NMFC

NEW MOUNTAIN FINANCE CORP
USCUSIP 647551100
Institutional Owners
59
+6 QoQ
13F Value Held
$33.9M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentMixed
BearishBullish
13F funds (latest Q)17 adding · 27 trimming
Insider net (180d)+$0
Price history not yet available for NMFC.

Top institutional holders

59 13F filers
#FundPosition valueSharesLast moveAs of
1National Philanthropic Trust
$10.4M
852.9KNewQ2 2024
2Pathstone Holdings, LLC
$5.1M
661.2KAddedQ1 2026
3Hennion & Walsh Asset Management, Inc.
$4.0M
513.1KReducedQ1 2026
4Universal- Beteiligungs- und Servicegesellschaft mbH
$2.7M
344.0KHeldQ1 2026
5Advisors Asset Management, Inc.
$1.3M
173.7KReducedQ1 2026
6Mill Creek Capital Advisors, LLC
$1.2M
149.0KHeldQ1 2026
7Cerberus Capital Management, L.P.
$1.1M
145.0KNewQ1 2026
8STATE STREET CORP
$987K
127.2KReducedQ1 2026
9Trexquant Investment LP
$892K
115.0KReducedQ1 2026
10HB Wealth Management, LLC
$768K
99.0KReducedQ1 2026
11PALISADE CAPITAL MANAGEMENT, LP
$490K
63.1KReducedQ1 2026
12Valeo Financial Advisors, LLC
$464K
59.9KHeldQ1 2026
13CAXTON ASSOCIATES LLP
$453K
58.4KHeldQ1 2026
14Mutual Advisors, LLC
$448K
57.7KAddedQ1 2026
15OPPENHEIMER & CO INC
$237K
30.5KReducedQ1 2026
16Y-Intercept (Hong Kong) Ltd
$236K
30.4KNewQ1 2026
17NewEdge Wealth, LLC
$236K
30.4KHeldQ1 2026
18Sanctuary Advisors, LLC
$235K
30.3KReducedQ1 2026
19&PARTNERS
$211K
27.2KReducedQ1 2026
20Generali Investments CEE, investicni spolecnost, a.s.
$196K
25.3KHeldQ1 2026
21Entropy Technologies, LP
$186K
24.0KNewQ1 2026
22Empower Advisory Group, LLC
$172K
22.2KHeldQ1 2026
23CHILTON INVESTMENT CO INC.
$171K
22.0KReducedQ1 2026
24Lido Advisors, LLC
$167K
21.5KReducedQ1 2026
25CITADEL ADVISORS LLC
$166K
21.3KReducedQ1 2026

Fund activity — latest quarter

Opened (NEW)
13
funds
Added
4
funds
Reduced
16
funds
Exited
11
funds

Insider activity (Form 4)

No Form 4 insider transactions on file yet.

Institutional ownership over time

54 funds+53 since Q1 2020
02754Q1 2020Q4 2020Q3 2021Q1 2024Q2 2025Q1 2026
funds holding aggregate valuelatest $24M

Funds that own NMFC also own

CompanyCo-held byCombined value
Microsoft Corp.MSFT57 funds$133.2B
Broadcom Inc - USAVGO56 funds$68.4B
LILLY ELI & CO COMLLY56 funds$37.8B
Costco Wholesale Corp.COST56 funds$22.7B
Nvidia Corp. (US)NVDA55 funds$200.0B
Apple Inc.AAPL55 funds$175.3B
Meta Platforms Inc - USMETA55 funds$59.2B
Tesla Inc - USTSLA55 funds$47.9B
Jpmorgan Chase & Co - USJPM55 funds$44.6B
Visa Inc Class AV55 funds$29.2B
Netflix Inc - USNFLX55 funds$19.0B
Walt Disney Co/The - USDIS55 funds$9.3B

Ranked by how many of NMFC's institutional holders also hold each name — a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for NMFC. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.