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New Mountain Finance (NMFC) Institutional Ownership

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$6.90 -0.13 (-1.78%)
As of 10:56 AM Eastern
This is a fair market value price provided by Massive. Learn more.
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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)
88
Total
Institutional Inflows
(last 12 months)
$99.09M
Number of
Institutional Sellers
(last 12 months)
57
Total
Institutional Outflows
(last 12 months)
$105.19M
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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
10/1/2026Confluence Investment Management LLC283,303$1.96M0.0%+2.1%0.300%
9/9/2026Integrated Wealth Concepts LLC3,700$27K0.0%N/A0.004%
9/9/2026Squarepoint Ops LLC18,619$133K0.0%N/A0.020%
8/27/2026Corient Private Wealth LP1,125,657$8.07M0.0%+29.2%1.192%
8/23/2026HB Wealth Management LLC12,206$88K0.0%-87.7%0.013%
8/20/2026Rivernorth Capital Management LLC140,634$1.01M0.0%N/A0.149%
8/20/2026Flputnam Investment Management Co.34,731$249K0.0%N/A0.037%
8/20/2026Denali Advisors LLC71,110$510K0.1%-8.7%0.075%
8/19/2026Van ECK Associates Corp2,145,047$15.38M0.0%+19.4%2.271%
7/9/2026Hennion & Walsh Asset Management Inc.483,324$3.47M0.1%-5.8%0.512%
5/19/2026Bank of America Corp DE194,097$1.51M0.0%-12.6%0.206%
5/18/2026Royal Bank of Canada53,350$414K0.0%-16.7%0.056%
5/15/2026Entropy Technologies LP24,027$186K0.0%N/A0.025%
5/14/2026State of Wyoming9,148$71K0.0%N/A0.010%
5/8/2026Glenview Trust Co17,500$136K0.0%+73.3%0.019%
5/6/2026Catalyst Capital Advisors LLC12,000$93K0.0%N/A0.012%
4/30/2026Sumitomo Mitsui Trust Group Inc.688,578$5.34M0.0%-0.3%0.699%
4/27/2026HB Wealth Management LLC98,997$768K0.0%-2.3%0.100%
4/27/2026Y Intercept Hong Kong Ltd30,404$236K0.0%N/A0.031%
4/24/2026MQS Management LLC28,896$224K0.2%N/A0.029%
4/23/2026GraniteShares Advisors LLC263,627$2.05M1.5%-10.3%0.268%
4/22/2026Janney Montgomery Scott LLC71,170$552K0.0%-8.2%0.072%
4/22/2026Union Bancaire Privee UBP SA5,193$40K0.0%-76.8%0.005%
4/20/2026Tranquility Partners LLC316,752$2.46M0.9%+18.2%0.322%
4/16/2026SG Americas Securities LLC15,693$122K0.0%N/A0.016%
4/16/2026BI Asset Management Fondsmaeglerselskab A S243,132$1.89M0.0%+3.5%0.247%
3/17/2026Rockefeller Capital Management L.P.15,312$141K0.0%+218.4%0.015%
3/13/2026Fund Advisors of America Inc FL21,537$198K0.2%N/A0.021%
3/9/2026Corient Private Wealth LLC808,882$7.45M0.0%N/A0.784%
3/9/2026EMC Capital Management11,820$109K0.0%-15.0%0.011%
2/23/2026Virtu Financial LLC21,914$202K0.0%+66.9%0.021%
2/19/2026Invesco Ltd.1,190,357$10.96M0.0%-2.4%1.154%
2/19/2026Corient Private Wealth LLC808,882$7.45M0.0%N/A0.784%
2/18/2026Mercer Global Advisors Inc. ADV15,847$146K0.0%N/A0.015%
2/18/2026XTX Topco Ltd187,632$1.73M0.0%N/A0.182%
2/18/2026VARCOV Co.92,610$853K0.3%N/A0.090%
2/18/2026Virtus Investment Advisers LLC85,862$791K0.2%-12.3%0.083%
2/18/2026Tudor Investment Corp ET AL19,092$176K0.0%N/A0.019%
2/18/2026Quadrature Capital Ltd56,578$521K0.0%+16.7%0.055%
2/18/2026Rivernorth Capital Management LLC1,338,277$12.33M0.6%N/A1.297%
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2/18/2026Palisade Capital Management LP284,699$2.62M0.1%-95.9%0.276%
2/18/2026Millennium Management LLC186,965$1.72M0.0%N/A0.181%
2/18/2026Inspire Investing LLC50,906$469K0.0%+8.5%0.049%
2/17/2026Schonfeld Strategic Advisors LLC16,380$151K0.0%N/A0.016%
2/17/2026Almitas Capital LLC45,000$414K0.1%N/A0.044%
2/17/2026Colter Lewis Investment Partners LLC36,563$337K0.4%N/A0.035%
2/17/2026Wealthedge Investment Advisors LLC20,477$189K0.1%-78.7%0.020%
2/17/2026Trexquant Investment LP206,344$1.90M0.0%+135.3%0.200%
2/17/2026Osaic Holdings Inc.430,731$3.97M0.0%+5.6%0.418%
2/17/2026Russell Investments Group Ltd.350,366$3.23M0.0%-63.2%0.340%
2/17/2026Captrust Financial Advisors17,819$164K0.0%-56.3%0.017%
2/17/2026&PARTNERS85,498$787K0.0%+38.4%0.083%
2/17/2026ExodusPoint Capital Management LP16,915$156K0.0%N/A0.016%
2/17/2026Royal Bank of Canada64,036$590K0.0%-33.1%0.062%
2/16/2026Squarepoint Ops LLC12,597$116K0.0%N/A0.012%
2/16/2026Seven Mile Advisory10,630$98K0.0%N/A0.010%
2/16/2026Focus Partners Wealth317,189$2.92M0.0%N/A0.307%
2/16/2026Arax Advisory Partners44,643$411K0.0%N/A0.043%
2/13/2026Kestra Advisory Services LLC24,852$229K0.0%-30.8%0.024%
2/13/2026CANADA LIFE ASSURANCE Co118,695$1.09M0.0%+4.1%0.115%
2/13/2026Williams Jones Wealth Management LLC.11,000$101K0.0%-21.4%0.011%
2/13/2026Stifel Financial Corp27,907$257K0.0%-22.6%0.027%
2/13/2026Ares Management LLC602,575$5.55M0.3%+1.0%0.584%
2/13/2026Advyzon Investment Management LLC16,080$148K0.0%+25.3%0.016%
2/13/2026Truffle Hound Capital LLC550,000$5.07M1.3%N/A0.533%
2/13/2026State Street Corp131,594$1.21M0.0%+23.9%0.128%
2/13/2026Van ECK Associates Corp2,339,114$21.54M0.0%-9.7%2.267%
2/13/2026Wells Fargo & Company MN357,712$3.30M0.0%-17.7%0.347%
2/12/2026Advisors Asset Management Inc.178,778$1.65M0.0%-22.8%0.173%
2/12/2026Jane Street Group LLC390,590$3.60M0.0%+3,336.8%0.379%
2/12/2026Commonwealth Equity Services LLC68,043$627K0.0%-18.6%0.066%
2/12/2026Campbell & CO Investment Adviser LLC84,336$777K0.0%+98.6%0.082%
2/12/2026Wedbush Securities Inc.16,025$148K0.0%-8.6%0.016%
2/11/2026Janney Montgomery Scott LLC77,519$714K0.0%-25.6%0.075%
2/11/2026Fox Run Management L.L.C.22,800$210K0.0%N/A0.022%
2/11/2026Cerity Partners LLC1,042,196$9.60M0.0%-49.7%1.010%
2/11/2026Next Capital Management LLC29,680$273K0.1%+13.5%0.029%
2/11/2026LPL Financial LLC233,810$2.15M0.0%-16.9%0.227%
2/11/2026Franklin Resources Inc.455,022$4.19M0.0%-0.9%0.441%
2/11/2026JPMorgan Chase & Co.2,038,662$18.78M0.0%+27.8%1.976%
2/11/2026Closed End Fund Advisors Inc.586,070$5.40M3.2%N/A0.568%
2/11/2026BI Asset Management Fondsmaeglerselskab A S235,016$2.16M0.0%+13.7%0.228%
2/10/2026Goldman Sachs Group Inc.204,933$1.89M0.0%N/A0.199%
2/10/2026Calton & Associates Inc.13,609$125K0.0%N/A0.013%
2/10/2026Rothschild Investment LLC16,000$147K0.0%-15.8%0.016%
2/9/2026Harbour Investments Inc.4,348$40K0.0%-31.5%0.004%
2/9/2026Legal & General Group Plc742,423$6.83M0.0%+13.5%0.720%
2/6/2026LSV Asset Management2,986,718$27.51M0.1%+13.4%2.895%
2/6/2026ProShare Advisors LLC14,259$131K0.0%-27.4%0.014%
2/6/2026HighTower Advisors LLC518,232$4.77M0.0%-0.5%0.502%
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2/3/2026Denali Advisors LLC78,828$726K0.1%-19.1%0.076%
2/3/2026Oak Family Advisors LLC13,445$124K0.0%N/A0.013%
2/3/2026Alpha Cubed Investments LLC10,164$94K0.0%N/A0.010%
2/3/2026Nordwand Advisors LLC41,800$385K0.1%N/A0.041%
2/3/2026Tranquility Partners LLC268,073$2.47M0.9%-15.3%0.260%
2/2/2026Mutual Advisors LLC55,142$508K0.0%-3.8%0.053%
2/2/2026Oppenheimer & Co. Inc.32,503$299K0.0%-3.5%0.032%
1/29/2026UBS Group AG1,541,128$14.19M0.0%+33.4%1.494%
1/28/2026HB Wealth Management LLC101,354$933K0.0%N/A0.098%
1/28/2026Universal Beteiligungs und Servicegesellschaft mbH344,000$3.17M0.0%+64.2%0.333%


NMFC Institutional Ownership - Frequently Asked Questions

During the previous two years, 185 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 151 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 10,882,972 shares in the last 24 months. This purchase volume represents approximately $99.09M 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 11,382,567 shares in the last 24 months. This volume of shares sold represents approximately $105.19M in transactions.


Related Companies

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 10/1/2026. New 13F filings are added each quarter as they're published.
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