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New Mountain Finance (NMFC) Institutional Ownership

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$11.62 -0.03 (-0.26%)
Closing price 04:00 PM Eastern
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Institutional Ownership Changes (13F Filings) for New Mountain Finance (NASDAQ:NMFC)

Current
Institutional Ownership
Percentage
32.08%
Number of
Institutional Buyers
(last 12 months)
95
Total
Institutional Inflows
(last 12 months)
$86.77M
Number of
Institutional Sellers
(last 12 months)
50
Total
Institutional Outflows
(last 12 months)
$53.86M
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NMFC Institutional Buying and Selling by Quarter

New Mountain Finance Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/28/2025 Universal Beteiligungs und Servicegesellschaft mbH209,500$2.36M0.0%N/A0.194%
2/18/2025 Vise Technologies Inc.16,494$186K0.0%+7.2%0.015%
2/17/2025 Williams Jones Wealth Management LLC.14,000$158K0.0%-6.7%0.013%
2/17/2025 Squarepoint Ops LLC40,292$454K0.0%+179.7%0.037%
2/17/2025 Two Sigma Advisers LP959,271$10.80M0.0%-6.5%0.889%
2/17/2025 Two Sigma Investments LP678,896$7.64M0.0%-9.8%0.629%
2/17/2025 ProShare Advisors LLC18,161$204K0.0%+17.2%0.017%
2/17/2025 Millennium Management LLC519,532$5.85M0.0%+102.2%0.482%
2/17/2025 Focus Partners Wealth20,999$236K0.0%N/A0.019%
2/17/2025 D. E. Shaw & Co. Inc.124,989$1.41M0.0%+161.2%0.116%
2/17/2025 Dimension Capital Management LLC895,862$10.09M1.6%-16.0%0.831%
2/17/2025 Cetera Investment Advisers12,392$140K0.0%-11.0%0.011%
2/17/2025 Captrust Financial Advisors136,769$1.54M0.0%-2.8%0.127%
2/17/2025 BNP Paribas Financial Markets7,488$84K0.0%+240.4%0.007%
2/14/2025 Ares Management LLC566,186$6.38M0.0%+15.2%0.525%
2/14/2025 Jane Street Group LLC104,285$1.17M0.0%+232.7%0.097%
2/14/2025 Comerica Bank9,257$104K0.0%-9.1%0.009%
2/14/2025 Schonfeld Strategic Advisors LLC24,325$274K0.0%-88.8%0.023%
2/14/2025 Lido Advisors LLC45,557$513K0.0%+2.7%0.042%
2/14/2025 Northern Trust Corp61,228$689K0.0%+27.8%0.057%
2/14/2025 Aquatic Capital Management LLC57,862$652K0.0%+880.7%0.054%
2/14/2025 Virtus ETF Advisers LLC81,601$919K0.4%+29.5%0.076%
2/14/2025 Stifel Financial Corp78,681$886K0.0%+66.9%0.073%
2/14/2025 BI Asset Management Fondsmaeglerselskab A S95,987$1.08M0.0%+345.3%0.089%
2/13/2025 CANADA LIFE ASSURANCE Co77,021$866K0.0%-7.1%0.071%
2/13/2025 XTX Topco Ltd13,164$148K0.0%N/A0.012%
2/13/2025 LSV Asset Management2,417,603$27.22M0.1%-2.4%2.242%
2/13/2025 Raymond James Financial Inc.83,804$944K0.0%N/A0.078%
2/13/2025 Legal & General Group Plc713,975$8.04M0.0%-6.5%0.662%
2/13/2025 Invesco Ltd.985,917$11.10M0.0%+1,929.2%0.914%
2/13/2025 Bank of Montreal Can47,355$533K0.0%-95.3%0.044%
2/13/2025 Cerity Partners LLC3,686,210$41.51M0.1%-3.6%3.418%
2/13/2025 Envestnet Asset Management Inc.137,773$1.55M0.0%+139.8%0.128%
2/13/2025 Wedbush Securities Inc.18,250$205K0.0%-37.6%0.017%
2/13/2025 Dynamic Technology Lab Private Ltd27,081$305K0.0%N/A0.025%
2/12/2025 ExodusPoint Capital Management LP26,291$296K0.0%+107.9%0.024%
2/12/2025 Trexquant Investment LP166,404$1.87M0.0%+139.2%0.154%
2/12/2025 Franklin Resources Inc.362,751$4.09M0.0%+62.0%0.336%
2/12/2025 Everstar Asset Management LLC37,075$417K0.3%-28.0%0.034%
2/12/2025 Prevail Innovative Wealth Advisors LLC178,374$2.01M0.6%-6.7%0.165%
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2/12/2025 JPMorgan Chase & Co.1,238,952$13.95M0.0%-1.6%1.149%
2/12/2025 TrueMark Investments LLC28,446$320K0.1%N/A0.026%
2/11/2025 LPL Financial LLC174,774$1.97M0.0%-8.8%0.162%
2/11/2025 Fox Run Management L.L.C.10,106$114K0.0%N/A0.009%
2/11/2025 Sei Investments Co.95,349$1.07M0.0%-1.0%0.088%
2/11/2025 Virtu Financial LLC17,762$200K0.0%N/A0.016%
2/11/2025 Condor Capital Management16,764$189K0.0%-94.7%0.016%
2/10/2025 Advisors Asset Management Inc.229,084$2.58M0.0%-12.4%0.212%
2/10/2025 Corient Private Wealth LLC18,723$211K0.0%+57.2%0.017%
2/10/2025 First National Trust Co164,579$1.85M0.1%+2.9%0.153%
2/10/2025 Midwest Professional Planners LTD.141,833$1.60M0.5%+6.5%0.132%
2/10/2025 Commonwealth Equity Services LLC93,289$1.05M0.0%-8.7%0.086%
2/10/2025 Connor Clark & Lunn Investment Management Ltd.101,311$1.14M0.0%N/A0.094%
2/10/2025 Farther Finance Advisors LLC35,885$404K0.0%+154.3%0.033%
2/7/2025 HighTower Advisors LLC2,651,080$29.85M0.0%-21.5%2.458%
2/7/2025 MQS Management LLC10,894$123K3.5%N/A0.010%
2/7/2025 Dorsey & Whitney Trust CO LLC135,462$1.53M0.1%N/A0.126%
2/7/2025 Naviter Wealth LLC189,129$2.13M0.3%N/A0.175%
2/7/2025 Larson Financial Group LLC10,953$123K0.0%+4,746.5%0.010%
2/6/2025 Raymond James Financial Inc.83,804$944K0.0%N/A0.078%
2/6/2025 Bard Associates Inc.27,473$309K0.1%-5.8%0.025%
2/5/2025 SVB Wealth LLC24,735$279K0.0%N/A0.023%
2/5/2025 Muzinich & Co. Inc.340,248$3.83M2.4%-1.7%0.315%
2/5/2025 Oppenheimer & Co. Inc.31,174$351K0.0%+13.5%0.029%
2/4/2025 GraniteShares Advisors LLC218,414$2.46M1.6%+21.6%0.203%
2/4/2025 Denali Advisors LLC106,071$1.19M0.1%-20.1%0.098%
2/4/2025 New World Advisors LLC13,047$147K0.0%N/A0.012%
2/4/2025 Y Intercept Hong Kong Ltd103,921$1.17M0.1%N/A0.096%
2/4/2025 Union Bancaire Privee UBP SA27,419$309K0.0%N/A0.025%
1/31/2025 Atria Wealth Solutions Inc.26,954$304K0.0%-11.8%0.025%
1/30/2025 Strategic Financial Concepts LLC18,488$208K0.0%N/A0.017%
1/29/2025 Tranquility Partners LLC90,872$1.12M0.4%-77.2%0.084%
1/29/2025 Van ECK Associates Corp2,342,650$26.38M0.0%+4.1%2.172%
1/29/2025 Allspring Global Investments Holdings LLC2,884,556$32.71M0.1%-6.0%2.675%
1/29/2025 Essex Financial Services Inc.19,017$214K0.0%+33.6%0.018%
1/28/2025 Sumitomo Mitsui Trust Group Inc.325,367$3.66M0.0%-4.3%0.302%
1/28/2025 Strategic Financial Concepts LLC18,488$208K0.0%N/A0.017%
1/24/2025 WFA Asset Management Corp4,399$50K0.0%-89.2%0.004%
1/24/2025 Spire Wealth Management37,700$425K0.0%-22.3%0.035%
1/23/2025 EMC Capital Management18,470$208K0.1%+130.6%0.017%
1/22/2025 Union Bancaire Privee UBP SA27,419$309K0.0%N/A0.025%
1/17/2025 Inspire Investing LLC35,455$399K0.0%+3.5%0.033%
1/17/2025 Janney Montgomery Scott LLC123,172$1.39M0.0%-11.3%0.114%
1/15/2025 Merit Financial Group LLC259,520$2.92M0.1%-0.5%0.241%
1/15/2025 Sanders Morris Harris LLC18,375$206K0.0%-5.2%0.017%
1/15/2025 Hennion & Walsh Asset Management Inc.254,181$2.86M0.1%+31.4%0.236%
1/14/2025 Rockingstone Advisors LLC282,107$3.18M1.4%+79.1%0.262%
1/8/2025 International Assets Investment Management LLC31,259$354K0.0%-91.7%0.029%
1/2/2025 Confluence Investment Management LLC429,806$4.84M0.1%+0.3%0.399%
12/26/2024 JPMorgan Chase & Co.1,258,842$15.08M0.0%+1.3%1.167%
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11/27/2024 Franklin Resources Inc.223,891$2.61M0.0%N/A0.208%
11/25/2024 Wilmington Savings Fund Society FSB14,000$168K0.0%N/A0.013%
11/15/2024 Jane Street Group LLC31,341$375K0.0%N/A0.029%
11/15/2024 Two Sigma Advisers LP1,026,200$12.29M0.0%-3.1%0.952%
11/15/2024 Stifel Financial Corp47,138$565K0.0%+5.3%0.044%
11/15/2024 HighTower Advisors LLC3,376,702$40.44M0.1%+7.6%3.131%
11/15/2024 Centiva Capital LP10,817$130K0.0%N/A0.010%
11/15/2024 Paloma Partners Management Co29,319$351K0.0%N/A0.027%
11/14/2024 Captrust Financial Advisors140,714$1.69M0.0%-10.3%0.130%
11/13/2024 BNP Paribas Financial Markets2,200$26K0.0%N/A0.002%
(Data available from 1/1/2016 forward)

NMFC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of NMFC shares?

During the previous two years, 160 institutional investors and hedge funds held shares of New Mountain Finance. The most heavily invested institutionals were Cerity Partners LLC ($41.51M), Allspring Global Investments Holdings LLC ($32.71M), HighTower Advisors LLC ($29.85M), LSV Asset Management ($27.22M), Van ECK Associates Corp ($26.38M), JPMorgan Chase & Co. ($13.95M), and Invesco Ltd. ($11.10M).Learn more on NMFC's institutional investors.

What percentage of New Mountain Finance stock is owned by institutional investors?

32.08% of New Mountain Finance stock is owned by institutional investors. Learn more on NMFC's institutional investor holdings.

Which institutional investors have been buying New Mountain Finance stock?

Of the 134 institutional investors that purchased New Mountain Finance stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Van ECK Associates Corp ($1.11M), Invesco Ltd. ($937.33K), International Assets Investment Management LLC ($733.40K), Acadian Asset Management LLC ($482.94K), Confluence Investment Management LLC ($434.25K), Cerity Partners LLC ($366.57K), and Franklin Resources Inc. ($362.75K).

How much institutional buying is happening at New Mountain Finance?

Institutional investors have bought a total of 10,666,039 shares in the last 24 months. This purchase volume represents approximately $134.67M in transactions.

Which New Mountain Finance major shareholders have been selling company stock?

Of the 75 institutional investors that sold New Mountain Finance stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Bank of Montreal Can ($970.95K), Cliffwater LLC ($756.94K), HighTower Advisors LLC ($725.62K), International Assets Investment Management LLC ($362.85K), Tranquility Partners LLC ($307.47K), Cerity Partners LLC ($299.60K), and Condor Capital Management ($298.17K).

How much institutional selling is happening at New Mountain Finance?

Institutional investors have sold a total of 6,485,269 shares in the last 24 months. This volume of shares sold represents approximately $86.47M in transactions.



This page (NASDAQ:NMFC) was last updated on 3/3/2025 by MarketBeat.com Staff
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