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, Q2 2025
Institutional positions in New Mountain Finance Corp as of Jun 30, 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
- 164
- −1 vs. Q1 2025
- Shares held
- 31.2M
- −1.75M (−5.3%) vs. Q1 2025
- Total value
- $328.4M
- −$34.6M (−9.5%) vs. Q1 2025
- New holders
- 27
- 53 more added
- Sold out
- 28
- 51 more reduced
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding New Mountain Finance Corp; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Cerity Partners LLC | 2,769,051 | $29.2M | 0.05% | −682,149−19.8% | Reduced |
| LSV Asset Management | 2,763,256 | $29.2M | 0.07% | −8550.0% | Reduced |
| Van Eck Associates Corp | 2,474,794 | $26.1M | 0.03% | +179,361+7.8% | Added |
| UBS Group AG | 1,254,591 | $13.2M | 0.00% | +374,507+42.6% | Added |
| JPMorgan Chase & Co | 1,232,203 | $13.0M | 0.00% | −8,406−0.7% | Reduced |
| Two Sigma Advisers, LP | 1,054,100 | $11.1M | 0.02% | −41,100−3.8% | Reduced |
| Invesco Ltd. | 1,029,661 | $10.9M | 0.00% | −61,815−5.7% | Reduced |
| Dimension Capital Management LLC | 950,072 | $10.0M | 1.57% | +138,123+17.0% | Added |
| National Philanthropic Trust | 852,921 | $9.00M | 0.12% | 00.0% | Unchanged |
| Morgan Stanley | 833,351 | $8.79M | 0.00% | −304,140−26.7% | Reduced |
| Two Sigma Investments, LP | 747,973 | $7.89M | 0.01% | −12,072−1.6% | Reduced |
| Transcend Wealth Collective, LLC | 714,104 | $7.53M | 0.58% | +290,320+68.5% | Added |
| Legal & General Group Plc | 708,066 | $7.48M | 0.00% | −9,542−1.3% | Reduced |
| Franklin Resources Inc | 643,433 | $6.79M | 0.00% | +98,603+18.1% | Added |
| BlackRock, Inc. | 604,788 | $6.38M | 0.00% | +184,649+43.9% | Added |
| Ares Management LLC | 596,371 | $6.29M | 0.32% | +30,185+5.3% | Added |
| Muzinich & Co., Inc. | 575,474 | $6.07M | 2.77% | +182,338+46.4% | Added |
| Palisade Capital Management LLC | 494,413 | $5.22M | 0.15% | −193,455−28.1% | Reduced |
| HighTower Advisors, LLC | 493,699 | $5.21M | 0.01% | −913,273−64.9% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 491,424 | $5.18M | 0.00% | +104,248+26.9% | Added |
| Hennion & Walsh Asset Management, Inc. | 410,143 | $4.33M | 0.17% | +96,713+30.9% | Added |
| Millennium Management LLC | 402,565 | $4.25M | 0.00% | −308,485−43.4% | Reduced |
| Advisor Group Holdings, Inc. | 394,174 | $4.16M | 0.01% | +28,650+7.8% | Added |
| Confluence Investment Management LLC | 369,161 | $3.89M | 0.06% | −69,521−15.8% | Reduced |
| Acadian Asset Management LLC | 345,926 | $3.65M | 0.01% | +251,596+266.7% | Added |
| Trexquant Investment LP | 303,295 | $3.20M | 0.04% | +11,661+4.0% | Added |
| Pathstone Holdings, LLC | 297,323 | $3.14M | 0.01% | +1,097+0.4% | Added |
| Ameriprise Financial Inc | 288,313 | $3.04M | 0.00% | +27,447+10.5% | Added |
| GraniteShares Advisors LLC | 248,003 | $2.62M | 1.61% | +15,499+6.7% | Added |
| Wells Fargo & Company | 236,813 | $2.50M | 0.00% | +7,536+3.3% | Added |
| Tranquility Partners, LLC | 232,087 | $2.45M | 0.87% | +111,615+92.6% | Added |
| Marshall Wace, LLP | 218,263 | $2.30M | 0.00% | +218,263 | New |
| Advisors Asset Management, Inc. | 215,999 | $2.28M | 0.04% | −32,328−13.0% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 209,500 | $2.21M | 0.00% | 00.0% | Unchanged |
| Naviter Wealth, LLC | 205,757 | $2.17M | 0.27% | +8,080+4.1% | Added |
| Rockingstone Advisors LLC | 201,652 | $2.13M | 1.12% | −72,750−26.5% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 200,607 | $2.12M | 0.02% | 00.0% | Unchanged |
| LPL Financial LLC | 191,338 | $2.02M | 0.00% | +7,304+4.0% | Added |
| Kovitz Investment Group Partners, LLC | 188,477 | $1.99M | 0.01% | +188,477 | New |
| Prevail Innovative Wealth Advisors, LLC | 182,461 | $1.92M | 0.43% | −9,820−5.1% | Reduced |
| Bank of America Corp | 157,788 | $1.66M | 0.00% | −334,413−67.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 155,504 | $1.64M | 0.00% | +12,393+8.7% | Added |
| Midwest Professional Planners, LTD. | 150,065 | $1.58M | 0.42% | +4,719+3.2% | Added |
| Mill Creek Capital Advisors, LLC | 149,000 | $1.57M | 0.03% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 143,499 | $1.51M | 0.02% | −117,073−44.9% | Reduced |
| Wealthedge Investment Advisors, LLC | 139,893 | $1.48M | 0.62% | −12,985−8.5% | Reduced |
| Neuberger Berman Group LLC | 117,518 | $1.24M | 0.00% | −1,640−1.4% | Reduced |
| Denali Advisors LLC | 115,826 | $1.22M | 0.13% | −3,140−2.6% | Reduced |
| Janney Montgomery Scott LLC | 114,904 | $1.21M | 0.00% | −6,543−5.4% | Reduced |
| Dorsey & Whitney Trust CO LLC | 112,410 | $1.19M | 0.06% | −23,052−17.0% | Reduced |
| State Street Corp | 103,263 | $1.09M | 0.00% | +74,399+257.8% | Added |
| Great West Life Assurance Co | 95,805 | $1.01M | 0.00% | +2,634+2.8% | Added |
| Macquarie Group Ltd | 95,300 | $1.00M | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 94,959 | $1.00M | 0.00% | +13,137+16.1% | Added |
| Commonwealth Equity Services, LLC | 93,571 | $987.0K | 0.00% | −5,682−5.7% | Reduced |
| Arlington Capital Management, Inc. | 89,799 | $947.4K | 0.82% | +89,799 | New |
| Virtus Investment Advisers, Inc. | 87,901 | $927.4K | 0.31% | −10,068−10.3% | Reduced |
| HRT Financial LP | 82,335 | $868.0K | 0.00% | +82,335 | New |
| Raymond James Financial Inc | 76,053 | $802.4K | 0.00% | −3,043−3.8% | Reduced |
| Epoch Investment Partners, Inc. | 73,315 | $773.5K | 0.00% | 00.0% | Unchanged |
| Chilton Investment Co LLC | 70,520 | $744.0K | 0.02% | 00.0% | Unchanged |
| Everstar Asset Management, LLC | 65,578 | $691.8K | 0.42% | +5,824+9.7% | Added |
| Northern Trust Corp | 63,596 | $670.9K | 0.00% | +38,218+150.6% | Added |
| Mutual Advisors, LLC | 59,953 | $634.9K | 0.02% | +27,894+87.0% | Added |
| Valeo Financial Advisors, LLC | 59,850 | $631.4K | 0.02% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 53,270 | $562.0K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 52,644 | $555.4K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 51,713 | $545.6K | 0.00% | −66,311−56.2% | Reduced |
| Kestra Advisory Services, LLC | 48,609 | $512.8K | 0.00% | −14,547−23.0% | Reduced |
| Farther Finance Advisors, LLC | 48,144 | $507.9K | 0.01% | +1,359+2.9% | Added |
| Qube Research & Technologies Ltd | 48,060 | $507.0K | 0.00% | −48,918−50.4% | Reduced |
| WFA Asset Management Corp | 39,882 | $488.2K | 0.28% | −622−1.5% | Reduced |
| Envestnet Asset Management Inc | 45,545 | $480.5K | 0.00% | −14,792−24.5% | Reduced |
| Stifel Financial Corp | 43,608 | $460.1K | 0.00% | −2,811−6.1% | Reduced |
| Natixis | 42,216 | $448.8K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 40,645 | $434.9K | 0.00% | +408+1.0% | Added |
| Caxton Associates LLP | 40,695 | $429.3K | 0.01% | +40,695 | New |
| Key Client Fiduciary Advisors, LLC | 39,940 | $421.4K | 0.17% | −6,906−14.7% | Reduced |
| Spire Wealth Management | 39,200 | $413.6K | 0.01% | +1,500+4.0% | Added |
| Bank of Montreal | 38,753 | $408.8K | 0.00% | −8,602−18.2% | Reduced |
| CWM Advisors, LLC | 36,844 | $388.7K | 0.04% | +5,548+17.7% | Added |
| Cubist Systematic Strategies, LLC | 36,643 | $386.6K | 0.00% | +36,643 | New |
| PharVision Advisers, LLC | 35,877 | $378.5K | 0.54% | +10,435+41.0% | Added |
| Cetera Investment Advisers | 35,164 | $371.0K | 0.00% | +11,018+45.6% | Added |
| Reuter James Wealth Management, LLC | 34,299 | $361.9K | 0.06% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 33,661 | $355.1K | 0.00% | +37+0.1% | Added |
| Lido Advisors, LLC | 33,240 | $350.7K | 0.00% | +9,159+38.0% | Added |
| Tudor Investment Corp Et Al | 33,098 | $349.2K | 0.00% | +33,098 | New |
| International Assets Investment Management, LLC | 32,438 | $342.2K | 0.03% | +1,179+3.8% | Added |
| PFG Investments, LLC | 31,723 | $334.7K | 0.02% | −2,146−6.3% | Reduced |
| Sanctuary Advisors, LLC | 30,481 | $321.6K | 0.00% | −211−0.7% | Reduced |
| SEI Investments Co | 30,317 | $319.9K | 0.00% | +3,430+12.8% | Added |
| Fayez Sarofim & Co | 30,272 | $319.4K | 0.00% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 30,180 | $318.4K | 0.00% | −3,710−10.9% | Reduced |
| Verition Fund Management LLC | 29,132 | $307.3K | 0.00% | +16,925+138.6% | Added |
| NewEdge Wealth, LLC | 30,000 | $306.0K | 0.00% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 28,425 | $299.9K | 0.00% | +4,624+19.4% | Added |
| Moloney Securities Asset Management, LLC | 28,047 | $295.9K | 0.04% | −2,448−8.0% | Reduced |
| Bard Associates Inc | 27,473 | $289.8K | 0.09% | 00.0% | Unchanged |
| Generali Investments CEE, investicni spolecnost, a.s. | 26,672 | $281.4K | 0.02% | 00.0% | Unchanged |