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 |
|---|---|---|---|---|---|
| Citigroup Inc | 5 | $61 | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 34 | $416 | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 91 | $1.00K | 0.00% | +2+2.2% | Added |
| Hexagon Capital Partners LLC | 150 | $1.84K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 211 | $2.59K | 0.00% | +5+2.4% | Added |
| Parallel Advisors, LLC | 300 | $3.67K | 0.00% | 00.0% | Unchanged |
| Chelsea Counsel Co | 340 | $4.16K | 0.00% | +340 | New |
| Bank & Trust Co | 422 | $5.17K | 0.00% | +422 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 500 | $6.12K | 0.00% | +500 | New |
| Householder Group Estate & Retirement Specialist, LLC | 733 | $8.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 780 | $9.54K | 0.00% | +571+273.2% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 792 | $9.69K | 0.00% | +792 | New |
| Sound Income Strategies, LLC | 800 | $9.79K | 0.00% | 00.0% | Unchanged |
| nVerses Capital, LLC | 900 | $11.0K | 0.01% | +900 | New |
| EverSource Wealth Advisors, LLC | 925 | $11.5K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,000 | $12.2K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 1,000 | $12.2K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 1,101 | $13.5K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 1,400 | $17.1K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,553 | $19.0K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 2,067 | $25.3K | 0.00% | −360−14.8% | Reduced |
| Catalyst Funds Management Pty Ltd | 3,000 | $36.7K | 0.01% | +3,000 | New |
| Quarry LP | 3,307 | $40.5K | 0.02% | +1,342+68.3% | Added |
| Mercer Global Advisors Inc | 45,827 | $45.8K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 4,900 | $60.0K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5,081 | $62.2K | 0.00% | +1,187+30.5% | Added |
| Steward Partners Investment Advisory, LLC | 5,183 | $63.4K | 0.00% | +280+5.7% | Added |
| Harbour Investments, Inc. | 6,348 | $77.7K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 7,525 | $92.1K | 0.00% | +150+2.0% | Added |
| Bessemer Group Inc | 7,680 | $94.0K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 7,994 | $97.8K | 0.02% | +7,994 | New |
| Comerica Bank | 9,822 | $120.2K | 0.00% | −1,373−12.3% | Reduced |
| Brown Advisory Inc | 10,000 | $122.4K | 0.00% | 00.0% | Unchanged |
| Verity & Verity, LLC | 10,000 | $122.4K | 0.01% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 10,136 | $124.1K | 0.00% | 00.0% | Unchanged |
| Beaumont Financial Advisors, LLC | 10,726 | $131.3K | 0.01% | +527+5.2% | Added |
| ARS Wealth Advisors Group, LLC | 10,790 | $132.1K | 0.02% | −600−5.3% | Reduced |
| Csenge Advisory Group | 13,969 | $171.0K | 0.01% | −3,974−22.1% | Reduced |
| Cetera Investment Advisers | 14,033 | $171.8K | 0.00% | +1,874+15.4% | Added |
| Northern Trust Corp | 14,104 | $172.6K | 0.00% | −16,672−54.2% | Reduced |
| ProShare Advisors LLC | 14,895 | $182.3K | 0.00% | +1,860+14.3% | Added |
| Williams Jones Wealth Management, LLC. | 15,000 | $183.6K | 0.00% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 15,384 | $188.3K | 0.03% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 16,358 | $196.8K | 0.01% | +2,143+15.1% | Added |
| SageView Advisory Group, LLC | 17,722 | $216.9K | 0.01% | +15,010+553.5% | Added |
| Natixis | 17,673 | $217.5K | 0.00% | +489+2.8% | Added |
| Deerfield Management Company, L.P. (Series C) | 18,190 | $222.6K | 0.00% | +18,190 | New |
| GYL Financial Synergies, LLC | 18,290 | $223.9K | 0.02% | +2,860+18.5% | Added |
| Bank of Montreal | 18,305 | $225.6K | 0.00% | 00.0% | Unchanged |
| EMC Capital Management | 18,470 | $226.0K | 0.13% | 00.0% | Unchanged |
| Allen Investment Management LLC | 19,010 | $232.7K | 0.00% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 19,137 | $234.2K | 0.04% | −567−2.9% | Reduced |
| Sanders Morris Harris LLC | 19,375 | $237.2K | 0.04% | 00.0% | Unchanged |
| Rothschild Investment LLC | 19,520 | $238.9K | 0.02% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 19,825 | $243.8K | 0.00% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 21,538 | $263.6K | 0.00% | −792−3.5% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 21,590 | $264.3K | 0.00% | +5,950+38.0% | Added |
| Kennedy Capital Management, Inc. | 21,628 | $264.7K | 0.01% | 00.0% | Unchanged |
| Shore Point Advisors, LLC | 21,895 | $268.0K | 0.15% | 00.0% | Unchanged |
| Empower Advisory Group, LLC | 22,206 | $271.8K | 0.00% | 00.0% | Unchanged |
| Stephens Inc | 23,000 | $281.5K | 0.00% | +10,500+84.0% | Added |
| Boston Private Wealth LLC | 25,287 | $309.5K | 0.01% | −14,765−36.9% | Reduced |
| Lido Advisors, LLC | 26,039 | $318.7K | 0.00% | +4,159+19.0% | Added |
| Creative Planning | 26,455 | $323.8K | 0.00% | +13,702+107.4% | Added |
| Aquatic Capital Management LLC | 26,800 | $328.0K | 0.01% | +23,600+737.5% | Added |
| Dynamic Technology Lab Private Ltd | 27,102 | $332.0K | 0.04% | −67,151−71.2% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 27,435 | $336.0K | 0.00% | +27,435 | New |
| CWM Advisors, LLC | 28,599 | $350.1K | 0.04% | +330+1.2% | Added |
| Goldman Sachs Group Inc | 28,847 | $353.1K | 0.00% | +28,847 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 29,083 | $356.0K | 0.01% | 00.0% | Unchanged |
| Bard Associates Inc | 29,173 | $357.1K | 0.14% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 30,000 | $367.2K | 0.01% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 30,742 | $376.3K | 0.05% | +2,571+9.1% | Added |
| CAPROCK Group, Inc. | 31,736 | $388.4K | 0.02% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 32,032 | $392.1K | 0.01% | +432+1.4% | Added |
| Mutual Advisors, LLC | 31,847 | $395.5K | 0.01% | +6,708+26.7% | Added |
| Coombe, Bender & Co LLC | 32,457 | $397.3K | 0.23% | +851+2.7% | Added |
| Sanctuary Advisors, LLC | 31,776 | $404.2K | 0.00% | +31,776 | New |
| International Assets Investment Management, LLC | 33,518 | $410.3K | 0.04% | 00.0% | Unchanged |
| Cornercap Investment Counsel Inc | 33,785 | $413.5K | 0.07% | +790+2.4% | Added |
| Schonfeld Strategic Advisors LLC | 34,200 | $418.6K | 0.00% | −46,100−57.4% | Reduced |
| Reuter James Wealth Management, LLC | 34,299 | $419.8K | 0.31% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 35,954 | $440.1K | 0.00% | −1,250−3.4% | Reduced |
| Wedbush Securities Inc | 38,661 | $473.0K | 0.02% | −33,598−46.5% | Reduced |
| Raymond James & Associates | 39,259 | $480.5K | 0.00% | +6,605+20.2% | Added |
| PFG Investments, LLC | 39,494 | $483.4K | 0.03% | +583+1.5% | Added |
| WFA Asset Management Corp | 39,882 | $488.2K | 0.28% | −622−1.5% | Reduced |
| Clearstead Advisors, LLC | 42,775 | $523.6K | 0.01% | +17,383+68.5% | Added |
| Stifel Financial Corp | 44,749 | $547.7K | 0.00% | +6,412+16.7% | Added |
| Invesco Ltd. | 45,775 | $560.3K | 0.00% | +1,497+3.4% | Added |
| Whittier Trust Co | 48,095 | $588.7K | 0.01% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 48,675 | $596.0K | 0.04% | +48,675 | New |
| Key Client Fiduciary Advisors, LLC | 49,246 | $602.8K | 0.30% | +746+1.5% | Added |
| Spire Wealth Management | 50,702 | $620.6K | 0.02% | +14,277+39.2% | Added |
| Geode Capital Management, LLC | 53,270 | $652.0K | 0.00% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 55,343 | $677.4K | 0.00% | +8,827+19.0% | Added |
| Chilton Investment Co LLC | 57,020 | $697.9K | 0.02% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 61,230 | $698.2K | 0.00% | +5,760+10.4% | Added |
| Qube Research & Technologies Ltd | 59,773 | $731.6K | 0.00% | −26,207−30.5% | Reduced |
| Valeo Financial Advisors, LLC | 59,850 | $732.6K | 0.02% | 00.0% | Unchanged |