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New Mountain Finance Ownership | Who Owns New Mountain Finance?

OverviewForecastRevenueFinancialsChartTranscripts

New Mountain Finance Ownership Summary

New Mountain Finance is owned by 25.98% institutional investors, 15.49% insiders, and 58.52% retail investors. Lsv asset management is the largest institutional shareholder, holding 2.85% of NMFC shares. Invesco KBW High Dividend Yld Fincl ETF is the top mutual fund, with 2.17% of its assets in New Mountain Finance shares.

NMFC Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockNew Mountain Finance25.98%15.49%58.52%
SectorFinancial Services Stocks 37.04%15.58%47.38%
IndustryAsset Management Stocks49.02%11.57%39.41%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Lsv asset management3.02M2.85%$23.45M
Invesco2.14M2.02%$16.60M
Ubs group2.09M1.97%$16.23M
Van eck associates1.80M1.69%$13.94M
Dimension capital management1.16M1.09%$8.97M
Russell investments group938.68K0.88%$7.28M
Cerity partners872.84K0.82%$6.77M
Ci private wealth871.30K0.82%$6.76M
Muzinich848.92K0.80%$6.59M
Two sigma investments, lp836.46K0.79%$6.49M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Muzinich848.92K2.30%$6.59M
Graniteshares advisors263.63K1.47%$2.05M
Dimension capital management1.16M1.26%$8.97M
Tranquility partners316.75K0.93%$2.46M
Mckinley capital management135.75K0.29%$1.66M
Wfa asset management40.71K0.27%$487.66K
Coombe, bender32.46K0.23%$397.28K
North ground capital25.00K0.23%$194.00K
Virtus investment advisers89.47K0.19%$694.29K
Transcend capital advisors271.16K0.17%$2.10M

Top Buyers

HolderShares% AssetsChange
Invesco2.14M0.00%949.32K
Russell investments group938.68K0.01%588.31K
Ubs group2.09M0.00%550.15K
Two sigma investments, lp836.46K0.01%249.84K
D. e. shaw347.52K0.00%228.94K

Top Sellers

HolderShares% AssetsChange
Jpmorgan chase69.60K--1.97M
Rivernorth capital management---1.34M
Ares management---602.58K
Truffle hound capital---550.00K
Van eck associates1.80M0.01%-542.94K

New Positions

HolderShares% AssetsChangeValue
Cerberus capital management145.00K0.04%145.00K$1.13M
Balyasny asset management136.06K0.00%136.06K$1.06M
Mirabella financial services llp31.63K0.02%31.63K$245.47K
Y-intercept (hong kong)30.40K0.00%30.40K$235.94K
Mqs management28.90K0.15%28.90K$224.23K

Sold Out

HolderChange
Fmr-2.00
Elequin securities-3.00
Barclays-10.00
Horizon investments-34.00
Sandy spring bank-75.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Mar 31, 2026153-10.53%27,581,187-18.17%252.57%58-32.56%545.88%
Dec 31, 202554-66.25%8,954,965-68.71%81.20%22-68.57%17-65.31%
Sep 30, 202569-57.67%12,841,602-57.58%111.51%32-60.00%19-62.75%
Jun 30, 2025163-1.21%30,221,174-5.63%283.18%793.95%526.12%
Mar 31, 20255-97.09%929,591-97.26%-0.09%2-97.62%3-94.00%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Invesco KBW High Dividend Yld Fincl ETF2.14M2.17%-
Allspring Special Small Cap Value A1.84M1.70%-530.95K
VanEck BDC Income ETF1.53M1.55%4.33K
Putnam BDC Income ETF448.43K0.42%-
iShares Listed Private Eq ETF USD Dist352.53K0.37%-
GraniteShares HIPS US High Income ETF276.33K0.28%-
RiverNorth Doubleline Strategic Inc I282.64K0.28%282.64K
BankInvest Børsnoterede Alt. Akk. W213.57K0.22%6.95K
Mercer US Small/Mid Cap Equity Y3199.80K0.20%-
First Trust Specialty Finance191.90K0.19%-

Recent Insider Transactions

DateNameRoleActivityValue
Mar 17, 2026Weinstein Adam B. EVP, CAO and DirectorBuy$98.16K
Mar 10, 2026KLINSKY STEVEN B Buy$600.42K
Mar 11, 2026KLINSKY STEVEN B Buy$1.48M
Mar 10, 2026KLINSKY STEVEN B Buy$1.20M
Mar 11, 2026KLINSKY STEVEN B Buy$741.24K

Insider Transactions Trends

DateBuySell
2026 Q120-
2025 Q37-
2025 Q14-
2024 Q456-
2024 Q31-

NMFC Ownership FAQ

Who Owns New Mountain Finance?

New Mountain Finance shareholders are primarily institutional investors at 25.98%, followed by 15.49% insiders and 58.53% retail investors. The average institutional ownership in New Mountain Finance's industry, Asset Management Stocks, is 49.02%, which New Mountain Finance falls below.

Who owns the most shares of New Mountain Finance?

New Mountain Finance’s largest shareholders are Lsv asset management (3.02M shares, 2.85%), Invesco (2.14M shares, 2.02%), and Ubs group (2.09M shares, 1.97%). Together, they hold 6.83% of New Mountain Finance’s total shares outstanding.

Does Blackrock own New Mountain Finance?

BlackRock is not among the top 10 institutional shareholders of New Mountain Finance.

Who is New Mountain Finance’s biggest shareholder by percentage of total assets invested?

Muzinich is New Mountain Finance’s biggest shareholder by percentage of total assets invested, with 2.30% of its assets in 848.92K New Mountain Finance shares, valued at 6.59M$.

Who is the top mutual fund holder of New Mountain Finance shares?

Invesco KBW High Dividend Yld Fincl ETF is the top mutual fund holder of New Mountain Finance shares, with 2.17% of its total shares outstanding invested in 2.14M New Mountain Finance shares.

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