Skip to main content
Livermore
Livermore
ZHEN

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.

Institutional holdersQ2 2024: 164 institutions
Q1 2021: 131 institutionsQ2 2021: 131 institutionsQ3 2021: 124 institutionsQ4 2021: 134 institutionsQ1 2022: 148 institutionsQ2 2022: 159 institutionsQ3 2022: 148 institutionsQ4 2022: 159 institutionsQ1 2023: 148 institutionsQ2 2023: 153 institutionsQ3 2023: 161 institutionsQ4 2023: 167 institutionsQ1 2024: 175 institutionsQ2 2024: 164 institutionsQ3 2024: 169 institutionsQ4 2024: 169 institutionsQ1 2025: 165 institutionsQ2 2025: 164 institutionsQ3 2025: 158 institutionsQ4 2025: 171 institutionsQ1 2026: 155 institutionsQ2 2026: 143 institutions
Value heldQ2 2024: $440.3M
Q1 2021: $391.7MQ2 2021: $409.1MQ3 2021: $403.0MQ4 2021: $406.9MQ1 2022: $422.6MQ2 2022: $378.3MQ3 2022: $361.2MQ4 2022: $406.0MQ1 2023: $389.2MQ2 2023: $406.3MQ3 2023: $423.2MQ4 2023: $438.3MQ1 2024: $445.4MQ2 2024: $440.3MQ3 2024: $424.0MQ4 2024: $391.6MQ1 2025: $363.1MQ2 2025: $328.4MQ3 2025: $284.1MQ4 2025: $310.2MQ1 2026: $215.8MQ2 2026: $200.9M
Institutions holding NMFC and their total value by quarter
QuarterHoldersValue
Q2 2026143$200.9M
Q1 2026155$215.8M
Q4 2025171$310.2M
Q3 2025158$284.1M
Q2 2025164$328.4M
Q1 2025165$363.1M
Q4 2024169$391.6M
Q3 2024169$424.0M
Q2 2024164$440.3M
Q1 2024175$445.4M
Q4 2023167$438.3M
Q3 2023161$423.2M
Q2 2023153$406.3M
Q1 2023148$389.2M
Q4 2022159$406.0M
Q3 2022148$361.2M
Q2 2022159$378.3M
Q1 2022148$422.6M
Q4 2021134$406.9M
Q3 2021124$403.0M
Q2 2021131$409.1M
Q1 2021131$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.

Institutions holding NMFC in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Lido Advisors, LLC26,039$318.7K0.00%+4,159+19.0%Added
Boston Private Wealth LLC25,287$309.5K0.01%−14,765−36.9%Reduced
Stephens Inc23,000$281.5K0.00%+10,500+84.0%Added
Empower Advisory Group, LLC22,206$271.8K0.00%00.0%Unchanged
Shore Point Advisors, LLC21,895$268.0K0.15%00.0%Unchanged
Kennedy Capital Management, Inc.21,628$264.7K0.01%00.0%Unchanged
Wealth Enhancement Advisory Services, LLC21,590$264.3K0.00%+5,950+38.0%Added
CI Private Wealth, LLC21,538$263.6K0.00%−792−3.5%Reduced
CIBC Private Wealth Group, LLC19,825$243.8K0.00%00.0%Unchanged
Rothschild Investment LLC19,520$238.9K0.02%00.0%Unchanged
Sanders Morris Harris LLC19,375$237.2K0.04%00.0%Unchanged
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors19,137$234.2K0.04%−567−2.9%Reduced
Allen Investment Management LLC19,010$232.7K0.00%00.0%Unchanged
EMC Capital Management18,470$226.0K0.13%00.0%Unchanged
Bank of Montreal18,305$225.6K0.00%00.0%Unchanged
GYL Financial Synergies, LLC18,290$223.9K0.02%+2,860+18.5%Added
Deerfield Management Company, L.P. (Series C)18,190$222.6K0.00%+18,190New
Natixis17,673$217.5K0.00%+489+2.8%Added
SageView Advisory Group, LLC17,722$216.9K0.01%+15,010+553.5%Added
Essex Financial Services, Inc.16,358$196.8K0.01%+2,143+15.1%Added
Vise Technologies, Inc.15,384$188.3K0.03%00.0%Unchanged
Williams Jones Wealth Management, LLC.15,000$183.6K0.00%00.0%Unchanged
ProShare Advisors LLC14,895$182.3K0.00%+1,860+14.3%Added
Northern Trust Corp14,104$172.6K0.00%−16,672−54.2%Reduced
Cetera Investment Advisers14,033$171.8K0.00%+1,874+15.4%Added
Csenge Advisory Group13,969$171.0K0.01%−3,974−22.1%Reduced
ARS Wealth Advisors Group, LLC10,790$132.1K0.02%−600−5.3%Reduced
Beaumont Financial Advisors, LLC10,726$131.3K0.01%+527+5.2%Added
Advisory Services Network, LLC10,136$124.1K0.00%00.0%Unchanged
Brown Advisory Inc10,000$122.4K0.00%00.0%Unchanged
Verity & Verity, LLC10,000$122.4K0.01%00.0%Unchanged
Comerica Bank9,822$120.2K0.00%−1,373−12.3%Reduced
Atlantic Trust, LLC7,994$97.8K0.02%+7,994New
Bessemer Group Inc7,680$94.0K0.00%00.0%Unchanged
IFP Advisors, Inc7,525$92.1K0.00%+150+2.0%Added
Harbour Investments, Inc.6,348$77.7K0.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC5,183$63.4K0.00%+280+5.7%Added
Nelson, Van Denburg & Campbell Wealth Management Group, LLC5,081$62.2K0.00%+1,187+30.5%Added
Barclays PLC4,900$60.0K0.00%00.0%Unchanged
Mercer Global Advisors Inc45,827$45.8K0.00%00.0%Unchanged
Quarry LP3,307$40.5K0.02%+1,342+68.3%Added
Catalyst Funds Management Pty Ltd3,000$36.7K0.01%+3,000New
GWM Advisors LLC2,067$25.3K0.00%−360−14.8%Reduced
Geneos Wealth Management Inc.1,553$19.0K0.00%00.0%Unchanged
Proequities, Inc.1,400$17.1K0.00%00.0%Unchanged
Huntington National Bank1,101$13.5K0.00%00.0%Unchanged
First Horizon Advisors, Inc.1,000$12.2K0.00%00.0%Unchanged
Tyler-Stone Wealth Management1,000$12.2K0.01%00.0%Unchanged
EverSource Wealth Advisors, LLC925$11.5K0.00%00.0%Unchanged
nVerses Capital, LLC900$11.0K0.01%+900New
Sound Income Strategies, LLC800$9.79K0.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC792$9.69K0.00%+792New
Larson Financial Group LLC780$9.54K0.00%+571+273.2%Added
Householder Group Estate & Retirement Specialist, LLC733$8.00K0.00%00.0%Unchanged
Thurston, Springer, Miller, Herd & Titak, Inc.500$6.12K0.00%+500New
Bank & Trust Co422$5.17K0.00%+422New
Chelsea Counsel Co340$4.16K0.00%+340New
Parallel Advisors, LLC300$3.67K0.00%00.0%Unchanged
Tortoise Investment Management, LLC211$2.59K0.00%+5+2.4%Added
Hexagon Capital Partners LLC150$1.84K0.00%00.0%Unchanged
Benjamin F. Edwards & Company, Inc.91$1.00K0.00%+2+2.2%Added
Horizon Investments, LLC34$4160.00%00.0%Unchanged
Citigroup Inc5$610.00%00.0%Unchanged
Strategic Financial Concepts, LLC20,337––+20,337New
Rockefeller Capital Management L.P.0$00.00%−110,439−100.0%Sold out
MQS Management LLC0$00.00%−61,879−100.0%Sold out
Jump Financial, LLC0$00.00%−49,976−100.0%Sold out
Connor, Clark & Lunn Investment Management Ltd.0$00.00%−36,472−100.0%Sold out
D. E. Shaw & Co., Inc.0$00.00%−35,797−100.0%Sold out
Jane Street Group, LLC0$00.00%−23,001−100.0%Sold out
Hartline Investment Corp0$00.00%−19,704−100.0%Sold out
FNY Investment Advisers, LLC0$00.00%−15,200−100.0%Sold out
XTX Topco Ltd0$00.00%−14,126−100.0%Sold out
Lazard Asset Management LLC0$00.00%−10,005−100.0%Sold out
State of Wyoming0$00.00%−9,454−100.0%Sold out
Tower Research Capital LLC (TRC)0$00.00%−5,202−100.0%Sold out
EntryPoint Capital, LLC0$00.00%−4,101−100.0%Sold out
Pingora Partners LLC0$00.00%−4,000−100.0%Sold out
Hillsdale Investment Management Inc.0$00.00%−3,140−100.0%Sold out
Private Trust Co NA0$00.00%−2,033−100.0%Sold out
Iron Horse Wealth Management, LLC0$00.00%−700−100.0%Sold out
The PNC Financial Services Group, Inc.0$00.00%−500−100.0%Sold out
Nomura Asset Management Co Ltd0$00.00%−500−100.0%Sold out
Russell Investments Group, Ltd.0$00.00%−449−100.0%Sold out
Cape Investment Advisory, Inc.0$00.00%−276−100.0%Sold out
Elequin Capital LP0$00.00%−242−100.0%Sold out
Truvestments Capital LLC0$00.00%−155−100.0%Sold out
Farther Finance Advisors, LLC0$00.00%−82−100.0%Sold out
Crewe Advisors LLC0$00.00%−77−100.0%Sold out
FMR LLC0$00.00%−17−100.0%Sold out
Simplex Trading, LLC0$00.00%−65−100.0%Sold out