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New Mountain Finance (NMFC) Institutional Ownership

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$10.63 -0.11 (-1.02%)
Closing price 04:00 PM Eastern
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$10.62 -0.02 (-0.14%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for New Mountain Finance (NASDAQ:NMFC)

Current
Institutional Ownership
Percentage
32.08%
Number of
Institutional Buyers
(last 12 months)
100
Total
Institutional Inflows
(last 12 months)
$94.44M
Number of
Institutional Sellers
(last 12 months)
53
Total
Institutional Outflows
(last 12 months)
$95.68M
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NMFC Institutional Buying and Selling by Quarter

New Mountain Finance Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/21/2025 Catalina Capital Group LLC19,358$204K0.1%N/A0.018%
7/18/2025 PFG Investments LLC31,723$335K0.0%-6.3%0.029%
7/18/2025 Truist Financial Corp15,791$167K0.0%N/A0.015%
7/18/2025 Union Bancaire Privee UBP SA28,812$304K0.0%+5.1%0.027%
7/17/2025 Janney Montgomery Scott LLC114,904$1.21M0.0%-5.4%0.107%
7/17/2025 GraniteShares Advisors LLC248,003$2.62M1.6%+6.7%0.230%
7/16/2025 Arlington Capital Management Inc.89,799$947K0.8%N/A0.083%
7/11/2025 Farther Finance Advisors LLC48,144$508K0.0%+2.9%0.045%
7/9/2025 Key Client Fiduciary Advisors LLC39,940$421K0.2%-14.7%0.037%
7/1/2025 Confluence Investment Management LLC369,161$3.90M0.1%-15.8%0.342%
6/27/2025Goldman Sachs Group Inc.23,801$263K0.0%-63.4%0.022%
6/3/2025Inspire Investing LLC31,296$345K0.0%-11.7%0.029%
5/21/2025Acadian Asset Management LLC94,330$1.04M0.0%-49.4%0.087%
5/19/2025Jane Street Group LLC13,515$149K0.0%-87.0%0.013%
5/16/2025Everstar Asset Management LLC59,754$659K0.1%+61.2%0.055%
5/16/2025Goldman Sachs Group Inc.23,801$263K0.0%-63.4%0.022%
5/16/2025PharVision Advisers LLC25,442$281K0.4%N/A0.024%
5/16/2025Millennium Management LLC711,050$7.84M0.0%+36.9%0.659%
5/16/2025Advisors Asset Management Inc.248,327$2.74M0.1%+8.4%0.230%
5/15/2025MAI Capital Management7,295$80K0.0%+44.9%0.007%
5/15/2025Quarry LP8,095$89K0.0%+360.7%0.008%
5/15/2025Trexquant Investment LP291,634$3.22M0.0%+75.3%0.270%
5/15/2025Lansforsakringar Fondforvaltning AB publ 32,764$361K0.0%N/A0.030%
5/14/2025Epoch Investment Partners Inc.73,315$809K0.0%-13.5%0.068%
5/14/2025Comerica Bank5,660$62K0.0%-38.9%0.005%
5/14/2025BI Asset Management Fondsmaeglerselskab A S200,607$2.21M0.0%+109.0%0.186%
5/13/2025Wealthedge Investment Advisors LLC152,878$1.69M0.8%+183.4%0.142%
5/13/2025Fox Run Management L.L.C.40,117$442K0.1%+297.0%0.037%
5/13/2025Sei Investments Co.96,603$1.08M0.0%+1.3%0.090%
5/13/2025Russell Investments Group Ltd.52,644$581K0.0%N/A0.049%
5/13/2025HighTower Advisors LLC1,406,972$15.52M0.0%-46.9%1.305%
5/12/2025Virtu Financial LLC16,655$184K0.0%-6.2%0.015%
5/12/2025Entropy Technologies LP11,800$130K0.0%N/A0.011%
5/12/2025Invesco Ltd.1,091,476$12.04M0.0%+10.7%1.012%
5/12/2025Condor Capital Management13,730$151K0.0%-18.1%0.013%
5/12/2025Connor Clark & Lunn Investment Management Ltd.69,953$772K0.0%-31.0%0.065%
5/9/2025Atria Wealth Solutions Inc.23,968$264K0.0%-11.1%0.022%
5/9/2025Privium Fund Management UK Ltd45,500$499K0.4%N/A0.042%
5/9/2025LSV Asset Management2,764,111$30.49M0.1%+14.3%2.563%
5/8/2025First National Trust Co169,359$1.87M0.1%+2.9%0.157%
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5/7/2025Mackenzie Financial Corp33,890$374K0.0%N/A0.031%
5/7/2025LPL Financial LLC184,034$2.03M0.0%+5.3%0.171%
5/6/2025Cetera Investment Advisers24,146$266K0.0%+94.9%0.022%
5/6/2025Y Intercept Hong Kong Ltd57,096$630K0.0%-45.1%0.053%
5/5/2025Denali Advisors LLC118,966$1.31M0.1%+12.2%0.110%
5/5/2025Muzinich & Co. Inc.393,136$4.34M2.5%+15.5%0.365%
5/2/2025Midwest Professional Planners LTD.145,346$1.60M0.5%+2.5%0.135%
5/2/2025Prevail Innovative Wealth Advisors LLC192,281$2.12M0.6%+7.8%0.178%
5/1/2025MQS Management LLC46,305$511K0.3%+325.1%0.043%
4/30/2025Cerity Partners LLC3,451,200$38.07M0.1%-6.4%3.200%
4/29/2025Envestnet Asset Management Inc.60,337$666K0.0%-56.2%0.056%
4/29/2025 Generali Investments CEE investicni spolecnost a.s.26,672$294K0.0%N/A0.025%
4/25/2025Naviter Wealth LLC197,677$2.25M0.3%+4.5%0.183%
4/25/2025 Essex Financial Services Inc.14,609$161K0.0%-23.2%0.014%
4/25/2025Sumitomo Mitsui Trust Group Inc.387,176$4.27M0.0%+19.0%0.359%
4/24/2025Allspring Global Investments Holdings LLC407,199$4.52M0.0%-85.9%0.378%
4/24/2025 Shore Point Advisors LLC20,445$226K0.1%-6.6%0.019%
4/24/2025Transcend Capital Advisors LLC423,784$4.67M0.3%N/A0.393%
4/24/2025Tranquility Partners LLC120,472$1.33M0.5%+32.6%0.112%
4/23/2025Oppenheimer & Co. Inc.33,624$371K0.0%+7.9%0.031%
4/22/2025 PFG Investments LLC33,869$374K0.0%-4.0%0.031%
4/17/2025 Janney Montgomery Scott LLC121,447$1.34M0.0%-1.4%0.113%
4/16/2025 GraniteShares Advisors LLC232,504$2.57M1.6%+6.5%0.216%
4/15/2025 Rockingstone Advisors LLC274,402$3.03M1.4%-2.7%0.254%
4/14/2025WFA Asset Management Corp40,504$447K0.3%+820.8%0.038%
4/14/2025 Farther Finance Advisors LLC46,785$519K0.0%+30.4%0.043%
4/10/2025 Key Client Fiduciary Advisors LLC46,846$517K0.2%-5.1%0.043%
4/10/2025Hennion & Walsh Asset Management Inc.313,430$3.46M0.2%+23.3%0.291%
4/9/2025 Merit Financial Group LLC260,572$2.87M0.0%+0.4%0.242%
4/1/2025 Confluence Investment Management LLC438,682$4.84M0.1%+2.1%0.407%
3/12/2025Wealthedge Investment Advisors LLC53,942$607K0.3%N/A0.050%
2/28/2025Universal Beteiligungs und Servicegesellschaft mbH209,500$2.36M0.0%N/A0.194%
2/18/2025Vise Technologies Inc.16,494$186K0.0%+7.2%0.015%
2/17/2025Williams Jones Wealth Management LLC.14,000$158K0.0%-6.7%0.013%
2/17/2025Squarepoint Ops LLC40,292$454K0.0%+179.7%0.037%
2/17/2025Two Sigma Advisers LP959,271$10.80M0.0%-6.5%0.889%
2/17/2025Two Sigma Investments LP678,896$7.64M0.0%-9.8%0.629%
2/17/2025ProShare Advisors LLC18,161$204K0.0%+17.2%0.017%
2/17/2025Millennium Management LLC519,532$5.85M0.0%+102.2%0.482%
2/17/2025Focus Partners Wealth20,999$236K0.0%N/A0.019%
2/17/2025D. E. Shaw & Co. Inc.124,989$1.41M0.0%+161.2%0.116%
2/17/2025Dimension Capital Management LLC895,862$10.09M1.6%-16.0%0.831%
2/17/2025Cetera Investment Advisers12,392$140K0.0%-11.0%0.011%
2/17/2025Captrust Financial Advisors136,769$1.54M0.0%-2.8%0.127%
2/17/2025BNP Paribas Financial Markets7,488$84K0.0%+240.4%0.007%
2/14/2025Ares Management LLC566,186$6.38M0.0%+15.2%0.525%
2/14/2025Jane Street Group LLC104,285$1.17M0.0%+232.7%0.097%
2/14/2025Comerica Bank9,257$104K0.0%-9.1%0.009%
2/14/2025Schonfeld Strategic Advisors LLC24,325$274K0.0%-88.8%0.023%
2/14/2025Lido Advisors LLC45,557$513K0.0%+2.7%0.042%
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2/14/2025Northern Trust Corp61,228$689K0.0%+27.8%0.057%
2/14/2025Aquatic Capital Management LLC57,862$652K0.0%+880.7%0.054%
2/14/2025Virtus ETF Advisers LLC81,601$919K0.4%+29.5%0.076%
2/14/2025Stifel Financial Corp78,681$886K0.0%+66.9%0.073%
2/14/2025BI Asset Management Fondsmaeglerselskab A S95,987$1.08M0.0%+345.3%0.089%
2/13/2025CANADA LIFE ASSURANCE Co77,021$866K0.0%-7.1%0.071%
2/13/2025XTX Topco Ltd13,164$148K0.0%N/A0.012%
2/13/2025LSV Asset Management2,417,603$27.22M0.1%-2.4%2.242%
2/13/2025Raymond James Financial Inc.83,804$944K0.0%N/A0.078%
2/13/2025Legal & General Group Plc713,975$8.04M0.0%-6.5%0.662%
(Data available from 1/1/2016 forward)

NMFC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of NMFC shares?

During the previous two years, 166 institutional investors and hedge funds held shares of New Mountain Finance. The most heavily invested institutionals were Cerity Partners LLC ($38.07M), LSV Asset Management ($30.49M), Van ECK Associates Corp ($26.38M), HighTower Advisors LLC ($15.52M), JPMorgan Chase & Co. ($13.95M), Invesco Ltd. ($12.04M), and Two Sigma Advisers LP ($10.80M).Learn more on New Mountain Finance's institutional investors.

What percentage of New Mountain Finance's stock is owned by institutional investors?

32.08% of New Mountain Finance's stock is owned by institutional investors. Learn more on NMFC's institutional investor holdings.

Which institutional investors have been buying New Mountain Finance's stock?

Of the 137 institutional investors that purchased New Mountain Finance's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Invesco Ltd. ($1.04M), Van ECK Associates Corp ($1.02M), International Assets Investment Management LLC ($733.40K), LSV Asset Management ($641.28K), Acadian Asset Management LLC ($482.94K), Millennium Management LLC ($477.56K), and Confluence Investment Management LLC ($441.84K).

How much institutional buying is happening at New Mountain Finance?

Institutional investors have bought a total of 8,259,994 shares in the last 24 months. This purchase volume represents approximately $94.44M in transactions.

Which of New Mountain Finance's major shareholders have been selling company stock?

Of the 53 institutional investors that sold New Mountain Finance's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Allspring Global Investments Holdings LLC ($2.68M), HighTower Advisors LLC ($1.97M), Bank of Montreal Can ($970.95K), Cerity Partners LLC ($372.73K), International Assets Investment Management LLC ($343.23K), Tranquility Partners LLC ($307.47K), and Condor Capital Management ($301.20K).

How much institutional selling is happening at New Mountain Finance?

Institutional investors have sold a total of 8,574,609 shares in the last 24 months. This volume of shares sold represents approximately $95.68M in transactions.


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This page (NASDAQ:NMFC) was last updated on 7/24/2025 by MarketBeat.com Staff
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