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

Latest Period

Q4 2025

Institutions Reporting

169

Shares (Excl. Options)

32,853,405

Price

$9.21

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Type / Class
Equity / Common Stock, par value $0.01 per share
Symbol
NMFC on Nasdaq
Shares outstanding
98,483,657
Price per share
$7.76
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
32,853,405
Total reported value
$334,322,172
% of total 13F portfolios
0%
Share change
+3,509,946
Value change
+$22,658,354
Number of holders
169
Price from insider filings
$7.76
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Quick Takeaways

  • NMFC - New Mountain Finance Corp - Common Stock, par value $0.01 per share is tracked under CUSIP 647551100.
  • 169 institutions reported positions in Q4 2025.
  • 1 significant owner is listed from Schedule 13D/13G reporting.

What Changed

  • Holder count moved from 169 to 11 between Q4 2025 and Q1 2026.
  • Reported value moved from $334,322,172 to $6,418,298.

Why This Matters

  • 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.

Source Evidence

Source: SEC Form 13F

Latest holder context comes from 169 institutions filings for Q4 2025.

Open SEC Evidence

Investment Quick Answers

What is CUSIP 647551100?
CUSIP 647551100 identifies NMFC - New Mountain Finance Corp - Common Stock, par value $0.01 per share in SEC 13F datasets.

Where can I see the latest institutional holders?
Review the Q4 2025 holders report and the ownership history table below.

Significant Owners of New Mountain Finance Corp - Common Stock, par value $0.01 per share (NMFC) based on Schedule 13D/G filings

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 Dec 2025, 169 institutional investors reported holding 32,853,405 shares of New Mountain Finance Corp - Common Stock, par value $0.01 per share (NMFC). This represents 33% of the company’s total 98,483,657 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of New Mountain Finance Corp - Common Stock, par value $0.01 per share (NMFC) together control 25% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
LSV ASSET MANAGEMENT 3% 2,986,718 +13% 0.06% $27,508,000
VAN ECK ASSOCIATES CORP 2.4% 2,339,114 -9.7% 0.02% $21,543,000
JPMORGAN CHASE & CO 2.1% 2,038,662 +28% 0% $18,776,077
UBS Group AG 1.6% 1,541,128 +33% 0% $14,193,789
RIVERNORTH CAPITAL MANAGEMENT, LLC 1.4% 1,338,277 0.58% $12,325,531
Invesco Ltd. 1.2% 1,190,357 -2.4% 0% $10,963,188
DIMENSION CAPITAL MANAGEMENT LLC 1.2% 1,149,335 +1.5% 1.5% $10,585,392
MORGAN STANLEY 1.1% 1,126,025 +36% 0% $10,370,691
Cerity Partners LLC 1.1% 1,042,196 -50% 0.01% $9,598,622
Muzinich & Co., Inc. 0.86% 849,437 +27% 2.5% $7,823,319
Corient Private Wealth LLC 0.82% 808,882 0.01% $7,449,808
Legal & General Group Plc 0.75% 742,423 +14% 0% $6,826,580
Sumitomo Mitsui Trust Group, Inc. 0.7% 690,497 +14% 0% $6,359,477
BlackRock, Inc. 0.7% 687,141 -1.1% 0% $6,328,569
Pathstone Holdings, LLC 0.66% 649,512 +109% 0.02% $5,982,005
ARES MANAGEMENT LLC 0.61% 602,575 +1% 0.32% $5,549,716
TWO SIGMA INVESTMENTS, LP 0.6% 586,617 +32% 0.01% $5,402,743
Closed-End Fund Advisors, Inc. 0.6% 586,070 0% 3.2% $5,397,705
Hennion & Walsh Asset Management, Inc. 0.57% 562,980 +17% 0.18% $5,185,046
Truffle Hound Capital, LLC 0.56% 550,000 3% $5,065,500
HighTower Advisors, LLC 0.53% 518,232 -0.52% 0.01% $4,772,919
FRANKLIN RESOURCES INC 0.46% 455,022 -0.86% 0% $4,190,753
OSAIC HOLDINGS, INC. 0.44% 430,731 +5.6% 0.01% $3,967,287
TRANSCEND CAPITAL ADVISORS, LLC 0.43% 420,509 -41% 0.3% $3,872,886
JANE STREET GROUP, LLC 0.4% 390,590 +3337% 0% $3,597,334

Institutional Holders of New Mountain Finance Corp - Common Stock, par value $0.01 per share (NMFC) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 827,681 $6,418,298 -$33,714 $7.76 11
2025 Q4 32,853,405 $334,322,172 +$22,658,354 $9.21 169
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
2019 Q4 35,797,311 $492,112,278 +$53,527,781 $13.74 161
2019 Q3 31,338,470 $427,131,975 +$13,142,365 $13.63 149
2019 Q2 30,334,434 $423,442,729 +$15,467,367 $13.97 141
2019 Q1 29,231,997 $396,743,704 +$29,371,377 $13.57 132
2018 Q4 27,175,041 $341,660,000 -$3,100,958 $12.58 127
2018 Q3 27,357,955 $369,334,165 -$12,216,367 $13.50 131
2018 Q2 28,272,766 $384,499,344 -$22,187,955 $13.60 131
2018 Q1 29,911,741 $393,155,539 -$14,162,180 $13.15 132
2017 Q4 30,864,097 $418,214,255 +$3,464,952 $13.55 138
2017 Q3 29,918,966 $426,323,420 -$12,876,736 $14.25 119
2017 Q2 30,982,066 $450,347,645 +$25,447,453 $14.55 124
2017 Q1 29,218,472 $435,316,244 +$27,925,519 $14.90 124
2016 Q4 27,754,457 $391,387,000 +$29,879,207 $14.10 125
2016 Q3 25,663,073 $353,057,176 +$21,001,755 $13.76 113
2016 Q2 24,256,675 $312,889,000 +$5,850,995 $12.90 107
2016 Q1 23,665,084 $299,149,000 -$39,002,510 $12.64 105
2015 Q4 26,752,350 $348,269,000 +$8,213,012 $13.02 102
2015 Q3 26,065,033 $354,118,000 -$1,938,265 $13.59 98
2015 Q2 29,606,471 $429,004,399 -$214,461 $14.49 92
2015 Q1 29,626,677 $432,570,077 +$20,800,201 $14.60 92
2014 Q4 28,225,874 $421,638,127 +$45,398,319 $14.94 93
2014 Q3 24,285,616 $356,736,926 -$16,593,435 $14.69 87
2014 Q2 25,399,783 $377,404,267 +$6,176,023 $14.86 106
2014 Q1 25,067,691 $364,734,668 +$25,951,013 $14.55 110