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 |
|---|---|---|---|---|---|
| Mutual Advisors, LLC | 57,315 | $543.4K | 0.01% | −2,638−4.4% | Reduced |
| Northern Trust Corp | 58,423 | $563.2K | 0.00% | −5,173−8.1% | Reduced |
| Valeo Financial Advisors, LLC | 59,850 | $577.0K | 0.01% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 71,170 | $685.0K | 0.00% | −274,756−79.4% | Reduced |
| Epoch Investment Partners, Inc. | 73,315 | $706.8K | 0.00% | 00.0% | Unchanged |
| Everstar Asset Management, LLC | 82,310 | $793.5K | 0.45% | +16,732+25.5% | Added |
| Commonwealth Equity Services, LLC | 83,606 | $806.0K | 0.00% | −9,965−10.6% | Reduced |
| Trexquant Investment LP | 87,700 | $845.4K | 0.01% | −215,595−71.1% | Reduced |
| Macquarie Group Ltd | 95,300 | $919.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 95,688 | $922.0K | 0.00% | +729+0.8% | Added |
| Wealthedge Investment Advisors, LLC | 96,218 | $927.5K | 0.35% | −43,675−31.2% | Reduced |
| Denali Advisors LLC | 97,434 | $939.3K | 0.11% | −18,392−15.9% | Reduced |
| Virtus Investment Advisers, Inc. | 97,912 | $943.9K | 0.27% | +10,011+11.4% | Added |
| Janney Montgomery Scott LLC | 104,130 | $1.00M | 0.00% | −10,774−9.4% | Reduced |
| State Street Corp | 106,194 | $1.02M | 0.00% | +2,931+2.8% | Added |
| Dorsey & Whitney Trust CO LLC | 112,410 | $1.08M | 0.06% | 00.0% | Unchanged |
| Great West Life Assurance Co | 114,062 | $1.10M | 0.00% | +18,257+19.1% | Added |
| Neuberger Berman Group LLC | 114,540 | $1.10M | 0.00% | −2,978−2.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 125,750 | $1.21M | 0.00% | −29,754−19.1% | Reduced |
| Arlington Capital Management, Inc. | 127,521 | $1.23M | 0.78% | +37,722+42.0% | Added |
| Mill Creek Capital Advisors, LLC | 149,000 | $1.44M | 0.03% | 00.0% | Unchanged |
| Rockingstone Advisors LLC | 186,932 | $1.80M | 0.89% | −14,720−7.3% | Reduced |
| Naviter Wealth, LLC | 203,085 | $1.96M | 0.23% | −2,672−1.3% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 206,629 | $1.99M | 0.02% | +6,022+3.0% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 209,500 | $2.02M | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 231,621 | $2.23M | 0.04% | +15,622+7.2% | Added |
| Kovitz Investment Group Partners, LLC | 238,543 | $2.30M | 0.01% | +50,066+26.6% | Added |
| LPL Financial LLC | 266,370 | $2.57M | 0.00% | +75,032+39.2% | Added |
| GraniteShares Advisors LLC | 271,956 | $2.62M | 1.52% | +23,953+9.7% | Added |
| Ameriprise Financial Inc | 286,520 | $2.76M | 0.00% | −1,793−0.6% | Reduced |
| Pathstone Holdings, LLC | 310,543 | $2.99M | 0.01% | +13,220+4.4% | Added |
| Tranquility Partners, LLC | 316,671 | $3.05M | 1.03% | +84,584+36.4% | Added |
| Confluence Investment Management LLC | 318,226 | $3.07M | 0.04% | −50,935−13.8% | Reduced |
| Wells Fargo & Company | 428,894 | $4.13M | 0.00% | +192,081+81.1% | Added |
| Two Sigma Investments, LP | 445,095 | $4.29M | 0.01% | −302,878−40.5% | Reduced |
| Advisor Group Holdings, Inc. | 407,858 | $4.33M | 0.01% | +13,684+3.5% | Added |
| Franklin Resources Inc | 458,949 | $4.42M | 0.00% | −184,484−28.7% | Reduced |
| Palisade Capital Management LLC | 480,007 | $4.63M | 0.13% | −14,406−2.9% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 480,420 | $4.63M | 0.17% | +70,277+17.1% | Added |
| HighTower Advisors, LLC | 520,926 | $5.02M | 0.01% | +27,227+5.5% | Added |
| Ares Management LLC | 596,371 | $5.75M | 0.26% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 604,600 | $5.83M | 0.01% | −449,500−42.6% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 606,264 | $5.84M | 0.00% | +114,840+23.4% | Added |
| Bank of America Corp | 616,746 | $5.95M | 0.00% | +458,958+290.9% | Added |
| Legal & General Group Plc | 653,982 | $6.30M | 0.00% | −54,084−7.6% | Reduced |
| Muzinich & Co., Inc. | 671,056 | $6.47M | 2.51% | +95,582+16.6% | Added |
| BlackRock, Inc. | 694,893 | $6.70M | 0.00% | +90,105+14.9% | Added |
| Transcend Wealth Collective, LLC | 715,793 | $6.90M | 0.49% | +1,689+0.2% | Added |
| Morgan Stanley | 827,133 | $7.97M | 0.00% | −6,218−0.7% | Reduced |
| National Philanthropic Trust | 852,921 | $8.22M | 0.09% | 00.0% | Unchanged |
| Dimension Capital Management LLC | 1,132,487 | $10.9M | 1.59% | +182,415+19.2% | Added |
| UBS Group AG | 1,155,237 | $11.1M | 0.00% | −99,354−7.9% | Reduced |
| Invesco Ltd. | 1,219,813 | $11.8M | 0.00% | +190,152+18.5% | Added |
| JPMorgan Chase & Co | 1,595,646 | $15.4M | 0.00% | +363,443+29.5% | Added |
| Cerity Partners LLC | 2,072,024 | $20.0M | 0.03% | −697,027−25.2% | Reduced |
| Van Eck Associates Corp | 2,589,798 | $25.0M | 0.02% | +115,004+4.6% | Added |
| LSV Asset Management | 2,633,656 | $25.4M | 0.06% | −129,600−4.7% | Reduced |
| Union Bancaire Privee, UBP SA | 28,812 | – | – | 00.0% | Unchanged |
| Millennium Management LLC | 0 | $0 | 0.00% | −402,565−100.0% | Sold out |
| Prevail Innovative Wealth Advisors, LLC | 0 | $0 | 0.00% | −182,461−100.0% | Sold out |
| Midwest Professional Planners, LTD. | 0 | $0 | 0.00% | −150,065−100.0% | Sold out |
| Merit Financial Group, LLC | 0 | $0 | 0.00% | −143,499−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −82,335−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −48,060−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −36,643−100.0% | Sold out |
| PharVision Advisers, LLC | 0 | $0 | 0.00% | −35,877−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −33,098−100.0% | Sold out |
| Goldman Sachs Group Inc | 0 | $0 | 0.00% | −28,425−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −21,633−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −20,552−100.0% | Sold out |
| Essex Financial Services, Inc. | 0 | $0 | 0.00% | −19,108−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −18,859−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −16,302−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −14,772−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −13,623−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −11,846−100.0% | Sold out |
| Mercer Global Advisors Inc | 0 | $0 | 0.00% | −10,698−100.0% | Sold out |
| Arete Wealth Advisors, LLC | 0 | $0 | 0.00% | −10,096−100.0% | Sold out |
| UBS Asset Management Americas Inc | 0 | $0 | 0.00% | −1,306−100.0% | Sold out |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0 | $0 | 0.00% | −329−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −297−100.0% | Sold out |
| Whipplewood Advisors, LLC | 0 | $0 | 0.00% | −118−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Graypoint LLC | – | – | – | – | Not filed |
| First Horizon Advisors, Inc. | – | – | – | – | Not filed |