New Mountain Finance NMFC Institutional Ownership

Updated Oct 11, 2026

New Mountain Finance Corp (NASDAQ:NMFC) counted 144 institutional investors among its 13F-reported shareholders for the quarter ended June 30, 2026.

• Their combined stake equaled 29.49% of outstanding shares in Q2 2026, up from 27.64% in Q1 2026.
• Total shares held in NMFC rose 0.41% from Q1 2026; the number of holders fell 11.66% from Q2 2025.
• Looking at the 144 holders of NMFC individually, 66 added to their positions, 39 reduced their stakes and 39 left their positions unchanged.
• Altogether, institutional holders owned 27.88Mn NMFC shares at the end of Q2 2026, up 113.65K from the prior quarter and down 2.44Mn from a year earlier.
• LSV Asset Management led 13F holders of NMFC with 3Mn shares as of June 30, 2026, or 3.17% of shares outstanding.
• The biggest increases in NMFC positions during Q2 2026 came from Russell Investments Group, Ltd. (+444.49K shares), UBS Group AG (+386.27K shares), Van Eck Associates Corp (+348.87K shares), Corient Private Wealth LP (+254.36K shares) and Pathstone Holdings, LLC (+163.58K shares).
• Holders that trimmed the most shares of New Mountain Finance in Q2 2026 while keeping a position were Invesco Ltd. (-582.03K shares), Ameriprise Financial Inc (-239.52K shares), BI Asset Management Fondsmaeglerselskab A/S (-194.63K shares), Two Sigma Investments, LP (-129.11K shares) and XTX Topco Ltd (-121.13K shares).
• New Mountain Finance's 10 largest institutional shareholders as of Q2 2026 were LSV Asset Management (3Mn shares), UBS Group AG (2.48Mn shares), Van Eck Associates Corp (2.15Mn shares), Invesco Ltd. (1.56Mn shares), Russell Investments Group, Ltd. (1.38Mn shares), Dimension Capital Management LLC (1.22Mn shares), Corient Private Wealth LP (1.13Mn shares), Cerity Partners LLC (856.88K shares), National Philanthropic Trust (852.92K shares) and Muzinich & Co., Inc. (850.17K shares), per Business Quant data.