Who owns New Mountain Finance Corp?

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Analyze quarterly positions in New Mountain Finance Corp with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of New Mountain Finance Corp stock

Who bought or sold New Mountain Finance Corp this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
LSV Asset Management 2.6M $25M -5% Sep 2025
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Van Eck Associates Corp. 2.6M $25M 5% Sep 2025
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HPM Partners 2.1M $20M -25% Sep 2025
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Jpmorgan Chase & Co 1.6M $15M 29% Sep 2025
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Invesco 1.2M $12M 18% Sep 2025
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UBS Group 1.2M $11M -8% Sep 2025
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Dimension Capital Management Partners 1.1M $11M 19% Sep 2025
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Morgan Stanley 833k $8.8M 100% Jun 2025
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Transcend Wealth Collective 716k $6.9M 0% Sep 2025
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BlackRock 695k $6.7M 15% Sep 2025
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Muzinich & Co 671k $6.5M 17% Sep 2025
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Legal & General Group 654k $6.3M -8% Sep 2025
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Sumitomo Mitsui Trust Holdings 606k $5.8M 23% Sep 2025
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Two Sigma Advisers 605k $5.8M -43% Sep 2025
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Ares Management 596k $5.7M 0% Sep 2025
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HighTower Advisors 521k $5.0M 6% Sep 2025
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Hennion & Walsh Asset Management 480k $4.6M 17% Sep 2025
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Palisade Capital Management 480k $4.6M -3% Sep 2025
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Franklin Resources 459k $4.4M -29% Sep 2025
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Two Sigma Investments 445k $4.3M -40% Sep 2025
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Wells Fargo & Company 429k $4.1M 81% Sep 2025
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Advisor Group Holdings 408k $3.9M 3% Sep 2025
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Confluence Investment Management 318k $3.1M -14% Sep 2025
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Tranquility Partners 317k $3.1M 36% Sep 2025
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Pathstone Holdings 311k $3.0M 4% Sep 2025
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Ameriprise Financial 287k $2.8M -1% Sep 2025
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GraniteShares Advisors 272k $2.6M 10% Sep 2025
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LPL Financial 266k $2.6M 39% Sep 2025
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Kovitz Investment Group Partners 239k $2.3M 27% Sep 2025
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Advisors Asset Management 232k $2.2M 7% Sep 2025
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Universal- Beteiligungs- und Servicegesellschaft mbH 210k $2.0M 0% Sep 2025
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BI Asset Management Fondsmaeglerselskab A/S 207k $2.0M 3% Sep 2025
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Naviter Wealth 203k $2.0M -1% Sep 2025
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Rockingstone Advisors 187k $1.8M -7% Sep 2025
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Mill Creek Capital Advisors 149k $1.4M 0% Sep 2025
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Arlington Capital Management 128k $1.2M 42% Sep 2025
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Cambridge Investment Research Advisors 126k $1.2M -19% Sep 2025
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Neuberger Berman Group 115k $1.1M -3% Sep 2025
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Great-West Life Assurance Company 114k $1.1M 19% Sep 2025
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Dorsey & Whitney Trust Company 112k $1.1M 0% Sep 2025
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State Street Corporation 106k $1.0M 3% Sep 2025
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Janney Montgomery Scott 104k $1.0M -9% Sep 2025
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Virtus Investment Advisers 98k $944k 11% Sep 2025
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Denali Advisors 97k $939k -16% Sep 2025
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Wealthedge Investment Advisors 96k $928k -31% Sep 2025
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Royal Bank of Canada 96k $922k 1% Sep 2025
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Macquarie Group 95k $919k 0% Sep 2025
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Trexquant Investment 88k $845k -71% Sep 2025
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Commonwealth Equity Services 84k $806k -11% Sep 2025
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Everstar Asset Management 82k $794k 26% Sep 2025
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Epoch Investment Partners 73k $707k 0% Sep 2025
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Acadian Asset Management 71k $685k -79% Sep 2025
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Valeo Financial Advisors 60k $577k 0% Sep 2025
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Northern Trust 58k $563k -8% Sep 2025
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Mutual Advisors 57k $543k -4% Sep 2025
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Geode Capital Management 53k $514k 0% Sep 2025
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Russell Investments 53k $508k 0% Sep 2025
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CWM Advisors 47k $452k 27% Sep 2025
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Brevan Howard Capital Management 45k $437k 100% Sep 2025
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Farther Finance Advisors 44k $420k -9% Sep 2025
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Campbell & Co. Investment Adviser 43k $409k 165% Sep 2025
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Cetera Investment Advisers 42k $408k 20% Sep 2025
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Natixis 42k $411k 0% Sep 2025
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Envestnet Asset Management 42k $400k -9% Sep 2025
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Captrust Financial Advisors 41k $394k -21% Sep 2025
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WFA Asset Management Corp 41k $488k 2% Sep 2025
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Caxton Associates 41k $392k 0% Sep 2025
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Key Client Fiduciary Advisors 41k $392k 2% Sep 2025
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Spire Wealth Management 39k $378k 0% Sep 2025
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Bank Of Montreal 39k $409k 100% Jun 2025
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D. E. Shaw & Co 38k $361k 142% Sep 2025
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Chilton Investment 37k $357k -48% Sep 2025
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Stifel Financial 36k $347k -17% Sep 2025
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Kestra Advisory Services 36k $346k -26% Sep 2025
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Reuter James Wealth Management 34k $331k 0% Sep 2025
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Oppenheimer & Co 34k $325k 0% Sep 2025
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Wiley Bros.-aintree Capital 33k $316k 100% Sep 2025
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International Assets Investment Management 32k $343k 0% Sep 2025
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Marshall Wace 32k $311k -85% Sep 2025
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Mackenzie Financial 31k $302k 4% Sep 2025
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Fayez Sarofim & Co 30k $292k 0% Sep 2025
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NewEdge Wealth 30k $290k 0% Sep 2025
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PFG Investments 30k $285k -7% Sep 2025
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Union Bancaire Privee, UBP SA 29k $42M 0% Sep 2025
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Raymond James Financial 29k $277k -62% Sep 2025
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LexAurum Advisors 29k $275k 100% Sep 2025
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Moloney Securities Asset Management 28k $273k 1% Sep 2025
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Next Capital Management 26k $252k 0% Sep 2025
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Citadel Advisors 26k $247k -39% Sep 2025
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Generali Investments CEE, investicni spolecnost, a.s. 25k $243k -5% Sep 2025
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Asset Management Investors 25k $241k 67% Sep 2025
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Sei Investments 24k $231k -21% Sep 2025
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Empower Advisory Group 22k $214k 0% Sep 2025
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Bard Associates 22k $212k -20% Sep 2025
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Lido Advisors 22k $211k -34% Sep 2025
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Wealth Enhancement Advisory Services 20k $187k -51% Sep 2025
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ProShare Advisors 20k $189k 4% Sep 2025
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Rothschild Investment 19k $183k 0% Sep 2025
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Aquatic Capital Management 18k $171k 100% Sep 2025
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Wedbush Morgan Securities 18k $169k 0% Sep 2025
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Bnp Paribas Arbitrage, Snc 17k $165k 100% Sep 2025
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Creative Planning 16k $4.1k 20% Sep 2025
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Sanders Morris Harris 16k $158k -11% Sep 2025
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Whittier Trust 16k $152k 0% Sep 2025
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Verition Fund Management 16k $156k -44% Sep 2025
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Arkadios Wealth Advisors 16k $154k 100% Sep 2025
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Branch Banking & Trust Company 16k $152k 0% Sep 2025
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Vise Technologies 15k $149k -2% Sep 2025
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CenterStar Asset Management 15k $146k 100% Sep 2025
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Susquehanna International 15k $146k -26% Sep 2025
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Williams Jones Wealth Management 14k $135k 0% Sep 2025
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Bryn Mawr Trust 14k $135k 0% Sep 2025
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EMC Capital Management 14k $134k 0% Sep 2025
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Condor Capital Management 14k $132k 0% Sep 2025
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Virtu Financial 13k $127k 100% Sep 2025
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Advyzon Investment Management 13k $124k 8% Sep 2025
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Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 12k $116k 1% Sep 2025
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Jane Street 11k $110k 100% Sep 2025
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Catalina Capital Group 11k $108k -42% Sep 2025
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SG Americas Securities 11k $108k 100% Sep 2025
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Larson Financial Group 11k $106k 0% Sep 2025
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AE Wealth Management 11k $105k 0% Sep 2025
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JNB Advisors 10k $108k 100% Jun 2025
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Glenview Trust 10k $97k 0% Sep 2025
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United Capital Financial Advisers 10k $97k 100% Sep 2025
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Verity and Verity 10k $96k 0% Sep 2025
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Brown Advisory Holdings Incorporated 10k $96k 0% Sep 2025
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Advisory Services Network 6.8k $65k 100% Sep 2025
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Harbour Investments 6.3k $61k 0% Sep 2025
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Atlantic Trust 6.0k $58k -17% Sep 2025
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MAI Wealth Advisors 5.5k $53k 3% Sep 2025
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Us Bancorp 5.0k $48k 100% Sep 2025
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Alaska Retirement Management Board 4.9k $47k 100% Sep 2025
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Rockefeller Capital Management 4.8k $46k 100% Sep 2025
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Huntington National Bank 4.5k $44k 0% Sep 2025
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Atlantic Trust 4.1k $40k -54% Sep 2025
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MTM Investment Management 3.6k $35k 0% Sep 2025
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Goss Wealth Management 2.0k $20k 0% Sep 2025
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Tower Research Capital 2.0k $19k 2261% Sep 2025
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CWM 1.8k $17k 100% Sep 2025
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WealthCollab 1.8k $17k 0% Sep 2025
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Geneos Wealth Management 1.6k $15k -46% Sep 2025
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Brian McDonald 1.1k $11k -82% Sep 2025
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Principal Securities 1.0k $9.7k 100% Sep 2025
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First Horizon National Corp 1.0k $9.6k 100% Sep 2025
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FTB Advisors 1.0k $11k 0% Jun 2025
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Pin Oak Investment Advisors 969.00 $9.3k 100% Sep 2025
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Sound Income Strategies 961.00 $8.6k 20% Sep 2025
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Newbridge Financial Services Group 485.00 $4.7k 0% Sep 2025
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Bank & Trust 422.00 $4.1k 0% Sep 2025
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Who sold out of New Mountain Finance Corp?

Fund or Company Name Date Sold Shares Held Valued At
Millennium Management Jun 2025 403k $4.2M
Prevail Innovative Wealth Advisors Jun 2025 183k $1.9M
Midwest Professional Planners Jun 2025 150k $1.6M
Merit Financial Group Jun 2025 144k $1.5M
Hrt Financial Jun 2025 82k $868k
Qube Research & Technologies Jun 2025 48k $507k
Cubist Systematic Strategies Jun 2025 37k $387k
PharVision Advisers Jun 2025 36k $379k
Tudor Investment Corporation Jun 2025 33k $349k
Atria Wealth Solutions Mar 2025 24k $264k
Goldman Sachs Group Mar 2025 24k $263k
MQS Management Jun 2025 22k $228k
Jump Financial Jun 2025 21k $217k
Essex Financial Services Jun 2025 19k $202k
Quantbot Technologies Jun 2025 19k $199k
XTX Topco Jun 2025 16k $172k
Y-Intercept Jun 2025 15k $156k
Boothbay Fund Management Jun 2025 14k $144k
Quarry Jun 2025 12k $125k
Mercer Global Advisors Jun 2025 11k $113k
Arete Wealth Advisors Jun 2025 10k $107k
Ubs Global Asset Management Americas Jun 2025 1.3k $14k