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 |
|---|---|---|---|---|---|
| Union Bancaire Privee, UBP SA | 27,419 | $308.7K | 0.01% | +27,419 | New |
| Dynamic Technology Lab Private Ltd | 27,081 | $305.0K | 0.05% | +27,081 | New |
| Atria Wealth Solutions, Inc. | 26,954 | $303.7K | 0.00% | −3,600−11.8% | Reduced |
| Verition Fund Management LLC | 26,900 | $302.9K | 0.00% | +26,900 | New |
| ExodusPoint Capital Management, LP | 26,291 | $296.0K | 0.00% | +13,642+107.9% | Added |
| Boston Private Wealth LLC | 24,735 | $278.5K | 0.01% | +24,735 | New |
| Schonfeld Strategic Advisors LLC | 24,325 | $273.9K | 0.00% | −192,365−88.8% | Reduced |
| Empower Advisory Group, LLC | 22,206 | $250.0K | 0.00% | 00.0% | Unchanged |
| Shore Point Advisors, LLC | 21,895 | $246.5K | 0.13% | 00.0% | Unchanged |
| Colony Group, LLC | 20,999 | $236.5K | 0.00% | +20,999 | New |
| Rothschild Investment LLC | 19,520 | $219.8K | 0.01% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 19,825 | $218.1K | 0.00% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 19,017 | $214.1K | 0.02% | +4,783+33.6% | Added |
| CI Private Wealth, LLC | 18,723 | $210.8K | 0.00% | +6,812+57.2% | Added |
| EMC Capital Management | 18,470 | $208.0K | 0.12% | +10,462+130.6% | Added |
| Sanders Morris Harris LLC | 18,375 | $206.0K | 0.03% | −1,000−5.2% | Reduced |
| Wedbush Securities Inc | 18,250 | $205.0K | 0.01% | −11,011−37.6% | Reduced |
| ProShare Advisors LLC | 18,161 | $204.5K | 0.00% | +2,664+17.2% | Added |
| Virtu Financial LLC | 17,762 | $200.0K | 0.01% | +17,762 | New |
| Condor Capital Management | 16,764 | $188.8K | 0.02% | −298,165−94.7% | Reduced |
| Vise Technologies, Inc. | 16,494 | $185.7K | 0.02% | +1,110+7.2% | Added |
| Centiva Capital, LP | 15,183 | $171.0K | 0.01% | +4,366+40.4% | 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 |
| Creative Planning | 13,666 | $153.9K | 0.00% | +361+2.7% | Added |
| XTX Topco Ltd | 13,164 | $148.2K | 0.01% | +13,164 | New |
| New World Advisors LLC | 13,047 | $146.9K | 0.04% | +13,047 | New |
| Navis Wealth Advisors, LLC | 13,000 | $146.4K | 0.16% | 00.0% | Unchanged |
| Cetera Investment Advisers | 12,392 | $139.5K | 0.00% | −1,536−11.0% | Reduced |
| AE Wealth Management LLC | 11,211 | $126.2K | 0.00% | +11,211 | New |
| Larson Financial Group LLC | 10,953 | $123.3K | 0.01% | +10,727+4,746.5% | Added |
| MQS Management LLC | 10,894 | $122.7K | 3.49% | +10,894 | New |
| Fox Run Management, L.L.C. | 10,106 | $113.8K | 0.02% | +10,106 | New |
| Brown Advisory Inc | 10,000 | $112.6K | 0.00% | 00.0% | Unchanged |
| Verity & Verity, LLC | 10,000 | $112.6K | 0.01% | 00.0% | Unchanged |
| Comerica Bank | 9,257 | $104.2K | 0.00% | −929−9.1% | Reduced |
| Atlantic Trust, LLC | 8,449 | $95.1K | 0.02% | +234+2.8% | Added |
| BNP Paribas Arbitrage, SA | 7,488 | $84.3K | 0.00% | +5,288+240.4% | Added |
| Harbour Investments, Inc. | 6,348 | $71.5K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 5,271 | $59.4K | 0.00% | +1,223+30.2% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5,181 | $58.3K | 0.00% | +100+2.0% | Added |
| MAI Capital Management | 5,034 | $56.7K | 0.00% | +5,034 | New |
| Barclays PLC | 4,900 | $55.2K | 0.00% | 00.0% | Unchanged |
| WFA Asset Management Corp | 4,399 | $49.5K | 0.03% | −36,307−89.2% | Reduced |
| Nomura Asset Management Co Ltd | 2,161 | $24.3K | 0.00% | +2,161 | New |
| GWM Advisors LLC | 2,067 | $23.3K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 1,757 | $19.8K | 0.00% | +1,441+456.0% | Added |
| Geneos Wealth Management Inc. | 1,553 | $17.5K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 1,400 | $16.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1,101 | $12.4K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,000 | $11.3K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 969 | $10.9K | 0.00% | −324,396−99.7% | Reduced |
| EverSource Wealth Advisors, LLC | 925 | $10.4K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 800 | $9.01K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 625 | $7.04K | 0.00% | +475+316.7% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 500 | $5.63K | 0.00% | 00.0% | Unchanged |
| Bank & Trust Co | 422 | $4.75K | 0.00% | 00.0% | Unchanged |
| Chelsea Counsel Co | 340 | $3.83K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 300 | $3.38K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 297 | $3.34K | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 241 | $2.71K | 0.00% | +241 | New |
| Simplex Trading, LLC | 242 | $2.00K | 0.00% | +242 | New |
| National Bank of Canada | 130 | $1.46K | 0.00% | +130 | New |
| Whipplewood Advisors, LLC | 118 | $1.33K | 0.00% | +118 | New |
| Allworth Financial LP | 46 | $526 | 0.00% | +46 | New |
| Tower Research Capital LLC (TRC) | 42 | $473 | 0.00% | −4,387−99.1% | Reduced |
| Caitong International Asset Management Co., Ltd | 7 | $79 | 0.00% | +7 | New |
| Elequin Capital LP | 2 | $23 | 0.00% | −51−96.2% | Reduced |
| FMR LLC | 2 | $23 | 0.00% | +2 | New |
| Brandywine Global Investment Management, LLC | 0 | $0 | 0.00% | −470,297−100.0% | Sold out |
| Oak Family Advisors, LLC | 0 | $0 | 0.00% | −131,280−100.0% | Sold out |
| Guild Investment Management, Inc. | 0 | $0 | 0.00% | −60,190−100.0% | Sold out |
| Mercer Global Advisors Inc | 0 | $0 | 0.00% | −47,427−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −29,319−100.0% | Sold out |
| Stephens Inc | 0 | $0 | 0.00% | −25,500−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −22,310−100.0% | Sold out |
| Kennedy Capital Management, Inc. | 0 | $0 | 0.00% | −21,628−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −20,373−100.0% | Sold out |
| Allen Investment Management LLC | 0 | $0 | 0.00% | −19,010−100.0% | Sold out |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0 | $0 | 0.00% | −18,334−100.0% | Sold out |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −16,946−100.0% | Sold out |
| Genesee Capital Advisors, LLC | 0 | $0 | 0.00% | −16,508−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Wiley Bros.-Aintree Capital, LLC | 0 | $0 | 0.00% | −12,389−100.0% | Sold out |
| Cliffwater LLC | 0 | $0 | 0.00% | −12,057−100.0% | Sold out |
| Beaumont Financial Advisors, LLC | 0 | $0 | 0.00% | −11,002−100.0% | Sold out |
| ARS Wealth Advisors Group, LLC | 0 | $0 | 0.00% | −10,790−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −10,783−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −10,136−100.0% | Sold out |
| Claris Advisors, LLC | 0 | $0 | 0.00% | −2,190−100.0% | Sold out |
| Householder Group Estate & Retirement Specialist, LLC | 0 | $0 | 0.00% | −733−100.0% | Sold out |
| WealthCollab, LLC | 0 | $0 | 0.00% | −288−100.0% | Sold out |
| Jaffetilchin Investment Partners, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Sandy Spring Bank | 0 | $0 | 0.00% | −75−100.0% | Sold out |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | Not filed |
| Raymond James & Associates | – | – | – | – | Not filed |
| GYL Financial Synergies, LLC | – | – | – | – | Not filed |