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New Mountain Finance (NMFC) Institutional Ownership

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$10.13 +0.01 (+0.10%)
Closing price 04/25/2025 04:00 PM Eastern
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$10.13 0.00 (0.00%)
As of 04/25/2025 07:37 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)
$85.72M
Number of
Institutional Sellers
(last 12 months)
50
Total
Institutional Outflows
(last 12 months)
$80.98M
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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
4/25/2025Naviter Wealth LLC197,677$2.25M0.3%+4.5%0.183%
4/25/2025Essex Financial Services Inc.14,609$161K0.0%-23.2%0.014%
4/25/2025Sumitomo Mitsui Trust Group Inc.387,176$4.27M0.0%+19.0%0.359%
4/24/2025 Allspring Global Investments Holdings LLC407,199$4.52M0.0%-85.9%0.378%
4/24/2025 Shore Point Advisors LLC20,445$226K0.1%-6.6%0.019%
4/24/2025 Transcend Capital Advisors LLC423,784$4.67M0.3%N/A0.393%
4/24/2025 Tranquility Partners LLC120,472$1.33M0.5%+32.6%0.112%
4/23/2025 Oppenheimer & Co. Inc.33,624$371K0.0%+7.9%0.031%
4/22/2025 PFG Investments LLC33,869$374K0.0%-4.0%0.031%
4/17/2025 Janney Montgomery Scott LLC121,447$1.34M0.0%-1.4%0.113%
4/16/2025 GraniteShares Advisors LLC232,504$2.57M1.6%+6.5%0.216%
4/15/2025 Rockingstone Advisors LLC274,402$3.03M1.4%-2.7%0.254%
4/14/2025 WFA Asset Management Corp40,504$447K0.3%+820.8%0.038%
4/14/2025 Farther Finance Advisors LLC46,785$519K0.0%+30.4%0.043%
4/10/2025 Key Client Fiduciary Advisors LLC46,846$517K0.2%-5.1%0.043%
4/10/2025 Hennion & Walsh Asset Management Inc.313,430$3.46M0.2%+23.3%0.291%
4/9/2025 Merit Financial Group LLC260,572$2.87M0.0%+0.4%0.242%
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%
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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%
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%
2/12/2025 TrueMark 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%
2/10/2025 Farther 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%
2/5/2025 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%
2/4/2025Denali Advisors LLC106,071$1.19M0.1%-20.1%0.098%
2/4/2025 New World Advisors LLC13,047$147K0.0%N/A0.012%
2/4/2025Y 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%
1/31/2025Atria Wealth Solutions Inc.26,954$304K0.0%-11.8%0.025%
1/30/2025Strategic Financial Concepts LLC18,488$208K0.0%N/A0.017%
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1/29/2025 Tranquility 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%
1/29/2025 Allspring 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%
1/24/2025 WFA Asset Management Corp4,399$50K0.0%-89.2%0.004%
1/24/2025 Spire Wealth Management37,700$425K0.0%-22.3%0.035%
1/23/2025EMC Capital Management18,470$208K0.1%+130.6%0.017%
1/22/2025 Union Bancaire Privee UBP SA27,419$309K0.0%N/A0.025%
(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, 161 institutional investors and hedge funds held shares of New Mountain Finance. The most heavily invested institutionals were Cerity Partners LLC ($41.51M), HighTower Advisors LLC ($29.85M), LSV Asset Management ($27.22M), Van ECK Associates Corp ($26.38M), JPMorgan Chase & Co. ($13.95M), Invesco Ltd. ($11.10M), and Two Sigma Advisers LP ($10.80M).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 135 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), Transcend Capital Advisors LLC ($423.78K), and Cerity Partners LLC ($366.57K).

How much institutional buying is happening at New Mountain Finance?

Institutional investors have bought a total of 11,238,290 shares in the last 24 months. This purchase volume represents approximately $139.91M 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: Allspring Global Investments Holdings LLC ($2.77M), Bank of Montreal Can ($970.95K), Cliffwater LLC ($756.94K), HighTower Advisors LLC ($725.62K), International Assets Investment Management LLC ($354.75K), Tranquility Partners LLC ($307.47K), and Cerity Partners LLC ($299.60K).

How much institutional selling is happening at New Mountain Finance?

Institutional investors have sold a total of 8,874,683 shares in the last 24 months. This volume of shares sold represents approximately $111.39M in transactions.


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This page (NASDAQ:NMFC) was last updated on 4/26/2025 by MarketBeat.com Staff
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