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 3.0M $24M 1% Mar 2026
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Invesco 2.1M $17M 80% Mar 2026
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UBS Group 2.1M $16M 36% Mar 2026
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Van Eck Associates Corp. 1.8M $14M -23% Mar 2026
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Dimension Capital Management Partners 1.2M $9.0M 1% Mar 2026
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Russell Investments 939k $7.3M 168% Mar 2026
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HPM Partners 873k $6.8M -16% Mar 2026
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CI Private Wealth 871k $6.8M 8% Mar 2026
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National Philanthropic Trust 853k $6.6M 0% Mar 2026
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Muzinich & Co 850k $6.1M 0% Jun 2026
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Two Sigma Investments 837k $6.5M 43% Mar 2026
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Legal & General Group 786k $6.1M 6% Mar 2026
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Morgan Stanley 730k $5.7M -35% Mar 2026
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Sumitomo Mitsui Trust Holdings 689k $4.9M 0% Jun 2026
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Pathstone Holdings 661k $5.1M 2% Mar 2026
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Hennion & Walsh Asset Management 483k $3.5M -6% Jun 2026
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Advisor Group Holdings 451k $3.5M 5% Mar 2026
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HighTower Advisors 424k $3.3M -18% Mar 2026
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BlackRock 352k $2.7M -49% Mar 2026
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D. E. Shaw & Co 348k $2.7M 193% Mar 2026
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Universal- Beteiligungs- und Servicegesellschaft mbH 344k $2.7M 0% Mar 2026
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Colony 335k $2.6M 6% Mar 2026
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Wells Fargo & Company 315k $2.4M -12% Mar 2026
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GraniteShares Advisors 303k $2.2M 15% Jun 2026
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XTX Topco 293k $2.3M 56% Mar 2026
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Ameriprise Financial 292k $2.3M 0% Mar 2026
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Tranquility Partners 284k $2.0M -10% Jun 2026
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Confluence Investment Management 278k $2.0M 0% Jun 2026
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Transcend Wealth Collective 267k $1.9M -2% Jun 2026
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BI Asset Management Fondsmaeglerselskab A/S 243k $1.9M 3% Mar 2026
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Bank of America Corporation 194k $1.5M 100% Mar 2026
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Advisors Asset Management 174k $1.3M -3% Mar 2026
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Mill Creek Capital Advisors 149k $1.2M 0% Mar 2026
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Cerberus Capital Management 145k $1.1M 100% Mar 2026
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Balyasny Asset Management 136k $1.1M 100% Mar 2026
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Naviter Wealth 132k $1.0M -17% Mar 2026
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State Street Corporation 127k $987k -3% Mar 2026
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Varcov 125k $971k 100% Mar 2026
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LPL Financial 124k $963k -47% Mar 2026
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Farther Finance Advisors 115k $825k 38% Jun 2026
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Trexquant Investment 115k $892k -44% Mar 2026
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Neuberger Berman Group 110k $850k -4% Mar 2026
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Great-West Life Assurance Company 99k $771k -17% Mar 2026
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Nomura Asset Management International 95k $740k 100% Mar 2026
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Cambridge Investment Research Advisors 94k $671k 7% Jun 2026
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Virtus Investment Advisers 90k $694k 4% Mar 2026
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Citadel Advisors 87k $676k 9% Mar 2026
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Millennium Management 81k $631k -56% Mar 2026
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Susquehanna International 80k $624k -29% Mar 2026
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Denali Advisors 78k $604k -1% Mar 2026
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Campbell & Co. Investment Adviser 72k $559k -15% Mar 2026
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Janney Montgomery Scott 71k $552k -8% Mar 2026
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Palisade Capital Management 63k $490k -78% Mar 2026
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Caxton Associates 58k $453k 0% Mar 2026
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Mutual Advisors 58k $448k 5% Mar 2026
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Royal Bank of Canada 53k $414k 100% Mar 2026
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Geode Capital Management 53k $413k 0% Mar 2026
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nVerses Capital 51k $367k 157% Jun 2026
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Spire Wealth Management 46k $354k 0% Mar 2026
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Almitas Capital 45k $349k 0% Mar 2026
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Cetera Investment Advisers 44k $342k 1% Mar 2026
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Nordwand Advisors 42k $324k 0% Mar 2026
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Colter Lewis Investment Partners 39k $303k 7% Mar 2026
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Next Capital Management 37k $268k 26% Jun 2026
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Goldman Sachs Group 34k $263k -83% Mar 2026
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Mackenzie Financial 34k $260k 3% Mar 2026
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International Assets Investment Management 32k $249k 0% Mar 2026
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Fayez Sarofim & Co 31k $243k 3% Mar 2026
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Northern Trust 31k $237k -43% Mar 2026
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Oppenheimer & Co 31k $237k -6% Mar 2026
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Y-Intercept 30k $236k 100% Mar 2026
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NewEdge Wealth 30k $236k 0% Mar 2026
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Sanctuary Advisors 30k $235k 0% Mar 2026
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MQS Management 29k $224k 100% Mar 2026
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Wiley Bros.-aintree Capital 27k $211k -68% Mar 2026
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Envestnet Asset Management 27k $211k -24% Mar 2026
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Stifel Financial 25k $197k -9% Mar 2026
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Generali Investments CEE, investicni spolecnost, a.s. 25k $181k 0% Jun 2026
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Catalyst Capital Advisors 25k $181k 110% Jun 2026
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Jane Street 25k $194k -94% Mar 2026
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North Ground Capital 25k $194k 100% Mar 2026
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Navis Wealth Advisors 25k $194k 0% Mar 2026
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CenterStar Asset Management 24k $189k 0% Mar 2026
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Entropy Technologies 24k $186k 100% Mar 2026
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Miller Global Investments 24k $171k 0% Jun 2026
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Captrust Financial Advisors 23k $180k 30% Mar 2026
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Advyzon Investment Management 23k $176k 41% Mar 2026
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Closed-End Fund Advisors 23k $176k 100% Mar 2026
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Empower Advisory Group 22k $172k 0% Mar 2026
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Chilton Investment 22k $171k -41% Mar 2026
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Lido Advisors 22k $167k -2% Mar 2026
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First Affirmative Financial Network 21k $159k 100% Mar 2026
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Qube Research & Technologies 21k $159k 100% Mar 2026
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Brevan Howard Capital Management 20k $158k 100% Mar 2026
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Fund Advisors of America 19k $147k -12% Mar 2026
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PFG Investments 19k $134k -5% Jun 2026
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ProShare Advisors 18k $143k 29% Mar 2026
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Equitable Holdings 18k $164k 100% Mar 2026
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Apella Capital 18k $124k 0% Jun 2026
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Glenview Trust 18k $136k 73% Mar 2026
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Calton & Associates 17k $128k 21% Mar 2026
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Sanders Morris Harris 16k $117k 0% Jun 2026
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Rothschild Investment 16k $124k 0% Mar 2026
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Arkadios Wealth Advisors 16k $124k 0% Mar 2026
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Raymond James Financial 16k $124k -35% Mar 2026
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Genesee Capital Advisors 16k $123k 48% Mar 2026
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SG Americas Securities 16k $122k 100% Mar 2026
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Fox Run Management 15k $108k 100% Jun 2026
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Creative Planning 14k $111k 4% Mar 2026
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Wealthedge Investment Advisors 13k $99k -38% Mar 2026
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Commonwealth Equity Services 13k $90k -81% Jun 2026
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HB Wealth Management 12k $88k -88% Jun 2026
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Sowell Financial Services 12k $89k -11% Mar 2026
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Williams Jones Wealth Management 11k $85k 0% Mar 2026
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Joel Isaacson & Co 11k $76k 0% Jun 2026
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Rockefeller Capital Management 11k $82k -31% Mar 2026
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AE Wealth Management 10k $81k -1% Mar 2026
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Verity and Verity 10k $72k 0% Jun 2026
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Brown Advisory Holdings Incorporated 10k $78k 0% Mar 2026
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State of Wyoming 9.1k $71k 100% Mar 2026
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Sound Income Strategies 7.7k $59k 0% Mar 2026
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Bryn Mawr Trust 6.0k $43k 0% Jun 2026
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Steward Partners Investment Advisory 5.4k $42k 100% Mar 2026
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Union Bancaire Privee, UBP SA 5.2k $5.9M 0% Jun 2026
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Alaska Retirement Management Board 4.9k $35k 0% Jun 2026
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Bnp Paribas Arbitrage, Snc 4.8k $37k 0% Mar 2026
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Harbour Investments 4.3k $34k 0% Mar 2026
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Advisory Services Network 2.6k $20k 100% Mar 2026
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Pnc Financial Services 2.3k $18k 667% Mar 2026
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Goss Wealth Management 1.7k $13k 0% Mar 2026
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Geneos Wealth Management 1.6k $12k 0% Mar 2026
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Fifth Third Bancorp 1.1k $8.5k 100% Mar 2026
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First Horizon National Corp 1.0k $7.2k 0% Jun 2026
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Pin Oak Investment Advisors 969.00 $8.0k 0% Mar 2026
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Natixis 550.00 $4.3k 3% Mar 2026
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Bank & Trust 422.00 $3.0k 0% Jun 2026
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Chelsea Counsel 340.00 $2.6k 0% Mar 2026
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EverSource Wealth Advisors 308.00 $2.2k 0% Jun 2026
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Parallel Advisors 300.00 $2.3k 0% Mar 2026
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Larson Financial Group 274.00 $2.1k 4% Mar 2026
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Umb Bank N A 225.00 $1.7k 0% Mar 2026
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CWM 225.00 $1.7k -72% Mar 2026
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Community Fin'l Svs 200.00 $1.4k 0% Jun 2026
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Jones Financial Companies, L.L 166.00 $1.2k -62% Mar 2026
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Hanson McClain Advisors 95.00 $734.996000 6% Mar 2026
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Caitong International Asset Management 76.00 $590.003200 100% Mar 2026
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Citigroup 5.00 $39.000000 100% Mar 2026
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Danske Bank A/s 1.00 $8.000000 0% Mar 2026
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Huntington National Bank 1.00 $8.000000 0% Mar 2026
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Who sold out of New Mountain Finance Corp?

Fund or Company Name Date Sold Shares Held Valued At
Rivernorth Capital Management Dec 2025 1.3M $12M
Ares Management Dec 2025 603k $5.5M
Truffle Hound Capital Dec 2025 550k $5.1M
Franklin Resources Dec 2025 455k $4.2M
Two Sigma Advisers Dec 2025 275k $2.5M
Valeo Financial Advisors Mar 2026 60k $464k
Quadrature Capital Dec 2025 57k $521k
CWM Advisors Dec 2025 51k $469k
SRS Capital Advisors Dec 2025 45k $411k
Quantbot Technologies Dec 2025 37k $343k
Reuter James Wealth Management Dec 2025 34k $316k
Mirabella Financial Services Mar 2026 32k $246k
Virtu Financial Dec 2025 22k $202k
Tudor Investment Corporation Dec 2025 19k $176k
TrueMark Investments Dec 2025 19k $171k
Two Sigma Securities Dec 2025 18k $165k
Simplex Trading Dec 2025 18k $163k
PharVision Advisers Dec 2025 17k $157k
ExodusPoint Capital Management Dec 2025 17k $156k
Schonfeld Strategic Advisors Dec 2025 16k $151k
Verition Fund Management Dec 2025 16k $149k
Wedbush Morgan Securities Mar 2026 16k $124k
Mercer Global Advisors Dec 2025 16k $146k
Nomura Holdings Dec 2025 15k $138k
Tower Research Capital Dec 2025 15k $137k
Condor Capital Management Dec 2025 14k $130k
Aquatic Capital Management Dec 2025 14k $127k
Oak Family Advisors Dec 2025 13k $124k
Squarepoint Ops Dec 2025 13k $116k
EMC Capital Management Dec 2025 12k $109k
Seven Mile Advisory Dec 2025 11k $98k
Bnp Paribas Investment Partners Dec 2025 9.6k $88k
MTM Investment Management Mar 2026 3.6k $28k
WealthCollab Dec 2025 1.8k $16k
Quarry Dec 2025 1.1k $11k
Flagship Harbor Advisors Dec 2025 651.00 $6.0k
Newbridge Financial Services Group Dec 2025 485.00 $4.5k