Recent Quarter Total Invested
$418.76 M
Recent Quarter Institutional Ownership Percentage
32.41%
Total Invested of Last Quarter
$450.75 M
Ownership Percentage of Last Quarter
32.91%
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 | 11/08/2024 | 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 | 11/12/2024 | 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 - Frequently Asked Questions
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Who are the largest shareholders of NMFC shares?
During the previous two years, 234 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
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What percentage of New Mountain Finance Corporation stock is owned by institutional investors?
32.41% of New Mountain Finance Corporation stock is owned by institutional investors.
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How much institutional buying is happening at NMFC ?
Institutional investors have bought a total of 46.06 M shares in the last 24 months. This purchase volume represents approximately $542.13 M in transactions.