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 |
|---|---|---|---|---|---|
|
Alberta Investment Management Corp
Edmonton, A0 |
May 08, 2025 Q1 2025 |
121,800
shares
|
$1.32 Million
0.01% of portfolio
|
Q4 2018
Added 61.73%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
121,447
shares
|
$1.32 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.4%
|
|
|
Tranquility Partners, LLC
|
Apr 24, 2025 Q1 2025 |
120,472
shares
|
$1.31 Million
0.52% of portfolio
|
Q1 2025
Added 32.57%
|
|
|
Neuberger Berman Group LLC
New York, NY |
May 13, 2025 Q1 2025 |
119,158
shares
|
$1.29 Million
0.0% of portfolio
|
Q1 2025
Reduced 24.29%
|
|
|
Denali Advisors LLC
|
May 05, 2025 Q1 2025 |
118,966
shares
|
$1.29 Million
0.15% of portfolio
|
Q1 2025
Added 12.16%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
118,024
shares
|
$1.28 Million
0.0% of portfolio
|
Q1 2025
Reduced 13.71%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
99,253
shares
|
$1.08 Million
0.0% of portfolio
|
Q1 2025
Added 6.39%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
98,674
shares
|
$1.07 Million
0.02% of portfolio
|
Q1 2025
Reduced 3.22%
|
|
|
Virtus Investment Advisers, Inc.
Hartford, CT |
May 14, 2025 Q1 2025 |
97,969
shares
|
$1.06 Million
0.37% of portfolio
|
Q1 2025
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
96,978
shares
|
$1.05 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Macquarie Group LTD
Australia, C3 |
May 15, 2025 Q1 2025 |
95,300
shares
|
$1.03 Million
0.0% of portfolio
|
Q4 2020
Added 32.55%
|
|
|
Great West Life Assurance CO
Winnipeg, A2 |
May 15, 2025 Q1 2025 |
93,171
shares
|
$1.01 Million
0.0% of portfolio
|
Q1 2025
Added 20.97%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
81,822
shares
|
$886,950
0.0% of portfolio
|
Q1 2025
Added 4.04%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
79,096
shares
|
$857,400
0.0% of portfolio
|
Q1 2025
Reduced 5.62%
|
|
|
Bramshill Investments, LLC
Naples, FL |
May 15, 2025 Q1 2025 |
77,125
shares
|
$836,035
0.1% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
76,418
shares
|
$828,371
0.0% of portfolio
|
Q3 2024
Reduced 3.15%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
74,126
shares
|
$803,525
0.0% of portfolio
|
Q1 2025
Reduced 52.4%
|
|
|
Epoch Investment Partners, Inc.
New York, NY |
May 14, 2025 Q1 2025 |
73,315
shares
|
$794,734
0.0% of portfolio
|
Q1 2025
Reduced 13.52%
|
|
|
Chilton Investment CO Inc.
Stamford, CT |
May 15, 2025 Q1 2025 |
70,520
shares
|
$764,436
0.02% of portfolio
|
Q1 2025
Reduced 17.54%
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
May 12, 2025 Q1 2025 |
69,953
shares
|
$758,290
0.0% of portfolio
|
Q1 2025
Reduced 30.95%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
63,423
shares
|
$687,505
0.0% of portfolio
|
Q1 2025
Reduced 45.84%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
63,208
shares
|
$685,174
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
63,156
shares
|
$684,611
0.0% of portfolio
|
Q1 2025
Reduced 8.49%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
60,337
shares
|
$654,053
0.0% of portfolio
|
Q1 2025
Reduced 56.21%
|
|
|
Valeo Financial Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
59,850
shares
|
$648,774
0.02% of portfolio
|
Q4 2023
Reduced 18.29%
|