New Mountain Finance Corporation Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| LSV ASSET MANAGEMENT | 11/06/2025 | 2.63 M | $25.39 M | -4.69% | 2.44% |
| VAN ECK ASSOCIATES CORP | 11/13/2025 | 2.59 M | $24.97 M | 4.65% | 2.40% |
| CERITY PARTNERS LLC | 10/22/2025 | 2.07 M | $19.97 M | -25.17% | 1.92% |
| JPMORGAN CHASE & CO | 11/26/2025 | 1.60 M | $15.38 M | 29.50% | 1.48% |
| INVESCO LTD. | 11/13/2025 | 1.22 M | $11.76 M | 18.47% | 1.13% |
| UBS GROUP AG | 11/13/2025 | 1.16 M | $11.14 M | -7.92% | 1.07% |
| DIMENSION CAPITAL MANAGEMENT LLC | 11/14/2025 | 1.13 M | $10.92 M | 19.20% | 1.05% |
| MORGAN STANLEY | 11/14/2025 | 827.13 K | $7.97 M | -0.75% | 0.77% |
| TRANSCEND CAPITAL ADVISORS, LLC | 11/04/2025 | 715.79 K | $6.90 M | 0.24% | 0.66% |
| BLACKROCK, INC. | 11/12/2025 | 694.89 K | $6.70 M | 14.90% | 0.64% |
| MUZINICH & CO., INC. | 10/20/2025 | 671.06 K | $6.47 M | 16.61% | 0.62% |
| LEGAL & GENERAL GROUP PLC | 11/13/2025 | 653.98 K | $6.30 M | -7.64% | 0.61% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 616.75 K | $5.95 M | 290.87% | 0.57% |
| SUMITOMO MITSUI TRUST HOLDINGS, INC. | 10/27/2025 | 606.26 K | $5.84 M | 23.37% | 0.56% |
| TWO SIGMA ADVISERS, LP | 11/14/2025 | 604.60 K | $5.83 M | -42.64% | 0.56% |
| ARES MANAGEMENT LLC | 11/14/2025 | 596.37 K | $5.75 M | 0.00% | 0.55% |
| HIGHTOWER ADVISORS, LLC | 11/07/2025 | 520.93 K | $5.02 M | 5.51% | 0.48% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 10/22/2025 | 480.42 K | $4.63 M | 17.13% | 0.45% |
| PALISADE CAPITAL MANAGEMENT, LP | 11/14/2025 | 480.01 K | $4.63 M | -2.91% | 0.45% |
| FRANKLIN RESOURCES INC | 11/13/2025 | 458.95 K | $4.42 M | -28.67% | 0.43% |
| TWO SIGMA INVESTMENTS, LP | 11/14/2025 | 445.10 K | $4.29 M | -40.49% | 0.41% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 428.89 K | $4.13 M | 81.11% | 0.40% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 407.86 K | $4.33 M | 3.47% | 0.38% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 10/14/2025 | 318.23 K | $3.07 M | -13.80% | 0.30% |
| TRANQUILITY PARTNERS, LLC | 10/30/2025 | 316.67 K | $3.05 M | 36.45% | 0.29% |
| PATHSTONE HOLDINGS, LLC | 11/13/2025 | 310.54 K | $2.99 M | 4.45% | 0.29% |
| AMERIPRISE FINANCIAL INC | 11/14/2025 | 286.52 K | $2.76 M | -0.62% | 0.27% |
| GRANITESHARES ADVISORS LLC | 10/21/2025 | 271.96 K | $2.62 M | 9.66% | 0.25% |
| LPL FINANCIAL LLC | 11/12/2025 | 266.37 K | $2.57 M | 39.21% | 0.25% |
| KOVITZ INVESTMENT GROUP PARTNERS, LLC | 11/10/2025 | 238.54 K | $2.30 M | 26.56% | 0.22% |
| ADVISORS ASSET MANAGEMENT, INC. | 11/06/2025 | 231.62 K | $2.23 M | 7.23% | 0.22% |
| UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH | 10/30/2025 | 209.50 K | $2.02 M | 0.00% | 0.19% |
| BI ASSET MANAGEMENT FONDSMAEGLERSELSKAB A/S | 11/05/2025 | 206.63 K | $1.99 M | 3.00% | 0.19% |
| NAVITER WEALTH, LLC | 11/06/2025 | 203.09 K | $1.96 M | -1.30% | 0.19% |
| ROCKINGSTONE ADVISORS LLC | 10/09/2025 | 186.93 K | $1.80 M | -7.30% | 0.17% |
| MILL CREEK CAPITAL ADVISORS, LLC | 11/12/2025 | 149.00 K | $1.44 M | 0.00% | 0.14% |
| ARLINGTON CAPITAL MANAGEMENT, INC. | 11/14/2025 | 127.52 K | $1.23 M | 42.01% | 0.12% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 11/12/2025 | 125.75 K | $1.21 M | -19.13% | 0.12% |
| NEUBERGER BERMAN GROUP LLC | 11/12/2025 | 114.54 K | $1.10 M | -2.53% | 0.11% |
| GREAT WEST LIFE ASSURANCE CO /CAN/ | 11/17/2025 | 114.06 K | $1.10 M | 19.06% | 0.11% |
| DORSEY & WHITNEY TRUST CO LLC | 11/13/2025 | 112.41 K | $1.08 M | 0.00% | 0.10% |
| STATE STREET CORP | 11/14/2025 | 106.19 K | $1.02 M | 2.84% | 0.10% |
| JANNEY MONTGOMERY SCOTT LLC | 10/27/2025 | 104.13 K | $1.00 M | -9.38% | 0.10% |
| VIRTUS INVESTMENT ADVISERS, INC. | 11/14/2025 | 97.91 K | $943.87 K | 11.39% | 0.09% |
| DENALI ADVISORS LLC | 11/07/2025 | 97.43 K | $939.26 K | -15.88% | 0.09% |
| WEALTHEDGE INVESTMENT ADVISORS, LLC | 11/12/2025 | 96.22 K | $927.55 K | -31.22% | 0.09% |
| ROYAL BANK OF CANADA | 11/14/2025 | 95.69 K | $922.00 K | 0.77% | 0.09% |
| MACQUARIE GROUP LTD | 11/13/2025 | 95.30 K | $919.00 K | 0.00% | 0.09% |
| TREXQUANT INVESTMENT LP | 11/14/2025 | 87.70 K | $845.43 K | -71.08% | 0.08% |
| COMMONWEALTH EQUITY SERVICES, LLC | 10/22/2025 | 83.61 K | $806.00 K | -10.65% | 0.08% |
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New Mountain Finance Corporation institutional Ownership - FAQ's
During the previous two years, 250 institutional investors and hedge funds held shares of New Mountain Finance Corporation. The most heavily invested institutionals were:
LSV ASSET MANAGEMENT: 2.63 M
VAN ECK ASSOCIATES CORP: 2.59 M
Cerity Partners LLC: 2.07 M
JPMORGAN CHASE & CO: 1.6 M
Invesco Ltd.: 1.22 M
UBS Group AG: 1.16 M
26.53% of New Mountain Finance Corporation stock is owned by institutional investors.
Institutional investors have bought a total of 40.00 M shares in the last 24 months. This purchase volume represents approximately $373.57 M in transactions.