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, Q4 2025
Institutional positions in New Mountain Finance Corp as of Dec 31, 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
- 171
- +16 vs. Q3 2025
- Shares held
- 33.7M
- +4.35M (+14.8%) vs. Q3 2025
- Total value
- $310.2M
- +$27.1M (+9.6%) vs. Q3 2025
- New holders
- 44
- 41 more added
- Sold out
- 28
- 53 more reduced
3 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding New Mountain Finance Corp; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| LSV Asset Management | 2,986,718 | $27.5M | 0.06% | +353,062+13.4% | Added |
| Van Eck Associates Corp | 2,339,114 | $21.5M | 0.02% | −250,684−9.7% | Reduced |
| JPMorgan Chase & Co | 2,038,662 | $18.8M | 0.00% | +443,016+27.8% | Added |
| UBS Group AG | 1,541,128 | $14.2M | 0.00% | +385,891+33.4% | Added |
| Rivernorth Capital Management, LLC | 1,338,277 | $12.3M | 0.58% | +1,338,277 | New |
| Invesco Ltd. | 1,190,357 | $11.0M | 0.00% | −29,456−2.4% | Reduced |
| Dimension Capital Management LLC | 1,149,335 | $10.6M | 1.48% | +16,848+1.5% | Added |
| Morgan Stanley | 1,126,025 | $10.4M | 0.00% | +298,892+36.1% | Added |
| Cerity Partners LLC | 1,042,196 | $9.60M | 0.01% | −1,029,828−49.7% | Reduced |
| National Philanthropic Trust | 852,921 | $7.86M | 0.08% | 00.0% | Unchanged |
| Muzinich & Co., Inc. | 849,437 | $7.82M | 2.46% | +178,381+26.6% | Added |
| CI Private Wealth, LLC | 808,882 | $7.45M | 0.01% | +808,882 | New |
| Legal & General Group Plc | 742,423 | $6.83M | 0.00% | +88,441+13.5% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 690,497 | $6.36M | 0.00% | +84,233+13.9% | Added |
| BlackRock, Inc. | 687,141 | $6.33M | 0.00% | −7,752−1.1% | Reduced |
| Pathstone Holdings, LLC | 649,512 | $5.98M | 0.02% | +338,969+109.2% | Added |
| Ares Management LLC | 602,575 | $5.55M | 0.32% | +6,204+1.0% | Added |
| Two Sigma Investments, LP | 586,617 | $5.40M | 0.01% | +141,522+31.8% | Added |
| Closed-End Fund Advisors, Inc. | 586,070 | $5.40M | 3.19% | +586,070 | New |
| Hennion & Walsh Asset Management, Inc. | 562,980 | $5.19M | 0.18% | +82,560+17.2% | Added |
| Truffle Hound Capital, LLC | 550,000 | $5.07M | 2.96% | +550,000 | New |
| HighTower Advisors, LLC | 518,232 | $4.77M | 0.01% | −2,694−0.5% | Reduced |
| Franklin Resources Inc | 455,022 | $4.19M | 0.00% | −3,927−0.9% | Reduced |
| Advisor Group Holdings, Inc. | 430,731 | $3.97M | 0.01% | +22,873+5.6% | Added |
| Transcend Wealth Collective, LLC | 420,509 | $3.87M | 0.30% | −295,284−41.3% | Reduced |
| Jane Street Group, LLC | 390,590 | $3.60M | 0.00% | +379,225+3,336.8% | Added |
| Wells Fargo & Company | 357,712 | $3.29M | 0.00% | −71,182−16.6% | Reduced |
| Russell Investments Group, Ltd. | 350,366 | $3.23M | 0.00% | +297,722+565.5% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 344,000 | $3.17M | 0.01% | +134,500+64.2% | Added |
| Colony Group, LLC | 317,189 | $2.92M | 0.00% | +317,189 | New |
| Confluence Investment Management LLC | 294,765 | $2.71M | 0.04% | −23,461−7.4% | Reduced |
| GraniteShares Advisors LLC | 293,799 | $2.71M | 1.64% | +21,843+8.0% | Added |
| Ameriprise Financial Inc | 292,471 | $2.69M | 0.00% | +5,951+2.1% | Added |
| Palisade Capital Management LLC | 284,699 | $2.62M | 0.08% | −195,308−40.7% | Reduced |
| Two Sigma Advisers, LP | 275,000 | $2.53M | 0.00% | −329,600−54.5% | Reduced |
| Tranquility Partners, LLC | 268,073 | $2.47M | 0.89% | −48,598−15.3% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 235,016 | $2.16M | 0.02% | +28,387+13.7% | Added |
| LPL Financial LLC | 233,810 | $2.15M | 0.00% | −32,560−12.2% | Reduced |
| Bank of America Corp | 222,126 | $2.05M | 0.00% | −394,620−64.0% | Reduced |
| Trexquant Investment LP | 206,344 | $1.90M | 0.02% | +118,644+135.3% | Added |
| Goldman Sachs Group Inc | 204,933 | $1.89M | 0.00% | +204,933 | New |
| XTX Topco Ltd | 187,632 | $1.73M | 0.05% | +187,632 | New |
| Millennium Management LLC | 186,965 | $1.72M | 0.00% | +186,965 | New |
| Advisors Asset Management, Inc. | 178,778 | $1.65M | 0.03% | −52,843−22.8% | Reduced |
| Naviter Wealth, LLC | 157,881 | $1.45M | 0.19% | −45,204−22.3% | Reduced |
| Mill Creek Capital Advisors, LLC | 149,000 | $1.37M | 0.03% | 00.0% | Unchanged |
| State Street Corp | 131,594 | $1.21M | 0.00% | +25,400+23.9% | Added |
| D. E. Shaw & Co., Inc. | 118,585 | $1.09M | 0.00% | +81,134+216.6% | Added |
| Great West Life Assurance Co | 118,695 | $1.09M | 0.00% | +4,633+4.1% | Added |
| Neuberger Berman Group LLC | 114,207 | $1.05M | 0.00% | −333−0.3% | Reduced |
| Susquehanna International Group, LLP | 112,811 | $1.04M | 0.00% | +97,666+644.9% | Added |
| HB Wealth Management, LLC | 101,354 | $933.5K | 0.01% | +101,354 | New |
| Nomura Asset Management International Inc. | 95,300 | $878.0K | 0.00% | +95,300 | New |
| VARCOV Co. | 92,610 | $852.9K | 0.34% | +92,610 | New |
| Cambridge Investment Research Advisors, Inc. | 87,188 | $803.0K | 0.00% | −38,562−30.7% | Reduced |
| Virtus Investment Advisers, Inc. | 85,862 | $790.8K | 0.21% | −12,050−12.3% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 85,498 | $787.4K | 0.00% | +52,700+160.7% | Added |
| Campbell & CO Investment Adviser LLC | 84,336 | $776.7K | 0.04% | +41,875+98.6% | Added |
| Denali Advisors LLC | 78,828 | $726.0K | 0.08% | −18,606−19.1% | Reduced |
| Janney Montgomery Scott LLC | 77,519 | $714.0K | 0.00% | −26,611−25.6% | Reduced |
| Commonwealth Equity Services, LLC | 68,043 | $626.7K | 0.00% | −15,563−18.6% | Reduced |
| Royal Bank of Canada | 64,036 | $590.0K | 0.00% | −31,652−33.1% | Reduced |
| Valeo Financial Advisors, LLC | 59,850 | $551.2K | 0.01% | 00.0% | Unchanged |
| Caxton Associates LLP | 58,368 | $537.6K | 0.01% | +17,673+43.4% | Added |
| Quadrature Capital Ltd | 56,578 | $521.1K | 0.01% | +8,090+16.7% | Added |
| Mutual Advisors, LLC | 55,142 | $507.9K | 0.01% | −2,173−3.8% | Reduced |
| Northern Trust Corp | 53,911 | $496.5K | 0.00% | −4,512−7.7% | Reduced |
| Geode Capital Management, LLC | 53,270 | $490.6K | 0.00% | 00.0% | Unchanged |
| CWM Advisors, LLC | 50,906 | $468.8K | 0.04% | +4,000+8.5% | Added |
| Spire Wealth Management | 45,600 | $420.0K | 0.01% | +6,400+16.3% | Added |
| Almitas Capital LLC | 45,000 | $414.4K | 0.09% | +45,000 | New |
| SRS Capital Advisors, Inc. | 44,643 | $411.2K | 0.01% | +44,643 | New |
| Cetera Investment Advisers | 43,562 | $401.2K | 0.00% | +1,208+2.9% | Added |
| Nordwand Advisors, LLC | 41,800 | $385.0K | 0.07% | +41,800 | New |
| Quantbot Technologies LP | 37,261 | $343.2K | 0.01% | +37,261 | New |
| Chilton Investment Co LLC | 37,020 | $341.0K | 0.01% | 00.0% | Unchanged |
| Colter Lewis Investment Partners LLC | 36,563 | $336.7K | 0.39% | +36,563 | New |
| Farther Finance Advisors, LLC | 36,520 | $336.3K | 0.00% | −7,060−16.2% | Reduced |
| Envestnet Asset Management Inc | 35,805 | $329.8K | 0.00% | −5,687−13.7% | Reduced |
| Reuter James Wealth Management, LLC | 34,299 | $315.9K | 0.04% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 32,503 | $299.4K | 0.00% | −1,188−3.5% | Reduced |
| International Assets Investment Management, LLC | 32,277 | $297.3K | 0.02% | −161−0.5% | Reduced |
| Mackenzie Financial Corp | 32,358 | $297.1K | 0.00% | +1,052+3.4% | Added |
| Sanctuary Advisors, LLC | 30,426 | $280.2K | 0.00% | −77−0.3% | Reduced |
| NewEdge Wealth, LLC | 30,357 | $279.6K | 0.00% | +357+1.2% | Added |
| Citadel Advisors LLC | 30,331 | $279.3K | 0.00% | +30,331 | New |
| Fayez Sarofim & Co | 30,272 | $278.8K | 0.00% | 00.0% | Unchanged |
| Next Capital Management LLC | 29,680 | $273.4K | 0.09% | +3,530+13.5% | Added |
| Stifel Financial Corp | 27,907 | $257.0K | 0.00% | −8,130−22.6% | Reduced |
| Generali Investments CEE, investicni spolecnost, a.s. | 25,251 | $232.6K | 0.02% | 00.0% | Unchanged |
| Navis Wealth Advisors, LLC | 25,000 | $230.3K | 0.10% | +25,000 | New |
| Kestra Advisory Services, LLC | 24,852 | $228.9K | 0.00% | −11,040−30.8% | Reduced |
| Raymond James Financial Inc | 24,765 | $228.1K | 0.00% | −3,948−13.7% | Reduced |
| CenterStar Asset Management, LLC | 24,400 | $224.6K | 0.35% | +9,200+60.5% | Added |
| Miller Global Investments, LLC | 23,815 | $219.3K | 0.20% | +23,815 | New |
| Lido Advisors, LLC | 21,841 | $210.5K | 0.00% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 22,800 | $210.0K | 0.03% | +22,800 | New |
| Empower Advisory Group, LLC | 22,206 | $204.5K | 0.00% | 00.0% | Unchanged |
| Virtu Financial LLC | 21,914 | $202.0K | 0.01% | +8,785+66.9% | Added |
| Fund Advisors of America Inc | 21,537 | $198.4K | 0.18% | +21,537 | New |