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New Mountain Finance (NMFC) Institutional Ownership

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$7.56 +0.01 (+0.13%)
As of 08/21/2026 04:00 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)
85
Total
Institutional Inflows
(last 12 months)
$97.37M
Number of
Institutional Sellers
(last 12 months)
57
Total
Institutional Outflows
(last 12 months)
$104.57M
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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
8/20/2026 Rivernorth Capital Management LLC140,634$1.01M0.0%N/A0.149%
8/20/2026 Flputnam Investment Management Co.34,731$249K0.0%N/A0.037%
8/20/2026 Denali Advisors LLC71,110$510K0.1%-8.7%0.075%
8/19/2026 Van ECK Associates Corp2,145,047$15.38M0.0%+19.4%2.271%
7/9/2026 Hennion & Walsh Asset Management Inc.483,324$3.47M0.1%-5.8%0.512%
5/19/2026 Bank of America Corp DE194,097$1.51M0.0%-12.6%0.206%
5/18/2026 Royal Bank of Canada53,350$414K0.0%-16.7%0.056%
5/15/2026 Entropy Technologies LP24,027$186K0.0%N/A0.025%
5/14/2026 State of Wyoming9,148$71K0.0%N/A0.010%
5/8/2026 Glenview Trust Co17,500$136K0.0%+73.3%0.019%
5/6/2026 Catalyst Capital Advisors LLC12,000$93K0.0%N/A0.012%
4/30/2026 Sumitomo Mitsui Trust Group Inc.688,578$5.34M0.0%-0.3%0.699%
4/27/2026 HB Wealth Management LLC98,997$768K0.0%-2.3%0.100%
4/27/2026 Y Intercept Hong Kong Ltd30,404$236K0.0%N/A0.031%
4/24/2026 MQS Management LLC28,896$224K0.2%N/A0.029%
4/23/2026 GraniteShares Advisors LLC263,627$2.05M1.5%-10.3%0.268%
4/22/2026 Janney Montgomery Scott LLC71,170$552K0.0%-8.2%0.072%
4/22/2026 Union Bancaire Privee UBP SA5,193$40K0.0%-76.8%0.005%
4/20/2026 Tranquility Partners LLC316,752$2.46M0.9%+18.2%0.322%
4/16/2026 SG Americas Securities LLC15,693$122K0.0%N/A0.016%
4/16/2026 BI Asset Management Fondsmaeglerselskab A S243,132$1.89M0.0%+3.5%0.247%
3/17/2026 Rockefeller Capital Management L.P.15,312$141K0.0%+218.4%0.015%
3/13/2026 Fund Advisors of America Inc FL21,537$198K0.2%N/A0.021%
3/9/2026 Corient Private Wealth LLC808,882$7.45M0.0%N/A0.784%
3/9/2026 EMC Capital Management11,820$109K0.0%-15.0%0.011%
2/23/2026 Virtu Financial LLC21,914$202K0.0%+66.9%0.021%
2/19/2026 Invesco Ltd.1,190,357$10.96M0.0%-2.4%1.154%
2/19/2026 Corient Private Wealth LLC808,882$7.45M0.0%N/A0.784%
2/18/2026 Mercer Global Advisors Inc. ADV15,847$146K0.0%N/A0.015%
2/18/2026 XTX Topco Ltd187,632$1.73M0.0%N/A0.182%
2/18/2026 VARCOV Co.92,610$853K0.3%N/A0.090%
2/18/2026 Virtus Investment Advisers LLC85,862$791K0.2%-12.3%0.083%
2/18/2026 Tudor Investment Corp ET AL19,092$176K0.0%N/A0.019%
2/18/2026 Quadrature Capital Ltd56,578$521K0.0%+16.7%0.055%
2/18/2026 Rivernorth Capital Management LLC1,338,277$12.33M0.6%N/A1.297%
2/18/2026 Palisade Capital Management LP284,699$2.62M0.1%-95.9%0.276%
2/18/2026 Millennium Management LLC186,965$1.72M0.0%N/A0.181%
2/18/2026 Inspire Investing LLC50,906$469K0.0%+8.5%0.049%
2/17/2026 Schonfeld Strategic Advisors LLC16,380$151K0.0%N/A0.016%
2/17/2026 Almitas Capital LLC45,000$414K0.1%N/A0.044%
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2/17/2026 Colter Lewis Investment Partners LLC36,563$337K0.4%N/A0.035%
2/17/2026 Wealthedge Investment Advisors LLC20,477$189K0.1%-78.7%0.020%
2/17/2026 Trexquant Investment LP206,344$1.90M0.0%+135.3%0.200%
2/17/2026 Osaic Holdings Inc.430,731$3.97M0.0%+5.6%0.418%
2/17/2026 Russell Investments Group Ltd.350,366$3.23M0.0%-63.2%0.340%
2/17/2026 Captrust Financial Advisors17,819$164K0.0%-56.3%0.017%
2/17/2026 &PARTNERS85,498$787K0.0%+38.4%0.083%
2/17/2026 ExodusPoint Capital Management LP16,915$156K0.0%N/A0.016%
2/17/2026 Royal Bank of Canada64,036$590K0.0%-33.1%0.062%
2/16/2026 Squarepoint Ops LLC12,597$116K0.0%N/A0.012%
2/16/2026 Seven Mile Advisory10,630$98K0.0%N/A0.010%
2/16/2026 Focus Partners Wealth317,189$2.92M0.0%N/A0.307%
2/16/2026 Arax Advisory Partners44,643$411K0.0%N/A0.043%
2/13/2026 Kestra Advisory Services LLC24,852$229K0.0%-30.8%0.024%
2/13/2026 CANADA LIFE ASSURANCE Co118,695$1.09M0.0%+4.1%0.115%
2/13/2026 Williams Jones Wealth Management LLC.11,000$101K0.0%-21.4%0.011%
2/13/2026 Stifel Financial Corp27,907$257K0.0%-22.6%0.027%
2/13/2026 Ares Management LLC602,575$5.55M0.3%+1.0%0.584%
2/13/2026 Advyzon Investment Management LLC16,080$148K0.0%+25.3%0.016%
2/13/2026 Truffle Hound Capital LLC550,000$5.07M1.3%N/A0.533%
2/13/2026 State Street Corp131,594$1.21M0.0%+23.9%0.128%
2/13/2026 Van ECK Associates Corp2,339,114$21.54M0.0%-9.7%2.267%
2/13/2026 Wells Fargo & Company MN357,712$3.30M0.0%-17.7%0.347%
2/12/2026 Advisors Asset Management Inc.178,778$1.65M0.0%-22.8%0.173%
2/12/2026 Jane Street Group LLC390,590$3.60M0.0%+3,336.8%0.379%
2/12/2026 Commonwealth Equity Services LLC68,043$627K0.0%-18.6%0.066%
2/12/2026 Campbell & CO Investment Adviser LLC84,336$777K0.0%+98.6%0.082%
2/12/2026 Wedbush Securities Inc.16,025$148K0.0%-8.6%0.016%
2/11/2026 Janney Montgomery Scott LLC77,519$714K0.0%-25.6%0.075%
2/11/2026 Fox Run Management L.L.C.22,800$210K0.0%N/A0.022%
2/11/2026 Cerity Partners LLC1,042,196$9.60M0.0%-49.7%1.010%
2/11/2026 Next Capital Management LLC29,680$273K0.1%+13.5%0.029%
2/11/2026 LPL Financial LLC233,810$2.15M0.0%-16.9%0.227%
2/11/2026 Franklin Resources Inc.455,022$4.19M0.0%-0.9%0.441%
2/11/2026 JPMorgan Chase & Co.2,038,662$18.78M0.0%+27.8%1.976%
2/11/2026 Closed End Fund Advisors Inc.586,070$5.40M3.2%N/A0.568%
2/11/2026 BI Asset Management Fondsmaeglerselskab A S235,016$2.16M0.0%+13.7%0.228%
2/10/2026 Goldman Sachs Group Inc.204,933$1.89M0.0%N/A0.199%
2/10/2026 Calton & Associates Inc.13,609$125K0.0%N/A0.013%
2/10/2026 Rothschild Investment LLC16,000$147K0.0%-15.8%0.016%
2/9/2026 Harbour Investments Inc.4,348$40K0.0%-31.5%0.004%
2/9/2026 Legal & General Group Plc742,423$6.83M0.0%+13.5%0.720%
2/6/2026 LSV Asset Management2,986,718$27.51M0.1%+13.4%2.895%
2/6/2026 ProShare Advisors LLC14,259$131K0.0%-27.4%0.014%
2/6/2026 HighTower Advisors LLC518,232$4.77M0.0%-0.5%0.502%
2/3/2026 Denali Advisors LLC78,828$726K0.1%-19.1%0.076%
2/3/2026 Oak Family Advisors LLC13,445$124K0.0%N/A0.013%
2/3/2026Alpha Cubed Investments LLC10,164$94K0.0%N/A0.010%
2/3/2026 Nordwand Advisors LLC41,800$385K0.1%N/A0.041%
2/3/2026 Tranquility Partners LLC268,073$2.47M0.9%-15.3%0.260%
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2/2/2026 Mutual Advisors LLC55,142$508K0.0%-3.8%0.053%
2/2/2026 Oppenheimer & Co. Inc.32,503$299K0.0%-3.5%0.032%
1/29/2026 UBS Group AG1,541,128$14.19M0.0%+33.4%1.494%
1/28/2026 HB Wealth Management LLC101,354$933K0.0%N/A0.098%
1/28/2026 Universal Beteiligungs und Servicegesellschaft mbH344,000$3.17M0.0%+64.2%0.333%
1/27/2026 GraniteShares Advisors LLC293,799$2.71M1.6%+8.0%0.285%
1/27/2026 CenterStar Asset Management LLC24,400$225K0.1%+60.5%0.024%
1/26/2026 PFG Investments LLC20,600$190K0.0%-30.3%0.020%
1/23/2026 Farther Finance Advisors LLC36,520$336K0.0%-16.2%0.035%
1/23/2026 Transcend Capital Advisors LLC420,509$3.87M0.3%-41.3%0.408%


NMFC Institutional Ownership - Frequently Asked Questions

During the previous two years, 184 institutional investors and hedge funds held shares of New Mountain Finance. The most heavily invested institutionals were LSV Asset Management ($27.51M), JPMorgan Chase & Co. ($18.78M), Van ECK Associates Corp ($15.38M), UBS Group AG ($14.19M), Invesco Ltd. ($10.96M), Two Sigma Advisers LP ($10.80M), and Dimension Capital Management LLC ($10.02M).Learn more on New Mountain Finance's institutional investors.

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

Of the 150 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: Corient Private Wealth LLC ($1.62M), Rivernorth Capital Management LLC ($1.48M), Invesco Ltd. ($1.23M), JPMorgan Chase & Co. ($1.19M), Van ECK Associates Corp ($725.92K), Transcend Capital Advisors LLC ($715.79K), and LSV Asset Management ($699.57K).

Institutional investors have bought a total of 10,629,248 shares in the last 24 months. This purchase volume represents approximately $97.37M in transactions.

Of the 57 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: Palisade Capital Management LP ($6.64M), Cerity Partners LLC ($1.73M), Russell Investments Group Ltd. ($602.28K), Two Sigma Investments LP ($302.88K), Transcend Capital Advisors LLC ($295.28K), Van ECK Associates Corp ($250.68K), and Franklin Resources Inc. ($188.41K).

Institutional investors have sold a total of 11,295,776 shares in the last 24 months. This volume of shares sold represents approximately $104.57M in transactions.


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Institutional ownership data for NASDAQ:NMFC is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/20/2026. New 13F filings are added each quarter as they're published.
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