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 |
|---|---|---|---|---|---|
| Spire Wealth Management | 45,600 | $420.0K | 0.01% | +6,400+16.3% | Added |
| CWM Advisors, LLC | 50,906 | $468.8K | 0.04% | +4,000+8.5% | Added |
| Geode Capital Management, LLC | 53,270 | $490.6K | 0.00% | 00.0% | Unchanged |
| Northern Trust Corp | 53,911 | $496.5K | 0.00% | −4,512−7.7% | Reduced |
| Mutual Advisors, LLC | 55,142 | $507.9K | 0.01% | −2,173−3.8% | Reduced |
| Quadrature Capital Ltd | 56,578 | $521.1K | 0.01% | +8,090+16.7% | Added |
| Caxton Associates LLP | 58,368 | $537.6K | 0.01% | +17,673+43.4% | Added |
| Valeo Financial Advisors, LLC | 59,850 | $551.2K | 0.01% | 00.0% | Unchanged |
| Royal Bank of Canada | 64,036 | $590.0K | 0.00% | −31,652−33.1% | Reduced |
| Commonwealth Equity Services, LLC | 68,043 | $626.7K | 0.00% | −15,563−18.6% | Reduced |
| Janney Montgomery Scott LLC | 77,519 | $714.0K | 0.00% | −26,611−25.6% | Reduced |
| Denali Advisors LLC | 78,828 | $726.0K | 0.08% | −18,606−19.1% | Reduced |
| Campbell & CO Investment Adviser LLC | 84,336 | $776.7K | 0.04% | +41,875+98.6% | Added |
| Wiley Bros.-Aintree Capital, LLC | 85,498 | $787.4K | 0.00% | +52,700+160.7% | Added |
| Virtus Investment Advisers, Inc. | 85,862 | $790.8K | 0.21% | −12,050−12.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 87,188 | $803.0K | 0.00% | −38,562−30.7% | Reduced |
| VARCOV Co. | 92,610 | $852.9K | 0.34% | +92,610 | New |
| Nomura Asset Management International Inc. | 95,300 | $878.0K | 0.00% | +95,300 | New |
| HB Wealth Management, LLC | 101,354 | $933.5K | 0.01% | +101,354 | New |
| Susquehanna International Group, LLP | 112,811 | $1.04M | 0.00% | +97,666+644.9% | Added |
| Neuberger Berman Group LLC | 114,207 | $1.05M | 0.00% | −333−0.3% | Reduced |
| Great West Life Assurance Co | 118,695 | $1.09M | 0.00% | +4,633+4.1% | Added |
| D. E. Shaw & Co., Inc. | 118,585 | $1.09M | 0.00% | +81,134+216.6% | Added |
| State Street Corp | 131,594 | $1.21M | 0.00% | +25,400+23.9% | Added |
| Mill Creek Capital Advisors, LLC | 149,000 | $1.37M | 0.03% | 00.0% | Unchanged |
| Naviter Wealth, LLC | 157,881 | $1.45M | 0.19% | −45,204−22.3% | Reduced |
| Advisors Asset Management, Inc. | 178,778 | $1.65M | 0.03% | −52,843−22.8% | Reduced |
| Millennium Management LLC | 186,965 | $1.72M | 0.00% | +186,965 | New |
| XTX Topco Ltd | 187,632 | $1.73M | 0.05% | +187,632 | New |
| Goldman Sachs Group Inc | 204,933 | $1.89M | 0.00% | +204,933 | New |
| Trexquant Investment LP | 206,344 | $1.90M | 0.02% | +118,644+135.3% | Added |
| Bank of America Corp | 222,126 | $2.05M | 0.00% | −394,620−64.0% | Reduced |
| LPL Financial LLC | 233,810 | $2.15M | 0.00% | −32,560−12.2% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 235,016 | $2.16M | 0.02% | +28,387+13.7% | Added |
| Tranquility Partners, LLC | 268,073 | $2.47M | 0.89% | −48,598−15.3% | Reduced |
| Two Sigma Advisers, LP | 275,000 | $2.53M | 0.00% | −329,600−54.5% | Reduced |
| Palisade Capital Management LLC | 284,699 | $2.62M | 0.08% | −195,308−40.7% | Reduced |
| Ameriprise Financial Inc | 292,471 | $2.69M | 0.00% | +5,951+2.1% | Added |
| GraniteShares Advisors LLC | 293,799 | $2.71M | 1.64% | +21,843+8.0% | Added |
| Confluence Investment Management LLC | 294,765 | $2.71M | 0.04% | −23,461−7.4% | Reduced |
| Colony Group, LLC | 317,189 | $2.92M | 0.00% | +317,189 | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 344,000 | $3.17M | 0.01% | +134,500+64.2% | Added |
| Russell Investments Group, Ltd. | 350,366 | $3.23M | 0.00% | +297,722+565.5% | Added |
| Wells Fargo & Company | 357,712 | $3.29M | 0.00% | −71,182−16.6% | Reduced |
| Jane Street Group, LLC | 390,590 | $3.60M | 0.00% | +379,225+3,336.8% | Added |
| Transcend Wealth Collective, LLC | 420,509 | $3.87M | 0.30% | −295,284−41.3% | Reduced |
| Advisor Group Holdings, Inc. | 430,731 | $3.97M | 0.01% | +22,873+5.6% | Added |
| Franklin Resources Inc | 455,022 | $4.19M | 0.00% | −3,927−0.9% | Reduced |
| HighTower Advisors, LLC | 518,232 | $4.77M | 0.01% | −2,694−0.5% | Reduced |
| Truffle Hound Capital, LLC | 550,000 | $5.07M | 2.96% | +550,000 | New |
| Hennion & Walsh Asset Management, Inc. | 562,980 | $5.19M | 0.18% | +82,560+17.2% | Added |
| Closed-End Fund Advisors, Inc. | 586,070 | $5.40M | 3.19% | +586,070 | New |
| Two Sigma Investments, LP | 586,617 | $5.40M | 0.01% | +141,522+31.8% | Added |
| Ares Management LLC | 602,575 | $5.55M | 0.32% | +6,204+1.0% | Added |
| Pathstone Holdings, LLC | 649,512 | $5.98M | 0.02% | +338,969+109.2% | Added |
| BlackRock, Inc. | 687,141 | $6.33M | 0.00% | −7,752−1.1% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 690,497 | $6.36M | 0.00% | +84,233+13.9% | Added |
| Legal & General Group Plc | 742,423 | $6.83M | 0.00% | +88,441+13.5% | Added |
| CI Private Wealth, LLC | 808,882 | $7.45M | 0.01% | +808,882 | New |
| Muzinich & Co., Inc. | 849,437 | $7.82M | 2.46% | +178,381+26.6% | Added |
| National Philanthropic Trust | 852,921 | $7.86M | 0.08% | 00.0% | Unchanged |
| Cerity Partners LLC | 1,042,196 | $9.60M | 0.01% | −1,029,828−49.7% | Reduced |
| Morgan Stanley | 1,126,025 | $10.4M | 0.00% | +298,892+36.1% | Added |
| Dimension Capital Management LLC | 1,149,335 | $10.6M | 1.48% | +16,848+1.5% | Added |
| Invesco Ltd. | 1,190,357 | $11.0M | 0.00% | −29,456−2.4% | Reduced |
| Rivernorth Capital Management, LLC | 1,338,277 | $12.3M | 0.58% | +1,338,277 | New |
| UBS Group AG | 1,541,128 | $14.2M | 0.00% | +385,891+33.4% | Added |
| JPMorgan Chase & Co | 2,038,662 | $18.8M | 0.00% | +443,016+27.8% | Added |
| Van Eck Associates Corp | 2,339,114 | $21.5M | 0.02% | −250,684−9.7% | Reduced |
| LSV Asset Management | 2,986,718 | $27.5M | 0.06% | +353,062+13.4% | Added |
| Union Bancaire Privee, UBP SA | 22,392 | – | – | −6,420−22.3% | Reduced |
| Kovitz Investment Group Partners, LLC | 0 | $0 | 0.00% | −238,543−100.0% | Sold out |
| Rockingstone Advisors LLC | 0 | $0 | 0.00% | −186,932−100.0% | Sold out |
| Arlington Capital Management, Inc. | 0 | $0 | 0.00% | −127,521−100.0% | Sold out |
| Dorsey & Whitney Trust CO LLC | 0 | $0 | 0.00% | −112,410−100.0% | Sold out |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −95,300−100.0% | Sold out |
| Everstar Asset Management, LLC | 0 | $0 | 0.00% | −82,310−100.0% | Sold out |
| Epoch Investment Partners, Inc. | 0 | $0 | 0.00% | −73,315−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −71,170−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −45,295−100.0% | Sold out |
| Key Client Fiduciary Advisors, LLC | 0 | $0 | 0.00% | −40,611−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −32,273−100.0% | Sold out |
| Zuckerman Investment Group, LLC | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| SEI Investments Co | 0 | $0 | 0.00% | −24,003−100.0% | Sold out |
| Bard Associates Inc | 0 | $0 | 0.00% | −21,996−100.0% | Sold out |
| Wealth Enhancement Advisory Services, LLC | 0 | $0 | 0.00% | −20,061−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −19,267−100.0% | Sold out |
| Sanders Morris Harris LLC | 0 | $0 | 0.00% | −16,375−100.0% | Sold out |
| Truist Financial Corp | 0 | $0 | 0.00% | −15,791−100.0% | Sold out |
| Vise Technologies, Inc. | 0 | $0 | 0.00% | −15,408−100.0% | Sold out |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0 | $0 | 0.00% | −12,038−100.0% | Sold out |
| Catalina Capital Group, LLC | 0 | $0 | 0.00% | −11,220−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −11,216−100.0% | Sold out |
| United Capital Financial Advisers, LLC | 0 | $0 | 0.00% | −10,076−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −6,757−100.0% | Sold out |
| US Bancorp | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Atlantic Trust, LLC | 0 | $0 | 0.00% | −4,145−100.0% | Sold out |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −1,004−100.0% | Sold out |
| Barclays PLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| WFA Asset Management Corp | – | – | – | – | Not filed |