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, Q4 2024
Institutional positions in New Mountain Finance Corp as of Dec 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
- 169
- +3 vs. Q3 2024
- Shares held
- 34.8M
- −970.0K (−2.7%) vs. Q3 2024
- Total value
- $391.6M
- −$30.8M (−7.3%) vs. Q3 2024
- New holders
- 28
- 55 more added
- Sold out
- 25
- 51 more reduced
3 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding New Mountain Finance Corp; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Elequin Capital LP | 2 | $23 | 0.00% | −51−96.2% | Reduced |
| FMR LLC | 2 | $23 | 0.00% | +2 | New |
| Caitong International Asset Management Co., Ltd | 7 | $79 | 0.00% | +7 | New |
| Tower Research Capital LLC (TRC) | 42 | $473 | 0.00% | −4,387−99.1% | Reduced |
| Allworth Financial LP | 46 | $526 | 0.00% | +46 | New |
| Whipplewood Advisors, LLC | 118 | $1.33K | 0.00% | +118 | New |
| National Bank of Canada | 130 | $1.46K | 0.00% | +130 | New |
| Simplex Trading, LLC | 242 | $2.00K | 0.00% | +242 | New |
| Synergy Investment Management, LLC | 241 | $2.71K | 0.00% | +241 | New |
| IFP Advisors, Inc | 297 | $3.34K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 300 | $3.38K | 0.00% | 00.0% | Unchanged |
| Chelsea Counsel Co | 340 | $3.83K | 0.00% | 00.0% | Unchanged |
| Bank & Trust Co | 422 | $4.75K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 500 | $5.63K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 625 | $7.04K | 0.00% | +475+316.7% | Added |
| Sound Income Strategies, LLC | 800 | $9.01K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 925 | $10.4K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 969 | $10.9K | 0.00% | −324,396−99.7% | Reduced |
| First Horizon Advisors, Inc. | 1,000 | $11.3K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1,101 | $12.4K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 1,400 | $16.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,553 | $17.5K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 1,757 | $19.8K | 0.00% | +1,441+456.0% | Added |
| GWM Advisors LLC | 2,067 | $23.3K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 2,161 | $24.3K | 0.00% | +2,161 | New |
| WFA Asset Management Corp | 4,399 | $49.5K | 0.03% | −36,307−89.2% | Reduced |
| Barclays PLC | 4,900 | $55.2K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 5,034 | $56.7K | 0.00% | +5,034 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5,181 | $58.3K | 0.00% | +100+2.0% | Added |
| Citigroup Inc | 5,271 | $59.4K | 0.00% | +1,223+30.2% | Added |
| Harbour Investments, Inc. | 6,348 | $71.5K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 7,488 | $84.3K | 0.00% | +5,288+240.4% | Added |
| Atlantic Trust, LLC | 8,449 | $95.1K | 0.02% | +234+2.8% | Added |
| Comerica Bank | 9,257 | $104.2K | 0.00% | −929−9.1% | Reduced |
| Brown Advisory Inc | 10,000 | $112.6K | 0.00% | 00.0% | Unchanged |
| Verity & Verity, LLC | 10,000 | $112.6K | 0.01% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 10,106 | $113.8K | 0.02% | +10,106 | New |
| MQS Management LLC | 10,894 | $122.7K | 3.49% | +10,894 | New |
| Larson Financial Group LLC | 10,953 | $123.3K | 0.01% | +10,727+4,746.5% | Added |
| AE Wealth Management LLC | 11,211 | $126.2K | 0.00% | +11,211 | New |
| Cetera Investment Advisers | 12,392 | $139.5K | 0.00% | −1,536−11.0% | Reduced |
| Navis Wealth Advisors, LLC | 13,000 | $146.4K | 0.16% | 00.0% | Unchanged |
| New World Advisors LLC | 13,047 | $146.9K | 0.04% | +13,047 | New |
| XTX Topco Ltd | 13,164 | $148.2K | 0.01% | +13,164 | New |
| Creative Planning | 13,666 | $153.9K | 0.00% | +361+2.7% | Added |
| Williams Jones Wealth Management, LLC. | 14,000 | $157.6K | 0.00% | −1,000−6.7% | Reduced |
| Bryn Mawr Trust Co | 14,000 | $157.6K | 0.00% | 00.0% | Unchanged |
| Centiva Capital, LP | 15,183 | $171.0K | 0.01% | +4,366+40.4% | Added |
| Vise Technologies, Inc. | 16,494 | $185.7K | 0.02% | +1,110+7.2% | Added |
| Condor Capital Management | 16,764 | $188.8K | 0.02% | −298,165−94.7% | Reduced |
| Virtu Financial LLC | 17,762 | $200.0K | 0.01% | +17,762 | New |
| ProShare Advisors LLC | 18,161 | $204.5K | 0.00% | +2,664+17.2% | Added |
| Wedbush Securities Inc | 18,250 | $205.0K | 0.01% | −11,011−37.6% | Reduced |
| Sanders Morris Harris LLC | 18,375 | $206.0K | 0.03% | −1,000−5.2% | Reduced |
| EMC Capital Management | 18,470 | $208.0K | 0.12% | +10,462+130.6% | Added |
| CI Private Wealth, LLC | 18,723 | $210.8K | 0.00% | +6,812+57.2% | Added |
| Essex Financial Services, Inc. | 19,017 | $214.1K | 0.02% | +4,783+33.6% | Added |
| CIBC Private Wealth Group, LLC | 19,825 | $218.1K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 19,520 | $219.8K | 0.01% | 00.0% | Unchanged |
| Colony Group, LLC | 20,999 | $236.5K | 0.00% | +20,999 | New |
| Shore Point Advisors, LLC | 21,895 | $246.5K | 0.13% | 00.0% | Unchanged |
| Empower Advisory Group, LLC | 22,206 | $250.0K | 0.00% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 24,325 | $273.9K | 0.00% | −192,365−88.8% | Reduced |
| Boston Private Wealth LLC | 24,735 | $278.5K | 0.01% | +24,735 | New |
| ExodusPoint Capital Management, LP | 26,291 | $296.0K | 0.00% | +13,642+107.9% | Added |
| Verition Fund Management LLC | 26,900 | $302.9K | 0.00% | +26,900 | New |
| Atria Wealth Solutions, Inc. | 26,954 | $303.7K | 0.00% | −3,600−11.8% | Reduced |
| Dynamic Technology Lab Private Ltd | 27,081 | $305.0K | 0.05% | +27,081 | New |
| Union Bancaire Privee, UBP SA | 27,419 | $308.7K | 0.01% | +27,419 | New |
| Bard Associates Inc | 27,473 | $309.3K | 0.11% | −1,700−5.8% | Reduced |
| TrueMark Investments, LLC | 28,446 | $320.3K | 0.10% | +28,446 | New |
| NewEdge Wealth, LLC | 30,000 | $337.8K | 0.01% | 00.0% | Unchanged |
| Fayez Sarofim & Co | 30,272 | $340.9K | 0.00% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 30,278 | $340.9K | 0.05% | +390+1.3% | Added |
| Oppenheimer & Co Inc | 31,174 | $351.0K | 0.01% | +3,708+13.5% | Added |
| International Assets Investment Management, LLC | 31,259 | $354.5K | 0.03% | −343,228−91.7% | Reduced |
| CAPROCK Group, Inc. | 31,736 | $357.3K | 0.01% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 32,429 | $363.8K | 0.01% | −264−0.8% | Reduced |
| Sanctuary Advisors, LLC | 31,954 | $370.0K | 0.00% | −54−0.2% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 32,876 | $370.2K | 0.00% | +405+1.2% | Added |
| Reuter James Wealth Management, LLC | 34,299 | $386.2K | 0.07% | 00.0% | Unchanged |
| PFG Investments, LLC | 35,290 | $397.4K | 0.02% | −178−0.5% | Reduced |
| CWM Advisors, LLC | 35,455 | $399.2K | 0.04% | +1,188+3.5% | Added |
| Farther Finance Advisors, LLC | 35,885 | $404.1K | 0.01% | +21,775+154.3% | Added |
| Everstar Asset Management, LLC | 37,075 | $417.5K | 0.30% | −14,398−28.0% | Reduced |
| Spire Wealth Management | 37,700 | $424.5K | 0.01% | −10,807−22.3% | Reduced |
| Squarepoint Ops LLC | 40,292 | $453.7K | 0.00% | +25,886+179.7% | Added |
| Natixis | 42,202 | $476.9K | 0.00% | +150.0% | Added |
| Lido Advisors, LLC | 45,557 | $513.0K | 0.00% | +1,199+2.7% | Added |
| Bank of Montreal | 47,355 | $533.2K | 0.00% | +29,050+158.7% | Added |
| Whittier Trust Co | 48,095 | $541.5K | 0.01% | 00.0% | Unchanged |
| Key Client Fiduciary Advisors, LLC | 49,387 | $556.1K | 0.25% | +571+1.2% | Added |
| Geode Capital Management, LLC | 53,270 | $599.8K | 0.00% | 00.0% | Unchanged |
| Wealthedge Investment Advisors, LLC | 53,942 | $607.4K | 0.27% | +53,942 | New |
| HRT Financial LP | 56,383 | $634.0K | 0.00% | +30,256+115.8% | Added |
| Aquatic Capital Management LLC | 57,862 | $651.5K | 0.02% | +51,962+880.7% | Added |
| Valeo Financial Advisors, LLC | 59,850 | $673.9K | 0.02% | 00.0% | Unchanged |
| Northern Trust Corp | 61,228 | $689.4K | 0.00% | +13,314+27.8% | Added |
| Goldman Sachs Group Inc | 65,081 | $732.8K | 0.00% | +14,125+27.7% | Added |
| Kestra Advisory Services, LLC | 69,019 | $777.2K | 0.00% | +5,648+8.9% | Added |