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 184 institutions that hold shares in the stock, with a total of 40.1 Million shares, which have been reported (via 13F filing form) to have a value of $465 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
3,823,925
shares
|
$44.1 Million
0.1% of portfolio
|
Q3 2024
Added 2.69%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
3,796,759
shares
|
$43.7 Million
8.61% of portfolio
|
Q3 2022
Added 4.72%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
3,376,702
shares
|
$38.9 Million
0.06% of portfolio
|
Q3 2024
Added 7.57%
|
|
|
Allspring Global Investments Holdings, LLC
|
Oct 18, 2024 Q3 2024 |
3,067,421
shares
|
$35.3 Million
0.06% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Lsv Asset Management
Chicago, IL |
Nov 12, 2024 Q3 2024 |
2,476,675
shares
|
$28.5 Million
0.06% of portfolio
|
Q3 2024
Reduced 2.82%
|
|
|
Van Eck Associates Corp
|
Oct 29, 2024 Q3 2024 |
2,249,321
shares
|
$25.9 Million
0.03% of portfolio
|
Q3 2024
Added 8.11%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
1,455,244
shares
|
$16.8 Million
0.0% of portfolio
|
Q3 2024
Reduced 25.75%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
1,258,842
shares
|
$14.5 Million
0.0% of portfolio
|
Q3 2024
Added 1.29%
|
|
|
Dimension Capital Management LLC
Coral Gables, FL |
Nov 14, 2024 Q3 2024 |
1,066,131
shares
|
$12.3 Million
2.41% of portfolio
|
Q3 2024
Reduced 1.33%
|
|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
Nov 14, 2024 Q3 2024 |
1,026,200
shares
|
$11.8 Million
0.03% of portfolio
|
Q3 2024
Reduced 3.12%
|
|
|
Palisade Capital Management LLC
Fort Lee, NJ |
Nov 14, 2024 Q3 2024 |
838,771
shares
|
$9.66 Million
0.31% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Legal & General Group PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
763,709
shares
|
$8.8 Million
0.0% of portfolio
|
Q3 2024
Reduced 8.7%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
752,974
shares
|
$8.67 Million
0.02% of portfolio
|
Q3 2024
Reduced 14.18%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
542,798
shares
|
$6.25 Million
0.0% of portfolio
|
Q3 2024
Added 6.06%
|
|
|
Ares Management LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
491,694
shares
|
$5.66 Million
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
Nov 12, 2024 Q3 2024 |
470,297
shares
|
$5.42 Million
0.04% of portfolio
|
Q3 2024
Reduced 9.36%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
454,979
shares
|
$5.24 Million
0.0% of portfolio
|
Q3 2024
Reduced 14.48%
|
|
|
Confluence Investment Management LLC
|
Oct 31, 2024 Q3 2024 |
428,334
shares
|
$4.93 Million
0.07% of portfolio
|
Q4 2023
Reduced 12.31%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
410,394
shares
|
$4.73 Million
0.0% of portfolio
|
Q2 2024
Added 1.27%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
403,193
shares
|
$4.64 Million
0.07% of portfolio
|
Q2 2022
New holding
|
|
|
Tranquility Partners, LLC
|
Nov 07, 2024 Q3 2024 |
398,344
shares
|
$4.59 Million
1.77% of portfolio
|
Q3 2024
Added 2.47%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
374,487
shares
|
$4.31 Million
0.09% of portfolio
|
Q3 2024
Added 1017.27%
|
|
|
Muzinich & Co., Inc.
New York, NY |
Nov 06, 2024 Q3 2024 |
346,118
shares
|
$3.99 Million
3.12% of portfolio
|
Q3 2024
Added 6.4%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
344,182
shares
|
$3.96 Million
0.01% of portfolio
|
Q3 2024
Added 5.81%
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
Nov 05, 2024 Q3 2024 |
340,158
shares
|
$3.92 Million
0.0% of portfolio
|
Q3 2024
Added 9.3%
|