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 |
|---|---|---|---|---|---|
| Danske Bank A/S | 1 | $11 | 0.00% | +1 | New |
| Allworth Financial LP | 46 | $466 | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 127 | $1.00K | 0.00% | −115−47.5% | Reduced |
| Whipplewood Advisors, LLC | 65 | $1.30K | 0.00% | −53−44.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 293 | $3.23K | 0.00% | +293 | New |
| IFP Advisors, Inc | 297 | $3.28K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 300 | $3.31K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 308 | $3.40K | 0.00% | −617−66.7% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 329 | $3.63K | 0.00% | −171−34.2% | Reduced |
| Chelsea Counsel Co | 340 | $3.75K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 408 | $4.50K | 0.00% | −217−34.7% | Reduced |
| Bank & Trust Co | 422 | $4.66K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 800 | $8.82K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,000 | $11.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1,101 | $12.1K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 1,500 | $16.6K | 0.00% | +1,500 | New |
| GWM Advisors LLC | 2,067 | $22.8K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 2,104 | $23.2K | 0.00% | +551+35.5% | Added |
| Nomura Asset Management Co Ltd | 2,161 | $23.8K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 5,660 | $62.4K | 0.00% | −3,597−38.9% | Reduced |
| Harbour Investments, Inc. | 6,348 | $70.0K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 7,295 | $80.5K | 0.00% | +2,261+44.9% | Added |
| Quarry LP | 8,095 | $89.3K | 0.02% | +6,338+360.7% | Added |
| Atlantic Trust, LLC | 8,694 | $95.9K | 0.02% | +245+2.9% | Added |
| Brown Advisory Inc | 10,000 | $110.3K | 0.00% | 00.0% | Unchanged |
| Verity & Verity, LLC | 10,000 | $110.3K | 0.01% | 00.0% | Unchanged |
| Barclays PLC | 10,700 | $118.0K | 0.00% | +5,800+118.4% | Added |
| AE Wealth Management LLC | 10,845 | $119.6K | 0.00% | −366−3.3% | Reduced |
| Citigroup Inc | 10,950 | $120.8K | 0.00% | +5,679+107.7% | Added |
| Larson Financial Group LLC | 10,960 | $120.9K | 0.01% | +7+0.1% | Added |
| Entropy Technologies, LP | 11,800 | $130.2K | 0.01% | +11,800 | New |
| Verition Fund Management LLC | 12,207 | $134.6K | 0.00% | −14,693−54.6% | Reduced |
| Navis Wealth Advisors, LLC | 13,000 | $143.4K | 0.14% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 13,227 | $145.9K | 0.00% | −111,762−89.4% | Reduced |
| Jane Street Group, LLC | 13,515 | $149.1K | 0.00% | −90,770−87.0% | Reduced |
| Creative Planning | 13,687 | $151.0K | 0.00% | +21+0.2% | Added |
| Condor Capital Management | 13,730 | $151.4K | 0.01% | −3,034−18.1% | Reduced |
| Bryn Mawr Trust Co | 14,000 | $154.4K | 0.00% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 14,000 | $154.4K | 0.00% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 14,609 | $161.1K | 0.01% | −4,408−23.2% | Reduced |
| Brevan Howard Capital Management LP | 15,062 | $166.1K | 0.00% | +15,062 | New |
| CIBC Private Wealth Group, LLC | 19,825 | $180.6K | 0.00% | 00.0% | Unchanged |
| Virtu Financial LLC | 16,655 | $184.0K | 0.01% | −1,107−6.2% | Reduced |
| Wedbush Securities Inc | 17,525 | $193.0K | 0.01% | −725−4.0% | Reduced |
| Sanders Morris Harris LLC | 18,375 | $202.7K | 0.03% | 00.0% | Unchanged |
| EMC Capital Management | 18,470 | $204.0K | 0.12% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 18,666 | $205.9K | 0.01% | −39,196−67.7% | Reduced |
| Rothschild Investment LLC | 19,520 | $215.3K | 0.01% | 00.0% | Unchanged |
| ProShare Advisors LLC | 19,841 | $218.8K | 0.00% | +1,680+9.3% | Added |
| Shore Point Advisors, LLC | 20,445 | $225.5K | 0.12% | −1,450−6.6% | Reduced |
| Empower Advisory Group, LLC | 22,397 | $247.0K | 0.00% | +191+0.9% | Added |
| Goldman Sachs Group Inc | 23,801 | $262.5K | 0.00% | −41,280−63.4% | Reduced |
| Atria Wealth Solutions, Inc. | 23,968 | $264.4K | 0.00% | −2,986−11.1% | Reduced |
| Squarepoint Ops LLC | 23,991 | $264.6K | 0.00% | −16,301−40.5% | Reduced |
| Lido Advisors, LLC | 24,081 | $265.6K | 0.00% | −21,476−47.1% | Reduced |
| Cetera Investment Advisers | 24,146 | $266.3K | 0.00% | +11,754+94.9% | Added |
| Northern Trust Corp | 25,378 | $279.9K | 0.00% | −35,850−58.6% | Reduced |
| PharVision Advisers, LLC | 25,442 | $280.6K | 0.39% | +25,442 | New |
| ExodusPoint Capital Management, LP | 26,100 | $288.0K | 0.00% | −191−0.7% | Reduced |
| Generali Investments CEE, investicni spolecnost, a.s. | 26,672 | $294.2K | 0.03% | +26,672 | New |
| SEI Investments Co | 26,887 | $296.6K | 0.00% | −68,462−71.8% | Reduced |
| Union Bancaire Privee, UBP SA | 27,419 | $302.4K | 0.01% | 00.0% | Unchanged |
| Bard Associates Inc | 27,473 | $303.0K | 0.11% | 00.0% | Unchanged |
| State Street Corp | 28,864 | $318.4K | 0.00% | +28,864 | New |
| Mutual Advisors, LLC | 32,059 | $324.8K | 0.01% | −370−1.1% | Reduced |
| NewEdge Wealth, LLC | 30,000 | $330.9K | 0.01% | 00.0% | Unchanged |
| Fayez Sarofim & Co | 30,272 | $333.9K | 0.00% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 30,495 | $336.4K | 0.05% | +217+0.7% | Added |
| Sanctuary Advisors, LLC | 30,692 | $338.5K | 0.00% | −1,262−3.9% | Reduced |
| International Assets Investment Management, LLC | 31,259 | $344.8K | 0.03% | 00.0% | Unchanged |
| CWM Advisors, LLC | 31,296 | $345.2K | 0.04% | −4,159−11.7% | Reduced |
| Lansforsakringar Fondforvaltning AB (publ) | 32,764 | $361.4K | 0.00% | +32,764 | New |
| Mercer Global Advisors Inc | 33,222 | $366.4K | 0.00% | +33,222 | New |
| Oppenheimer & Co Inc | 33,624 | $370.9K | 0.01% | +2,450+7.9% | Added |
| PFG Investments, LLC | 33,869 | $373.6K | 0.02% | −1,421−4.0% | Reduced |
| Mackenzie Financial Corp | 33,890 | $373.8K | 0.00% | +33,890 | New |
| Reuter James Wealth Management, LLC | 34,299 | $378.3K | 0.07% | 00.0% | Unchanged |
| Spire Wealth Management | 37,700 | $415.8K | 0.01% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 40,117 | $442.5K | 0.07% | +30,011+297.0% | Added |
| Wealth Enhancement Advisory Services, LLC | 40,237 | $443.8K | 0.00% | +7,361+22.4% | Added |
| Natixis | 42,216 | $465.4K | 0.00% | +140.0% | Added |
| Schonfeld Strategic Advisors LLC | 43,558 | $480.4K | 0.00% | +19,233+79.1% | Added |
| Privium Fund Management (UK) Ltd | 45,500 | $498.7K | 0.39% | +45,500 | New |
| UBS Asset Management Americas Inc | 45,500 | $501.9K | 0.00% | +45,500 | New |
| MQS Management LLC | 46,305 | $510.7K | 0.29% | +35,411+325.1% | Added |
| Stifel Financial Corp | 46,419 | $512.0K | 0.00% | −32,262−41.0% | Reduced |
| WFA Asset Management Corp | 40,504 | $513.2K | 0.27% | +36,105+820.8% | Added |
| Key Client Fiduciary Advisors, LLC | 46,846 | $516.7K | 0.24% | −2,541−5.1% | Reduced |
| Farther Finance Advisors, LLC | 46,785 | $518.8K | 0.01% | +10,900+30.4% | Added |
| Bank of Montreal | 47,355 | $522.3K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 48,095 | $530.5K | 0.01% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 52,644 | $580.7K | 0.00% | +52,644 | New |
| Geode Capital Management, LLC | 53,270 | $587.6K | 0.00% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 57,096 | $629.8K | 0.04% | −46,825−45.1% | Reduced |
| Everstar Asset Management, LLC | 59,754 | $659.1K | 0.44% | +22,679+61.2% | Added |
| Valeo Financial Advisors, LLC | 59,850 | $660.1K | 0.02% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 60,337 | $665.5K | 0.00% | −77,436−56.2% | Reduced |
| Kestra Advisory Services, LLC | 63,156 | $696.6K | 0.00% | −5,863−8.5% | Reduced |
| Balyasny Asset Management LLC | 63,208 | $697.2K | 0.00% | +63,208 | New |
| Susquehanna International Group, LLP | 63,423 | $699.6K | 0.00% | −53,685−45.8% | Reduced |