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New Mountain Finance (NMFC) Institutional Ownership

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$9.29 +0.36 (+4.03%)
Closing price 04:00 PM Eastern
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$9.30 +0.02 (+0.16%)
As of 06:26 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)
$100.81M
Number of
Institutional Sellers
(last 12 months)
64
Total
Institutional Outflows
(last 12 months)
$106.10M
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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
10/9/2025 Rockingstone Advisors LLC186,932$1.80M0.9%-7.3%0.176%
10/7/2025 Sanders Morris Harris LLC16,375$158K0.0%-10.9%0.015%
9/4/2025Osaic Holdings Inc.394,174$4.16M0.0%+7.8%0.371%
8/18/2025Caxton Associates LLP40,695$429K0.0%N/A0.038%
8/15/2025CANADA LIFE ASSURANCE Co95,805$1.01M0.0%+2.8%0.090%
8/15/2025Captrust Financial Advisors51,713$546K0.0%-56.2%0.049%
8/15/2025Prevail Innovative Wealth Advisors LLC182,461$1.93M0.4%-5.1%0.172%
8/15/2025Zuckerman Investment Group LLC15,000$158K0.0%N/A0.014%
8/15/2025Boothbay Fund Management LLC13,623$144K0.0%N/A0.013%
8/15/2025Ares Management LLC596,371$6.29M0.0%+5.3%0.561%
8/14/2025Raymond James Financial Inc.76,053$802K0.0%-3.8%0.072%
8/14/2025Glenview Trust co10,100$107K0.0%N/A0.009%
8/14/2025Sei Investments Co.30,317$320K0.0%-68.6%0.029%
8/14/2025Dimension Capital Management LLC950,072$10.02M1.6%+17.0%0.893%
8/14/2025Qube Research & Technologies Ltd48,060$507K0.0%-50.4%0.045%
8/14/2025Cerity Partners LLC2,769,051$29.21M0.1%-19.8%2.603%
8/13/2025Jump Financial LLC20,552$217K0.0%N/A0.019%
8/13/2025Marshall Wace LLP218,263$2.30M0.0%N/A0.205%
8/13/2025Invesco Ltd.1,029,661$10.86M0.0%-5.7%0.968%
8/13/2025PharVision Advisers LLC35,877$379K0.5%+41.0%0.034%
8/13/2025Quantbot Technologies LP18,859$199K0.0%N/A0.018%
8/13/2025Wealthedge Investment Advisors LLC139,893$1.48M0.6%-8.5%0.132%
8/13/2025Everstar Asset Management LLC65,578$692K0.4%+9.7%0.062%
8/13/2025Lido Advisors LLC33,240$351K0.0%+38.0%0.031%
8/13/2025Virtus Investment Advisers LLC87,901$927K0.3%-10.3%0.083%
8/12/2025Advisors Asset Management Inc.215,999$2.28M0.0%-13.0%0.203%
8/12/2025XTX Topco Ltd16,302$172K0.0%N/A0.015%
8/12/2025Franklin Resources Inc.643,433$6.79M0.0%+18.1%0.605%
8/12/2025Legal & General Group Plc708,066$7.48M0.0%-1.3%0.666%
8/12/2025MAI Capital Management5,336$56K0.0%-26.9%0.005%
8/12/2025JPMorgan Chase & Co.1,232,203$13M0.0%-0.7%1.159%
8/11/2025EMC Capital Management13,906$147K0.1%-24.7%0.013%
8/11/2025Dorsey & Whitney Trust CO LLC112,410$1.19M0.1%-17.0%0.106%
8/11/2025Midwest Professional Planners LTD.150,065$1.58M0.4%+3.2%0.141%
8/8/2025MTM Investment Management LLC3,600$38K0.0%N/A0.003%
8/8/2025Cetera Investment Advisers35,164$371K0.0%+45.6%0.033%
8/8/2025Advyzon Investment Management LLC11,937$126K0.0%N/A0.011%
8/7/2025Vise Technologies Inc.15,771$166K0.0%N/A0.015%
8/7/2025ProShare Advisors LLC18,790$198K0.0%-5.3%0.018%
8/7/2025Acadian Asset Management LLC345,926$3.65M0.0%+266.7%0.325%
8/7/2025Campbell & CO Investment Adviser LLC15,998$169K0.0%N/A0.015%
8/5/2025Huntington National Bank4,534$48K0.0%+311.8%0.004%
8/5/2025Next Capital Management LLC26,150$276K0.1%N/A0.024%
8/5/2025Bank of Montreal Can38,753$409K0.0%-18.2%0.036%
8/4/2025Bay Colony Advisory Group Inc d b a Bay Colony Advisors11,918$126K0.0%N/A0.011%
8/4/2025Muzinich & Co. Inc.575,474$6.07M2.6%+46.4%0.534%
8/4/2025Spire Wealth Management39,200$414K0.0%+4.0%0.036%
8/1/2025Y Intercept Hong Kong Ltd14,772$156K0.0%-74.1%0.014%
8/1/2025Transcend Capital Advisors LLC714,104$7.53M0.6%+68.5%0.662%
8/1/2025Envestnet Asset Management Inc.45,545$480K0.0%-24.5%0.042%
7/31/2025MQS Management LLC21,633$228K0.1%-53.3%0.020%
7/31/2025Sumitomo Mitsui Trust Group Inc.491,424$5.19M0.0%+26.9%0.456%
7/31/2025Moloney Securities Asset Management LLC28,047$296K0.0%-8.0%0.026%
7/30/2025Denali Advisors LLC115,826$1.22M0.1%-2.6%0.107%
7/30/2025Whittier Trust Co.16,222$171K0.0%-66.3%0.015%
7/29/2025International Assets Investment Management LLC32,438$342K0.0%+3.8%0.030%
7/28/2025Mutual Advisors LLC59,953$635K0.0%+87.0%0.056%
7/28/2025Naviter Wealth LLC205,757$2.17M0.3%+4.1%0.191%
7/25/2025Tranquility Partners LLC232,087$2.45M0.9%+92.6%0.215%
7/24/2025Inspire Investing LLC36,844$389K0.0%+17.7%0.034%
7/21/2025Catalina Capital Group LLC19,358$204K0.1%N/A0.018%
7/18/2025PFG Investments LLC31,723$335K0.0%-6.3%0.029%
7/18/2025Truist Financial Corp15,791$167K0.0%N/A0.015%
7/18/2025 Union Bancaire Privee UBP SA28,812$304K0.0%+5.1%0.027%
7/17/2025Janney Montgomery Scott LLC114,904$1.21M0.0%-5.4%0.107%
7/17/2025GraniteShares Advisors LLC248,003$2.62M1.6%+6.7%0.230%
7/16/2025Arlington Capital Management Inc.89,799$947K0.8%N/A0.083%
7/11/2025Farther Finance Advisors LLC48,144$508K0.0%+2.9%0.045%
7/9/2025Key Client Fiduciary Advisors LLC39,940$421K0.2%-14.7%0.037%
7/1/2025Confluence 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 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%
(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 9,023,543 shares in the last 24 months. This purchase volume represents approximately $100.81M in transactions.

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

Of the 64 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 9,589,910 shares in the last 24 months. This volume of shares sold represents approximately $106.10M in transactions.


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This page (NASDAQ:NMFC) was last updated on 10/13/2025 by MarketBeat.com Staff
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