Who owns New Mountain Finance Corp?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of NMFC from SEC Form 13F filings across 142 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 142 institutions disclosed 27.9M shares of New Mountain Finance Corp worth $205.7M — about 29.5% of shares outstanding; the largest disclosed holder is LSV ASSET MANAGEMENT. Source: SEC Form 13F filings, parsed by EvidInvest.
142
13F holders
$205.7M
value, 2026 filers
29.5%
of shares outstanding (27.9M sh)
17
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of NMFC's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | LSV ASSET MANAGEMENT | 3.0M | $21.5M | 0.0% | 3.2% | -0.7% |
| 2 | UBS Group AG | 2.5M | $17.8M | 0.0% | 2.6% | +18.5% |
| 3 | VAN ECK ASSOCIATES CORP | 2.1M | $15.4M | 0.0% | 2.3% | +19.4% |
| 4 | Invesco Ltd. | 1.6M | $11.2M | 0.0% | 1.6% | -27.2% |
| 5 | Russell Investments Group, Ltd. | 1.4M | $9.9M | 0.0% | 1.5% | +47.4% |
| 6 | DIMENSION CAPITAL MANAGEMENT LLC | 1.2M | $8.8M | 1.0% | 1.3% | +5.8% |
| 7 | Corient Private Wealth LP | 1.1M | $8.1M | 0.0% | 1.2% | +29.2% |
| 8 | Cerity Partners LLC | 856,875 | $6.1M | 0.0% | 0.9% | -1.8% |
| 9 | National Philanthropic Trust | 852,921 | $6.1M | 0.1% | 0.9% | 0.0% |
| 10 | Muzinich & Co., Inc. | 850,170 | $6.1M | 2.1% | 0.9% | +0.1% |
| 11 | Pathstone Holdings, LLC | 824,801 | $5.9M | 0.0% | 0.9% | +24.7% |
| 12 | Legal & General Group Plc | 806,368 | $5.8M | 0.0% | 0.9% | +2.7% |
| 13 | MORGAN STANLEY | 783,530 | $5.6M | 0.0% | 0.8% | +7.3% |
| 14 | TWO SIGMA INVESTMENTS, LP | 707,346 | $5.1M | 0.0% | 0.7% | -15.4% |
| 15 | Sumitomo Mitsui Trust Group, Inc. | 688,578 | $4.9M | 0.0% | 0.7% | 0.0% |
| 16 | OSAIC HOLDINGS, INC. | 492,179 | $3.5M | 0.0% | 0.5% | +9.3% |
| 17 | Hennion & Walsh Asset Management, Inc. | 483,324 | $3.5M | 0.1% | 0.5% | -5.8% |
| 18 | HighTower Advisors, LLC | 423,799 | $3.0M | 0.0% | 0.4% | 0.0% |
| 19 | Focus Partners Wealth | 417,618 | $3.0M | 0.0% | 0.4% | +24.7% |
| 20 | BlackRock, Inc. | 347,029 | $2.5M | 0.0% | 0.4% | -1.5% |
| 21 | Universal- Beteiligungs- und Servicegesellschaft mbH | 344,000 | $2.5M | 0.0% | 0.4% | 0.0% |
| 22 | GraniteShares Advisors LLC | 303,327 | $2.2M | 1.4% | 0.3% | +15.1% |
| 23 | Tranquility Partners, LLC | 284,229 | $2.0M | 0.7% | 0.3% | -10.3% |
| 24 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 277,609 | $2.0M | 0.0% | 0.3% | 0.0% |
| 25 | TRANSCEND CAPITAL ADVISORS, LLC | 266,543 | $1.9M | 0.1% | 0.3% | -1.7% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.