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 33.5 Million shares, which have been reported (via 13F filing form) to have a value of $316 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
324,625
shares
|
$3.06 Million
0.16% of portfolio
|
Q4 2023
New holding
|
|
|
Confluence Investment Management LLC
|
Oct 14, 2025 Q3 2025 |
318,226
shares
|
$3 Million
0.05% of portfolio
|
Q3 2025
Reduced 13.8%
|
|
|
Tranquility Partners, LLC
|
Oct 30, 2025 Q3 2025 |
316,671
shares
|
$2.99 Million
1.05% of portfolio
|
Q3 2025
Added 36.44%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
310,543
shares
|
$2.93 Million
0.01% of portfolio
|
Q3 2025
Added 4.45%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
286,520
shares
|
$2.7 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.62%
|
|
|
Granite Shares Advisors LLC
|
Oct 21, 2025 Q3 2025 |
271,956
shares
|
$2.56 Million
1.67% of portfolio
|
Q3 2025
Added 9.66%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
266,370
shares
|
$2.51 Million
0.0% of portfolio
|
Q3 2025
Added 39.21%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
238,543
shares
|
$2.25 Million
0.01% of portfolio
|
Q3 2025
Added 26.56%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 06, 2025 Q3 2025 |
231,621
shares
|
$2.18 Million
0.04% of portfolio
|
Q3 2025
Added 7.23%
|
|
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
Oct 30, 2025 Q3 2025 |
209,500
shares
|
$1.98 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
Nov 05, 2025 Q3 2025 |
206,629
shares
|
$1.95 Million
0.02% of portfolio
|
Q3 2025
Added 3.0%
|
|
|
Naviter Wealth, LLC
|
Nov 06, 2025 Q3 2025 |
203,085
shares
|
$1.92 Million
0.23% of portfolio
|
Q3 2025
Reduced 1.3%
|
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Oct 09, 2025 Q3 2025 |
186,932
shares
|
$1.76 Million
0.89% of portfolio
|
Q3 2025
Reduced 7.3%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Nov 10, 2025 Q3 2025 |
149,000
shares
|
$1.41 Million
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
147,067
shares
|
$1.39 Million
0.13% of portfolio
|
Q4 2021
Added 3.8%
|
|
|
Mckinley Capital Management LLC
|
Aug 12, 2024 Q2 2024 |
135,748
shares
|
$1.28 Million
0.3% of portfolio
|
Q2 2024
Added 1.41%
|
|
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
Nov 14, 2025 Q3 2025 |
127,521
shares
|
$1.2 Million
1.03% of portfolio
|
Q3 2025
Added 42.01%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
125,750
shares
|
$1.19 Million
0.0% of portfolio
|
Q3 2025
Reduced 19.13%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
114,540
shares
|
$1.08 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.53%
|
|
|
Great West Life Assurance CO
Winnipeg, A2 |
Nov 17, 2025 Q3 2025 |
114,062
shares
|
$1.08 Million
0.0% of portfolio
|
Q3 2025
Added 19.06%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 13, 2025 Q3 2025 |
112,410
shares
|
$1.06 Million
0.06% of portfolio
|
Q2 2025
Reduced 17.02%
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2025 Q3 2025 |
106,194
shares
|
$1 Million
0.0% of portfolio
|
Q3 2025
Added 2.84%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
104,130
shares
|
$981,945
0.0% of portfolio
|
Q3 2025
Reduced 9.38%
|
|
|
Virtus Investment Advisers, Inc.
Hartford, CT |
Nov 13, 2025 Q3 2025 |
97,912
shares
|
$923,310
0.29% of portfolio
|
Q3 2025
Added 11.39%
|
|
|
Denali Advisors LLC
|
Nov 07, 2025 Q3 2025 |
97,434
shares
|
$918,802
0.11% of portfolio
|
Q3 2025
Reduced 15.88%
|
|