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New Mountain Finance (NMFC) Institutional Ownership

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$10.75 -0.04 (-0.37%)
As of 12:38 PM Eastern

Institutional Ownership Changes (13F Filings) for New Mountain Finance (NASDAQ:NMFC)

Current
Institutional Ownership
Percentage
32.08%
Number of
Institutional Buyers
(last 12 months)
102
Total
Institutional Inflows
(last 12 months)
$94.58M
Number of
Institutional Sellers
(last 12 months)
53
Total
Institutional Outflows
(last 12 months)
$94.73M
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NMFC Institutional Buying and Selling by Quarter

New Mountain Finance Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/3/2025 Inspire Investing LLC31,296$345K0.0%-11.7%0.029%
5/21/2025 Acadian Asset Management LLC94,330$1.04M0.0%-49.4%0.087%
5/19/2025 Jane Street Group LLC13,515$149K0.0%-87.0%0.013%
5/16/2025 Everstar Asset Management LLC59,754$659K0.1%+61.2%0.055%
5/16/2025 Goldman Sachs Group Inc.23,801$263K0.0%-63.4%0.022%
5/16/2025 PharVision Advisers LLC25,442$281K0.4%N/A0.024%
5/16/2025 Millennium Management LLC711,050$7.84M0.0%+36.9%0.659%
5/16/2025 Advisors Asset Management Inc.248,327$2.74M0.1%+8.4%0.230%
5/15/2025 MAI Capital Management7,295$80K0.0%+44.9%0.007%
5/15/2025 Quarry LP8,095$89K0.0%+360.7%0.008%
5/15/2025 Trexquant Investment LP291,634$3.22M0.0%+75.3%0.270%
5/15/2025 Lansforsakringar Fondforvaltning AB publ 32,764$361K0.0%N/A0.030%
5/14/2025 Epoch Investment Partners Inc.73,315$809K0.0%-13.5%0.068%
5/14/2025 Comerica Bank5,660$62K0.0%-38.9%0.005%
5/14/2025 BI Asset Management Fondsmaeglerselskab A S200,607$2.21M0.0%+109.0%0.186%
5/13/2025 Wealthedge Investment Advisors LLC152,878$1.69M0.8%+183.4%0.142%
5/13/2025 Fox Run Management L.L.C.40,117$442K0.1%+297.0%0.037%
5/13/2025 Sei Investments Co.96,603$1.08M0.0%+1.3%0.090%
5/13/2025 Russell Investments Group Ltd.52,644$581K0.0%N/A0.049%
5/13/2025 HighTower Advisors LLC1,406,972$15.52M0.0%-46.9%1.305%
5/12/2025 Virtu Financial LLC16,655$184K0.0%-6.2%0.015%
5/12/2025 Entropy Technologies LP11,800$130K0.0%N/A0.011%
5/12/2025 Invesco Ltd.1,091,476$12.04M0.0%+10.7%1.012%
5/12/2025 Condor Capital Management13,730$151K0.0%-18.1%0.013%
5/12/2025 Connor Clark & Lunn Investment Management Ltd.69,953$772K0.0%-31.0%0.065%
5/9/2025 Atria Wealth Solutions Inc.23,968$264K0.0%-11.1%0.022%
5/9/2025 Privium Fund Management UK Ltd45,500$499K0.4%N/A0.042%
5/9/2025 LSV Asset Management2,764,111$30.49M0.1%+14.3%2.563%
5/8/2025 First National Trust Co169,359$1.87M0.1%+2.9%0.157%
5/7/2025 Mackenzie Financial Corp33,890$374K0.0%N/A0.031%
5/7/2025 LPL Financial LLC184,034$2.03M0.0%+5.3%0.171%
5/6/2025 Cetera Investment Advisers24,146$266K0.0%+94.9%0.022%
5/6/2025 Y Intercept Hong Kong Ltd57,096$630K0.0%-45.1%0.053%
5/5/2025 Denali Advisors LLC118,966$1.31M0.1%+12.2%0.110%
5/5/2025 Muzinich & Co. Inc.393,136$4.34M2.5%+15.5%0.365%
5/2/2025 Midwest Professional Planners LTD.145,346$1.60M0.5%+2.5%0.135%
5/2/2025 Prevail Innovative Wealth Advisors LLC192,281$2.12M0.6%+7.8%0.178%
5/1/2025 MQS Management LLC46,305$511K0.3%+325.1%0.043%
4/30/2025 Cerity Partners LLC3,451,200$38.07M0.1%-6.4%3.200%
4/29/2025 Envestnet Asset Management Inc.60,337$666K0.0%-56.2%0.056%
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4/29/2025 Generali Investments CEE investicni spolecnost a.s.26,672$294K0.0%N/A0.025%
4/25/2025 Naviter 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%
4/25/2025 Sumitomo Mitsui Trust Group Inc.387,176$4.27M0.0%+19.0%0.359%
4/24/2025 Allspring 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%
4/24/2025 Transcend Capital Advisors LLC423,784$4.67M0.3%N/A0.393%
4/24/2025 Tranquility Partners LLC120,472$1.33M0.5%+32.6%0.112%
4/23/2025 Oppenheimer & 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%
4/14/2025 WFA 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%
4/10/2025 Hennion & 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%
3/12/2025 Wealthedge Investment Advisors LLC53,942$607K0.3%N/A0.050%
2/28/2025 Universal Beteiligungs und Servicegesellschaft mbH209,500$2.36M0.0%N/A0.194%
2/18/2025Vise Technologies Inc.16,494$186K0.0%+7.2%0.015%
2/17/2025 Williams Jones Wealth Management LLC.14,000$158K0.0%-6.7%0.013%
2/17/2025 Squarepoint Ops LLC40,292$454K0.0%+179.7%0.037%
2/17/2025 Two Sigma Advisers LP959,271$10.80M0.0%-6.5%0.889%
2/17/2025 Two Sigma Investments LP678,896$7.64M0.0%-9.8%0.629%
2/17/2025 ProShare Advisors LLC18,161$204K0.0%+17.2%0.017%
2/17/2025 Millennium Management LLC519,532$5.85M0.0%+102.2%0.482%
2/17/2025 Focus Partners Wealth20,999$236K0.0%N/A0.019%
2/17/2025 D. E. Shaw & Co. Inc.124,989$1.41M0.0%+161.2%0.116%
2/17/2025 Dimension Capital Management LLC895,862$10.09M1.6%-16.0%0.831%
2/17/2025 Cetera Investment Advisers12,392$140K0.0%-11.0%0.011%
2/17/2025 Captrust Financial Advisors136,769$1.54M0.0%-2.8%0.127%
2/17/2025 BNP Paribas Financial Markets7,488$84K0.0%+240.4%0.007%
2/14/2025 Ares Management LLC566,186$6.38M0.0%+15.2%0.525%
2/14/2025 Jane Street Group LLC104,285$1.17M0.0%+232.7%0.097%
2/14/2025 Comerica Bank9,257$104K0.0%-9.1%0.009%
2/14/2025 Schonfeld Strategic Advisors LLC24,325$274K0.0%-88.8%0.023%
2/14/2025 Lido Advisors LLC45,557$513K0.0%+2.7%0.042%
2/14/2025 Northern Trust Corp61,228$689K0.0%+27.8%0.057%
2/14/2025 Aquatic Capital Management LLC57,862$652K0.0%+880.7%0.054%
2/14/2025 Virtus ETF Advisers LLC81,601$919K0.4%+29.5%0.076%
2/14/2025 Stifel Financial Corp78,681$886K0.0%+66.9%0.073%
2/14/2025 BI Asset Management Fondsmaeglerselskab A S95,987$1.08M0.0%+345.3%0.089%
2/13/2025 CANADA LIFE ASSURANCE Co77,021$866K0.0%-7.1%0.071%
2/13/2025 XTX Topco Ltd13,164$148K0.0%N/A0.012%
2/13/2025 LSV Asset Management2,417,603$27.22M0.1%-2.4%2.242%
2/13/2025 Raymond James Financial Inc.83,804$944K0.0%N/A0.078%
2/13/2025 Legal & General Group Plc713,975$8.04M0.0%-6.5%0.662%
2/13/2025 Invesco Ltd.985,917$11.10M0.0%+1,929.2%0.914%
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2/13/2025 Bank of Montreal Can47,355$533K0.0%-95.3%0.044%
2/13/2025 Cerity Partners LLC3,686,210$41.51M0.1%-3.6%3.418%
2/13/2025 Envestnet Asset Management Inc.137,773$1.55M0.0%+139.8%0.128%
2/13/2025 Wedbush Securities Inc.18,250$205K0.0%-37.6%0.017%
2/13/2025 Dynamic Technology Lab Private Ltd27,081$305K0.0%N/A0.025%
2/12/2025 ExodusPoint Capital Management LP26,291$296K0.0%+107.9%0.024%
2/12/2025 Trexquant Investment LP166,404$1.87M0.0%+139.2%0.154%
2/12/2025 Franklin Resources Inc.362,751$4.09M0.0%+62.0%0.336%
2/12/2025 Everstar Asset Management LLC37,075$417K0.3%-28.0%0.034%
2/12/2025 Prevail Innovative Wealth Advisors LLC178,374$2.01M0.6%-6.7%0.165%
(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, 165 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 NMFC's institutional investors.

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

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

Which institutional investors have been buying New Mountain Finance stock?

Of the 136 institutional investors that purchased New Mountain Finance 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 ($443.12K).

How much institutional buying is happening at New Mountain Finance?

Institutional investors have bought a total of 12,240,183 shares in the last 24 months. This purchase volume represents approximately $145.30M in transactions.

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

Of the 79 institutional investors that sold New Mountain Finance stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Allspring Global Investments Holdings LLC ($2.77M), HighTower Advisors LLC ($1.97M), Bank of Montreal Can ($970.95K), Cerity Partners LLC ($534.61K), International Assets Investment Management LLC ($354.75K), Cliffwater LLC ($320.94K), and Tranquility Partners LLC ($307.47K).

How much institutional selling is happening at New Mountain Finance?

Institutional investors have sold a total of 10,026,602 shares in the last 24 months. This volume of shares sold represents approximately $114.34M in transactions.



This page (NASDAQ:NMFC) was last updated on 6/12/2025 by MarketBeat.com Staff
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