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 |
|---|---|---|---|---|---|
| Danske Bank A/S | 1 | $10 | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 5 | $48 | 0.00% | −12−70.6% | Reduced |
| Barclays PLC | 10 | $96 | 0.00% | +10 | New |
| Allworth Financial LP | 90 | $866 | 0.00% | +44+95.7% | Added |
| Parallel Advisors, LLC | 300 | $2.89K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 308 | $2.97K | 0.00% | 00.0% | Unchanged |
| Chelsea Counsel Co | 340 | $3.28K | 0.00% | 00.0% | Unchanged |
| Bank & Trust Co | 422 | $4.07K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 485 | $4.67K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 961 | $8.65K | 0.00% | +161+20.1% | Added |
| Pin Oak Investment Advisors Inc | 969 | $9.34K | 0.01% | +969 | New |
| First Horizon Corp | 1,000 | $9.64K | 0.00% | +1,000 | New |
| Principal Securities, Inc. | 1,004 | $9.68K | 0.00% | +1,004 | New |
| Comerica Bank | 1,100 | $10.6K | 0.00% | −5,060−82.1% | Reduced |
| Geneos Wealth Management Inc. | 1,553 | $15.0K | 0.00% | −1,301−45.6% | Reduced |
| WealthCollab, LLC | 1,761 | $17.0K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 1,775 | $17.0K | 0.00% | +1,775 | New |
| Tower Research Capital LLC (TRC) | 1,983 | $19.1K | 0.00% | +1,899+2,260.7% | Added |
| GWM Advisors LLC | 2,045 | $19.7K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 3,600 | $34.7K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 4,145 | $40.0K | 0.01% | −4,798−53.7% | Reduced |
| Huntington National Bank | 4,534 | $43.7K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 4,809 | $46.4K | 0.00% | +4,809 | New |
| State of Alaska, Department of Revenue | 4,895 | $47.0K | 0.00% | +4,895 | New |
| US Bancorp | 5,000 | $48.2K | 0.00% | +5,000 | New |
| MAI Capital Management | 5,511 | $53.1K | 0.00% | +175+3.3% | Added |
| CIBC Private Wealth Group, LLC | 6,000 | $57.8K | 0.00% | −1,235−17.1% | Reduced |
| Harbour Investments, Inc. | 6,348 | $61.2K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 6,757 | $65.1K | 0.00% | +6,757 | New |
| Brown Advisory Inc | 10,000 | $96.4K | 0.00% | 00.0% | Unchanged |
| Verity & Verity, LLC | 10,000 | $96.4K | 0.01% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 10,076 | $97.1K | 0.00% | +10,076 | New |
| Glenview Trust Co | 10,100 | $97.4K | 0.00% | 00.0% | Unchanged |
| AE Wealth Management LLC | 10,901 | $105.1K | 0.00% | +10.0% | Added |
| Larson Financial Group LLC | 10,975 | $105.8K | 0.00% | +8+0.1% | Added |
| SG Americas Securities, LLC | 11,216 | $108.0K | 0.00% | +11,216 | New |
| Catalina Capital Group, LLC | 11,220 | $108.2K | 0.07% | −8,138−42.0% | Reduced |
| Jane Street Group, LLC | 11,365 | $109.6K | 0.00% | +11,365 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 12,038 | $116.0K | 0.01% | +120+1.0% | Added |
| Advyzon Investment Management, LLC | 12,834 | $123.7K | 0.02% | +897+7.5% | Added |
| Virtu Financial LLC | 13,129 | $127.0K | 0.01% | +13,129 | New |
| Condor Capital Management | 13,733 | $132.4K | 0.01% | +20.0% | Added |
| EMC Capital Management | 13,906 | $134.0K | 0.06% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 14,000 | $135.0K | 0.00% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 14,000 | $135.0K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 14,393 | $138.7K | 0.00% | +684+5.0% | Added |
| Susquehanna International Group, LLP | 15,145 | $146.0K | 0.00% | −5,276−25.8% | Reduced |
| CenterStar Asset Management, LLC | 15,200 | $146.3K | 0.28% | +15,200 | New |
| Vise Technologies, Inc. | 15,408 | $148.5K | 0.01% | −363−2.3% | Reduced |
| Whittier Trust Co | 16,222 | $151.5K | 0.00% | 00.0% | Unchanged |
| Truist Financial Corp | 15,791 | $152.2K | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 16,000 | $154.2K | 0.00% | +16,000 | New |
| Verition Fund Management LLC | 16,200 | $156.2K | 0.00% | −12,932−44.4% | Reduced |
| Sanders Morris Harris LLC | 16,375 | $157.9K | 0.02% | −2,000−10.9% | Reduced |
| BNP Paribas Arbitrage, SA | 17,122 | $165.1K | 0.00% | +17,122 | New |
| Wedbush Securities Inc | 17,525 | $169.0K | 0.01% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 17,740 | $171.0K | 0.00% | +17,740 | New |
| Rothschild Investment LLC | 19,000 | $183.2K | 0.01% | 00.0% | Unchanged |
| Bank of Montreal | 19,267 | $185.7K | 0.00% | −19,486−50.3% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 20,061 | $187.2K | 0.00% | −20,584−50.6% | Reduced |
| ProShare Advisors LLC | 19,629 | $189.2K | 0.00% | +839+4.5% | Added |
| Lido Advisors, LLC | 21,841 | $210.5K | 0.00% | −11,399−34.3% | Reduced |
| Bard Associates Inc | 21,996 | $212.0K | 0.06% | −5,477−19.9% | Reduced |
| Empower Advisory Group, LLC | 22,206 | $214.1K | 0.00% | 00.0% | Unchanged |
| SEI Investments Co | 24,003 | $231.4K | 0.00% | −6,314−20.8% | Reduced |
| Zuckerman Investment Group, LLC | 25,000 | $241.0K | 0.02% | +10,000+66.7% | Added |
| Generali Investments CEE, investicni spolecnost, a.s. | 25,251 | $243.4K | 0.02% | −1,421−5.3% | Reduced |
| Next Capital Management LLC | 26,150 | $252.1K | 0.08% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 28,321 | $273.0K | 0.03% | +274+1.0% | Added |
| LexAurum Advisors, LLC | 28,500 | $274.7K | 0.04% | +28,500 | New |
| Raymond James Financial Inc | 28,713 | $276.8K | 0.00% | −47,340−62.2% | Reduced |
| PFG Investments, LLC | 29,571 | $285.1K | 0.01% | −2,152−6.8% | Reduced |
| NewEdge Wealth, LLC | 30,000 | $290.4K | 0.00% | 00.0% | Unchanged |
| Fayez Sarofim & Co | 30,272 | $291.8K | 0.00% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 30,503 | $294.0K | 0.00% | +22+0.1% | Added |
| Mackenzie Financial Corp | 31,306 | $301.8K | 0.00% | +1,126+3.7% | Added |
| Marshall Wace, LLP | 32,273 | $311.1K | 0.00% | −185,990−85.2% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 32,798 | $316.2K | 0.00% | +32,798 | New |
| Oppenheimer & Co Inc | 33,691 | $324.8K | 0.00% | +30+0.1% | Added |
| Reuter James Wealth Management, LLC | 34,299 | $330.6K | 0.05% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 32,438 | $343.2K | 0.03% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 35,892 | $346.0K | 0.00% | −12,717−26.2% | Reduced |
| Stifel Financial Corp | 36,037 | $347.4K | 0.00% | −7,571−17.4% | Reduced |
| Chilton Investment Co LLC | 37,020 | $356.9K | 0.01% | −33,500−47.5% | Reduced |
| D. E. Shaw & Co., Inc. | 37,451 | $361.0K | 0.00% | +21,944+141.5% | Added |
| Spire Wealth Management | 39,200 | $377.9K | 0.01% | 00.0% | Unchanged |
| Key Client Fiduciary Advisors, LLC | 40,611 | $391.5K | 0.13% | +671+1.7% | Added |
| Caxton Associates LLP | 40,695 | $392.3K | 0.01% | 00.0% | Unchanged |
| Captrust Financial Advisors | 40,822 | $393.5K | 0.00% | −10,891−21.1% | Reduced |
| Envestnet Asset Management Inc | 41,492 | $400.0K | 0.00% | −4,053−8.9% | Reduced |
| Cetera Investment Advisers | 42,354 | $408.3K | 0.00% | +7,190+20.4% | Added |
| Campbell & CO Investment Adviser LLC | 42,461 | $409.3K | 0.03% | +26,463+165.4% | Added |
| Natixis | 42,216 | $411.4K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 43,580 | $420.1K | 0.01% | −4,564−9.5% | Reduced |
| Brevan Howard Capital Management LP | 45,295 | $436.6K | 0.01% | +45,295 | New |
| CWM Advisors, LLC | 46,906 | $452.2K | 0.04% | +10,062+27.3% | Added |
| Quadrature Capital Ltd | 48,488 | $467.4K | 0.01% | +48,488 | New |
| WFA Asset Management Corp | 40,706 | $487.7K | 0.27% | +824+2.1% | Added |
| Russell Investments Group, Ltd. | 52,644 | $507.5K | 0.00% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 53,270 | $513.5K | 0.00% | 00.0% | Unchanged |