Recent Quarter Total Invested
$445.56 M
Recent Quarter Institutional Ownership Percentage
33.53%
Total Invested of Last Quarter
$436.39 M
Ownership Percentage of Last Quarter
33.97%
New Mountain Finance Corporation Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| CERITY PARTNERS LLC | 08/13/2024 | 3.72 M | $45.58 M | 3.41% | 3.59% |
| HIGHTOWER ADVISORS, LLC | 08/13/2024 | 3.14 M | $38.43 M | 2.95% | 3.03% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 07/26/2024 | 3.06 M | $37.50 M | -0.64% | 2.96% |
| LSV ASSET MANAGEMENT | 08/06/2024 | 2.55 M | $31.19 M | 0.68% | 2.46% |
| VAN ECK ASSOCIATES CORP | 07/31/2024 | 2.08 M | $25.47 M | 21.61% | 2.01% |
| MORGAN STANLEY | 08/14/2024 | 1.96 M | $23.99 M | -7.33% | 1.89% |
| JPMORGAN CHASE & CO | 08/12/2024 | 1.24 M | $15.21 M | 1.78% | 1.20% |
| DIMENSION CAPITAL MANAGEMENT LLC | 08/14/2024 | 1.08 M | $13.22 M | -7.51% | 1.04% |
| TWO SIGMA ADVISERS, LP | 08/14/2024 | 1.06 M | $12.96 M | 2.54% | 1.02% |
| TWO SIGMA INVESTMENTS, LP | 08/14/2024 | 877,412 | $10.74 M | -26.10% | 0.85% |
| PALISADE CAPITAL MANAGEMENT, LP | 08/14/2024 | 841,909 | $10.30 M | -2.56% | 0.81% |
| LEGAL & GENERAL GROUP PLC | 08/14/2024 | 836,461 | $10.23 M | 1.83% | 0.81% |
| UBS GROUP AG | 08/14/2024 | 532,020 | $6.51 M | 41.41% | 0.51% |
| BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC | 08/14/2024 | 518,871 | $6.35 M | -7.51% | 0.50% |
| BANK OF AMERICA CORP /DE/ | 08/14/2024 | 511,761 | $6.26 M | 9.92% | 0.49% |
| MILLENNIUM MANAGEMENT LLC | 08/14/2024 | 456,811 | $5.59 M | 5.40% | 0.44% |
| CLIFFWATER LLC | 08/14/2024 | 434,780 | $5.32 M | 2.26% | 0.42% |
| BLACKROCK INC. | 08/13/2024 | 410,394 | $5.02 M | 1.27% | 0.40% |
| TRANQUILITY PARTNERS, LLC | 07/25/2024 | 388,753 | $4.76 M | 37.21% | 0.38% |
| CONDOR CAPITAL MANAGEMENT | 08/08/2024 | 348,406 | $4.26 M | 28.25% | 0.34% |
| MUZINICH & CO., INC. | 08/07/2024 | 325,291 | $3.98 M | 16.65% | 0.31% |
| ADVISOR GROUP HOLDINGS, INC. | 08/13/2024 | 325,284 | $3.98 M | -12.88% | 0.31% |
| LINDBROOK CAPITAL, LLC | 07/31/2024 | 322,976 | $3.95 M | -16.61% | 0.31% |
| ACADIAN ASSET MANAGEMENT LLC | 08/06/2024 | 314,058 | $3.84 M | 78.54% | 0.30% |
| SUMITOMO MITSUI TRUST HOLDINGS, INC. | 07/19/2024 | 311,201 | $3.81 M | 16.52% | 0.30% |
| ADVISORS ASSET MANAGEMENT, INC. | 08/14/2024 | 270,256 | $3.31 M | -14.12% | 0.26% |
| MERIT FINANCIAL GROUP, LLC | 08/13/2024 | 259,520 | $3.18 M | 0.00% | 0.25% |
| WELLS FARGO & COMPANY/MN | 08/13/2024 | 234,609 | $2.87 M | 0.65% | 0.23% |
| TUDOR INVESTMENT CORP ET AL | 08/14/2024 | 222,081 | $2.72 M | -2.52% | 0.21% |
| LPL FINANCIAL LLC | 08/07/2024 | 217,784 | $2.67 M | -0.58% | 0.21% |
| AMERIPRISE FINANCIAL INC | 08/14/2024 | 199,130 | $2.44 M | -2.14% | 0.19% |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 08/08/2024 | 193,840 | $2.37 M | -3.59% | 0.19% |
| NEUBERGER BERMAN GROUP LLC | 08/13/2024 | 175,106 | $2.14 M | -1.83% | 0.17% |
| ROCKINGSTONE ADVISORS LLC | 07/17/2024 | 167,623 | $2.05 M | -14.77% | 0.16% |
| CAPTRUST FINANCIAL ADVISORS | 08/15/2024 | 156,870 | $1.92 M | -1.36% | 0.15% |
| GRANITESHARES ADVISORS LLC | 08/01/2024 | 150,445 | $1.84 M | 14.25% | 0.15% |
| OAK FAMILY ADVISORS, LLC | 07/23/2024 | 150,384 | $1.84 M | 0.68% | 0.15% |
| MILL CREEK CAPITAL ADVISORS, LLC | 08/14/2024 | 149,000 | $1.82 M | 0.00% | 0.14% |
| CITADEL ADVISORS LLC | 08/14/2024 | 146,386 | $1.79 M | 483.28% | 0.14% |
| JANNEY MONTGOMERY SCOTT LLC | 07/25/2024 | 140,528 | $1.72 M | -3.85% | 0.14% |
| TREXQUANT INVESTMENT LP | 08/13/2024 | 138,828 | $1.70 M | 53.97% | 0.13% |
| MCKINLEY CAPITAL MANAGEMENT LLC | 08/12/2024 | 135,748 | $1.66 M | 1.41% | 0.13% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/26/2024 | 129,933 | $1.59 M | 8.53% | 0.13% |
| EPOCH INVESTMENT PARTNERS, INC. | 08/13/2024 | 129,542 | $1.59 M | 0.00% | 0.13% |
| HRT FINANCIAL LP | 08/12/2024 | 128,172 | $1.57 M | 100.00% | 0.12% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 07/19/2024 | 125,459 | $1.54 M | 33.51% | 0.12% |
| MIDWEST PROFESSIONAL PLANNERS, LTD. | 08/06/2024 | 123,297 | $1.51 M | 13.29% | 0.12% |
| ALBERTA INVESTMENT MANAGEMENT CORP | 08/13/2024 | 121,800 | $1.49 M | 0.00% | 0.12% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/31/2024 | 119,007 | $1.46 M | -0.24% | 0.11% |
| GREAT WEST LIFE ASSURANCE CO /CAN/ | 08/12/2024 | 105,144 | $1.29 M | 3.51% | 0.10% |
New Mountain Finance Corporationinstitutional Ownership - Frequently Asked Questions
-
Who are the largest shareholders of NMFC shares?
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: 3.72 M
HighTower Advisors, LLC: 3.14 M
Allspring Global Investments Holdings, LLC: 3.06 M
LSV ASSET MANAGEMENT: 2.55 M
VAN ECK ASSOCIATES CORP: 2.08 M
MORGAN STANLEY: 1.96 M
-
What percentage of New Mountain Finance Corporation stock is owned by institutional investors?
33.53% of New Mountain Finance Corporation stock is owned by institutional investors.
-
How much institutional buying is happening at NMFC ?
Institutional investors have bought a total of 45.40 M shares in the last 24 months. This purchase volume represents approximately $538.46 M in transactions.