New Mountain Finance Corp (NMFC) Institutional Ownership

Institutions by Trading Activity

125,036,696Shares Outstanding

33,981,552Shares held by institutions

$283,236,236Value of institutional holdings

27.18%Institutional ownership %

16.45%Shares Changed QoQ

167No. of institutional investors

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

These investors collectively held 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% quarter over quarter, and separately, investors owning New Mountain Finance decreased 0.6% from a year ago.
Among the 166 funds, 83 bought more New Mountain Finance shares, 53 sold down, and 30 held their ground.
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.
CONFLUENCE INVESTMENT MANAGEMENT LLC leads ownership in NMFC with 277.57K shares as of December 31, 2025, equal to 0.22% of outstanding shares.
The largest sellers of New Mountain Finance for the quarter ending December 2025 were CONFLUENCE INVESTMENT MANAGEMENT LLC (17.19K).
New Mountain Finance's 1 largest shareholders as of December 2025 include CONFLUENCE INVESTMENT MANAGEMENT LLC (277.57K) per Business Quant data.

33,981,552 Total Shares Held

Rows:

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
LSV ASSET MANAGEMENT	31 Dec, 2025	2,986,718	353,062	13.41%	$27,508.00
VAN ECK ASSOCIATES CORP	31 Dec, 2025	2,339,114	-250,684	-9.68%	$21,543.00
Jpmorgan Chase & Co	31 Dec, 2025	2,038,662	-1,152,630	-36.12%	$18,776,077.00
Corient Private Wealth LLC	31 Dec, 2025	1,617,764	1,617,764	0.00%	$14,899,616.00
UBS Group AG	31 Dec, 2025	1,541,128	385,891	33.40%	$14,193,789.00
RIVERNORTH CAPITAL MANAGEMENT, LLC	31 Dec, 2025	1,338,277	1,338,277	0.00%	$12,325,531.00
Invesco Ltd.	31 Dec, 2025	1,190,357	-29,456	-2.41%	$10,963,188.00
DIMENSION CAPITAL MANAGEMENT LLC	31 Dec, 2025	1,149,335	16,848	1.49%	$10,585,392.00
Morgan Stanley	31 Dec, 2025	1,126,025	298,892	36.14%	$10,370,691.00
Cerity Partners LLC	31 Dec, 2025	1,042,196	-1,029,828	-49.70%	$9,598,622.00
Muzinich & Co., Inc.	31 Dec, 2025	849,437	178,381	26.58%	$7,823,319.00
Legal & General Group Plc	31 Dec, 2025	742,423	88,441	13.52%	$6,826,580.00
Sumitomo Mitsui Trust Group, Inc.	31 Dec, 2025	690,497	84,233	13.89%	$6,359,477.00
BlackRock, Inc.	31 Dec, 2025	687,141	-7,752	-1.12%	$6,328,569.00
Pathstone Holdings, LLC	31 Dec, 2025	649,512	338,969	109.15%	$5,982,005.00
ARES MANAGEMENT LLC	31 Dec, 2025	602,575	6,204	1.04%	$5,549,716.00
GraniteShares Advisors LLC	31 Dec, 2025	587,598	315,642	116.06%	$5,411,778.00
TWO SIGMA INVESTMENTS, LP	31 Dec, 2025	586,617	141,522	31.80%	$5,402,743.00
Closed-End Fund Advisors, Inc.	31 Dec, 2025	586,070	586,070	0.00%	$5,397,705.00
Hennion & Walsh Asset Management, Inc.	31 Dec, 2025	562,980	82,560	17.18%	$5,185,046.00

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