Who owns New Mountain Finance Corporation?
Institutional ownership of NMFC from SEC Form 13F filings across 90 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.
90
13F holders
$130.7M
value, 2026 filers
19.7%
of shares outstanding (18.6M sh)
16
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 | UBS Group AG | 2.5M | $17.8M | 0.0% | 2.6% | +18.5% |
| 2 | VAN ECK ASSOCIATES CORP | 2.1M | $15.4M | 0.0% | 2.3% | +19.4% |
| 3 | Invesco Ltd. | 1.6M | $11.2M | 0.0% | 1.6% | -27.2% |
| 4 | Russell Investments Group, Ltd. | 1.4M | $9.9M | 0.0% | 1.5% | +47.4% |
| 5 | Corient Private Wealth LP | 1.1M | $8.1M | 0.0% | 1.2% | +29.2% |
| 6 | Cerity Partners LLC | 856,875 | $6.1M | 0.0% | 0.9% | -1.8% |
| 7 | Pathstone Holdings, LLC | 824,801 | $5.9M | 0.0% | 0.9% | +24.7% |
| 8 | Legal & General Group Plc | 806,368 | $5.8M | 0.0% | 0.9% | +2.7% |
| 9 | MORGAN STANLEY | 783,530 | $5.6M | 0.0% | 0.8% | +7.3% |
| 10 | TWO SIGMA INVESTMENTS, LP | 707,346 | $5.1M | 0.0% | 0.7% | -15.4% |
| 11 | Sumitomo Mitsui Trust Group, Inc. | 688,578 | $4.9M | 0.0% | 0.7% | 0.0% |
| 12 | OSAIC HOLDINGS, INC. | 492,179 | $3.5M | 0.0% | 0.5% | +9.3% |
| 13 | HighTower Advisors, LLC | 423,799 | $3.0M | 0.0% | 0.4% | 0.0% |
| 14 | Focus Partners Wealth | 417,618 | $3.0M | 0.0% | 0.4% | +24.7% |
| 15 | BlackRock, Inc. | 347,029 | $2.5M | 0.0% | 0.4% | -1.5% |
| 16 | Universal- Beteiligungs- und Servicegesellschaft mbH | 344,000 | $2.5M | 0.0% | 0.4% | 0.0% |
| 17 | TRANSCEND CAPITAL ADVISORS, LLC | 266,543 | $1.9M | 0.1% | 0.3% | -1.7% |
| 18 | WELLS FARGO & COMPANY/MN | 247,262 | $1.8M | 0.0% | 0.3% | -21.4% |
| 19 | D. E. Shaw & Co., Inc. | 247,180 | $1.8M | 0.0% | 0.3% | -28.9% |
| 20 | Cambridge Investment Research Advisors, Inc. | 187,048 | $1,342 | 0.0% | 0.2% | +114.6% |
| 21 | GOLDMAN SACHS GROUP INC | 141,357 | $1.0M | 0.0% | 0.1% | +317.1% |
| 22 | BANK OF AMERICA CORP /DE/ | 128,002 | $917,772 | 0.0% | 0.1% | -34.1% |
| 23 | MILLENNIUM MANAGEMENT LLC | 124,585 | $893,274 | 0.0% | 0.1% | +53.1% |
| 24 | LPL Financial LLC | 110,508 | $792,345 | 0.0% | 0.1% | -10.9% |
| 25 | NEUBERGER BERMAN GROUP LLC | 109,540 | $785,402 | 0.0% | 0.1% | 0.0% |
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.