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 |
|---|---|---|---|---|---|
| MAI Capital Management | 0 | $3 | 0.00% | −5,511−100.0% | Reduced |
| Huntington National Bank | 1 | $9 | 0.00% | −4,533−100.0% | Reduced |
| Danske Bank A/S | 1 | $9 | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 5 | $46 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 90 | $828 | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 225 | $2.07K | 0.00% | +225 | New |
| Larson Financial Group LLC | 263 | $2.42K | 0.00% | −10,712−97.6% | Reduced |
| Parallel Advisors, LLC | 300 | $2.76K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 300 | $2.76K | 0.00% | +300 | New |
| EverSource Wealth Advisors, LLC | 308 | $2.84K | 0.00% | 00.0% | Unchanged |
| Chelsea Counsel Co | 340 | $3.13K | 0.00% | 00.0% | Unchanged |
| Bank & Trust Co | 422 | $3.89K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 437 | $4.03K | 0.00% | +437 | New |
| Newbridge Financial Services Group, Inc. | 485 | $4.47K | 0.00% | 00.0% | Unchanged |
| Natixis | 532 | $4.89K | 0.00% | −41,684−98.7% | Reduced |
| Flagship Harbor Advisors, LLC | 651 | $6.00K | 0.00% | +651 | New |
| CWM, LLC | 815 | $8.00K | 0.00% | −960−54.1% | Reduced |
| Pin Oak Investment Advisors Inc | 969 | $8.00K | 0.01% | 00.0% | Unchanged |
| First Horizon Corp | 1,000 | $9.21K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 1,100 | $10.1K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 1,149 | $10.6K | 0.00% | +1,149 | New |
| Geneos Wealth Management Inc. | 1,553 | $14.3K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,697 | $15.6K | 0.00% | −348−17.0% | Reduced |
| WealthCollab, LLC | 1,761 | $16.2K | 0.01% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 3,600 | $33.2K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 4,348 | $40.0K | 0.00% | −2,000−31.5% | Reduced |
| BNP Paribas Arbitrage, SA | 4,756 | $43.8K | 0.00% | −12,366−72.2% | Reduced |
| State of Alaska, Department of Revenue | 4,895 | $45.0K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 6,000 | $55.3K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 7,683 | $70.1K | 0.00% | +6,722+699.5% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 9,581 | $88.0K | 0.00% | +9,581 | New |
| Brown Advisory Inc | 10,000 | $92.1K | 0.00% | 00.0% | Unchanged |
| Verity & Verity, LLC | 10,000 | $92.1K | 0.01% | 00.0% | Unchanged |
| Glenview Trust Co | 10,100 | $93.0K | 0.00% | 00.0% | Unchanged |
| Alpha Cubed Investments, LLC | 10,164 | $93.6K | 0.00% | +10,164 | New |
| AE Wealth Management LLC | 10,513 | $96.8K | 0.00% | −388−3.6% | Reduced |
| Seven Mile Advisory | 10,630 | $97.9K | 0.02% | +10,630 | New |
| Genesee Capital Advisors, LLC | 10,730 | $98.8K | 0.04% | +10,730 | New |
| Williams Jones Wealth Management, LLC. | 11,000 | $101.3K | 0.00% | −3,000−21.4% | Reduced |
| EMC Capital Management | 11,820 | $109.0K | 0.05% | −2,086−15.0% | Reduced |
| Squarepoint Ops LLC | 12,597 | $116.0K | 0.00% | +12,597 | New |
| Sowell Financial Services LLC | 12,967 | $119.4K | 0.00% | +12,967 | New |
| Oak Family Advisors, LLC | 13,445 | $123.8K | 0.04% | +13,445 | New |
| Calton & Associates, Inc. | 13,609 | $125.3K | 0.02% | +13,609 | New |
| Creative Planning | 13,762 | $126.8K | 0.00% | −631−4.4% | Reduced |
| Aquatic Capital Management LLC | 13,818 | $127.3K | 0.00% | −3,922−22.1% | Reduced |
| Bryn Mawr Trust Co | 14,000 | $128.9K | 0.00% | 00.0% | Unchanged |
| Condor Capital Management | 14,107 | $129.9K | 0.01% | +374+2.7% | Added |
| ProShare Advisors LLC | 14,259 | $131.3K | 0.00% | −5,370−27.4% | Reduced |
| Tower Research Capital LLC (TRC) | 14,848 | $136.8K | 0.00% | +12,865+648.8% | Added |
| Nomura Holdings Inc | 15,000 | $138.2K | 0.00% | +15,000 | New |
| Rockefeller Capital Management L.P. | 15,312 | $141.0K | 0.00% | +10,503+218.4% | Added |
| Mercer Global Advisors Inc | 15,847 | $146.0K | 0.00% | +15,847 | New |
| Rothschild Investment LLC | 16,000 | $147.4K | 0.01% | −3,000−15.8% | Reduced |
| Arkadios Wealth Advisors | 16,000 | $147.4K | 0.00% | 00.0% | Unchanged |
| Wedbush Securities Inc | 16,025 | $148.0K | 0.00% | −1,500−8.6% | Reduced |
| Advyzon Investment Management, LLC | 16,080 | $148.1K | 0.02% | +3,246+25.3% | Added |
| Verition Fund Management LLC | 16,200 | $149.2K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 16,222 | $150.1K | 0.00% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 16,380 | $150.9K | 0.00% | +16,380 | New |
| ExodusPoint Capital Management, LP | 16,915 | $155.8K | 0.00% | +16,915 | New |
| PharVision Advisers, LLC | 17,017 | $156.7K | 0.08% | +17,017 | New |
| Apella Capital, LLC | 17,525 | $161.4K | 0.00% | +17,525 | New |
| Simplex Trading, LLC | 17,727 | $163.3K | 0.00% | +17,727 | New |
| Captrust Financial Advisors | 17,819 | $164.1K | 0.00% | −23,003−56.3% | Reduced |
| Two Sigma Securities, LLC | 17,936 | $165.2K | 0.02% | +17,936 | New |
| TrueMark Investments, LLC | 18,558 | $170.9K | 0.03% | +18,558 | New |
| Tudor Investment Corp Et Al | 19,092 | $175.8K | 0.00% | +19,092 | New |
| Wealthedge Investment Advisors, LLC | 20,477 | $188.6K | 0.07% | −75,741−78.7% | Reduced |
| PFG Investments, LLC | 20,600 | $189.7K | 0.01% | −8,971−30.3% | Reduced |
| Fund Advisors of America Inc | 21,537 | $198.4K | 0.18% | +21,537 | New |
| Virtu Financial LLC | 21,914 | $202.0K | 0.01% | +8,785+66.9% | Added |
| Empower Advisory Group, LLC | 22,206 | $204.5K | 0.00% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 22,800 | $210.0K | 0.03% | +22,800 | New |
| Lido Advisors, LLC | 21,841 | $210.5K | 0.00% | 00.0% | Unchanged |
| Miller Global Investments, LLC | 23,815 | $219.3K | 0.20% | +23,815 | New |
| CenterStar Asset Management, LLC | 24,400 | $224.6K | 0.35% | +9,200+60.5% | Added |
| Raymond James Financial Inc | 24,765 | $228.1K | 0.00% | −3,948−13.7% | Reduced |
| Kestra Advisory Services, LLC | 24,852 | $228.9K | 0.00% | −11,040−30.8% | Reduced |
| Navis Wealth Advisors, LLC | 25,000 | $230.3K | 0.10% | +25,000 | New |
| Generali Investments CEE, investicni spolecnost, a.s. | 25,251 | $232.6K | 0.02% | 00.0% | Unchanged |
| Stifel Financial Corp | 27,907 | $257.0K | 0.00% | −8,130−22.6% | Reduced |
| Next Capital Management LLC | 29,680 | $273.4K | 0.09% | +3,530+13.5% | Added |
| Fayez Sarofim & Co | 30,272 | $278.8K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 30,331 | $279.3K | 0.00% | +30,331 | New |
| NewEdge Wealth, LLC | 30,357 | $279.6K | 0.00% | +357+1.2% | Added |
| Sanctuary Advisors, LLC | 30,426 | $280.2K | 0.00% | −77−0.3% | Reduced |
| Mackenzie Financial Corp | 32,358 | $297.1K | 0.00% | +1,052+3.4% | Added |
| International Assets Investment Management, LLC | 32,277 | $297.3K | 0.02% | −161−0.5% | Reduced |
| Oppenheimer & Co Inc | 32,503 | $299.4K | 0.00% | −1,188−3.5% | Reduced |
| Reuter James Wealth Management, LLC | 34,299 | $315.9K | 0.04% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 35,805 | $329.8K | 0.00% | −5,687−13.7% | Reduced |
| Farther Finance Advisors, LLC | 36,520 | $336.3K | 0.00% | −7,060−16.2% | Reduced |
| Colter Lewis Investment Partners LLC | 36,563 | $336.7K | 0.39% | +36,563 | New |
| Chilton Investment Co LLC | 37,020 | $341.0K | 0.01% | 00.0% | Unchanged |
| Quantbot Technologies LP | 37,261 | $343.2K | 0.01% | +37,261 | New |
| Nordwand Advisors, LLC | 41,800 | $385.0K | 0.07% | +41,800 | New |
| Cetera Investment Advisers | 43,562 | $401.2K | 0.00% | +1,208+2.9% | Added |
| SRS Capital Advisors, Inc. | 44,643 | $411.2K | 0.01% | +44,643 | New |
| Almitas Capital LLC | 45,000 | $414.4K | 0.09% | +45,000 | New |