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 |
|---|---|---|---|---|---|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
33,222
shares
|
$360,126
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Lansforsakringar Fondforvaltning Ab (Publ)
Stockholm, V7 |
May 14, 2025 Q1 2025 |
32,764
shares
|
$355,161
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Coombe, Bender & CO LLC
|
Aug 12, 2024 Q2 2024 |
32,457
shares
|
$351,833
0.24% of portfolio
|
Q2 2024
Added 2.69%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
32,059
shares
|
$347,519
0.01% of portfolio
|
Q1 2025
Reduced 1.14%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
31,954
shares
|
$346,381
0.0% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
31,259
shares
|
$338,847
0.03% of portfolio
|
Q4 2024
Reduced 91.65%
|
|
|
Moloney Securities Asset Management, LLC
|
Apr 30, 2025 Q1 2025 |
30,495
shares
|
$330,565
0.05% of portfolio
|
Q1 2025
Added 0.72%
|
|
|
Fayez Sarofim & CO
Houston, TX |
May 12, 2025 Q1 2025 |
30,272
shares
|
$328,148
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
30,000
shares
|
$325,200
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
State Street Corp
Boston, MA |
May 15, 2025 Q1 2025 |
28,864
shares
|
$312,885
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bard Associates Inc
Chicago, IL |
May 09, 2025 Q1 2025 |
27,473
shares
|
$297,807
0.13% of portfolio
|
Q4 2024
Reduced 5.83%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Apr 16, 2025 Q1 2025 |
27,419
shares
|
$297,221
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sei Investments CO
Oaks, PA |
May 14, 2025 Q1 2025 |
26,887
shares
|
$291,455
0.0% of portfolio
|
Q1 2025
Reduced 72.17%
|
|
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
Apr 29, 2025 Q1 2025 |
26,672
shares
|
$289,124
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Exodus Point Capital Management, LP
New York, NY |
May 14, 2025 Q1 2025 |
26,100
shares
|
$282,924
0.0% of portfolio
|
Q1 2025
Reduced 0.73%
|
|
|
Phar Vision Advisers, LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
25,442
shares
|
$275,791
0.39% of portfolio
|
Q1 2025
New holding
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
25,378
shares
|
$275,097
0.0% of portfolio
|
Q1 2025
Reduced 58.55%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
24,456
shares
|
$265,103
0.02% of portfolio
|
Q3 2022
Reduced 3.55%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
24,146
shares
|
$261,742
0.0% of portfolio
|
Q1 2025
Added 94.85%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
24,081
shares
|
$261,038
0.0% of portfolio
|
Q1 2025
Reduced 47.14%
|
|
|
Squarepoint Ops LLC
New York, NY |
May 15, 2025 Q1 2025 |
23,991
shares
|
$260,062
0.0% of portfolio
|
Q1 2025
Reduced 40.46%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
23,968
shares
|
$259,813
0.0% of portfolio
|
Q1 2025
Reduced 11.08%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
23,801
shares
|
$258,002
0.0% of portfolio
|
Q1 2025
Reduced 63.43%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
May 09, 2025 Q1 2025 |
22,397
shares
|
$242,783
0.0% of portfolio
|
Q1 2025
Added 0.86%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
22,206
shares
|
$240,713
0.0% of portfolio
|
Q4 2021
New holding
|