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, Q1 2025
Institutional positions in New Mountain Finance Corp as of Mar 31, 2025. 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
- 165
- −3 vs. Q4 2024
- Shares held
- 32.9M
- −1.83M (−5.3%) vs. Q4 2024
- Total value
- $363.1M
- −$28.4M (−7.3%) vs. Q4 2024
- New holders
- 19
- 57 more added
- Sold out
- 22
- 51 more reduced
1 institution that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding New Mountain Finance Corp; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Cerity Partners LLC | 3,451,200 | $38.1M | 0.08% | −235,010−6.4% | Reduced |
| LSV Asset Management | 2,764,111 | $30.5M | 0.07% | +346,508+14.3% | Added |
| Van Eck Associates Corp | 2,295,433 | $25.3M | 0.03% | −47,217−2.0% | Reduced |
| HighTower Advisors, LLC | 1,406,972 | $15.5M | 0.02% | −1,244,108−46.9% | Reduced |
| JPMorgan Chase & Co | 1,240,609 | $13.7M | 0.00% | +1,657+0.1% | Added |
| Morgan Stanley | 1,137,491 | $12.5M | 0.00% | +28,586+2.6% | Added |
| Two Sigma Advisers, LP | 1,095,200 | $12.1M | 0.03% | +135,929+14.2% | Added |
| Invesco Ltd. | 1,091,476 | $12.0M | 0.00% | +105,559+10.7% | Added |
| UBS Group AG | 880,084 | $9.71M | 0.00% | +304,832+53.0% | Added |
| National Philanthropic Trust | 852,921 | $9.41M | 0.15% | 00.0% | Unchanged |
| Dimension Capital Management LLC | 811,949 | $8.96M | 1.59% | −83,913−9.4% | Reduced |
| Two Sigma Investments, LP | 760,045 | $8.38M | 0.02% | +81,149+12.0% | Added |
| Legal & General Group Plc | 717,608 | $7.92M | 0.00% | +3,633+0.5% | Added |
| Millennium Management LLC | 711,050 | $7.84M | 0.01% | +191,518+36.9% | Added |
| Palisade Capital Management LLC | 687,868 | $7.59M | 0.22% | +36,385+5.6% | Added |
| Ares Management LLC | 566,186 | $6.25M | 0.38% | 00.0% | Unchanged |
| Franklin Resources Inc | 544,830 | $6.01M | 0.00% | +182,079+50.2% | Added |
| Bank of America Corp | 492,201 | $5.43M | 0.00% | +9,148+1.9% | Added |
| Confluence Investment Management LLC | 438,682 | $4.84M | 0.07% | +8,876+2.1% | Added |
| Transcend Wealth Collective, LLC | 423,784 | $4.67M | 0.34% | +423,784 | New |
| BlackRock, Inc. | 420,139 | $4.63M | 0.00% | −7,493−1.8% | Reduced |
| Allspring Global Investments Holdings, LLC | 407,199 | $4.52M | 0.01% | −2,477,357−85.9% | Reduced |
| Muzinich & Co., Inc. | 393,136 | $4.34M | 2.65% | +52,888+15.5% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 387,176 | $4.27M | 0.00% | +61,809+19.0% | Added |
| Advisor Group Holdings, Inc. | 365,524 | $4.03M | 0.01% | +24,016+7.0% | Added |
| Hennion & Walsh Asset Management, Inc. | 313,430 | $3.46M | 0.15% | +59,249+23.3% | Added |
| Pathstone Holdings, LLC | 296,226 | $3.27M | 0.01% | +296,226 | New |
| Trexquant Investment LP | 291,634 | $3.22M | 0.04% | +125,230+75.3% | Added |
| Rockingstone Advisors LLC | 274,402 | $3.03M | 1.36% | −7,705−2.7% | Reduced |
| Ameriprise Financial Inc | 260,866 | $2.88M | 0.00% | +45,395+21.1% | Added |
| Merit Financial Group, LLC | 260,572 | $2.87M | 0.04% | +1,052+0.4% | Added |
| Advisors Asset Management, Inc. | 248,327 | $2.74M | 0.05% | +19,243+8.4% | Added |
| GraniteShares Advisors LLC | 232,504 | $2.56M | 1.63% | +14,090+6.5% | Added |
| Wells Fargo & Company | 229,277 | $2.53M | 0.00% | +1,180+0.5% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 209,500 | $2.31M | 0.00% | 00.0% | Unchanged |
| Naviter Wealth, LLC | 197,677 | $2.25M | 0.27% | +8,548+4.5% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 200,607 | $2.21M | 0.02% | +104,620+109.0% | Added |
| Prevail Innovative Wealth Advisors, LLC | 192,281 | $2.12M | 0.57% | +13,907+7.8% | Added |
| LPL Financial LLC | 184,034 | $2.03M | 0.00% | +9,260+5.3% | Added |
| First National Trust Co | 169,359 | $1.87M | 0.08% | +4,780+2.9% | Added |
| Wealthedge Investment Advisors, LLC | 152,878 | $1.69M | 0.76% | +98,936+183.4% | Added |
| Mill Creek Capital Advisors, LLC | 149,000 | $1.64M | 0.04% | 00.0% | Unchanged |
| Midwest Professional Planners, LTD. | 145,346 | $1.60M | 0.50% | +3,513+2.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 143,111 | $1.58M | 0.01% | −283−0.2% | Reduced |
| Dorsey & Whitney Trust CO LLC | 135,462 | $1.49M | 0.09% | 00.0% | Unchanged |
| Alberta Investment Management Corp | 121,800 | $1.34M | 0.01% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 121,447 | $1.34M | 0.00% | −1,725−1.4% | Reduced |
| Tranquility Partners, LLC | 120,472 | $1.33M | 0.51% | +29,600+32.6% | Added |
| Neuberger Berman Group LLC | 119,158 | $1.31M | 0.00% | −38,230−24.3% | Reduced |
| Denali Advisors LLC | 118,966 | $1.31M | 0.15% | +12,895+12.2% | Added |
| Captrust Financial Advisors | 118,024 | $1.30M | 0.00% | −18,745−13.7% | Reduced |
| Commonwealth Equity Services, LLC | 99,253 | $1.09M | 0.00% | +5,964+6.4% | Added |
| Clearstead Advisors, LLC | 98,674 | $1.09M | 0.02% | −3,285−3.2% | Reduced |
| Virtus Investment Advisers, Inc. | 97,969 | $1.08M | 0.29% | +97,969 | New |
| Qube Research & Technologies Ltd | 96,978 | $1.07M | 0.00% | +96,978 | New |
| Macquarie Group Ltd | 95,300 | $1.05M | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 94,330 | $1.04M | 0.00% | −91,936−49.4% | Reduced |
| Great West Life Assurance Co | 93,171 | $1.03M | 0.00% | +16,150+21.0% | Added |
| Royal Bank of Canada | 81,822 | $902.0K | 0.00% | +3,178+4.0% | Added |
| Raymond James Financial Inc | 79,096 | $872.4K | 0.00% | −4,708−5.6% | Reduced |
| Bramshill Investments, LLC | 77,125 | $850.7K | 0.09% | +73+0.1% | Added |
| Citadel Advisors LLC | 74,126 | $817.6K | 0.00% | −81,608−52.4% | Reduced |
| Epoch Investment Partners, Inc. | 73,315 | $808.7K | 0.00% | −11,464−13.5% | Reduced |
| Chilton Investment Co LLC | 70,520 | $777.8K | 0.02% | −15,000−17.5% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 69,953 | $771.6K | 0.00% | −31,358−31.0% | Reduced |
| Susquehanna International Group, LLP | 63,423 | $699.6K | 0.00% | −53,685−45.8% | Reduced |
| Balyasny Asset Management LLC | 63,208 | $697.2K | 0.00% | +63,208 | New |
| Kestra Advisory Services, LLC | 63,156 | $696.6K | 0.00% | −5,863−8.5% | Reduced |
| Envestnet Asset Management Inc | 60,337 | $665.5K | 0.00% | −77,436−56.2% | Reduced |
| Valeo Financial Advisors, LLC | 59,850 | $660.1K | 0.02% | 00.0% | Unchanged |
| Everstar Asset Management, LLC | 59,754 | $659.1K | 0.44% | +22,679+61.2% | Added |
| Y-Intercept (Hong Kong) Ltd | 57,096 | $629.8K | 0.04% | −46,825−45.1% | Reduced |
| Geode Capital Management, LLC | 53,270 | $587.6K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 52,644 | $580.7K | 0.00% | +52,644 | New |
| Whittier Trust Co | 48,095 | $530.5K | 0.01% | 00.0% | Unchanged |
| Bank of Montreal | 47,355 | $522.3K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 46,785 | $518.8K | 0.01% | +10,900+30.4% | Added |
| Key Client Fiduciary Advisors, LLC | 46,846 | $516.7K | 0.24% | −2,541−5.1% | Reduced |
| WFA Asset Management Corp | 40,504 | $513.2K | 0.27% | +36,105+820.8% | Added |
| Stifel Financial Corp | 46,419 | $512.0K | 0.00% | −32,262−41.0% | Reduced |
| MQS Management LLC | 46,305 | $510.7K | 0.29% | +35,411+325.1% | Added |
| UBS Asset Management Americas Inc | 45,500 | $501.9K | 0.00% | +45,500 | New |
| Privium Fund Management (UK) Ltd | 45,500 | $498.7K | 0.39% | +45,500 | New |
| Schonfeld Strategic Advisors LLC | 43,558 | $480.4K | 0.00% | +19,233+79.1% | Added |
| Natixis | 42,216 | $465.4K | 0.00% | +140.0% | Added |
| Wealth Enhancement Advisory Services, LLC | 40,237 | $443.8K | 0.00% | +7,361+22.4% | Added |
| Fox Run Management, L.L.C. | 40,117 | $442.5K | 0.07% | +30,011+297.0% | Added |
| Spire Wealth Management | 37,700 | $415.8K | 0.01% | 00.0% | Unchanged |
| Reuter James Wealth Management, LLC | 34,299 | $378.3K | 0.07% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 33,890 | $373.8K | 0.00% | +33,890 | New |
| PFG Investments, LLC | 33,869 | $373.6K | 0.02% | −1,421−4.0% | Reduced |
| Oppenheimer & Co Inc | 33,624 | $370.9K | 0.01% | +2,450+7.9% | Added |
| Mercer Global Advisors Inc | 33,222 | $366.4K | 0.00% | +33,222 | New |
| Lansforsakringar Fondforvaltning AB (publ) | 32,764 | $361.4K | 0.00% | +32,764 | New |
| CWM Advisors, LLC | 31,296 | $345.2K | 0.04% | −4,159−11.7% | Reduced |
| International Assets Investment Management, LLC | 31,259 | $344.8K | 0.03% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 30,692 | $338.5K | 0.00% | −1,262−3.9% | Reduced |
| Moloney Securities Asset Management, LLC | 30,495 | $336.4K | 0.05% | +217+0.7% | Added |
| Fayez Sarofim & Co | 30,272 | $333.9K | 0.00% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 30,000 | $330.9K | 0.01% | 00.0% | Unchanged |