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 |
|---|---|---|---|---|---|
| Northern Trust Corp | 63,596 | $670.9K | 0.00% | +38,218+150.6% | Added |
| Everstar Asset Management, LLC | 65,578 | $691.8K | 0.42% | +5,824+9.7% | Added |
| Chilton Investment Co LLC | 70,520 | $744.0K | 0.02% | 00.0% | Unchanged |
| Epoch Investment Partners, Inc. | 73,315 | $773.5K | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Inc | 76,053 | $802.4K | 0.00% | −3,043−3.8% | Reduced |
| HRT Financial LP | 82,335 | $868.0K | 0.00% | +82,335 | New |
| Virtus Investment Advisers, Inc. | 87,901 | $927.4K | 0.31% | −10,068−10.3% | Reduced |
| Arlington Capital Management, Inc. | 89,799 | $947.4K | 0.82% | +89,799 | New |
| Commonwealth Equity Services, LLC | 93,571 | $987.0K | 0.00% | −5,682−5.7% | Reduced |
| Royal Bank of Canada | 94,959 | $1.00M | 0.00% | +13,137+16.1% | Added |
| Macquarie Group Ltd | 95,300 | $1.00M | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 95,805 | $1.01M | 0.00% | +2,634+2.8% | Added |
| State Street Corp | 103,263 | $1.09M | 0.00% | +74,399+257.8% | Added |
| Dorsey & Whitney Trust CO LLC | 112,410 | $1.19M | 0.06% | −23,052−17.0% | Reduced |
| Janney Montgomery Scott LLC | 114,904 | $1.21M | 0.00% | −6,543−5.4% | Reduced |
| Denali Advisors LLC | 115,826 | $1.22M | 0.13% | −3,140−2.6% | Reduced |
| Neuberger Berman Group LLC | 117,518 | $1.24M | 0.00% | −1,640−1.4% | Reduced |
| Wealthedge Investment Advisors, LLC | 139,893 | $1.48M | 0.62% | −12,985−8.5% | Reduced |
| Merit Financial Group, LLC | 143,499 | $1.51M | 0.02% | −117,073−44.9% | Reduced |
| Mill Creek Capital Advisors, LLC | 149,000 | $1.57M | 0.03% | 00.0% | Unchanged |
| Midwest Professional Planners, LTD. | 150,065 | $1.58M | 0.42% | +4,719+3.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 155,504 | $1.64M | 0.00% | +12,393+8.7% | Added |
| Bank of America Corp | 157,788 | $1.66M | 0.00% | −334,413−67.9% | Reduced |
| Prevail Innovative Wealth Advisors, LLC | 182,461 | $1.92M | 0.43% | −9,820−5.1% | Reduced |
| Kovitz Investment Group Partners, LLC | 188,477 | $1.99M | 0.01% | +188,477 | New |
| LPL Financial LLC | 191,338 | $2.02M | 0.00% | +7,304+4.0% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 200,607 | $2.12M | 0.02% | 00.0% | Unchanged |
| Rockingstone Advisors LLC | 201,652 | $2.13M | 1.12% | −72,750−26.5% | Reduced |
| Naviter Wealth, LLC | 205,757 | $2.17M | 0.27% | +8,080+4.1% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 209,500 | $2.21M | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 215,999 | $2.28M | 0.04% | −32,328−13.0% | Reduced |
| Marshall Wace, LLP | 218,263 | $2.30M | 0.00% | +218,263 | New |
| Tranquility Partners, LLC | 232,087 | $2.45M | 0.87% | +111,615+92.6% | Added |
| Wells Fargo & Company | 236,813 | $2.50M | 0.00% | +7,536+3.3% | Added |
| GraniteShares Advisors LLC | 248,003 | $2.62M | 1.61% | +15,499+6.7% | Added |
| Ameriprise Financial Inc | 288,313 | $3.04M | 0.00% | +27,447+10.5% | Added |
| Pathstone Holdings, LLC | 297,323 | $3.14M | 0.01% | +1,097+0.4% | Added |
| Trexquant Investment LP | 303,295 | $3.20M | 0.04% | +11,661+4.0% | Added |
| Acadian Asset Management LLC | 345,926 | $3.65M | 0.01% | +251,596+266.7% | Added |
| Confluence Investment Management LLC | 369,161 | $3.89M | 0.06% | −69,521−15.8% | Reduced |
| Advisor Group Holdings, Inc. | 394,174 | $4.16M | 0.01% | +28,650+7.8% | Added |
| Millennium Management LLC | 402,565 | $4.25M | 0.00% | −308,485−43.4% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 410,143 | $4.33M | 0.17% | +96,713+30.9% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 491,424 | $5.18M | 0.00% | +104,248+26.9% | Added |
| HighTower Advisors, LLC | 493,699 | $5.21M | 0.01% | −913,273−64.9% | Reduced |
| Palisade Capital Management LLC | 494,413 | $5.22M | 0.15% | −193,455−28.1% | Reduced |
| Muzinich & Co., Inc. | 575,474 | $6.07M | 2.77% | +182,338+46.4% | Added |
| Ares Management LLC | 596,371 | $6.29M | 0.32% | +30,185+5.3% | Added |
| BlackRock, Inc. | 604,788 | $6.38M | 0.00% | +184,649+43.9% | Added |
| Franklin Resources Inc | 643,433 | $6.79M | 0.00% | +98,603+18.1% | Added |
| Legal & General Group Plc | 708,066 | $7.48M | 0.00% | −9,542−1.3% | Reduced |
| Transcend Wealth Collective, LLC | 714,104 | $7.53M | 0.58% | +290,320+68.5% | Added |
| Two Sigma Investments, LP | 747,973 | $7.89M | 0.01% | −12,072−1.6% | Reduced |
| Morgan Stanley | 833,351 | $8.79M | 0.00% | −304,140−26.7% | Reduced |
| National Philanthropic Trust | 852,921 | $9.00M | 0.12% | 00.0% | Unchanged |
| Dimension Capital Management LLC | 950,072 | $10.0M | 1.57% | +138,123+17.0% | Added |
| Invesco Ltd. | 1,029,661 | $10.9M | 0.00% | −61,815−5.7% | Reduced |
| Two Sigma Advisers, LP | 1,054,100 | $11.1M | 0.02% | −41,100−3.8% | Reduced |
| JPMorgan Chase & Co | 1,232,203 | $13.0M | 0.00% | −8,406−0.7% | Reduced |
| UBS Group AG | 1,254,591 | $13.2M | 0.00% | +374,507+42.6% | Added |
| Van Eck Associates Corp | 2,474,794 | $26.1M | 0.03% | +179,361+7.8% | Added |
| LSV Asset Management | 2,763,256 | $29.2M | 0.07% | −8550.0% | Reduced |
| Cerity Partners LLC | 2,769,051 | $29.2M | 0.05% | −682,149−19.8% | Reduced |
| Union Bancaire Privee, UBP SA | 28,812 | – | – | +1,393+5.1% | Added |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −407,199−100.0% | Sold out |
| First National Trust Co | 0 | $0 | 0.00% | −169,359−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −121,800−100.0% | Sold out |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −98,674−100.0% | Sold out |
| Bramshill Investments, LLC | 0 | $0 | 0.00% | −77,125−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −74,126−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −69,953−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −63,208−100.0% | Sold out |
| Privium Fund Management (UK) Ltd | 0 | $0 | 0.00% | −45,500−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −43,558−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −40,117−100.0% | Sold out |
| Lansforsakringar Fondforvaltning AB (publ) | 0 | $0 | 0.00% | −32,764−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −26,100−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −23,991−100.0% | Sold out |
| Atria Wealth Solutions, Inc. | 0 | $0 | 0.00% | −23,968−100.0% | Sold out |
| Shore Point Advisors, LLC | 0 | $0 | 0.00% | −20,445−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −18,666−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −16,655−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −15,062−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −13,515−100.0% | Sold out |
| Navis Wealth Advisors, LLC | 0 | $0 | 0.00% | −13,000−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −11,800−100.0% | Sold out |
| Barclays PLC | 0 | $0 | 0.00% | −10,700−100.0% | Sold out |
| Nomura Asset Management Co Ltd | 0 | $0 | 0.00% | −2,161−100.0% | Sold out |
| TD Waterhouse Canada Inc. | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Hexagon Capital Partners LLC | 0 | $0 | 0.00% | −408−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −293−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −127−100.0% | Sold out |