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, Q2 2026
Institutional positions in New Mountain Finance Corp as of Jun 30, 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
- 143
- −9 vs. Q1 2026
- Shares held
- 28.0M
- +396.8K (+1.4%) vs. Q1 2026
- Total value
- $200.9M
- −$13.5M (−6.3%) vs. Q1 2026
- New holders
- 17
- 46 more added
- Sold out
- 26
- 40 more reduced
3 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding New Mountain Finance Corp; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Arkadios Wealth Advisors | 16,000 | $114.7K | 0.00% | 00.0% | Unchanged |
| Wealthedge Investment Advisors, LLC | 15,817 | $113.4K | 0.04% | +3,117+24.5% | Added |
| Fox Run Management, L.L.C. | 15,076 | $108.1K | 0.02% | +15,076 | New |
| Creative Planning | 13,826 | $99.1K | 0.00% | −429−3.0% | Reduced |
| Envestnet Asset Management Inc | 12,863 | $92.2K | 0.00% | −14,276−52.6% | Reduced |
| Jain Global LLC | 12,800 | $91.8K | 0.00% | +12,800 | New |
| Commonwealth Equity Services, LLC | 12,521 | $89.8K | 0.00% | −52,976−80.9% | Reduced |
| Sunbeam Capital Management, LLC | 12,300 | $88.2K | 0.04% | +12,300 | New |
| HB Wealth Management, LLC | 12,206 | $87.5K | 0.00% | −86,791−87.7% | Reduced |
| Fund Advisors of America Inc | 11,875 | $85.1K | 0.08% | −7,007−37.1% | Reduced |
| Joel Isaacson & Co., LLC | 10,620 | $76.1K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 10,600 | $76.0K | 0.00% | +10,600 | New |
| Brown Advisory Inc | 10,000 | $71.7K | 0.00% | 00.0% | Unchanged |
| Verity & Verity, LLC | 10,000 | $71.7K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 10,000 | $71.7K | 0.00% | +10,000 | New |
| Mission Wealth Management, LP | 10,000 | $71.7K | 0.00% | +10,000 | New |
| The PNC Financial Services Group, Inc. | 9,519 | $68.3K | 0.00% | +7,219+313.9% | Added |
| Rockefeller Capital Management L.P. | 9,176 | $65.8K | 0.00% | −1,327−12.6% | Reduced |
| BNP Paribas Arbitrage, SA | 6,835 | $49.0K | 0.00% | +2,079+43.7% | Added |
| Bryn Mawr Trust Co | 6,000 | $43.0K | 0.00% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 4,895 | $35.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 4,348 | $31.2K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 4,007 | $28.7K | 0.00% | +4,007 | New |
| Fifth Third Bancorp | 3,078 | $22.1K | 0.00% | +1,978+179.8% | Added |
| Geneos Wealth Management Inc. | 1,553 | $11.1K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,215 | $8.71K | 0.00% | −482−28.4% | Reduced |
| First Horizon Corp | 1,000 | $7.17K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 969 | $7.00K | 0.00% | 00.0% | Unchanged |
| Natixis | 572 | $4.10K | 0.00% | +22+4.0% | Added |
| Bank & Trust Co | 422 | $3.03K | 0.00% | 00.0% | Unchanged |
| Chelsea Counsel Co | 340 | $2.44K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 308 | $2.21K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 300 | $2.15K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 283 | $2.03K | 0.00% | +9+3.3% | Added |
| Umb Bank N A | 225 | $1.61K | 0.00% | 00.0% | Unchanged |
| Community Financial Services Group, LLC | 200 | $1.44K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 149 | $1.07K | 0.00% | +73+96.1% | Added |
| Compass Financial Management LLC | 104 | $778 | 0.00% | +104 | New |
| Quarry LP | 92 | $660 | 0.00% | +92 | New |
| Citigroup Inc | 5 | $36 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $7 | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 1 | $7 | 0.00% | 00.0% | Unchanged |
| Union Bancaire Privee, UBP SA | 5,193 | – | – | 00.0% | Unchanged |
| Trexquant Investment LP | 0 | $0 | 0.00% | −114,972−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −72,031−100.0% | Sold out |
| Valeo Financial Advisors, LLC | 0 | $0 | 0.00% | −59,850−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −31,633−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −30,404−100.0% | Sold out |
| Wiley Bros.-Aintree Capital, LLC | 0 | $0 | 0.00% | −27,231−100.0% | Sold out |
| Navis Wealth Advisors, LLC | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| CF Capital LLC | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −24,027−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −20,491−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −20,367−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −17,707−100.0% | Sold out |
| Calton & Associates, Inc. | 0 | $0 | 0.00% | −16,465−100.0% | Sold out |
| Wedbush Securities Inc | 0 | $0 | 0.00% | −16,025−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −15,693−100.0% | Sold out |
| SMH Capital Advisors Inc | 0 | $0 | 0.00% | −12,000−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −11,488−100.0% | Sold out |
| Williams Jones Wealth Management, LLC. | 0 | $0 | 0.00% | −11,000−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −10,448−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −9,148−100.0% | Sold out |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −7,683−100.0% | Sold out |
| Steward Partners Investment Advisory, LLC | 0 | $0 | 0.00% | −5,422−100.0% | Sold out |
| MTM Investment Management, LLC | 0 | $0 | 0.00% | −3,600−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −2,573−100.0% | Sold out |
| Jones Financial Companies LLLP | 0 | $0 | 0.00% | −166−100.0% | Sold out |
| Allworth Financial LP | 0 | $0 | 0.00% | −95−100.0% | Sold out |
| Mill Creek Capital Advisors, LLC | – | – | – | – | Not filed |
| First Affirmative Financial Network | – | – | – | – | Not filed |
| CWM, LLC | – | – | – | – | Not filed |