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 |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $8 | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 1 | $8 | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 5 | $39 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 76 | $590 | 0.00% | +76 | New |
| Allworth Financial LP | 95 | $735 | 0.00% | +5+5.6% | Added |
| Jones Financial Companies LLLP | 166 | $1.25K | 0.00% | −271−62.0% | Reduced |
| Community Financial Services Group, LLC | 200 | $1.54K | 0.00% | +200 | New |
| CWM, LLC | 225 | $1.75K | 0.00% | −590−72.4% | Reduced |
| Umb Bank N A | 225 | $1.75K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 274 | $2.13K | 0.00% | +11+4.2% | Added |
| Parallel Advisors, LLC | 300 | $2.33K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 308 | $2.39K | 0.00% | 00.0% | Unchanged |
| Chelsea Counsel Co | 340 | $2.64K | 0.00% | 00.0% | Unchanged |
| Bank & Trust Co | 422 | $3.27K | 0.00% | 00.0% | Unchanged |
| Natixis | 550 | $4.27K | 0.00% | +18+3.4% | Added |
| First Horizon Corp | 1,000 | $7.76K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 969 | $8.00K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,100 | $8.54K | 0.00% | +1,100 | New |
| Geneos Wealth Management Inc. | 1,553 | $12.1K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,697 | $13.2K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 2,300 | $17.8K | 0.00% | +2,000+666.7% | Added |
| Advisory Services Network, LLC | 2,573 | $20.0K | 0.00% | +2,573 | New |
| MTM Investment Management, LLC | 3,600 | $27.9K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 4,348 | $33.7K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 4,756 | $36.9K | 0.00% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 4,895 | $37.0K | 0.00% | 00.0% | Unchanged |
| Union Bancaire Privee, UBP SA | 5,193 | $39.6K | 0.00% | −17,199−76.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 5,422 | $42.1K | 0.00% | +5,422 | New |
| Bryn Mawr Trust Co | 6,000 | $46.6K | 0.00% | −8,000−57.1% | Reduced |
| Sound Income Strategies, LLC | 7,683 | $59.2K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 9,148 | $71.0K | 0.01% | +9,148 | New |
| Brown Advisory Inc | 10,000 | $77.6K | 0.00% | 00.0% | Unchanged |
| Verity & Verity, LLC | 10,000 | $77.6K | 0.01% | 00.0% | Unchanged |
| AE Wealth Management LLC | 10,448 | $81.1K | 0.00% | −65−0.6% | Reduced |
| Rockefeller Capital Management L.P. | 10,503 | $81.5K | 0.00% | −4,809−31.4% | Reduced |
| Joel Isaacson & Co., LLC | 10,620 | $82.4K | 0.00% | +10,620 | New |
| Williams Jones Wealth Management, LLC. | 11,000 | $85.4K | 0.00% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 11,488 | $89.1K | 0.00% | −1,479−11.4% | Reduced |
| SMH Capital Advisors Inc | 12,000 | $93.1K | 0.26% | +12,000 | New |
| Catalyst Capital Advisors LLC | 12,000 | $93.1K | 0.00% | +12,000 | New |
| Wealthedge Investment Advisors, LLC | 12,700 | $98.6K | 0.04% | −7,777−38.0% | Reduced |
| Creative Planning | 14,255 | $110.6K | 0.00% | +493+3.6% | Added |
| SG Americas Securities, LLC | 15,693 | $122.0K | 0.00% | +15,693 | New |
| Genesee Capital Advisors, LLC | 15,896 | $123.4K | 0.05% | +5,166+48.1% | Added |
| Wedbush Securities Inc | 16,025 | $124.0K | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Inc | 15,981 | $124.0K | 0.00% | −8,784−35.5% | Reduced |
| Rothschild Investment LLC | 16,000 | $124.2K | 0.01% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 16,000 | $124.2K | 0.00% | 00.0% | Unchanged |
| Sanders Morris Harris LLC | 16,375 | $127.1K | 0.02% | +16,375 | New |
| Calton & Associates, Inc. | 16,465 | $127.8K | 0.02% | +2,856+21.0% | Added |
| Glenview Trust Co | 17,500 | $135.8K | 0.00% | +7,400+73.3% | Added |
| Susquehanna International Group, LLP | 17,707 | $137.4K | 0.00% | −95,104−84.3% | Reduced |
| ProShare Advisors LLC | 18,406 | $142.8K | 0.00% | +4,147+29.1% | Added |
| Fund Advisors of America Inc | 18,882 | $146.5K | 0.15% | −2,655−12.3% | Reduced |
| Apella Capital, LLC | 17,525 | $149.0K | 0.00% | 00.0% | Unchanged |
| PFG Investments, LLC | 19,717 | $153.0K | 0.01% | −883−4.3% | Reduced |
| nVerses Capital, LLC | 19,857 | $154.1K | 0.14% | +19,857 | New |
| Brevan Howard Capital Management LP | 20,367 | $158.0K | 0.00% | +20,367 | New |
| Qube Research & Technologies Ltd | 20,491 | $159.0K | 0.00% | +20,491 | New |
| First Affirmative Financial Network | 20,515 | $159.2K | 0.06% | +20,515 | New |
| Equitable Holdings, Inc. | 17,792 | $163.9K | 0.00% | +17,792 | New |
| Lido Advisors, LLC | 21,508 | $166.9K | 0.00% | −333−1.5% | Reduced |
| Chilton Investment Co LLC | 22,020 | $170.9K | 0.00% | −15,000−40.5% | Reduced |
| Empower Advisory Group, LLC | 22,206 | $172.3K | 0.00% | 00.0% | Unchanged |
| Closed-End Fund Advisors, Inc. | 22,719 | $176.3K | 0.18% | −563,351−96.1% | Reduced |
| Advyzon Investment Management, LLC | 22,730 | $176.4K | 0.02% | +6,650+41.4% | Added |
| Captrust Financial Advisors | 23,209 | $180.1K | 0.00% | +5,390+30.2% | Added |
| Miller Global Investments, LLC | 23,815 | $184.8K | 0.17% | 00.0% | Unchanged |
| Entropy Technologies, LP | 24,027 | $186.4K | 0.01% | +24,027 | New |
| CenterStar Asset Management, LLC | 24,400 | $189.2K | 0.18% | 00.0% | Unchanged |
| 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 |
| Jane Street Group, LLC | 25,009 | $194.1K | 0.00% | −365,581−93.6% | Reduced |
| Generali Investments CEE, investicni spolecnost, a.s. | 25,251 | $195.9K | 0.01% | 00.0% | Unchanged |
| Stifel Financial Corp | 25,390 | $197.0K | 0.00% | −2,517−9.0% | Reduced |
| Envestnet Asset Management Inc | 27,139 | $210.6K | 0.00% | −8,666−24.2% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 27,231 | $211.3K | 0.00% | −58,267−68.2% | Reduced |
| MQS Management LLC | 28,896 | $224.2K | 0.15% | +28,896 | New |
| Next Capital Management LLC | 29,680 | $230.3K | 0.07% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 30,292 | $235.1K | 0.00% | −134−0.4% | Reduced |
| NewEdge Wealth, LLC | 30,357 | $235.6K | 0.00% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 30,404 | $235.9K | 0.00% | +30,404 | New |
| Oppenheimer & Co Inc | 30,502 | $236.7K | 0.00% | −2,001−6.2% | Reduced |
| Northern Trust Corp | 30,569 | $237.2K | 0.00% | −23,342−43.3% | Reduced |
| Fayez Sarofim & Co | 31,317 | $243.0K | 0.00% | +1,045+3.5% | Added |
| Mirabella Financial Services LLP | 31,633 | $245.5K | 0.02% | +31,633 | New |
| International Assets Investment Management, LLC | 32,277 | $248.5K | 0.02% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 33,475 | $259.8K | 0.00% | +1,117+3.5% | Added |
| Goldman Sachs Group Inc | 33,890 | $263.0K | 0.00% | −171,043−83.5% | Reduced |
| Citadel Advisors LLC | 34,682 | $269.1K | 0.00% | +4,351+14.3% | Added |
| Colter Lewis Investment Partners LLC | 39,103 | $303.4K | 0.29% | +2,540+6.9% | Added |
| Nordwand Advisors, LLC | 41,800 | $324.4K | 0.06% | 00.0% | Unchanged |
| Cetera Investment Advisers | 44,126 | $342.4K | 0.00% | +564+1.3% | Added |
| Almitas Capital LLC | 45,000 | $349.2K | 0.08% | 00.0% | Unchanged |
| Spire Wealth Management | 45,600 | $353.9K | 0.01% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 53,270 | $413.4K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 53,350 | $414.0K | 0.00% | −10,686−16.7% | Reduced |
| Mutual Advisors, LLC | 57,709 | $447.8K | 0.01% | +2,567+4.7% | Added |
| Caxton Associates LLP | 58,368 | $452.9K | 0.01% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 59,850 | $464.4K | 0.01% | 00.0% | Unchanged |