New Mountain Finance Corporation Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| CERITY PARTNERS LLC | 11/12/2024 | 3.82 M | $45.81 M | 2.69% | 3.55% |
| HIGHTOWER ADVISORS, LLC | 11/14/2024 | 3.38 M | $40.44 M | 7.57% | 3.13% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 10/18/2024 | 3.07 M | $36.75 M | 0.12% | 2.84% |
| LSV ASSET MANAGEMENT | 11/12/2024 | 2.48 M | $29.67 M | -2.82% | 2.30% |
| VAN ECK ASSOCIATES CORP | 10/29/2024 | 2.25 M | $25.98 M | 8.11% | 2.09% |
| MORGAN STANLEY | 11/14/2024 | 1.46 M | $17.43 M | -25.75% | 1.35% |
| JPMORGAN CHASE & CO | 12/26/2024 | 1.26 M | $15.08 M | 1.29% | 1.17% |
| DIMENSION CAPITAL MANAGEMENT LLC | 11/14/2024 | 1.07 M | $12.77 M | -1.33% | 0.99% |
| TWO SIGMA ADVISERS, LP | 11/14/2024 | 1.03 M | $12.29 M | -3.12% | 0.95% |
| PALISADE CAPITAL MANAGEMENT, LP | 11/14/2024 | 838,771 | $10.05 M | -0.37% | 0.78% |
| LEGAL & GENERAL GROUP PLC | 11/14/2024 | 763,709 | $9.16 M | -8.70% | 0.71% |
| TWO SIGMA INVESTMENTS, LP | 11/14/2024 | 752,974 | $9.02 M | -14.18% | 0.70% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 542,798 | $6.50 M | 6.06% | 0.50% |
| ARES MANAGEMENT LLC | 11/14/2024 | 491,694 | $5.89 M | 100.00% | 0.46% |
| BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC | 11/12/2024 | 470,297 | $5.48 M | -9.36% | 0.44% |
| UBS GROUP AG | 11/14/2024 | 454,979 | $5.45 M | -14.48% | 0.42% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 10/31/2024 | 428,334 | $5.13 M | 1.12% | 0.40% |
| TRANQUILITY PARTNERS, LLC | 11/07/2024 | 398,344 | $4.77 M | 2.47% | 0.37% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 10/22/2024 | 374,487 | $31.26 M | 1,017.27% | 0.35% |
| MUZINICH & CO., INC. | 11/06/2024 | 346,118 | $4.15 M | 6.40% | 0.32% |
| ADVISOR GROUP HOLDINGS, INC. | 11/13/2024 | 344,182 | $4.12 M | 5.81% | 0.32% |
| BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 340,538 | $4.08 M | 100.00% | 0.32% |
| SUMITOMO MITSUI TRUST HOLDINGS, INC. | 11/05/2024 | 340,158 | $4.08 M | 9.30% | 0.32% |
| LINDBROOK CAPITAL, LLC | 11/01/2024 | 325,365 | $3.90 M | 0.74% | 0.30% |
| ACADIAN ASSET MANAGEMENT LLC | 11/12/2024 | 316,480 | $3.79 M | 0.77% | 0.29% |
| CONDOR CAPITAL MANAGEMENT | 11/08/2024 | 314,929 | $3.77 M | -9.61% | 0.29% |
| ADVISORS ASSET MANAGEMENT, INC. | 11/08/2024 | 261,563 | $3.13 M | -3.22% | 0.24% |
| MERIT FINANCIAL GROUP, LLC | 10/17/2024 | 260,769 | $3.12 M | 0.48% | 0.24% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2024 | 256,901 | $3.08 M | -43.76% | 0.24% |
| WELLS FARGO & COMPANY/MN | 11/13/2024 | 229,106 | $2.74 M | -2.35% | 0.21% |
| FRANKLIN RESOURCES INC | 11/27/2024 | 223,891 | $2.61 M | 100.00% | 0.21% |
| SCHONFELD STRATEGIC ADVISORS LLC | 11/14/2024 | 216,690 | $2.60 M | 533.60% | 0.20% |
| AMERIPRISE FINANCIAL INC | 11/14/2024 | 201,514 | $2.41 M | 1.20% | 0.19% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 10/22/2024 | 193,449 | $2.32 M | 54.19% | 0.18% |
| LPL FINANCIAL LLC | 11/08/2024 | 191,618 | $2.30 M | -12.01% | 0.18% |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 11/13/2024 | 191,273 | $2.29 M | -1.32% | 0.18% |
| GRANITESHARES ADVISORS LLC | 10/28/2024 | 179,628 | $2.15 B | 19.40% | 0.17% |
| NEUBERGER BERMAN GROUP LLC | 11/14/2024 | 168,950 | $2.02 M | -3.52% | 0.16% |
| FIRST NATIONAL TRUST CO | 11/05/2024 | 160,005 | $1.92 M | 101.13% | 0.15% |
| ROCKINGSTONE ADVISORS LLC | 10/08/2024 | 157,508 | $1.89 M | -6.03% | 0.15% |
| MILL CREEK CAPITAL ADVISORS, LLC | 11/06/2024 | 149,000 | $1.79 M | 0.00% | 0.14% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 10/28/2024 | 142,669 | $1.71 M | 9.80% | 0.13% |
| CAPTRUST FINANCIAL ADVISORS | 11/14/2024 | 140,714 | $1.69 M | -10.30% | 0.13% |
| JANNEY MONTGOMERY SCOTT LLC | 10/29/2024 | 138,940 | $1.67 M | -1.13% | 0.13% |
| MIDWEST PROFESSIONAL PLANNERS, LTD. | 11/14/2024 | 133,183 | $1.60 M | 8.02% | 0.12% |
| DENALI ADVISORS LLC | 11/13/2024 | 132,764 | $1.59 M | 100.00% | 0.12% |
| OAK FAMILY ADVISORS, LLC | 10/17/2024 | 131,280 | $1.57 M | -12.70% | 0.12% |
| ALBERTA INVESTMENT MANAGEMENT CORP | 11/05/2024 | 121,800 | $1.46 M | 0.00% | 0.11% |
| CITADEL ADVISORS LLC | 11/14/2024 | 117,280 | $1.41 M | -19.88% | 0.11% |
| ROYAL BANK OF CANADA | 11/14/2024 | 107,726 | $1.29 M | 3.23% | 0.10% |
New Mountain Finance Corporationinstitutional Ownership - FAQ's
During the previous two years, 238 institutional investors and hedge funds held shares of New Mountain Finance Corporation. The most heavily invested institutionals were:
Cerity Partners LLC: 3.82 M
HighTower Advisors, LLC: 3.38 M
Allspring Global Investments Holdings, LLC: 3.07 M
LSV ASSET MANAGEMENT: 2.48 M
VAN ECK ASSOCIATES CORP: 2.25 M
MORGAN STANLEY: 1.46 M
32.45% of New Mountain Finance Corporation stock is owned by institutional investors.
Institutional investors have bought a total of 46.11 M shares in the last 24 months. This purchase volume represents approximately $524.73 M in transactions.