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 |
|---|---|---|---|---|---|
|
Everstar Asset Management, LLC
Mooresville, NC |
May 15, 2025 Q1 2025 |
59,754
shares
|
$647,733
0.48% of portfolio
|
Q1 2025
Added 61.17%
|
|
|
Y Intercept (Hong Kong) LTD
|
May 05, 2025 Q1 2025 |
57,096
shares
|
$618,920
0.05% of portfolio
|
Q1 2025
Reduced 45.06%
|
|
|
Geode Capital Management, LLC
Boston, MA |
May 13, 2025 Q1 2025 |
53,270
shares
|
$577,446
0.0% of portfolio
|
Q1 2022
Reduced 6.98%
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
52,644
shares
|
$570,660
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
50,069
shares
|
$542,747
0.0% of portfolio
|
Q4 2022
Added 60.59%
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
48,095
shares
|
$521,349
0.01% of portfolio
|
Q4 2022
Reduced 9.7%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
47,355
shares
|
$513,328
0.0% of portfolio
|
Q4 2024
Added 158.7%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
46,846
shares
|
$507,810
0.26% of portfolio
|
Q1 2025
Reduced 5.15%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
46,785
shares
|
$507,149
0.01% of portfolio
|
Q1 2025
Added 30.37%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
46,419
shares
|
$503,181
0.0% of portfolio
|
Q1 2025
Reduced 41.0%
|
|
|
Mqs Management LLC
|
May 01, 2025 Q1 2025 |
46,305
shares
|
$501,946
0.29% of portfolio
|
Q1 2025
Added 325.05%
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
May 19, 2025 Q1 2025 |
45,500
shares
|
$493,220
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Privium Fund Management (Uk) LTD
|
May 08, 2025 Q1 2025 |
45,500
shares
|
$493,220
0.39% of portfolio
|
Q1 2025
New holding
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
May 15, 2025 Q1 2025 |
43,558
shares
|
$472,168
0.0% of portfolio
|
Q1 2025
Added 79.07%
|
|
|
Natixis
Paris, I0 |
May 14, 2025 Q1 2025 |
42,216
shares
|
$457,621
0.0% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Apr 14, 2025 Q1 2025 |
40,504
shares
|
$439,063
0.27% of portfolio
|
Q1 2025
Added 820.75%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
40,237
shares
|
$436,169
0.0% of portfolio
|
Q1 2025
Added 22.39%
|
|
|
Fox Run Management, L.L.C.
Greenwich, CT |
May 13, 2025 Q1 2025 |
40,117
shares
|
$434,868
0.07% of portfolio
|
Q1 2025
Added 296.96%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
38,454
shares
|
$416,841
0.0% of portfolio
|
Q3 2024
Reduced 2.05%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
37,700
shares
|
$408,668
0.01% of portfolio
|
Q4 2024
Reduced 22.28%
|
|
|
Inspire Investing, LLC
Meridian, ID |
Jan 17, 2025 Q4 2024 |
35,455
shares
|
$384,332
0.05% of portfolio
|
Q4 2024
Added 3.47%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Apr 14, 2025 Q1 2025 |
34,299
shares
|
$371,801
0.07% of portfolio
|
Q3 2023
Added 5.05%
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
May 07, 2025 Q1 2025 |
33,890
shares
|
$367,367
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Apr 21, 2025 Q1 2025 |
33,869
shares
|
$367,139
0.02% of portfolio
|
Q1 2025
Reduced 4.03%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
33,624
shares
|
$364,484
0.01% of portfolio
|
Q1 2025
Added 7.86%
|