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 |
|---|---|---|---|---|---|
| Danske Bank A/S | 1 | $11 | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 3 | $32 | 0.00% | +3 | New |
| Citigroup Inc | 17 | $179 | 0.00% | −10,933−99.8% | Reduced |
| Allworth Financial LP | 46 | $486 | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 84 | $886 | 0.00% | +84 | New |
| Whipplewood Advisors, LLC | 118 | $1.25K | 0.00% | +53+81.5% | Added |
| IFP Advisors, Inc | 297 | $3.13K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 300 | $3.17K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 308 | $3.25K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 329 | $3.47K | 0.00% | 00.0% | Unchanged |
| Chelsea Counsel Co | 340 | $3.59K | 0.00% | 00.0% | Unchanged |
| Bank & Trust Co | 422 | $4.45K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 485 | $5.12K | 0.00% | +485 | New |
| Sound Income Strategies, LLC | 800 | $8.44K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,000 | $10.6K | 0.00% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 1,306 | $13.8K | 0.00% | −44,194−97.1% | Reduced |
| WealthCollab, LLC | 1,761 | $18.6K | 0.01% | +1,761 | New |
| GWM Advisors LLC | 2,045 | $21.6K | 0.00% | −22−1.1% | Reduced |
| Geneos Wealth Management Inc. | 2,854 | $30.1K | 0.00% | +750+35.6% | Added |
| MTM Investment Management, LLC | 3,600 | $38.0K | 0.01% | +3,600 | New |
| Huntington National Bank | 4,534 | $47.8K | 0.00% | +3,433+311.8% | Added |
| MAI Capital Management | 5,336 | $56.3K | 0.00% | −1,959−26.9% | Reduced |
| Comerica Bank | 6,160 | $65.0K | 0.00% | +500+8.8% | Added |
| Harbour Investments, Inc. | 6,348 | $67.0K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 7,235 | $76.3K | 0.00% | −12,590−63.5% | Reduced |
| Atlantic Trust, LLC | 8,943 | $94.3K | 0.02% | +249+2.9% | Added |
| Brown Advisory Inc | 10,000 | $105.5K | 0.00% | 00.0% | Unchanged |
| Verity & Verity, LLC | 10,000 | $105.5K | 0.01% | 00.0% | Unchanged |
| Glenview Trust Co | 10,100 | $106.6K | 0.00% | +10,100 | New |
| Arete Wealth Advisors, LLC | 10,096 | $107.0K | 0.01% | +10,096 | New |
| Graypoint LLC | 10,271 | $108.4K | 0.01% | +10,271 | New |
| Mercer Global Advisors Inc | 10,698 | $112.9K | 0.00% | −22,524−67.8% | Reduced |
| AE Wealth Management LLC | 10,900 | $115.0K | 0.00% | +55+0.5% | Added |
| Larson Financial Group LLC | 10,967 | $115.7K | 0.00% | +7+0.1% | Added |
| Quarry LP | 11,846 | $125.0K | 0.03% | +3,751+46.3% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 11,918 | $125.7K | 0.02% | +11,918 | New |
| Advyzon Investment Management, LLC | 11,937 | $125.9K | 0.03% | +11,937 | New |
| Boothbay Fund Management, LLC | 13,623 | $143.7K | 0.00% | +13,623 | New |
| Creative Planning | 13,709 | $144.6K | 0.00% | +22+0.2% | Added |
| Condor Capital Management | 13,731 | $144.9K | 0.01% | +10.0% | Added |
| EMC Capital Management | 13,906 | $147.0K | 0.08% | −4,564−24.7% | Reduced |
| Bryn Mawr Trust Co | 14,000 | $147.7K | 0.00% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 14,000 | $147.7K | 0.00% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 14,772 | $155.8K | 0.00% | −42,324−74.1% | Reduced |
| Zuckerman Investment Group, LLC | 15,000 | $158.3K | 0.02% | +15,000 | New |
| D. E. Shaw & Co., Inc. | 15,507 | $163.6K | 0.00% | +2,280+17.2% | Added |
| Vise Technologies, Inc. | 15,771 | $166.4K | 0.01% | +15,771 | New |
| Truist Financial Corp | 15,791 | $166.6K | 0.00% | +15,791 | New |
| Campbell & CO Investment Adviser LLC | 15,998 | $168.8K | 0.01% | +15,998 | New |
| Whittier Trust Co | 16,222 | $171.1K | 0.00% | −31,873−66.3% | Reduced |
| XTX Topco Ltd | 16,302 | $172.0K | 0.01% | +16,302 | New |
| Wedbush Securities Inc | 17,525 | $185.0K | 0.01% | 00.0% | Unchanged |
| Sanders Morris Harris LLC | 18,375 | $193.9K | 0.05% | 00.0% | Unchanged |
| ProShare Advisors LLC | 18,790 | $198.2K | 0.00% | −1,051−5.3% | Reduced |
| Quantbot Technologies LP | 18,859 | $199.0K | 0.01% | +18,859 | New |
| Rothschild Investment LLC | 19,000 | $200.4K | 0.01% | −520−2.7% | Reduced |
| Essex Financial Services, Inc. | 19,108 | $201.6K | 0.01% | +4,499+30.8% | Added |
| Catalina Capital Group, LLC | 19,358 | $204.2K | 0.14% | +19,358 | New |
| Susquehanna International Group, LLP | 20,421 | $215.4K | 0.00% | −43,002−67.8% | Reduced |
| Jump Financial, LLC | 20,552 | $216.8K | 0.00% | +20,552 | New |
| MQS Management LLC | 21,633 | $228.2K | 0.13% | −24,672−53.3% | Reduced |
| Empower Advisory Group, LLC | 22,206 | $234.3K | 0.00% | −191−0.9% | Reduced |
| Next Capital Management LLC | 26,150 | $275.9K | 0.10% | +26,150 | New |
| Generali Investments CEE, investicni spolecnost, a.s. | 26,672 | $281.4K | 0.02% | 00.0% | Unchanged |
| Bard Associates Inc | 27,473 | $289.8K | 0.09% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 28,047 | $295.9K | 0.04% | −2,448−8.0% | Reduced |
| Goldman Sachs Group Inc | 28,425 | $299.9K | 0.00% | +4,624+19.4% | Added |
| NewEdge Wealth, LLC | 30,000 | $306.0K | 0.00% | 00.0% | Unchanged |
| Verition Fund Management LLC | 29,132 | $307.3K | 0.00% | +16,925+138.6% | Added |
| Mackenzie Financial Corp | 30,180 | $318.4K | 0.00% | −3,710−10.9% | Reduced |
| Fayez Sarofim & Co | 30,272 | $319.4K | 0.00% | 00.0% | Unchanged |
| SEI Investments Co | 30,317 | $319.9K | 0.00% | +3,430+12.8% | Added |
| Sanctuary Advisors, LLC | 30,481 | $321.6K | 0.00% | −211−0.7% | Reduced |
| PFG Investments, LLC | 31,723 | $334.7K | 0.02% | −2,146−6.3% | Reduced |
| International Assets Investment Management, LLC | 32,438 | $342.2K | 0.03% | +1,179+3.8% | Added |
| Tudor Investment Corp Et Al | 33,098 | $349.2K | 0.00% | +33,098 | New |
| Lido Advisors, LLC | 33,240 | $350.7K | 0.00% | +9,159+38.0% | Added |
| Oppenheimer & Co Inc | 33,661 | $355.1K | 0.00% | +37+0.1% | Added |
| Reuter James Wealth Management, LLC | 34,299 | $361.9K | 0.06% | 00.0% | Unchanged |
| Cetera Investment Advisers | 35,164 | $371.0K | 0.00% | +11,018+45.6% | Added |
| PharVision Advisers, LLC | 35,877 | $378.5K | 0.54% | +10,435+41.0% | Added |
| Cubist Systematic Strategies, LLC | 36,643 | $386.6K | 0.00% | +36,643 | New |
| CWM Advisors, LLC | 36,844 | $388.7K | 0.04% | +5,548+17.7% | Added |
| Bank of Montreal | 38,753 | $408.8K | 0.00% | −8,602−18.2% | Reduced |
| Spire Wealth Management | 39,200 | $413.6K | 0.01% | +1,500+4.0% | Added |
| Key Client Fiduciary Advisors, LLC | 39,940 | $421.4K | 0.17% | −6,906−14.7% | Reduced |
| Caxton Associates LLP | 40,695 | $429.3K | 0.01% | +40,695 | New |
| Wealth Enhancement Advisory Services, LLC | 40,645 | $434.9K | 0.00% | +408+1.0% | Added |
| Natixis | 42,216 | $448.8K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 43,608 | $460.1K | 0.00% | −2,811−6.1% | Reduced |
| Envestnet Asset Management Inc | 45,545 | $480.5K | 0.00% | −14,792−24.5% | Reduced |
| WFA Asset Management Corp | 39,882 | $488.2K | 0.28% | −622−1.5% | Reduced |
| Qube Research & Technologies Ltd | 48,060 | $507.0K | 0.00% | −48,918−50.4% | Reduced |
| Farther Finance Advisors, LLC | 48,144 | $507.9K | 0.01% | +1,359+2.9% | Added |
| Kestra Advisory Services, LLC | 48,609 | $512.8K | 0.00% | −14,547−23.0% | Reduced |
| Captrust Financial Advisors | 51,713 | $545.6K | 0.00% | −66,311−56.2% | Reduced |
| Russell Investments Group, Ltd. | 52,644 | $555.4K | 0.00% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 53,270 | $562.0K | 0.00% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 59,850 | $631.4K | 0.02% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 59,953 | $634.9K | 0.02% | +27,894+87.0% | Added |