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.
Sign in or subscribeLargest 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 |
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.