New Mountain Finance Corp Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| LSV ASSET MANAGEMENT | 08/06/2026 | 3.00 M | $21.52 M | -0.71% | 3.17% |
| UBS GROUP AG | 08/13/2026 | 2.48 M | $17.76 M | 18.47% | 2.62% |
| VAN ECK ASSOCIATES CORP | 08/14/2026 | 2.15 M | $15.38 M | 19.42% | 2.27% |
| INVESCO LTD. | 08/14/2026 | 1.56 M | $11.17 M | -27.20% | 1.65% |
| RUSSELL INVESTMENTS GROUP, LTD. | 08/06/2026 | 1.38 M | $9.92 M | 47.35% | 1.46% |
| DIMENSION CAPITAL MANAGEMENT LLC | 08/14/2026 | 1.22 M | $8.77 M | 5.75% | 1.29% |
| CI PRIVATE WEALTH, LLC | 08/27/2026 | 1.13 M | $8.07 M | 29.19% | 1.19% |
| CERITY PARTNERS LLC | 08/14/2026 | 856.88 K | $6.14 M | -1.83% | 0.91% |
| NATIONAL PHILANTHROPIC TRUST | 08/14/2026 | 852.92 K | $6.12 M | 0.00% | 0.90% |
| MUZINICH & CO., INC. | 07/27/2026 | 850.17 K | $6.10 M | 0.15% | 0.90% |
| PATHSTONE HOLDINGS, LLC | 08/13/2026 | 824.80 K | $5.91 M | 24.74% | 0.87% |
| LEGAL & GENERAL GROUP PLC | 08/14/2026 | 806.37 K | $5.77 M | 2.66% | 0.85% |
| MORGAN STANLEY | 08/13/2026 | 783.53 K | $5.62 M | 7.34% | 0.83% |
| TWO SIGMA INVESTMENTS, LP | 08/14/2026 | 707.35 K | $5.07 M | -15.44% | 0.75% |
| SUMITOMO MITSUI TRUST GROUP, INC. | 07/30/2026 | 688.58 K | $4.94 M | 0.00% | 0.73% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 492.18 K | $3.53 M | 9.26% | 0.52% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 07/08/2026 | 483.32 K | $3.47 M | -5.80% | 0.51% |
| HIGHTOWER ADVISORS, LLC | 08/05/2026 | 423.80 K | $3.04 M | 0.02% | 0.45% |
| COLONY GROUP, LLC | 08/12/2026 | 417.62 K | $2.99 M | 24.74% | 0.44% |
| BLACKROCK, INC. | 08/07/2026 | 347.03 K | $2.49 M | -1.48% | 0.37% |
| UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH | 08/06/2026 | 344.00 K | $2.47 M | 0.00% | 0.36% |
| GRANITESHARES ADVISORS LLC | 08/04/2026 | 303.33 K | $2.17 M | 15.06% | 0.32% |
| TRANQUILITY PARTNERS, LLC | 07/23/2026 | 284.23 K | $2.04 M | -10.27% | 0.30% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 07/01/2026 | 277.61 K | $1.99 M | 0.01% | 0.29% |
| TRANSCEND CAPITAL ADVISORS, LLC | 08/04/2026 | 266.54 K | $1.91 M | -1.70% | 0.28% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 247.26 K | $1.77 M | -21.38% | 0.26% |
| D. E. SHAW & CO., INC. | 08/14/2026 | 247.18 K | $1.77 M | -28.87% | 0.26% |
| ADVISORS ASSET MANAGEMENT, INC. | 08/14/2026 | 208.61 K | $1.50 M | 20.12% | 0.22% |
| XTX TOPCO LTD | 08/14/2026 | 171.57 K | $1.23 M | -41.38% | 0.18% |
| FLAX POND CAPITAL, LLC | 08/14/2026 | 156.30 K | $1.12 M | 100.00% | 0.17% |
| STATE STREET CORP | 08/07/2026 | 149.88 K | $1.07 M | 17.84% | 0.16% |
| CERBERUS CAPITAL MANAGEMENT, L.P. | 08/14/2026 | 145.00 K | $1.04 M | 0.00% | 0.15% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 141.36 K | $1.01 M | 317.11% | 0.15% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 08/14/2026 | 140.63 K | $1.01 M | 100.00% | 0.15% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 128.00 K | $917.77 K | -34.05% | 0.14% |
| MILLENNIUM MANAGEMENT LLC | 08/14/2026 | 124.59 K | $893.27 K | 53.12% | 0.13% |
| FARTHER FINANCE ADVISORS, LLC | 07/17/2026 | 115.10 K | $825.27 K | 37.84% | 0.12% |
| NAVITER WEALTH, LLC | 08/07/2026 | 112.63 K | $807.55 K | -14.49% | 0.12% |
| LPL FINANCIAL LLC | 08/07/2026 | 110.51 K | $792.35 K | -10.93% | 0.12% |
| NEUBERGER BERMAN GROUP LLC | 08/13/2026 | 109.54 K | $785.40 K | 0.00% | 0.12% |
| GREAT WEST LIFE ASSURANCE CO /CAN/ | 08/13/2026 | 107.87 K | $770.00 K | 8.97% | 0.11% |
| CITADEL ADVISORS LLC | 09/02/2026 | 102.85 K | $737.45 K | 196.56% | 0.11% |
| PRIVIUM FUND MANAGEMENT (UK) LTD | 08/07/2026 | 100.00 K | $717.00 K | 100.00% | 0.11% |
| MACQUARIE MANAGEMENT HOLDINGS, INC. | 08/14/2026 | 95.30 K | $683.00 K | 0.00% | 0.10% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 93.52 K | $671.00 K | 7.31% | 0.10% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 87.90 K | $630.24 K | 40.19% | 0.09% |
| CAXTON ASSOCIATES LLP | 08/14/2026 | 74.96 K | $537.49 K | 28.43% | 0.08% |
| DENALI ADVISORS LLC | 08/10/2026 | 71.11 K | $509.86 K | -8.70% | 0.08% |
| JANNEY MONTGOMERY SCOTT LLC | 08/05/2026 | 71.11 K | $510.00 K | -0.09% | 0.08% |
| JPMORGAN CHASE & CO | 08/12/2026 | 69.56 K | $498.75 K | -0.06% | 0.07% |
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New Mountain Finance Corp institutional Ownership - FAQ's
During the previous two years, 248 institutional investors and hedge funds held shares of New Mountain Finance Corp. The most heavily invested institutionals were:
LSV ASSET MANAGEMENT: 3 M
UBS Group AG: 2.48 M
VAN ECK ASSOCIATES CORP: 2.15 M
Invesco Ltd.: 1.56 M
Russell Investments Group, Ltd.: 1.38 M
DIMENSION CAPITAL MANAGEMENT LLC: 1.22 M
29.66% of New Mountain Finance Corp stock is owned by institutional investors.
Institutional investors have bought a total of 39.97 M shares in the last 24 months. This purchase volume represents approximately $318.56 M in transactions.