New Mountain Finance Ownership 2024 | Who Owns New Mountain Finance Now?
Institutional Ownership
25.27%
Insider Ownership
10.38%
Retail Ownership
64.35%
Institutional Holders
120.00
New Mountain Finance Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| CERITY PARTNERS LLC | 3.56% | 0.12% | 3,600,932 | 26,332 | 0.74% | 45,623,811 | Mar 31, 2024 |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 3.05% | 0.06% | 3,083,543 | 7,186 | 0.23% | 39,068,490 | Mar 31, 2024 |
| HIGHTOWER ADVISORS, LLC | 3.02% | 0.06% | 3,049,186 | 213,854 | 7.54% | 38,636,000 | Mar 31, 2024 |
| LSV ASSET MANAGEMENT | 2.50% | 0.07% | 2,531,175 | -26,300 | -1.03% | 32,070,000 | Mar 31, 2024 |
| MORGAN STANLEY | 2.09% | 0.00% | 2,115,053 | 44,149 | 2.13% | 26,797,725 | Mar 31, 2024 |
| VAN ECK ASSOCIATES CORP | 1.69% | 0.03% | 1,710,907 | 148,470 | 9.50% | 21,677,000 | Mar 31, 2024 |
| JPMORGAN CHASE & CO | 1.21% | 0.00% | 1,221,145 | -15,834 | -1.28% | 15,471,908 | Mar 31, 2024 |
| TWO SIGMA INVESTMENTS, LP | 1.17% | 0.04% | 1,187,251 | 326,566 | 37.94% | 15,042,470 | Mar 31, 2024 |
| DIMENSION CAPITAL MANAGEMENT LLC | 1.16% | 2.95% | 1,168,159 | -31,422 | -2.62% | 14,800,668 | Mar 31, 2024 |
| TWO SIGMA ADVISERS, LP | 1.02% | 0.03% | 1,033,000 | 285,900 | 38.27% | 13,088,110 | Mar 31, 2024 |
| PALISADE CAPITAL MANAGEMENT, LP | 0.85% | 0.29% | 864,014 | -87,502 | -9.20% | 10,947,057 | Mar 31, 2024 |
| LEGAL & GENERAL GROUP PLC | 0.81% | 0.00% | 821,417 | 34,397 | 4.37% | 10,411,460 | Mar 31, 2024 |
| BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC | 0.55% | 0.05% | 561,026 | 13,109 | 2.39% | 7,108,199 | Mar 31, 2024 |
| BANK OF AMERICA CORP /DE/ | 0.46% | 0.00% | 465,596 | -37,350 | -7.43% | 5,899,104,000 | Mar 31, 2024 |
| MILLENNIUM MANAGEMENT LLC | 0.43% | 0.00% | 433,405 | -68,862 | -13.71% | 5,491,241 | Mar 31, 2024 |
| CLIFFWATER LLC | 0.42% | 1.45% | 425,174 | -320,941 | -43.02% | 5,386,955 | Mar 31, 2024 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 0.41% | 0.07% | 414,282 | 414,282 | 100.00% | 5,248,953 | Mar 31, 2024 |
| BLACKROCK INC. | 0.40% | 0.00% | 405,245 | 80,017 | 24.60% | 5,134,454 | Mar 31, 2024 |
| LINDBROOK CAPITAL, LLC | 0.38% | 0.46% | 387,320 | -5,965 | -1.52% | 4,907,340 | Mar 31, 2024 |
| UBS GROUP AG | 0.37% | 0.00% | 376,227 | 34,323 | 10.04% | 4,766,796 | Mar 31, 2024 |
New Mountain Finance's largest institutional shareholder is CERITY PARTNERS LLC, holding 3.56% of the company's total share outstanding, currently valued at $45.62M. The top 10 institutional shareholders own together 20.47% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| DIMENSION CAPITAL MANAGEMENT LLC | 1.16% | 2.95% | 1,168,159 | -31,422 | -2.62% | 14,800,668 | Mar 31, 2024 |
| MUZINICH & CO., INC. | 0.28% | 2.36% | 278,857 | - | - | 3,547,061 | Mar 31, 2024 |
| CLIFFWATER LLC | 0.42% | 1.45% | 425,174 | -320,941 | -43.02% | 5,386,955 | Mar 31, 2024 |
| TRANQUILITY PARTNERS, LLC | 0.28% | 1.39% | 283,320 | 182,990 | 182.39% | 3,589,667 | Mar 31, 2024 |
| VERITY & VERITY, LLC | 0.08% | 1.14% | 82,690 | 82,690 | 100.00% | 10,049,167 | Mar 31, 2024 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 0.20% | 0.95% | 201,064 | 17,352 | 9.45% | 2,547,481 | Mar 31, 2024 |
| GUILD INVESTMENT MANAGEMENT, INC. | 0.05% | 0.92% | 55,315 | 10 | 0.02% | 720,754 | Mar 31, 2024 |
| GRANITESHARES ADVISORS LLC | 0.13% | 0.88% | 131,683 | 16,758 | 14.58% | 1,668,424 | Mar 31, 2024 |
| OAK FAMILY ADVISORS, LLC | 0.15% | 0.73% | 149,364 | 95,208 | 175.80% | 1,892,442 | Mar 31, 2024 |
| MIDWEST PROFESSIONAL PLANNERS, LTD. | 0.11% | 0.48% | 108,830 | 21,522 | 24.65% | 1,378,881 | Mar 31, 2024 |
| LINDBROOK CAPITAL, LLC | 0.38% | 0.46% | 387,320 | -5,965 | -1.52% | 4,907,340 | Mar 31, 2024 |
| MQS MANAGEMENT LLC | 0.06% | 0.45% | 61,879 | 47,018 | 316.39% | 784,007 | Mar 31, 2024 |
| VIRTUS ETF ADVISERS LLC | 0.05% | 0.36% | 53,359 | 16,862 | 46.20% | 676,059 | Mar 31, 2024 |
| CONDOR CAPITAL MANAGEMENT | 0.27% | 0.34% | 271,667 | 23,902 | 9.65% | 3,442,031 | Mar 31, 2024 |
| KEY CLIENT FIDUCIARY ADVISORS, LLC | 0.05% | 0.33% | 48,500 | -750 | -1.52% | 614,495 | Mar 31, 2024 |
| REUTER JAMES WEALTH MANAGEMENT, LLC | 0.03% | 0.30% | 34,299 | - | - | 434,568 | Mar 31, 2024 |
| PALISADE CAPITAL MANAGEMENT, LP | 0.85% | 0.29% | 864,014 | -87,502 | -9.20% | 10,947,057 | Mar 31, 2024 |
| WFA ASSET MANAGEMENT CORP | 0.04% | 0.27% | 40,504 | -3,645 | -8.26% | 513,189,000 | Mar 31, 2024 |
| COOMBE, BENDER & CO LLC | 0.03% | 0.24% | 31,606 | 305 | 0.97% | 400,452 | Mar 31, 2024 |
| MCKINLEY CAPITAL MANAGEMENT LLC | 0.13% | 0.20% | 133,865 | -5,000 | -3.60% | 1,696,070 | Mar 31, 2024 |
The largest New Mountain Finance shareholder by % of total assets is DIMENSION CAPITAL MANAGEMENT LLC. The company owns 1.17M shares of New Mountain Finance (NMFC), representing 2.95% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 0.41% | 0.07% | 414,282 | 414,282 | 100.00% | 5,248,953 | Mar 31, 2024 |
| TWO SIGMA INVESTMENTS, LP | 1.17% | 0.04% | 1,187,251 | 326,566 | 37.94% | 15,042,470 | Mar 31, 2024 |
| TWO SIGMA ADVISERS, LP | 1.02% | 0.03% | 1,033,000 | 285,900 | 38.27% | 13,088,110 | Mar 31, 2024 |
| MERIT FINANCIAL GROUP, LLC | 0.26% | 0.08% | 259,520 | 259,520 | 100.00% | 3,295,904 | Mar 31, 2024 |
| HIGHTOWER ADVISORS, LLC | 3.02% | 0.06% | 3,049,186 | 213,854 | 7.54% | 38,636,000 | Mar 31, 2024 |
| TRANQUILITY PARTNERS, LLC | 0.28% | 1.39% | 283,320 | 182,990 | 182.39% | 3,589,667 | Mar 31, 2024 |
| MILL CREEK CAPITAL ADVISORS, LLC | 0.15% | 0.05% | 149,000 | 149,000 | 100.00% | 1,887,830 | Mar 31, 2024 |
| VAN ECK ASSOCIATES CORP | 1.69% | 0.03% | 1,710,907 | 148,470 | 9.50% | 21,677,000 | Mar 31, 2024 |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.12% | 0.00% | 119,289 | 119,289 | 100.00% | 1,511,000 | Mar 31, 2024 |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 0.11% | 0.00% | 110,439 | 110,439 | 100.00% | 1,399,262 | Mar 31, 2024 |
| OAK FAMILY ADVISORS, LLC | 0.15% | 0.73% | 149,364 | 95,208 | 175.80% | 1,892,442 | Mar 31, 2024 |
| DYNAMIC TECHNOLOGY LAB PRIVATE LTD | 0.09% | 0.13% | 94,253 | 94,253 | 100.00% | 1,194,000 | Mar 31, 2024 |
| VERITY & VERITY, LLC | 0.08% | 1.14% | 82,690 | 82,690 | 100.00% | 10,049,167 | Mar 31, 2024 |
| LPL FINANCIAL LLC | 0.22% | 0.00% | 219,044 | 81,998 | 59.83% | 2,775,282 | Mar 31, 2024 |
| BLACKROCK INC. | 0.40% | 0.00% | 405,245 | 80,017 | 24.60% | 5,134,454 | Mar 31, 2024 |
| SCHONFELD STRATEGIC ADVISORS LLC | 0.08% | 0.01% | 80,300 | 65,200 | 431.79% | 1,017,401 | Mar 31, 2024 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.06% | 0.00% | 58,500 | 58,500 | 100.00% | 741,195 | Mar 31, 2024 |
| JUMP FINANCIAL, LLC | 0.05% | 0.02% | 49,976 | 49,976 | 100.00% | 633,196 | Mar 31, 2024 |
| AMERIPRISE FINANCIAL INC | 0.20% | 0.00% | 203,494 | 47,955 | 30.83% | 2,578,517 | Mar 31, 2024 |
| MQS MANAGEMENT LLC | 0.06% | 0.45% | 61,879 | 47,018 | 316.39% | 784,007 | Mar 31, 2024 |
As of Mar 31 2024, New Mountain Finance's largest institutional buyer is CONFLUENCE INVESTMENT MANAGEMENT LLC. The company purchased 414.28K stocks of NMFC, valued at $5.25M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| GOLDMAN SACHS GROUP INC | - | - | - | -345,769 | -100.00% | - | Mar 31, 2024 |
| CLIFFWATER LLC | 0.42% | 1.45% | 425,174 | -320,941 | -43.02% | 5,386,955 | Mar 31, 2024 |
| CITADEL ADVISORS LLC | 0.02% | 0.00% | 25,097 | -188,778 | -88.27% | 317,979 | Mar 31, 2024 |
| ACADIAN ASSET MANAGEMENT LLC | 0.17% | 0.01% | 175,901 | -157,981 | -47.32% | 2,223,000 | Mar 31, 2024 |
| ARES MANAGEMENT LLC | - | - | - | -93,088 | -100.00% | - | Mar 31, 2024 |
| PALISADE CAPITAL MANAGEMENT, LP | 0.85% | 0.29% | 864,014 | -87,502 | -9.20% | 10,947,057 | Mar 31, 2024 |
| CYNOSURE MANAGEMENT, LLC | - | - | - | -81,808 | -100.00% | - | Mar 31, 2024 |
| EXODUSPOINT CAPITAL MANAGEMENT, LP | - | - | - | -78,798 | -100.00% | - | Mar 31, 2024 |
| MILLENNIUM MANAGEMENT LLC | 0.43% | 0.00% | 433,405 | -68,862 | -13.71% | 5,491,241 | Mar 31, 2024 |
| CONNECTUS WEALTH, LLC | - | - | - | -63,910 | -100.00% | - | Mar 31, 2024 |
| NEUBERGER BERMAN GROUP LLC | 0.18% | 0.00% | 178,371 | -57,215 | -24.29% | 2,259,960 | Mar 31, 2024 |
| HRT FINANCIAL LP | - | - | - | -45,953 | -100.00% | - | Mar 31, 2024 |
| WINTON GROUP LTD | - | - | - | -40,492 | -100.00% | - | Mar 31, 2024 |
| BANK OF AMERICA CORP /DE/ | 0.46% | 0.00% | 465,596 | -37,350 | -7.43% | 5,899,104,000 | Mar 31, 2024 |
| SIGMA PLANNING CORP | - | - | - | -33,197 | -100.00% | - | Mar 31, 2024 |
| DIMENSION CAPITAL MANAGEMENT LLC | 1.16% | 2.95% | 1,168,159 | -31,422 | -2.62% | 14,800,668 | Mar 31, 2024 |
| LSV ASSET MANAGEMENT | 2.50% | 0.07% | 2,531,175 | -26,300 | -1.03% | 32,070,000 | Mar 31, 2024 |
| ROYAL BANK OF CANADA | 0.12% | 0.00% | 124,225 | -18,695 | -13.08% | 1,573,000 | Mar 31, 2024 |
| WELLS FARGO & COMPANY/MN | 0.23% | 0.00% | 233,095 | -18,291 | -7.28% | 2,953,308,000 | Mar 31, 2024 |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 0.09% | 0.06% | 93,968 | -17,637 | -15.80% | 1,190,575 | Mar 31, 2024 |
As of Mar 31 2024, New Mountain Finance's biggest institutional seller is GOLDMAN SACHS GROUP INC. The company sold -0.35M shares of NMFC, valued at -.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 0.41% | 0.07% | 414,282 | 414,282 | 100.00% | 5,248,953 | Mar 31, 2024 |
| MILL CREEK CAPITAL ADVISORS, LLC | 0.15% | 0.05% | 149,000 | 149,000 | 100.00% | 1,887,830 | Mar 31, 2024 |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.12% | 0.00% | 119,289 | 119,289 | 100.00% | 1,511,000 | Mar 31, 2024 |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 0.11% | 0.00% | 110,439 | 110,439 | 100.00% | 1,399,262 | Mar 31, 2024 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.06% | 0.00% | 58,500 | 58,500 | 100.00% | 741,195 | Mar 31, 2024 |
| ENVESTNET ASSET MANAGEMENT INC | 0.05% | 0.00% | 46,516 | 46,516 | 100.00% | 589,356 | Mar 31, 2024 |
| STABLEFORD CAPITAL II LLC | 0.04% | 0.20% | 39,873 | 39,873 | 100.00% | 505,191 | Mar 31, 2024 |
| CLEARSTEAD ADVISORS, LLC | 0.03% | 0.02% | 25,392 | 25,392 | 100.00% | 319,178,000 | Mar 31, 2024 |
| CIBC PRIVATE WEALTH GROUP, LLC | 0.02% | 0.00% | 19,825 | 19,825 | 100.00% | 249,399,000 | Mar 31, 2024 |
| HARTLINE INVESTMENT CORP/ | 0.02% | 0.04% | 19,704 | 19,704 | 100.00% | 249,649 | Mar 31, 2024 |
| CSENGE ADVISORY GROUP | 0.02% | 0.01% | 17,943 | 17,943 | 100.00% | 227,338 | Mar 31, 2024 |
| VISE TECHNOLOGIES, INC. | 0.02% | 0.04% | 15,384 | 15,384 | 100.00% | 194,915 | Mar 31, 2024 |
| FNY INVESTMENT ADVISERS, LLC | 0.01% | 0.12% | 15,200 | 15,200 | 100.00% | 192,000 | Mar 31, 2024 |
| CETERA ADVISOR NETWORKS LLC | 0.01% | 0.00% | 11,442 | 11,442 | 100.00% | 144,971 | Mar 31, 2024 |
| Y-INTERCEPT (HONG KONG) LTD | 0.01% | 0.01% | 10,702 | 10,702 | 100.00% | 135,594 | Mar 31, 2024 |
| LAZARD ASSET MANAGEMENT LLC | 0.01% | 0.00% | 10,005 | 10,005 | 100.00% | 126,000 | Mar 31, 2024 |
| ENTRYPOINT CAPITAL, LLC | 0.00% | 0.05% | 4,101 | 4,101 | 100.00% | 51,960 | Mar 31, 2024 |
| PINGORA PARTNERS LLC | 0.00% | 0.04% | 4,000 | 4,000 | 100.00% | 50,680 | Mar 31, 2024 |
| NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | 0.00% | 0.00% | 3,894 | 3,894 | 100.00% | 49,336 | Mar 31, 2024 |
| HILLSDALE INVESTMENT MANAGEMENT INC. | 0.00% | 0.00% | 3,140 | 3,140 | 100.00% | 39,784 | Mar 31, 2024 |
| TYLER-STONE WEALTH MANAGEMENT | 0.00% | 0.01% | 1,000 | 1,000 | 100.00% | 12,670 | Mar 31, 2024 |
| PNC FINANCIAL SERVICES GROUP, INC. | 0.00% | - | 500 | 500 | 100.00% | 6,335,000 | Mar 31, 2024 |
| RUSSELL INVESTMENTS GROUP, LTD. | 0.00% | - | 449 | 449 | 100.00% | 5,689 | Mar 31, 2024 |
| TRUVESTMENTS CAPITAL LLC | 0.00% | 0.00% | 155 | 155 | 100.00% | 1,970,000 | Mar 31, 2024 |
| CREWE ADVISORS LLC | 0.00% | 0.00% | 77 | 77 | 100.00% | 976 | Mar 31, 2024 |
New Mountain Finance's largest new institutional shareholder by number of shares is CONFLUENCE INVESTMENT MANAGEMENT LLC, purchased 414.28K shares, valued at $5.25M, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| GOLDMAN SACHS GROUP INC | - | - | - | -345,769 | -100.00% | - | Mar 31, 2024 |
| ARES MANAGEMENT LLC | - | - | - | -93,088 | -100.00% | - | Mar 31, 2024 |
| CYNOSURE MANAGEMENT, LLC | - | - | - | -81,808 | -100.00% | - | Mar 31, 2024 |
| EXODUSPOINT CAPITAL MANAGEMENT, LP | - | - | - | -78,798 | -100.00% | - | Mar 31, 2024 |
| CONNECTUS WEALTH, LLC | - | - | - | -63,910 | -100.00% | - | Mar 31, 2024 |
| HRT FINANCIAL LP | - | - | - | -45,953 | -100.00% | - | Mar 31, 2024 |
| WINTON GROUP LTD | - | - | - | -40,492 | -100.00% | - | Mar 31, 2024 |
| SIGMA PLANNING CORP | - | - | - | -33,197 | -100.00% | - | Mar 31, 2024 |
| SQUAREPOINT OPS LLC | - | - | - | -16,462 | -100.00% | - | Mar 31, 2024 |
| QUANTBOT TECHNOLOGIES LP | - | - | - | -15,766 | -100.00% | - | Mar 31, 2024 |
| GSA CAPITAL PARTNERS LLP | - | - | - | -15,222 | -100.00% | - | Mar 31, 2024 |
| WAMBOLT & ASSOCIATES, LLC | - | - | - | -13,973 | -100.00% | - | Mar 31, 2024 |
| MORTON BROWN FAMILY WEALTH, LLC | - | - | - | -2,771 | -100.00% | - | Mar 31, 2024 |
| SIMPLEX TRADING, LLC | - | - | - | -589 | -100.00% | - | Mar 31, 2024 |
| ADVISORNET FINANCIAL, INC | - | - | - | -265 | -100.00% | - | Mar 31, 2024 |
| CREEKMUR ASSET MANAGEMENT LLC | - | - | - | -207 | -100.00% | - | Mar 31, 2024 |
| WEST FINANCIAL ADVISORS, LLC | - | - | - | -116 | -100.00% | - | Mar 31, 2024 |
| RIGGS ASSET MANAGMENT CO. INC. | - | - | - | -29 | -100.00% | - | Mar 31, 2024 |
| ELEQUIN SECURITIES, LLC | - | - | - | -11 | -100.00% | - | Mar 31, 2024 |
New Mountain Finance's largest sold out institutional shareholder by shares sold is GOLDMAN SACHS GROUP INC, sold -0.35M shares, valued at -, as of undefined.
New Mountain Finance Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| FIRST TRUST SPECIALTY FINANCE & FINANCIAL OPPORTUNITIES FUND | 7.85% | 328,000 | - | - | Nov 30, 2023 |
| DELAWARE GROUP EQUITY FUNDS IV | 0.29% | 295,000 | - | - | Sep 29, 2023 |
| DELAWARE INVESTMENTS DIVIDEND & INCOME FUND, INC | 0.18% | 47,000 | -10,000 | -17.54% | Feb 28, 2023 |
| Delaware Enhanced Global Dividend & Income Fund | 0.16% | 60,000 | -60,000 | -50.00% | Feb 28, 2023 |
| GraniteShares ETF Trust | 0.14% | 119,515 | 4,585 | 3.99% | Sep 30, 2023 |
| ALPS Variable Investment Trust | 0.12% | 34,100 | - | - | Sep 30, 2023 |
| ETFis Series Trust I | 0.03% | 38,812 | -7,517 | -16.23% | Oct 31, 2023 |
| DELAWARE GROUP EQUITY FUNDS V | 0.03% | 274,000 | - | - | Nov 30, 2023 |
| ALLSPRING FUNDS TRUST | 0.02% | 2,528,850 | - | - | Nov 30, 2023 |
| DELAWARE VIP TRUST | 0.01% | 32,000 | - | - | Sep 29, 2023 |
| ADVISORS' INNER CIRCLE FUND | 0.01% | 116,300 | -20,000 | -14.67% | Oct 31, 2023 |
| Natixis Funds Trust II | 0.01% | 84,748 | - | - | Nov 30, 2023 |
| CLEARWATER INVESTMENT TRUST | 0.01% | 61,450 | - | - | Sep 29, 2023 |
| SCM Trust | 0.00% | 11,900 | - | - | Sep 30, 2023 |
| Northern Lights Fund Trust IV | 0.00% | 25,514 | -1,543 | -5.70% | Nov 30, 2023 |
| Partners Group Private Equity (Master Fund), LLC | 0.00% | 223,265 | - | - | Sep 30, 2023 |
| Invesco Exchange-Traded Fund Trust II | 0.00% | 812,997 | - | - | Nov 30, 2023 |
| LoCorr Investment Trust | 0.00% | 74,302 | - | - | Sep 30, 2023 |
| PUTNAM VARIABLE TRUST | 0.00% | 69,243 | - | - | Sep 30, 2023 |
| FINANCIAL INVESTORS TRUST | 0.00% | 137,000 | - | - | Oct 31, 2023 |
| HENNESSY FUNDS TRUST | 0.00% | 3,130 | - | - | Oct 31, 2023 |
| VANGUARD QUANTITATIVE FUNDS | 0.00% | 5,455 | - | - | Sep 30, 2023 |
| OPTIMUM FUND TRUST | 0.00% | 95,300 | - | - | Sep 29, 2023 |
| Aspiriant Trust | 0.00% | 7,433 | - | - | Sep 30, 2023 |
| INVESCO EXCHANGE-TRADED FUND TRUST | 0.00% | 31,430 | -10,715 | -25.42% | Oct 31, 2023 |
| VALIC Co I | 0.00% | 95,885 | - | - | Nov 30, 2023 |
| FIDELITY CONCORD STREET TRUST | 0.00% | 53,270 | - | - | Nov 30, 2023 |
| LITMAN GREGORY FUNDS TRUST | 0.00% | 19,200 | - | - | Sep 30, 2023 |
| RBB FUND, INC. | 0.00% | 6,300 | - | - | Nov 30, 2023 |
| PROSHARES TRUST | 0.00% | 11,563 | -1,652 | -12.50% | Nov 30, 2023 |
| Blackstone Alternative Investment Funds | 0.00% | 5,900 | 5,900 | - | Sep 30, 2023 |
| VanEck ETF Trust | 0.00% | 1,434,802 | 128,265 | 9.82% | Oct 31, 2023 |
| Mercer Funds | 0.00% | 199,800 | - | - | Dec 31, 2023 |
| Brighthouse Funds Trust I | 0.00% | 229,588 | - | - | Sep 30, 2023 |
| Legg Mason Global Asset Management Trust | 0.00% | 18,180 | - | - | Oct 31, 2023 |
| SEI INSTITUTIONAL MANAGED TRUST | 0.00% | 56,007 | 22,317 | 66.24% | Sep 30, 2023 |
| GuideStone Funds | 0.00% | 506,000 | - | - | Sep 29, 2023 |
| WILSHIRE MUTUAL FUNDS INC | 0.00% | 650 | - | - | Sep 30, 2023 |
| SEI INSTITUTIONAL INVESTMENTS TRUST | 0.00% | 48,522 | 13,521 | 38.63% | Nov 30, 2023 |
| JOHN HANCOCK VARIABLE INSURANCE TRUST | 0.00% | 1,898 | - | - | Sep 30, 2023 |
New Mountain Finance's largest mutual fund holder by % of total assets is "FIRST TRUST SPECIALTY FINANCE & FINANCIAL OPPORTUNITIES FUND", owning 328.00K shares, compromising 7.85% of its total assets.
New Mountain Finance Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 31 Mar, 24 | 120 | -26.38% |
| 31 Dec, 23 | 163 | 1.88% |
| 30 Sep, 23 | 160 | 4.58% |
| 30 Jun, 23 | 153 | 4.79% |
| 31 Mar, 23 | 146 | -9.32% |
| 31 Dec, 22 | 161 | 12.59% |
| 30 Sep, 22 | 143 | -9.49% |
| 30 Jun, 22 | 158 | 7.48% |
| 31 Mar, 22 | 147 | 12.21% |
| 31 Dec, 21 | 131 | 7.38% |
| 30 Sep, 21 | 122 | -5.43% |
| 30 Jun, 21 | 129 | 1.57% |
| 31 Mar, 21 | 127 | -4.51% |
| 31 Dec, 20 | 133 | 9.92% |
| 30 Sep, 20 | 121 | -8.33% |
| 30 Jun, 20 | 132 | -12.00% |
| 31 Mar, 20 | 150 | -7.41% |
| 31 Dec, 19 | 162 | 9.46% |
| 30 Sep, 19 | 148 | 5.71% |
| 30 Jun, 19 | 140 | 6.06% |
| 31 Mar, 19 | 132 | 3.94% |
| 31 Dec, 18 | 127 | -1.55% |
| 30 Sep, 18 | 129 | -1.53% |
| 30 Jun, 18 | 131 | -0.76% |
| 31 Mar, 18 | 132 | -3.65% |
| 31 Dec, 17 | 137 | 14.17% |
| 30 Sep, 17 | 120 | -5.51% |
| 30 Jun, 17 | 127 | 4.10% |
| 31 Mar, 17 | 122 | -2.40% |
| 31 Dec, 16 | 125 | 11.61% |
| 30 Sep, 16 | 112 | - |
| 30 Jun, 16 | 112 | 6.67% |
| 31 Mar, 16 | 105 | - |
| 31 Dec, 15 | 105 | 2.94% |
| 30 Sep, 15 | 102 | 5.15% |
| 30 Jun, 15 | 97 | - |
| 31 Mar, 15 | 97 | 1.04% |
| 31 Dec, 14 | 96 | 7.87% |
| 30 Sep, 14 | 89 | -17.59% |
| 30 Jun, 14 | 108 | -2.70% |
| 31 Mar, 14 | 111 | 0.91% |
| 31 Dec, 13 | 110 | 22.22% |
| 30 Sep, 13 | 90 | 3.45% |
| 30 Jun, 13 | 87 | 112.20% |
| 31 Mar, 13 | 41 | 5.13% |
| 31 Dec, 12 | 39 | 21.88% |
| 30 Sep, 12 | 32 | 33.33% |
| 30 Jun, 12 | 24 | 41.18% |
| 31 Mar, 12 | 17 | 21.43% |
| 31 Dec, 11 | 14 | 55.56% |
| 30 Sep, 11 | 9 | -10.00% |
| 30 Jun, 11 | 10 | - |
As of 31 Mar 24, 120 institutions are holding New Mountain Finance's shares, representing a decrease of -26.38% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 31 Mar, 24 | 25,551,052 | -22.29% |
| 31 Dec, 23 | 32,881,999 | 1.64% |
| 30 Sep, 23 | 32,350,663 | 0.11% |
| 30 Jun, 23 | 32,316,451 | 2.08% |
| 31 Mar, 23 | 31,657,325 | -2.59% |
| 31 Dec, 22 | 32,498,697 | 4.28% |
| 30 Sep, 22 | 31,164,590 | -1.74% |
| 30 Jun, 22 | 31,715,446 | 3.50% |
| 31 Mar, 22 | 30,643,388 | 4.06% |
| 31 Dec, 21 | 29,447,694 | -1.64% |
| 30 Sep, 21 | 29,937,912 | -3.76% |
| 30 Jun, 21 | 31,108,570 | -0.23% |
| 31 Mar, 21 | 31,180,148 | -4.44% |
| 31 Dec, 20 | 32,628,853 | -1.47% |
| 30 Sep, 20 | 33,114,948 | 1.53% |
| 30 Jun, 20 | 32,614,687 | -6.50% |
| 31 Mar, 20 | 34,882,474 | -1.91% |
| 31 Dec, 19 | 35,562,710 | 14.40% |
| 30 Sep, 19 | 31,086,030 | 4.47% |
| 30 Jun, 19 | 29,755,472 | 1.81% |
| 31 Mar, 19 | 29,227,376 | 8.47% |
| 31 Dec, 18 | 26,944,938 | -0.53% |
| 30 Sep, 18 | 27,087,209 | -2.70% |
| 30 Jun, 18 | 27,839,055 | -5.63% |
| 31 Mar, 18 | 29,500,281 | -3.36% |
| 31 Dec, 17 | 30,526,535 | 3.27% |
| 30 Sep, 17 | 29,558,853 | -2.75% |
| 30 Jun, 17 | 30,394,323 | 5.81% |
| 31 Mar, 17 | 28,726,249 | 5.20% |
| 31 Dec, 16 | 27,306,574 | 6.82% |
| 30 Sep, 16 | 25,562,332 | 5.47% |
| 30 Jun, 16 | 24,236,728 | 2.60% |
| 31 Mar, 16 | 23,622,413 | -11.64% |
| 31 Dec, 15 | 26,734,391 | 2.47% |
| 30 Sep, 15 | 26,090,526 | -11.83% |
| 30 Jun, 15 | 29,589,674 | -0.07% |
| 31 Mar, 15 | 29,610,322 | 4.97% |
| 31 Dec, 14 | 28,209,306 | 16.09% |
| 30 Sep, 14 | 24,299,702 | -4.38% |
| 30 Jun, 14 | 25,413,842 | 1.46% |
| 31 Mar, 14 | 25,047,284 | 10.37% |
| 31 Dec, 13 | 22,693,995 | 17.54% |
| 30 Sep, 13 | 19,307,593 | 4.04% |
| 30 Jun, 13 | 18,558,252 | 188.26% |
| 31 Mar, 13 | 6,437,942 | 18.05% |
| 31 Dec, 12 | 5,453,655 | 31.94% |
| 30 Sep, 12 | 4,133,543 | 117.25% |
| 30 Jun, 12 | 1,902,663 | 14.02% |
| 31 Mar, 12 | 1,668,668 | 68.23% |
| 31 Dec, 11 | 991,872 | 1.79% |
| 30 Sep, 11 | 974,416 | 19.05% |
| 30 Jun, 11 | 818,505 | - |
New Mountain Finance (NMFC) has 25.55M shares outstanding as of 31 Mar 24, down -22.29% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 31 Mar, 24 | 25.27% | 3.55% |
| 31 Dec, 23 | 26.69% | 2.60% |
| 30 Sep, 23 | 32.05% | 3.13% |
| 30 Jun, 23 | 32.02% | 3.25% |
| 31 Mar, 23 | 31.36% | 2.98% |
| 31 Dec, 22 | 32.43% | 3.39% |
| 30 Sep, 22 | 30.91% | 3.11% |
| 30 Jun, 22 | 31.53% | 3.25% |
| 31 Mar, 22 | 31.14% | 3.37% |
| 31 Dec, 21 | 30.39% | 3.18% |
| 30 Sep, 21 | 30.89% | 2.99% |
| 30 Jun, 21 | 32.13% | 3.10% |
| 31 Mar, 21 | 32.20% | 2.84% |
| 31 Dec, 20 | 33.70% | 2.88% |
| 30 Sep, 20 | 34.20% | 3.01% |
| 30 Jun, 20 | 33.68% | 2.60% |
| 31 Mar, 20 | 36.03% | 2.67% |
| 31 Dec, 19 | 36.73% | 2.88% |
| 30 Sep, 19 | 35.74% | 2.62% |
| 30 Jun, 19 | 36.95% | 2.66% |
| 31 Mar, 19 | 37.25% | 3.16% |
| 31 Dec, 18 | 34.34% | 2.71% |
| 30 Sep, 18 | 35.59% | 2.65% |
| 30 Jun, 18 | 36.66% | 2.43% |
| 31 Mar, 18 | 38.85% | 2.40% |
| 31 Dec, 17 | 40.20% | 2.64% |
| 30 Sep, 17 | 39.05% | 2.40% |
| 30 Jun, 17 | 40.32% | 2.38% |
| 31 Mar, 17 | 41.20% | 2.33% |
| 31 Dec, 16 | 42.06% | 2.62% |
| 30 Sep, 16 | 40.09% | 2.78% |
| 30 Jun, 16 | 37.96% | 2.78% |
| 31 Mar, 16 | 36.95% | 1.84% |
| 31 Dec, 15 | 44.77% | 2.27% |
| 30 Sep, 15 | 44.43% | 1.71% |
| 30 Jun, 15 | 50.95% | 1.95% |
| 31 Mar, 15 | 51.05% | 1.72% |
| 31 Dec, 14 | 54.41% | 2.50% |
| 30 Sep, 14 | 46.67% | 1.92% |
| 30 Jun, 14 | 49.26% | 1.74% |
| 31 Mar, 14 | 53.22% | 2.29% |
| 31 Dec, 13 | 48.22% | 1.88% |
| 30 Sep, 13 | 50.60% | 1.53% |
| 30 Jun, 13 | 57.47% | 8.85% |
| 31 Mar, 13 | 25.48% | 5.47% |
| 31 Dec, 12 | 21.58% | 5.41% |
| 30 Sep, 12 | 19.98% | 6.32% |
| 30 Jun, 12 | 17.79% | 7.31% |
| 31 Mar, 12 | 15.60% | 35.01% |
| 31 Dec, 11 | 6.67% | 8.05% |
| 30 Sep, 11 | 9.11% | 15.56% |
| 30 Jun, 11 | 7.65% | - |
As of 31 Mar 24, New Mountain Finance is held by 25.27% institutional shareholders, representing a 3.55% growth compared to 31 Dec 23.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 31 Mar, 24 | 60 | -23.08% |
| 31 Dec, 23 | 78 | 6.85% |
| 30 Sep, 23 | 73 | 4.29% |
| 30 Jun, 23 | 70 | 9.38% |
| 31 Mar, 23 | 64 | -20.99% |
| 31 Dec, 22 | 81 | 28.57% |
| 30 Sep, 22 | 63 | -20.25% |
| 30 Jun, 22 | 79 | 6.76% |
| 31 Mar, 22 | 74 | 15.63% |
| 31 Dec, 21 | 64 | 8.47% |
| 30 Sep, 21 | 59 | -10.61% |
| 30 Jun, 21 | 66 | 15.79% |
| 31 Mar, 21 | 57 | -14.93% |
| 31 Dec, 20 | 67 | 26.42% |
| 30 Sep, 20 | 53 | -14.52% |
| 30 Jun, 20 | 62 | -21.52% |
| 31 Mar, 20 | 79 | -19.39% |
| 31 Dec, 19 | 98 | 24.05% |
| 30 Sep, 19 | 79 | 11.27% |
| 30 Jun, 19 | 71 | 1.43% |
| 31 Mar, 19 | 70 | 16.67% |
| 31 Dec, 18 | 60 | 3.45% |
| 30 Sep, 18 | 58 | 18.37% |
| 30 Jun, 18 | 49 | -7.55% |
| 31 Mar, 18 | 53 | -24.29% |
| 31 Dec, 17 | 70 | 20.69% |
| 30 Sep, 17 | 58 | -7.94% |
| 30 Jun, 17 | 63 | -3.08% |
| 31 Mar, 17 | 65 | -13.33% |
| 31 Dec, 16 | 75 | 50.00% |
| 30 Sep, 16 | 50 | 4.17% |
| 30 Jun, 16 | 48 | -2.04% |
| 31 Mar, 16 | 49 | -18.33% |
| 31 Dec, 15 | 60 | - |
| 30 Sep, 15 | 60 | 15.38% |
| 30 Jun, 15 | 52 | 15.56% |
| 31 Mar, 15 | 45 | -22.41% |
| 31 Dec, 14 | 58 | 48.72% |
| 30 Sep, 14 | 39 | -42.65% |
| 30 Jun, 14 | 68 | -6.85% |
| 31 Mar, 14 | 73 | - |
| 31 Dec, 13 | 73 | 19.67% |
| 30 Sep, 13 | 61 | -16.44% |
| 30 Jun, 13 | 73 | 170.37% |
| 31 Mar, 13 | 27 | -10.00% |
| 31 Dec, 12 | 30 | - |
| 30 Sep, 12 | 30 | 66.67% |
| 30 Jun, 12 | 18 | 28.57% |
| 31 Mar, 12 | 14 | 7.69% |
| 31 Dec, 11 | 13 | 85.71% |
| 30 Sep, 11 | 7 | -30.00% |
| 30 Jun, 11 | 10 | - |
60 institutional shareholders have increased their position in NMFC stock as of 31 Mar 24 compared to 78 in the previous quarter (a -23.08% decrease).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 31 Mar, 24 | 26 | -42.22% |
| 31 Dec, 23 | 45 | - |
| 30 Sep, 23 | 45 | 9.76% |
| 30 Jun, 23 | 41 | -6.82% |
| 31 Mar, 23 | 44 | 15.79% |
| 31 Dec, 22 | 38 | -2.56% |
| 30 Sep, 22 | 39 | - |
| 30 Jun, 22 | 39 | 30.00% |
| 31 Mar, 22 | 30 | -6.25% |
| 31 Dec, 21 | 32 | -3.03% |
| 30 Sep, 21 | 33 | -21.43% |
| 30 Jun, 21 | 42 | -4.55% |
| 31 Mar, 21 | 44 | -12.00% |
| 31 Dec, 20 | 50 | 8.70% |
| 30 Sep, 20 | 46 | 6.98% |
| 30 Jun, 20 | 43 | -4.44% |
| 31 Mar, 20 | 45 | 55.17% |
| 31 Dec, 19 | 29 | -19.44% |
| 30 Sep, 19 | 36 | -12.20% |
| 30 Jun, 19 | 41 | 32.26% |
| 31 Mar, 19 | 31 | -26.19% |
| 31 Dec, 18 | 42 | 7.69% |
| 30 Sep, 18 | 39 | -18.75% |
| 30 Jun, 18 | 48 | 6.67% |
| 31 Mar, 18 | 45 | 9.76% |
| 31 Dec, 17 | 41 | 5.13% |
| 30 Sep, 17 | 39 | 14.71% |
| 30 Jun, 17 | 34 | 6.25% |
| 31 Mar, 17 | 32 | 10.34% |
| 31 Dec, 16 | 29 | -36.96% |
| 30 Sep, 16 | 46 | 9.52% |
| 30 Jun, 16 | 42 | 16.67% |
| 31 Mar, 16 | 36 | 38.46% |
| 31 Dec, 15 | 26 | 8.33% |
| 30 Sep, 15 | 24 | -14.29% |
| 30 Jun, 15 | 28 | -15.15% |
| 31 Mar, 15 | 33 | 37.50% |
| 31 Dec, 14 | 24 | -33.33% |
| 30 Sep, 14 | 36 | 28.57% |
| 30 Jun, 14 | 28 | -3.45% |
| 31 Mar, 14 | 29 | 11.54% |
| 31 Dec, 13 | 26 | 36.84% |
| 30 Sep, 13 | 19 | 90.00% |
| 30 Jun, 13 | 10 | 66.67% |
| 31 Mar, 13 | 6 | - |
| 31 Dec, 12 | 6 | - |
| 30 Sep, 12 | - | -100.00% |
| 30 Jun, 12 | 5 | 150.00% |
| 31 Mar, 12 | 2 | - |
| 31 Dec, 11 | - | -100.00% |
| 30 Sep, 11 | 2 | - |
| 30 Jun, 11 | - | - |
26 institutional shareholders have reduced their position in NMFC stock as of 31 Mar 24 compared to 45 in the previous quarter (a -42.22% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 31 Mar, 24 | 120 | -26.38% | 25,551,052 | -22.29% | 25.27% | 3.55% | 60 | -23.08% | 26 | -42.22% |
| 31 Dec, 23 | 163 | 1.88% | 32,881,999 | 1.64% | 26.69% | 2.60% | 78 | 6.85% | 45 | - |
| 30 Sep, 23 | 160 | 4.58% | 32,350,663 | 0.11% | 32.05% | 3.13% | 73 | 4.29% | 45 | 9.76% |
| 30 Jun, 23 | 153 | 4.79% | 32,316,451 | 2.08% | 32.02% | 3.25% | 70 | 9.38% | 41 | -6.82% |
| 31 Mar, 23 | 146 | -9.32% | 31,657,325 | -2.59% | 31.36% | 2.98% | 64 | -20.99% | 44 | 15.79% |
| 31 Dec, 22 | 161 | 12.59% | 32,498,697 | 4.28% | 32.43% | 3.39% | 81 | 28.57% | 38 | -2.56% |
| 30 Sep, 22 | 143 | -9.49% | 31,164,590 | -1.74% | 30.91% | 3.11% | 63 | -20.25% | 39 | - |
| 30 Jun, 22 | 158 | 7.48% | 31,715,446 | 3.50% | 31.53% | 3.25% | 79 | 6.76% | 39 | 30.00% |
| 31 Mar, 22 | 147 | 12.21% | 30,643,388 | 4.06% | 31.14% | 3.37% | 74 | 15.63% | 30 | -6.25% |
| 31 Dec, 21 | 131 | 7.38% | 29,447,694 | -1.64% | 30.39% | 3.18% | 64 | 8.47% | 32 | -3.03% |
| 30 Sep, 21 | 122 | -5.43% | 29,937,912 | -3.76% | 30.89% | 2.99% | 59 | -10.61% | 33 | -21.43% |
| 30 Jun, 21 | 129 | 1.57% | 31,108,570 | -0.23% | 32.13% | 3.10% | 66 | 15.79% | 42 | -4.55% |
| 31 Mar, 21 | 127 | -4.51% | 31,180,148 | -4.44% | 32.20% | 2.84% | 57 | -14.93% | 44 | -12.00% |
| 31 Dec, 20 | 133 | 9.92% | 32,628,853 | -1.47% | 33.70% | 2.88% | 67 | 26.42% | 50 | 8.70% |
| 30 Sep, 20 | 121 | -8.33% | 33,114,948 | 1.53% | 34.20% | 3.01% | 53 | -14.52% | 46 | 6.98% |
| 30 Jun, 20 | 132 | -12.00% | 32,614,687 | -6.50% | 33.68% | 2.60% | 62 | -21.52% | 43 | -4.44% |
| 31 Mar, 20 | 150 | -7.41% | 34,882,474 | -1.91% | 36.03% | 2.67% | 79 | -19.39% | 45 | 55.17% |
| 31 Dec, 19 | 162 | 9.46% | 35,562,710 | 14.40% | 36.73% | 2.88% | 98 | 24.05% | 29 | -19.44% |
| 30 Sep, 19 | 148 | 5.71% | 31,086,030 | 4.47% | 35.74% | 2.62% | 79 | 11.27% | 36 | -12.20% |
| 30 Jun, 19 | 140 | 6.06% | 29,755,472 | 1.81% | 36.95% | 2.66% | 71 | 1.43% | 41 | 32.26% |
| 31 Mar, 19 | 132 | 3.94% | 29,227,376 | 8.47% | 37.25% | 3.16% | 70 | 16.67% | 31 | -26.19% |
| 31 Dec, 18 | 127 | -1.55% | 26,944,938 | -0.53% | 34.34% | 2.71% | 60 | 3.45% | 42 | 7.69% |
| 30 Sep, 18 | 129 | -1.53% | 27,087,209 | -2.70% | 35.59% | 2.65% | 58 | 18.37% | 39 | -18.75% |
| 30 Jun, 18 | 131 | -0.76% | 27,839,055 | -5.63% | 36.66% | 2.43% | 49 | -7.55% | 48 | 6.67% |
| 31 Mar, 18 | 132 | -3.65% | 29,500,281 | -3.36% | 38.85% | 2.40% | 53 | -24.29% | 45 | 9.76% |
| 31 Dec, 17 | 137 | 14.17% | 30,526,535 | 3.27% | 40.20% | 2.64% | 70 | 20.69% | 41 | 5.13% |
| 30 Sep, 17 | 120 | -5.51% | 29,558,853 | -2.75% | 39.05% | 2.40% | 58 | -7.94% | 39 | 14.71% |
| 30 Jun, 17 | 127 | 4.10% | 30,394,323 | 5.81% | 40.32% | 2.38% | 63 | -3.08% | 34 | 6.25% |
| 31 Mar, 17 | 122 | -2.40% | 28,726,249 | 5.20% | 41.20% | 2.33% | 65 | -13.33% | 32 | 10.34% |
| 31 Dec, 16 | 125 | 11.61% | 27,306,574 | 6.82% | 42.06% | 2.62% | 75 | 50.00% | 29 | -36.96% |
| 30 Sep, 16 | 112 | - | 25,562,332 | 5.47% | 40.09% | 2.78% | 50 | 4.17% | 46 | 9.52% |
| 30 Jun, 16 | 112 | 6.67% | 24,236,728 | 2.60% | 37.96% | 2.78% | 48 | -2.04% | 42 | 16.67% |
| 31 Mar, 16 | 105 | - | 23,622,413 | -11.64% | 36.95% | 1.84% | 49 | -18.33% | 36 | 38.46% |
| 31 Dec, 15 | 105 | 2.94% | 26,734,391 | 2.47% | 44.77% | 2.27% | 60 | - | 26 | 8.33% |
| 30 Sep, 15 | 102 | 5.15% | 26,090,526 | -11.83% | 44.43% | 1.71% | 60 | 15.38% | 24 | -14.29% |
| 30 Jun, 15 | 97 | - | 29,589,674 | -0.07% | 50.95% | 1.95% | 52 | 15.56% | 28 | -15.15% |
| 31 Mar, 15 | 97 | 1.04% | 29,610,322 | 4.97% | 51.05% | 1.72% | 45 | -22.41% | 33 | 37.50% |
| 31 Dec, 14 | 96 | 7.87% | 28,209,306 | 16.09% | 54.41% | 2.50% | 58 | 48.72% | 24 | -33.33% |
| 30 Sep, 14 | 89 | -17.59% | 24,299,702 | -4.38% | 46.67% | 1.92% | 39 | -42.65% | 36 | 28.57% |
| 30 Jun, 14 | 108 | -2.70% | 25,413,842 | 1.46% | 49.26% | 1.74% | 68 | -6.85% | 28 | -3.45% |
| 31 Mar, 14 | 111 | 0.91% | 25,047,284 | 10.37% | 53.22% | 2.29% | 73 | - | 29 | 11.54% |
| 31 Dec, 13 | 110 | 22.22% | 22,693,995 | 17.54% | 48.22% | 1.88% | 73 | 19.67% | 26 | 36.84% |
| 30 Sep, 13 | 90 | 3.45% | 19,307,593 | 4.04% | 50.60% | 1.53% | 61 | -16.44% | 19 | 90.00% |
| 30 Jun, 13 | 87 | 112.20% | 18,558,252 | 188.26% | 57.47% | 8.85% | 73 | 170.37% | 10 | 66.67% |
| 31 Mar, 13 | 41 | 5.13% | 6,437,942 | 18.05% | 25.48% | 5.47% | 27 | -10.00% | 6 | - |
| 31 Dec, 12 | 39 | 21.88% | 5,453,655 | 31.94% | 21.58% | 5.41% | 30 | - | 6 | - |
| 30 Sep, 12 | 32 | 33.33% | 4,133,543 | 117.25% | 19.98% | 6.32% | 30 | 66.67% | - | -100.00% |
| 30 Jun, 12 | 24 | 41.18% | 1,902,663 | 14.02% | 17.79% | 7.31% | 18 | 28.57% | 5 | 150.00% |
| 31 Mar, 12 | 17 | 21.43% | 1,668,668 | 68.23% | 15.60% | 35.01% | 14 | 7.69% | 2 | - |
| 31 Dec, 11 | 14 | 55.56% | 991,872 | 1.79% | 6.67% | 8.05% | 13 | 85.71% | - | -100.00% |
| 30 Sep, 11 | 9 | -10.00% | 974,416 | 19.05% | 9.11% | 15.56% | 7 | -30.00% | 2 | - |
| 30 Jun, 11 | 10 | - | 818,505 | - | 7.65% | - | 10 | - | - | - |
New Mountain Finance Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
Insider Sells
All Insider Owners Trades
The last insider sell of New Mountain Finance's stock was made by HAMWEE ROBERT on Aug 04 2023, selling 15 shares at $12.86 per share (valued at $192.90). The last insider buy of NMFC was made by Boswerger Laura Holson on May 15 2023, buying 5,000 shares at $11.87 per share (worth $59.35K).
New Mountain Finance Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q1 2023 | 13 | - | - |
| Q4 2022 | 1 | - | - |
| Q3 2022 | 3 | - | - |
| Q2 2022 | 11 | - | - |
| Q1 2022 | - | 2 | - |
| Q4 2021 | - | 1 | - |
| Q3 2021 | 3 | - | - |
| Q1 2021 | 1 | - | - |
| Q4 2020 | 1 | 1 | 100.00% |
| Q3 2020 | 20 | - | - |
| Q2 2020 | 16 | - | - |
| Q1 2020 | 17 | - | - |
| Q4 2019 | 6 | - | - |
| Q3 2019 | 7 | - | - |
| Q1 2019 | 1 | - | - |
| Q4 2018 | 10 | - | - |
| Q3 2018 | 10 | - | - |
| Q1 2018 | 18 | - | - |
| Q4 2017 | 17 | - | - |
| Q2 2017 | 2 | - | - |
13 total buy trades, and 0 total sell trades (buy/sell ratio of 0%) were made by New Mountain Finance's insiders, as of Q1 2023.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q1 2023 | 13 | - | - |
| Q4 2022 | 1 | - | - |
| Q3 2022 | 3 | - | - |
| Q2 2022 | 11 | - | - |
| Q1 2022 | - | - | - |
| Q4 2021 | - | - | - |
| Q3 2021 | 3 | - | - |
| Q1 2021 | 1 | - | - |
| Q4 2020 | 1 | - | - |
| Q3 2020 | 20 | - | - |
| Q2 2020 | 16 | - | - |
| Q1 2020 | 17 | - | - |
| Q4 2019 | 6 | - | - |
| Q3 2019 | 7 | - | - |
| Q1 2019 | 1 | - | - |
| Q4 2018 | 10 | - | - |
| Q3 2018 | 10 | - | - |
| Q1 2018 | 18 | - | - |
| Q4 2017 | 13 | - | - |
| Q2 2017 | 2 | - | - |
As of Q1 2023, Insider owners conducted 13 open market buy trades and 0 open market sell trades of New Mountain Finance's stocks.
New Mountain Finance Peer Ownership
NMFC Ownership FAQ
Who Owns New Mountain Finance?
New Mountain Finance is owned by institutional shareholders (25.27%), insiders (10.38%), and public (64.35%). The largest institutional shareholder of New Mountain Finance is CERITY PARTNERS LLC (3.56% of total shares) and the top mutual fund owner is FIRST TRUST SPECIALTY FINANCE & FINANCIAL OPPORTUNITIES FUND (7.85% of total shares).
Who are the major institutional shareholders of New Mountain Finance?
New Mountain Finance's major institutional shareholders are CERITY PARTNERS LLC, ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC, HIGHTOWER ADVISORS, LLC, LSV ASSET MANAGEMENT, and MORGAN STANLEY. The top five shareholders own together 14.22% of the company's share outstanding.
How many New Mountain Finance shareholders are there?
As of Mar 2024, there are 120 institutional shareholders of New Mountain Finance.
What percentage of New Mountain Finance is owned by CERITY PARTNERS LLC?
CERITY PARTNERS LLC owns 3.6M shares of New Mountain Finance, representing 3.56% of the company's total shares outstanding, valued at $45.62M (as of Mar 2024).
What percentage of New Mountain Finance is owned by ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC?
As of Mar 2024, ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC holds 3.08M shares of New Mountain Finance (NMFC), compromising 3.05% of the company, valued at $39.07M.
What percentage of New Mountain Finance is owned by HIGHTOWER ADVISORS, LLC?
HIGHTOWER ADVISORS, LLC is the third largest holder of New Mountain Finance. The company owns 3.05M of the company's shares outstanding (worth $38.64M).