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 |
|---|---|---|---|---|---|
| Connor, Clark & Lunn Investment Management Ltd. | 69,953 | $771.6K | 0.00% | −31,358−31.0% | Reduced |
| Chilton Investment Co LLC | 70,520 | $777.8K | 0.02% | −15,000−17.5% | Reduced |
| Epoch Investment Partners, Inc. | 73,315 | $808.7K | 0.00% | −11,464−13.5% | Reduced |
| Citadel Advisors LLC | 74,126 | $817.6K | 0.00% | −81,608−52.4% | Reduced |
| Bramshill Investments, LLC | 77,125 | $850.7K | 0.09% | +73+0.1% | Added |
| Raymond James Financial Inc | 79,096 | $872.4K | 0.00% | −4,708−5.6% | Reduced |
| Royal Bank of Canada | 81,822 | $902.0K | 0.00% | +3,178+4.0% | Added |
| Great West Life Assurance Co | 93,171 | $1.03M | 0.00% | +16,150+21.0% | Added |
| Acadian Asset Management LLC | 94,330 | $1.04M | 0.00% | −91,936−49.4% | Reduced |
| Macquarie Group Ltd | 95,300 | $1.05M | 0.00% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 96,978 | $1.07M | 0.00% | +96,978 | New |
| Virtus Investment Advisers, Inc. | 97,969 | $1.08M | 0.29% | +97,969 | New |
| Clearstead Advisors, LLC | 98,674 | $1.09M | 0.02% | −3,285−3.2% | Reduced |
| Commonwealth Equity Services, LLC | 99,253 | $1.09M | 0.00% | +5,964+6.4% | Added |
| Captrust Financial Advisors | 118,024 | $1.30M | 0.00% | −18,745−13.7% | Reduced |
| Denali Advisors LLC | 118,966 | $1.31M | 0.15% | +12,895+12.2% | Added |
| Neuberger Berman Group LLC | 119,158 | $1.31M | 0.00% | −38,230−24.3% | Reduced |
| Tranquility Partners, LLC | 120,472 | $1.33M | 0.51% | +29,600+32.6% | Added |
| Janney Montgomery Scott LLC | 121,447 | $1.34M | 0.00% | −1,725−1.4% | Reduced |
| Alberta Investment Management Corp | 121,800 | $1.34M | 0.01% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 135,462 | $1.49M | 0.09% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 143,111 | $1.58M | 0.01% | −283−0.2% | Reduced |
| Midwest Professional Planners, LTD. | 145,346 | $1.60M | 0.50% | +3,513+2.5% | Added |
| Mill Creek Capital Advisors, LLC | 149,000 | $1.64M | 0.04% | 00.0% | Unchanged |
| Wealthedge Investment Advisors, LLC | 152,878 | $1.69M | 0.76% | +98,936+183.4% | Added |
| First National Trust Co | 169,359 | $1.87M | 0.08% | +4,780+2.9% | Added |
| LPL Financial LLC | 184,034 | $2.03M | 0.00% | +9,260+5.3% | Added |
| Prevail Innovative Wealth Advisors, LLC | 192,281 | $2.12M | 0.57% | +13,907+7.8% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 200,607 | $2.21M | 0.02% | +104,620+109.0% | Added |
| Naviter Wealth, LLC | 197,677 | $2.25M | 0.27% | +8,548+4.5% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 209,500 | $2.31M | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 229,277 | $2.53M | 0.00% | +1,180+0.5% | Added |
| GraniteShares Advisors LLC | 232,504 | $2.56M | 1.63% | +14,090+6.5% | Added |
| Advisors Asset Management, Inc. | 248,327 | $2.74M | 0.05% | +19,243+8.4% | Added |
| Merit Financial Group, LLC | 260,572 | $2.87M | 0.04% | +1,052+0.4% | Added |
| Ameriprise Financial Inc | 260,866 | $2.88M | 0.00% | +45,395+21.1% | Added |
| Rockingstone Advisors LLC | 274,402 | $3.03M | 1.36% | −7,705−2.7% | Reduced |
| Trexquant Investment LP | 291,634 | $3.22M | 0.04% | +125,230+75.3% | Added |
| Pathstone Holdings, LLC | 296,226 | $3.27M | 0.01% | +296,226 | New |
| Hennion & Walsh Asset Management, Inc. | 313,430 | $3.46M | 0.15% | +59,249+23.3% | Added |
| Advisor Group Holdings, Inc. | 365,524 | $4.03M | 0.01% | +24,016+7.0% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 387,176 | $4.27M | 0.00% | +61,809+19.0% | Added |
| Muzinich & Co., Inc. | 393,136 | $4.34M | 2.65% | +52,888+15.5% | Added |
| Allspring Global Investments Holdings, LLC | 407,199 | $4.52M | 0.01% | −2,477,357−85.9% | Reduced |
| BlackRock, Inc. | 420,139 | $4.63M | 0.00% | −7,493−1.8% | Reduced |
| Transcend Wealth Collective, LLC | 423,784 | $4.67M | 0.34% | +423,784 | New |
| Confluence Investment Management LLC | 438,682 | $4.84M | 0.07% | +8,876+2.1% | Added |
| Bank of America Corp | 492,201 | $5.43M | 0.00% | +9,148+1.9% | Added |
| Franklin Resources Inc | 544,830 | $6.01M | 0.00% | +182,079+50.2% | Added |
| Ares Management LLC | 566,186 | $6.25M | 0.38% | 00.0% | Unchanged |
| Palisade Capital Management LLC | 687,868 | $7.59M | 0.22% | +36,385+5.6% | Added |
| Millennium Management LLC | 711,050 | $7.84M | 0.01% | +191,518+36.9% | Added |
| Legal & General Group Plc | 717,608 | $7.92M | 0.00% | +3,633+0.5% | Added |
| Two Sigma Investments, LP | 760,045 | $8.38M | 0.02% | +81,149+12.0% | Added |
| Dimension Capital Management LLC | 811,949 | $8.96M | 1.59% | −83,913−9.4% | Reduced |
| National Philanthropic Trust | 852,921 | $9.41M | 0.15% | 00.0% | Unchanged |
| UBS Group AG | 880,084 | $9.71M | 0.00% | +304,832+53.0% | Added |
| Invesco Ltd. | 1,091,476 | $12.0M | 0.00% | +105,559+10.7% | Added |
| Two Sigma Advisers, LP | 1,095,200 | $12.1M | 0.03% | +135,929+14.2% | Added |
| Morgan Stanley | 1,137,491 | $12.5M | 0.00% | +28,586+2.6% | Added |
| JPMorgan Chase & Co | 1,240,609 | $13.7M | 0.00% | +1,657+0.1% | Added |
| HighTower Advisors, LLC | 1,406,972 | $15.5M | 0.02% | −1,244,108−46.9% | Reduced |
| Van Eck Associates Corp | 2,295,433 | $25.3M | 0.03% | −47,217−2.0% | Reduced |
| LSV Asset Management | 2,764,111 | $30.5M | 0.07% | +346,508+14.3% | Added |
| Cerity Partners LLC | 3,451,200 | $38.1M | 0.08% | −235,010−6.4% | Reduced |
| Proequities, Inc. | 0 | $0 | 0.00% | −1,400−100.0% | Sold out |
| Virtus ETF Advisers LLC | 0 | $0 | 0.00% | −81,601−100.0% | Sold out |
| Stableford Capital II LLC | 0 | $0 | 0.00% | −78,518−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −56,383−100.0% | Sold out |
| CAPROCK Group, Inc. | 0 | $0 | 0.00% | −31,736−100.0% | Sold out |
| TrueMark Investments, LLC | 0 | $0 | 0.00% | −28,446−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −27,081−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −24,735−100.0% | Sold out |
| Colony Group, LLC | 0 | $0 | 0.00% | −20,999−100.0% | Sold out |
| CI Private Wealth, LLC | 0 | $0 | 0.00% | −18,723−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −15,183−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −13,164−100.0% | Sold out |
| New World Advisors LLC | 0 | $0 | 0.00% | −13,047−100.0% | Sold out |
| BNP Paribas Arbitrage, SA | 0 | $0 | 0.00% | −7,488−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −5,181−100.0% | Sold out |
| Lindbrook Capital, LLC | 0 | $0 | 0.00% | −969−100.0% | Sold out |
| Synergy Investment Management, LLC | 0 | $0 | 0.00% | −241−100.0% | Sold out |
| National Bank of Canada | 0 | $0 | 0.00% | −130−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −42−100.0% | Sold out |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Vise Technologies, Inc. | – | – | – | – | Not filed |