New Mountain FinanceNMFC
13F holders, Q4 2025 (December 31)170holders +12
38new positions
29sold out
4famous investors
$10.15avg. 13F price*
At the end of Q4 2025, 170 institutions reported holding New Mountain Finance Corp. (NMFC) in their 13F filings, up 12 from Q3 2025. 38 opened new positions and 29 sold out. The largest holders were Union Bancaire Privee, UBP SA ($32.0M), LSV Asset Management ($27.5M) and Van Eck Associates Corp. ($21.5M). 4 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- New Mountain Finance Corp.
- Filed as
- NEW MTN FIN CORP (Q4 2025)
- CUSIP
- 647551100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 38 | $38.8M |
| Exits | 29 | $12.8M |
All 13F filers, Q3 2025 → Q4 2025: 8,035,126 shares bought and 4,537,547 shares sold, net +3,497,579 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 170 holders
| Union Bancaire Privee, UBP SA | 0.38% | Reduce -22.3% | 22,392 | $32.0M |
| LSV Asset Management | 0.06% | Add +13.4% | 2,986,718 | $27.5M |
| Van Eck Associates Corp. | 0.02% | Reduce -9.7% | 2,339,114 | $21.5M |
| JPMorgan Chase & Co. | 0.00% | Add +27.8% | 2,038,662 | $18.8M |
| UBS Group AG | 0.00% | Add +33.4% | 1,541,128 | $14.2M |
| Rivernorth Capital Management, LLC | 0.59% | New | 1,338,277 | $12.3M |
| Invesco Ltd. | 0.00% | Reduce -2.4% | 1,190,357 | $11.0M |
| Dimension Capital Management LLC | 1.48% | Add +1.5% | 1,149,335 | $10.6M |
| Morgan Stanley | 0.00% | Add +36.1% | 1,126,025 | $10.4M |
| Cerity Partners LLC | 0.01% | Reduce -49.7% | 1,042,196 | $9.6M |
| National Philanthropic Trust | 0.08% | No change | 852,921 | $7.9M |
| Muzinich & Co., Inc. | 2.46% | Add +26.6% | 849,437 | $7.8M |
| Corient Private Wealth LP | 0.01% | New | 808,882 | $7.4M |
| Legal & General Group Plc | 0.00% | Add +13.5% | 742,423 | $6.8M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Add +13.9% | 690,497 | $6.4M |
| BlackRock, Inc. | 0.00% | Reduce -1.1% | 687,141 | $6.3M |
| Pathstone Holdings, LLC | 0.02% | Add +109.2% | 649,512 | $6.0M |
| Ares Management LLC | 0.32% | Add +1.0% | 602,575 | $5.5M |
| Two Sigma Investments, LP | 0.01% | Add +31.8% | 586,617 | $5.4M |
| Closed-End Fund Advisors, Inc. | 3.19% | — | 586,070 | $5.4M |
| Hennion & Walsh Asset Management, Inc. | 0.18% | Add +17.2% | 562,980 | $5.2M |
| Truffle Hound Capital, LLC | 2.96% | New | 550,000 | $5.1M |
| HighTower Advisors, LLC | 0.01% | Reduce -0.5% | 518,232 | $4.8M |
| Franklin Resources Inc. | 0.00% | Reduce -0.9% | 455,022 | $4.2M |
| Osaic Holdings, Inc. | 0.01% | Add +5.6% | 430,731 | $4.0M |
| Transcend Capital Advisors, LLC | 0.30% | Reduce -41.3% | 420,509 | $3.9M |
| Jane Street Group, LLC | 0.00% | Add +3336.8% | 390,590 | $3.6M |
| Wells Fargo & Company | 0.00% | Reduce -16.6% | 357,712 | $3.3M |
| Russell Investments Group, Ltd. | 0.00% | Add +565.5% | 350,366 | $3.2M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Add +64.2% | 344,000 | $3.2M |
| Focus Partners Wealth | 0.00% | New | 317,189 | $2.9M |
| Confluence Investment Management LLC | 0.04% | Reduce -7.4% | 294,765 | $2.7M |
| GraniteShares Advisors LLC | 1.64% | Add +8.0% | 293,799 | $2.7M |
| Ameriprise Financial Inc. | 0.00% | Add +2.1% | 292,471 | $2.7M |
| Palisade Capital Management, LP | 0.09% | Reduce -40.7% | 284,699 | $2.6M |
| Two Sigma Advisers, LP | 0.00% | Reduce -54.5% | 275,000 | $2.5M |
| Tranquility Partners, LLC | 0.89% | Reduce -15.3% | 268,073 | $2.5M |
| BI Asset Management Fondsmaeglerselskab A/S | 0.02% | Add +13.7% | 235,016 | $2.2M |
| LPL Financial LLC | 0.00% | Reduce -12.2% | 233,810 | $2.2M |
| Bank of America Corp. | 0.00% | Reduce -64.0% | 222,126 | $2.0M |
| Trexquant Investment LP | 0.02% | Add +135.3% | 206,344 | $1.9M |
| Goldman Sachs Group Inc. | 0.00% | New | 204,933 | $1.9M |
| XTX Topco Ltd | 0.05% | New | 187,632 | $1.7M |
| Millennium Management | 0.00% | New | 186,965 | $1.7M |
| Advisors Asset Management, Inc. | 0.03% | Reduce -22.8% | 178,778 | $1.6M |
| Naviter Wealth, LLC | 0.19% | Reduce -22.3% | 157,881 | $1.5M |
| Mill Creek Capital Advisors, LLC | 0.03% | No change | 149,000 | $1.4M |
| State Street Corp. | 0.00% | Add +23.9% | 131,594 | $1.2M |
| D. E. Shaw & Co. | 0.00% | Add +216.6% | 118,585 | $1.1M |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +4.1% | 118,695 | $1.1M |
| Neuberger Berman Group LLC | 0.00% | Reduce -0.3% | 114,207 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | Add +644.9% | 112,811 | $1.0M |
| HB Wealth Management, LLC | 0.01% | New | 101,354 | $933K |
| Nomura Asset Management International Inc. | 0.00% | — | 95,300 | $878K |
| VARCOV Co. | 0.34% | — | 92,610 | $853K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -30.7% | 87,188 | $803K |
| Virtus Investment Advisers, LLC | 0.21% | Reduce -12.3% | 85,862 | $791K |
| &partners | 0.00% | Add +160.7% | 85,498 | $787K |
| Campbell & CO Investment Adviser LLC | 0.04% | Add +98.6% | 84,336 | $777K |
| Denali Advisors LLC | 0.08% | Reduce -19.1% | 78,828 | $726K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -25.6% | 77,519 | $714K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -18.6% | 68,043 | $627K |
| Royal Bank of Canada | 0.00% | Reduce -33.1% | 64,036 | $590K |
| Valeo Financial Advisors, LLC | 0.01% | No change | 59,850 | $551K |
| Caxton Associates LLP | 0.01% | Add +43.4% | 58,368 | $538K |
| Quadrature Capital Ltd | 0.01% | Add +16.7% | 56,578 | $521K |
| Mutual Advisors, LLC | 0.01% | Reduce -3.8% | 55,142 | $508K |
| Northern Trust Corp. | 0.00% | Reduce -7.7% | 53,911 | $497K |
| Geode Capital Management, LLC | 0.00% | No change | 53,270 | $491K |
| Inspire Investing, LLC | 0.04% | Add +8.5% | 50,906 | $469K |
| Spire Wealth Management | 0.01% | Add +16.3% | 45,600 | $420K |
| Almitas Capital LLC | 0.09% | New | 45,000 | $414K |
| Arax Advisory Partners | 0.01% | New | 44,643 | $411K |
| Cetera Investment Advisers | 0.00% | Add +2.9% | 43,562 | $401K |
| Nordwand Advisors, LLC | 0.07% | New | 41,800 | $385K |
| Quantbot Technologies LP | 0.01% | New | 37,261 | $343K |
| Chilton Investment Co. Inc. | 0.01% | No change | 37,020 | $341K |
| Colter Lewis Investment Partners LLC | 0.39% | — | 36,563 | $337K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -16.2% | 36,520 | $336K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -13.7% | 35,805 | $330K |
| Fourpath Capital Management, LLC | 0.04% | No change | 34,299 | $316K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -3.5% | 32,503 | $299K |
| International Assets Investment Management, LLC | 0.02% | Reduce -0.5% | 32,277 | $297K |
| Mackenzie Financial Corp. | 0.00% | Add +3.4% | 32,358 | $297K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -0.3% | 30,426 | $280K |
| NewEdge Wealth, LLC | 0.00% | Add +1.2% | 30,357 | $280K |
| Citadel Advisors | 0.00% | New | 30,331 | $279K |
| Fayez Sarofim & Co | 0.00% | No change | 30,272 | $279K |
| Next Capital Management LLC | 0.09% | Add +13.5% | 29,680 | $273K |
| Stifel Financial Corp. | 0.00% | Reduce -22.6% | 27,907 | $257K |
| Generali Investments CEE, investicni spolecnost, a.s. | 0.02% | No change | 25,251 | $233K |
| Navis Wealth Advisors, LLC | 0.10% | New | 25,000 | $230K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -30.8% | 24,852 | $229K |
| Raymond James Financial Inc. | 0.00% | Reduce -13.8% | 24,765 | $228K |
| CenterStar Asset Management, LLC | 0.35% | Add +60.5% | 24,400 | $225K |
| Miller Global Investments, LLC | 0.20% | — | 23,815 | $219K |
| Lido Advisors, LLC | 0.00% | No change | 21,841 | $211K |
| Fox Run Management, L.L.C. | 0.03% | New | 22,800 | $210K |
| Empower Advisory Group, LLC | 0.00% | No change | 22,206 | $205K |
| Virtu Financial LLC | 0.01% | Add +66.9% | 21,914 | $202K |
"% of holder's portfolio" is NMFC's weight in each manager's 13F, not the share of New Mountain Finance Corp. the manager owns.