New Mountain Finance Corp Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| LSV ASSET MANAGEMENT | 02/06/2026 | 2.99 M | $27.51 M | 13.41% | 2.82% |
| VAN ECK ASSOCIATES CORP | 02/13/2026 | 2.34 M | $21.54 M | -9.68% | 2.21% |
| JPMORGAN CHASE & CO | 02/11/2026 | 2.04 M | $18.78 M | 27.76% | 1.92% |
| UBS GROUP AG | 01/29/2026 | 1.54 M | $14.19 M | 33.40% | 1.45% |
| MORGAN STANLEY | 02/13/2026 | 1.13 M | $10.37 M | 36.14% | 1.06% |
| CERITY PARTNERS LLC | 02/11/2026 | 1.04 M | $9.60 M | -49.70% | 0.98% |
| MUZINICH & CO., INC. | 01/21/2026 | 849.44 K | $7.82 M | 26.58% | 0.80% |
| LEGAL & GENERAL GROUP PLC | 02/09/2026 | 742.42 K | $6.83 M | 13.52% | 0.70% |
| SUMITOMO MITSUI TRUST HOLDINGS, INC. | 01/23/2026 | 690.50 K | $6.36 M | 13.89% | 0.65% |
| BLACKROCK, INC. | 02/12/2026 | 687.14 K | $6.33 M | -1.12% | 0.65% |
| PATHSTONE HOLDINGS, LLC | 02/13/2026 | 649.51 K | $5.98 M | 109.15% | 0.61% |
| ARES MANAGEMENT LLC | 02/13/2026 | 602.58 K | $5.55 M | 1.04% | 0.57% |
| 02/11/2026 | 586.07 K | $5.40 B | 100.00% | 0.55% | |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 01/14/2026 | 562.98 K | $5.19 M | 17.19% | 0.53% |
| TRUFFLE HOUND CAPITAL, LLC | 02/13/2026 | 550.00 K | $5.07 M | 100.00% | 0.52% |
| HIGHTOWER ADVISORS, LLC | 02/06/2026 | 518.23 K | $4.77 M | -0.52% | 0.49% |
| FRANKLIN RESOURCES INC | 02/11/2026 | 455.02 K | $4.19 M | -0.86% | 0.43% |
| TRANSCEND CAPITAL ADVISORS, LLC | 01/23/2026 | 420.51 K | $3.87 M | -41.25% | 0.40% |
| JANE STREET GROUP, LLC | 02/12/2026 | 390.59 K | $3.60 M | 3,336.78% | 0.37% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 357.71 K | $3.29 M | -16.60% | 0.34% |
| UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH | 01/28/2026 | 344.00 K | $3.17 M | 64.20% | 0.32% |
| COLONY GROUP, LLC | 02/13/2026 | 317.19 K | $2.92 M | 100.00% | 0.30% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 01/05/2026 | 294.77 K | $2.71 M | -7.37% | 0.28% |
| GRANITESHARES ADVISORS LLC | 01/27/2026 | 293.80 K | $2.71 M | 8.03% | 0.28% |
| TRANQUILITY PARTNERS, LLC | 02/03/2026 | 268.07 K | $2.47 M | -15.35% | 0.25% |
| BI ASSET MANAGEMENT FONDSMAEGLERSELSKAB A/S | 02/11/2026 | 235.02 K | $2.16 M | 13.74% | 0.22% |
| LPL FINANCIAL LLC | 02/11/2026 | 233.81 K | $2.15 M | -12.22% | 0.22% |
| GOLDMAN SACHS GROUP INC | 02/10/2026 | 204.93 K | $1.89 M | 100.00% | 0.19% |
| ADVISORS ASSET MANAGEMENT, INC. | 02/12/2026 | 178.78 K | $1.65 M | -22.81% | 0.17% |
| NAVITER WEALTH, LLC | 01/21/2026 | 157.88 K | $1.45 M | -22.26% | 0.15% |
| MILL CREEK CAPITAL ADVISORS, LLC | 02/13/2026 | 149.00 K | $1.37 M | 0.00% | 0.14% |
| STATE STREET CORP | 02/13/2026 | 131.59 K | $1.21 M | 23.92% | 0.12% |
| GREAT WEST LIFE ASSURANCE CO /CAN/ | 02/13/2026 | 118.70 K | $1.09 M | 4.06% | 0.11% |
| NEUBERGER BERMAN GROUP LLC | 02/13/2026 | 114.21 K | $1.05 M | -0.29% | 0.11% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 112.81 K | $1.04 M | 644.87% | 0.11% |
| HB WEALTH MANAGEMENT, LLC | 01/28/2026 | 101.35 K | $933.47 K | 100.00% | 0.10% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 87.19 K | $803.00 K | -30.67% | 0.08% |
| CAMPBELL & CO INVESTMENT ADVISER LLC | 02/12/2026 | 84.34 K | $776.74 K | 98.62% | 0.08% |
| DENALI ADVISORS LLC | 02/03/2026 | 78.83 K | $726.01 K | -19.10% | 0.07% |
| JANNEY MONTGOMERY SCOTT LLC | 02/11/2026 | 77.52 K | $714.00 K | -25.56% | 0.07% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 68.04 K | $626.68 K | -18.61% | 0.06% |
| ROYAL BANK OF CANADA | 02/17/2026 | 64.04 K | $590.00 K | -33.08% | 0.06% |
| VALEO FINANCIAL ADVISORS, LLC | 02/04/2026 | 59.85 K | $551.22 K | 0.00% | 0.06% |
| CAXTON ASSOCIATES LLP | 02/13/2026 | 58.37 K | $537.57 K | 43.43% | 0.06% |
| MUTUAL ADVISORS, LLC | 02/02/2026 | 55.14 K | $507.86 K | -3.79% | 0.05% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 53.27 K | $490.62 K | 0.00% | 0.05% |
| SPIRE WEALTH MANAGEMENT | 01/14/2026 | 45.60 K | $419.98 K | 16.33% | 0.04% |
| SRS CAPITAL ADVISORS, INC. | 02/13/2026 | 44.64 K | $411.16 K | 100.00% | 0.04% |
| NORDWAND ADVISORS, LLC | 02/03/2026 | 41.80 K | $384.98 K | 100.00% | 0.04% |
| QUANTBOT TECHNOLOGIES LP | 02/10/2026 | 37.26 K | $343.17 K | 100.00% | 0.04% |
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New Mountain Finance Corp institutional Ownership - FAQ's
During the previous two years, 260 institutional investors and hedge funds held shares of New Mountain Finance Corp. The most heavily invested institutionals were:
LSV ASSET MANAGEMENT: 2.99 M
VAN ECK ASSOCIATES CORP: 2.34 M
JPMORGAN CHASE & CO: 2.04 M
UBS Group AG: 1.54 M
MORGAN STANLEY: 1.13 M
Cerity Partners LLC: 1.04 M
8.45% of New Mountain Finance Corp stock is owned by institutional investors.
Institutional investors have bought a total of 41.30 M shares in the last 24 months. This purchase volume represents approximately $337.04 M in transactions.