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 $181.51M in NMFC holdings during the latest filing period.
Ubs Group Ag is currently the largest disclosed institutional shareholder of NMFC tracked by InsiderSet, reporting ownership valued at approximately $17.76M in its June 30, 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 $19.30M, representing an estimated gain of +8.65% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 53% of the total disclosed NMFC value among the investors covered in this analysis. Major shareholders include Ubs Group Ag, Van Eck Associates Corp, Invesco Ltd., 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
142
Total Reported Value
$181.51M
Largest Holder
Ubs Group Ag
Largest Position
$17.76M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
119
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Ubs Group Ag | 0.00% | 2,477,549 | $17,764,025 | $19,300,107 | +$1,536,082 | +8.65% | |
| Van Eck Associates Corp | 0.01% | 2,145,047 | $15,379,987 | $16,709,916 | +$1,329,929 | +8.65% | |
| Invesco Ltd. | 0.00% | 1,557,647 | $11,168,329 | $12,134,070 | +$965,741 | +8.65% | |
| Russell Investments Group, Ltd. | 0.01% | 1,383,171 | $9,917,336 | $10,774,902 | +$857,566 | +8.65% | |
| Dimension Capital Management Llc | 1.03% | 1,223,088 | $8,769,554 | $9,527,856 | +$758,302 | +8.65% | |
| Corient Private Wealth Llc | 0.01% | 1,125,657 | $8,070,966 | $8,768,868 | +$697,902 | +8.65% | |
| Cerity Partners Llc | 0.01% | 856,875 | $6,143,790 | $6,675,056 | +$531,266 | +8.65% | |
| National Philanthropic Trust | 0.09% | 852,921 | $6,115,444 | $6,644,255 | +$528,811 | +8.65% | |
| Muzinich & Co., Inc. | 2.08% | 850,170 | $6,095,722 | $6,622,824 | +$527,102 | +8.65% | |
| Union Bancaire Privee, Ubp Sa | 0.06% | 5,193 | $5,896,027 | $40,453 | -$5,855,574 | -99.31% | |
| Legal & General Group Plc | 0.00% | 806,368 | $5,769,563 | $6,281,607 | +$512,044 | +8.87% | |
| Morgan Stanley | 0.00% | 783,530 | $5,617,912 | $6,103,699 | +$485,787 | +8.65% | |
| Pathstone Holdings, Llc | 0.02% | 661,219 | $5,131,059 | $5,150,896 | +$19,837 | +0.39% | |
| Two Sigma Investments, Lp | 0.00% | 707,346 | $5,071,671 | $5,510,225 | +$438,554 | +8.65% | |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | 688,578 | $4,937,104 | $5,364,023 | +$426,919 | +8.65% | |
| Osaic Holdings, Inc. | 0.00% | 492,179 | $3,529,085 | $3,834,074 | +$304,989 | +8.64% | |
| Hennion & Walsh Asset Management, Inc. | 0.10% | 483,324 | $3,465,433 | $3,765,094 | +$299,661 | +8.65% | |
| Hightower Advisors, Llc | 0.00% | 423,799 | $3,038,640 | $3,301,394 | +$262,754 | +8.65% | |
| Focus Partners Wealth | 0.00% | 417,618 | $2,994,324 | $3,253,244 | +$258,920 | +8.65% | |
| Blackrock, Inc. | 0.00% | 347,029 | $2,488,198 | $2,703,356 | +$215,158 | +8.65% | |
| Universal- Beteiligungs- Und Servicegesellschaft Mbh | 0.00% | 344,000 | $2,466,480 | $2,679,760 | +$213,280 | +8.65% | |
| Graniteshares Advisors Llc | 1.40% | 303,327 | $2,174,855 | $2,362,917 | +$188,062 | +8.65% | |
| Tranquility Partners, Llc | 0.70% | 284,229 | $2,037,923 | $2,214,144 | +$176,221 | +8.65% | |
| Confluence Investment Management Llc | 0.03% | 277,609 | $1,990,456 | $2,162,574 | +$172,118 | +8.65% | |
| Transcend Capital Advisors, Llc | 0.13% | 266,543 | $1,911,110 | $2,076,370 | +$165,260 | +8.65% | |
| Wells Fargo & Company/Mn | 0.00% | 247,262 | $1,772,869 | $1,926,171 | +$153,302 | +8.65% | |
| D. E. Shaw & Co., Inc. | 0.00% | 247,180 | $1,772,281 | $1,925,532 | +$153,251 | +8.65% | |
| Advisors Asset Management, Inc. | 0.02% | 208,610 | $1,495,734 | $1,625,072 | +$129,338 | +8.65% | |
| Xtx Topco Ltd | 0.02% | 171,569 | $1,230,150 | $1,336,523 | +$106,373 | +8.65% | |
| Mill Creek Capital Advisors, Llc | 0.02% | 149,000 | $1,156,240 | $1,160,710 | +$4,470 | +0.39% | |
| State Street Corp | 0.00% | 149,883 | $1,074,661 | $1,167,589 | +$92,928 | +8.65% | |
| Cerberus Capital Management, L.P. | 0.05% | 145,000 | $1,039,650 | $1,129,550 | +$89,900 | +8.65% | |
| Goldman Sachs Group Inc | 0.00% | 141,357 | $1,013,530 | $1,101,171 | +$87,641 | +8.65% | |
| Rivernorth Capital Management, Llc | 0.05% | 140,634 | $1,008,346 | $1,095,539 | +$87,193 | +8.65% | |
| Bank Of America Corp | 0.00% | 128,002 | $917,772 | $997,136 | +$79,364 | +8.65% | |
| Millennium Management Llc | 0.00% | 124,585 | $893,274 | $970,517 | +$77,243 | +8.65% | |
| Farther Finance Advisors, Llc | 0.01% | 115,100 | $825,267 | $896,629 | +$71,362 | +8.65% | |
| Naviter Wealth, Llc | 0.07% | 112,629 | $807,549 | $877,380 | +$69,831 | +8.65% | |
| Lpl Financial Llc | 0.00% | 110,508 | $792,345 | $860,857 | +$68,512 | +8.65% | |
| Neuberger Berman Group Llc | 0.00% | 109,540 | $785,402 | $853,317 | +$67,915 | +8.65% | |
| Citadel Advisors Llc | 0.00% | 102,852 | $737,449 | $801,217 | +$63,768 | +8.65% | |
| Privium Fund Management (Uk) Ltd | 0.30% | 100,000 | $717,000 | $779,000 | +$62,000 | +8.65% | |
| Nomura Asset Management International Inc. | 0.00% | 95,300 | $683,000 | $742,387 | +$59,387 | +8.70% | |
| Caxton Associates Llp | 0.01% | 74,964 | $537,492 | $583,970 | +$46,478 | +8.65% | |
| Denali Advisors Llc | 0.05% | 71,110 | $509,859 | $553,947 | +$44,088 | +8.65% | |
| Jpmorgan Chase & Co | 0.00% | 69,560 | $498,745 | $541,872 | +$43,127 | +8.65% | |
| Virtus Investment Advisers, Llc | 0.11% | 67,254 | $482,211 | $523,909 | +$41,698 | +8.65% | |
| Royal Bank Of Canada | 0.00% | 64,805 | $464,000 | $504,831 | +$40,831 | +8.80% | |
| Varcov Co. | 0.16% | 60,017 | $430,322 | $467,532 | +$37,210 | +8.65% | |
| Exoduspoint Capital Management, Lp | 0.00% | 59,412 | $425,984 | $462,819 | +$36,835 | +8.65% |
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.