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 187 institutions that hold shares in the stock, with a total of 37.3 Million shares, which have been reported (via 13F filing form) to have a value of $398 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
|
$40.5 Million
8.61% of portfolio
|
Q3 2022
Added 4.72%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
3,451,200
shares
|
$36.9 Million
0.08% of portfolio
|
Q1 2025
Reduced 6.38%
|
|
|
Lsv Asset Management
Chicago, IL |
May 08, 2025 Q1 2025 |
2,764,111
shares
|
$29.5 Million
0.07% of portfolio
|
Q1 2025
Added 14.33%
|
|
|
Van Eck Associates Corp
|
May 15, 2025 Q1 2025 |
2,295,433
shares
|
$24.5 Million
0.03% of portfolio
|
Q1 2025
Reduced 2.02%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
1,406,972
shares
|
$15 Million
0.02% of portfolio
|
Q1 2025
Reduced 46.93%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
1,240,609
shares
|
$13.2 Million
0.0% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1,137,491
shares
|
$12.1 Million
0.0% of portfolio
|
Q1 2025
Added 2.58%
|
|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
May 15, 2025 Q1 2025 |
1,095,200
shares
|
$11.7 Million
0.03% of portfolio
|
Q1 2025
Added 14.17%
|
|
|
Invesco Ltd.
Atlanta, GA |
May 12, 2025 Q1 2025 |
1,091,476
shares
|
$11.7 Million
0.0% of portfolio
|
Q1 2025
Added 10.71%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
880,084
shares
|
$9.4 Million
0.0% of portfolio
|
Q1 2025
Added 52.99%
|
|
|
Dimension Capital Management LLC
Coral Gables, FL |
May 15, 2025 Q1 2025 |
811,949
shares
|
$8.67 Million
1.6% of portfolio
|
Q1 2025
Reduced 9.37%
|
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2025 Q1 2025 |
760,045
shares
|
$8.12 Million
0.02% of portfolio
|
Q1 2025
Added 11.95%
|
|
|
Legal & General Group PLC
London, X0 |
May 15, 2025 Q1 2025 |
717,608
shares
|
$7.66 Million
0.0% of portfolio
|
Q1 2025
Added 0.51%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
711,050
shares
|
$7.59 Million
0.0% of portfolio
|
Q1 2025
Added 36.86%
|
|
|
Palisade Capital Management LLC
Fort Lee, NJ |
Apr 28, 2025 Q1 2025 |
687,868
shares
|
$7.35 Million
0.27% of portfolio
|
Q1 2025
Added 5.58%
|
|
|
Ares Management LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
566,186
shares
|
$6.05 Million
0.38% of portfolio
|
Q4 2024
Added 15.15%
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
544,830
shares
|
$5.82 Million
0.0% of portfolio
|
Q1 2025
Added 50.19%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
492,201
shares
|
$5.26 Million
0.0% of portfolio
|
Q1 2025
Added 1.89%
|
|
|
Confluence Investment Management LLC
|
Apr 01, 2025 Q1 2025 |
438,682
shares
|
$4.69 Million
0.07% of portfolio
|
Q1 2025
Added 2.07%
|
|
|
Transcend Capital Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
423,784
shares
|
$4.53 Million
0.34% of portfolio
|
Q1 2025
New holding
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
410,394
shares
|
$4.38 Million
0.0% of portfolio
|
Q2 2024
Added 1.27%
|
|
|
Allspring Global Investments Holdings, LLC
|
Apr 24, 2025 Q1 2025 |
407,199
shares
|
$4.35 Million
0.01% of portfolio
|
Q1 2025
Reduced 85.88%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
403,193
shares
|
$4.31 Million
0.07% of portfolio
|
Q2 2022
New holding
|
|
|
Muzinich & Co., Inc.
New York, NY |
May 05, 2025 Q1 2025 |
393,136
shares
|
$4.2 Million
2.62% of portfolio
|
Q1 2025
Added 15.54%
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
Apr 25, 2025 Q1 2025 |
387,176
shares
|
$4.14 Million
0.0% of portfolio
|
Q1 2025
Added 19.0%
|