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 |
|---|---|---|---|---|---|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
20,520
shares
|
$222,436
0.02% of portfolio
|
Q3 2023
Added 95.06%
|
|
|
Shore Point Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
20,445
shares
|
$221,623
0.13% of portfolio
|
Q1 2025
Reduced 6.62%
|
|
|
Kula Investments, LLC
Chicago, IL |
May 15, 2023 Q1 2023 |
20,359
shares
|
$220,691
0.06% of portfolio
|
Q1 2023
New holding
|
|
|
Claybrook Capital, LLC
|
Oct 24, 2023 Q3 2023 |
19,880
shares
|
$215,499
0.15% of portfolio
|
Q3 2022
New holding
|
|
|
Pro Share Advisors LLC
|
May 08, 2025 Q1 2025 |
19,841
shares
|
$215,076
0.0% of portfolio
|
Q1 2025
Added 9.25%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
19,825
shares
|
$214,903
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
19,520
shares
|
$211,596
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Aquatic Capital Management LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
18,666
shares
|
$202,339
0.01% of portfolio
|
Q1 2025
Reduced 67.74%
|
|
|
Emc Capital Management
Houston, TX |
May 15, 2025 Q1 2025 |
18,470
shares
|
$200,214
0.12% of portfolio
|
Q4 2024
Added 130.64%
|
|
|
Sanders Morris Harris LLC
|
Apr 08, 2025 Q1 2025 |
18,375
shares
|
$199,185
0.03% of portfolio
|
Q4 2024
Reduced 5.16%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
17,525
shares
|
$189,971
0.01% of portfolio
|
Q1 2025
Reduced 3.97%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
17,510
shares
|
$189,808
0.02% of portfolio
|
Q3 2024
Reduced 4.26%
|
|
|
Virtu Financial LLC
New York, NY |
May 12, 2025 Q1 2025 |
16,655
shares
|
$180,540
0.01% of portfolio
|
Q1 2025
Reduced 6.23%
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
16,494
shares
|
$178,794
0.02% of portfolio
|
Q4 2024
Added 7.22%
|
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
May 15, 2025 Q1 2025 |
15,062
shares
|
$163,272
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
15,000
shares
|
$162,600
0.03% of portfolio
|
Q4 2019
New holding
|
|
|
Essex Financial Services, Inc.
|
Apr 25, 2025 Q1 2025 |
14,609
shares
|
$158,361
0.01% of portfolio
|
Q1 2025
Reduced 23.18%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
14,000
shares
|
$151,760
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
May 15, 2025 Q1 2025 |
14,000
shares
|
$151,760
0.0% of portfolio
|
Q4 2024
Reduced 6.67%
|
|
|
Condor Capital Management
Martinsville, NJ |
May 12, 2025 Q1 2025 |
13,730
shares
|
$148,833
0.01% of portfolio
|
Q1 2025
Reduced 18.1%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
13,687
shares
|
$148,367
0.0% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
13,515
shares
|
$146,502
0.0% of portfolio
|
Q1 2025
Reduced 87.04%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
May 15, 2025 Q1 2025 |
13,227
shares
|
$143,380
0.0% of portfolio
|
Q1 2025
Reduced 89.42%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Apr 23, 2025 Q1 2025 |
13,000
shares
|
$140,920
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Verition Fund Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
12,207
shares
|
$132,323
0.0% of portfolio
|
Q1 2025
Reduced 54.62%
|