New Mountain Finance Corp (NMFC) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

0Shares Outstanding

1,051,663Shares held by institutions

$8,029,447Value of institutional holdings

23.74%Institutional ownership %

0.62%Shares Changed QoQ

164No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

New Mountain Finance Corp (NASDAQ:NMFC) has 166 institutional investors that have filed 13F reports for the period ending December 2025.

Collectively, these holders controlled 27.0% of New Mountain Finance's outstanding shares in December 2025, up from 24.7% in September 2025.
Their total shares held in NMFC increased 15.62% from the prior quarter, while the number of investors in New Mountain Finance decreased 0.6% year over year.
During the quarter, 83 of these 166 funds increased positions in NMFC, 53 reduced exposure, and 30 held steady.
The aggregate institutional position in New Mountain Finance amounted to 33.74Mn shares as of December 2025, up by 4.56Mn shares quarter on quarter, and down 1.89Mn shares year over year.
As of December 31, 2025, the biggest holder of New Mountain Finance is LSV ASSET MANAGEMENT at 2.99Mn shares, representing 2.39% of shares outstanding.
The biggest buyers of New Mountain Finance for the quarter ending December 2025 included Corient Private Wealth LLC (1.62Mn), RIVERNORTH CAPITAL MANAGEMENT, LLC (1.34Mn), Closed-End Fund Advisors, Inc. (586.07K), Truffle Hound Capital, LLC (550.0K), UBS Group AG (385.89K).
Top sellers of NMFC stock for the quarter ending December 2025 included Jpmorgan Chase & Co (1.15Mn), Cerity Partners LLC (1.03Mn), Bank Of America Corp /De/ (1.01Mn), TWO SIGMA ADVISERS, LP (329.6K), TRANSCEND CAPITAL ADVISORS, LLC (295.28K).
Per Business Quant, the top 10 investors in NMFC for the quarter ending December 2025 include LSV ASSET MANAGEMENT (2.99Mn), VAN ECK ASSOCIATES CORP (2.34Mn), Jpmorgan Chase & Co (2.04Mn), Corient Private Wealth LLC (1.62Mn), UBS Group AG (1.54Mn), RIVERNORTH CAPITAL MANAGEMENT, LLC (1.34Mn), Invesco Ltd. (1.19Mn), DIMENSION CAPITAL MANAGEMENT LLC (1.15Mn), Morgan Stanley (1.13Mn), Cerity Partners LLC (1.04Mn).

167 Institutional Holders

1,051,663 Total Shares Held

Rows:

Download Data

Owner Name	Date	Change (QoQ)	Change (%)	Value (USD)
BlackRock, Inc.	31 Dec, 2025	-7,752	-1.12%	$0.00
LSV ASSET MANAGEMENT	31 Dec, 2025	353,062	13.41%	$0.00
Corient Private Wealth LLC	31 Dec, 2025	1,617,764	0.00%	$0.00
Rockefeller Capital Management L.P.	31 Dec, 2025	25,815	536.81%	$0.00
VAN ECK ASSOCIATES CORP	31 Dec, 2025	-250,684	-9.68%	$0.00
UBS Group AG	31 Dec, 2025	385,891	33.40%	$0.00
Fund Advisors of America Inc/FL	31 Dec, 2025	21,537	0.00%	$0.00
Jpmorgan Chase & Co	31 Dec, 2025	-1,152,630	-36.12%	$0.00
Muzinich & Co., Inc.	31 Dec, 2025	178,381	26.58%	$0.00
RIVERNORTH CAPITAL MANAGEMENT, LLC	31 Dec, 2025	1,338,277	0.00%	$0.00
Pathstone Holdings, LLC	31 Dec, 2025	338,969	109.15%	$0.00
Invesco Ltd.	31 Dec, 2025	-29,456	-2.41%	$0.00
GraniteShares Advisors LLC	31 Dec, 2025	315,642	116.06%	$0.00
DIMENSION CAPITAL MANAGEMENT LLC	31 Dec, 2025	16,848	1.49%	$0.00
Closed-End Fund Advisors, Inc.	31 Dec, 2025	586,070	0.00%	$0.00
Morgan Stanley	31 Dec, 2025	298,892	36.14%	$0.00
Hennion & Walsh Asset Management, Inc.	31 Dec, 2025	82,560	17.18%	$0.00
Cerity Partners LLC	31 Dec, 2025	-1,029,828	-49.70%	$0.00
OSAIC HOLDINGS, INC.	31 Dec, 2025	22,873	5.61%	$0.00
Legal & General Group Plc	31 Dec, 2025	88,441	13.52%	$0.00

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