New Mountain Finance Corp (NMFC) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

110,809,091Shares Outstanding

534,019Shares held by institutions

$4,357,595Value of institutional holdings

27.55%Institutional ownership %

19.11%Shares Changed QoQ

157No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

The institutional landscape for New Mountain Finance Corp (NASDAQ:NMFC) includes 157 filers as of the latest reporting cycle ending December 2025.

Institutional ownership in New Mountain Finance edged up to 27.6% in December 2025, compared to 25.8% in September 2025.
Institutional share ownership changed by 19.11% QoQ, while the number of institutional owners saw a decrease of 5.99% YoY.
Of these 157 institutional investors, 80 increased their holdings in New Mountain Finance, while 48 of them reduced positions, and 29 investors maintained their exposure.
The aggregate institutional position in New Mountain Finance now stands at 30.53Mn shares as of December 2025, after investors increased their holdings (up by 4.90Mn shares quarter on quarter which is down 3.38Mn shares year over year).
The top institutional stake in New Mountain Finance as of December 31, 2025 belongs to LSV ASSET MANAGEMENT, which owns 2.99Mn shares, or 2.70% of the company.
Among the most significant buyers of New Mountain Finance during December 2025 were RIVERNORTH CAPITAL MANAGEMENT, LLC (1.34Mn), Closed-End Fund Advisors, Inc. (586.07K), Truffle Hound Capital, LLC (550.00K), JPMORGAN CHASE & CO (443.02K), UBS Group AG (385.89K).
Leading sellers of New Mountain Finance stock in December 2025 included Cerity Partners LLC (1.03Mn), BANK OF AMERICA CORP /DE/ (394.62K), TWO SIGMA ADVISERS, LP (329.60K), TRANSCEND CAPITAL ADVISORS, LLC (295.28K), VAN ECK ASSOCIATES CORP (250.68K).
The top 10 institutional holders of New Mountain Finance for the quarter ending December 2025 included LSV ASSET MANAGEMENT (2.99Mn), VAN ECK ASSOCIATES CORP (2.34Mn), JPMORGAN CHASE & CO (2.04Mn), UBS Group AG (1.54Mn), RIVERNORTH CAPITAL MANAGEMENT, LLC (1.34Mn), DIMENSION CAPITAL MANAGEMENT LLC (1.15Mn), MORGAN STANLEY (1.13Mn), Cerity Partners LLC (1.04Mn), Muzinich & Co., Inc. (849.44K), Legal & General Group Plc (742.42K).

157 Institutional Holders

534,019 Total Shares Held

Rows:

Download Data

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	443,016	27.76%	$18,776,077.00
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
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
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
Truffle Hound Capital, LLC	31 Dec, 2025	550,000	550,000	0.00%	$5,065,500.00
HighTower Advisors, LLC	31 Dec, 2025	518,232	-2,694	-0.52%	$4,772,919.00
FRANKLIN RESOURCES INC	31 Dec, 2025	455,022	-3,927	-0.86%	$4,190,753.00

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