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Livermore
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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.

Institutional holdersQ1 2025: 165 institutions
Q1 2021: 131 institutionsQ2 2021: 131 institutionsQ3 2021: 124 institutionsQ4 2021: 134 institutionsQ1 2022: 148 institutionsQ2 2022: 159 institutionsQ3 2022: 148 institutionsQ4 2022: 159 institutionsQ1 2023: 148 institutionsQ2 2023: 153 institutionsQ3 2023: 161 institutionsQ4 2023: 167 institutionsQ1 2024: 175 institutionsQ2 2024: 164 institutionsQ3 2024: 169 institutionsQ4 2024: 169 institutionsQ1 2025: 165 institutionsQ2 2025: 164 institutionsQ3 2025: 158 institutionsQ4 2025: 171 institutionsQ1 2026: 155 institutionsQ2 2026: 143 institutions
Value heldQ1 2025: $363.1M
Q1 2021: $391.7MQ2 2021: $409.1MQ3 2021: $403.0MQ4 2021: $406.9MQ1 2022: $422.6MQ2 2022: $378.3MQ3 2022: $361.2MQ4 2022: $406.0MQ1 2023: $389.2MQ2 2023: $406.3MQ3 2023: $423.2MQ4 2023: $438.3MQ1 2024: $445.4MQ2 2024: $440.3MQ3 2024: $424.0MQ4 2024: $391.6MQ1 2025: $363.1MQ2 2025: $328.4MQ3 2025: $284.1MQ4 2025: $310.2MQ1 2026: $215.8MQ2 2026: $200.9M
Institutions holding NMFC and their total value by quarter
QuarterHoldersValue
Q2 2026143$200.9M
Q1 2026155$215.8M
Q4 2025171$310.2M
Q3 2025158$284.1M
Q2 2025164$328.4M
Q1 2025165$363.1M
Q4 2024169$391.6M
Q3 2024169$424.0M
Q2 2024164$440.3M
Q1 2024175$445.4M
Q4 2023167$438.3M
Q3 2023161$423.2M
Q2 2023153$406.3M
Q1 2023148$389.2M
Q4 2022159$406.0M
Q3 2022148$361.2M
Q2 2022159$378.3M
Q1 2022148$422.6M
Q4 2021134$406.9M
Q3 2021124$403.0M
Q2 2021131$409.1M
Q1 2021131$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.

Institutions holding NMFC in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Mutual Advisors, LLC32,059$324.8K0.01%−370−1.1%Reduced
State Street Corp28,864$318.4K0.00%+28,864New
Bard Associates Inc27,473$303.0K0.11%00.0%Unchanged
Union Bancaire Privee, UBP SA27,419$302.4K0.01%00.0%Unchanged
SEI Investments Co26,887$296.6K0.00%−68,462−71.8%Reduced
Generali Investments CEE, investicni spolecnost, a.s.26,672$294.2K0.03%+26,672New
ExodusPoint Capital Management, LP26,100$288.0K0.00%−191−0.7%Reduced
PharVision Advisers, LLC25,442$280.6K0.39%+25,442New
Northern Trust Corp25,378$279.9K0.00%−35,850−58.6%Reduced
Cetera Investment Advisers24,146$266.3K0.00%+11,754+94.9%Added
Lido Advisors, LLC24,081$265.6K0.00%−21,476−47.1%Reduced
Squarepoint Ops LLC23,991$264.6K0.00%−16,301−40.5%Reduced
Atria Wealth Solutions, Inc.23,968$264.4K0.00%−2,986−11.1%Reduced
Goldman Sachs Group Inc23,801$262.5K0.00%−41,280−63.4%Reduced
Empower Advisory Group, LLC22,397$247.0K0.00%+191+0.9%Added
Shore Point Advisors, LLC20,445$225.5K0.12%−1,450−6.6%Reduced
ProShare Advisors LLC19,841$218.8K0.00%+1,680+9.3%Added
Rothschild Investment LLC19,520$215.3K0.01%00.0%Unchanged
Aquatic Capital Management LLC18,666$205.9K0.01%−39,196−67.7%Reduced
EMC Capital Management18,470$204.0K0.12%00.0%Unchanged
Sanders Morris Harris LLC18,375$202.7K0.03%00.0%Unchanged
Wedbush Securities Inc17,525$193.0K0.01%−725−4.0%Reduced
Virtu Financial LLC16,655$184.0K0.01%−1,107−6.2%Reduced
CIBC Private Wealth Group, LLC19,825$180.6K0.00%00.0%Unchanged
Brevan Howard Capital Management LP15,062$166.1K0.00%+15,062New
Essex Financial Services, Inc.14,609$161.1K0.01%−4,408−23.2%Reduced
Bryn Mawr Trust Co14,000$154.4K0.00%00.0%Unchanged
Williams Jones Wealth Management, LLC.14,000$154.4K0.00%00.0%Unchanged
Condor Capital Management13,730$151.4K0.01%−3,034−18.1%Reduced
Creative Planning13,687$151.0K0.00%+21+0.2%Added
Jane Street Group, LLC13,515$149.1K0.00%−90,770−87.0%Reduced
D. E. Shaw & Co., Inc.13,227$145.9K0.00%−111,762−89.4%Reduced
Navis Wealth Advisors, LLC13,000$143.4K0.14%00.0%Unchanged
Verition Fund Management LLC12,207$134.6K0.00%−14,693−54.6%Reduced
Entropy Technologies, LP11,800$130.2K0.01%+11,800New
Larson Financial Group LLC10,960$120.9K0.01%+7+0.1%Added
Citigroup Inc10,950$120.8K0.00%+5,679+107.7%Added
AE Wealth Management LLC10,845$119.6K0.00%−366−3.3%Reduced
Barclays PLC10,700$118.0K0.00%+5,800+118.4%Added
Brown Advisory Inc10,000$110.3K0.00%00.0%Unchanged
Verity & Verity, LLC10,000$110.3K0.01%00.0%Unchanged
Atlantic Trust, LLC8,694$95.9K0.02%+245+2.9%Added
Quarry LP8,095$89.3K0.02%+6,338+360.7%Added
MAI Capital Management7,295$80.5K0.00%+2,261+44.9%Added
Harbour Investments, Inc.6,348$70.0K0.00%00.0%Unchanged
Comerica Bank5,660$62.4K0.00%−3,597−38.9%Reduced
Nomura Asset Management Co Ltd2,161$23.8K0.00%00.0%Unchanged
Geneos Wealth Management Inc.2,104$23.2K0.00%+551+35.5%Added
GWM Advisors LLC2,067$22.8K0.00%00.0%Unchanged
TD Waterhouse Canada Inc.1,500$16.6K0.00%+1,500New
Huntington National Bank1,101$12.1K0.00%00.0%Unchanged
First Horizon Advisors, Inc.1,000$11.0K0.00%00.0%Unchanged
Sound Income Strategies, LLC800$8.82K0.00%00.0%Unchanged
Bank & Trust Co422$4.66K0.00%00.0%Unchanged
Hexagon Capital Partners LLC408$4.50K0.00%−217−34.7%Reduced
Chelsea Counsel Co340$3.75K0.00%00.0%Unchanged
Thurston, Springer, Miller, Herd & Titak, Inc.329$3.63K0.00%−171−34.2%Reduced
EverSource Wealth Advisors, LLC308$3.40K0.00%−617−66.7%Reduced
Parallel Advisors, LLC300$3.31K0.00%00.0%Unchanged
IFP Advisors, Inc297$3.28K0.00%00.0%Unchanged
Northwestern Mutual Wealth Management Co293$3.23K0.00%+293New
Whipplewood Advisors, LLC65$1.30K0.00%−53−44.9%Reduced
Simplex Trading, LLC127$1.00K0.00%−115−47.5%Reduced
Allworth Financial LP46$4660.00%00.0%Unchanged
Danske Bank A/S1$110.00%+1New
Proequities, Inc.0$00.00%−1,400−100.0%Sold out
Virtus ETF Advisers LLC0$00.00%−81,601−100.0%Sold out
Stableford Capital II LLC0$00.00%−78,518−100.0%Sold out
HRT Financial LP0$00.00%−56,383−100.0%Sold out
CAPROCK Group, Inc.0$00.00%−31,736−100.0%Sold out
TrueMark Investments, LLC0$00.00%−28,446−100.0%Sold out
Dynamic Technology Lab Private Ltd0$00.00%−27,081−100.0%Sold out
Boston Private Wealth LLC0$00.00%−24,735−100.0%Sold out
Colony Group, LLC0$00.00%−20,999−100.0%Sold out
CI Private Wealth, LLC0$00.00%−18,723−100.0%Sold out
Centiva Capital, LP0$00.00%−15,183−100.0%Sold out
XTX Topco Ltd0$00.00%−13,164−100.0%Sold out
New World Advisors LLC0$00.00%−13,047−100.0%Sold out
BNP Paribas Arbitrage, SA0$00.00%−7,488−100.0%Sold out
Nelson, Van Denburg & Campbell Wealth Management Group, LLC0$00.00%−5,181−100.0%Sold out
Lindbrook Capital, LLC0$00.00%−969−100.0%Sold out
Synergy Investment Management, LLC0$00.00%−241−100.0%Sold out
National Bank of Canada0$00.00%−130−100.0%Sold out
Tower Research Capital LLC (TRC)0$00.00%−42−100.0%Sold out
Caitong International Asset Management Co., Ltd0$00.00%−7−100.0%Sold out
FMR LLC0$00.00%−2−100.0%Sold out
Elequin Capital LP0$00.00%−2−100.0%Sold out
Vise Technologies, Inc.––––Not filed