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 |
|---|---|---|---|---|---|
| Aquatic Capital Management LLC | 17,740 | $171.0K | 0.00% | +17,740 | New |
| Wedbush Securities Inc | 17,525 | $169.0K | 0.01% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 17,122 | $165.1K | 0.00% | +17,122 | New |
| Sanders Morris Harris LLC | 16,375 | $157.9K | 0.02% | −2,000−10.9% | Reduced |
| Verition Fund Management LLC | 16,200 | $156.2K | 0.00% | −12,932−44.4% | Reduced |
| Arkadios Wealth Advisors | 16,000 | $154.2K | 0.00% | +16,000 | New |
| Truist Financial Corp | 15,791 | $152.2K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 16,222 | $151.5K | 0.00% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 15,408 | $148.5K | 0.01% | −363−2.3% | Reduced |
| CenterStar Asset Management, LLC | 15,200 | $146.3K | 0.28% | +15,200 | New |
| Susquehanna International Group, LLP | 15,145 | $146.0K | 0.00% | −5,276−25.8% | Reduced |
| Creative Planning | 14,393 | $138.7K | 0.00% | +684+5.0% | Added |
| 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 |
| EMC Capital Management | 13,906 | $134.0K | 0.06% | 00.0% | Unchanged |
| Condor Capital Management | 13,733 | $132.4K | 0.01% | +20.0% | Added |
| Virtu Financial LLC | 13,129 | $127.0K | 0.01% | +13,129 | New |
| Advyzon Investment Management, LLC | 12,834 | $123.7K | 0.02% | +897+7.5% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 12,038 | $116.0K | 0.01% | +120+1.0% | Added |
| Jane Street Group, LLC | 11,365 | $109.6K | 0.00% | +11,365 | New |
| Catalina Capital Group, LLC | 11,220 | $108.2K | 0.07% | −8,138−42.0% | Reduced |
| SG Americas Securities, LLC | 11,216 | $108.0K | 0.00% | +11,216 | New |
| Larson Financial Group LLC | 10,975 | $105.8K | 0.00% | +8+0.1% | Added |
| AE Wealth Management LLC | 10,901 | $105.1K | 0.00% | +10.0% | Added |
| Glenview Trust Co | 10,100 | $97.4K | 0.00% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 10,076 | $97.1K | 0.00% | +10,076 | 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 |
| Advisory Services Network, LLC | 6,757 | $65.1K | 0.00% | +6,757 | New |
| Harbour Investments, Inc. | 6,348 | $61.2K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 6,000 | $57.8K | 0.00% | −1,235−17.1% | Reduced |
| MAI Capital Management | 5,511 | $53.1K | 0.00% | +175+3.3% | Added |
| US Bancorp | 5,000 | $48.2K | 0.00% | +5,000 | New |
| State of Alaska, Department of Revenue | 4,895 | $47.0K | 0.00% | +4,895 | New |
| Rockefeller Capital Management L.P. | 4,809 | $46.4K | 0.00% | +4,809 | New |
| Huntington National Bank | 4,534 | $43.7K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 4,145 | $40.0K | 0.01% | −4,798−53.7% | Reduced |
| MTM Investment Management, LLC | 3,600 | $34.7K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 2,045 | $19.7K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,983 | $19.1K | 0.00% | +1,899+2,260.7% | Added |
| CWM, LLC | 1,775 | $17.0K | 0.00% | +1,775 | New |
| WealthCollab, LLC | 1,761 | $17.0K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,553 | $15.0K | 0.00% | −1,301−45.6% | Reduced |
| Comerica Bank | 1,100 | $10.6K | 0.00% | −5,060−82.1% | Reduced |
| Principal Securities, Inc. | 1,004 | $9.68K | 0.00% | +1,004 | New |
| First Horizon Corp | 1,000 | $9.64K | 0.00% | +1,000 | New |
| Pin Oak Investment Advisors Inc | 969 | $9.34K | 0.01% | +969 | New |
| Sound Income Strategies, LLC | 961 | $8.65K | 0.00% | +161+20.1% | Added |
| Newbridge Financial Services Group, Inc. | 485 | $4.67K | 0.00% | 00.0% | Unchanged |
| Bank & Trust Co | 422 | $4.07K | 0.00% | 00.0% | Unchanged |
| Chelsea Counsel Co | 340 | $3.28K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 308 | $2.97K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 300 | $2.89K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 90 | $866 | 0.00% | +44+95.7% | Added |
| Barclays PLC | 10 | $96 | 0.00% | +10 | New |
| Citigroup Inc | 5 | $48 | 0.00% | −12−70.6% | Reduced |
| Danske Bank A/S | 1 | $10 | 0.00% | 00.0% | Unchanged |
| 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 |