New Mountain Finance (NMFC) Institutional Ownership

$7.24 +0.01 (+0.14%)

Closing price 09/11/2026 04:00 PM Eastern

Extended Trading

$7.36 +0.13 (+1.73%)

As of 09/11/2026 07:30 PM Eastern

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Current Institutional Ownership Percentage: 32.08%
Number of Institutional Buyers (last 12 months): 87
Total Institutional Inflows (last 12 months): $99.05M

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 Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
9/9/2026	Integrated Wealth Concepts LLC	3,700	$27K	0.0%	N/A	0.004%
9/9/2026	Squarepoint Ops LLC	18,619	$133K	0.0%	N/A	0.020%
8/27/2026	Corient Private Wealth LP	1,125,657	$8.07M	0.0%	+29.2%	1.192%
8/23/2026	HB Wealth Management LLC	12,206	$88K	0.0%	-87.7%	0.013%
8/20/2026	Rivernorth Capital Management LLC	140,634	$1.01M	0.0%	N/A	0.149%
8/20/2026	Flputnam Investment Management Co.	34,731	$249K	0.0%	N/A	0.037%
8/20/2026	Denali Advisors LLC	71,110	$510K	0.1%	-8.7%	0.075%
8/19/2026	Van ECK Associates Corp	2,145,047	$15.38M	0.0%	+19.4%	2.271%
7/9/2026	Hennion & Walsh Asset Management Inc.	483,324	$3.47M	0.1%	-5.8%	0.512%
5/19/2026	Bank of America Corp DE	194,097	$1.51M	0.0%	-12.6%	0.206%
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5/18/2026	Royal Bank of Canada	53,350	$414K	0.0%	-16.7%	0.056%
5/15/2026	Entropy Technologies LP	24,027	$186K	0.0%	N/A	0.025%
5/14/2026	State of Wyoming	9,148	$71K	0.0%	N/A	0.010%
5/8/2026	Glenview Trust Co	17,500	$136K	0.0%	+73.3%	0.019%
5/6/2026	Catalyst Capital Advisors LLC	12,000	$93K	0.0%	N/A	0.012%
4/30/2026	Sumitomo Mitsui Trust Group Inc.	688,578	$5.34M	0.0%	-0.3%	0.699%
4/27/2026	HB Wealth Management LLC	98,997	$768K	0.0%	-2.3%	0.100%
4/27/2026	Y Intercept Hong Kong Ltd	30,404	$236K	0.0%	N/A	0.031%
4/24/2026	MQS Management LLC	28,896	$224K	0.2%	N/A	0.029%
4/23/2026	GraniteShares Advisors LLC	263,627	$2.05M	1.5%	-10.3%	0.268%
4/22/2026	Janney Montgomery Scott LLC	71,170	$552K	0.0%	-8.2%	0.072%
4/22/2026	Union Bancaire Privee UBP SA	5,193	$40K	0.0%	-76.8%	0.005%
4/20/2026	Tranquility Partners LLC	316,752	$2.46M	0.9%	+18.2%	0.322%
4/16/2026	SG Americas Securities LLC	15,693	$122K	0.0%	N/A	0.016%
4/16/2026	BI Asset Management Fondsmaeglerselskab A S	243,132	$1.89M	0.0%	+3.5%	0.247%
3/17/2026	Rockefeller Capital Management L.P.	15,312	$141K	0.0%	+218.4%	0.015%
3/13/2026	Fund Advisors of America Inc FL	21,537	$198K	0.2%	N/A	0.021%
3/9/2026	Corient Private Wealth LLC	808,882	$7.45M	0.0%	N/A	0.784%
3/9/2026	EMC Capital Management	11,820	$109K	0.0%	-15.0%	0.011%
2/23/2026	Virtu Financial LLC	21,914	$202K	0.0%	+66.9%	0.021%
2/19/2026	Invesco Ltd.	1,190,357	$10.96M	0.0%	-2.4%	1.154%
2/19/2026	Corient Private Wealth LLC	808,882	$7.45M	0.0%	N/A	0.784%
2/18/2026	Mercer Global Advisors Inc. ADV	15,847	$146K	0.0%	N/A	0.015%
2/18/2026	XTX Topco Ltd	187,632	$1.73M	0.0%	N/A	0.182%
2/18/2026	VARCOV Co.	92,610	$853K	0.3%	N/A	0.090%
2/18/2026	Virtus Investment Advisers LLC	85,862	$791K	0.2%	-12.3%	0.083%
2/18/2026	Tudor Investment Corp ET AL	19,092	$176K	0.0%	N/A	0.019%
2/18/2026	Quadrature Capital Ltd	56,578	$521K	0.0%	+16.7%	0.055%
2/18/2026	Rivernorth Capital Management LLC	1,338,277	$12.33M	0.6%	N/A	1.297%
2/18/2026	Palisade Capital Management LP	284,699	$2.62M	0.1%	-95.9%	0.276%
Elon Musk to Trigger Next AI Wave on November 11th? (Ad) Jeff Brown picked Nvidia in 2016, before shares surged 37,800 percent. Now he's identified another AI company the same size Nvidia was a decade ago. Brown says this firm's patented technology can produce intelligence up to 1,000 times faster than standard AI, and he expects Elon Musk to fuel demand starting November 11. The technology is protected by 150 patents. See Jeff Brown's full research on this AI stock now
2/18/2026	Millennium Management LLC	186,965	$1.72M	0.0%	N/A	0.181%
2/18/2026	Inspire Investing LLC	50,906	$469K	0.0%	+8.5%	0.049%
2/17/2026	Schonfeld Strategic Advisors LLC	16,380	$151K	0.0%	N/A	0.016%
2/17/2026	Almitas Capital LLC	45,000	$414K	0.1%	N/A	0.044%
2/17/2026	Colter Lewis Investment Partners LLC	36,563	$337K	0.4%	N/A	0.035%
2/17/2026	Wealthedge Investment Advisors LLC	20,477	$189K	0.1%	-78.7%	0.020%
2/17/2026	Trexquant Investment LP	206,344	$1.90M	0.0%	+135.3%	0.200%
2/17/2026	Osaic Holdings Inc.	430,731	$3.97M	0.0%	+5.6%	0.418%
2/17/2026	Russell Investments Group Ltd.	350,366	$3.23M	0.0%	-63.2%	0.340%
2/17/2026	Captrust Financial Advisors	17,819	$164K	0.0%	-56.3%	0.017%
2/17/2026	&PARTNERS	85,498	$787K	0.0%	+38.4%	0.083%
2/17/2026	ExodusPoint Capital Management LP	16,915	$156K	0.0%	N/A	0.016%
2/17/2026	Royal Bank of Canada	64,036	$590K	0.0%	-33.1%	0.062%
2/16/2026	Squarepoint Ops LLC	12,597	$116K	0.0%	N/A	0.012%
2/16/2026	Seven Mile Advisory	10,630	$98K	0.0%	N/A	0.010%
2/16/2026	Focus Partners Wealth	317,189	$2.92M	0.0%	N/A	0.307%
2/16/2026	Arax Advisory Partners	44,643	$411K	0.0%	N/A	0.043%
2/13/2026	Kestra Advisory Services LLC	24,852	$229K	0.0%	-30.8%	0.024%
2/13/2026	CANADA LIFE ASSURANCE Co	118,695	$1.09M	0.0%	+4.1%	0.115%
2/13/2026	Williams Jones Wealth Management LLC.	11,000	$101K	0.0%	-21.4%	0.011%
2/13/2026	Stifel Financial Corp	27,907	$257K	0.0%	-22.6%	0.027%
2/13/2026	Ares Management LLC	602,575	$5.55M	0.3%	+1.0%	0.584%
2/13/2026	Advyzon Investment Management LLC	16,080	$148K	0.0%	+25.3%	0.016%
2/13/2026	Truffle Hound Capital LLC	550,000	$5.07M	1.3%	N/A	0.533%
2/13/2026	State Street Corp	131,594	$1.21M	0.0%	+23.9%	0.128%
2/13/2026	Van ECK Associates Corp	2,339,114	$21.54M	0.0%	-9.7%	2.267%
2/13/2026	Wells Fargo & Company MN	357,712	$3.30M	0.0%	-17.7%	0.347%
2/12/2026	Advisors Asset Management Inc.	178,778	$1.65M	0.0%	-22.8%	0.173%
2/12/2026	Jane Street Group LLC	390,590	$3.60M	0.0%	+3,336.8%	0.379%
2/12/2026	Commonwealth Equity Services LLC	68,043	$627K	0.0%	-18.6%	0.066%
2/12/2026	Campbell & CO Investment Adviser LLC	84,336	$777K	0.0%	+98.6%	0.082%
2/12/2026	Wedbush Securities Inc.	16,025	$148K	0.0%	-8.6%	0.016%
2/11/2026	Janney Montgomery Scott LLC	77,519	$714K	0.0%	-25.6%	0.075%
2/11/2026	Fox Run Management L.L.C.	22,800	$210K	0.0%	N/A	0.022%
2/11/2026	Cerity Partners LLC	1,042,196	$9.60M	0.0%	-49.7%	1.010%
2/11/2026	Next Capital Management LLC	29,680	$273K	0.1%	+13.5%	0.029%
2/11/2026	LPL Financial LLC	233,810	$2.15M	0.0%	-16.9%	0.227%
2/11/2026	Franklin Resources Inc.	455,022	$4.19M	0.0%	-0.9%	0.441%
2/11/2026	JPMorgan Chase & Co.	2,038,662	$18.78M	0.0%	+27.8%	1.976%
2/11/2026	Closed End Fund Advisors Inc.	586,070	$5.40M	3.2%	N/A	0.568%
2/11/2026	BI Asset Management Fondsmaeglerselskab A S	235,016	$2.16M	0.0%	+13.7%	0.228%
2/10/2026	Goldman Sachs Group Inc.	204,933	$1.89M	0.0%	N/A	0.199%
2/10/2026	Calton & Associates Inc.	13,609	$125K	0.0%	N/A	0.013%
2/10/2026	Rothschild Investment LLC	16,000	$147K	0.0%	-15.8%	0.016%
2/9/2026	Harbour Investments Inc.	4,348	$40K	0.0%	-31.5%	0.004%
2/9/2026	Legal & General Group Plc	742,423	$6.83M	0.0%	+13.5%	0.720%
2/6/2026	LSV Asset Management	2,986,718	$27.51M	0.1%	+13.4%	2.895%
2/6/2026	ProShare Advisors LLC	14,259	$131K	0.0%	-27.4%	0.014%
2/6/2026	HighTower Advisors LLC	518,232	$4.77M	0.0%	-0.5%	0.502%
2/3/2026	Denali Advisors LLC	78,828	$726K	0.1%	-19.1%	0.076%
Elon Musk to Trigger Next AI Wave on November 11th? (Ad) Jeff Brown picked Nvidia in 2016, before shares surged 37,800 percent. Now he's identified another AI company the same size Nvidia was a decade ago. Brown says this firm's patented technology can produce intelligence up to 1,000 times faster than standard AI, and he expects Elon Musk to fuel demand starting November 11. The technology is protected by 150 patents. See Jeff Brown's full research on this AI stock now
2/3/2026	Oak Family Advisors LLC	13,445	$124K	0.0%	N/A	0.013%
2/3/2026	Alpha Cubed Investments LLC	10,164	$94K	0.0%	N/A	0.010%
2/3/2026	Nordwand Advisors LLC	41,800	$385K	0.1%	N/A	0.041%
2/3/2026	Tranquility Partners LLC	268,073	$2.47M	0.9%	-15.3%	0.260%
2/2/2026	Mutual Advisors LLC	55,142	$508K	0.0%	-3.8%	0.053%
2/2/2026	Oppenheimer & Co. Inc.	32,503	$299K	0.0%	-3.5%	0.032%
1/29/2026	UBS Group AG	1,541,128	$14.19M	0.0%	+33.4%	1.494%
1/28/2026	HB Wealth Management LLC	101,354	$933K	0.0%	N/A	0.098%
1/28/2026	Universal Beteiligungs und Servicegesellschaft mbH	344,000	$3.17M	0.0%	+64.2%	0.333%
1/27/2026	GraniteShares Advisors LLC	293,799	$2.71M	1.6%	+8.0%	0.285%

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 10,877,278 shares in the last 24 months. This purchase volume represents approximately $99.05M 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.

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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 9/9/2026. New 13F filings are added each quarter as they're published.

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New Mountain Finance (NMFC) Institutional Ownership

NMFC Institutional Buying and Selling by Quarter

New Mountain Finance Major Shareholders & Ownership History

NMFC Institutional Ownership - Frequently Asked Questions

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New Mountain Finance (NMFC) Institutional Ownership

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

NMFC Institutional Buying and Selling by Quarter

New Mountain Finance Major Shareholders & Ownership History

NMFC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of NMFC shares?

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

Which institutional investors have been buying New Mountain Finance's stock?

How much institutional buying is happening at New Mountain Finance?

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

How much institutional selling is happening at New Mountain Finance?

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