1.59M | 0.01% | 00.0% | Unchanged |
| HRT Financial LP | 128,172 | $1.57M | 0.01% | +128,172 | New |
| Hennion & Walsh Asset Management, Inc. | 125,459 | $1.54M | 0.08% | +31,491+33.5% | Added |
| Midwest Professional Planners, LTD. | 123,297 | $1.51M | 0.50% | +14,467+13.3% | Added |
| Alberta Investment Management Corp | 121,800 | $1.49M | 0.02% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 119,007 | $1.46M | 0.00% | −282−0.2% | Reduced |
| Great West Life Assurance Co | 105,144 | $1.29M | 0.00% | +3,568+3.5% | Added |
| Royal Bank of Canada | 104,351 | $1.28M | 0.00% | −19,874−16.0% | Reduced |
| Macquarie Group Ltd | 95,300 | $1.17M | 0.00% | 00.0% | Unchanged |
| Bramshill Investments, LLC | 86,288 | $1.06M | 0.11% | −1,719−2.0% | Reduced |
| SEI Investments Co | 85,708 | $1.05M | 0.00% | +13,344+18.4% | Added |
| Stableford Capital II LLC | 79,339 | $986.2K | 0.39% | +39,466+99.0% | Added |
| First National Trust Co | 79,554 | $973.7K | 0.04% | +79,554 | New |
| Raymond James Financial Services Advisors, Inc. | 78,907 | $965.8K | 0.00% | +812+1.0% | Added |
| Virtus ETF Advisers LLC | 76,230 | $933.1K | 0.46% | +22,871+42.9% | Added |
| Y-Intercept (Hong Kong) Ltd | 72,858 | $891.8K | 0.05% | +62,156+580.8% | Added |
| Guild Investment Management, Inc. | 60,190 | $736.7K | 0.84% | +4,875+8.8% | Added |
| Susquehanna International Group, LLP | 59,964 | $734.0K | 0.00% | +59,964 | New |
| Valeo Financial Advisors, LLC | 59,850 | $732.6K | 0.02% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 59,773 | $731.6K | 0.00% | −26,207−30.5% | Reduced |
| Kestra Advisory Services, LLC | 61,230 | $698.2K | 0.00% | +5,760+10.4% | Added |
| Chilton Investment Co LLC | 57,020 | $697.9K | 0.02% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 55,343 | $677.4K | 0.00% | +8,827+19.0% | Added |
| Geode Capital Management, LLC | 53,270 | $652.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 50,702 | $620.6K | 0.02% | +14,277+39.2% | Added |
| Key Client Fiduciary Advisors, LLC | 49,246 | $602.8K | 0.30% | +746+1.5% | Added |
| Gsa Capital Partners LLP | 48,675 | $596.0K | 0.04% | +48,675 | New |
| Whittier Trust Co | 48,095 | $588.7K | 0.01% | 00.0% | Unchanged |
| Invesco Ltd. | 45,775 | $560.3K | 0.00% | +1,497+3.4% | Added |
| Stifel Financial Corp | 44,749 | $547.7K | 0.00% | +6,412+16.7% | Added |
| Clearstead Advisors, LLC | 42,775 | $523.6K | 0.01% | +17,383+68.5% | Added |
| WFA Asset Management Corp | 39,882 | $488.2K | 0.28% | −622−1.5% | Reduced |
| PFG Investments, LLC | 39,494 | $483.4K | 0.03% | +583+1.5% | Added |
| Raymond James & Associates | 39,259 | $480.5K | 0.00% | +6,605+20.2% | Added |
| Wedbush Securities Inc | 38,661 | $473.0K | 0.02% | −33,598−46.5% | Reduced |
| Atria Wealth Solutions, Inc. | 35,954 | $440.1K | 0.00% | −1,250−3.4% | Reduced |
| Reuter James Wealth Management, LLC | 34,299 | $419.8K | 0.31% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 34,200 | $418.6K | 0.00% | −46,100−57.4% | Reduced |
| Cornercap Investment Counsel Inc | 33,785 | $413.5K | 0.07% | +790+2.4% | Added |
| International Assets Investment Management, LLC | 33,518 | $410.3K | 0.04% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 31,776 | $404.2K | 0.00% | +31,776 | New |
| Coombe, Bender & Co LLC | 32,457 | $397.3K | 0.23% | +851+2.7% | Added |
| Mutual Advisors, LLC | 31,847 | $395.5K | 0.01% | +6,708+26.7% | Added |
| Oppenheimer & Co Inc | 32,032 | $392.1K | 0.01% | +432+1.4% | Added |
| CAPROCK Group, Inc. | 31,736 | $388.4K | 0.02% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 30,742 | $376.3K | 0.05% | +2,571+9.1% | Added |
| NewEdge Wealth, LLC | 30,000 | $367.2K | 0.01% | 00.0% | Unchanged |
| Bard Associates Inc | 29,173 | $357.1K | 0.14% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 29,083 | $356.0K | 0.01% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 28,847 | $353.1K | 0.00% | +28,847 | New |
| CWM Advisors, LLC | 28,599 | $350.1K | 0.04% | +330+1.2% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 27,435 | $336.0K | 0.00% | +27,435 | New |
| Dynamic Technology Lab Private Ltd | 27,102 | $332.0K | 0.04% | −67,151−71.2% | Reduced |
| Aquatic Capital Management LLC | 26,800 | $328.0K | 0.01% | +23,600+737.5% | Added |
| Creative Planning | 26,455 | $323.8K | 0.00% | +13,702+107.4% | Added |