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 |
|---|---|---|---|---|---|
|
Zuckerman Investment Group, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
25,000
shares
|
$235,750
0.02% of portfolio
|
Q3 2025
Added 66.67%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
24,456
shares
|
$230,620
0.02% of portfolio
|
Q3 2022
Reduced 3.55%
|
|
|
Sei Investments CO
Oaks, PA |
Nov 13, 2025 Q3 2025 |
24,003
shares
|
$226,348
0.0% of portfolio
|
Q3 2025
Reduced 20.83%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 14, 2025 Q3 2025 |
22,206
shares
|
$209,402
0.0% of portfolio
|
Q2 2025
Reduced 0.85%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
22,206
shares
|
$209,402
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Bard Associates Inc
Chicago, IL |
Nov 14, 2025 Q3 2025 |
21,996
shares
|
$207,422
0.06% of portfolio
|
Q3 2025
Reduced 19.94%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
21,841
shares
|
$205,960
0.0% of portfolio
|
Q3 2025
Reduced 34.29%
|
|
|
Cibc Bancorp Usa Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
21,625
shares
|
$203,923
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
20,520
shares
|
$193,503
0.02% of portfolio
|
Q3 2023
Added 95.06%
|
|
|
Kula Investments, LLC
Chicago, IL |
May 15, 2023 Q1 2023 |
20,359
shares
|
$191,985
0.06% of portfolio
|
Q1 2023
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
20,061
shares
|
$189,175
0.0% of portfolio
|
Q3 2025
Reduced 50.64%
|
|
|
Claybrook Capital, LLC
|
Oct 24, 2023 Q3 2023 |
19,880
shares
|
$187,468
0.15% of portfolio
|
Q3 2022
New holding
|
|
|
Pro Share Advisors LLC
|
Nov 05, 2025 Q3 2025 |
19,629
shares
|
$185,101
0.0% of portfolio
|
Q3 2025
Added 4.47%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
19,267
shares
|
$181,687
0.0% of portfolio
|
Q3 2025
Reduced 50.28%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
19,000
shares
|
$179,170
0.01% of portfolio
|
Q2 2025
Reduced 2.66%
|
|
|
Aquatic Capital Management LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
17,740
shares
|
$167,288
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
17,525
shares
|
$165,260
0.01% of portfolio
|
Q1 2025
Reduced 3.97%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
17,510
shares
|
$165,119
0.02% of portfolio
|
Q3 2024
Reduced 4.26%
|
|
|
Sanders Morris Harris LLC
|
Oct 06, 2025 Q3 2025 |
16,375
shares
|
$154,416
0.02% of portfolio
|
Q3 2025
Reduced 10.88%
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
16,222
shares
|
$152,973
0.0% of portfolio
|
Q2 2025
Reduced 66.27%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
16,200
shares
|
$152,766
0.0% of portfolio
|
Q3 2025
Reduced 44.39%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
16,000
shares
|
$150,880
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
15,791
shares
|
$148,909
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
15,408
shares
|
$145,297
0.01% of portfolio
|
Q3 2025
Reduced 2.3%
|
|
|
Center Star Asset Management, LLC
|
Oct 20, 2025 Q3 2025 |
15,200
shares
|
$143,336
0.28% of portfolio
|
Q3 2025
New holding
|
|