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 |
|---|---|---|---|---|---|
|
Entropy Technologies, LP
New York, NY |
May 12, 2025 Q1 2025 |
11,800
shares
|
$127,912
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
10,960
shares
|
$118,806
0.01% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
10,950
shares
|
$118,698
0.0% of portfolio
|
Q1 2025
Added 107.74%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
10,845
shares
|
$117,559
0.0% of portfolio
|
Q1 2025
Reduced 3.26%
|
|
|
Barclays PLC
London, X0 |
May 15, 2025 Q1 2025 |
10,700
shares
|
$115,988
0.0% of portfolio
|
Q1 2025
Added 118.37%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
10,047
shares
|
$108,909
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
10,000
shares
|
$108,400
0.0% of portfolio
|
Q2 2023
Reduced 29.37%
|
|
|
Verity & Verity, LLC
Beaufort, SC |
Apr 16, 2025 Q1 2025 |
10,000
shares
|
$108,400
0.01% of portfolio
|
Q2 2024
Reduced 87.91%
|
|
|
Clearstead Trust, LLC
Portland, ME |
May 09, 2025 Q1 2025 |
8,694
shares
|
$94,242
0.02% of portfolio
|
Q1 2025
Added 2.9%
|
|
|
Quarry LP
New York, NY |
May 15, 2025 Q1 2025 |
8,095
shares
|
$87,749
0.02% of portfolio
|
Q1 2025
Added 360.73%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
7,295
shares
|
$79,077
0.0% of portfolio
|
Q1 2025
Added 44.91%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
6,348
shares
|
$68,812
0.0% of portfolio
|
Q4 2023
Added 13.7%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
5,660
shares
|
$61,354
0.0% of portfolio
|
Q1 2025
Reduced 38.86%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
3,690
shares
|
$39,999
0.01% of portfolio
|
Q1 2021
Reduced 3.12%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
May 12, 2025 Q1 2025 |
2,161
shares
|
$23,425
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 07, 2025 Q1 2025 |
2,104
shares
|
$22,807
0.0% of portfolio
|
Q1 2025
Added 35.48%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
2,067
shares
|
$22,406
0.0% of portfolio
|
Q2 2024
Reduced 14.83%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,550
shares
|
$16,802
0.0% of portfolio
|
Q2 2020
Reduced 10.21%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
1,500
shares
|
$16,260
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
1,101
shares
|
$11,934
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
1,000
shares
|
$10,840
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
800
shares
|
$8,672
0.0% of portfolio
|
Q1 2022
Reduced 33.83%
|
|
|
Bank & Trust CO
Litchfield, IL |
Apr 09, 2025 Q1 2025 |
422
shares
|
$4,574
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
408
shares
|
$4,422
0.0% of portfolio
|
Q1 2025
Reduced 34.72%
|
|
|
Chelsea Counsel CO
|
Feb 27, 2025 Q4 2024 |
340
shares
|
$3,685
0.0% of portfolio
|
Q2 2024
New holding
|