New Mountain Finance Corp - Common Stock, par value $0.01 per share (NMFC)

Q: What does CUSIP 647551100 represent in this 13F holders report?

CUSIP 647551100 is the security identifier for NMFC - New Mountain Finance Corp - Common Stock, par value $0.01 per share used to aggregate holder disclosures.

Q: How many institutions held NMFC - New Mountain Finance Corp - Common Stock, par value $0.01 per share in Q2 2023?

152 institutional investors reported NMFC - New Mountain Finance Corp - Common Stock, par value $0.01 per share for Q2 2023. Use the holders table for investor-level position and value details.

CUSIP: 647551100

Q2 2023 13F Holders as of 30 Jun 2023

Type / Class: Equity / Common Stock, par value $0.01 per share
Shares outstanding: 98,483,657
Total 13F shares: 32,628,281
Share change: +690,542
Total reported value: $405,890,127
Put/Call ratio: 7.2%
Price per share: $12.44
Number of holders: 152
Value change: +$8,607,004
Number of buys: 70
Number of sells: 52

Security key

647551100

Report period

Q2 2023

Institutions

152

Top holders

NMFC full security history Ownership snapshot Full 13F holder table Newer quarter: Q3 2023 Previous quarter: Q1 2023 New Mountain Finance Corp SEC filings New Mountain Finance Corp company facts

Broader feeds

Latest 13F filings Latest 13D/G filings Investors directory

Reporting periods

Holder history for CUSIP 647551100

Newer quarter: Q3 2023 Previous quarter: Q1 2023

Recent filing periods:

Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024

Ownership snapshot

Top shareholders of NMFC - New Mountain Finance Corp - Common Stock, par value $0.01 per share (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Lead holder

Cerity Partners LLC

13D/G signal

—

Evidence rows

Latest as of

31 Mar 2023

13F Lead comparable stake: 4% Showing first 8 of 50 holder rows. Open remaining rows

Holder	Evidence	Ownership %	Position	12M Net Δ	As of
Cerity Partners LLC	13F Company 13F	4%	$47,620,498 3,912,941 shares	—	31 Mar 2023
Allspring Global Investments Holdings, LLC	13F Company 13F	3.2%	$37,979,113 3,120,716 shares	—	31 Mar 2023
HighTower Advisors, LLC	13F Company 13F	2.6%	$31,273,000 2,569,656 shares	—	31 Mar 2023
LSV ASSET MANAGEMENT	13F Company 13F	2.4%	$29,157,000 2,395,796 shares	—	31 Mar 2023
MORGAN STANLEY	13F Company 13F	1.9%	$22,816,060 1,874,779 shares	—	31 Mar 2023
VAN ECK ASSOCIATES CORP	13F Company 13F	1.4%	$16,249,000 1,335,216 shares	—	31 Mar 2023
DIMENSION CAPITAL MANAGEMENT LLC	13F Company 13F	1.2%	$14,381,257 1,181,700 shares	—	31 Mar 2023
JPMORGAN CHASE & CO	13F Company 13F	1.2%	$13,978,000 1,148,529 shares	—	31 Mar 2023

Show 42 additional holder rows in the full holder list

Holder	Evidence	Ownership %	Position	12M Net Δ	As of
Cliffwater LLC	13F Company 13F	1.1%	$12,688,320 1,042,590 shares	—	31 Mar 2023
PALISADE CAPITAL MANAGEMENT, LP	13F Company 13F	1%	$12,509,884 1,027,928 shares	—	31 Mar 2023
Legal & General Group Plc	13F Company 13F	0.71%	$8,561,078 702,880 shares	—	31 Mar 2023
MILLENNIUM MANAGEMENT LLC	13F Company 13F	0.62%	$7,388,000 607,085 shares	—	31 Mar 2023
Brandywine Global Investment Management, LLC	13F Company 13F	0.54%	$6,441,569 529,299 shares	—	31 Mar 2023
BlackRock Finance, Inc.	13F Company 13F	0.48%	$5,766,146 473,800 shares	—	31 Mar 2023
BANK OF AMERICA CORP /DE/	13F Company 13F	0.44%	$5,292,720 434,899 shares	—	31 Mar 2023
TWO SIGMA INVESTMENTS, LP	13F Company 13F	0.41%	$4,910,741 403,512 shares	—	31 Mar 2023
TWO SIGMA ADVISERS, LP	13F Company 13F	0.4%	$4,812,018 395,400 shares	—	31 Mar 2023
Muzinich & Co., Inc.	13F Company 13F	0.4%	$4,771,906 392,104 shares	—	31 Mar 2023
Sumitomo Mitsui Trust Group, Inc.	13F Company 13F	0.38%	$4,575,981 376,005 shares	—	31 Mar 2023
UBS Group AG	13F Company 13F	0.38%	$4,530,367 372,257 shares	—	31 Mar 2023
CONFLUENCE INVESTMENT MANAGEMENT LLC	13F Company 13F	0.38%	$4,514,352 370,941 shares	—	31 Mar 2023
Advisors Capital Management, LLC	13F Company 13F	0.37%	$4,408,000 362,182 shares	—	31 Mar 2023
Advisors Asset Management, Inc.	13F Company 13F	0.36%	$4,365,038 358,672 shares	—	31 Mar 2023
OSAIC HOLDINGS, INC.	13F Company 13F	0.36%	$4,353,830 357,863 shares	—	31 Mar 2023
Lindbrook Capital, LLC	13F Company 13F	0.36%	$4,349,534 357,398 shares	—	31 Mar 2023
WELLS FARGO & COMPANY/MN	13F Company 13F	0.29%	$3,510,523 288,457 shares	—	31 Mar 2023
Hennion & Walsh Asset Management, Inc.	13F Company 13F	0.27%	$3,181,000 261,377 shares	—	31 Mar 2023
ENVESTNET ASSET MANAGEMENT INC	13F Company 13F	0.25%	$3,037,151 249,561 shares	—	31 Mar 2023
Neuberger Berman Group LLC	13F Company 13F	0.24%	$2,918,740 240,395 shares	—	31 Mar 2023
Cetera Investment Advisers	13F Company 13F	0.21%	$2,469,937 202,953 shares	—	31 Mar 2023
CAPTRUST FINANCIAL ADVISORS	13F Company 13F	0.19%	$2,289,041 188,089 shares	—	31 Mar 2023
CONDOR CAPITAL MANAGEMENT	13F Company 13F	0.19%	$2,262,772 185,930 shares	—	31 Mar 2023
Rockingstone Advisors LLC	13F Company 13F	0.18%	$2,186,584 179,670 shares	—	31 Mar 2023
ROYAL BANK OF CANADA	13F Company 13F	0.18%	$2,111,000 173,505 shares	—	31 Mar 2023
AMERIPRISE FINANCIAL INC	13F Company 13F	0.16%	$1,884,748 154,868 shares	—	31 Mar 2023
MCKINLEY CAPITAL MANAGEMENT LLC	13F Company 13F	0.15%	$1,822,518 149,755 shares	—	31 Mar 2023
Janney Montgomery Scott LLC	13F Company 13F	0.14%	$1,719,000 141,210 shares	—	31 Mar 2023
CITADEL ADVISORS LLC	13F Company 13F	0.14%	$1,695,452 139,314 shares	—	31 Mar 2023
LPL Financial LLC	13F Company 13F	0.14%	$1,624,776 133,507 shares	—	31 Mar 2023
Bramshill Investments, LLC	13F Company 13F	0.13%	$1,553,038 127,612 shares	—	31 Mar 2023
COMMONWEALTH EQUITY SERVICES, LLC	13F Company 13F	0.13%	$1,505,000 123,744 shares	—	31 Mar 2023
Alberta Investment Management Corp	13F Company 13F	0.12%	$1,482,306 121,800 shares	—	31 Mar 2023
WEDBUSH SECURITIES INC	13F Company 13F	0.12%	$1,445,000 118,741 shares	—	31 Mar 2023
GraniteShares Advisors LLC	13F Company 13F	0.12%	$1,413,582 116,153 shares	—	31 Mar 2023
Epoch Investment Partners, Inc.	13F Company 13F	0.1%	$1,207,313 99,204 shares	—	31 Mar 2023
MACQUARIE GROUP LTD	13F Company 13F	0.1%	$1,160,000 95,300 shares	—	31 Mar 2023
ARES MANAGEMENT LLC	13F Company 13F	0.09%	$1,132,881 93,088 shares	—	31 Mar 2023
Tranquility Partners, LLC	13F Company 13F	0.09%	$1,099,871 90,376 shares	—	31 Mar 2023
Sigma Planning Corp	13F Company 13F	0.09%	$1,074,936 88,326 shares	—	31 Mar 2023
Cynosure Group, LLC	13F Company 13F	0.08%	$1,000,817 82,236 shares	—	31 Mar 2023

How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

13F holder rows

Institutional holders as of Q2 2023

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions

152

32,628,281

Rows loaded

152

Investor	Option	Weight %	Change %	Reported value	* Price	Shares	Share Change	Activity	Report Period

* Reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. An asterisk next to the price means the price is likely invalid.

Compare Q2 2023 vs Q1 2023 Across Filers

Q1 2023 holders

148

Q2 2023 holders

152

Holder diff

Investor	Q1 2023 Shares	Q2 2023 Shares	Share Diff	Share Chg %	Q1 2023 value	Q2 2023 value	Value change	Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend

Quarterly Value Trend

Quarterly Shares Trend