New Mountain Finance Corp Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| LSV ASSET MANAGEMENT | 05/11/2026 | 3.02 M | $23.45 M | 1.19% | 2.85% |
| INVESCO LTD. | 05/12/2026 | 2.14 M | $16.60 M | 79.75% | 2.02% |
| UBS GROUP AG | 05/05/2026 | 2.09 M | $16.23 M | 35.70% | 1.97% |
| VAN ECK ASSOCIATES CORP | 05/15/2026 | 1.80 M | $13.94 M | -23.21% | 1.69% |
| DIMENSION CAPITAL MANAGEMENT LLC | 05/15/2026 | 1.16 M | $8.97 M | 0.63% | 1.09% |
| RUSSELL INVESTMENTS GROUP, LTD. | 05/08/2026 | 938.68 K | $7.28 M | 167.91% | 0.88% |
| CERITY PARTNERS LLC | 05/15/2026 | 872.84 K | $6.77 M | -16.25% | 0.82% |
| CI PRIVATE WEALTH, LLC | 05/15/2026 | 871.30 K | $6.76 M | 7.72% | 0.82% |
| 05/15/2026 | 852.92 K | $6.62 M | 0.00% | 0.80% | |
| MUZINICH & CO., INC. | 04/24/2026 | 848.92 K | $6.59 M | -0.06% | 0.80% |
| TWO SIGMA INVESTMENTS, LP | 05/15/2026 | 836.46 K | $6.49 M | 42.59% | 0.79% |
| LEGAL & GENERAL GROUP PLC | 05/08/2026 | 785.50 K | $6.10 M | 5.80% | 0.74% |
| MORGAN STANLEY | 05/15/2026 | 729.94 K | $5.66 M | -35.18% | 0.69% |
| SUMITOMO MITSUI TRUST HOLDINGS, INC. | 04/30/2026 | 688.58 K | $5.34 M | -0.28% | 0.65% |
| PATHSTONE HOLDINGS, LLC | 05/11/2026 | 661.22 K | $5.13 M | 1.80% | 0.62% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 05/13/2026 | 513.09 K | $3.98 M | -8.86% | 0.48% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 450.47 K | $3.50 M | 4.58% | 0.42% |
| HIGHTOWER ADVISORS, LLC | 05/05/2026 | 423.73 K | $3.29 M | -18.24% | 0.40% |
| BLACKROCK, INC. | 05/13/2026 | 352.24 K | $2.73 M | -48.74% | 0.33% |
| D. E. SHAW & CO., INC. | 05/15/2026 | 347.52 K | $2.70 M | 193.06% | 0.33% |
| UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH | 05/11/2026 | 344.00 K | $2.67 M | 0.00% | 0.32% |
| COLONY GROUP, LLC | 05/15/2026 | 334.79 K | $2.60 M | 5.55% | 0.32% |
| TRANQUILITY PARTNERS, LLC | 04/20/2026 | 316.75 K | $2.46 M | 18.16% | 0.30% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 314.51 K | $2.44 M | -12.08% | 0.30% |
| XTX TOPCO LTD | 05/15/2026 | 292.70 K | $2.27 M | 55.99% | 0.28% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 291.49 K | $2.26 M | -0.34% | 0.27% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 04/01/2026 | 277.57 K | $2.15 M | -5.83% | 0.26% |
| TRANSCEND CAPITAL ADVISORS, LLC | 05/13/2026 | 271.16 K | $2.10 M | -35.52% | 0.26% |
| GRANITESHARES ADVISORS LLC | 04/23/2026 | 263.63 K | $2.05 M | -10.27% | 0.25% |
| BI ASSET MANAGEMENT FONDSMAEGLERSELSKAB A/S | 04/16/2026 | 243.13 K | $1.89 M | 3.45% | 0.23% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 194.10 K | $1.51 M | -12.62% | 0.18% |
| ADVISORS ASSET MANAGEMENT, INC. | 05/15/2026 | 173.67 K | $1.35 M | -2.86% | 0.16% |
| MILL CREEK CAPITAL ADVISORS, LLC | 05/14/2026 | 149.00 K | $1.16 M | 0.00% | 0.14% |
| CERBERUS CAPITAL MANAGEMENT, L.P. | 05/15/2026 | 145.00 K | $1.13 M | 100.00% | 0.14% |
| BALYASNY ASSET MANAGEMENT L.P. | 05/15/2026 | 136.06 K | $1.06 M | 100.00% | 0.13% |
| NAVITER WEALTH, LLC | 04/10/2026 | 131.72 K | $1.02 M | -16.57% | 0.12% |
| STATE STREET CORP | 05/15/2026 | 127.19 K | $987.00 K | -3.35% | 0.12% |
| 05/15/2026 | 125.08 K | $970.60 K | 35.06% | 0.12% | |
| LPL FINANCIAL LLC | 05/06/2026 | 124.07 K | $962.81 K | -46.93% | 0.12% |
| TREXQUANT INVESTMENT LP | 05/15/2026 | 114.97 K | $892.18 K | -44.28% | 0.11% |
| NEUBERGER BERMAN GROUP LLC | 05/14/2026 | 109.54 K | $850.03 K | -4.09% | 0.10% |
| HB WEALTH MANAGEMENT, LLC | 04/27/2026 | 99.00 K | $768.22 K | -2.33% | 0.09% |
| GREAT WEST LIFE ASSURANCE CO /CAN/ | 05/14/2026 | 98.99 K | $771.00 K | -16.60% | 0.09% |
| MACQUARIE MANAGEMENT HOLDINGS, INC. | 05/15/2026 | 95.30 K | $740.00 K | 0.00% | 0.09% |
| VIRTUS INVESTMENT ADVISERS, INC. | 05/14/2026 | 89.47 K | $694.30 K | 4.20% | 0.08% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 87.15 K | $676.00 K | -0.04% | 0.08% |
| FARTHER FINANCE ADVISORS, LLC | 04/07/2026 | 83.50 K | $642.95 K | 128.64% | 0.08% |
| MILLENNIUM MANAGEMENT LLC | 05/15/2026 | 81.37 K | $631.40 K | -56.48% | 0.08% |
| DENALI ADVISORS LLC | 05/08/2026 | 77.89 K | $604.39 K | -1.20% | 0.07% |
| CAMPBELL & CO INVESTMENT ADVISER LLC | 05/15/2026 | 72.03 K | $558.96 K | -14.59% | 0.07% |
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 Corp institutional Ownership - FAQ's
During the previous two years, 256 institutional investors and hedge funds held shares of New Mountain Finance Corp. The most heavily invested institutionals were:
LSV ASSET MANAGEMENT: 3.02 M
Invesco Ltd.: 2.14 M
UBS Group AG: 2.09 M
VAN ECK ASSOCIATES CORP: 1.8 M
DIMENSION CAPITAL MANAGEMENT LLC: 1.16 M
Russell Investments Group, Ltd.: 938,679
26.18% of New Mountain Finance Corp stock is owned by institutional investors.
Institutional investors have bought a total of 38.48 M shares in the last 24 months. This purchase volume represents approximately $306.70 M in transactions.