Who Owns New Mountain Finance Corporation (NMFC)?Hedge Fund & Institutional Holders

$7.83-0.07 (-0.88%)Financial ServicesNASDAQ

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

2.8906389539005356e+281%

QoQ Change in Holders

+12 / -6

Price History

$7.65$8.79$9.94$11.08$12.22Sep 24Jun 25Mar 26

NMFC — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
RIVERNORTH CAPITAL MANAGEMENT, LLCNew Position+1.3M+$12.3B
Muzinich & Co., Inc.New Position+849K+$7.8B
Sumitomo Mitsui Trust Group, Inc.New Position+690K+$6.4B
Hennion & Walsh Asset Management, Inc.New Position+563K+$5.2B
Truffle Hound Capital, LLCNew Position+550K+$5.1B
TRANSCEND CAPITAL ADVISORS, LLCNew Position+421K+$3.9B
Universal- Beteiligungs- und Servicegesellschaft mbHNew Position+344K+$3.2B
UBS Group AGIncreased+386K+$3.1B
JPMORGAN CHASE & COIncreased+443K+$2.6B
Russell Investments Group, Ltd.Increased+298K+$2.5B
Tranquility Partners, LLCNew Position+268K+$2.5B
Focus Partners WealthNew Position+317K+$2.0B
GraniteShares Advisors LLCNew Position+294K+$2.0B
Naviter Wealth, LLCNew Position+158K+$1.5B
MILLENNIUM MANAGEMENT LLCNew Position+187K+$1.0B

NMFC — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Union Bancaire Privee, UBP SADecreased-6K-$9.9B
HighTower Advisors, LLCDecreased-3K-$5.0B
TWO SIGMA ADVISERS, LPDecreased-330K-$3.8B
LPL Financial LLCDecreased-33K-$2.6B
Kovitz Investment Group Partners, LLCClosed Position-239K-$2.3B
PALISADE CAPITAL MANAGEMENT, LPDecreased-195K-$2.0B
Rockingstone Advisors LLCClosed Position-187K-$1.8B
Advisors Asset Management, Inc.Decreased-53K-$1.2B
Arlington Capital Management, Inc.Closed Position-128K-$1.2B
WELLS FARGO & COMPANY/MNDecreased-71K-$1.1B
Dorsey & Whitney Trust CO LLCClosed Position-112K-$1.1B
ROYAL BANK OF CANADADecreased-32K-$922.0M
MACQUARIE GROUP LTDClosed Position-95K-$919.0M
Invesco Ltd.Decreased-29K-$796.0M
Everstar Asset Management, LLCClosed Position-82K-$793.5M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Union Bancaire Privee, UBP SA22,392$32.0B379.36%Share
2JPMORGAN CHASE & CO1,999,526$18.0B1.13%Share
3UBS Group AG1,524,639$14.0B2.28%Share
4RIVERNORTH CAPITAL MANAGEMENT, LLC1,338,277$12.3B0.58%Share
5Invesco Ltd.1,190,357$11.0B1.68%Share
6Muzinich & Co., Inc.849,437$7.8B2.46%Share
7Sumitomo Mitsui Trust Group, Inc.690,497$6.4B3.73%Share
8Legal & General Group Plc742,423$6.0B1.33%Share
9ARES MANAGEMENT LLC602,575$5.5B0.32%Share
10Hennion & Walsh Asset Management, Inc.562,980$5.2B0.18%Share
11Truffle Hound Capital, LLC550,000$5.1B1.32%Share
12TWO SIGMA INVESTMENTS, LP586,617$5.0B7.05%Share
13FRANKLIN RESOURCES INC455,022$4.0B0.98%Share
14TRANSCEND CAPITAL ADVISORS, LLC420,509$3.9B0.30%Share
15Universal- Beteiligungs- und Servicegesellschaft mbH344,000$3.2B5.14%Share
16Russell Investments Group, Ltd.350,366$3.0B3.27%Share
17OSAIC HOLDINGS, INC.428,231$3.0B4.38%Share
18PALISADE CAPITAL MANAGEMENT, LP284,699$2.6B0.08%Share
19Tranquility Partners, LLC268,073$2.5B0.89%Share
20TWO SIGMA ADVISERS, LP275,000$2.0B3.89%Share
21Focus Partners Wealth317,189$2.0B2.28%Share
22GraniteShares Advisors LLC293,799$2.0B1.22%Share
23AMERIPRISE FINANCIAL INC292,471$2.0B0.45%Share
24WELLS FARGO & COMPANY/MN242,030$2.0B0.36%Share
25CONFLUENCE INVESTMENT MANAGEMENT LLC196,789$1.8B27.15%Share
26Naviter Wealth, LLC157,881$1.5B0.19%Share
27XTX Topco Ltd187,632$1.0B0.03%Share
28WELLS FARGO & COMPANY/MN109,682$1.0B0.18%Share
29Advisors Asset Management, Inc.178,778$1.0B16.79%Share
30MILLENNIUM MANAGEMENT LLC186,965$1.0B0.42%Share
31Neuberger Berman Group LLC114,207$1.0B0.74%Share
32BANK OF AMERICA CORP /DE/134,347$1.0B0.07%Share
33D. E. Shaw & Co., Inc.118,585$1.0B0.55%Share
34GOLDMAN SACHS GROUP INC204,933$1.0B0.12%Share
35CONFLUENCE INVESTMENT MANAGEMENT LLC97,976$902.0M13.52%Share
36L & S Advisors Inc805,000$817.0M0.08%Share
37Virtus Investment Advisers, LLC85,862$790.0M0.21%Share
38Mutual Advisors, LLC55,142$507.0M0.01%Share
39Spire Wealth Management45,600$419.0M0.01%Share
40Nordwand Advisors, LLC41,800$384.0M0.07%Share
41Farther Finance Advisors, LLC36,520$336.0M3.60%Share
42FOURPATH CAPITAL MANAGEMENT, LLC34,299$315.0M0.04%Share
43OPPENHEIMER & CO INC32,503$299.0M4.25%Share
44INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC32,277$297.0M0.02%Share
45Next Capital Management LLC29,680$273.0M0.09%Share
46Generali Investments CEE, investicni spolecnost, a.s.25,251$232.0M0.02%Share
47Navis Wealth Advisors, LLC25,000$230.0M0.10%Share
48CenterStar Asset Management, LLC24,400$224.0M0.06%Share
49PFG Investments, LLC20,600$189.0M0.01%Share
50WEALTHEDGE INVESTMENT ADVISORS, LLC20,477$188.0M0.07%Share

NMFC Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025166$179.6B+48
Q3 2025118$161.4B-20
Q2 2025138$217.9B-25
Q1 2025163$254.1B+5
Q4 2024158$2.7T+27
Q3 2024131$7.7T+7
Q2 2024124$5.8T-7
Q1 2024131$5.3T—

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As of Q4 2025, 50 institutional investors hold NMFC (New Mountain Finance Corporation). The largest holder is Union Bancaire Privee, UBP SA with $32.0B in shares. This quarter, 12 institutions opened new positions and 6 closed their positions.

Frequently Asked Questions

How many hedge funds own NMFC?

As of Q4 2025, 50 institutional investors report holding NMFC (New Mountain Finance Corporation) in their 13F filings.

Who is the largest institutional holder of NMFC?

The largest institutional holder of NMFC is Union Bancaire Privee, UBP SA with $32.0B in shares.

Is institutional ownership of NMFC increasing or decreasing?

This quarter, 12 institutions opened new positions in NMFC and 6 closed their positions.