NMFC · New Mountain Finance Corp
$6.90
-0.17 (-2.40%)
At close · Jul 29
Market Cap
$653.61M
Shares
94.45M
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
The Jun 30, 2026 filing window is
still open — showing the latest known positions. Funds that have not filed yet
carry their prior-quarter positions; a fund that filed without this stock counts
as sold out.
Holders: 151
Total Value: $214,308,167
Total Shares: 27,799,479
Showing 1–100
of 153 holdings by value
· page 1 of 2
Institutional Ownership Trend
26 quarters
Holder Concentration
Across 154 13F filersTop Holder
10.8%
of institutional value
Top 5
36.6%
of institutional value
Top 10
52.3%
of institutional value
HHI
403
Broadly held
| Holder | Value (USD) | % of 13F | Shares | Type | Discretion | Filed | Open | |||
|---|---|---|---|---|---|---|---|---|---|---|
| Large LSV ASSET MANAGEMENT | $23,451,635 | 10.94% | 3,022,118 | Shares | Sole | 2026-05-11 | ||||
| Mega Invesco Ltd. | $16,603,893 | 7.75% | 2,139,677 | Shares | Defined | 2026-05-12 | ||||
| Mega UBS Group AG | $16,228,300 | 7.57% | 2,091,276 | Shares | Defined | 2026-05-05 | ||||
| Mega VAN ECK ASSOCIATES CORP | $13,938,317 | 6.50% | 1,796,175 | Shares | Defined | 2026-05-15 | ||||
| Small DIMENSION CAPITAL MANAGEMENT LLC | $8,974,758 | 4.19% | 1,156,541 | Shares | Sole | 2026-05-15 | ||||
| Large Russell Investments Group, Ltd. | $7,284,149 | 3.40% | 938,679 | Shares | Defined | 2026-05-08 | ||||
| Large Cerity Partners LLC | $6,773,269 | 3.16% | 872,844 | Shares | Sole | 2026-05-15 | ||||
| Large Corient Private Wealth LLC | $6,761,256 | 3.15% | 871,296 | Shares | Sole | 2026-05-15 | ||||
| Mid National Philanthropic Trust | $6,618,666 | 3.09% | 852,921 | Shares | Sole | 2026-05-15 | ||||
| Mega TWO SIGMA INVESTMENTS, LP | $6,490,906 | 3.03% | 836,457 | Shares | Sole | 2026-05-15 | ||||
| Small Muzinich & Co., Inc. | $6,095,718 | 2.84% | 850,170 | Shares | Sole | 2026-07-27 | ||||
| Mega Legal & General Group Plc | $6,095,448 | 2.84% | 785,496 | Shares | Defined | 2026-05-08 | ||||
| Mega MORGAN STANLEY | $5,664,317 | 2.64% | 729,938 | Shares | Defined | 2026-05-15 | ||||
| Mega Sumitomo Mitsui Trust Group, Inc. | $5,343,365 | 2.49% | 688,578 | Shares | Defined | 2026-04-30 | ||||
| Large Pathstone Holdings, LLC | $5,131,059 | 2.39% | 661,219 | Shares | Sole | 2026-05-11 | ||||
| Large OSAIC HOLDINGS, INC. | $3,495,647 | 1.63% | 450,470 | Shares | Defined | 2026-05-15 | ||||
| Mid Hennion & Walsh Asset Management, Inc. | $3,465,433 | 1.62% | 483,324 | Shares | Sole | 2026-07-08 | ||||
| Large HighTower Advisors, LLC | $3,288,160 | 1.53% | 423,732 | Shares | Sole | 2026-05-05 | ||||
| Mega BlackRock, Inc. | $2,733,397 | 1.28% | 352,242 | Shares | Sole | 2026-05-13 | ||||
| Mega D. E. Shaw & Co., Inc. | $2,696,755 | 1.26% | 347,520 | Shares | Defined | 2026-05-15 | ||||
| Large Universal- Beteiligungs- und Servicegesellschaft mbH | $2,669,440 | 1.25% | 344,000 | Shares | Defined | 2026-05-11 | ||||
| Large Focus Partners Wealth | $2,597,931 | 1.21% | 334,785 | Shares | Sole | 2026-05-15 | ||||
| Mega WELLS FARGO & COMPANY/MN | $2,440,573 | 1.14% | 314,507 | Shares | Defined | 2026-05-11 | ||||
| Mid XTX Topco Ltd | $2,271,313 | 1.06% | 292,695 | Shares | Defined | 2026-05-15 | ||||
| Mega AMERIPRISE FINANCIAL INC | $2,261,970 | 1.06% | 291,491 | Shares | Defined | 2026-05-15 | ||||
| Small TRANSCEND CAPITAL ADVISORS, LLC | $2,104,186 | 0.98% | 271,158 | Shares | Sole | 2026-05-13 | ||||
| Small GraniteShares Advisors LLC | $2,045,745 | 0.95% | 263,627 | Shares | Sole | 2026-04-23 | ||||
| Small Tranquility Partners, LLC | $2,037,921 | 0.95% | 284,229 | Shares | Sole | 2026-07-23 | ||||
| Mid CONFLUENCE INVESTMENT MANAGEMENT LLC | $1,990,456 | 0.93% | 277,609 | Shares | Sole | 2026-07-01 | ||||
| Mid BI Asset Management Fondsmaeglerselskab A/S | $1,886,704 | 0.88% | 243,132 | Shares | Defined | 2026-04-16 | ||||
| Mega BANK OF AMERICA CORP /DE/ Bank | $1,506,192 | 0.70% | 194,097 | Shares | Defined | 2026-05-18 | ||||
| Mid Advisors Asset Management, Inc. | $1,347,640 | 0.63% | 173,665 | Shares | Sole | 2026-05-15 | ||||
| Small Mill Creek Capital Advisors, LLC | $1,156,240 | 0.54% | 149,000 | Shares | Sole | 2026-05-14 | ||||
| Mid Cerberus Capital Management, L.P. | $1,125,200 | 0.53% | 145,000 | Shares | Sole | 2026-05-15 | ||||
| Large Balyasny Asset Management L.P. | $1,055,810 | 0.49% | 136,058 | Shares | Sole | 2026-05-15 | ||||
| Small Naviter Wealth, LLC | $1,022,162 | 0.48% | 131,722 | Shares | Sole | 2026-04-10 | ||||
| Mega STATE STREET CORP | $987,002 | 0.46% | 127,191 | Shares | Defined | 2026-05-15 | ||||
| Small VARCOV Co. | $970,597 | 0.45% | 125,077 | Shares | Sole | 2026-05-15 | ||||
| Mega LPL Financial LLC | $962,814 | 0.45% | 124,074 | Shares | Sole | 2026-05-06 | ||||
| Large Trexquant Investment LP | $892,182 | 0.42% | 114,972 | Shares | Sole | 2026-05-15 | ||||
| Mega NEUBERGER BERMAN GROUP LLC | $850,030 | 0.40% | 109,540 | Shares | Defined | 2026-05-14 | ||||
| Mid Farther Finance Advisors, LLC | $825,267 | 0.39% | 115,100 | Shares | Sole | 2026-07-17 | ||||
| Mid HB Wealth Management, LLC | $768,216 | 0.36% | 98,997 | Shares | Sole | 2026-04-27 | ||||
| Large CANADA LIFE ASSURANCE Co Insurance | $768,139 | 0.36% | 98,987 | Shares | Sole | 2026-05-14 | ||||
| Large NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $739,528 | 0.35% | 95,300 | Shares | Defined | 2026-05-15 | ||||
| Small Virtus Investment Advisers, LLC | $694,294 | 0.32% | 89,471 | Shares | Other | 2026-05-14 | ||||
| Large Cambridge Investment Research Advisors, Inc. | $670,567 | 0.31% | 93,524 | Shares | Sole | 2026-07-27 | ||||
| Mega MILLENNIUM MANAGEMENT LLC | $631,400 | 0.29% | 81,366 | Shares | Sole | 2026-05-15 | ||||
| Small DENALI ADVISORS LLC | $604,387 | 0.28% | 77,885 | Shares | Sole | 2026-05-08 | ||||
| Mid Campbell & CO Investment Adviser LLC | $558,960 | 0.26% | 72,031 | Shares | Sole | 2026-05-15 | ||||
| Large ExodusPoint Capital Management, LP | $554,537 | 0.26% | 71,461 | Shares | Sole | 2026-05-14 | ||||
| Large Janney Montgomery Scott LLC | $552,279 | 0.26% | 71,170 | Shares | Sole | 2026-04-22 | ||||
| Mega JPMORGAN CHASE & CO | $540,118 | 0.25% | 69,603 | Shares | Defined | 2026-05-13 | ||||
| Large COMMONWEALTH EQUITY SERVICES, LLC | $508,256 | 0.24% | 65,497 | Shares | Sole | 2026-04-27 | ||||
| Mid PALISADE CAPITAL MANAGEMENT, LP | $489,818 | 0.23% | 63,121 | Shares | Sole | 2026-05-15 | ||||
| Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP | $486,552 | 0.23% | 62,700 | Call | Other | 2026-05-15 | ||||
| Mid CAXTON ASSOCIATES LLP | $452,935 | 0.21% | 58,368 | Shares | Sole | 2026-05-14 | ||||
| Mid Mutual Advisors, LLC | $447,821 | 0.21% | 57,709 | Shares | Sole | 2026-05-04 | ||||
| Mega ROYAL BANK OF CANADA Bank | $413,996 | 0.19% | 53,350 | Shares | Defined | 2026-05-15 | ||||
| Mega GEODE CAPITAL MANAGEMENT, LLC | $413,375 | 0.19% | 53,270 | Shares | Defined | 2026-05-15 | ||||
| Mega CITADEL ADVISORS LLC | $406,624 | 0.19% | 52,400 | Call | Defined | 2026-05-15 | ||||
| Small Almitas Capital LLC | $349,200 | 0.16% | 45,000 | Shares | Sole | 2026-05-15 | ||||
| Large Cetera Investment Advisers | $342,417 | 0.16% | 44,126 | Shares | Sole | 2026-05-13 | ||||
| Mid Spire Wealth Management | $326,952 | 0.15% | 45,600 | Shares | Sole | 2026-07-15 | ||||
| Small Nordwand Advisors, LLC | $324,368 | 0.15% | 41,800 | Shares | Sole | 2026-05-07 | ||||
| Micro Colter Lewis Investment Partners LLC | $303,439 | 0.14% | 39,103 | Shares | Sole | 2026-05-15 | ||||
| Mega CITADEL ADVISORS LLC | $269,132 | 0.13% | 34,682 | Shares | Defined | 2026-05-15 | ||||
| Mega GOLDMAN SACHS GROUP INC | $262,986 | 0.12% | 33,890 | Shares | Defined | 2026-05-15 | ||||
| Large MACKENZIE FINANCIAL CORP | $259,766 | 0.12% | 33,475 | Shares | Sole | 2026-05-13 | ||||
| Small MIRABELLA FINANCIAL SERVICES LLP | $245,472 | 0.11% | 31,633 | Shares | Sole | 2026-05-12 | ||||
| Large Fayez Sarofim & Co | $243,019 | 0.11% | 31,317 | Shares | Defined | 2026-05-15 | ||||
| Mega NORTHERN TRUST CORP Bank | $237,214 | 0.11% | 30,569 | Shares | Defined | 2026-05-14 | ||||
| Mid OPPENHEIMER & CO INC | $236,695 | 0.11% | 30,502 | Shares | Sole | 2026-04-24 | ||||
| Mid NewEdge Wealth, LLC | $235,570 | 0.11% | 30,357 | Shares | Sole | 2026-05-13 | ||||
| Mid Sanctuary Advisors, LLC | $235,065 | 0.11% | 30,292 | Shares | Sole | 2026-05-05 | ||||
| Small Next Capital Management LLC | $230,316 | 0.11% | 29,680 | Shares | Sole | 2026-05-07 | ||||
| Small MQS Management LLC | $224,232 | 0.10% | 28,896 | Shares | Sole | 2026-04-23 | ||||
| Mid INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $222,972 | 0.10% | 31,098 | Shares | Sole | 2026-07-22 | ||||
| Large &PARTNERS | $211,312 | 0.10% | 27,231 | Shares | Sole | 2026-05-15 | ||||
| Mega ENVESTNET ASSET MANAGEMENT INC | $210,598 | 0.10% | 27,139 | Shares | Sole | 2026-05-04 | ||||
| Large STIFEL FINANCIAL CORP | $197,026 | 0.09% | 25,390 | Shares | Defined | 2026-05-12 | ||||
| Mega JANE STREET GROUP, LLC | $194,069 | 0.09% | 25,009 | Shares | Defined | 2026-05-12 | ||||
| Micro Navis Wealth Advisors, LLC | $194,000 | 0.09% | 25,000 | Shares | Sole | 2026-05-15 | ||||
| Micro North Ground Capital | $194,000 | 0.09% | 25,000 | Shares | Sole | 2026-05-11 | ||||
| Small CenterStar Asset Management, LLC | $189,344 | 0.09% | 24,400 | Shares | Sole | 2026-05-01 | ||||
| Mid Entropy Technologies, LP | $186,449 | 0.09% | 24,027 | Shares | Sole | 2026-05-14 | ||||
| Micro Closed-End Fund Advisors, Inc. | $185,616 | 0.09% | 25,888 | Shares | Sole | 2026-07-27 | ||||
| Mid Generali Investments CEE, investicni spolecnost, a.s. | $181,049 | 0.08% | 25,251 | Shares | Sole | 2026-07-13 | ||||
| Mid Catalyst Capital Advisors LLC | $180,461 | 0.08% | 25,169 | Shares | Other | 2026-07-24 | ||||
| Large CAPTRUST FINANCIAL ADVISORS | $180,101 | 0.08% | 23,209 | Shares | Sole | 2026-05-15 | ||||
| Small Advyzon Investment Management, LLC | $176,384 | 0.08% | 22,730 | Shares | Sole | 2026-05-12 | ||||
| Large Empower Advisory Group, LLC | $172,318 | 0.08% | 22,206 | Shares | Sole | 2026-05-14 | ||||
| Mid CHILTON INVESTMENT CO INC. | $170,875 | 0.08% | 22,020 | Shares | Sole | 2026-05-15 | ||||
| Micro Miller Global Investments, LLC | $170,753 | 0.08% | 23,815 | Shares | Sole | 2026-07-01 | ||||
| Large Lido Advisors, LLC | $166,902 | 0.08% | 21,508 | Shares | Sole | 2026-05-13 | ||||
| Small First Affirmative Financial Network | $159,196 | 0.07% | 20,515 | Shares | Sole | 2026-05-11 | ||||
| Large Qube Research & Technologies Ltd | $159,010 | 0.07% | 20,491 | Shares | Sole | 2026-05-15 | ||||
| Mid Brevan Howard Capital Management LP | $158,047 | 0.07% | 20,367 | Shares | Defined | 2026-05-15 | ||||
| Small nVerses Capital, LLC | $154,090 | 0.07% | 19,857 | Shares | Sole | 2026-05-13 | ||||
| Micro Fund Advisors of America Inc/FL | $146,524 | 0.07% | 18,882 | Shares | Sole | 2026-05-13 | ||||
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