NEW MOUNTAIN FINANCE CORP (NMFC) Institutional Shareholders
NEW MOUNTAIN FINANCE CORP (NMFC) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $179.67M in NMFC holdings during the latest filing period.
Invesco Ltd. is currently the largest disclosed institutional shareholder of NMFC tracked by InsiderSet, reporting ownership valued at approximately $16.60M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $16.00M, representing an estimated loss of -3.61% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 51% of the total disclosed NMFC value among the investors covered in this analysis. Major shareholders include Invesco Ltd., Ubs Group Ag, National Philanthropic Trust, and several other long-term asset managers with concentrated positions in NEW MOUNTAIN FINANCE CORP (NMFC).
This page ranks the largest institutional NMFC shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
146
Total Reported Value
$179.67M
Largest Holder
Invesco Ltd.
Largest Position
$16.60M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
185
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Invesco Ltd. | 0.00% | 2,139,677 | $16,603,894 | $16,004,784 | -$599,110 | -3.61% | |
| Ubs Group Ag | 0.00% | 2,091,276 | $16,228,302 | $15,642,744 | -$585,558 | -3.61% | |
| National Philanthropic Trust | 0.29% | 852,921 | $10,849,155 | $6,379,849 | -$4,469,306 | -41.19% | |
| Dimension Capital Management Llc | 1.26% | 1,156,541 | $8,974,772 | $8,650,927 | -$323,845 | -3.61% | |
| Russell Investments Group, Ltd. | 0.01% | 938,679 | $7,284,149 | $7,021,319 | -$262,830 | -3.61% | |
| Cerity Partners Llc | 0.01% | 872,844 | $6,773,273 | $6,528,873 | -$244,400 | -3.61% | |
| Corient Private Wealth Llc | 0.01% | 871,296 | $6,761,264 | $6,517,294 | -$243,970 | -3.61% | |
| Two Sigma Investments, Lp | 0.01% | 836,457 | $6,490,906 | $6,256,698 | -$234,208 | -3.61% | |
| Muzinich & Co., Inc. | 2.08% | 850,170 | $6,095,722 | $6,359,272 | +$263,550 | +4.32% | |
| Legal & General Group Plc | 0.00% | 785,496 | $6,095,449 | $5,875,510 | -$219,939 | -3.61% | |
| Union Bancaire Privee, Ubp Sa | 0.06% | 5,193 | $5,896,027 | $38,844 | -$5,857,183 | -99.34% | |
| Morgan Stanley | 0.00% | 729,938 | $5,664,327 | $5,459,936 | -$204,391 | -3.61% | |
| Pathstone Holdings, Llc | 0.02% | 661,219 | $5,131,059 | $4,945,918 | -$185,141 | -3.61% | |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | 688,578 | $4,937,104 | $5,150,563 | +$213,459 | +4.32% | |
| Osaic Holdings, Inc. | 0.01% | 450,470 | $3,495,809 | $3,369,516 | -$126,293 | -3.61% | |
| Hennion & Walsh Asset Management, Inc. | 0.10% | 483,324 | $3,465,433 | $3,615,264 | +$149,831 | +4.32% | |
| Hightower Advisors, Llc | 0.00% | 423,732 | $3,288,155 | $3,169,515 | -$118,640 | -3.61% | |
| Blackrock, Inc. | 0.00% | 352,242 | $2,733,398 | $2,634,770 | -$98,628 | -3.61% | |
| D. E. Shaw & Co., Inc. | 0.00% | 347,520 | $2,696,755 | $2,599,450 | -$97,305 | -3.61% | |
| Universal- Beteiligungs- Und Servicegesellschaft Mbh | 0.00% | 344,000 | $2,669,440 | $2,573,120 | -$96,320 | -3.61% | |
| Focus Partners Wealth | 0.00% | 334,785 | $2,597,936 | $2,504,192 | -$93,744 | -3.61% | |
| Wells Fargo & Company/Mn | 0.00% | 314,507 | $2,440,570 | $2,352,512 | -$88,058 | -3.61% | |
| Xtx Topco Ltd | 0.04% | 292,695 | $2,271,313 | $2,189,359 | -$81,954 | -3.61% | |
| Ameriprise Financial Inc | 0.00% | 291,491 | $2,261,971 | $2,180,353 | -$81,618 | -3.61% | |
| Transcend Capital Advisors, Llc | 0.17% | 271,158 | $2,104,182 | $2,028,262 | -$75,920 | -3.61% | |
| Graniteshares Advisors Llc | 1.47% | 263,627 | $2,045,746 | $1,971,930 | -$73,816 | -3.61% | |
| Tranquility Partners, Llc | 0.70% | 284,229 | $2,037,923 | $2,126,033 | +$88,110 | +4.32% | |
| Confluence Investment Management Llc | 0.03% | 277,609 | $1,990,456 | $2,076,515 | +$86,059 | +4.32% | |
| Bank Of America Corp | 0.00% | 194,097 | $1,506,190 | $1,451,846 | -$54,344 | -3.61% | |
| Advisors Asset Management, Inc. | 0.02% | 173,665 | $1,347,640 | $1,299,014 | -$48,626 | -3.61% | |
| Mill Creek Capital Advisors, Llc | 0.02% | 149,000 | $1,156,240 | $1,114,520 | -$41,720 | -3.61% | |
| Cerberus Capital Management, L.P. | 0.04% | 145,000 | $1,125,200 | $1,084,600 | -$40,600 | -3.61% | |
| Balyasny Asset Management L.P. | 0.00% | 136,058 | $1,055,810 | $1,017,714 | -$38,096 | -3.61% | |
| Naviter Wealth, Llc | 0.13% | 131,722 | $1,022,160 | $985,281 | -$36,879 | -3.61% | |
| State Street Corp | 0.00% | 127,191 | $987,002 | $951,389 | -$35,613 | -3.61% | |
| Varcov Co. | 0.36% | 125,077 | $970,598 | $935,576 | -$35,022 | -3.61% | |
| Lpl Financial Llc | 0.00% | 124,074 | $962,814 | $928,074 | -$34,740 | -3.61% | |
| Trexquant Investment Lp | 0.01% | 114,972 | $892,183 | $859,991 | -$32,192 | -3.61% | |
| Neuberger Berman Group Llc | 0.00% | 109,540 | $850,030 | $819,359 | -$30,671 | -3.61% | |
| Farther Finance Advisors, Llc | 0.01% | 115,100 | $825,267 | $860,948 | +$35,681 | +4.32% | |
| Nomura Asset Management International Inc. | 0.00% | 95,300 | $740,000 | $712,844 | -$27,156 | -3.67% | |
| Virtus Investment Advisers, Llc | 0.19% | 89,471 | $694,295 | $669,243 | -$25,052 | -3.61% | |
| Millennium Management Llc | 0.00% | 81,366 | $631,400 | $608,618 | -$22,782 | -3.61% | |
| Denali Advisors Llc | 0.07% | 77,885 | $604,388 | $582,580 | -$21,808 | -3.61% | |
| Campbell & Co Investment Adviser Llc | 0.03% | 72,031 | $558,961 | $538,792 | -$20,169 | -3.61% | |
| Exoduspoint Capital Management, Lp | 0.01% | 71,461 | $554,537 | $534,528 | -$20,009 | -3.61% | |
| Palisade Capital Management, Lp | 0.02% | 63,121 | $489,822 | $472,145 | -$17,677 | -3.61% | |
| Caxton Associates Llp | 0.01% | 58,368 | $452,936 | $436,593 | -$16,343 | -3.61% | |
| Mutual Advisors, Llc | 0.01% | 57,709 | $447,822 | $431,663 | -$16,159 | -3.61% | |
| Royal Bank Of Canada | 0.00% | 53,350 | $414,000 | $399,058 | -$14,942 | -3.61% |
Frequently asked questions about NMFC
Who owns the most NMFC stock?
The largest holders of NMFC are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for NEW MOUNTAIN FINANCE CORP (NMFC).
Is NMFC widely held by superinvestors?
Many widely followed stocks like NMFC appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly NMFC is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.