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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

Q4 2024 vs. Q3 2024

How the institutions holding New Mountain Finance Corp changed between Q3 2024 and Q4 2024.

All holders in Q4 2024All holders in Q3 2024

13F holders of NMFC: Q3 2024 compared with Q4 2024
MeasureQ3 2024Of which not filed for Q4 2024Q4 2024Change
Holders1693169+3
Shares35.9M132.4K34.8M−970.0K (−2.7%)
Value$424.0M$1.59M$391.6M−$30.8M (−7.3%)

3 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (28)

Institutions that held New Mountain Finance Corp at the end of Q4 2024 but not at the end of Q3 2024.

Institutions new to NMFC in Q4 2024
InstitutionSharesValue% of portfolio
Universal- Beteiligungs- und Servicegesellschaft mbH209,500$2.36M0.00%
Naviter Wealth, LLC189,129$2.13M0.26%
Dorsey & Whitney Trust CO LLC135,462$1.53M0.08%
Y-Intercept (Hong Kong) Ltd103,921$1.17M0.08%
Connor, Clark & Lunn Investment Management Ltd.101,311$1.14M0.01%
Raymond James Financial Inc83,804$943.6K0.00%
Wealthedge Investment Advisors, LLC53,942$607.4K0.27%
TrueMark Investments, LLC28,446$320.3K0.10%
Union Bancaire Privee, UBP SA27,419$308.7K0.01%
Dynamic Technology Lab Private Ltd27,081$305.0K0.05%
Verition Fund Management LLC26,900$302.9K0.00%
Boston Private Wealth LLC24,735$278.5K0.01%
Colony Group, LLC20,999$236.5K0.00%
Virtu Financial LLC17,762$200.0K0.01%
XTX Topco Ltd13,164$148.2K0.01%
New World Advisors LLC13,047$146.9K0.04%
AE Wealth Management LLC11,211$126.2K0.00%
MQS Management LLC10,894$122.7K3.49%
Fox Run Management, L.L.C.10,106$113.8K0.02%
MAI Capital Management5,034$56.7K0.00%
Nomura Asset Management Co Ltd2,161$24.3K0.00%
Synergy Investment Management, LLC241$2.71K0.00%
Simplex Trading, LLC242$2.00K0.00%
National Bank of Canada130$1.46K0.00%
Whipplewood Advisors, LLC118$1.33K0.00%
Allworth Financial LP46$5260.00%
Caitong International Asset Management Co., Ltd7$790.00%
FMR LLC2$230.00%

Sold out (25)

Institutions that held New Mountain Finance Corp at the end of Q3 2024 and filed for Q4 2024 without it.

Not filed for Q4 2024 yet (3)

Institutions that held New Mountain Finance Corp at the end of Q3 2024 and haven't filed a 13F for Q4 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding NMFC in Q3 2024 that haven't filed for Q4 2024
InstitutionShares, Q3 2024Value, Q3 2024
Raymond James Financial Services Advisors, Inc.76,418$915.5K
Raymond James & Associates38,454$460.7K
GYL Financial Synergies, LLC17,510$209.8K