Who owns New Mountain Finance Corp?

Tip: Access positions for across all investors

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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 3.0M $28M 13% Dec 2025
 View chart
Van Eck Associates Corp. 2.3M $22M -10% Dec 2025
 View chart
Jpmorgan Chase & Co 1.6M $15M 100% Sep 2025
 View chart
UBS Group 1.5M $14M 33% Dec 2025
 View chart
Invesco 1.2M $11M -2% Dec 2025
 View chart
Dimension Capital Management Partners 1.1M $11M 1% Dec 2025
 View chart
HPM Partners 1.0M $9.6M -50% Dec 2025
 View chart
Muzinich & Co 849k $7.8M 27% Dec 2025
 View chart
CI Private Wealth 809k $7.4M 100% Dec 2025
 View chart
Legal & General Group 742k $6.8M 14% Dec 2025
 View chart
Sumitomo Mitsui Trust Holdings 691k $6.4M 14% Dec 2025
 View chart
BlackRock 687k $6.3M -1% Dec 2025
 View chart
Pathstone Holdings 650k $6.0M 109% Dec 2025
 View chart
Two Sigma Advisers 605k $5.8M -43% Sep 2025
 View chart
Ares Management 603k $5.5M 1% Dec 2025
 View chart
Hennion & Walsh Asset Management 563k $5.2M 17% Dec 2025
 View chart
Truffle Hound Capital 550k $5.1M 100% Dec 2025
 View chart
HighTower Advisors 518k $4.8M -1% Dec 2025
 View chart
Palisade Capital Management 480k $4.6M -3% Sep 2025
 View chart
Franklin Resources 455k $4.2M -1% Dec 2025
 View chart
Two Sigma Investments 445k $4.3M -40% Sep 2025
 View chart
Advisor Group Holdings 431k $4.0M 6% Dec 2025
 View chart
Transcend Wealth Collective 421k $3.9M -41% Dec 2025
 View chart
Jane Street 391k $3.6M 3337% Dec 2025
 View chart
Wells Fargo & Company 358k $3.3M -17% Dec 2025
 View chart
Russell Investments 350k $3.2M 566% Dec 2025
 View chart
Universal- Beteiligungs- und Servicegesellschaft mbH 344k $3.2M 64% Dec 2025
 View chart
Colony 317k $2.9M 100% Dec 2025
 View chart
Confluence Investment Management 295k $2.7M -7% Dec 2025
 View chart
GraniteShares Advisors 294k $2.7M 8% Dec 2025
 View chart
Ameriprise Financial 287k $2.8M -1% Sep 2025
 View chart
Tranquility Partners 268k $2.5M -15% Dec 2025
 View chart
BI Asset Management Fondsmaeglerselskab A/S 235k $2.2M 14% Dec 2025
 View chart
LPL Financial 234k $2.2M -12% Dec 2025
 View chart
Trexquant Investment 206k $1.9M 135% Dec 2025
 View chart
Goldman Sachs Group 205k $1.9M 100% Dec 2025
 View chart
XTX Topco 188k $1.7M 100% Dec 2025
 View chart
Advisors Asset Management 179k $1.6M -23% Dec 2025
 View chart
Naviter Wealth 158k $1.5M -22% Dec 2025
 View chart
Mill Creek Capital Advisors 149k $1.4M 0% Dec 2025
 View chart
State Street Corporation 132k $1.2M 24% Dec 2025
 View chart
Great-West Life Assurance Company 119k $1.1M 4% Dec 2025
 View chart
Neuberger Berman Group 114k $1.1M 0% Dec 2025
 View chart
Susquehanna International 113k $1.0M 645% Dec 2025
 View chart
HB Wealth Management 101k $934k 100% Dec 2025
 View chart
Virtus Investment Advisers 98k $944k 11% Sep 2025
 View chart
Royal Bank of Canada 96k $922k 1% Sep 2025
 View chart
Cambridge Investment Research Advisors 87k $803k -31% Dec 2025
 View chart
Wiley Bros.-aintree Capital 86k $787k 161% Dec 2025
 View chart
Campbell & Co. Investment Adviser 84k $777k 99% Dec 2025
 View chart
Denali Advisors 79k $726k -19% Dec 2025
 View chart
Janney Montgomery Scott 78k $714k -26% Dec 2025
 View chart
Commonwealth Equity Services 68k $627k -19% Dec 2025
 View chart
Valeo Financial Advisors 60k $551k 0% Dec 2025
 View chart
Caxton Associates 58k $538k 43% Dec 2025
 View chart
Quadrature Capital 57k $521k 100% Dec 2025
 View chart
Mutual Advisors 55k $508k -4% Dec 2025
 View chart
Northern Trust 54k $497k -8% Dec 2025
 View chart
Geode Capital Management 53k $491k 0% Dec 2025
 View chart
CWM Advisors 51k $469k 9% Dec 2025
 View chart
Spire Wealth Management 46k $420k 16% Dec 2025
 View chart
Brevan Howard Capital Management 45k $437k 100% Sep 2025
 View chart
Almitas Capital 45k $415k 100% Dec 2025
 View chart
SRS Capital Advisors 45k $411k 100% Dec 2025
 View chart
Cetera Investment Advisers 44k $401k 3% Dec 2025
 View chart
Nordwand Advisors 42k $385k 100% Dec 2025
 View chart
Captrust Financial Advisors 41k $394k -21% Sep 2025
 View chart
WFA Asset Management Corp 41k $488k 2% Sep 2025
 View chart
D. E. Shaw & Co 38k $361k 142% Sep 2025
 View chart
Quantbot Technologies 37k $343k 100% Dec 2025
 View chart
Chilton Investment 37k $357k -48% Sep 2025
 View chart
Colter Lewis Investment Partners 37k $337k 100% Dec 2025
 View chart
Farther Finance Advisors 37k $336k -16% Dec 2025
 View chart
Envestnet Asset Management 36k $330k -14% Dec 2025
 View chart
Reuter James Wealth Management 34k $316k 0% Dec 2025
 View chart
Oppenheimer & Co 33k $299k -4% Dec 2025
 View chart
Mackenzie Financial 32k $297k 3% Dec 2025
 View chart
International Assets Investment Management 32k $297k 0% Dec 2025
 View chart
Sanctuary Advisors 30k $280k 0% Dec 2025
 View chart
NewEdge Wealth 30k $280k 1% Dec 2025
 View chart
Fayez Sarofim & Co 30k $279k 0% Dec 2025
 View chart
Next Capital Management 30k $273k 13% Dec 2025
 View chart
LexAurum Advisors 29k $275k 100% Sep 2025
 View chart
Moloney Securities Asset Management 28k $273k 1% Sep 2025
 View chart
Stifel Financial 28k $257k -23% Dec 2025
 View chart
Citadel Advisors 26k $247k -39% Sep 2025
 View chart
Generali Investments CEE, investicni spolecnost, a.s. 25k $233k 0% Dec 2025
 View chart
Navis Wealth Advisors 25k $230k 100% Dec 2025
 View chart
Kestra Advisory Services 25k $229k -31% Dec 2025
 View chart
Raymond James Financial 25k $228k -14% Dec 2025
 View chart
CenterStar Asset Management 24k $225k 61% Dec 2025
 View chart
Miller Global Investments 24k $219k 100% Dec 2025
 View chart
Fox Run Management 23k $210k 100% Dec 2025
 View chart
Union Bancaire Privee, UBP SA 22k $32M -22% Dec 2025
 View chart
Empower Advisory Group 22k $205k 0% Dec 2025
 View chart
Virtu Financial 22k $202k 67% Dec 2025
 View chart
Lido Advisors 22k $211k 0% Dec 2025
 View chart
PFG Investments 21k $190k -30% Dec 2025
 View chart
Wealthedge Investment Advisors 21k $189k -79% Dec 2025
 View chart
TrueMark Investments 19k $171k 100% Dec 2025
 View chart
Two Sigma Securities 18k $165k 100% Dec 2025
 View chart
Simplex Trading 18k $163k 100% Dec 2025
 View chart
Apella Capital 18k $161k 100% Dec 2025
 View chart
PharVision Advisers 17k $157k 100% Dec 2025
 View chart
ExodusPoint Capital Management 17k $156k 100% Dec 2025
 View chart
Schonfeld Strategic Advisors 16k $151k 100% Dec 2025
 View chart
Whittier Trust 16k $150k 0% Dec 2025
 View chart
Verition Fund Management 16k $149k 0% Dec 2025
 View chart
Advyzon Investment Management 16k $148k 25% Dec 2025
 View chart
Wedbush Morgan Securities 16k $148k -9% Dec 2025
 View chart
Arkadios Wealth Advisors 16k $147k 0% Dec 2025
 View chart
Rothschild Investment 16k $147k -16% Dec 2025
 View chart
Mercer Global Advisors 16k $146k 100% Dec 2025
 View chart
Rockefeller Capital Management 15k $141k 218% Dec 2025
 View chart
Tower Research Capital 15k $137k 649% Dec 2025
 View chart
ProShare Advisors 14k $131k -27% Dec 2025
 View chart
Condor Capital Management 14k $130k 3% Dec 2025
 View chart
Bryn Mawr Trust 14k $129k 0% Dec 2025
 View chart
EMC Capital Management 14k $134k 0% Sep 2025
 View chart
Aquatic Capital Management 14k $127k -22% Dec 2025
 View chart
Creative Planning 14k $127k -16% Dec 2025
 View chart
Calton & Associates 14k $125k 100% Dec 2025
 View chart
Oak Family Advisors 13k $124k 100% Dec 2025
 View chart
Sowell Financial Services 13k $119k 100% Dec 2025
 View chart
Squarepoint Ops 13k $116k 100% Dec 2025
 View chart
Williams Jones Wealth Management 11k $101k -21% Dec 2025
 View chart
Genesee Capital Advisors 11k $99k 100% Dec 2025
 View chart
Seven Mile Advisory 11k $98k 100% Dec 2025
 View chart
AE Wealth Management 11k $97k -4% Dec 2025
 View chart
Alpha Cubed Investments 10k $94k 100% Dec 2025
 View chart
Glenview Trust 10k $93k 0% Dec 2025
 View chart
United Capital Financial Advisers 10k $97k 100% Sep 2025
 View chart
Brown Advisory Holdings Incorporated 10k $92k 0% Dec 2025
 View chart
Verity and Verity 10k $92k 0% Dec 2025
 View chart
Bnp Paribas Investment Partners 9.6k $88k 100% Dec 2025
 View chart
Sound Income Strategies 7.7k $70k 699% Dec 2025
 View chart
Atlantic Trust 6.0k $55k 0% Dec 2025
 View chart
Alaska Retirement Management Board 4.9k $45k 0% Dec 2025
 View chart
Bnp Paribas Arbitrage, Snc 4.8k $44k -72% Dec 2025
 View chart
Harbour Investments 4.3k $40k -32% Dec 2025
 View chart
MTM Investment Management 3.6k $33k 0% Dec 2025
 View chart
WealthCollab 1.8k $16k 0% Dec 2025
 View chart
Goss Wealth Management 1.7k $16k -17% Dec 2025
 View chart
Geneos Wealth Management 1.6k $14k 0% Dec 2025
 View chart
Quarry 1.1k $11k 100% Dec 2025
 View chart
Brian McDonald 1.1k $10k 0% Dec 2025
 View chart
First Horizon National Corp 1.0k $9.2k 0% Dec 2025
 View chart
Pin Oak Investment Advisors 969.00 $8.0k 0% Dec 2025
 View chart
CWM 815.00 $8.0k -54% Dec 2025
 View chart
Flagship Harbor Advisors 651.00 $6.0k 100% Dec 2025
 View chart
Natixis 532.00 $4.9k -99% Dec 2025
 View chart
Newbridge Financial Services Group 485.00 $4.5k 0% Dec 2025
 View chart
Larson Financial Group 263.00 $2.4k -98% Dec 2025
 View chart
Huntington National Bank 1.00 $9.000000 -100% Dec 2025
 View chart
MAI Wealth Advisors 0 $0 -100% Dec 2025
 View chart

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
Kovitz Investment Group Partners Sep 2025 239k $2.3M
Rockingstone Advisors Sep 2025 187k $1.8M
Arlington Capital Management Sep 2025 128k $1.2M
Dorsey & Whitney Trust Company Sep 2025 112k $1.1M
Macquarie Group Sep 2025 95k $919k
Everstar Asset Management Sep 2025 82k $794k
Epoch Investment Partners Sep 2025 73k $707k
Acadian Asset Management Sep 2025 71k $685k
Key Client Fiduciary Advisors Sep 2025 41k $392k
Cubist Systematic Strategies Jun 2025 37k $387k
Tudor Investment Corporation Jun 2025 33k $349k
Marshall Wace Sep 2025 32k $311k
Asset Management Investors Sep 2025 25k $241k
Sei Investments Sep 2025 24k $231k
Bard Associates Sep 2025 22k $212k
Wealth Enhancement Advisory Services Sep 2025 20k $187k
Sanders Morris Harris Sep 2025 16k $158k
Branch Banking & Trust Company Sep 2025 16k $152k
Vise Technologies Sep 2025 15k $149k
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors Sep 2025 12k $116k
Catalina Capital Group Sep 2025 11k $108k
SG Americas Securities Sep 2025 11k $108k
Advisory Services Network Sep 2025 6.8k $65k
Us Bancorp Sep 2025 5.0k $48k
Atlantic Trust Sep 2025 4.1k $40k
Principal Securities Sep 2025 1.0k $9.7k