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 |
|---|---|---|---|---|---|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
15,145
shares
|
$142,817
0.0% of portfolio
|
Q3 2025
Reduced 25.84%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
15,000
shares
|
$141,450
0.03% of portfolio
|
Q4 2019
New holding
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
14,393
shares
|
$135,725
0.0% of portfolio
|
Q3 2025
Added 4.99%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Nov 14, 2025 Q3 2025 |
14,000
shares
|
$132,020
0.0% of portfolio
|
Q4 2024
Reduced 6.67%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 20, 2025 Q3 2025 |
14,000
shares
|
$132,020
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Emc Capital Management
Houston, TX |
Nov 20, 2025 Q3 2025 |
13,906
shares
|
$131,133
0.06% of portfolio
|
Q2 2025
Reduced 24.71%
|
|
|
Condor Capital Management
Martinsville, NJ |
Nov 07, 2025 Q3 2025 |
13,733
shares
|
$129,502
0.01% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Virtu Financial LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
13,129
shares
|
$123,806
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Nov 10, 2025 Q3 2025 |
12,834
shares
|
$121,024
0.02% of portfolio
|
Q3 2025
Added 7.51%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 23, 2025 Q3 2025 |
12,038
shares
|
$113,518
0.01% of portfolio
|
Q3 2025
Added 1.01%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
11,365
shares
|
$107,171
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Oct 24, 2025 Q3 2025 |
11,220
shares
|
$105,804
0.07% of portfolio
|
Q3 2025
Reduced 42.04%
|
|
|
Sg Americas Securities, LLC
|
Oct 23, 2025 Q3 2025 |
11,216
shares
|
$105,766
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
10,975
shares
|
$103,494
0.0% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
10,901
shares
|
$102,796
0.0% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
10,271
shares
|
$96,855
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 07, 2025 Q3 2025 |
10,100
shares
|
$95,243
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
10,076
shares
|
$95,016
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
10,047
shares
|
$94,743
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Verity & Verity, LLC
Beaufort, SC |
Oct 21, 2025 Q3 2025 |
10,000
shares
|
$94,300
0.01% of portfolio
|
Q2 2024
Reduced 87.91%
|
|
|
Brown Advisory Inc
|
Nov 14, 2025 Q3 2025 |
10,000
shares
|
$94,300
0.0% of portfolio
|
Q2 2023
Reduced 29.37%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
6,757
shares
|
$63,718
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
6,348
shares
|
$59,861
0.0% of portfolio
|
Q4 2023
Added 13.7%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
6,000
shares
|
$56,580
0.0% of portfolio
|
Q3 2025
Reduced 69.74%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
5,511
shares
|
$51,968
0.0% of portfolio
|
Q3 2025
Reduced 24.46%
|
|