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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 28.05% institutional investors, 11.89% insiders, and 60.06% retail investors. Lsv asset management is the largest institutional shareholder, holding 2.44% of NMFC shares. VanEck BDC Income ETF is the top mutual fund, with 2.04% of its assets in New Mountain Finance shares.

NMFC Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockNew Mountain Finance28.05%11.89%60.06%
SectorFinancial Services Stocks 51.64%15.54%32.82%
IndustryAsset Management Stocks52.68%9.46%37.86%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Lsv asset management2.63M2.44%$25.39M
Van eck associates2.59M2.40%$24.97M
Cerity partners2.07M1.92%$19.97M
Jpmorgan chase1.60M1.48%$15.38M
Invesco1.22M1.13%$11.76M
Ubs group1.16M1.07%$11.14M
Dimension capital management1.13M1.05%$10.92M
Morgan stanley827.13K0.77%$7.97M
Transcend capital advisors715.79K0.66%$6.90M
Millennium management711.05K0.66%$7.84M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Muzinich671.06K2.50%$6.47M
Dimension capital management1.13M1.57%$10.92M
Graniteshares advisors271.96K1.52%$2.62M
Tranquility partners316.67K1.03%$3.05M
Rockingstone advisors186.93K0.89%$1.80M
Arlington capital management127.52K0.78%$1.23M
Union bancaire privee, ubp sa28.81K0.59%$41.87M
Transcend capital advisors715.79K0.48%$6.90M
Everstar asset management82.31K0.45%$793.47K
Wealthedge investment advisors96.22K0.35%$927.54K

Top Buyers

HolderShares% AssetsChange
Jpmorgan chase1.60M0.00%363.44K
Wells fargo & company/mn428.89K0.00%192.08K
Millennium management711.05K0.00%191.52K
Invesco1.22M0.00%190.15K
Dimension capital management1.13M1.57%182.41K

Top Sellers

HolderShares% AssetsChange
Cerity partners2.07M0.03%-697.03K
Brandywine global investment management---470.30K
Two sigma advisers, lp604.60K0.01%-449.50K
Allspring global investments---407.20K
Two sigma investments, lp445.10K0.01%-302.88K

New Positions

HolderShares% AssetsChangeValue
Quadrature capital48.49K0.01%48.49K$467.42K
Wiley bros.-aintree capital32.80K0.00%32.80K$316.18K
Lexaurum advisors28.50K0.04%28.50K$274.74K
Bnp paribas arbitrage, snc17.12K0.00%17.12K$165.06K
Arkadios wealth advisors16.00K0.00%16.00K$154.24K

Sold Out

HolderChange
Fmr-2.00
Elequin securities-3.00
Horizon investments-34.00
Sandy spring bank-75.00
Crewe advisors-77.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
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%
Dec 31, 2024160-6.43%31,874,824-8.93%292.81%752.74%47-12.96%
Sep 30, 20241681.82%34,955,340-0.64%322.99%71-14.46%5355.88%
Jun 30, 2024162-7.95%34,755,7331.17%332.90%80-11.11%34-15.00%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
VanEck BDC Income ETF2.17M2.04%-2.06K
Allspring Special Small Cap Value A1.84M1.70%-530.95K
Invesco KBW High Dividend Yld Fincl ETF990.87K0.93%-
iShares Listed Private Eq ETF USD Dist554.38K0.52%-
Putnam BDC Income ETF448.43K0.42%-
GraniteShares HIPS US High Income ETF259.27K0.24%-
LSV Small Cap Value Institutional253.30K0.23%48.80K
First Trust Specialty Finance207.18K0.19%-
Undrly Fid DC L&G Fut Wld Mlt Asst MAGJ207.12K0.19%25.43K
Undrly L&G Pen PMC Diversified203.79K0.19%4.87K

Recent Insider Transactions

DateNameRoleActivityValue
Sep 16, 2025KLINSKY STEVEN B-Buy$834.85K
Sep 16, 2025KLINSKY STEVEN B-Buy$208.72K
Sep 15, 2025Weinstein Adam B. EVP, CAO and DirectorBuy$498.83K
Aug 11, 2025Ogens David-Buy$41.03K
Aug 11, 2025Ogens David-Buy$184.14K

Insider Transactions Trends

DateBuySell
2025 Q37-
2025 Q14-
2024 Q456-
2024 Q31-
2024 Q212

NMFC Ownership FAQ

Who Owns New Mountain Finance?

New Mountain Finance shareholders are primarily institutional investors at 28.05%, followed by 11.89% insiders and 60.06% retail investors. The average institutional ownership in New Mountain Finance's industry, Asset Management Stocks, is 52.68%, 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 (2.63M shares, 2.44%), Van eck associates (2.59M shares, 2.40%), and Cerity partners (2.07M shares, 1.92%). Together, they hold 6.77% 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 2.50% of its assets in 671.06K New Mountain Finance shares, valued at 6.47M$.

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

VanEck BDC Income ETF is the top mutual fund holder of New Mountain Finance shares, with 2.04% of its total shares outstanding invested in 2.17M New Mountain Finance shares.

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