New Mountain Finance Corp (NMFC) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

125,036,696Shares Outstanding
33,739,770Shares held by institutions
$230,105,237Value of institutional holdings
26.98%Institutional ownership %
15.62%Shares Changed QoQ
166No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

New Mountain Finance Corp (NASDAQ:NMFC) has 166 institutional investors with active 13F positions as of December 2025.

152 Institutional Holders

33,739,770 Total Shares Held
Download Data
Owner Name Date Shares Held Change (QoQ) Change (%) Value (USD)
LSV ASSET MANAGEMENT 31 Mar, 2026 3,022,118 35,400 1.19% $23,452.00
Invesco Ltd. 31 Mar, 2026 2,139,677 949,320 79.75% $16,603,894.00
UBS Group AG 31 Mar, 2026 2,091,276 550,148 35.70% $16,228,302.00
VAN ECK ASSOCIATES CORP 31 Mar, 2026 1,796,175 -542,939 -23.21% $13,938.00
DIMENSION CAPITAL MANAGEMENT LLC 31 Mar, 2026 1,156,541 7,206 0.63% $8,974,772.00
Russell Investments Group, Ltd. 31 Mar, 2026 938,679 588,313 167.91% $7,284,149.00
Cerity Partners LLC 31 Mar, 2026 872,844 -169,352 -16.25% $6,773,273.00
Corient Private Wealth LLC 31 Mar, 2026 871,296 -746,468 -46.14% $6,761,264.00
National Philanthropic Trust 31 Mar, 2026 852,921 0 0.00% $6,618,667.00
Muzinich & Co., Inc. 31 Mar, 2026 848,918 -519 -0.06% $6,587,607.00
TWO SIGMA INVESTMENTS, LP 31 Mar, 2026 836,457 249,840 42.59% $6,490,906.00
Legal & General Group Plc 31 Mar, 2026 785,496 43,073 5.80% $6,095,449.00
Morgan Stanley 31 Mar, 2026 729,938 -396,087 -35.18% $5,664,327.00
Sumitomo Mitsui Trust Group, Inc. 31 Mar, 2026 688,578 -1,919 -0.28% $5,343,365.00
Pathstone Holdings, LLC 31 Mar, 2026 661,219 11,707 1.80% $5,131,059.00
Hennion & Walsh Asset Management, Inc. 31 Mar, 2026 513,085 -49,895 -8.86% $3,981,540.00
OSAIC HOLDINGS, INC. 31 Mar, 2026 450,470 19,739 4.58% $3,495,809.00
HighTower Advisors, LLC 31 Mar, 2026 423,732 -94,500 -18.24% $3,288,155.00
BlackRock, Inc. 31 Mar, 2026 352,242 -334,899 -48.74% $2,733,398.00
D. E. Shaw & Co., Inc. 31 Mar, 2026 347,520 228,935 193.06% $2,696,755.00