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 39.1 Million shares, which have been reported (via 13F filing form) to have a value of $478 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
|
$46.5 Million
8.61% of portfolio
|
Q3 2022
Added 4.72%
|
|
|
Cerity Partners LLC
New York, NY |
May 14, 2024 Q1 2024 |
3,600,932
shares
|
$44.1 Million
0.12% of portfolio
|
Q1 2024
Added 0.74%
|
|
|
Allspring Global Investments Holdings, LLC
|
Apr 29, 2024 Q1 2024 |
3,083,543
shares
|
$37.7 Million
0.06% of portfolio
|
Q1 2024
Added 0.23%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 06, 2024 Q1 2024 |
3,049,186
shares
|
$37.3 Million
0.06% of portfolio
|
Q1 2024
Added 7.54%
|
|
|
Lsv Asset Management
Chicago, IL |
May 06, 2024 Q1 2024 |
2,531,175
shares
|
$31 Million
0.07% of portfolio
|
Q1 2024
Reduced 1.03%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
2,115,053
shares
|
$25.9 Million
0.0% of portfolio
|
Q1 2024
Added 2.13%
|
|
|
Van Eck Associates Corp
|
Apr 30, 2024 Q1 2024 |
1,710,907
shares
|
$20.9 Million
0.03% of portfolio
|
Q1 2024
Added 9.5%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
1,221,145
shares
|
$14.9 Million
0.0% of portfolio
|
Q1 2024
Reduced 1.28%
|
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2024 Q1 2024 |
1,187,251
shares
|
$14.5 Million
0.04% of portfolio
|
Q1 2024
Added 37.94%
|
|
|
Dimension Capital Management LLC
Coral Gables, FL |
May 13, 2024 Q1 2024 |
1,168,159
shares
|
$14.3 Million
2.96% of portfolio
|
Q1 2024
Reduced 2.62%
|
|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
May 15, 2024 Q1 2024 |
1,033,000
shares
|
$12.6 Million
0.03% of portfolio
|
Q1 2024
Added 38.27%
|
|
|
Palisade Capital Management LLC
Fort Lee, NJ |
May 15, 2024 Q1 2024 |
864,014
shares
|
$10.6 Million
0.34% of portfolio
|
Q1 2024
Reduced 9.2%
|
|
|
Legal & General Group PLC
London, X0 |
May 14, 2024 Q1 2024 |
821,417
shares
|
$10.1 Million
0.0% of portfolio
|
Q1 2024
Added 4.37%
|
|
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
May 13, 2024 Q1 2024 |
561,026
shares
|
$6.87 Million
0.05% of portfolio
|
Q1 2024
Added 2.39%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
465,596
shares
|
$5.7 Million
0.0% of portfolio
|
Q1 2024
Reduced 7.43%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
May 15, 2024 Q1 2024 |
433,405
shares
|
$5.3 Million
0.0% of portfolio
|
Q1 2024
Reduced 13.71%
|
|
|
Cliffwater LLC
Marina Del Rey, CA |
May 10, 2024 Q1 2024 |
425,174
shares
|
$5.2 Million
1.68% of portfolio
|
Q1 2024
Reduced 43.01%
|
|
|
Confluence Investment Management LLC
|
Apr 01, 2024 Q1 2024 |
414,282
shares
|
$5.07 Million
0.07% of portfolio
|
Q1 2024
Added 10.36%
|
|
|
Black Rock Inc.
New York, NY |
May 10, 2024 Q1 2024 |
405,245
shares
|
$4.96 Million
0.0% of portfolio
|
Q1 2024
Added 24.6%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
403,193
shares
|
$4.94 Million
0.07% of portfolio
|
Q2 2022
New holding
|
|
|
Lindbrook Capital, LLC
|
Apr 25, 2024 Q1 2024 |
387,320
shares
|
$4.74 Million
0.47% of portfolio
|
Q1 2024
Reduced 1.52%
|
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
376,227
shares
|
$4.61 Million
0.0% of portfolio
|
Q1 2024
Added 10.04%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
373,394
shares
|
$4.57 Million
0.01% of portfolio
|
Q1 2024
Added 0.72%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
324,625
shares
|
$3.97 Million
0.16% of portfolio
|
Q4 2023
New holding
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
May 14, 2024 Q1 2024 |
314,702
shares
|
$3.85 Million
0.08% of portfolio
|
Q1 2024
Added 3.04%
|
|