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 |
|---|---|---|---|---|---|
|
Caxton Associates LLP
London, |
Nov 17, 2025 Q3 2025 |
40,695
shares
|
$383,753
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Key Client Fiduciary Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
40,611
shares
|
$382,961
0.16% of portfolio
|
Q3 2025
Added 1.68%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
39,200
shares
|
$369,656
0.01% of portfolio
|
Q2 2025
Added 3.98%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
38,454
shares
|
$362,621
0.0% of portfolio
|
Q3 2024
Reduced 2.05%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
37,451
shares
|
$353,162
0.0% of portfolio
|
Q3 2025
Added 141.51%
|
|
|
Chilton Investment CO Inc.
Stamford, CT |
Nov 14, 2025 Q3 2025 |
37,020
shares
|
$349,098
0.01% of portfolio
|
Q3 2025
Reduced 47.5%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
36,037
shares
|
$339,828
0.0% of portfolio
|
Q3 2025
Reduced 17.36%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
35,892
shares
|
$338,461
0.0% of portfolio
|
Q3 2025
Reduced 26.16%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Oct 14, 2025 Q3 2025 |
34,299
shares
|
$323,439
0.05% of portfolio
|
Q3 2023
Added 5.05%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
33,691
shares
|
$317,706
0.0% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
32,798
shares
|
$309,285
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Coombe, Bender & CO LLC
|
Aug 12, 2024 Q2 2024 |
32,457
shares
|
$306,069
0.24% of portfolio
|
Q2 2024
Added 2.69%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
32,438
shares
|
$305,890
0.03% of portfolio
|
Q2 2025
Added 3.77%
|
|
|
Marshall Wace, LLP
London, X0 |
Nov 13, 2025 Q3 2025 |
32,273
shares
|
$304,334
0.0% of portfolio
|
Q3 2025
Reduced 85.21%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
31,954
shares
|
$301,326
0.0% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
Nov 13, 2025 Q3 2025 |
31,306
shares
|
$295,215
0.0% of portfolio
|
Q3 2025
Added 3.73%
|
|
|
Fayez Sarofim & CO
Houston, TX |
Nov 14, 2025 Q3 2025 |
30,272
shares
|
$285,464
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
30,000
shares
|
$282,900
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
29,571
shares
|
$278,854
0.01% of portfolio
|
Q3 2025
Reduced 6.78%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Oct 07, 2025 Q3 2025 |
28,812
shares
|
$271,697
0.01% of portfolio
|
Q2 2025
Added 5.08%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
28,713
shares
|
$270,763
0.0% of portfolio
|
Q3 2025
Reduced 62.25%
|
|
|
Lex Aurum Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
28,500
shares
|
$268,755
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Moloney Securities Asset Management, LLC
|
Nov 05, 2025 Q3 2025 |
28,321
shares
|
$267,067
0.03% of portfolio
|
Q3 2025
Added 0.98%
|
|
|
Next Capital Management LLC
|
Nov 05, 2025 Q3 2025 |
26,150
shares
|
$246,594
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
Oct 14, 2025 Q3 2025 |
25,251
shares
|
$238,116
0.02% of portfolio
|
Q3 2025
Reduced 5.33%
|
|