New Mountain Finance Corp (NMFC) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

125,036,696Shares Outstanding
27,770,769Shares held by institutions
$224,804,375Value of institutional holdings
22.21%Institutional ownership %
-10.49%Shares Changed QoQ
152No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

New Mountain Finance Corp (NASDAQ:NMFC) showed up in the 13F filings of 166 institutional investors as of December 2025.

293 Institutional Holders

27,770,769 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
LSV ASSET MANAGEMENT 31 Mar, 2026 2,986,718 353,062 13.41% $27,508.00
VAN ECK ASSOCIATES CORP 31 Mar, 2026 2,339,114 -250,684 -9.68% $21,543.00
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
Jpmorgan Chase & Co 31 Mar, 2026 2,038,662 -1,152,630 -36.12% $18,776,077.00
VAN ECK ASSOCIATES CORP 31 Mar, 2026 1,796,175 -542,939 -23.21% $13,938.00
Corient Private Wealth LLC 31 Mar, 2026 1,617,764 1,617,764 0.00% $14,899,616.00
UBS Group AG 31 Mar, 2026 1,541,128 385,891 33.40% $14,193,789.00
RIVERNORTH CAPITAL MANAGEMENT, LLC 31 Mar, 2026 1,338,277 1,338,277 0.00% $12,325,531.00
Invesco Ltd. 31 Mar, 2026 1,190,357 -29,456 -2.41% $10,963,188.00
DIMENSION CAPITAL MANAGEMENT LLC 31 Mar, 2026 1,156,541 7,206 0.63% $8,974,772.00
DIMENSION CAPITAL MANAGEMENT LLC 31 Mar, 2026 1,149,335 16,848 1.49% $10,585,392.00
Morgan Stanley 31 Mar, 2026 1,126,025 298,892 36.14% $10,370,691.00
Cerity Partners LLC 31 Mar, 2026 1,042,196 -1,029,828 -49.70% $9,598,622.00
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 849,437 178,381 26.58% $7,823,319.00