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New Mountain Finance (NMFC) Institutional Ownership

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$10.00 -0.70 (-6.54%)
Closing price 04/4/2025 04:00 PM Eastern
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$10.26 +0.26 (+2.55%)
As of 04/4/2025 07:13 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)
96
Total
Institutional Inflows
(last 12 months)
$82.23M
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

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New Mountain Finance Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/1/2025 Confluence Investment Management LLC438,682$4.84M0.1%+2.1%0.407%
3/12/2025Wealthedge Investment Advisors LLC53,942$607K0.3%N/A0.050%
2/28/2025Universal Beteiligungs und Servicegesellschaft mbH209,500$2.36M0.0%N/A0.194%
2/18/2025Vise Technologies Inc.16,494$186K0.0%+7.2%0.015%
2/17/2025Williams Jones Wealth Management LLC.14,000$158K0.0%-6.7%0.013%
2/17/2025Squarepoint Ops LLC40,292$454K0.0%+179.7%0.037%
2/17/2025Two Sigma Advisers LP959,271$10.80M0.0%-6.5%0.889%
2/17/2025Two Sigma Investments LP678,896$7.64M0.0%-9.8%0.629%
2/17/2025ProShare Advisors LLC18,161$204K0.0%+17.2%0.017%
2/17/2025Millennium Management LLC519,532$5.85M0.0%+102.2%0.482%
2/17/2025Focus Partners Wealth20,999$236K0.0%N/A0.019%
2/17/2025D. E. Shaw & Co. Inc.124,989$1.41M0.0%+161.2%0.116%
2/17/2025Dimension Capital Management LLC895,862$10.09M1.6%-16.0%0.831%
2/17/2025Cetera Investment Advisers12,392$140K0.0%-11.0%0.011%
2/17/2025Captrust Financial Advisors136,769$1.54M0.0%-2.8%0.127%
2/17/2025BNP Paribas Financial Markets7,488$84K0.0%+240.4%0.007%
2/14/2025Ares Management LLC566,186$6.38M0.0%+15.2%0.525%
2/14/2025Jane Street Group LLC104,285$1.17M0.0%+232.7%0.097%
2/14/2025Comerica Bank9,257$104K0.0%-9.1%0.009%
2/14/2025Schonfeld Strategic Advisors LLC24,325$274K0.0%-88.8%0.023%
2/14/2025Lido Advisors LLC45,557$513K0.0%+2.7%0.042%
2/14/2025Northern Trust Corp61,228$689K0.0%+27.8%0.057%
2/14/2025Aquatic Capital Management LLC57,862$652K0.0%+880.7%0.054%
2/14/2025Virtus ETF Advisers LLC81,601$919K0.4%+29.5%0.076%
2/14/2025Stifel Financial Corp78,681$886K0.0%+66.9%0.073%
2/14/2025BI Asset Management Fondsmaeglerselskab A S95,987$1.08M0.0%+345.3%0.089%
2/13/2025CANADA LIFE ASSURANCE Co77,021$866K0.0%-7.1%0.071%
2/13/2025XTX Topco Ltd13,164$148K0.0%N/A0.012%
2/13/2025LSV Asset Management2,417,603$27.22M0.1%-2.4%2.242%
2/13/2025Raymond James Financial Inc.83,804$944K0.0%N/A0.078%
2/13/2025Legal & General Group Plc713,975$8.04M0.0%-6.5%0.662%
2/13/2025Invesco Ltd.985,917$11.10M0.0%+1,929.2%0.914%
2/13/2025Bank of Montreal Can47,355$533K0.0%-95.3%0.044%
2/13/2025Cerity Partners LLC3,686,210$41.51M0.1%-3.6%3.418%
2/13/2025Envestnet Asset Management Inc.137,773$1.55M0.0%+139.8%0.128%
2/13/2025Wedbush Securities Inc.18,250$205K0.0%-37.6%0.017%
2/13/2025Dynamic Technology Lab Private Ltd27,081$305K0.0%N/A0.025%
2/12/2025ExodusPoint Capital Management LP26,291$296K0.0%+107.9%0.024%
2/12/2025Trexquant Investment LP166,404$1.87M0.0%+139.2%0.154%
2/12/2025Franklin Resources Inc.362,751$4.09M0.0%+62.0%0.336%
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2/12/2025Everstar Asset Management LLC37,075$417K0.3%-28.0%0.034%
2/12/2025Prevail Innovative Wealth Advisors LLC178,374$2.01M0.6%-6.7%0.165%
2/12/2025JPMorgan Chase & Co.1,238,952$13.95M0.0%-1.6%1.149%
2/12/2025TrueMark Investments LLC28,446$320K0.1%N/A0.026%
2/11/2025LPL Financial LLC174,774$1.97M0.0%-8.8%0.162%
2/11/2025Fox Run Management L.L.C.10,106$114K0.0%N/A0.009%
2/11/2025Sei Investments Co.95,349$1.07M0.0%-1.0%0.088%
2/11/2025Virtu Financial LLC17,762$200K0.0%N/A0.016%
2/11/2025Condor Capital Management16,764$189K0.0%-94.7%0.016%
2/10/2025Advisors Asset Management Inc.229,084$2.58M0.0%-12.4%0.212%
2/10/2025Corient Private Wealth LLC18,723$211K0.0%+57.2%0.017%
2/10/2025First National Trust Co164,579$1.85M0.1%+2.9%0.153%
2/10/2025Midwest Professional Planners LTD.141,833$1.60M0.5%+6.5%0.132%
2/10/2025Commonwealth Equity Services LLC93,289$1.05M0.0%-8.7%0.086%
2/10/2025Connor Clark & Lunn Investment Management Ltd.101,311$1.14M0.0%N/A0.094%
2/10/2025Farther Finance Advisors LLC35,885$404K0.0%+154.3%0.033%
2/7/2025HighTower Advisors LLC2,651,080$29.85M0.0%-21.5%2.458%
2/7/2025MQS Management LLC10,894$123K3.5%N/A0.010%
2/7/2025Dorsey & Whitney Trust CO LLC135,462$1.53M0.1%N/A0.126%
2/7/2025Naviter Wealth LLC189,129$2.13M0.3%N/A0.175%
2/7/2025Larson Financial Group LLC10,953$123K0.0%+4,746.5%0.010%
2/6/2025Raymond James Financial Inc.83,804$944K0.0%N/A0.078%
2/6/2025Bard Associates Inc.27,473$309K0.1%-5.8%0.025%
2/5/2025SVB Wealth LLC24,735$279K0.0%N/A0.023%
2/5/2025Muzinich & Co. Inc.340,248$3.83M2.4%-1.7%0.315%
2/5/2025Oppenheimer & Co. Inc.31,174$351K0.0%+13.5%0.029%
2/4/2025GraniteShares Advisors LLC218,414$2.46M1.6%+21.6%0.203%
2/4/2025Denali Advisors LLC106,071$1.19M0.1%-20.1%0.098%
2/4/2025New World Advisors LLC13,047$147K0.0%N/A0.012%
2/4/2025Y Intercept Hong Kong Ltd103,921$1.17M0.1%N/A0.096%
2/4/2025Union Bancaire Privee UBP SA27,419$309K0.0%N/A0.025%
1/31/2025Atria Wealth Solutions Inc.26,954$304K0.0%-11.8%0.025%
1/30/2025Strategic Financial Concepts LLC18,488$208K0.0%N/A0.017%
1/29/2025Tranquility Partners LLC90,872$1.12M0.4%-77.2%0.084%
1/29/2025Van ECK Associates Corp2,342,650$26.38M0.0%+4.1%2.172%
1/29/2025Allspring Global Investments Holdings LLC2,884,556$32.71M0.1%-6.0%2.675%
1/29/2025Essex Financial Services Inc.19,017$214K0.0%+33.6%0.018%
1/28/2025Sumitomo Mitsui Trust Group Inc.325,367$3.66M0.0%-4.3%0.302%
1/28/2025Strategic Financial Concepts LLC18,488$208K0.0%N/A0.017%
1/24/2025WFA Asset Management Corp4,399$50K0.0%-89.2%0.004%
1/24/2025Spire Wealth Management37,700$425K0.0%-22.3%0.035%
1/23/2025EMC Capital Management18,470$208K0.1%+130.6%0.017%
1/22/2025Union Bancaire Privee UBP SA27,419$309K0.0%N/A0.025%
1/17/2025Inspire Investing LLC35,455$399K0.0%+3.5%0.033%
1/17/2025Janney Montgomery Scott LLC123,172$1.39M0.0%-11.3%0.114%
1/15/2025Merit Financial Group LLC259,520$2.92M0.1%-0.5%0.241%
1/15/2025Sanders Morris Harris LLC18,375$206K0.0%-5.2%0.017%
1/15/2025Hennion & Walsh Asset Management Inc.254,181$2.86M0.1%+31.4%0.236%
1/14/2025Rockingstone Advisors LLC282,107$3.18M1.4%+79.1%0.262%
1/8/2025International Assets Investment Management LLC31,259$354K0.0%-91.7%0.029%
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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%
11/25/2024Wilmington 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%
(Data available from 1/1/2016 forward)

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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 ($443.12K), 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 10,665,819 shares in the last 24 months. This purchase volume represents approximately $134.60M in transactions.

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

Of the 74 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 6,455,434 shares in the last 24 months. This volume of shares sold represents approximately $85.74M in transactions.


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This page (NASDAQ:NMFC) was last updated on 4/5/2025 by MarketBeat.com Staff
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