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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%
+2.0 pts
Top 5
36.6%
Jun 2023 → Mar 2026 · range 30.3% – 41.7%
+6.2 pts
Top 10
52.3%
Jun 2023 → Mar 2026 · range 46.2% – 58.3%
+6.1 pts
HHI
403
Jun 2023 → Mar 2026 · range 316 – 451
Broadly held +87

Quarterly Activity

vs Dec 31, 2025
New
22
Increased
36
Decreased
54
Sold Out
40
Unchanged
41
Holder count: -18
Institutional value: -30.3%
Shares held: -17.3%

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
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
Small MQS Management LLC 28,896 $224,232

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 22 Increased 36 Reduced 54 Sold out 40 Unchanged 41
Showing 100 of 155
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Large HUNTINGTON NATIONAL BANK Bank $7 0.00% 1
Large DANSKE BANK A/S Bank $7 0.00% 1
Mega CITIGROUP INC $38 0.00% 5
Small Caitong International Asset Management Co., Ltd $589 0.00% 76
Mid Allworth Financial LP $737 0.00% 95
Large JONES FINANCIAL COMPANIES LLLP $1,288 0.00% 166
Small Community Financial Services Group, LLC $1,552 0.00% 200
Large CWM, LLC $1,746 0.00% 225
Mid UMB Bank, n.a. $1,746 0.00% 225
Mid Larson Financial Group LLC $2,126 0.00% 274
Mid Parallel Advisors, LLC $2,328 0.00% 300
Mid EverSource Wealth Advisors, LLC $2,390 0.00% 308
Small CHELSEA COUNSEL CO $2,638 0.00% 340
Small Bank & Trust Co Bank $3,274 0.00% 422
Large NATIXIS $4,268 0.00% 550
Small PIN OAK INVESTMENT ADVISORS INC $7,519 0.00% 969
Mid FIRST HORIZON CORP $7,760 0.00% 1,000
Large FIFTH THIRD BANCORP Bank $8,536 0.00% 1,100
Mid Geneos Wealth Management Inc. $12,051 0.01% 1,553
Mega PNC FINANCIAL SERVICES GROUP, INC. $17,848 0.01% 2,300
Mid Advisory Services Network, LLC $19,966 0.01% 2,573
Small MTM Investment Management, LLC $27,936 0.01% 3,600
Mid HARBOUR INVESTMENTS, INC. $33,740 0.02% 4,348
Mega BNP PARIBAS ARBITRAGE, SA $36,906 0.02% 4,756
Mid State of Alaska, Department of Revenue $37,985 0.02% 4,895
Mid Union Bancaire Privee, UBP SA $40,297 0.02% 5,193
Large Steward Partners Investment Advisory, LLC $42,074 0.02% 5,422
Mid Wilmington Savings Fund Society, FSB $46,560 0.02% 6,000
Mid Sound Income Strategies, LLC $59,620 0.03% 7,683
Small State of Wyoming $70,988 0.03% 9,148
Large BROWN ADVISORY INC $77,600 0.04% 10,000
Mid Verity & Verity, LLC $77,600 0.04% 10,000
Mid AE Wealth Management LLC $81,076 0.04% 10,448
Large Rockefeller Capital Management L.P. $81,503 0.04% 10,503
Small Joel Isaacson & Co., LLC $82,411 0.04% 10,620
Mid Williams Jones Wealth Management, LLC. $85,360 0.04% 11,000
Mid Sowell Financial Services LLC $89,146 0.04% 11,488
Small Catalyst Capital Advisors LLC $93,120 0.04% 12,000
Small WEALTHEDGE INVESTMENT ADVISORS, LLC $98,552 0.05% 12,700
Large Creative Planning $110,618 0.05% 14,255
Large SG Americas Securities, LLC Broker-Dealer $121,777 0.06% 15,693
Micro Genesee Capital Advisors, LLC $123,352 0.06% 15,896
Mega RAYMOND JAMES FINANCIAL INC $124,012 0.06% 15,981
Mid Arkadios Wealth Advisors $124,160 0.06% 16,000
Mid ROTHSCHILD INVESTMENT LLC $124,160 0.06% 16,000
Mid WEDBUSH SECURITIES INC Broker-Dealer $124,354 0.06% 16,025
Small SANDERS MORRIS HARRIS LLC $127,070 0.06% 16,375
Small CALTON & ASSOCIATES, INC. $127,768 0.06% 16,465
Mid Glenview Trust Co Bank $135,800 0.06% 17,500
Small Apella Capital, LLC $135,994 0.06% 17,525
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $137,406 0.06% 17,707
Mid Equitable Holdings, Inc. $138,065 0.06% 17,792
Large ProShare Advisors LLC $142,830 0.07% 18,406
Micro Fund Advisors of America Inc/FL $146,524 0.07% 18,882
Mid PFG Investments, LLC $153,003 0.07% 19,717
Small nVerses Capital, LLC $154,090 0.07% 19,857
Mid Brevan Howard Capital Management LP $158,047 0.07% 20,367
Large Qube Research & Technologies Ltd $159,010 0.07% 20,491
Small First Affirmative Financial Network $159,196 0.07% 20,515
Large Lido Advisors, LLC $166,902 0.08% 21,508
Mid CHILTON INVESTMENT CO INC. $170,875 0.08% 22,020
Large Empower Advisory Group, LLC $172,318 0.08% 22,206
Micro Closed-End Fund Advisors, Inc. $176,299 0.08% 22,719
Small Advyzon Investment Management, LLC $176,384 0.08% 22,730
Large CAPTRUST FINANCIAL ADVISORS $180,101 0.08% 23,209
Micro Miller Global Investments, LLC $184,804 0.09% 23,815
Mid Entropy Technologies, LP $186,449 0.09% 24,027
Small CenterStar Asset Management, LLC $189,344 0.09% 24,400
Micro Navis Wealth Advisors, LLC $194,000 0.09% 25,000
Micro North Ground Capital $194,000 0.09% 25,000
Mega JANE STREET GROUP, LLC $194,069 0.09% 25,009
Small Generali Investments CEE, investicni spolecnost, a.s. $195,947 0.09% 25,251
Large STIFEL FINANCIAL CORP $197,026 0.09% 25,390
Mega ENVESTNET ASSET MANAGEMENT INC $210,598 0.10% 27,139
Large &PARTNERS $211,312 0.10% 27,231
Small MQS Management LLC $224,232 0.10% 28,896
Small Next Capital Management LLC $230,316 0.11% 29,680
Mid Sanctuary Advisors, LLC $235,065 0.11% 30,292
Mid NewEdge Wealth, LLC $235,570 0.11% 30,357
Mid Y-Intercept (Hong Kong) Ltd $235,935 0.11% 30,404
Mid OPPENHEIMER & CO INC $236,695 0.11% 30,502
Mega NORTHERN TRUST CORP Bank $237,214 0.11% 30,569
Large Fayez Sarofim & Co $243,019 0.11% 31,317
Small MIRABELLA FINANCIAL SERVICES LLP $245,472 0.11% 31,633
Mid INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $250,469 0.12% 32,277
Large MACKENZIE FINANCIAL CORP $259,766 0.12% 33,475
Mega GOLDMAN SACHS GROUP INC $262,986 0.12% 33,890
Mega CITADEL ADVISORS LLC $269,132 0.12% 34,682
Micro Colter Lewis Investment Partners LLC $303,439 0.14% 39,103
Small Nordwand Advisors, LLC $324,368 0.15% 41,800
Large Cetera Investment Advisers $342,417 0.16% 44,126
Small Almitas Capital LLC $349,200 0.16% 45,000
Mid Spire Wealth Management $353,856 0.16% 45,600
Mega CITADEL ADVISORS LLC $406,624 0.19% 52,400
Mega GEODE CAPITAL MANAGEMENT, LLC $413,375 0.19% 53,270
Mega ROYAL BANK OF CANADA Bank $413,996 0.19% 53,350
Mid Mutual Advisors, LLC $447,821 0.21% 57,709
Mid CAXTON ASSOCIATES LLP $452,935 0.21% 58,368
Mid Valeo Financial Advisors, LLC $464,436 0.21% 59,850
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $486,552 0.22% 62,700
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