Latest Period
Q1 2026
Security Snapshot
New Mountain Finance Corp - Common Stock, par value $0.01 per share (NMFC) Institutional Ownership
CUSIP: 647551100
13F Institutional Holders and Ownership History from Q1 2014 to Q1 2026
Institutions Reporting
154
Shares (Excl. Options)
27,793,274
Price
$7.76
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- Security type / class
- Equity / Common Stock, par value $0.01 per share
- Symbol
- NMFC on Nasdaq
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 27,793,274
- Total 13F value
- $215,699,674
- Portfolio coverage rank
- 0%
- Share change
- -5,912,468
- Value change
- -$51,110,937
- Number of holders
- 154
- Shares outstanding
- 98,483,657
- SEC-reported price per share
- $8.08
- Insider filing price
- $8.08
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
3 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- NMFC - New Mountain Finance Corp - Common Stock, par value $0.01 per share is tracked under CUSIP 647551100.
- 154 institutions reported positions in Q1 2026.
- 1 significant owner is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 170 to 154 between Q4 2025 and Q1 2026.
- SEC-reported value moved from $342,177,574 to $215,699,674.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 154 institutions filings for Q1 2026.
Security key
647551100
Latest holder period
Q1 2026
13F holders
154
13D/G owners
1
CIK / CUSIP context first
Open Q1 2026 holders
NMFC full holder history
New Mountain Finance Corp SEC filings
New Mountain Finance Corp company facts
New Mountain Finance Corp insider transactions
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 647551100:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
1
Security
NMFC
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| KLINSKY STEVEN B | 13% | +14% | $103,819,896 | +$9,895,799 | 12,330,154 | +11% | KLINSKY STEVEN B | 10 Mar 2026 |
As of 31 Mar 2026, 154 institutional investors reported holding 27,793,274 shares of New Mountain Finance Corp - Common Stock, par value $0.01 per share (NMFC). This represents 28% of the company’s total 98,483,657 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
22%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| LSV ASSET MANAGEMENT | 3.1% | 3,022,118 | +1.2% | 0.05% | $23,452,000 |
| Invesco Ltd. | 2.2% | 2,139,677 | +80% | 0% | $16,603,894 |
| UBS Group AG | 2.1% | 2,091,276 | +36% | 0% | $16,228,302 |
| VAN ECK ASSOCIATES CORP | 1.8% | 1,796,175 | -23% | 0.01% | $13,938,000 |
| DIMENSION CAPITAL MANAGEMENT LLC | 1.2% | 1,156,541 | +0.63% | 1.3% | $8,974,772 |
| Russell Investments Group, Ltd. | 0.95% | 938,679 | +168% | 0.01% | $7,284,149 |
| Cerity Partners LLC | 0.89% | 872,844 | -16% | 0.01% | $6,773,273 |
| Corient Private Wealth LLC | 0.88% | 871,296 | +7.7% | 0.01% | $6,761,264 |
| National Philanthropic Trust | 0.87% | 852,921 | 0% | 0.07% | $6,618,667 |
| Muzinich & Co., Inc. | 0.86% | 848,918 | -0.06% | 2.3% | $6,587,607 |
| TWO SIGMA INVESTMENTS, LP | 0.85% | 836,457 | +43% | 0.01% | $6,490,906 |
| Legal & General Group Plc | 0.8% | 785,496 | +5.8% | 0% | $6,095,449 |
| MORGAN STANLEY | 0.74% | 729,938 | -35% | 0% | $5,664,327 |
| Sumitomo Mitsui Trust Group, Inc. | 0.7% | 688,578 | -0.28% | 0% | $5,343,365 |
| Pathstone Holdings, LLC | 0.67% | 661,219 | +1.8% | 0.02% | $5,131,059 |
| Hennion & Walsh Asset Management, Inc. | 0.52% | 513,085 | -8.9% | 0.13% | $3,981,540 |
| OSAIC HOLDINGS, INC. | 0.46% | 450,470 | +4.6% | 0.01% | $3,495,809 |
| HighTower Advisors, LLC | 0.43% | 423,732 | -18% | 0% | $3,288,155 |
| BlackRock, Inc. | 0.36% | 352,242 | -49% | 0% | $2,733,398 |
| D. E. Shaw & Co., Inc. | 0.35% | 347,520 | +193% | 0% | $2,696,755 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.35% | 344,000 | 0% | 0% | $2,669,440 |
| Focus Partners Wealth | 0.34% | 334,785 | +5.5% | 0% | $2,597,936 |
| Tranquility Partners, LLC | 0.32% | 316,752 | +18% | 0.93% | $2,457,996 |
| WELLS FARGO & COMPANY/MN | 0.32% | 314,507 | -12% | 0% | $2,440,570 |
| XTX Topco Ltd | 0.3% | 292,695 | +56% | 0.04% | $2,271,313 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
49
Latest
Q1 2026
Rows shown
1-25 of 49
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 27,793,274 | $215,699,674 | -$51,110,937 | $7.76 | 154 |
| 2025 Q4 | 33,706,326 | $342,177,574 | +$22,658,354 | $9.21 | 170 |
| 2025 Q3 | 28,597,457 | $317,778,377 | -$17,640,409 | $9.64 | 157 |
| 2025 Q2 | 30,241,029 | $319,118,011 | -$19,398,689 | $10.55 | 161 |
| 2025 Q1 | 32,022,797 | $353,308,845 | -$20,261,812 | $11.03 | 162 |
| 2024 Q4 | 33,899,261 | $382,027,387 | -$12,334,814 | $11.26 | 168 |
| 2024 Q3 | 34,619,150 | $413,485,180 | -$3,963,986 | $11.98 | 166 |
| 2024 Q2 | 35,116,909 | $429,815,334 | +$9,288,342 | $12.24 | 161 |
| 2024 Q1 | 34,294,078 | $434,555,771 | +$13,114,686 | $12.67 | 171 |
| 2023 Q4 | 33,599,707 | $427,409,634 | +$7,831,634 | $12.72 | 165 |
| 2023 Q3 | 32,680,402 | $423,198,549 | +$808,847 | $12.95 | 161 |
| 2023 Q2 | 32,628,281 | $405,890,127 | +$8,607,004 | $12.44 | 152 |
| 2023 Q1 | 31,981,437 | $389,234,429 | -$10,097,836 | $12.17 | 148 |
| 2022 Q4 | 32,823,039 | $406,043,485 | +$62,190,841 | $12.37 | 158 |
| 2022 Q3 | 31,293,841 | $361,171,922 | +$741,487 | $11.53 | 142 |
| 2022 Q2 | 31,760,117 | $378,321,469 | +$5,890,597 | $11.91 | 155 |
| 2022 Q1 | 30,834,744 | $427,097,532 | +$15,108,467 | $13.85 | 145 |
| 2021 Q4 | 29,704,120 | $406,933,596 | -$52,587,083 | $13.70 | 131 |
| 2021 Q3 | 30,273,448 | $402,954,308 | -$10,335,216 | $13.31 | 120 |
| 2021 Q2 | 31,065,486 | $409,139,794 | -$6,760,309 | $13.17 | 127 |
| 2021 Q1 | 31,552,017 | $391,236,725 | -$19,378,206 | $12.40 | 125 |
| 2020 Q4 | 32,959,404 | $374,415,284 | -$3,392,203 | $11.36 | 130 |
| 2020 Q3 | 33,467,689 | $319,950,482 | +$5,916,582 | $9.56 | 121 |
| 2020 Q2 | 32,820,979 | $304,893,401 | -$18,712,819 | $9.29 | 129 |
| 2020 Q1 | 35,267,393 | $239,004,321 | -$11,462,416 | $6.80 | 142 |