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 |
|---|---|---|---|---|---|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
5,000
shares
|
$47,150
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
State Of Alaska, Department Of Revenue
|
Oct 23, 2025 Q3 2025 |
4,895
shares
|
$46,159
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
4,809
shares
|
$45,348
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
4,534
shares
|
$42,755
0.0% of portfolio
|
Q2 2025
Added 311.81%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
4,145
shares
|
$39,087
0.01% of portfolio
|
Q3 2025
Reduced 53.65%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
3,690
shares
|
$34,796
0.01% of portfolio
|
Q1 2021
Reduced 3.12%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 03, 2025 Q3 2025 |
3,600
shares
|
$33,948
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
2,045
shares
|
$19,284
0.0% of portfolio
|
Q2 2025
Reduced 1.06%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
1,983
shares
|
$18,699
0.0% of portfolio
|
Q3 2025
Added 2260.71%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
1,775
shares
|
$16,738
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 13, 2025 Q3 2025 |
1,761
shares
|
$16,606
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
1,553
shares
|
$14,644
0.0% of portfolio
|
Q3 2025
Reduced 45.59%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,550
shares
|
$14,616
0.0% of portfolio
|
Q2 2020
Reduced 10.21%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
1,100
shares
|
$10,373
0.0% of portfolio
|
Q3 2025
Reduced 82.14%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
1,004
shares
|
$9,467
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
1,000
shares
|
$9,430
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
1,000
shares
|
$9,430
0.0% of portfolio
|
Q3 2020
New holding
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 17, 2025 Q3 2025 |
969
shares
|
$9,137
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
961
shares
|
$9,062
0.0% of portfolio
|
Q3 2025
Added 20.13%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
485
shares
|
$4,573
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bank & Trust CO
Litchfield, IL |
Oct 06, 2025 Q3 2025 |
422
shares
|
$3,979
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Chelsea Counsel CO
|
Nov 24, 2025 Q3 2025 |
340
shares
|
$3,206
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
308
shares
|
$2,904
0.0% of portfolio
|
Q1 2025
Reduced 66.7%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
300
shares
|
$2,829
0.0% of portfolio
|
Q1 2020
Reduced 70.0%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
91
shares
|
$858
0.0% of portfolio
|
Q2 2024
Added 2.25%
|
|