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, Q3 2025
Institutional positions in New Mountain Finance Corp as of Sep 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
- 158
- −4 vs. Q2 2025
- Shares held
- 29.5M
- −1.69M (−5.4%) vs. Q2 2025
- Total value
- $284.1M
- −$44.2M (−13.5%) vs. Q2 2025
- New holders
- 21
- 48 more added
- Sold out
- 25
- 48 more reduced
2 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding New Mountain Finance Corp; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| LSV Asset Management | 2,633,656 | $25.4M | 0.06% | −129,600−4.7% | Reduced |
| Van Eck Associates Corp | 2,589,798 | $25.0M | 0.02% | +115,004+4.6% | Added |
| Cerity Partners LLC | 2,072,024 | $20.0M | 0.03% | −697,027−25.2% | Reduced |
| JPMorgan Chase & Co | 1,595,646 | $15.4M | 0.00% | +363,443+29.5% | Added |
| Invesco Ltd. | 1,219,813 | $11.8M | 0.00% | +190,152+18.5% | Added |
| UBS Group AG | 1,155,237 | $11.1M | 0.00% | −99,354−7.9% | Reduced |
| Dimension Capital Management LLC | 1,132,487 | $10.9M | 1.59% | +182,415+19.2% | Added |
| National Philanthropic Trust | 852,921 | $8.22M | 0.09% | 00.0% | Unchanged |
| Morgan Stanley | 827,133 | $7.97M | 0.00% | −6,218−0.7% | Reduced |
| Transcend Wealth Collective, LLC | 715,793 | $6.90M | 0.49% | +1,689+0.2% | Added |
| BlackRock, Inc. | 694,893 | $6.70M | 0.00% | +90,105+14.9% | Added |
| Muzinich & Co., Inc. | 671,056 | $6.47M | 2.51% | +95,582+16.6% | Added |
| Legal & General Group Plc | 653,982 | $6.30M | 0.00% | −54,084−7.6% | Reduced |
| Bank of America Corp | 616,746 | $5.95M | 0.00% | +458,958+290.9% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 606,264 | $5.84M | 0.00% | +114,840+23.4% | Added |
| Two Sigma Advisers, LP | 604,600 | $5.83M | 0.01% | −449,500−42.6% | Reduced |
| Ares Management LLC | 596,371 | $5.75M | 0.26% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 520,926 | $5.02M | 0.01% | +27,227+5.5% | Added |
| Hennion & Walsh Asset Management, Inc. | 480,420 | $4.63M | 0.17% | +70,277+17.1% | Added |
| Palisade Capital Management LLC | 480,007 | $4.63M | 0.13% | −14,406−2.9% | Reduced |
| Franklin Resources Inc | 458,949 | $4.42M | 0.00% | −184,484−28.7% | Reduced |
| Advisor Group Holdings, Inc. | 407,858 | $4.33M | 0.01% | +13,684+3.5% | Added |
| Two Sigma Investments, LP | 445,095 | $4.29M | 0.01% | −302,878−40.5% | Reduced |
| Wells Fargo & Company | 428,894 | $4.13M | 0.00% | +192,081+81.1% | Added |
| Confluence Investment Management LLC | 318,226 | $3.07M | 0.04% | −50,935−13.8% | Reduced |
| Tranquility Partners, LLC | 316,671 | $3.05M | 1.03% | +84,584+36.4% | Added |
| Pathstone Holdings, LLC | 310,543 | $2.99M | 0.01% | +13,220+4.4% | Added |
| Ameriprise Financial Inc | 286,520 | $2.76M | 0.00% | −1,793−0.6% | Reduced |
| GraniteShares Advisors LLC | 271,956 | $2.62M | 1.52% | +23,953+9.7% | Added |
| LPL Financial LLC | 266,370 | $2.57M | 0.00% | +75,032+39.2% | Added |
| Kovitz Investment Group Partners, LLC | 238,543 | $2.30M | 0.01% | +50,066+26.6% | Added |
| Advisors Asset Management, Inc. | 231,621 | $2.23M | 0.04% | +15,622+7.2% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 209,500 | $2.02M | 0.00% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 206,629 | $1.99M | 0.02% | +6,022+3.0% | Added |
| Naviter Wealth, LLC | 203,085 | $1.96M | 0.23% | −2,672−1.3% | Reduced |
| Rockingstone Advisors LLC | 186,932 | $1.80M | 0.89% | −14,720−7.3% | Reduced |
| Mill Creek Capital Advisors, LLC | 149,000 | $1.44M | 0.03% | 00.0% | Unchanged |
| Arlington Capital Management, Inc. | 127,521 | $1.23M | 0.78% | +37,722+42.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 125,750 | $1.21M | 0.00% | −29,754−19.1% | Reduced |
| Neuberger Berman Group LLC | 114,540 | $1.10M | 0.00% | −2,978−2.5% | Reduced |
| Great West Life Assurance Co | 114,062 | $1.10M | 0.00% | +18,257+19.1% | Added |
| Dorsey & Whitney Trust CO LLC | 112,410 | $1.08M | 0.06% | 00.0% | Unchanged |
| State Street Corp | 106,194 | $1.02M | 0.00% | +2,931+2.8% | Added |
| Janney Montgomery Scott LLC | 104,130 | $1.00M | 0.00% | −10,774−9.4% | Reduced |
| Virtus Investment Advisers, Inc. | 97,912 | $943.9K | 0.27% | +10,011+11.4% | Added |
| Denali Advisors LLC | 97,434 | $939.3K | 0.11% | −18,392−15.9% | Reduced |
| Wealthedge Investment Advisors, LLC | 96,218 | $927.5K | 0.35% | −43,675−31.2% | Reduced |
| Royal Bank of Canada | 95,688 | $922.0K | 0.00% | +729+0.8% | Added |
| Macquarie Group Ltd | 95,300 | $919.0K | 0.00% | 00.0% | Unchanged |
| Trexquant Investment LP | 87,700 | $845.4K | 0.01% | −215,595−71.1% | Reduced |
| Commonwealth Equity Services, LLC | 83,606 | $806.0K | 0.00% | −9,965−10.6% | Reduced |
| Everstar Asset Management, LLC | 82,310 | $793.5K | 0.45% | +16,732+25.5% | Added |
| Epoch Investment Partners, Inc. | 73,315 | $706.8K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 71,170 | $685.0K | 0.00% | −274,756−79.4% | Reduced |
| Valeo Financial Advisors, LLC | 59,850 | $577.0K | 0.01% | 00.0% | Unchanged |
| Northern Trust Corp | 58,423 | $563.2K | 0.00% | −5,173−8.1% | Reduced |
| Mutual Advisors, LLC | 57,315 | $543.4K | 0.01% | −2,638−4.4% | Reduced |
| Geode Capital Management, LLC | 53,270 | $513.5K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 52,644 | $507.5K | 0.00% | 00.0% | Unchanged |
| WFA Asset Management Corp | 40,706 | $487.7K | 0.27% | +824+2.1% | Added |
| Quadrature Capital Ltd | 48,488 | $467.4K | 0.01% | +48,488 | New |
| CWM Advisors, LLC | 46,906 | $452.2K | 0.04% | +10,062+27.3% | Added |
| Brevan Howard Capital Management LP | 45,295 | $436.6K | 0.01% | +45,295 | New |
| Farther Finance Advisors, LLC | 43,580 | $420.1K | 0.01% | −4,564−9.5% | Reduced |
| Natixis | 42,216 | $411.4K | 0.00% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 42,461 | $409.3K | 0.03% | +26,463+165.4% | Added |
| Cetera Investment Advisers | 42,354 | $408.3K | 0.00% | +7,190+20.4% | Added |
| Envestnet Asset Management Inc | 41,492 | $400.0K | 0.00% | −4,053−8.9% | Reduced |
| Captrust Financial Advisors | 40,822 | $393.5K | 0.00% | −10,891−21.1% | Reduced |
| Caxton Associates LLP | 40,695 | $392.3K | 0.01% | 00.0% | Unchanged |
| Key Client Fiduciary Advisors, LLC | 40,611 | $391.5K | 0.13% | +671+1.7% | Added |
| Spire Wealth Management | 39,200 | $377.9K | 0.01% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 37,451 | $361.0K | 0.00% | +21,944+141.5% | Added |
| Chilton Investment Co LLC | 37,020 | $356.9K | 0.01% | −33,500−47.5% | Reduced |
| Stifel Financial Corp | 36,037 | $347.4K | 0.00% | −7,571−17.4% | Reduced |
| Kestra Advisory Services, LLC | 35,892 | $346.0K | 0.00% | −12,717−26.2% | Reduced |
| International Assets Investment Management, LLC | 32,438 | $343.2K | 0.03% | 00.0% | Unchanged |
| Reuter James Wealth Management, LLC | 34,299 | $330.6K | 0.05% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 33,691 | $324.8K | 0.00% | +30+0.1% | Added |
| Wiley Bros.-Aintree Capital, LLC | 32,798 | $316.2K | 0.00% | +32,798 | New |
| Marshall Wace, LLP | 32,273 | $311.1K | 0.00% | −185,990−85.2% | Reduced |
| Mackenzie Financial Corp | 31,306 | $301.8K | 0.00% | +1,126+3.7% | Added |
| Sanctuary Advisors, LLC | 30,503 | $294.0K | 0.00% | +22+0.1% | Added |
| Fayez Sarofim & Co | 30,272 | $291.8K | 0.00% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 30,000 | $290.4K | 0.00% | 00.0% | Unchanged |
| PFG Investments, LLC | 29,571 | $285.1K | 0.01% | −2,152−6.8% | Reduced |
| Raymond James Financial Inc | 28,713 | $276.8K | 0.00% | −47,340−62.2% | Reduced |
| LexAurum Advisors, LLC | 28,500 | $274.7K | 0.04% | +28,500 | New |
| Moloney Securities Asset Management, LLC | 28,321 | $273.0K | 0.03% | +274+1.0% | Added |
| Next Capital Management LLC | 26,150 | $252.1K | 0.08% | 00.0% | Unchanged |
| Generali Investments CEE, investicni spolecnost, a.s. | 25,251 | $243.4K | 0.02% | −1,421−5.3% | Reduced |
| Zuckerman Investment Group, LLC | 25,000 | $241.0K | 0.02% | +10,000+66.7% | Added |
| SEI Investments Co | 24,003 | $231.4K | 0.00% | −6,314−20.8% | Reduced |
| Empower Advisory Group, LLC | 22,206 | $214.1K | 0.00% | 00.0% | Unchanged |
| Bard Associates Inc | 21,996 | $212.0K | 0.06% | −5,477−19.9% | Reduced |
| Lido Advisors, LLC | 21,841 | $210.5K | 0.00% | −11,399−34.3% | Reduced |
| ProShare Advisors LLC | 19,629 | $189.2K | 0.00% | +839+4.5% | Added |
| Wealth Enhancement Advisory Services, LLC | 20,061 | $187.2K | 0.00% | −20,584−50.6% | Reduced |
| Bank of Montreal | 19,267 | $185.7K | 0.00% | −19,486−50.3% | Reduced |
| Rothschild Investment LLC | 19,000 | $183.2K | 0.01% | 00.0% | Unchanged |