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 189 institutions that hold shares in the stock, with a total of 39 Million shares, which have been reported (via 13F filing form) to have a value of $433 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
65,081
shares
|
$722,399
0.0% of portfolio
|
Q4 2024
Added 27.72%
|
|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
61,228
shares
|
$679,630
0.0% of portfolio
|
Q4 2024
Added 27.79%
|
|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
59,850
shares
|
$664,335
0.02% of portfolio
|
Q4 2023
Reduced 18.29%
|
|
|
Aquatic Capital Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
57,862
shares
|
$642,268
0.02% of portfolio
|
Q4 2024
Added 880.71%
|
|
|
Hrt Financial LP
New York, NY |
Feb 14, 2025 Q4 2024 |
56,383
shares
|
$625,851
0.0% of portfolio
|
Q4 2024
Added 115.8%
|
|
|
Wealthedge Investment Advisors, LLC
New York, NY |
Mar 12, 2025 Q4 2024 |
53,942
shares
|
$598,756
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Geode Capital Management, LLC
Boston, MA |
Feb 12, 2025 Q4 2024 |
53,270
shares
|
$591,297
0.0% of portfolio
|
Q1 2022
Reduced 6.98%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
50,069
shares
|
$555,765
0.0% of portfolio
|
Q4 2022
Added 60.59%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
49,387
shares
|
$548,195
0.27% of portfolio
|
Q4 2024
Added 1.17%
|
|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
48,095
shares
|
$533,854
0.01% of portfolio
|
Q4 2022
Reduced 9.7%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
47,355
shares
|
$525,640
0.0% of portfolio
|
Q4 2024
Added 158.7%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
45,557
shares
|
$505,682
0.0% of portfolio
|
Q4 2024
Added 2.7%
|
|
|
Natixis
Paris, I0 |
Feb 13, 2025 Q4 2024 |
42,202
shares
|
$468,442
0.0% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Squarepoint Ops LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
40,292
shares
|
$447,241
0.0% of portfolio
|
Q4 2024
Added 179.69%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
38,454
shares
|
$426,839
0.0% of portfolio
|
Q3 2024
Reduced 2.05%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
37,700
shares
|
$418,470
0.01% of portfolio
|
Q4 2024
Reduced 22.28%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Feb 12, 2025 Q4 2024 |
37,075
shares
|
$411,532
0.3% of portfolio
|
Q4 2024
Reduced 27.97%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
35,885
shares
|
$398,323
0.01% of portfolio
|
Q4 2024
Added 154.32%
|
|
|
Inspire Investing, LLC
Meridian, ID |
Jan 17, 2025 Q4 2024 |
35,455
shares
|
$393,550
0.05% of portfolio
|
Q4 2024
Added 3.47%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
35,290
shares
|
$391,719
0.02% of portfolio
|
Q4 2024
Reduced 0.5%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Jan 24, 2025 Q4 2024 |
34,299
shares
|
$380,718
0.07% of portfolio
|
Q3 2023
Added 5.05%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Mar 17, 2025 Q4 2024 |
32,876
shares
|
$364,923
0.0% of portfolio
|
Q4 2024
Added 1.25%
|
|
|
Coombe, Bender & CO LLC
|
Aug 12, 2024 Q2 2024 |
32,457
shares
|
$360,272
0.24% of portfolio
|
Q2 2024
Added 2.69%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
32,429
shares
|
$359,961
0.01% of portfolio
|
Q4 2024
Reduced 0.81%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
31,954
shares
|
$354,689
0.0% of portfolio
|
Q4 2024
Reduced 0.17%
|