Institutional Ownership New Mountain Finance Corp (NMFC)
This table provides information about the institutional ownership of New Mountain Finance Corp (NMFC). We have compiled data on the 183 institutions that hold shares in the stock, with a total of 33.4 Million shares, which have been reported (via 13F filing form) to have a value of $315 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
3,796,759
shares
|
$35.8 Million
8.61% of portfolio
|
Q3 2022
Added 4.72%
|
|
|
Lsv Asset Management
Chicago, IL |
Nov 06, 2025 Q3 2025 |
2,633,656
shares
|
$24.8 Million
0.06% of portfolio
|
Q3 2025
Reduced 4.69%
|
|
|
Van Eck Associates Corp
|
Nov 13, 2025 Q3 2025 |
2,589,798
shares
|
$24.4 Million
0.02% of portfolio
|
Q3 2025
Added 4.65%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
2,072,024
shares
|
$19.5 Million
0.03% of portfolio
|
Q3 2025
Reduced 25.17%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
1,595,646
shares
|
$15 Million
0.0% of portfolio
|
Q3 2025
Added 28.62%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
1,219,813
shares
|
$11.5 Million
0.0% of portfolio
|
Q3 2025
Added 18.47%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
1,155,237
shares
|
$10.9 Million
0.0% of portfolio
|
Q3 2025
Reduced 7.92%
|
|
|
Dimension Capital Management LLC
Coral Gables, FL |
Nov 14, 2025 Q3 2025 |
1,132,487
shares
|
$10.7 Million
1.59% of portfolio
|
Q3 2025
Added 19.2%
|
|
|
Muzinich & Co., Inc.
New York, NY |
Jan 21, 2026 Q4 2025 |
849,437
shares
|
$8.01 Million
2.66% of portfolio
|
Q4 2025
Added 26.58%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
827,133
shares
|
$7.8 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.75%
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
Jan 23, 2026 Q4 2025 |
690,497
shares
|
$6.51 Million
0.0% of portfolio
|
Q4 2025
Added 13.89%
|
|
|
Legal & General Group PLC
London, X0 |
Nov 13, 2025 Q3 2025 |
653,982
shares
|
$6.17 Million
0.0% of portfolio
|
Q3 2025
Reduced 7.64%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
616,746
shares
|
$5.82 Million
0.0% of portfolio
|
Q3 2025
Added 290.87%
|
|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
Nov 14, 2025 Q3 2025 |
604,600
shares
|
$5.7 Million
0.01% of portfolio
|
Q3 2025
Reduced 42.64%
|
|
|
Ares Management LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
596,371
shares
|
$5.62 Million
1.18% of portfolio
|
Q2 2025
Added 5.33%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Jan 14, 2026 Q4 2025 |
562,980
shares
|
$5.31 Million
0.2% of portfolio
|
Q4 2025
Added 17.18%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
520,926
shares
|
$4.91 Million
0.01% of portfolio
|
Q3 2025
Added 5.51%
|
|
|
Palisade Capital Management LLC
Fort Lee, NJ |
Nov 14, 2025 Q3 2025 |
480,007
shares
|
$4.53 Million
0.15% of portfolio
|
Q3 2025
Reduced 2.91%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
458,949
shares
|
$4.33 Million
0.0% of portfolio
|
Q3 2025
Reduced 28.67%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
445,095
shares
|
$4.2 Million
0.01% of portfolio
|
Q3 2025
Reduced 40.49%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
428,894
shares
|
$4.04 Million
0.0% of portfolio
|
Q3 2025
Added 81.11%
|
|
|
Transcend Capital Advisors, LLC
|
Jan 23, 2026 Q4 2025 |
420,509
shares
|
$3.97 Million
0.32% of portfolio
|
Q4 2025
Reduced 41.25%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
410,394
shares
|
$3.87 Million
0.0% of portfolio
|
Q2 2024
Added 1.27%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
407,858
shares
|
$3.85 Million
0.01% of portfolio
|
Q3 2025
Added 3.47%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
403,193
shares
|
$3.8 Million
0.07% of portfolio
|
Q2 2022
New holding
|
|