New Mountain Finance (NMFC) Institutional Ownership

$7.87 -0.23 (-2.84%)

As of 11:13 AM Eastern

Current Institutional Ownership Percentage: 32.08%
Number of Institutional Buyers (last 12 months): 108
Total Institutional Inflows (last 12 months): $113.45M

Number of Institutional Sellers (last 12 months): 69
Total Institutional Outflows (last 12 months): $118.01M

Get NMFC Insider Trade Alerts

Want to know when executives and insiders are buying or selling New Mountain Finance stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now

SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.

NMFC Institutional Buying and Selling by Quarter

New Mountain Finance Major Shareholders & Ownership History

Export

Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
5/19/2026	Bank of America Corp DE	194,097	$1.51M	0.0%	-12.6%	0.206%
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%
Get the Latest News and Ratings for NMFC and Related Stocks Enter your email address below to receive the latest news and analysts' ratings for New Mountain Finance and its competitors with MarketBeat's FREE daily newsletter.
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%
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%
I was right about SpaceX (Ad) Jeff Brown predicted Bitcoin before it climbed as high as 52,400%, Tesla before 2,150%, and Nvidia before 32,000%. Now he says SpaceX is shaping up to be the biggest IPO of the decade - and three key milestones just confirmed it. In the past 21 days: SpaceX crossed 10,000 active satellites, Elon filed confidential IPO paperwork with the SEC, and another rocket launched 25 more satellites. Two-thirds of every satellite in orbit now belongs to one company. The public filing could drop any day. See how to claim your stake in SpaceX before the public can
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%
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%
Your book is inside (Ad) The "Sucker's Bet" Most New Options Traders Fall For Most people who try options lose money the same way. They don't know the rules. They don't know what to avoid. And they hand their account to Wall Street on a silver platter. Normally $29.97. Free today. Download your copy now.
1/27/2026	GraniteShares Advisors LLC	293,799	$2.71M	1.6%	+8.0%	0.285%
1/27/2026	CenterStar Asset Management LLC	24,400	$225K	0.1%	+60.5%	0.024%
1/26/2026	PFG Investments LLC	20,600	$190K	0.0%	-30.3%	0.020%
1/23/2026	Farther Finance Advisors LLC	36,520	$336K	0.0%	-16.2%	0.035%
1/23/2026	Transcend Capital Advisors LLC	420,509	$3.87M	0.3%	-41.3%	0.408%
1/23/2026	Sumitomo Mitsui Trust Group Inc.	690,497	$6.36M	0.0%	+13.9%	0.669%
1/21/2026	Muzinich & Co. Inc.	849,437	$7.82M	2.5%	+26.6%	0.823%
1/21/2026	Naviter Wealth LLC	157,881	$1.45M	0.2%	-22.3%	0.153%
1/21/2026	Apella Capital LLC	17,525	$161K	0.0%	N/A	0.017%
1/21/2026	Sound Income Strategies LLC	7,683	$70K	0.0%	+699.5%	0.007%

NMFC Institutional Ownership - Frequently Asked Questions

During the previous two years, 191 institutional investors and hedge funds held shares of New Mountain Finance. The most heavily invested institutionals were LSV Asset Management ($27.51M), Van ECK Associates Corp ($21.54M), JPMorgan Chase & Co. ($18.78M), UBS Group AG ($14.19M), Rivernorth Capital Management LLC ($12.33M), Invesco Ltd. ($10.96M), and Two Sigma Advisers LP ($10.80M).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 161 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 ($1.34M), Invesco Ltd. ($1.23M), JPMorgan Chase & Co. ($1.19M), Van ECK Associates Corp ($746.75K), LSV Asset Management ($716.87K), and Transcend Capital Advisors LLC ($715.79K).

Institutional investors have bought a total of 11,985,429 shares in the last 24 months. This purchase volume represents approximately $113.45M in transactions.

Of the 68 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 ($2.41M), 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 12,555,784 shares in the last 24 months. This volume of shares sold represents approximately $118.01M in transactions.

Related Companies

This page (NASDAQ:NMFC) was last updated on 6/3/2026 by MarketBeat.com Staff.

From Our Partners

Get 30 Days of MarketBeat All Access for Free

Start Your 30-Day Trial

In-depth profiles and analysis for 20,000 public companies.
Real-time analyst ratings, insider transactions, earnings data, and more.
Our daily ratings and market update email newsletter.

Sign In
Create Account

Your Email Address:

Your Password:

Forgot your password?

Your Email Address:

Choose a Password:

By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

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

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

Popular Tools

Financial Calendars

Terms & Info

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?

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools