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New Mountain Finance (NMFC) Institutional Ownership

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$9.82 -0.09 (-0.91%)
Closing price 09/22/2025 04:00 PM Eastern
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$9.82 0.00 (0.00%)
As of 09/22/2025 04:58 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)
107
Total
Institutional Inflows
(last 12 months)
$100.88M
Number of
Institutional Sellers
(last 12 months)
65
Total
Institutional Outflows
(last 12 months)
$106.21M
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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
9/4/2025 Osaic Holdings Inc.394,174$4.16M0.0%+7.8%0.371%
8/18/2025 Caxton Associates LLP40,695$429K0.0%N/A0.038%
8/15/2025 CANADA LIFE ASSURANCE Co95,805$1.01M0.0%+2.8%0.090%
8/15/2025 Captrust Financial Advisors51,713$546K0.0%-56.2%0.049%
8/15/2025 Prevail Innovative Wealth Advisors LLC182,461$1.93M0.4%-5.1%0.172%
8/15/2025 Zuckerman Investment Group LLC15,000$158K0.0%N/A0.014%
8/15/2025 Boothbay Fund Management LLC13,623$144K0.0%N/A0.013%
8/15/2025 Ares Management LLC596,371$6.29M0.0%+5.3%0.561%
8/14/2025 Raymond James Financial Inc.76,053$802K0.0%-3.8%0.072%
8/14/2025 Glenview Trust co10,100$107K0.0%N/A0.009%
8/14/2025 Sei Investments Co.30,317$320K0.0%-68.6%0.029%
8/14/2025 Dimension Capital Management LLC950,072$10.02M1.6%+17.0%0.893%
8/14/2025 Qube Research & Technologies Ltd48,060$507K0.0%-50.4%0.045%
8/14/2025 Cerity Partners LLC2,769,051$29.21M0.1%-19.8%2.603%
8/13/2025 Jump Financial LLC20,552$217K0.0%N/A0.019%
8/13/2025 Marshall Wace LLP218,263$2.30M0.0%N/A0.205%
8/13/2025 Invesco Ltd.1,029,661$10.86M0.0%-5.7%0.968%
8/13/2025 PharVision Advisers LLC35,877$379K0.5%+41.0%0.034%
8/13/2025 Quantbot Technologies LP18,859$199K0.0%N/A0.018%
8/13/2025 Wealthedge Investment Advisors LLC139,893$1.48M0.6%-8.5%0.132%
8/13/2025 Everstar Asset Management LLC65,578$692K0.4%+9.7%0.062%
8/13/2025 Lido Advisors LLC33,240$351K0.0%+38.0%0.031%
8/13/2025 Virtus Investment Advisers LLC87,901$927K0.3%-10.3%0.083%
8/12/2025 Advisors Asset Management Inc.215,999$2.28M0.0%-13.0%0.203%
8/12/2025 XTX Topco Ltd16,302$172K0.0%N/A0.015%
8/12/2025 Franklin Resources Inc.643,433$6.79M0.0%+18.1%0.605%
8/12/2025 Legal & General Group Plc708,066$7.48M0.0%-1.3%0.666%
8/12/2025 MAI Capital Management5,336$56K0.0%-26.9%0.005%
8/12/2025 JPMorgan Chase & Co.1,232,203$13M0.0%-0.7%1.159%
8/11/2025 EMC Capital Management13,906$147K0.1%-24.7%0.013%
8/11/2025 Dorsey & Whitney Trust CO LLC112,410$1.19M0.1%-17.0%0.106%
8/11/2025 Midwest Professional Planners LTD.150,065$1.58M0.4%+3.2%0.141%
8/8/2025 MTM Investment Management LLC3,600$38K0.0%N/A0.003%
8/8/2025 Cetera Investment Advisers35,164$371K0.0%+45.6%0.033%
8/8/2025 Advyzon Investment Management LLC11,937$126K0.0%N/A0.011%
8/7/2025 Vise Technologies Inc.15,771$166K0.0%N/A0.015%
8/7/2025 ProShare Advisors LLC18,790$198K0.0%-5.3%0.018%
8/7/2025 Acadian Asset Management LLC345,926$3.65M0.0%+266.7%0.325%
8/7/2025 Campbell & CO Investment Adviser LLC15,998$169K0.0%N/A0.015%
8/5/2025 Huntington National Bank4,534$48K0.0%+311.8%0.004%
8/5/2025 Next Capital Management LLC26,150$276K0.1%N/A0.024%
8/5/2025 Bank of Montreal Can38,753$409K0.0%-18.2%0.036%
8/4/2025 Bay Colony Advisory Group Inc d b a Bay Colony Advisors11,918$126K0.0%N/A0.011%
8/4/2025 Muzinich & Co. Inc.575,474$6.07M2.6%+46.4%0.534%
8/4/2025 Spire Wealth Management39,200$414K0.0%+4.0%0.036%
8/1/2025 Y Intercept Hong Kong Ltd14,772$156K0.0%-74.1%0.014%
8/1/2025 Transcend Capital Advisors LLC714,104$7.53M0.6%+68.5%0.662%
8/1/2025 Envestnet Asset Management Inc.45,545$480K0.0%-24.5%0.042%
7/31/2025 MQS Management LLC21,633$228K0.1%-53.3%0.020%
7/31/2025 Sumitomo Mitsui Trust Group Inc.491,424$5.19M0.0%+26.9%0.456%
7/31/2025 Moloney Securities Asset Management LLC28,047$296K0.0%-8.0%0.026%
7/30/2025 Denali Advisors LLC115,826$1.22M0.1%-2.6%0.107%
7/30/2025 Whittier Trust Co.16,222$171K0.0%-66.3%0.015%
7/29/2025 International Assets Investment Management LLC32,438$342K0.0%+3.8%0.030%
7/28/2025 Mutual Advisors LLC59,953$635K0.0%+87.0%0.056%
7/28/2025 Naviter Wealth LLC205,757$2.17M0.3%+4.1%0.191%
7/25/2025 Tranquility Partners LLC232,087$2.45M0.9%+92.6%0.215%
7/24/2025 Inspire Investing LLC36,844$389K0.0%+17.7%0.034%
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%
6/27/2025 Goldman Sachs Group Inc.23,801$263K0.0%-63.4%0.022%
6/3/2025 Inspire 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 publ32,764$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%
5/7/2025Mackenzie Financial Corp33,890$374K0.0%N/A0.031%
5/7/2025LPL Financial LLC184,034$2.03M0.0%+5.3%0.171%
(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, 174 institutional investors and hedge funds held shares of New Mountain Finance. The most heavily invested institutionals were LSV Asset Management ($30.49M), Cerity Partners LLC ($29.21M), Van ECK Associates Corp ($26.38M), HighTower Advisors LLC ($15.52M), JPMorgan Chase & Co. ($13M), Invesco Ltd. ($10.86M), 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 145 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 ($734.58K), Acadian Asset Management LLC ($734.54K), Transcend Capital Advisors LLC ($714.10K), Millennium Management LLC ($477.56K), and Franklin Resources Inc. ($461.35K).

How much institutional buying is happening at New Mountain Finance?

Institutional investors have bought a total of 9,029,211 shares in the last 24 months. This purchase volume represents approximately $100.88M in transactions.

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

Of the 65 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 ($2.66M), HighTower Advisors LLC ($1.97M), Cerity Partners LLC ($1.05M), Bank of Montreal Can ($979.55K), 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 9,596,455 shares in the last 24 months. This volume of shares sold represents approximately $106.21M in transactions.


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This page (NASDAQ:NMFC) was last updated on 9/23/2025 by MarketBeat.com Staff
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