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NMFC

New Mountain Finance Corp

Company with tickers: NMFC, NMFCZ

CIK
1496099
CUSIP
647551100
Shares Outstanding
94,452,390
13F Activity (30d)
126 filings 118 filers
Holders: 153
Total Value: $216,555,748
Total Shares: 27,906,677
Showing 1–100 of 155 holdings by value · page 1 of 2

Institutional Ownership Trend

25 quarters

Holder Concentration

Across 153 13F filers · Δ vs Dec 31, 2025
Top Holder
10.8%
Jun 2023 → Mar 2026 · range 8.8% – 12.1%
+1.9 pts
Top 5
36.6%
Jun 2023 → Mar 2026 · range 30.6% – 41.7%
+6.0 pts
Top 10
52.3%
Jun 2023 → Mar 2026 · range 46.6% – 58.3%
+5.6 pts
HHI
403
Jun 2023 → Mar 2026 · range 321 – 451
Broadly held +82

Quarterly Activity

vs Dec 31, 2025
New
23
Increased
36
Decreased
53
Sold Out
40
Unchanged
41
Holder count: -17
Institutional value: -29.7%
Shares held: -16.6%

Top Buyers

vs Dec 31, 2025
Institution Added Now Holds Open
Mega Invesco Ltd. +949,320 2,139,677
Large Russell Investments Group, Ltd. +588,313 938,679
Mega UBS Group AG +550,148 2,091,276
Mega TWO SIGMA INVESTMENTS, LP +249,840 836,457
Mega D. E. Shaw & Co., Inc. +228,935 347,520

Top Sellers

vs Dec 31, 2025
Institution Sold Now Holds Open
Mega JPMORGAN CHASE & CO −1,969,059 69,603
Micro Closed-End Fund Advisors, Inc. −563,351 22,719
Mega VAN ECK ASSOCIATES CORP −542,939 1,796,175
Mega MORGAN STANLEY −396,087 729,938
Mega JANE STREET GROUP, LLC −365,581 25,009

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD) Open
Small GraniteShares Advisors LLC 263,627 $2,045,745
Mid Cerberus Capital Management, L.P. 145,000 $1,125,200
Large Balyasny Asset Management L.P. 136,058 $1,055,810
Small MIRABELLA FINANCIAL SERVICES LLP 31,633 $245,472
Mid Y-Intercept (Hong Kong) Ltd 30,404 $235,935

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD) Open
Mid RIVERNORTH CAPITAL MANAGEMENT, LLC 1,338,277 $12,325,531
Mid ARES MANAGEMENT LLC 602,575 $5,549,715
Small Truffle Hound Capital, LLC 550,000 $5,065,500
Mega FRANKLIN RESOURCES INC 455,022 $4,190,752
Large TWO SIGMA ADVISERS, LP 275,000 $2,532,750
Filter: New 23 Increased 36 Reduced 53 Sold out 40 Unchanged 41
Showing 100 of 155
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Large LSV ASSET MANAGEMENT $23,451,635 10.83% 3,022,118
Mega Invesco Ltd. $16,603,893 7.67% 2,139,677
Mega UBS Group AG $16,228,300 7.49% 2,091,276
Mega VAN ECK ASSOCIATES CORP $13,938,317 6.44% 1,796,175
Small DIMENSION CAPITAL MANAGEMENT LLC $8,974,758 4.14% 1,156,541
Large Russell Investments Group, Ltd. $7,284,149 3.36% 938,679
Large Cerity Partners LLC $6,773,269 3.13% 872,844
Large Corient Private Wealth LLC $6,761,256 3.12% 871,296
Mid National Philanthropic Trust $6,618,666 3.06% 852,921
Small Muzinich & Co., Inc. $6,587,603 3.04% 848,918
Mega TWO SIGMA INVESTMENTS, LP $6,490,906 3.00% 836,457
Mega Legal & General Group Plc $6,095,448 2.81% 785,496
Mega MORGAN STANLEY $5,664,317 2.62% 729,938
Mega Sumitomo Mitsui Trust Group, Inc. $5,343,365 2.47% 688,578
Large Pathstone Holdings, LLC $5,131,059 2.37% 661,219
Mid Hennion & Walsh Asset Management, Inc. $3,981,539 1.84% 513,085
Large OSAIC HOLDINGS, INC. $3,495,647 1.61% 450,470
Large HighTower Advisors, LLC $3,288,160 1.52% 423,732
Mega BlackRock, Inc. $2,733,397 1.26% 352,242
Mega D. E. Shaw & Co., Inc. $2,696,755 1.25% 347,520
Large Universal- Beteiligungs- und Servicegesellschaft mbH $2,669,440 1.23% 344,000
Large Focus Partners Wealth $2,597,931 1.20% 334,785
Small Tranquility Partners, LLC $2,457,995 1.14% 316,752
Mega WELLS FARGO & COMPANY/MN $2,440,573 1.13% 314,507
Mid XTX Topco Ltd $2,271,313 1.05% 292,695
Mega AMERIPRISE FINANCIAL INC $2,261,970 1.04% 291,491
Mid CONFLUENCE INVESTMENT MANAGEMENT LLC $2,153,950 0.99% 277,571
Small TRANSCEND CAPITAL ADVISORS, LLC $2,104,186 0.97% 271,158
Small GraniteShares Advisors LLC $2,045,745 0.94% 263,627
Mid BI Asset Management Fondsmaeglerselskab A/S $1,886,704 0.87% 243,132
Mega BANK OF AMERICA CORP /DE/ Bank $1,506,192 0.70% 194,097
Mid Advisors Asset Management, Inc. $1,347,640 0.62% 173,665
Small Mill Creek Capital Advisors, LLC $1,156,240 0.53% 149,000
Mid Cerberus Capital Management, L.P. $1,125,200 0.52% 145,000
Large Balyasny Asset Management L.P. $1,055,810 0.49% 136,058
Small Naviter Wealth, LLC $1,022,162 0.47% 131,722
Mega STATE STREET CORP $987,002 0.46% 127,191
Small VARCOV Co. $970,597 0.45% 125,077
Mega LPL Financial LLC $962,814 0.44% 124,074
Large Trexquant Investment LP $892,182 0.41% 114,972
Mega NEUBERGER BERMAN GROUP LLC $850,030 0.39% 109,540
Mid HB Wealth Management, LLC $768,216 0.35% 98,997
Large CANADA LIFE ASSURANCE Co Insurance $768,139 0.35% 98,987
Large NOMURA ASSET MANAGEMENT INTERNATIONAL INC. $739,528 0.34% 95,300
Small Virtus Investment Advisers, LLC $694,294 0.32% 89,471
Large Cambridge Investment Research Advisors, Inc. $676,299 0.31% 87,152
Mid Farther Finance Advisors, LLC $647,960 0.30% 83,500
Mega MILLENNIUM MANAGEMENT LLC $631,400 0.29% 81,366
Small DENALI ADVISORS LLC $604,387 0.28% 77,885
Mid Campbell & CO Investment Adviser LLC $558,960 0.26% 72,031
Large ExodusPoint Capital Management, LP $554,537 0.26% 71,461
Large Janney Montgomery Scott LLC $552,279 0.26% 71,170
Mega JPMORGAN CHASE & CO $540,118 0.25% 69,603
Large COMMONWEALTH EQUITY SERVICES, LLC $508,256 0.23% 65,497
Mid PALISADE CAPITAL MANAGEMENT, LP $489,818 0.23% 63,121
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $486,552 0.22% 62,700
Mid Valeo Financial Advisors, LLC $464,436 0.21% 59,850
Mid CAXTON ASSOCIATES LLP $452,935 0.21% 58,368
Mid Mutual Advisors, LLC $447,821 0.21% 57,709
Mega ROYAL BANK OF CANADA Bank $413,996 0.19% 53,350
Mega GEODE CAPITAL MANAGEMENT, LLC $413,375 0.19% 53,270
Mega CITADEL ADVISORS LLC $406,624 0.19% 52,400
Mid Spire Wealth Management $353,856 0.16% 45,600
Small Almitas Capital LLC $349,200 0.16% 45,000
Large Cetera Investment Advisers $342,417 0.16% 44,126
Small Nordwand Advisors, LLC $324,368 0.15% 41,800
Micro Colter Lewis Investment Partners LLC $303,439 0.14% 39,103
Mega CITADEL ADVISORS LLC $269,132 0.12% 34,682
Mega GOLDMAN SACHS GROUP INC $262,986 0.12% 33,890
Large MACKENZIE FINANCIAL CORP $259,766 0.12% 33,475
Mid INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $250,469 0.12% 32,277
Small MIRABELLA FINANCIAL SERVICES LLP $245,472 0.11% 31,633
Large Fayez Sarofim & Co $243,019 0.11% 31,317
Mega NORTHERN TRUST CORP Bank $237,214 0.11% 30,569
Mid OPPENHEIMER & CO INC $236,695 0.11% 30,502
Mid Y-Intercept (Hong Kong) Ltd $235,935 0.11% 30,404
Mid NewEdge Wealth, LLC $235,570 0.11% 30,357
Mid Sanctuary Advisors, LLC $235,065 0.11% 30,292
Small Next Capital Management LLC $230,316 0.11% 29,680
Small MQS Management LLC $224,232 0.10% 28,896
Large &PARTNERS $211,312 0.10% 27,231
Mega ENVESTNET ASSET MANAGEMENT INC $210,598 0.10% 27,139
Large STIFEL FINANCIAL CORP $197,026 0.09% 25,390
Small Generali Investments CEE, investicni spolecnost, a.s. $195,947 0.09% 25,251
Mega JANE STREET GROUP, LLC $194,069 0.09% 25,009
Micro Navis Wealth Advisors, LLC $194,000 0.09% 25,000
Micro North Ground Capital $194,000 0.09% 25,000
Small CenterStar Asset Management, LLC $189,344 0.09% 24,400
Mid Entropy Technologies, LP $186,449 0.09% 24,027
Micro Miller Global Investments, LLC $184,804 0.09% 23,815
Large CAPTRUST FINANCIAL ADVISORS $180,101 0.08% 23,209
Small Advyzon Investment Management, LLC $176,384 0.08% 22,730
Micro Closed-End Fund Advisors, Inc. $176,299 0.08% 22,719
Large Empower Advisory Group, LLC $172,318 0.08% 22,206
Mid CHILTON INVESTMENT CO INC. $170,875 0.08% 22,020
Large Lido Advisors, LLC $166,902 0.08% 21,508
Small First Affirmative Financial Network $159,196 0.07% 20,515
Large Qube Research & Technologies Ltd $159,010 0.07% 20,491
Mid Brevan Howard Capital Management LP $158,047 0.07% 20,367
Small nVerses Capital, LLC $154,090 0.07% 19,857
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