MORGAN STANLEY

Position in NMFC — New Mountain Finance Corp

CIK 895421 NEW YORK, NY

Back to NMFC Full portfolio

Position in NMFC

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$5,664,317

-$4,706,371 QoQ

Shares Held

729,938

-35.2% QoQ

Ownership

0.773%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 22% Shared 0% None 78%

Common Shares in NMFC Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Mar 31, 2026

MORGAN STANLEY holds $24,819,203,406 across 477 Asset Management names. NMFC ranks #273 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BX	Blackstone Inc.	32,494,438	$3,736,535,415
2	BLK	BlackRock, Inc.	3,437,546	$3,305,922,353
3	APO	Apollo Global Management, Inc.	8,829,846	$983,821,436
4	AMP	Ameriprise Financial Inc	2,009,741	$893,128,894
5	KKR	KKR & Co. Inc.	8,473,653	$783,812,898
6	STT	State Street Corp	4,953,857	$626,960,134
7	CG	Carlyle Group Inc.	10,172,445	$492,244,607
8	AMG	Affiliated Managers Group, Inc.	1,732,512	$479,386,064

All Filings in NMFC

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$5,664,317	729,938	-35.2%	Shares	Defined	2026-05-15
2025-12-31	$10,370,688	1,126,025	+36.1%	Shares	Defined	2026-05-27
2025-09-30	$7,973,559	827,133	-0.7%	Shares	Defined	2026-05-27
2025-06-30	$8,791,850	833,351	-26.7%	Shares	Defined	2025-08-15
2025-03-31	$12,546,523	1,137,491	+2.6%	Shares	Defined	2025-05-15
2024-12-31	$12,486,268	1,108,905	-23.8%	Shares	Defined	2025-05-15
2024-09-30	$17,433,819	1,455,244	-25.8%	Shares	Defined	2025-05-14
2024-06-30	$23,990,557	1,960,013	-7.3%	Shares	Defined	2025-05-14
2024-03-31	$26,797,718	2,115,053	+2.1%	Shares	Defined	2024-10-17
2023-12-31	$26,341,896	2,070,904	-4.6%	Shares	Defined	2024-08-16
2023-09-30	$28,109,345	2,170,606	+13.8%	Shares	Defined	2023-11-15
2023-06-30	$23,719,595	1,906,720	+1.7%	Shares	Defined	2023-08-14
2023-03-31	$22,816,059	1,874,779	+6.5%	Shares	Defined	2023-05-15
2022-12-31	$21,765,978	1,759,578	-1.1%	Shares	Defined	2023-02-14
2022-09-30	$20,512,087	1,779,019	-0.1%	Shares	Defined	2022-11-14
2022-06-30	$21,205,849	1,780,508	+1.6%	Shares	Defined	2022-10-27
2022-03-31	$24,279,797	1,753,054	+6.2%	Shares	Defined	2022-10-27
2021-12-31	$22,605,423	1,650,031	+3.4%	Shares	Defined	2022-02-14
2021-09-30	$21,240,853	1,595,857	+1.0%	Shares	Defined	2021-11-15
2021-06-30	$20,811,206	1,580,198	-3.1%	Shares	Defined	2021-08-23
2021-03-31	$20,230,277	1,631,474	+2.6%	Shares	Defined	2021-05-17
2020-12-31	$18,059,956	1,589,785	-9.7%	Shares	Defined	2021-02-16
2020-09-30	$16,821,756	1,759,598	+22.5%	Shares	Defined	2020-11-13
2020-06-30	$13,345,827	1,436,580	+1.6%	Shares	Defined	2020-08-14
2020-03-31	$9,613,329	1,413,725	—	Shares	Defined	2020-05-26
No filing history on record for this holder in this stock.