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New Mountain Finance (NMFC) Institutional Ownership

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$11.66 +0.08 (+0.65%)
As of 12:45 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)
72
Total
Institutional Inflows
(last 12 months)
$59.97M
Number of
Institutional Sellers
(last 12 months)
39
Total
Institutional Outflows
(last 12 months)
$23.58M
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NMFC Institutional Buying and Selling by Quarter

New Mountain Finance Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
12/26/2024JPMorgan Chase & Co.1,258,842$15.08M0.0%+1.3%1.167%
11/27/2024Franklin Resources Inc.223,891$2.61M0.0%N/A0.208%
11/25/2024 Wilmington Savings Fund Society FSB14,000$168K0.0%N/A0.013%
11/15/2024Jane Street Group LLC31,341$375K0.0%N/A0.029%
11/15/2024Two Sigma Advisers LP1,026,200$12.29M0.0%-3.1%0.952%
11/15/2024Stifel Financial Corp47,138$565K0.0%+5.3%0.044%
11/15/2024HighTower Advisors LLC3,376,702$40.44M0.1%+7.6%3.131%
11/15/2024Centiva Capital LP10,817$130K0.0%N/A0.010%
11/15/2024Paloma Partners Management Co29,319$351K0.0%N/A0.027%
11/14/2024Captrust Financial Advisors140,714$1.69M0.0%-10.3%0.130%
11/13/2024BNP Paribas Financial Markets2,200$26K0.0%N/A0.002%
11/13/2024Quantbot Technologies LP10,783$129K0.0%N/A0.010%
11/12/2024Cerity Partners LLC3,823,925$45.81M0.1%+2.7%3.546%
11/8/2024Advisors Asset Management Inc.261,563$3.13M0.1%-3.2%0.243%
11/7/2024 Tranquility Partners LLC398,344$4.77M1.7%+2.5%0.369%
11/6/2024Muzinich & Co. Inc.346,118$4.15M2.9%+6.4%0.321%
11/6/2024Oppenheimer & Co. Inc.27,466$329K0.0%-14.3%0.025%
11/5/2024 Sumitomo Mitsui Trust Group Inc.340,158$4.08M0.0%+9.3%0.315%
11/5/2024First National Trust Co160,005$1.92M0.1%+101.1%0.148%
11/1/2024Lindbrook Capital LLC325,365$3.90M0.3%+0.7%0.302%
10/31/2024 Confluence Investment Management LLC428,334$5.13M0.1%+1.1%0.397%
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10/29/2024 Van ECK Associates Corp2,249,321$25.98M0.0%+8.1%2.086%
10/29/2024 Janney Montgomery Scott LLC138,940$1.67M0.0%-1.1%0.129%
10/29/2024Farther Finance Advisors LLC14,110$169K0.0%N/A0.013%
10/28/2024 Stephens Inc. AR25,500$305K0.0%+10.9%0.024%
10/24/2024 PFG Investments LLC35,468$425K0.0%-10.2%0.033%
10/23/2024 Hennion & Walsh Asset Management Inc.193,449$2.32M0.1%+54.2%0.179%
10/22/2024 International Assets Investment Management LLC374,487$4.49M0.0%+1,017.3%0.347%
10/21/2024 Genesee Capital Advisors LLC16,508$198K0.1%N/A0.015%
10/19/2024 Allspring Global Investments Holdings LLC3,067,421$36.75M0.1%+0.1%2.844%
10/11/2024Creative Planning13,305$159K0.0%-49.7%0.012%
10/10/2024 Inspire Investing LLC34,267$411K0.0%+19.8%0.032%
10/8/2024 Rockingstone Advisors LLC157,508$1.89M0.9%-6.0%0.146%
9/5/2024Sanctuary Advisors LLC31,776$404K0.0%N/A0.029%
8/16/2024Quarry LP3,307$40K0.0%+68.3%0.003%
8/16/2024Creative Planning26,455$324K0.0%+107.4%0.025%
8/15/2024Millennium Management LLC456,811$5.59M0.0%+5.4%0.424%
8/15/2024Deerfield Management Company L.P. Series C18,190$223K0.0%N/A0.017%
8/15/2024Dimension Capital Management LLC1,080,460$13.23M2.7%-7.5%1.002%
8/14/2024ProShare Advisors LLC14,895$182K0.0%+14.3%0.014%
8/13/2024Sei Investments Co.85,708$1.05M0.0%+18.4%0.079%
8/10/2024Clearstead Trust LLC7,994$98K0.0%N/A0.007%
8/8/2024Condor Capital Management348,406$4.26M0.4%+28.2%0.323%
8/8/2024Prevail Innovative Wealth Advisors LLC193,840$2.37M0.8%-3.6%0.180%
8/7/2024Wedbush Securities Inc.38,661$473K0.0%-46.5%0.036%
8/6/2024LSV Asset Management2,548,475$31.19M0.1%+0.7%2.363%
8/6/2024Acadian Asset Management LLC314,058$3.84M0.0%+78.5%0.291%
8/2/2024First National Trust Co79,554$974K0.0%N/A0.074%
8/1/2024GraniteShares Advisors LLC150,445$1.84M0.6%+14.2%0.139%
7/31/2024 Essex Financial Services Inc.19,603$240K0.0%+37.9%0.018%
7/31/2024 Spire Wealth Management50,702$621K0.0%+39.2%0.047%
7/31/2024 Van ECK Associates Corp2,080,602$25.47M0.0%+21.6%1.929%
7/31/2024Rothschild Investment LLC19,520$239K0.0%N/A0.018%
7/30/2024 Moloney Securities Asset Management LLC30,742$376K0.1%+9.1%0.029%
7/30/2024BNP PARIBAS ASSET MANAGEMENT Holding S.A.27,435$336K0.0%N/A0.025%
7/26/2024Cambridge Investment Research Advisors Inc.129,933$1.59M0.0%+8.5%0.120%
7/26/2024 Allspring Global Investments Holdings LLC3,063,762$37.50M0.1%-0.6%2.841%
7/25/2024 Tranquility Partners LLC388,753$4.76M1.8%+37.2%0.360%
7/23/2024GYL Financial Synergies LLC18,290$224K0.0%+18.5%0.017%
7/23/2024 Oak Family Advisors LLC150,384$1.84M0.6%+0.7%0.139%
7/23/2024 Stableford Capital II LLC79,339$986K0.4%+99.0%0.074%
7/20/2024 Hennion & Walsh Asset Management Inc.125,459$1.54M0.1%+33.5%0.116%
7/19/2024 Sumitomo Mitsui Trust Holdings Inc.311,201$3.81M0.0%+16.5%0.289%
7/17/2024 Rockingstone Advisors LLC167,623$2.05M1.1%-14.8%0.155%
7/16/2024 Wealth Enhancement Advisory Services LLC21,590$264K0.0%+38.0%0.020%
7/10/2024Csenge Advisory Group13,969$171K0.0%-22.1%0.013%
7/1/2024 Confluence Investment Management LLC423,578$5.19M0.1%+2.2%0.393%
5/20/2024 EMC Capital Management18,470$234K0.1%-19.0%0.017%
5/15/2024SVB Wealth LLC40,052$507K0.0%+21.6%0.038%
5/15/2024Lazard Asset Management LLC10,005$126K0.0%N/A0.009%
5/14/2024Advisors Asset Management Inc.314,702$3.99M0.1%+3.0%0.296%
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5/14/2024EntryPoint Capital LLC4,101$52K0.0%N/A0.004%
5/14/2024MQS Management LLC61,879$784K0.4%+316.4%0.058%
5/14/2024CANADA LIFE ASSURANCE Co101,576$1.29M0.0%+27.8%0.096%
5/11/2024Cliffwater LLC425,174$5.39M1.5%-43.0%0.400%
5/11/2024Hillsdale Investment Management Inc.3,140$40K0.0%N/A0.003%
5/10/2024Acadian Asset Management LLC175,901$2.22M0.0%-47.3%0.165%
5/10/2024Prevail Innovative Wealth Advisors LLC201,064$2.55M0.9%+9.4%0.189%
5/9/2024Midwest Professional Planners LTD.108,830$1.38M0.5%+24.7%0.102%
5/9/2024Condor Capital Management271,667$3.44M0.3%+9.6%0.256%
5/9/2024SageView Advisory Group LLC2,712$34K0.0%-85.7%0.003%
(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, 141 institutional investors and hedge funds held shares of New Mountain Finance. The most heavily invested institutionals were Cerity Partners LLC ($45.81M), HighTower Advisors LLC ($40.44M), Allspring Global Investments Holdings LLC ($32.71M), LSV Asset Management ($31.19M), Van ECK Associates Corp ($26.38M), JPMorgan Chase & Co. ($15.08M), and Dimension Capital Management LLC ($13.23M).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 122 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 ($1.21M), International Assets Investment Management LLC ($733.40K), LSV Asset Management ($496.34K), Acadian Asset Management LLC ($482.94K), Confluence Investment Management LLC ($434.25K), Cerity Partners LLC ($366.57K), and Focus Financial Network Inc. ADV ($324.63K).

How much institutional buying is happening at New Mountain Finance?

Institutional investors have bought a total of 8,305,237 shares in the last 24 months. This purchase volume represents approximately $108.99M in transactions.

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

Of the 64 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: Advisors Capital Management LLC ($1.95M), Cliffwater LLC ($756.94K), International Assets Investment Management LLC ($362.85K), Tranquility Partners LLC ($307.47K), Allspring Global Investments Holdings LLC ($297.43K), Ares Management LLC ($191.79K), and Cerity Partners LLC ($161.88K).

How much institutional selling is happening at New Mountain Finance?

Institutional investors have sold a total of 5,708,616 shares in the last 24 months. This volume of shares sold represents approximately $80.09M in transactions.


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This page (NASDAQ:NMFC) was last updated on 1/31/2025 by MarketBeat.com Staff
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