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Livermore
ZHEN

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.

Institutional holdersQ2 2025: 164 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 heldQ2 2025: $328.4M
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, Q2 2025

Shares, value and share of portfolio for each institution holding New Mountain Finance Corp; share changes are against Q1 2025.

Institutions holding NMFC in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Next Capital Management LLC26,150$275.9K0.10%+26,150New
Empower Advisory Group, LLC22,206$234.3K0.00%−191−0.9%Reduced
MQS Management LLC21,633$228.2K0.13%−24,672−53.3%Reduced
Jump Financial, LLC20,552$216.8K0.00%+20,552New
Susquehanna International Group, LLP20,421$215.4K0.00%−43,002−67.8%Reduced
Catalina Capital Group, LLC19,358$204.2K0.14%+19,358New
Essex Financial Services, Inc.19,108$201.6K0.01%+4,499+30.8%Added
Rothschild Investment LLC19,000$200.4K0.01%−520−2.7%Reduced
Quantbot Technologies LP18,859$199.0K0.01%+18,859New
ProShare Advisors LLC18,790$198.2K0.00%−1,051−5.3%Reduced
Sanders Morris Harris LLC18,375$193.9K0.05%00.0%Unchanged
Wedbush Securities Inc17,525$185.0K0.01%00.0%Unchanged
XTX Topco Ltd16,302$172.0K0.01%+16,302New
Whittier Trust Co16,222$171.1K0.00%−31,873−66.3%Reduced
Campbell & CO Investment Adviser LLC15,998$168.8K0.01%+15,998New
Truist Financial Corp15,791$166.6K0.00%+15,791New
Vise Technologies, Inc.15,771$166.4K0.01%+15,771New
D. E. Shaw & Co., Inc.15,507$163.6K0.00%+2,280+17.2%Added
Zuckerman Investment Group, LLC15,000$158.3K0.02%+15,000New
Y-Intercept (Hong Kong) Ltd14,772$155.8K0.00%−42,324−74.1%Reduced
Bryn Mawr Trust Co14,000$147.7K0.00%00.0%Unchanged
Williams Jones Wealth Management, LLC.14,000$147.7K0.00%00.0%Unchanged
EMC Capital Management13,906$147.0K0.08%−4,564−24.7%Reduced
Condor Capital Management13,731$144.9K0.01%+10.0%Added
Creative Planning13,709$144.6K0.00%+22+0.2%Added
Boothbay Fund Management, LLC13,623$143.7K0.00%+13,623New
Advyzon Investment Management, LLC11,937$125.9K0.03%+11,937New
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors11,918$125.7K0.02%+11,918New
Quarry LP11,846$125.0K0.03%+3,751+46.3%Added
Larson Financial Group LLC10,967$115.7K0.00%+7+0.1%Added
AE Wealth Management LLC10,900$115.0K0.00%+55+0.5%Added
Mercer Global Advisors Inc10,698$112.9K0.00%−22,524−67.8%Reduced
Graypoint LLC10,271$108.4K0.01%+10,271New
Arete Wealth Advisors, LLC10,096$107.0K0.01%+10,096New
Glenview Trust Co10,100$106.6K0.00%+10,100New
Brown Advisory Inc10,000$105.5K0.00%00.0%Unchanged
Verity & Verity, LLC10,000$105.5K0.01%00.0%Unchanged
Atlantic Trust, LLC8,943$94.3K0.02%+249+2.9%Added
CIBC Private Wealth Group, LLC7,235$76.3K0.00%−12,590−63.5%Reduced
Harbour Investments, Inc.6,348$67.0K0.00%00.0%Unchanged
Comerica Bank6,160$65.0K0.00%+500+8.8%Added
MAI Capital Management5,336$56.3K0.00%−1,959−26.9%Reduced
Huntington National Bank4,534$47.8K0.00%+3,433+311.8%Added
MTM Investment Management, LLC3,600$38.0K0.01%+3,600New
Geneos Wealth Management Inc.2,854$30.1K0.00%+750+35.6%Added
GWM Advisors LLC2,045$21.6K0.00%−22−1.1%Reduced
WealthCollab, LLC1,761$18.6K0.01%+1,761New
UBS Asset Management Americas Inc1,306$13.8K0.00%−44,194−97.1%Reduced
First Horizon Advisors, Inc.1,000$10.6K0.00%00.0%Unchanged
Sound Income Strategies, LLC800$8.44K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.485$5.12K0.00%+485New
Bank & Trust Co422$4.45K0.00%00.0%Unchanged
Chelsea Counsel Co340$3.59K0.00%00.0%Unchanged
Thurston, Springer, Miller, Herd & Titak, Inc.329$3.47K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC308$3.25K0.00%00.0%Unchanged
Parallel Advisors, LLC300$3.17K0.00%00.0%Unchanged
IFP Advisors, Inc297$3.13K0.00%00.0%Unchanged
Whipplewood Advisors, LLC118$1.25K0.00%+53+81.5%Added
Tower Research Capital LLC (TRC)84$8860.00%+84New
Allworth Financial LP46$4860.00%00.0%Unchanged
Citigroup Inc17$1790.00%−10,933−99.8%Reduced
Elequin Capital LP3$320.00%+3New
Danske Bank A/S1$110.00%00.0%Unchanged
Union Bancaire Privee, UBP SA28,812––+1,393+5.1%Added
Allspring Global Investments Holdings, LLC0$00.00%−407,199−100.0%Sold out
First National Trust Co0$00.00%−169,359−100.0%Sold out
Alberta Investment Management Corp0$00.00%−121,800−100.0%Sold out
Clearstead Advisors, LLC0$00.00%−98,674−100.0%Sold out
Bramshill Investments, LLC0$00.00%−77,125−100.0%Sold out
Citadel Advisors LLC0$00.00%−74,126−100.0%Sold out
Connor, Clark & Lunn Investment Management Ltd.0$00.00%−69,953−100.0%Sold out
Balyasny Asset Management LLC0$00.00%−63,208−100.0%Sold out
Privium Fund Management (UK) Ltd0$00.00%−45,500−100.0%Sold out
Schonfeld Strategic Advisors LLC0$00.00%−43,558−100.0%Sold out
Fox Run Management, L.L.C.0$00.00%−40,117−100.0%Sold out
Lansforsakringar Fondforvaltning AB (publ)0$00.00%−32,764−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−26,100−100.0%Sold out
Squarepoint Ops LLC0$00.00%−23,991−100.0%Sold out
Atria Wealth Solutions, Inc.0$00.00%−23,968−100.0%Sold out
Shore Point Advisors, LLC0$00.00%−20,445−100.0%Sold out
Aquatic Capital Management LLC0$00.00%−18,666−100.0%Sold out
Virtu Financial LLC0$00.00%−16,655−100.0%Sold out
Brevan Howard Capital Management LP0$00.00%−15,062−100.0%Sold out
Jane Street Group, LLC0$00.00%−13,515−100.0%Sold out
Navis Wealth Advisors, LLC0$00.00%−13,000−100.0%Sold out
Entropy Technologies, LP0$00.00%−11,800−100.0%Sold out
Barclays PLC0$00.00%−10,700−100.0%Sold out
Nomura Asset Management Co Ltd0$00.00%−2,161−100.0%Sold out
TD Waterhouse Canada Inc.0$00.00%−1,500−100.0%Sold out
Hexagon Capital Partners LLC0$00.00%−408−100.0%Sold out
Northwestern Mutual Wealth Management Co0$00.00%−293−100.0%Sold out
Simplex Trading, LLC0$00.00%−127−100.0%Sold out