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, Q1 2026
Institutional positions in New Mountain Finance Corp as of Mar 31, 2026. 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
- 155
- −12 vs. Q4 2025
- Shares held
- 27.8M
- −5.87M (−17.4%) vs. Q4 2025
- Total value
- $215.8M
- −$94.2M (−30.4%) vs. Q4 2025
- New holders
- 23
- 36 more added
- Sold out
- 35
- 54 more reduced
4 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding New Mountain Finance Corp; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| LSV Asset Management | 3,022,118 | $23.5M | 0.05% | +35,400+1.2% | Added |
| Invesco Ltd. | 2,139,677 | $16.6M | 0.00% | +949,320+79.8% | Added |
| UBS Group AG | 2,091,276 | $16.2M | 0.00% | +550,148+35.7% | Added |
| Van Eck Associates Corp | 1,796,175 | $13.9M | 0.01% | −542,939−23.2% | Reduced |
| Dimension Capital Management LLC | 1,156,541 | $8.97M | 1.26% | +7,206+0.6% | Added |
| Russell Investments Group, Ltd. | 938,679 | $7.28M | 0.01% | +588,313+167.9% | Added |
| Cerity Partners LLC | 872,844 | $6.77M | 0.01% | −169,352−16.2% | Reduced |
| CI Private Wealth, LLC | 871,296 | $6.76M | 0.01% | +62,414+7.7% | Added |
| National Philanthropic Trust | 852,921 | $6.62M | 0.07% | 00.0% | Unchanged |
| Muzinich & Co., Inc. | 848,918 | $6.59M | 2.30% | −519−0.1% | Reduced |
| Two Sigma Investments, LP | 836,457 | $6.49M | 0.01% | +249,840+42.6% | Added |
| Legal & General Group Plc | 785,496 | $6.10M | 0.00% | +43,073+5.8% | Added |
| Morgan Stanley | 729,938 | $5.66M | 0.00% | −396,087−35.2% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 688,578 | $5.34M | 0.00% | −1,919−0.3% | Reduced |
| Pathstone Holdings, LLC | 661,219 | $5.13M | 0.02% | +11,707+1.8% | Added |
| Hennion & Walsh Asset Management, Inc. | 513,085 | $3.98M | 0.13% | −49,895−8.9% | Reduced |
| Advisor Group Holdings, Inc. | 450,470 | $3.50M | 0.01% | +19,739+4.6% | Added |
| HighTower Advisors, LLC | 423,732 | $3.29M | 0.00% | −94,500−18.2% | Reduced |
| BlackRock, Inc. | 352,242 | $2.73M | 0.00% | −334,899−48.7% | Reduced |
| D. E. Shaw & Co., Inc. | 347,520 | $2.70M | 0.00% | +228,935+193.1% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 344,000 | $2.67M | 0.00% | 00.0% | Unchanged |
| Colony Group, LLC | 334,785 | $2.60M | 0.00% | +17,596+5.5% | Added |
| Tranquility Partners, LLC | 316,752 | $2.46M | 0.93% | +48,679+18.2% | Added |
| Wells Fargo & Company | 314,507 | $2.44M | 0.00% | −43,205−12.1% | Reduced |
| XTX Topco Ltd | 292,695 | $2.27M | 0.04% | +105,063+56.0% | Added |
| Ameriprise Financial Inc | 291,491 | $2.26M | 0.00% | −980−0.3% | Reduced |
| Confluence Investment Management LLC | 277,571 | $2.15M | 0.03% | −17,194−5.8% | Reduced |
| Transcend Wealth Collective, LLC | 271,158 | $2.10M | 0.17% | −149,351−35.5% | Reduced |
| GraniteShares Advisors LLC | 263,627 | $2.05M | 1.47% | −30,172−10.3% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 243,132 | $1.89M | 0.02% | +8,116+3.5% | Added |
| Bank of America Corp | 194,097 | $1.51M | 0.00% | −28,029−12.6% | Reduced |
| Advisors Asset Management, Inc. | 173,665 | $1.35M | 0.02% | −5,113−2.9% | Reduced |
| Mill Creek Capital Advisors, LLC | 149,000 | $1.16M | 0.02% | 00.0% | Unchanged |
| Cerberus Capital Management, L.P. | 145,000 | $1.13M | 0.04% | +145,000 | New |
| Balyasny Asset Management LLC | 136,058 | $1.06M | 0.00% | +136,058 | New |
| Naviter Wealth, LLC | 131,722 | $1.02M | 0.13% | −26,159−16.6% | Reduced |
| State Street Corp | 127,191 | $987.0K | 0.00% | −4,403−3.3% | Reduced |
| VARCOV Co. | 125,077 | $970.6K | 0.36% | +32,467+35.1% | Added |
| LPL Financial LLC | 124,074 | $962.8K | 0.00% | −109,736−46.9% | Reduced |
| Trexquant Investment LP | 114,972 | $892.2K | 0.01% | −91,372−44.3% | Reduced |
| Neuberger Berman Group LLC | 109,540 | $850.0K | 0.00% | −4,667−4.1% | Reduced |
| Great West Life Assurance Co | 98,987 | $771.0K | 0.00% | −19,708−16.6% | Reduced |
| HB Wealth Management, LLC | 98,997 | $768.2K | 0.00% | −2,357−2.3% | Reduced |
| Nomura Asset Management International Inc. | 95,300 | $740.0K | 0.00% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 89,471 | $694.3K | 0.19% | +3,609+4.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 87,152 | $676.0K | 0.00% | −360.0% | Reduced |
| Farther Finance Advisors, LLC | 83,500 | $643.0K | 0.01% | +46,980+128.6% | Added |
| Millennium Management LLC | 81,366 | $631.4K | 0.00% | −105,599−56.5% | Reduced |
| Denali Advisors LLC | 77,885 | $604.4K | 0.07% | −943−1.2% | Reduced |
| Campbell & CO Investment Adviser LLC | 72,031 | $559.0K | 0.03% | −12,305−14.6% | Reduced |
| ExodusPoint Capital Management, LP | 71,461 | $554.5K | 0.01% | +54,546+322.5% | Added |
| Janney Montgomery Scott LLC | 71,170 | $552.0K | 0.00% | −6,349−8.2% | Reduced |
| JPMorgan Chase & Co | 69,603 | $530.4K | 0.00% | −1,969,059−96.6% | Reduced |
| Commonwealth Equity Services, LLC | 65,497 | $508.3K | 0.00% | −2,546−3.7% | Reduced |
| Palisade Capital Management LLC | 63,121 | $489.8K | 0.02% | −221,578−77.8% | Reduced |
| Valeo Financial Advisors, LLC | 59,850 | $464.4K | 0.01% | 00.0% | Unchanged |
| Caxton Associates LLP | 58,368 | $452.9K | 0.01% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 57,709 | $447.8K | 0.01% | +2,567+4.7% | Added |
| Royal Bank of Canada | 53,350 | $414.0K | 0.00% | −10,686−16.7% | Reduced |
| Geode Capital Management, LLC | 53,270 | $413.4K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 45,600 | $353.9K | 0.01% | 00.0% | Unchanged |
| Almitas Capital LLC | 45,000 | $349.2K | 0.08% | 00.0% | Unchanged |
| Cetera Investment Advisers | 44,126 | $342.4K | 0.00% | +564+1.3% | Added |
| Nordwand Advisors, LLC | 41,800 | $324.4K | 0.06% | 00.0% | Unchanged |
| Colter Lewis Investment Partners LLC | 39,103 | $303.4K | 0.29% | +2,540+6.9% | Added |
| Citadel Advisors LLC | 34,682 | $269.1K | 0.00% | +4,351+14.3% | Added |
| Goldman Sachs Group Inc | 33,890 | $263.0K | 0.00% | −171,043−83.5% | Reduced |
| Mackenzie Financial Corp | 33,475 | $259.8K | 0.00% | +1,117+3.5% | Added |
| International Assets Investment Management, LLC | 32,277 | $248.5K | 0.02% | 00.0% | Unchanged |
| Mirabella Financial Services LLP | 31,633 | $245.5K | 0.02% | +31,633 | New |
| Fayez Sarofim & Co | 31,317 | $243.0K | 0.00% | +1,045+3.5% | Added |
| Northern Trust Corp | 30,569 | $237.2K | 0.00% | −23,342−43.3% | Reduced |
| Oppenheimer & Co Inc | 30,502 | $236.7K | 0.00% | −2,001−6.2% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 30,404 | $235.9K | 0.00% | +30,404 | New |
| NewEdge Wealth, LLC | 30,357 | $235.6K | 0.00% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 30,292 | $235.1K | 0.00% | −134−0.4% | Reduced |
| Next Capital Management LLC | 29,680 | $230.3K | 0.07% | 00.0% | Unchanged |
| MQS Management LLC | 28,896 | $224.2K | 0.15% | +28,896 | New |
| Wiley Bros.-Aintree Capital, LLC | 27,231 | $211.3K | 0.00% | −58,267−68.2% | Reduced |
| Envestnet Asset Management Inc | 27,139 | $210.6K | 0.00% | −8,666−24.2% | Reduced |
| Stifel Financial Corp | 25,390 | $197.0K | 0.00% | −2,517−9.0% | Reduced |
| Generali Investments CEE, investicni spolecnost, a.s. | 25,251 | $195.9K | 0.01% | 00.0% | Unchanged |
| Jane Street Group, LLC | 25,009 | $194.1K | 0.00% | −365,581−93.6% | Reduced |
| Navis Wealth Advisors, LLC | 25,000 | $194.0K | 0.10% | 00.0% | Unchanged |
| CF Capital LLC | 25,000 | $194.0K | 0.23% | +25,000 | New |
| CenterStar Asset Management, LLC | 24,400 | $189.2K | 0.18% | 00.0% | Unchanged |
| Entropy Technologies, LP | 24,027 | $186.4K | 0.01% | +24,027 | New |
| Miller Global Investments, LLC | 23,815 | $184.8K | 0.17% | 00.0% | Unchanged |
| Captrust Financial Advisors | 23,209 | $180.1K | 0.00% | +5,390+30.2% | Added |
| Advyzon Investment Management, LLC | 22,730 | $176.4K | 0.02% | +6,650+41.4% | Added |
| Closed-End Fund Advisors, Inc. | 22,719 | $176.3K | 0.18% | −563,351−96.1% | Reduced |
| Empower Advisory Group, LLC | 22,206 | $172.3K | 0.00% | 00.0% | Unchanged |
| Chilton Investment Co LLC | 22,020 | $170.9K | 0.00% | −15,000−40.5% | Reduced |
| Lido Advisors, LLC | 21,508 | $166.9K | 0.00% | −333−1.5% | Reduced |
| Equitable Holdings, Inc. | 17,792 | $163.9K | 0.00% | +17,792 | New |
| First Affirmative Financial Network | 20,515 | $159.2K | 0.06% | +20,515 | New |
| Qube Research & Technologies Ltd | 20,491 | $159.0K | 0.00% | +20,491 | New |
| Brevan Howard Capital Management LP | 20,367 | $158.0K | 0.00% | +20,367 | New |
| nVerses Capital, LLC | 19,857 | $154.1K | 0.14% | +19,857 | New |
| PFG Investments, LLC | 19,717 | $153.0K | 0.01% | −883−4.3% | Reduced |