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 |
|---|---|---|---|---|---|
|
Wealthedge Investment Advisors, LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
96,218
shares
|
$907,335
0.35% of portfolio
|
Q3 2025
Reduced 31.22%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
95,688
shares
|
$902,337
0.0% of portfolio
|
Q2 2025
Added 16.06%
|
|
|
Macquarie Group LTD
Australia, C3 |
Nov 13, 2025 Q3 2025 |
95,300
shares
|
$898,679
0.0% of portfolio
|
Q4 2020
Added 32.55%
|
|
|
Trexquant Investment LP
Stamford, CT |
Nov 14, 2025 Q3 2025 |
87,700
shares
|
$827,011
0.01% of portfolio
|
Q3 2025
Reduced 71.08%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
83,606
shares
|
$788,404
0.0% of portfolio
|
Q3 2025
Reduced 10.65%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Nov 10, 2025 Q3 2025 |
82,310
shares
|
$776,183
0.45% of portfolio
|
Q3 2025
Added 25.51%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
76,418
shares
|
$720,621
0.0% of portfolio
|
Q3 2024
Reduced 3.15%
|
|
|
Epoch Investment Partners, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
73,315
shares
|
$691,360
0.0% of portfolio
|
Q1 2025
Reduced 13.52%
|
|
|
Acadian Asset Management LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
71,170
shares
|
$671,133
0.0% of portfolio
|
Q3 2025
Reduced 79.43%
|
|
|
Valeo Financial Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
59,850
shares
|
$564,385
0.01% of portfolio
|
Q4 2023
Reduced 18.29%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
58,423
shares
|
$550,928
0.0% of portfolio
|
Q3 2025
Reduced 8.13%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
57,315
shares
|
$540,480
0.01% of portfolio
|
Q3 2025
Reduced 4.4%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
53,270
shares
|
$502,336
0.0% of portfolio
|
Q1 2022
Reduced 6.98%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
52,644
shares
|
$496,432
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
50,069
shares
|
$472,150
0.0% of portfolio
|
Q4 2022
Added 60.59%
|
|
|
Quadrature Capital LTD
London, X0 |
Nov 13, 2025 Q3 2025 |
48,488
shares
|
$457,241
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Inspire Investing, LLC
Meridian, ID |
Oct 15, 2025 Q3 2025 |
46,906
shares
|
$442,323
0.05% of portfolio
|
Q3 2025
Added 27.31%
|
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
Nov 14, 2025 Q3 2025 |
45,295
shares
|
$427,131
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
43,580
shares
|
$410,959
0.01% of portfolio
|
Q3 2025
Reduced 9.48%
|
|
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
Oct 28, 2025 Q3 2025 |
42,461
shares
|
$400,407
0.03% of portfolio
|
Q3 2025
Added 165.41%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
42,354
shares
|
$399,398
0.0% of portfolio
|
Q3 2025
Added 20.45%
|
|
|
Natixis
Paris, I0 |
Nov 14, 2025 Q3 2025 |
42,216
shares
|
$398,096
0.0% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
41,492
shares
|
$391,269
0.0% of portfolio
|
Q3 2025
Reduced 8.9%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
40,822
shares
|
$384,951
0.0% of portfolio
|
Q3 2025
Reduced 21.06%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Oct 30, 2025 Q3 2025 |
40,706
shares
|
$383,857
0.27% of portfolio
|
Q3 2025
Added 2.07%
|
|