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 $22M -1% Jun 2026
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UBS Group 2.5M $18M 18% Jun 2026
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Van Eck Associates Corp. 2.1M $15M 19% Jun 2026
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Invesco 1.6M $11M -27% Jun 2026
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Russell Investments 1.4M $9.9M 47% Jun 2026
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Dimension Capital Management Partners 1.2M $8.8M 6% Jun 2026
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CI Private Wealth 1.1M $8.1M 29% Jun 2026
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HPM Partners 857k $6.1M -2% Jun 2026
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National Philanthropic Trust 853k $6.1M 0% Jun 2026
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Muzinich & Co 850k $6.1M 0% Jun 2026
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Pathstone Holdings 825k $5.9M 25% Jun 2026
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Legal & General Group 806k $5.8M 3% Jun 2026
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Morgan Stanley 730k $5.7M -35% Mar 2026
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Two Sigma Investments 707k $5.1M -15% Jun 2026
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Sumitomo Mitsui Trust Holdings 689k $4.9M 0% Jun 2026
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Advisor Group Holdings 492k $3.5M 9% Jun 2026
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Hennion & Walsh Asset Management 483k $3.5M -6% Jun 2026
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HighTower Advisors 424k $3.0M 0% Jun 2026
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Colony 418k $3.0M 25% Jun 2026
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BlackRock 347k $2.5M -1% Jun 2026
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Universal- Beteiligungs- und Servicegesellschaft mbH 344k $2.5M 0% Jun 2026
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GraniteShares Advisors 303k $2.2M 15% Jun 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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Wells Fargo & Company 247k $1.8M -21% Jun 2026
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D. E. Shaw & Co 247k $1.8M -29% Jun 2026
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Advisors Asset Management 209k $1.5M 20% Jun 2026
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XTX Topco 172k $1.2M -41% Jun 2026
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Flax Pond Capital 156k $1.1M 100% Jun 2026
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Mill Creek Capital Advisors 149k $1.2M 0% Mar 2026
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Cerberus Capital Management 145k $1.0M 0% Jun 2026
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Goldman Sachs Group 141k $1.0M 317% Jun 2026
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Rivernorth Capital Management 141k $1.0M 100% Jun 2026
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Bank of America Corporation 128k $918k -34% Jun 2026
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State Street Corporation 127k $987k -3% Mar 2026
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Millennium Management 125k $893k 53% Jun 2026
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Citadel Advisors 117k $835k 34% Jun 2026
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Farther Finance Advisors 115k $825k 38% Jun 2026
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Naviter Wealth 113k $808k -14% Jun 2026
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LPL Financial 111k $792k -11% Jun 2026
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Neuberger Berman Group 110k $785k 0% Jun 2026
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Great-West Life Assurance Company 108k $770k 9% Jun 2026
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Susquehanna International 105k $753k 31% Jun 2026
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Privium Fund Management 100k $717k 100% Jun 2026
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Nomura Asset Management International 95k $683k 0% Jun 2026
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Cambridge Investment Research Advisors 94k $671k 7% Jun 2026
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Caxton Associates 75k $538k 28% Jun 2026
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Denali Advisors 71k $510k -9% Jun 2026
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Janney Montgomery Scott 71k $510k 0% Jun 2026
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Jpmorgan Chase & Co 70k $498k 100% Jun 2026
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Virtus Investment Advisers 67k $482k -25% Jun 2026
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Royal Bank of Canada 65k $465k 21% Jun 2026
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Varcov 60k $430k -52% Jun 2026
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ExodusPoint Capital Management 59k $426k 100% Jun 2026
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Mutual Advisors 59k $421k 2% Jun 2026
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Hrt Financial 57k $406k 100% Jun 2026
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Palisade Capital Management 56k $404k -11% Jun 2026
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Equitable Holdings 53k $383k 200% Jun 2026
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Geode Capital Management 53k $382k 0% Jun 2026
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Ameriprise Financial 52k $373k -82% Jun 2026
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nVerses Capital 51k $367k 157% Jun 2026
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Balyasny Asset Management 51k $364k -63% Jun 2026
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BI Asset Management Fondsmaeglerselskab A/S 49k $348k -80% Jun 2026
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Spire Wealth Management 46k $327k 0% Jun 2026
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Almitas Capital 45k $323k 0% Jun 2026
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Cetera Investment Advisers 45k $321k 1% Jun 2026
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Nordwand Advisors 42k $300k 0% Jun 2026
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Colter Lewis Investment Partners 39k $283k 1% Jun 2026
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MQS Management 38k $271k 31% Jun 2026
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Next Capital Management 37k $268k 26% Jun 2026
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EP Wealth Advisors 36k $260k 100% Jun 2026
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Putnam Fl Investment Management 35k $249k 100% Jun 2026
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Mackenzie Financial 34k $240k 0% Jun 2026
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NewEdge Wealth 33k $240k 10% Jun 2026
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Fayez Sarofim & Co 31k $225k 0% Jun 2026
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International Assets Investment Management 31k $224k -4% Jun 2026
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Oppenheimer & Co 30k $217k -1% Jun 2026
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Sanctuary Advisors 30k $217k 0% Jun 2026
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Closed-End Fund Advisors 26k $186k 14% Jun 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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CenterStar Asset Management 24k $175k 0% Jun 2026
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Miller Global Investments 24k $171k 0% Jun 2026
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Captrust Financial Advisors 23k $165k -1% Jun 2026
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Advyzon Investment Management 23k $162k 0% Jun 2026
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Empower Advisory Group 22k $159k 0% Jun 2026
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Chilton Investment 22k $158k 0% Jun 2026
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Raymond James Financial 22k $155k 36% Jun 2026
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Lido Advisors 22k $154k 0% Jun 2026
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Stifel Financial 21k $151k -17% Jun 2026
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First Affirmative Financial Network 21k $159k 100% Mar 2026
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Northern Trust 19k $135k -38% Jun 2026
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PFG Investments 19k $134k -5% Jun 2026
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Squarepoint Ops 19k $134k 100% Jun 2026
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Jane Street 19k $133k -26% Jun 2026
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Apella Capital 18k $124k 0% Jun 2026
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Glenview Trust 18k $126k 0% Jun 2026
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Rothschild Investment 17k $118k 3% Jun 2026
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Genesee Capital Advisors 16k $118k 3% Jun 2026
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Sanders Morris Harris 16k $117k 0% Jun 2026
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ProShare Advisors 16k $117k -11% Jun 2026
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Arkadios Wealth Advisors 16k $115k 0% Jun 2026
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Wealthedge Investment Advisors 16k $113k 25% Jun 2026
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Fox Run Management 15k $108k 100% Jun 2026
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Creative Planning 14k $99k -3% Jun 2026
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Envestnet Asset Management 13k $92k -53% Jun 2026
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Jain Global 13k $92k 100% Jun 2026
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Commonwealth Equity Services 13k $90k -81% Jun 2026
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Sunbeam Capital Management 12k $88k 100% Jun 2026
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HB Wealth Management 12k $88k -88% Jun 2026
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Fund Advisors of America 12k $85k -37% Jun 2026
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Joel Isaacson & Co 11k $76k 0% Jun 2026
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SRS Capital Advisors 11k $76k 100% Jun 2026
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Verity and Verity 10k $72k 0% Jun 2026
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Us Bancorp 10k $72k 100% Jun 2026
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Brown Advisory Holdings Incorporated 10k $72k 0% Jun 2026
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Mission Wealth Management 10k $72k 100% Jun 2026
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Pnc Financial Services 9.5k $68k 314% Jun 2026
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Rockefeller Capital Management 9.2k $66k -13% Jun 2026
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Bnp Paribas Arbitrage, Snc 6.8k $49k 44% Jun 2026
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Bryn Mawr Trust 6.0k $43k 0% Jun 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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Mercer Global Advisors 4.6k $33k 100% Jun 2026
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Harbour Investments 4.3k $31k 0% Jun 2026
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Tower Research Capital 4.0k $29k 100% Jun 2026
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Fifth Third Bancorp 3.1k $22k 180% Jun 2026
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Geneos Wealth Management 1.6k $11k 0% Jun 2026
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Goss Wealth Management 1.2k $8.7k -28% Jun 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 $7.0k 0% Jun 2026
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Natixis 572.00 $4.1k 4% Jun 2026
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Bank & Trust 422.00 $3.0k 0% Jun 2026
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Chelsea Counsel 340.00 $2.4k 0% Jun 2026
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EverSource Wealth Advisors 308.00 $2.2k 0% Jun 2026
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Parallel Advisors 300.00 $2.2k 0% Jun 2026
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Larson Financial Group 283.00 $2.0k 3% Jun 2026
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Umb Bank N A 225.00 $1.6k 0% Jun 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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Caitong International Asset Management 149.00 $1.1k 96% Jun 2026
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Compass Financial Management 104.00 $778.003200 100% Jun 2026
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Quarry 92.00 $659.998800 100% Jun 2026
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Citigroup 5.00 $39.000000 100% Mar 2026
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Huntington National Bank 1.00 $7.000000 0% Jun 2026
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Danske Bank A/s 1.00 $7.000000 0% Jun 2026
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Who sold out of New Mountain Finance Corp?

Fund or Company Name Date Sold Shares Held Valued At
Trexquant Investment Mar 2026 115k $892k
Campbell & Co. Investment Adviser Mar 2026 72k $559k
Valeo Financial Advisors Mar 2026 60k $464k
Mirabella Financial Services Mar 2026 32k $246k
Y-Intercept Mar 2026 30k $236k
Wiley Bros.-aintree Capital Mar 2026 27k $211k
North Ground Capital Mar 2026 25k $194k
Navis Wealth Advisors Mar 2026 25k $194k
Entropy Technologies Mar 2026 24k $186k
Qube Research & Technologies Mar 2026 21k $159k
Brevan Howard Capital Management Mar 2026 20k $158k
Calton & Associates Mar 2026 17k $128k
Wedbush Morgan Securities Mar 2026 16k $124k
SG Americas Securities Mar 2026 16k $122k
Smh Capital Advisors Mar 2026 12k $93k
EMC Capital Management Dec 2025 12k $109k
Sowell Financial Services Mar 2026 12k $89k
Williams Jones Wealth Management Mar 2026 11k $85k
AE Wealth Management Mar 2026 10k $81k
State of Wyoming Mar 2026 9.1k $71k
Sound Income Strategies Mar 2026 7.7k $59k
Steward Partners Investment Advisory Mar 2026 5.4k $42k
MTM Investment Management Mar 2026 3.6k $28k
Advisory Services Network Mar 2026 2.6k $20k
Jones Financial Companies, L.L Mar 2026 166.00 $1.2k
Hanson McClain Advisors Mar 2026 95.00 $734.996000