New Mountain Finance NMFC Institutional Ownership

NASDAQ NMFC

$6.92 -0.09 (-1.35%)

At close: Sep 30, 2026 · 4:00 PM EDT

Institutions by Trading Activity

144 Institutions

Increased 66 45.8%

Unchanged 39 27.1%

Reduced 39 27.1%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

29.49%

▲+1.85 pp QoQ

Shares Held by Institutions

27.88Mn

of 94.55Mn outstanding

▲+3.11% QoQ

Shares Outstanding

94.55Mn

66.67Mn held outside 13F filers

Institutional Investors

144

filed 13F for Jun 2026

▼-8 vs prior quarter

Net Shares Added (QoQ)

+841.39K

accumulated since last quarter

Value of Holdings

$195.47Mn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

New Mountain Finance Corp (NASDAQ:NMFC) showed up in the 13F filings of 144 institutional investors as of June 2026.

These investors held 29.5% of outstanding shares in June 2026, up from 27.6% in March 2026.
They increased total shares held in New Mountain Finance by 3.11% from last quarter, and the number of investors in NMFC decreased 12.73% annually.
During the quarter, 66 of these 144 funds increased positions in NMFC, 39 reduced exposure, and 39 held steady.
In total, institutional investors held 27.88Mn shares in New Mountain Finance as of June 2026, up by 841.39K shares quarter on quarter, and down 2.44Mn shares year over year.
As of June 30, 2026, LSV ASSET MANAGEMENT held the largest stake in New Mountain Finance with 3.0Mn shares, accounting for 3.17% of total shares outstanding.
The largest buyers of New Mountain Finance for the quarter ending June 2026 were Russell Investments Group, Ltd. (444.49K), UBS Group AG (386.27K), VAN ECK ASSOCIATES CORP (348.87K), Corient Private Wealth LP (254.36K), Pathstone Holdings, LLC (163.58K).
The largest sellers of New Mountain Finance for the quarter ending June 2026 were Invesco Ltd. (582.03K), Ameriprise Financial Inc (239.52K), BI Asset Management Fondsmaeglerselskab A/S (194.63K), TWO SIGMA INVESTMENTS, LP (129.11K), XTX Topco Ltd (121.13K).
Business Quant data shows the 10 biggest positions in New Mountain Finance as of June 2026 are held by LSV ASSET MANAGEMENT (3.0Mn), UBS Group AG (2.48Mn), VAN ECK ASSOCIATES CORP (2.15Mn), Invesco Ltd. (1.56Mn), Russell Investments Group, Ltd. (1.38Mn), DIMENSION CAPITAL MANAGEMENT LLC (1.22Mn), Corient Private Wealth LP (1.13Mn), Cerity Partners LLC (856.88K), National Philanthropic Trust (852.92K), Muzinich & Co., Inc. (850.17K).

Form 13F Holdings

144 Institutional Holders

Report period 30 Jun, 2026

Total shares held 27.88Mn

Of outstanding 29.49%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	LSV ASSET MANAGEMENT	0001050470	3,000,718	3.17%	▼21,400	-0.71%	$21.52K
2	UBS Group AG	0001610520	2,477,549	2.62%	▲386,273	+18.47%	$17.76Mn
3	VAN ECK ASSOCIATES CORP	0000869178	2,145,047	2.27%	▲348,872	+19.42%	$15.38Mn
4	Invesco Ltd.	0000914208	1,557,647	1.65%	▼582,030	-27.20%	$11.17Mn
5	Russell Investments Group, Ltd.	0001692234	1,383,171	1.46%	▲444,492	+47.35%	$9.92Mn
6	DIMENSION CAPITAL MANAGEMENT LLC	0001041773	1,223,088	1.29%	▲66,547	+5.75%	$8.77Mn
7	Corient Private Wealth LP	0001948780	1,125,657	1.19%	▲254,361	+29.19%	$8.07Mn
8	Cerity Partners LLC	0001566475	856,875	0.91%	▼15,969	-1.83%	$6.14Mn
9	National Philanthropic Trust	0001785342	852,921	0.90%	0	0.00%	$6.12Mn
10	Muzinich & Co., Inc.	0001618824	850,170	0.90%	▲1,252	+0.15%	$6.10Mn
11	Pathstone Holdings, LLC	0002011612	824,801	0.87%	▲163,582	+24.74%	$5.91Mn
12	Legal & General Group Plc	0000764068	806,368	0.85%	▲20,872	+2.66%	$5.77Mn
13	Morgan Stanley	0000895421	783,530	0.83%	▲53,592	+7.34%	$5.62Mn
14	TWO SIGMA INVESTMENTS, LP	0001179392	707,346	0.75%	▼129,111	-15.44%	$5.07Mn
15	Sumitomo Mitsui Trust Group, Inc.	0001475365	688,578	0.73%	0	0.00%	$4.94Mn
16	OSAIC HOLDINGS, INC.	0001677044	492,179	0.52%	▲41,709	+9.26%	$3.53Mn
17	Hennion & Walsh Asset Management, Inc.	0001861642	483,324	0.51%	▼29,761	-5.80%	$3.47Mn
18	HighTower Advisors, LLC	0001462245	423,799	0.45%	▲67	+0.02%	$3.04Mn
19	Focus Partners Wealth	0001542153	417,618	0.44%	▲82,833	+24.74%	$2.99Mn
20	BlackRock, Inc.	0002012383	347,029	0.37%	▼5,213	-1.48%	$2.49Mn

Showing 1 to 20 of 144 holders