New Mountain Finance Corp (NMFC) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

125,036,696Shares Outstanding
33,739,770Shares held by institutions
$240,564,560Value 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) appears in 166 institutional 13F filings for the quarter ending December 2025.

293 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
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