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 188 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 $399 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
365,524
shares
|
$3.96 Million
0.01% of portfolio
|
Q1 2025
Added 6.2%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
324,625
shares
|
$3.52 Million
0.16% of portfolio
|
Q4 2023
New holding
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Apr 10, 2025 Q1 2025 |
313,430
shares
|
$3.4 Million
0.16% of portfolio
|
Q1 2025
Added 23.31%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
296,226
shares
|
$3.21 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Trexquant Investment LP
Stamford, CT |
May 14, 2025 Q1 2025 |
291,634
shares
|
$3.16 Million
0.04% of portfolio
|
Q1 2025
Added 75.26%
|
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Apr 15, 2025 Q1 2025 |
274,402
shares
|
$2.97 Million
1.36% of portfolio
|
Q1 2025
Reduced 2.73%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
260,866
shares
|
$2.83 Million
0.0% of portfolio
|
Q1 2025
Added 21.07%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
260,572
shares
|
$2.82 Million
0.04% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
May 15, 2025 Q1 2025 |
248,327
shares
|
$2.69 Million
0.05% of portfolio
|
Q1 2025
Added 8.4%
|
|
|
Granite Shares Advisors LLC
|
Apr 16, 2025 Q1 2025 |
232,504
shares
|
$2.52 Million
1.8% of portfolio
|
Q1 2025
Added 6.45%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
229,277
shares
|
$2.49 Million
0.0% of portfolio
|
Q1 2025
Added 0.52%
|
|
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
May 06, 2025 Q1 2025 |
209,500
shares
|
$2.27 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
May 14, 2025 Q1 2025 |
200,607
shares
|
$2.17 Million
0.02% of portfolio
|
Q1 2025
Added 108.99%
|
|
|
Naviter Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
197,677
shares
|
$2.14 Million
0.27% of portfolio
|
Q1 2025
Added 4.52%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
May 02, 2025 Q1 2025 |
192,281
shares
|
$2.08 Million
0.57% of portfolio
|
Q1 2025
Added 7.8%
|
|
|
Acadian Asset Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
186,266
shares
|
$2.02 Million
0.01% of portfolio
|
Q4 2024
Reduced 41.14%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
184,034
shares
|
$1.99 Million
0.0% of portfolio
|
Q1 2025
Added 5.3%
|
|
|
First National Trust CO
|
May 08, 2025 Q1 2025 |
169,359
shares
|
$1.84 Million
0.08% of portfolio
|
Q1 2025
Added 2.9%
|
|
|
Wealthedge Investment Advisors, LLC
New York, NY |
May 13, 2025 Q1 2025 |
152,878
shares
|
$1.66 Million
0.76% of portfolio
|
Q1 2025
Added 183.41%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
May 13, 2025 Q1 2025 |
149,000
shares
|
$1.62 Million
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
147,067
shares
|
$1.59 Million
0.13% of portfolio
|
Q4 2021
Added 3.8%
|
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
May 02, 2025 Q1 2025 |
145,346
shares
|
$1.58 Million
0.52% of portfolio
|
Q1 2025
Added 2.48%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
143,111
shares
|
$1.55 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
Mckinley Capital Management LLC
|
Aug 12, 2024 Q2 2024 |
135,748
shares
|
$1.47 Million
0.3% of portfolio
|
Q2 2024
Added 1.41%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
May 14, 2025 Q1 2025 |
135,462
shares
|
$1.47 Million
0.09% of portfolio
|
Q4 2024
New holding
|