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 |
|---|---|---|---|---|---|
| Apella Capital, LLC | 17,525 | $149.0K | 0.00% | 00.0% | Unchanged |
| Fund Advisors of America Inc | 18,882 | $146.5K | 0.15% | −2,655−12.3% | Reduced |
| ProShare Advisors LLC | 18,406 | $142.8K | 0.00% | +4,147+29.1% | Added |
| Susquehanna International Group, LLP | 17,707 | $137.4K | 0.00% | −95,104−84.3% | Reduced |
| Glenview Trust Co | 17,500 | $135.8K | 0.00% | +7,400+73.3% | Added |
| Calton & Associates, Inc. | 16,465 | $127.8K | 0.02% | +2,856+21.0% | Added |
| Sanders Morris Harris LLC | 16,375 | $127.1K | 0.02% | +16,375 | New |
| Rothschild Investment LLC | 16,000 | $124.2K | 0.01% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 16,000 | $124.2K | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Inc | 15,981 | $124.0K | 0.00% | −8,784−35.5% | Reduced |
| Wedbush Securities Inc | 16,025 | $124.0K | 0.00% | 00.0% | Unchanged |
| Genesee Capital Advisors, LLC | 15,896 | $123.4K | 0.05% | +5,166+48.1% | Added |
| SG Americas Securities, LLC | 15,693 | $122.0K | 0.00% | +15,693 | New |
| Creative Planning | 14,255 | $110.6K | 0.00% | +493+3.6% | Added |
| Wealthedge Investment Advisors, LLC | 12,700 | $98.6K | 0.04% | −7,777−38.0% | 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 |
| Sowell Financial Services LLC | 11,488 | $89.1K | 0.00% | −1,479−11.4% | Reduced |
| Williams Jones Wealth Management, LLC. | 11,000 | $85.4K | 0.00% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 10,620 | $82.4K | 0.00% | +10,620 | New |
| Rockefeller Capital Management L.P. | 10,503 | $81.5K | 0.00% | −4,809−31.4% | Reduced |
| AE Wealth Management LLC | 10,448 | $81.1K | 0.00% | −65−0.6% | Reduced |
| Brown Advisory Inc | 10,000 | $77.6K | 0.00% | 00.0% | Unchanged |
| Verity & Verity, LLC | 10,000 | $77.6K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 9,148 | $71.0K | 0.01% | +9,148 | New |
| Sound Income Strategies, LLC | 7,683 | $59.2K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 6,000 | $46.6K | 0.00% | −8,000−57.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 5,422 | $42.1K | 0.00% | +5,422 | New |
| Union Bancaire Privee, UBP SA | 5,193 | $39.6K | 0.00% | −17,199−76.8% | Reduced |
| State of Alaska, Department of Revenue | 4,895 | $37.0K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 4,756 | $36.9K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 4,348 | $33.7K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 3,600 | $27.9K | 0.01% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 2,573 | $20.0K | 0.00% | +2,573 | New |
| The PNC Financial Services Group, Inc. | 2,300 | $17.8K | 0.00% | +2,000+666.7% | Added |
| GWM Advisors LLC | 1,697 | $13.2K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,553 | $12.1K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,100 | $8.54K | 0.00% | +1,100 | New |
| Pin Oak Investment Advisors Inc | 969 | $8.00K | 0.01% | 00.0% | Unchanged |
| First Horizon Corp | 1,000 | $7.76K | 0.00% | 00.0% | Unchanged |
| Natixis | 550 | $4.27K | 0.00% | +18+3.4% | Added |
| Bank & Trust Co | 422 | $3.27K | 0.00% | 00.0% | Unchanged |
| Chelsea Counsel Co | 340 | $2.64K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 308 | $2.39K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 300 | $2.33K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 274 | $2.13K | 0.00% | +11+4.2% | Added |
| CWM, LLC | 225 | $1.75K | 0.00% | −590−72.4% | Reduced |
| Umb Bank N A | 225 | $1.75K | 0.00% | 00.0% | Unchanged |
| Community Financial Services Group, LLC | 200 | $1.54K | 0.00% | +200 | New |
| Jones Financial Companies LLLP | 166 | $1.25K | 0.00% | −271−62.0% | Reduced |
| Allworth Financial LP | 95 | $735 | 0.00% | +5+5.6% | Added |
| Caitong International Asset Management Co., Ltd | 76 | $590 | 0.00% | +76 | New |
| Citigroup Inc | 5 | $39 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $8 | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 1 | $8 | 0.00% | 00.0% | Unchanged |
| Rivernorth Capital Management, LLC | 0 | $0 | 0.00% | −1,338,277−100.0% | Sold out |
| Ares Management LLC | 0 | $0 | 0.00% | −602,575−100.0% | Sold out |
| Truffle Hound Capital, LLC | 0 | $0 | 0.00% | −550,000−100.0% | Sold out |
| Franklin Resources Inc | 0 | $0 | 0.00% | −455,022−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −275,000−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −56,578−100.0% | Sold out |
| CWM Advisors, LLC | 0 | $0 | 0.00% | −50,906−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −44,643−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −37,261−100.0% | Sold out |
| Reuter James Wealth Management, LLC | 0 | $0 | 0.00% | −34,299−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −24,852−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −22,800−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −21,914−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −19,092−100.0% | Sold out |
| TrueMark Investments, LLC | 0 | $0 | 0.00% | −18,558−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −17,936−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −17,727−100.0% | Sold out |
| PharVision Advisers, LLC | 0 | $0 | 0.00% | −17,017−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −16,380−100.0% | Sold out |
| Whittier Trust Co | 0 | $0 | 0.00% | −16,222−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −16,200−100.0% | Sold out |
| Mercer Global Advisors Inc | 0 | $0 | 0.00% | −15,847−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −14,848−100.0% | Sold out |
| Condor Capital Management | 0 | $0 | 0.00% | −14,107−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −13,818−100.0% | Sold out |
| Oak Family Advisors, LLC | 0 | $0 | 0.00% | −13,445−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −12,597−100.0% | Sold out |
| Seven Mile Advisory | 0 | $0 | 0.00% | −10,630−100.0% | Sold out |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0 | $0 | 0.00% | −9,581−100.0% | Sold out |
| WealthCollab, LLC | 0 | $0 | 0.00% | −1,761−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −1,149−100.0% | Sold out |
| Flagship Harbor Advisors, LLC | 0 | $0 | 0.00% | −651−100.0% | Sold out |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −485−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | 0 | Sold out |
| EMC Capital Management | – | – | – | – | Not filed |
| Alpha Cubed Investments, LLC | – | – | – | – | Not filed |
| CIBC Private Wealth Group, LLC | – | – | – | – | Not filed |
| Comerica Bank | – | – | – | – | Not filed |