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 |
|---|---|---|---|---|---|
| PFG Investments, LLC | 20,600 | $189.7K | 0.01% | −8,971−30.3% | Reduced |
| Wealthedge Investment Advisors, LLC | 20,477 | $188.6K | 0.07% | −75,741−78.7% | Reduced |
| Tudor Investment Corp Et Al | 19,092 | $175.8K | 0.00% | +19,092 | New |
| TrueMark Investments, LLC | 18,558 | $170.9K | 0.03% | +18,558 | New |
| Two Sigma Securities, LLC | 17,936 | $165.2K | 0.02% | +17,936 | New |
| Captrust Financial Advisors | 17,819 | $164.1K | 0.00% | −23,003−56.3% | Reduced |
| Simplex Trading, LLC | 17,727 | $163.3K | 0.00% | +17,727 | New |
| Apella Capital, LLC | 17,525 | $161.4K | 0.00% | +17,525 | New |
| PharVision Advisers, LLC | 17,017 | $156.7K | 0.08% | +17,017 | New |
| ExodusPoint Capital Management, LP | 16,915 | $155.8K | 0.00% | +16,915 | New |
| Schonfeld Strategic Advisors LLC | 16,380 | $150.9K | 0.00% | +16,380 | New |
| Whittier Trust Co | 16,222 | $150.1K | 0.00% | 00.0% | Unchanged |
| Verition Fund Management LLC | 16,200 | $149.2K | 0.00% | 00.0% | Unchanged |
| Advyzon Investment Management, LLC | 16,080 | $148.1K | 0.02% | +3,246+25.3% | Added |
| Wedbush Securities Inc | 16,025 | $148.0K | 0.00% | −1,500−8.6% | Reduced |
| 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 |
| Mercer Global Advisors Inc | 15,847 | $146.0K | 0.00% | +15,847 | New |
| Rockefeller Capital Management L.P. | 15,312 | $141.0K | 0.00% | +10,503+218.4% | Added |
| Nomura Holdings Inc | 15,000 | $138.2K | 0.00% | +15,000 | New |
| Tower Research Capital LLC (TRC) | 14,848 | $136.8K | 0.00% | +12,865+648.8% | Added |
| ProShare Advisors LLC | 14,259 | $131.3K | 0.00% | −5,370−27.4% | Reduced |
| Condor Capital Management | 14,107 | $129.9K | 0.01% | +374+2.7% | Added |
| Bryn Mawr Trust Co | 14,000 | $128.9K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 13,818 | $127.3K | 0.00% | −3,922−22.1% | Reduced |
| Creative Planning | 13,762 | $126.8K | 0.00% | −631−4.4% | Reduced |
| Calton & Associates, Inc. | 13,609 | $125.3K | 0.02% | +13,609 | New |
| Oak Family Advisors, LLC | 13,445 | $123.8K | 0.04% | +13,445 | New |
| Sowell Financial Services LLC | 12,967 | $119.4K | 0.00% | +12,967 | New |
| Squarepoint Ops LLC | 12,597 | $116.0K | 0.00% | +12,597 | New |
| EMC Capital Management | 11,820 | $109.0K | 0.05% | −2,086−15.0% | Reduced |
| Williams Jones Wealth Management, LLC. | 11,000 | $101.3K | 0.00% | −3,000−21.4% | Reduced |
| Genesee Capital Advisors, LLC | 10,730 | $98.8K | 0.04% | +10,730 | New |
| Seven Mile Advisory | 10,630 | $97.9K | 0.02% | +10,630 | New |
| AE Wealth Management LLC | 10,513 | $96.8K | 0.00% | −388−3.6% | Reduced |
| Alpha Cubed Investments, LLC | 10,164 | $93.6K | 0.00% | +10,164 | New |
| Glenview Trust Co | 10,100 | $93.0K | 0.00% | 00.0% | Unchanged |
| Brown Advisory Inc | 10,000 | $92.1K | 0.00% | 00.0% | Unchanged |
| Verity & Verity, LLC | 10,000 | $92.1K | 0.01% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 9,581 | $88.0K | 0.00% | +9,581 | New |
| Sound Income Strategies, LLC | 7,683 | $70.1K | 0.00% | +6,722+699.5% | Added |
| CIBC Private Wealth Group, LLC | 6,000 | $55.3K | 0.00% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 4,895 | $45.0K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 4,756 | $43.8K | 0.00% | −12,366−72.2% | Reduced |
| Harbour Investments, Inc. | 4,348 | $40.0K | 0.00% | −2,000−31.5% | Reduced |
| MTM Investment Management, LLC | 3,600 | $33.2K | 0.01% | 00.0% | Unchanged |
| WealthCollab, LLC | 1,761 | $16.2K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,697 | $15.6K | 0.00% | −348−17.0% | Reduced |
| Geneos Wealth Management Inc. | 1,553 | $14.3K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 1,149 | $10.6K | 0.00% | +1,149 | New |
| Comerica Bank | 1,100 | $10.1K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 1,000 | $9.21K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 815 | $8.00K | 0.00% | −960−54.1% | Reduced |
| Pin Oak Investment Advisors Inc | 969 | $8.00K | 0.01% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 651 | $6.00K | 0.00% | +651 | New |
| Natixis | 532 | $4.89K | 0.00% | −41,684−98.7% | Reduced |
| Newbridge Financial Services Group, Inc. | 485 | $4.47K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 437 | $4.03K | 0.00% | +437 | New |
| Bank & Trust Co | 422 | $3.89K | 0.00% | 00.0% | Unchanged |
| Chelsea Counsel Co | 340 | $3.13K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 308 | $2.84K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 300 | $2.76K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 300 | $2.76K | 0.00% | +300 | New |
| Larson Financial Group LLC | 263 | $2.42K | 0.00% | −10,712−97.6% | Reduced |
| Umb Bank N A | 225 | $2.07K | 0.00% | +225 | New |
| Allworth Financial LP | 90 | $828 | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 5 | $46 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $9 | 0.00% | −4,533−100.0% | Reduced |
| Danske Bank A/S | 1 | $9 | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 0 | $3 | 0.00% | −5,511−100.0% | Reduced |
| 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 |