New Mountain Finance Ownership | Who Owns New Mountain Finance?

Overview Forecast RevenueFinancials Chart Transcripts

New Mountain Finance Ownership Summary

New Mountain Finance is owned by 0.86% institutional investors, 11.71% insiders, and 87.43% retail investors. Cerity partners is the largest institutional shareholder, holding 3.42% of NMFC shares. VanEck BDC Income ETF is the top mutual fund, with 2.02% of its assets in New Mountain Finance shares.

NMFC Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	New Mountain Finance	0.86%	11.71%	87.43%
Sector	Financial Services Stocks	71.97%	15.45%	12.58%
Industry	Asset Management Stocks	32.52%	9.69%	57.79%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Cerity partners	3.69M	3.42%	$41.51M
Hightower advisors	2.65M	2.46%	$29.85M
Lsv asset management	2.42M	2.24%	$27.22M
Van eck associates	2.34M	2.17%	$26.38M
Morgan stanley	1.96M	1.89%	$23.99M
Jpmorgan chase	1.24M	1.15%	$13.95M
Dimension capital management	1.08M	1.04%	$13.22M
Invesco	985.92K	0.91%	$11.10M
Two sigma advisers, lp	959.27K	0.89%	$10.80M
Legal & general group	713.98K	0.66%	$8.04M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Mqs management	10.89K	3.49%	$122.67K
Muzinich	325.29K	3.04%	$3.98M
Dimension capital management	1.08M	2.69%	$13.22M
Graniteshares advisors	218.41K	1.56%	$2.46M
Rockingstone advisors	282.11K	1.40%	$3.18M
Prevail innovative wealth advisors	178.37K	0.58%	$2.01M
Midwest professional planners	141.83K	0.48%	$1.60M
Tranquility partners	90.87K	0.42%	$1.12M
Mckinley capital management	135.75K	0.29%	$1.66M
Key client fiduciary advisors	49.39K	0.25%	$556.10K

Top Buyers

Holder	Shares	% Assets	Change
Invesco	985.92K	0.00%	937.33K
Millennium management	711.05K	0.00%	191.52K
Franklin resources	362.75K	0.00%	138.86K
Rockingstone advisors	282.11K	1.40%	124.60K
Ubs group	575.25K	0.00%	120.27K

Top Sellers

Holder	Shares	% Assets	Change
Hightower advisors	2.65M	0.04%	-725.62K
Brandywine global investment management	-	-	-470.30K
Allspring global investments	-	-	-407.20K
International assets investment management	31.26K	0.03%	-343.23K
Tranquility partners	90.87K	0.42%	-307.47K

New Positions

Holder	Shares	% Assets	Change	Value
Raymond james financial	83.80K	0.00%	83.80K	$943.64K
Verition fund management	26.90K	0.00%	26.90K	$302.89K
Ae wealth management	11.21K	0.00%	11.21K	$126.24K
Mqs management	10.89K	3.49%	10.89K	$122.67K
Mai capital management	5.03K	0.00%	5.03K	$56.68K

Sold Out

Holder	Change
Fmr	-2.00
Elequin securities	-2.00
Horizon investments	-34.00
Tower research capital llc (trc)	-42.00
Sandy spring bank	-75.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Mar 31, 2025	5	-97.09%	929,591	-97.26%	-	0.09%	2	-97.62%	3	-94.00%
Dec 31, 2024	160	-6.43%	31,874,824	-8.93%	29	2.81%	75	2.74%	47	-12.96%
Sep 30, 2024	168	1.82%	34,955,340	-0.64%	32	2.99%	71	-14.46%	53	55.88%
Jun 30, 2024	162	-7.95%	34,755,733	1.17%	33	2.90%	80	-11.11%	34	-15.00%
Mar 31, 2024	176	3.53%	34,353,817	2.50%	33	4.59%	90	9.76%	40	-11.11%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
VanEck BDC Income ETF	2.18M	2.02%	-4.81K
Allspring Special Small Cap Value A	1.84M	1.70%	-530.95K
Invesco KBW High Dividend Yld Fincl ETF	988.39K	0.92%	5.61K
Putnam BDC Income ETF	632.27K	0.59%	4.80K
iShares Listed Private Eq ETF USD Dist	562.55K	0.53%	-
LSV Small Cap Value Institutional	253.30K	0.23%	48.80K
GraniteShares HIPS US High Income ETF	245.19K	0.23%	-
Accelerate Divers Crdt Inc ETF	210.29K	0.20%	114.37K
First Trust Specialty Finance	208.14K	0.19%	-6.89K
Undrly Fid DC L&G Fut Wld Mlt Asst MAGJ	207.12K	0.19%	25.43K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Aug 11, 2025	Ogens David	-	Buy	$184.14K
Aug 11, 2025	Ogens David	-	Buy	$41.03K
Aug 11, 2025	Ogens David	-	Buy	$40.88K
Aug 07, 2025	Corbett Kris	CFO and Treasurer	Buy	$7.60K
Mar 07, 2025	Ogens David	-	Buy	$56.50K

Insider Transactions Trends

Date	Buy	Sell
2025 Q3	4	-
2025 Q1	4	-
2024 Q4	56	-
2024 Q3	1	-
2024 Q2	1	2

NMFC Ownership FAQ

Who Owns New Mountain Finance?

New Mountain Finance shareholders are primarily institutional investors at 0.86%, followed by 11.71% insiders and 87.43% retail investors. The average institutional ownership in New Mountain Finance's industry, Asset Management Stocks, is 32.52%, which New Mountain Finance falls below.

Who owns the most shares of New Mountain Finance?

New Mountain Finance’s largest shareholders are Cerity partners (3.69M shares, 3.42%), Hightower advisors (2.65M shares, 2.46%), and Lsv asset management (2.42M shares, 2.24%). Together, they hold 8.12% 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?

Mqs management is New Mountain Finance’s biggest shareholder by percentage of total assets invested, with 3.49% of its assets in 10.89K New Mountain Finance shares, valued at 122.67K$.

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 2.02% of its total shares outstanding invested in 2.18M New Mountain Finance shares.

Try Tickergate Pro Free

Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)

Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis

Discover trending investment themes
Find your next best investment
Research stocks using tools