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 186 institutions that hold shares in the stock, with a total of 35.3 Million shares, which have been reported (via 13F filing form) to have a value of $365 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
3,796,759
shares
|
$39.3 Million
8.61% of portfolio
|
Q3 2022
Added 4.72%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
2,769,051
shares
|
$28.7 Million
0.05% of portfolio
|
Q2 2025
Reduced 19.77%
|
|
|
Lsv Asset Management
Chicago, IL |
Aug 11, 2025 Q2 2025 |
2,763,256
shares
|
$28.6 Million
0.07% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Van Eck Associates Corp
|
Aug 14, 2025 Q2 2025 |
2,474,794
shares
|
$25.6 Million
0.03% of portfolio
|
Q2 2025
Added 7.81%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
1,254,591
shares
|
$13 Million
0.0% of portfolio
|
Q2 2025
Added 42.55%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
1,240,609
shares
|
$12.9 Million
0.0% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
Aug 14, 2025 Q2 2025 |
1,054,100
shares
|
$10.9 Million
0.02% of portfolio
|
Q2 2025
Reduced 3.75%
|
|
|
Invesco Ltd.
Atlanta, GA |
Aug 13, 2025 Q2 2025 |
1,029,661
shares
|
$10.7 Million
0.0% of portfolio
|
Q2 2025
Reduced 5.66%
|
|
|
Dimension Capital Management LLC
Coral Gables, FL |
Aug 14, 2025 Q2 2025 |
950,072
shares
|
$9.84 Million
1.56% of portfolio
|
Q2 2025
Added 17.01%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
833,351
shares
|
$8.63 Million
0.0% of portfolio
|
Q2 2025
Reduced 26.74%
|
|
|
Two Sigma Investments, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
747,973
shares
|
$7.75 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.59%
|
|
|
Transcend Capital Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
714,104
shares
|
$7.4 Million
0.58% of portfolio
|
Q2 2025
Added 68.51%
|
|
|
Legal & General Group PLC
London, X0 |
Aug 12, 2025 Q2 2025 |
708,066
shares
|
$7.34 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.33%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
643,433
shares
|
$6.67 Million
0.0% of portfolio
|
Q2 2025
Added 18.1%
|
|
|
Ares Management LLC
Los Angeles, CA |
Aug 14, 2025 Q2 2025 |
596,371
shares
|
$6.18 Million
0.32% of portfolio
|
Q2 2025
Added 5.33%
|
|
|
Muzinich & Co., Inc.
New York, NY |
Aug 04, 2025 Q2 2025 |
575,474
shares
|
$5.96 Million
2.81% of portfolio
|
Q2 2025
Added 46.38%
|
|
|
Palisade Capital Management LLC
Fort Lee, NJ |
Aug 14, 2025 Q2 2025 |
494,413
shares
|
$5.12 Million
0.18% of portfolio
|
Q2 2025
Reduced 28.12%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
493,699
shares
|
$5.11 Million
0.01% of portfolio
|
Q2 2025
Reduced 64.91%
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
Jul 31, 2025 Q2 2025 |
491,424
shares
|
$5.09 Million
0.0% of portfolio
|
Q2 2025
Added 26.93%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
410,394
shares
|
$4.25 Million
0.0% of portfolio
|
Q2 2024
Added 1.27%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Aug 07, 2025 Q2 2025 |
410,143
shares
|
$4.25 Million
0.18% of portfolio
|
Q2 2025
Added 30.86%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
403,193
shares
|
$4.18 Million
0.07% of portfolio
|
Q2 2022
New holding
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
402,565
shares
|
$4.17 Million
0.0% of portfolio
|
Q2 2025
Reduced 43.38%
|
|
|
Confluence Investment Management LLC
|
Jul 01, 2025 Q2 2025 |
369,161
shares
|
$3.82 Million
0.06% of portfolio
|
Q2 2025
Reduced 15.85%
|
|
|
Acadian Asset Management LLC
Boston, MA |
Aug 07, 2025 Q2 2025 |
345,926
shares
|
$3.58 Million
0.01% of portfolio
|
Q2 2025
Added 266.72%
|