Who Owns NMFC?
New Mountain Finance Corporation — Institutional Ownership & 13F Holdings
$8.52
+0.15 (+1.79%)
Market Cap
$796.9M
Shares Outstanding
98,509,600
Institutional Holders
163
Total Inst. Value
$275.7M
% of Float Held
42.3%
QoQ Holder Change
+32
Institutional data as of Q1 2025
New Positions
29
Closed Positions
24
Increased
57
Decreased
43
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | LSV ASSET MANAGEMENT | $30.5M | 2,764,111 |
| 2 | VAN ECK ASSOCIATES CORPNew | $25.3M | 2,295,433 |
| 3 | HighTower Advisors, LLC | $15.5M | 1,406,972 |
| 4 | JPMORGAN CHASE & CO | $13.7M | 1,240,609 |
| 5 | MORGAN STANLEY | $12.5M | 1,137,491 |
| 6 | Invesco Ltd. | $12.0M | 1,091,476 |
| 7 | UBS Group AG | $9.7M | 880,084 |
| 8 | DIMENSION CAPITAL MANAGEMENT LLC | $9.0M | 811,949 |
| 9 | Legal & General Group Plc | $7.9M | 717,608 |
| 10 | PALISADE CAPITAL MANAGEMENT, LP | $7.6M | 687,868 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| LSV ASSET MANAGEMENT | +347K | $30.5M |
| VAN ECK ASSOCIATES CORPNew | +2.3M | $25.3M |
| JPMORGAN CHASE & CO | +2K | $13.7M |
| MORGAN STANLEY | +29K | $12.5M |
| Invesco Ltd. | +106K | $12.0M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Allspring Global Investments Holdings, LLC | -2.5M | $4.5M |
| HighTower Advisors, LLC | -1.2M | $15.5M |
| Cerity Partners LLC | -235K | $38K |
| D. E. Shaw & Co., Inc. | -112K | $146K |
| ACADIAN ASSET MANAGEMENT LLC | -92K | $1.0M |
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Frequently Asked Questions
How many institutional investors hold NMFC?
As of Q1 2025, 163 institutional investors report holding NMFC (New Mountain Finance Corporation) in their 13F filings.
What percentage of New Mountain Finance Corporation is owned by institutions?
Institutional investors hold approximately 42.3% of New Mountain Finance Corporation's float as reported in SEC 13F filings.
Which hedge fund owns the most NMFC?
The largest institutional holder of NMFC is LSV ASSET MANAGEMENT with $30.5M in shares.
Are institutions buying or selling NMFC?
This quarter, 29 institutions opened new positions in NMFC and 24 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.