NEW MOUNTAIN FINANCE CORP NMFC
$7.15
-0.6% 52w: $6.90 – $9.41
Latest 13F among current holders filed 31 days ago (Jun 4, 2026)
Price — last 12 months
research preview data6.908.169.41
Jun 20, 2025 Jul 2, 2026
Institutional holders
154
-17 QoQ
13F value
$215.7M
-38.3% QoQ
Smart-money holders
6
signal tier ≥ 2
New smart buyers
3
Q1 2026
Options barometer
calls only
$893K calls / — puts
Institutional value by quarter
Number of holders
Who owns NMFC?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| LSV ASSET MANAGEMENT | Other | 3.0M | $23.5M | 0.1% | +1.2% |
| Invesco Ltd. | Index provider | 2.1M | $16.6M | 0.0% | +79.8% |
| UBS Group AG | Bank broker | 2.1M | $16.2M | 0.0% | +35.7% |
| VAN ECK ASSOCIATES CORP | Diversified mechanical | 1.8M | $13.9M | 0.0% | -23.2% |
| DIMENSION CAPITAL MANAGEMENT LLC | Wealth advisor | 1.2M | $9.0M | 1.3% | +0.6% |
| Russell Investments Group, Ltd. | Diversified mechanical | 938.7K | $7.3M | 0.0% | +167.9% |
| Cerity Partners LLC | Diversified mechanical | 872.8K | $6.8M | 0.0% | -16.2% |
| Corient Private Wealth LLC | Diversified mechanical | 871.3K | $6.8M | 0.0% | -46.1% |
| National Philanthropic Trust | Other | 852.9K | $6.6M | 0.1% | Held |
| Muzinich & Co., Inc. ★3 | Fundamental concentrated | 848.9K | $6.6M | 2.3% | -0.1% |
| TWO SIGMA INVESTMENTS, LP | Quant stat arb | 836.5K | $6.5M | 0.0% | +42.6% |
| Legal & General Group Plc | Diversified mechanical | 785.5K | $6.1M | 0.0% | +5.8% |
| MORGAN STANLEY | Bank broker | 729.9K | $5.7M | 0.0% | -35.2% |
| Sumitomo Mitsui Trust Group, Inc. | Diversified mechanical | 688.6K | $5.3M | 0.0% | -0.3% |
| Pathstone Holdings, LLC | Diversified mechanical | 661.2K | $5.1M | 0.0% | +1.8% |
| Hennion & Walsh Asset Management, Inc. | Other | 513.1K | $4.0M | 0.1% | -8.9% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 450.5K | $3.5M | 0.0% | +4.6% |
| HighTower Advisors, LLC | Diversified mechanical | 423.7K | $3.3M | 0.0% | -18.2% |
| BlackRock, Inc. | Index provider | 352.2K | $2.7M | 0.0% | -48.7% |
| D. E. Shaw & Co., Inc. | Quant stat arb | 347.5K | $2.7M | 0.0% | +193.1% |
| Universal- Beteiligungs- und Servicegesellschaft mbH | Diversified mechanical | 344.0K | $2.7M | 0.0% | Held |
| Focus Partners Wealth | Wealth advisor | 334.8K | $2.6M | 0.0% | +5.5% |
| Tranquility Partners, LLC | Other | 316.8K | $2.5M | 0.9% | +18.2% |
| WELLS FARGO & COMPANY/MN | Bank broker | 314.5K | $2.4M | 0.0% | -12.1% |
| XTX Topco Ltd | Market maker | 292.7K | $2.3M | 0.0% | +56.0% |
| AMERIPRISE FINANCIAL INC | Bank broker | 291.5K | $2.3M | 0.0% | -0.3% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | Other | 277.6K | $2.2M | 0.0% | -5.8% |
| TRANSCEND CAPITAL ADVISORS, LLC | Other | 271.2K | $2.1M | 0.2% | -35.5% |
| GraniteShares Advisors LLC | Other | 263.6K | $2.0M | 1.5% | -10.3% |
| BI Asset Management Fondsmaeglerselskab A/S | Other | 243.1K | $1.9M | 0.0% | +3.5% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 194.1K | $1.5M | 0.0% | -12.6% |
| Advisors Asset Management, Inc. | Diversified mechanical | 173.7K | $1.3M | 0.0% | -2.9% |
| Mill Creek Capital Advisors, LLC | Wealth advisor | 149.0K | $1.2M | 0.0% | Held |
| Cerberus Capital Management, L.P. ★2 | Fundamental diversified | 145.0K | $1.1M | 0.0% | New |
| Balyasny Asset Management L.P. | Multistrat pod | 136.1K | $1.1M | 0.0% | New |
| Naviter Wealth, LLC | Other | 131.7K | $1.0M | 0.1% | -16.6% |
| STATE STREET CORP | Index provider | 127.2K | $987K | 0.0% | -3.3% |
| VARCOV Co. | Quant stat arb | 125.1K | $971K | 0.4% | +35.1% |
| LPL Financial LLC | Bank broker | 124.1K | $963K | 0.0% | -46.9% |
| Trexquant Investment LP | Diversified mechanical | 115.0K | $892K | 0.0% | -44.3% |
| NEUBERGER BERMAN GROUP LLC | Diversified mechanical | 109.5K | $850K | 0.0% | -4.1% |
| CANADA LIFE ASSURANCE Co | Diversified mechanical | 99.0K | $771K | 0.0% | -16.6% |
| HB Wealth Management, LLC | Wealth advisor | 99.0K | $768K | 0.0% | -2.3% |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | Diversified mechanical | 95.3K | $740K | 0.0% | Held |
| Virtus Investment Advisers, LLC | Other | 89.5K | $694K | 0.2% | +4.2% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 87.2K | $676K | 0.0% | 0.0% |
| Farther Finance Advisors, LLC | Wealth advisor | 83.5K | $643K | 0.0% | +128.6% |
| MILLENNIUM MANAGEMENT LLC | Multistrat pod | 81.4K | $631K | 0.0% | -56.5% |
| DENALI ADVISORS LLC | Other | 77.9K | $604K | 0.1% | -1.2% |
| Campbell & CO Investment Adviser LLC | Diversified mechanical | 72.0K | $559K | 0.0% | -14.6% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.