Who owns New Mountain Finance Corp?
- Ticker: NMFC
- CUSIP Number: 647551100
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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 |
|
| Van Eck Associates Corp. | 2.3M | $22M | -10% | Dec 2025 |
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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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| Dimension Capital Management Partners | 1.1M | $11M | 1% | Dec 2025 |
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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 | 849k | $6.6M | 0% | Mar 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 | $5.3M | 0% | Mar 2026 |
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| Pathstone Holdings | 661k | $5.1M | 2% | Mar 2026 |
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| Hennion & Walsh Asset Management | 513k | $4.0M | -9% | Mar 2026 |
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| Advisor Group Holdings | 431k | $4.0M | 6% | Dec 2025 |
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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 | 317k | $2.9M | 100% | Dec 2025 |
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| Tranquility Partners | 317k | $2.5M | 18% | Mar 2026 |
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| Wells Fargo & Company | 315k | $2.4M | -12% | Mar 2026 |
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| Ameriprise Financial | 292k | $2.3M | 0% | Mar 2026 |
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| Palisade Capital Management | 285k | $2.6M | -41% | Dec 2025 |
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| Confluence Investment Management | 278k | $2.2M | -6% | Mar 2026 |
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| Transcend Wealth Collective | 271k | $2.1M | -36% | Mar 2026 |
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| GraniteShares Advisors | 264k | $2.0M | -10% | Mar 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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| XTX Topco | 188k | $1.7M | 100% | Dec 2025 |
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| Advisors Asset Management | 174k | $1.3M | -3% | Mar 2026 |
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| Mill Creek Capital Advisors | 149k | $1.4M | 0% | Dec 2025 |
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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 | 132k | $1.2M | 24% | Dec 2025 |
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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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| Great-West Life Assurance Company | 119k | $1.1M | 4% | Dec 2025 |
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| Trexquant Investment | 115k | $892k | -44% | Mar 2026 |
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| Neuberger Berman Group | 114k | $1.1M | 0% | Dec 2025 |
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| Susquehanna International | 113k | $1.0M | 645% | Dec 2025 |
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| HB Wealth Management | 99k | $768k | -2% | Mar 2026 |
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| Nomura Asset Management International | 95k | $740k | 100% | Mar 2026 |
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| Cambridge Investment Research Advisors | 87k | $676k | 0% | Mar 2026 |
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| Citadel Advisors | 87k | $676k | 9% | Mar 2026 |
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| Virtus Investment Advisers | 86k | $791k | -12% | Dec 2025 |
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| Wiley Bros.-aintree Capital | 86k | $787k | 161% | Dec 2025 |
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| Farther Finance Advisors | 84k | $643k | 129% | Mar 2026 |
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| Millennium Management | 81k | $631k | -56% | 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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| Commonwealth Equity Services | 66k | $508k | -4% | Mar 2026 |
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| Valeo Financial Advisors | 60k | $464k | 0% | Mar 2026 |
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| Caxton Associates | 58k | $538k | 43% | Dec 2025 |
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| Mutual Advisors | 58k | $448k | 5% | Mar 2026 |
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| Quadrature Capital | 57k | $521k | 100% | Dec 2025 |
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| Northern Trust | 54k | $497k | -8% | Dec 2025 |
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| Royal Bank of Canada | 53k | $414k | -44% | Mar 2026 |
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| Geode Capital Management | 53k | $413k | 0% | Mar 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 | 37k | $337k | 100% | Dec 2025 |
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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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| Mirabella Financial Services | 32k | $246k | 100% | 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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| Fayez Sarofim & Co | 30k | $279k | 0% | Dec 2025 |
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| Next Capital Management | 30k | $230k | 0% | Mar 2026 |
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| MQS Management | 29k | $224k | 100% | 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 | $196k | 0% | Mar 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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| Raymond James Financial | 25k | $228k | -14% | Dec 2025 |
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| CenterStar Asset Management | 24k | $189k | 0% | Mar 2026 |
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| Miller Global Investments | 24k | $185k | 0% | 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 | $205k | 0% | Dec 2025 |
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| Chilton Investment | 22k | $171k | -41% | Mar 2026 |
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| Virtu Financial | 22k | $202k | 67% | Dec 2025 |
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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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| Brevan Howard Capital Management | 20k | $158k | 100% | Mar 2026 |
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| nVerses Capital | 20k | $154k | 100% | Mar 2026 |
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| PFG Investments | 20k | $153k | -4% | Mar 2026 |
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| Fund Advisors of America | 19k | $147k | -12% | Mar 2026 |
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| ProShare Advisors | 18k | $143k | 29% | Mar 2026 |
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| Captrust Financial Advisors | 18k | $164k | -56% | Dec 2025 |
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| Equitable Holdings | 18k | $164k | 100% | Mar 2026 |
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| Simplex Trading | 18k | $163k | 100% | Dec 2025 |
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| Apella Capital | 18k | $149k | 0% | Mar 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 | $127k | 100% | Mar 2026 |
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| Verition Fund Management | 16k | $149k | 0% | Dec 2025 |
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| Wedbush Morgan Securities | 16k | $124k | 0% | Mar 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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| Genesee Capital Advisors | 16k | $123k | 48% | Mar 2026 |
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| SG Americas Securities | 16k | $122k | 100% | Mar 2026 |
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| Tower Research Capital | 15k | $137k | 649% | Dec 2025 |
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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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| Catalyst Capital Advisors | 12k | $93k | 100% | Mar 2026 |
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| EMC Capital Management | 12k | $109k | -15% | Dec 2025 |
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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 | $82k | 100% | Mar 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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| Alpha Cubed Investments | 10k | $94k | 100% | Dec 2025 |
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| Verity and Verity | 10k | $78k | 0% | Mar 2026 |
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| Brown Advisory Holdings Incorporated | 10k | $78k | 0% | Mar 2026 |
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| Bnp Paribas Investment Partners | 9.6k | $88k | 100% | Dec 2025 |
|
| 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 | $47k | -57% | Mar 2026 |
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| Atlantic Trust | 6.0k | $55k | 0% | Dec 2025 |
|
| Steward Partners Investment Advisory | 5.4k | $42k | 100% | Mar 2026 |
|
| Union Bancaire Privee, UBP SA | 5.2k | $40k | -77% | Mar 2026 |
|
| Alaska Retirement Management Board | 4.9k | $37k | 0% | Mar 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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| MTM Investment Management | 3.6k | $28k | 0% | 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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| Quarry | 1.1k | $11k | 100% | Dec 2025 |
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| Fifth Third Bancorp | 1.1k | $8.5k | 100% | Mar 2026 |
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| Brian McDonald | 1.1k | $10k | 0% | Dec 2025 |
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| First Horizon National Corp | 1.0k | $7.8k | 0% | Mar 2026 |
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| Pin Oak Investment Advisors | 969.00 | $8.0k | 0% | Mar 2026 |
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| CWM | 815.00 | $8.0k | -54% | Dec 2025 |
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| Natixis | 532.00 | $4.9k | -99% | Dec 2025 |
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| Jones Financial Companies, L.L | 437.00 | $4.0k | 100% | Dec 2025 |
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| Bank & Trust | 422.00 | $3.3k | 0% | Mar 2026 |
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| Chelsea Counsel | 340.00 | $2.6k | 0% | Mar 2026 |
|
| Larson Financial Group | 263.00 | $2.4k | -98% | Dec 2025 |
|
| Huntington National Bank | 1.00 | $9.000000 | -100% | Dec 2025 |
|
Who sold out of New Mountain Finance Corp?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Jpmorgan Chase & Co | Sep 2025 | 1.6M | $15M |
| 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 |
| Macquarie Group | Sep 2025 | 95k | $919k |
| Epoch Investment Partners | Sep 2025 | 73k | $707k |
| 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 |
| Marshall Wace | Sep 2025 | 32k | $311k |
| LexAurum Advisors | Sep 2025 | 29k | $275k |
| Kestra Advisory Services | Dec 2025 | 25k | $229k |
| Fox Run Management | Dec 2025 | 23k | $210k |
| Tudor Investment Corporation | Dec 2025 | 19k | $176k |
| TrueMark Investments | Dec 2025 | 19k | $171k |
| Two Sigma Securities | Dec 2025 | 18k | $165k |
| PharVision Advisers | Dec 2025 | 17k | $157k |
| ExodusPoint Capital Management | Dec 2025 | 17k | $156k |
| Schonfeld Strategic Advisors | Dec 2025 | 16k | $151k |
| Whittier Trust | Dec 2025 | 16k | $150k |
| Mercer Global Advisors | Dec 2025 | 16k | $146k |
| Nomura Holdings | Dec 2025 | 15k | $138k |
| 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 |
| Seven Mile Advisory | Dec 2025 | 11k | $98k |
| Advisory Services Network | Sep 2025 | 6.8k | $65k |
| Us Bancorp | Sep 2025 | 5.0k | $48k |
| WealthCollab | Dec 2025 | 1.8k | $16k |
| Flagship Harbor Advisors | Dec 2025 | 651.00 | $6.0k |
| Newbridge Financial Services Group | Dec 2025 | 485.00 | $4.5k |