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 189 institutions that hold shares in the stock, with a total of 39.2 Million shares, which have been reported (via 13F filing form) to have a value of $366 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
|
$3.16 Million
0.16% of portfolio
|
Q4 2023
New holding
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Apr 10, 2025 Q1 2025 |
313,430
shares
|
$3.05 Million
0.16% of portfolio
|
Q1 2025
Added 23.31%
|
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Apr 15, 2025 Q1 2025 |
274,402
shares
|
$2.67 Million
1.36% of portfolio
|
Q1 2025
Reduced 2.73%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
260,572
shares
|
$2.54 Million
0.04% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
Granite Shares Advisors LLC
|
Apr 16, 2025 Q1 2025 |
232,504
shares
|
$2.26 Million
1.8% of portfolio
|
Q1 2025
Added 6.45%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Feb 10, 2025 Q4 2024 |
229,084
shares
|
$2.23 Million
0.05% of portfolio
|
Q4 2024
Reduced 12.42%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
228,097
shares
|
$2.22 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
215,471
shares
|
$2.1 Million
0.0% of portfolio
|
Q4 2024
Added 6.93%
|
|
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
Feb 28, 2025 Q4 2024 |
209,500
shares
|
$2.04 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Naviter Wealth, LLC
|
Feb 07, 2025 Q4 2024 |
189,129
shares
|
$1.84 Million
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Acadian Asset Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
186,266
shares
|
$1.81 Million
0.01% of portfolio
|
Q4 2024
Reduced 41.14%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Feb 12, 2025 Q4 2024 |
178,374
shares
|
$1.74 Million
0.58% of portfolio
|
Q4 2024
Reduced 6.74%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
174,774
shares
|
$1.7 Million
0.0% of portfolio
|
Q4 2024
Reduced 8.79%
|
|
|
Trexquant Investment LP
Stamford, CT |
Feb 12, 2025 Q4 2024 |
166,404
shares
|
$1.62 Million
0.02% of portfolio
|
Q4 2024
Added 139.18%
|
|
|
First National Trust CO
|
Feb 10, 2025 Q4 2024 |
164,579
shares
|
$1.6 Million
0.07% of portfolio
|
Q4 2024
Added 2.86%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
157,388
shares
|
$1.53 Million
0.0% of portfolio
|
Q4 2024
Reduced 6.84%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
155,734
shares
|
$1.52 Million
0.0% of portfolio
|
Q4 2024
Added 32.79%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Jan 29, 2025 Q4 2024 |
149,000
shares
|
$1.45 Million
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
147,067
shares
|
$1.43 Million
0.13% of portfolio
|
Q4 2021
Added 3.8%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
143,394
shares
|
$1.4 Million
0.01% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
Feb 10, 2025 Q4 2024 |
141,833
shares
|
$1.38 Million
0.49% of portfolio
|
Q4 2024
Added 6.49%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
137,773
shares
|
$1.34 Million
0.0% of portfolio
|
Q4 2024
Added 139.76%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
136,769
shares
|
$1.33 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.8%
|
|
|
Mckinley Capital Management LLC
|
Aug 12, 2024 Q2 2024 |
135,748
shares
|
$1.32 Million
0.3% of portfolio
|
Q2 2024
Added 1.41%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Feb 07, 2025 Q4 2024 |
135,462
shares
|
$1.32 Million
0.09% of portfolio
|
Q4 2024
New holding
|