NMFC New Mountain Finance Corporation
New Mountain Finance Corporation (NMFC) Institutional Ownership
What the institutions did with NMFC last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended June 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| LSV ASSET MANAGEMENT | 3.0M | 10.7% |
| UBS Group AG | 2.5M | 8.8% |
| VAN ECK ASSOCIATES CORP | 2.1M | 7.6% |
| Invesco Ltd. | 1.6M | 5.5% |
| Russell Investments Group, Ltd. | 1.4M | 4.9% |
| DIMENSION CAPITAL MANAGEMENT LLC | 1.2M | 4.3% |
| Corient Private Wealth LP | 1.1M | 4.0% |
| Cerity Partners LLC | 856.9K | 3.0% |
| National Philanthropic Trust | 852.9K | 3.0% |
| Muzinich & Co., Inc. | 850.2K | 3.0% |
| Pathstone Holdings, LLC | 824.8K | 2.9% |
| Legal & General Group Plc | 806.4K | 2.9% |
| MORGAN STANLEY | 783.5K | 2.8% |
| TWO SIGMA INVESTMENTS, LP | 707.3K | 2.5% |
| Sumitomo Mitsui Trust Group, Inc. | 688.6K | 2.4% |
| OSAIC HOLDINGS, INC. | 492.2K | 1.7% |
| Hennion & Walsh Asset Management, Inc. | 483.3K | 1.7% |
| HighTower Advisors, LLC | 423.8K | 1.5% |
| Focus Partners Wealth | 417.6K | 1.5% |
| BlackRock, Inc. | 347.0K | 1.2% |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 344.0K | 1.2% |
| GraniteShares Advisors LLC | 303.3K | 1.1% |
| Tranquility Partners, LLC | 284.2K | 1.0% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 277.6K | 1.0% |
| TRANSCEND CAPITAL ADVISORS, LLC | 266.5K | 0.9% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| Invesco Ltd. | Reduced | 2.1M | 1.6M | -582.0K |
| Russell Investments Group, Ltd. | Increased | 938.7K | 1.4M | +444.5K |
| UBS Group AG | Increased | 2.1M | 2.5M | +386.3K |
| VAN ECK ASSOCIATES CORP | Increased | 1.8M | 2.1M | +348.9K |
| Corient Private Wealth LP | Increased | 871.3K | 1.1M | +254.4K |
| AMERIPRISE FINANCIAL INC | Reduced | 291.5K | 52.0K | -239.5K |
| BI Asset Management Fondsmaeglerselskab A/S | Reduced | 243.1K | 48.5K | -194.6K |
| Pathstone Holdings, LLC | Increased | 661.2K | 824.8K | +163.6K |
| FLAX POND CAPITAL, LLC | New | 0 | 156.3K | +156.3K |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | New | 0 | 140.6K | +140.6K |
| TWO SIGMA INVESTMENTS, LP | Reduced | 836.5K | 707.3K | -129.1K |
| XTX Topco Ltd | Reduced | 292.7K | 171.6K | -121.1K |
| Trexquant Investment LP | Sold Out | 115.0K | 0 | -115.0K |
| GOLDMAN SACHS GROUP INC | Increased | 33.9K | 141.4K | +107.5K |
| D. E. Shaw & Co., Inc. | Reduced | 347.5K | 247.2K | -100.3K |
| Privium Fund Management (UK) Ltd | New | 0 | 100.0K | +100.0K |
| Cambridge Investment Research Advisors, Inc. | Increased | 87.2K | 187.0K | +99.9K |
| HB Wealth Management, LLC | Reduced | 99.0K | 12.2K | -86.8K |
| Balyasny Asset Management L.P. | Reduced | 136.1K | 50.8K | -85.3K |
| Focus Partners Wealth | Increased | 334.8K | 417.6K | +82.8K |
| Campbell & CO Investment Adviser LLC | Sold Out | 72.0K | 0 | -72.0K |
| CITADEL ADVISORS LLC | Increased | 34.7K | 102.9K | +68.2K |
| WELLS FARGO & COMPANY/MN | Reduced | 314.5K | 247.3K | -67.2K |
| DIMENSION CAPITAL MANAGEMENT LLC | Increased | 1.2M | 1.2M | +66.5K |
| BANK OF AMERICA CORP /DE/ | Reduced | 194.1K | 128.0K | -66.1K |
| VARCOV Co. | Reduced | 125.1K | 60.0K | -65.1K |
| Valeo Financial Advisors, LLC | Sold Out | 59.9K | 0 | -59.9K |
| HRT FINANCIAL LP | New | 0 | 56.7K | +56.7K |
| MORGAN STANLEY | Increased | 729.9K | 783.5K | +53.6K |
| COMMONWEALTH EQUITY SERVICES, LLC | Reduced | 65.5K | 12.5K | -53.0K |
| MILLENNIUM MANAGEMENT LLC | Increased | 81.4K | 124.6K | +43.2K |
| OSAIC HOLDINGS, INC. | Increased | 450.5K | 492.2K | +41.7K |
| GraniteShares Advisors LLC | Increased | 263.6K | 303.3K | +39.7K |
| EP Wealth Advisors, LLC | New | 0 | 36.2K | +36.2K |
| Equitable Holdings, Inc. | Increased | 17.8K | 53.4K | +35.6K |
| Advisors Asset Management, Inc. | Increased | 173.7K | 208.6K | +34.9K |
| FLPUTNAM INVESTMENT MANAGEMENT CO | New | 0 | 34.7K | +34.7K |
| Tranquility Partners, LLC | Reduced | 316.8K | 284.2K | -32.5K |
| MIRABELLA FINANCIAL SERVICES LLP | Sold Out | 31.6K | 0 | -31.6K |
| Farther Finance Advisors, LLC | Increased | 83.5K | 115.1K | +31.6K |
| nVerses Capital, LLC | Increased | 19.9K | 51.1K | +31.3K |
| Y-Intercept (Hong Kong) Ltd | Sold Out | 30.4K | 0 | -30.4K |
| Hennion & Walsh Asset Management, Inc. | Reduced | 513.1K | 483.3K | -29.8K |
| &PARTNERS | Sold Out | 27.2K | 0 | -27.2K |
| Navis Wealth Advisors, LLC | Sold Out | 25.0K | 0 | -25.0K |
| North Ground Capital | Sold Out | 25.0K | 0 | -25.0K |
| Entropy Technologies, LP | Sold Out | 24.0K | 0 | -24.0K |
| STATE STREET CORP | Increased | 127.2K | 149.9K | +22.7K |
| Virtus Investment Advisers, LLC | Reduced | 89.5K | 67.3K | -22.2K |
| LSV ASSET MANAGEMENT | Reduced | 3.0M | 3.0M | -21.4K |
| Legal & General Group Plc | Increased | 785.5K | 806.4K | +20.9K |
| Qube Research & Technologies Ltd | Sold Out | 20.5K | 0 | -20.5K |
| Brevan Howard Capital Management LP | Sold Out | 20.4K | 0 | -20.4K |
| Naviter Wealth, LLC | Reduced | 131.7K | 112.6K | -19.1K |
| Squarepoint Ops LLC | New | 0 | 18.6K | +18.6K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Sold Out | 17.7K | 0 | -17.7K |
| CAXTON ASSOCIATES LLP | Increased | 58.4K | 75.0K | +16.6K |
| CALTON & ASSOCIATES, INC. | Sold Out | 16.5K | 0 | -16.5K |
| WEDBUSH SECURITIES INC | Sold Out | 16.0K | 0 | -16.0K |
| Cerity Partners LLC | Reduced | 872.8K | 856.9K | -16.0K |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.