New Mountain Finance Corporation Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| CERITY PARTNERS LLC | 02/13/2025 | 3.69 M | $41.51 M | -3.60% | 3.42% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 01/29/2025 | 2.88 M | $32.71 M | -5.96% | 2.67% |
| HIGHTOWER ADVISORS, LLC | 02/07/2025 | 2.65 M | $29.85 M | -21.49% | 2.46% |
| LSV ASSET MANAGEMENT | 02/13/2025 | 2.42 M | $27.22 M | -2.39% | 2.24% |
| VAN ECK ASSOCIATES CORP | 01/29/2025 | 2.34 M | $26.38 M | 4.15% | 2.17% |
| JPMORGAN CHASE & CO | 02/12/2025 | 1.24 M | $13.95 M | -1.58% | 1.15% |
| INVESCO LTD. | 02/13/2025 | 985,917 | $11.10 M | 1,929.22% | 0.91% |
| TWO SIGMA ADVISERS, LP | 02/14/2025 | 959,271 | $10.80 M | -6.52% | 0.89% |
| DIMENSION CAPITAL MANAGEMENT LLC | 02/14/2025 | 895,862 | $10.09 M | -15.97% | 0.83% |
| LEGAL & GENERAL GROUP PLC | 02/13/2025 | 713,975 | $8.04 M | -6.51% | 0.66% |
| TWO SIGMA INVESTMENTS, LP | 02/14/2025 | 678,896 | $7.64 M | -9.84% | 0.63% |
| PALISADE CAPITAL MANAGEMENT, LP | 02/14/2025 | 651,483 | $7.34 M | -22.33% | 0.60% |
| UBS GROUP AG | 02/14/2025 | 575,252 | $6.48 M | 26.43% | 0.53% |
| ARES MANAGEMENT LLC | 02/14/2025 | 566,186 | $6.38 M | 15.15% | 0.53% |
| MILLENNIUM MANAGEMENT LLC | 02/14/2025 | 519,532 | $5.85 M | 102.23% | 0.48% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 01/02/2025 | 429,806 | $4.84 M | 0.34% | 0.40% |
| BLACKROCK FUNDING, INC. /DE | 02/07/2025 | 427,632 | $4.82 M | 25.58% | 0.40% |
| FRANKLIN RESOURCES INC | 02/12/2025 | 362,751 | $4.08 M | 62.02% | 0.34% |
| ADVISOR GROUP HOLDINGS, INC. | 02/07/2025 | 344,182 | $4.12 M | 0.00% | 0.32% |
| MUZINICH & CO., INC. | 02/05/2025 | 340,248 | $3.83 M | -1.70% | 0.32% |
| SUMITOMO MITSUI TRUST HOLDINGS, INC. | 01/28/2025 | 325,367 | $3.66 M | -4.35% | 0.30% |
| ROCKINGSTONE ADVISORS LLC | 01/14/2025 | 282,107 | $3.18 M | 79.11% | 0.26% |
| MERIT FINANCIAL GROUP, LLC | 01/15/2025 | 259,520 | $2.92 M | -0.48% | 0.24% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 01/15/2025 | 254,181 | $2.86 M | 31.39% | 0.24% |
| ADVISORS ASSET MANAGEMENT, INC. | 02/10/2025 | 229,084 | $2.58 M | -12.42% | 0.21% |
| WELLS FARGO & COMPANY/MN | 02/13/2025 | 228,097 | $2.57 M | -0.44% | 0.21% |
| GRANITESHARES ADVISORS LLC | 02/04/2025 | 218,414 | $2.46 M | 21.59% | 0.20% |
| AMERIPRISE FINANCIAL INC | 02/14/2025 | 215,471 | $2.43 M | 6.93% | 0.20% |
| 02/28/2025 | 209,500 | $2.36 M | 100.00% | 0.19% | |
| NAVITER WEALTH, LLC | 02/07/2025 | 189,129 | $2.13 M | 100.00% | 0.18% |
| ACADIAN ASSET MANAGEMENT LLC | 02/11/2025 | 186,266 | $2.09 M | -41.14% | 0.17% |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 02/12/2025 | 178,374 | $2.01 M | -6.74% | 0.17% |
| TREXQUANT INVESTMENT LP | 02/12/2025 | 166,404 | $1.87 M | 139.18% | 0.15% |
| FIRST NATIONAL TRUST CO | 02/10/2025 | 164,579 | $1.85 M | 2.86% | 0.15% |
| NEUBERGER BERMAN GROUP LLC | 02/13/2025 | 157,388 | $1.77 M | -6.84% | 0.15% |
| MILL CREEK CAPITAL ADVISORS, LLC | 01/29/2025 | 149,000 | $1.68 M | 0.00% | 0.14% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/14/2025 | 143,394 | $1.62 M | 0.51% | 0.13% |
| MIDWEST PROFESSIONAL PLANNERS, LTD. | 02/10/2025 | 141,833 | $1.60 M | 6.49% | 0.13% |
| ENVESTNET ASSET MANAGEMENT INC | 02/13/2025 | 137,773 | $1.55 M | 139.76% | 0.13% |
| CAPTRUST FINANCIAL ADVISORS | 02/14/2025 | 136,769 | $1.54 M | -2.80% | 0.13% |
| DORSEY & WHITNEY TRUST CO LLC | 02/07/2025 | 135,462 | $1.53 M | 100.00% | 0.13% |
| D. E. SHAW & CO., INC. | 02/14/2025 | 124,989 | $1.41 M | 161.22% | 0.12% |
| ALBERTA INVESTMENT MANAGEMENT CORP | 02/03/2025 | 121,800 | $1.37 M | 0.00% | 0.11% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/14/2025 | 117,108 | $1.32 M | 1,005.73% | 0.11% |
| DENALI ADVISORS LLC | 02/04/2025 | 106,071 | $1.19 M | -20.11% | 0.10% |
| JANE STREET GROUP, LLC | 02/14/2025 | 104,285 | $1.17 M | 232.74% | 0.10% |
| Y-INTERCEPT (HONG KONG) LTD | 02/04/2025 | 103,921 | $1.17 M | 100.00% | 0.10% |
| CLEARSTEAD ADVISORS, LLC | 02/10/2025 | 101,959 | $1.15 M | 32.73% | 0.09% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 02/10/2025 | 101,311 | $1.14 M | 100.00% | 0.09% |
| BI ASSET MANAGEMENT FONDSMAEGLERSELSKAB A/S | 02/13/2025 | 95,987 | $1.08 M | 345.33% | 0.09% |
Explore Related Stocks for Market Trends
Explore our related stocks for the latest market trends and stock news to stay informed and make better decisions.
New Mountain Finance Corporation institutional Ownership - FAQ's
During the previous two years, 248 institutional investors and hedge funds held shares of New Mountain Finance Corporation. The most heavily invested institutionals were:
Cerity Partners LLC: 3.69 M
Allspring Global Investments Holdings, LLC: 2.88 M
HighTower Advisors, LLC: 2.65 M
LSV ASSET MANAGEMENT: 2.42 M
VAN ECK ASSOCIATES CORP: 2.34 M
JPMORGAN CHASE & CO: 1.24 M
31.40% of New Mountain Finance Corporation stock is owned by institutional investors.
Institutional investors have bought a total of 45.01 M shares in the last 24 months. This purchase volume represents approximately $500.01 M in transactions.