New Mountain Finance Ownership 2024 | Who Owns New Mountain Finance Now?


OverviewRevenueFinancialsChartTranscripts

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 AssetsCurrent SharesChange AmountChange %Market ValueDate
CERITY PARTNERS LLC3.56%0.12%3,600,93226,3320.74%45,623,811Mar 31, 2024
ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC3.05%0.06%3,083,5437,1860.23%39,068,490Mar 31, 2024
HIGHTOWER ADVISORS, LLC3.02%0.06%3,049,186213,8547.54%38,636,000Mar 31, 2024
LSV ASSET MANAGEMENT2.50%0.07%2,531,175-26,300-1.03%32,070,000Mar 31, 2024
MORGAN STANLEY2.09%0.00%2,115,05344,1492.13%26,797,725Mar 31, 2024
VAN ECK ASSOCIATES CORP1.69%0.03%1,710,907148,4709.50%21,677,000Mar 31, 2024
JPMORGAN CHASE & CO1.21%0.00%1,221,145-15,834-1.28%15,471,908Mar 31, 2024
TWO SIGMA INVESTMENTS, LP1.17%0.04%1,187,251326,56637.94%15,042,470Mar 31, 2024
DIMENSION CAPITAL MANAGEMENT LLC1.16%2.95%1,168,159-31,422-2.62%14,800,668Mar 31, 2024
TWO SIGMA ADVISERS, LP1.02%0.03%1,033,000285,90038.27%13,088,110Mar 31, 2024
PALISADE CAPITAL MANAGEMENT, LP0.85%0.29%864,014-87,502-9.20%10,947,057Mar 31, 2024
LEGAL & GENERAL GROUP PLC0.81%0.00%821,41734,3974.37%10,411,460Mar 31, 2024
BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC0.55%0.05%561,02613,1092.39%7,108,199Mar 31, 2024
BANK OF AMERICA CORP /DE/0.46%0.00%465,596-37,350-7.43%5,899,104,000Mar 31, 2024
MILLENNIUM MANAGEMENT LLC0.43%0.00%433,405-68,862-13.71%5,491,241Mar 31, 2024
CLIFFWATER LLC0.42%1.45%425,174-320,941-43.02%5,386,955Mar 31, 2024
CONFLUENCE INVESTMENT MANAGEMENT LLC0.41%0.07%414,282414,282100.00%5,248,953Mar 31, 2024
BLACKROCK INC.0.40%0.00%405,24580,01724.60%5,134,454Mar 31, 2024
LINDBROOK CAPITAL, LLC0.38%0.46%387,320-5,965-1.52%4,907,340Mar 31, 2024
UBS GROUP AG0.37%0.00%376,22734,32310.04%4,766,796Mar 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 AssetsCurrent SharesChange AmountChange %Market ValueDate
DIMENSION CAPITAL MANAGEMENT LLC1.16%2.95%1,168,159-31,422-2.62%14,800,668Mar 31, 2024
MUZINICH & CO., INC.0.28%2.36%278,857--3,547,061Mar 31, 2024
CLIFFWATER LLC0.42%1.45%425,174-320,941-43.02%5,386,955Mar 31, 2024
TRANQUILITY PARTNERS, LLC0.28%1.39%283,320182,990182.39%3,589,667Mar 31, 2024
VERITY & VERITY, LLC0.08%1.14%82,69082,690100.00%10,049,167Mar 31, 2024
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC0.20%0.95%201,06417,3529.45%2,547,481Mar 31, 2024
GUILD INVESTMENT MANAGEMENT, INC.0.05%0.92%55,315100.02%720,754Mar 31, 2024
GRANITESHARES ADVISORS LLC0.13%0.88%131,68316,75814.58%1,668,424Mar 31, 2024
OAK FAMILY ADVISORS, LLC0.15%0.73%149,36495,208175.80%1,892,442Mar 31, 2024
MIDWEST PROFESSIONAL PLANNERS, LTD.0.11%0.48%108,83021,52224.65%1,378,881Mar 31, 2024
LINDBROOK CAPITAL, LLC0.38%0.46%387,320-5,965-1.52%4,907,340Mar 31, 2024
MQS MANAGEMENT LLC0.06%0.45%61,87947,018316.39%784,007Mar 31, 2024
VIRTUS ETF ADVISERS LLC0.05%0.36%53,35916,86246.20%676,059Mar 31, 2024
CONDOR CAPITAL MANAGEMENT0.27%0.34%271,66723,9029.65%3,442,031Mar 31, 2024
KEY CLIENT FIDUCIARY ADVISORS, LLC0.05%0.33%48,500-750-1.52%614,495Mar 31, 2024
REUTER JAMES WEALTH MANAGEMENT, LLC0.03%0.30%34,299--434,568Mar 31, 2024
PALISADE CAPITAL MANAGEMENT, LP0.85%0.29%864,014-87,502-9.20%10,947,057Mar 31, 2024
WFA ASSET MANAGEMENT CORP0.04%0.27%40,504-3,645-8.26%513,189,000Mar 31, 2024
COOMBE, BENDER & CO LLC0.03%0.24%31,6063050.97%400,452Mar 31, 2024
MCKINLEY CAPITAL MANAGEMENT LLC0.13%0.20%133,865-5,000-3.60%1,696,070Mar 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 AssetsCurrent SharesChange AmountChange %Market ValueDate
CONFLUENCE INVESTMENT MANAGEMENT LLC0.41%0.07%414,282414,282100.00%5,248,953Mar 31, 2024
TWO SIGMA INVESTMENTS, LP1.17%0.04%1,187,251326,56637.94%15,042,470Mar 31, 2024
TWO SIGMA ADVISERS, LP1.02%0.03%1,033,000285,90038.27%13,088,110Mar 31, 2024
MERIT FINANCIAL GROUP, LLC0.26%0.08%259,520259,520100.00%3,295,904Mar 31, 2024
HIGHTOWER ADVISORS, LLC3.02%0.06%3,049,186213,8547.54%38,636,000Mar 31, 2024
TRANQUILITY PARTNERS, LLC0.28%1.39%283,320182,990182.39%3,589,667Mar 31, 2024
MILL CREEK CAPITAL ADVISORS, LLC0.15%0.05%149,000149,000100.00%1,887,830Mar 31, 2024
VAN ECK ASSOCIATES CORP1.69%0.03%1,710,907148,4709.50%21,677,000Mar 31, 2024
COMMONWEALTH EQUITY SERVICES, LLC0.12%0.00%119,289119,289100.00%1,511,000Mar 31, 2024
ROCKEFELLER CAPITAL MANAGEMENT L.P.0.11%0.00%110,439110,439100.00%1,399,262Mar 31, 2024
OAK FAMILY ADVISORS, LLC0.15%0.73%149,36495,208175.80%1,892,442Mar 31, 2024
DYNAMIC TECHNOLOGY LAB PRIVATE LTD0.09%0.13%94,25394,253100.00%1,194,000Mar 31, 2024
VERITY & VERITY, LLC0.08%1.14%82,69082,690100.00%10,049,167Mar 31, 2024
LPL FINANCIAL LLC0.22%0.00%219,04481,99859.83%2,775,282Mar 31, 2024
BLACKROCK INC.0.40%0.00%405,24580,01724.60%5,134,454Mar 31, 2024
SCHONFELD STRATEGIC ADVISORS LLC0.08%0.01%80,30065,200431.79%1,017,401Mar 31, 2024
SUSQUEHANNA INTERNATIONAL GROUP, LLP0.06%0.00%58,50058,500100.00%741,195Mar 31, 2024
JUMP FINANCIAL, LLC0.05%0.02%49,97649,976100.00%633,196Mar 31, 2024
AMERIPRISE FINANCIAL INC0.20%0.00%203,49447,95530.83%2,578,517Mar 31, 2024
MQS MANAGEMENT LLC0.06%0.45%61,87947,018316.39%784,007Mar 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 AssetsCurrent SharesChange AmountChange %Market ValueDate
GOLDMAN SACHS GROUP INC----345,769-100.00%-Mar 31, 2024
CLIFFWATER LLC0.42%1.45%425,174-320,941-43.02%5,386,955Mar 31, 2024
CITADEL ADVISORS LLC0.02%0.00%25,097-188,778-88.27%317,979Mar 31, 2024
ACADIAN ASSET MANAGEMENT LLC0.17%0.01%175,901-157,981-47.32%2,223,000Mar 31, 2024
ARES MANAGEMENT LLC----93,088-100.00%-Mar 31, 2024
PALISADE CAPITAL MANAGEMENT, LP0.85%0.29%864,014-87,502-9.20%10,947,057Mar 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 LLC0.43%0.00%433,405-68,862-13.71%5,491,241Mar 31, 2024
CONNECTUS WEALTH, LLC----63,910-100.00%-Mar 31, 2024
NEUBERGER BERMAN GROUP LLC0.18%0.00%178,371-57,215-24.29%2,259,960Mar 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%5,899,104,000Mar 31, 2024
SIGMA PLANNING CORP----33,197-100.00%-Mar 31, 2024
DIMENSION CAPITAL MANAGEMENT LLC1.16%2.95%1,168,159-31,422-2.62%14,800,668Mar 31, 2024
LSV ASSET MANAGEMENT2.50%0.07%2,531,175-26,300-1.03%32,070,000Mar 31, 2024
ROYAL BANK OF CANADA0.12%0.00%124,225-18,695-13.08%1,573,000Mar 31, 2024
WELLS FARGO & COMPANY/MN0.23%0.00%233,095-18,291-7.28%2,953,308,000Mar 31, 2024
HENNION & WALSH ASSET MANAGEMENT, INC.0.09%0.06%93,968-17,637-15.80%1,190,575Mar 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 AssetsCurrent SharesChange AmountChange %Market ValueDate
CONFLUENCE INVESTMENT MANAGEMENT LLC0.41%0.07%414,282414,282100.00%5,248,953Mar 31, 2024
MILL CREEK CAPITAL ADVISORS, LLC0.15%0.05%149,000149,000100.00%1,887,830Mar 31, 2024
COMMONWEALTH EQUITY SERVICES, LLC0.12%0.00%119,289119,289100.00%1,511,000Mar 31, 2024
ROCKEFELLER CAPITAL MANAGEMENT L.P.0.11%0.00%110,439110,439100.00%1,399,262Mar 31, 2024
SUSQUEHANNA INTERNATIONAL GROUP, LLP0.06%0.00%58,50058,500100.00%741,195Mar 31, 2024
ENVESTNET ASSET MANAGEMENT INC0.05%0.00%46,51646,516100.00%589,356Mar 31, 2024
STABLEFORD CAPITAL II LLC0.04%0.20%39,87339,873100.00%505,191Mar 31, 2024
CLEARSTEAD ADVISORS, LLC0.03%0.02%25,39225,392100.00%319,178,000Mar 31, 2024
CIBC PRIVATE WEALTH GROUP, LLC0.02%0.00%19,82519,825100.00%249,399,000Mar 31, 2024
HARTLINE INVESTMENT CORP/0.02%0.04%19,70419,704100.00%249,649Mar 31, 2024
CSENGE ADVISORY GROUP0.02%0.01%17,94317,943100.00%227,338Mar 31, 2024
VISE TECHNOLOGIES, INC.0.02%0.04%15,38415,384100.00%194,915Mar 31, 2024
FNY INVESTMENT ADVISERS, LLC0.01%0.12%15,20015,200100.00%192,000Mar 31, 2024
CETERA ADVISOR NETWORKS LLC0.01%0.00%11,44211,442100.00%144,971Mar 31, 2024
Y-INTERCEPT (HONG KONG) LTD0.01%0.01%10,70210,702100.00%135,594Mar 31, 2024
LAZARD ASSET MANAGEMENT LLC0.01%0.00%10,00510,005100.00%126,000Mar 31, 2024
ENTRYPOINT CAPITAL, LLC0.00%0.05%4,1014,101100.00%51,960Mar 31, 2024
PINGORA PARTNERS LLC0.00%0.04%4,0004,000100.00%50,680Mar 31, 2024
NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC0.00%0.00%3,8943,894100.00%49,336Mar 31, 2024
HILLSDALE INVESTMENT MANAGEMENT INC.0.00%0.00%3,1403,140100.00%39,784Mar 31, 2024
TYLER-STONE WEALTH MANAGEMENT0.00%0.01%1,0001,000100.00%12,670Mar 31, 2024
PNC FINANCIAL SERVICES GROUP, INC.0.00%-500500100.00%6,335,000Mar 31, 2024
RUSSELL INVESTMENTS GROUP, LTD.0.00%-449449100.00%5,689Mar 31, 2024
TRUVESTMENTS CAPITAL LLC0.00%0.00%155155100.00%1,970,000Mar 31, 2024
CREWE ADVISORS LLC0.00%0.00%7777100.00%976Mar 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 AssetsCurrent SharesChange AmountChange %Market ValueDate
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 AssetsTotal SharesChange AmountChange %Date
FIRST TRUST SPECIALTY FINANCE & FINANCIAL OPPORTUNITIES FUND8.30%353,00025,0007.62%Feb 29, 2024
GraniteShares ETF Trust2.13%114,925-4,590-3.84%Dec 31, 2023
DELAWARE GROUP EQUITY FUNDS IV0.28%295,000--Dec 29, 2023
DELAWARE INVESTMENTS DIVIDEND & INCOME FUND, INC0.18%47,000-10,000-17.54%Feb 28, 2023
Delaware Enhanced Global Dividend & Income Fund0.16%60,000-60,000-50.00%Feb 28, 2023
ALPS Variable Investment Trust0.11%34,100--Dec 31, 2023
ETFis Series Trust I0.03%40,9742,1625.57%Jan 31, 2024
Natixis Funds Trust II0.01%84,748--Feb 29, 2024
DELAWARE VIP TRUST0.01%32,000--Dec 29, 2023
ADVISORS' INNER CIRCLE FUND0.01%116,300--Jan 31, 2024
CLEARWATER INVESTMENT TRUST0.01%61,450--Dec 29, 2023
DELAWARE GROUP EQUITY FUNDS V0.00%274,000--Feb 29, 2024
SCM Trust0.00%11,900--Dec 31, 2023
Partners Group Private Equity (Master Fund), LLC0.00%223,265--Dec 31, 2023
PUTNAM VARIABLE TRUST0.00%69,243--Dec 31, 2023
LoCorr Investment Trust0.00%71,919-2,383-3.21%Mar 31, 2024
FINANCIAL INVESTORS TRUST0.00%137,000--Jan 31, 2024
HENNESSY FUNDS TRUST0.00%3,130--Jan 31, 2024
Aspiriant Trust0.00%7,433--Dec 31, 2023
OPTIMUM FUND TRUST0.00%95,300--Dec 29, 2023
VANGUARD QUANTITATIVE FUNDS0.00%5,455--Dec 31, 2023
INVESCO EXCHANGE-TRADED FUND TRUST0.00%38,9587,52823.95%Jan 31, 2024
VALIC Co I0.00%95,885--Feb 29, 2024
FIDELITY CONCORD STREET TRUST0.00%53,270--Feb 29, 2024
LITMAN GREGORY FUNDS TRUST0.00%19,200--Dec 31, 2023
RBB FUND, INC.0.00%6,300--Feb 29, 2024
Blackstone Alternative Investment Funds0.00%7,7001,80030.51%Dec 31, 2023
PROSHARES TRUST0.00%11,532-31-0.27%Feb 29, 2024
VanEck ETF Trust0.00%1,699,937265,13518.48%Jan 31, 2024
Brighthouse Funds Trust I0.00%229,588--Dec 31, 2023
Legg Mason Global Asset Management Trust0.00%19,140--Jan 31, 2024
Mercer Funds0.00%199,800--Mar 31, 2024
SEI INSTITUTIONAL MANAGED TRUST0.00%41,392-14,615-26.09%Dec 31, 2023
John Hancock Funds II0.00%68,00068,000-Feb 29, 2024
WILSHIRE MUTUAL FUNDS INC0.00%650--Dec 31, 2023
SEI INSTITUTIONAL INVESTMENTS TRUST0.00%20,492-28,030-57.77%Feb 29, 2024
JOHN HANCOCK VARIABLE INSURANCE TRUST0.00%1,898--Dec 31, 2023
Morningstar Funds Trust0.00%967,000--Jan 31, 2024

New Mountain Finance's largest mutual fund holder by % of total assets is "FIRST TRUST SPECIALTY FINANCE & FINANCIAL OPPORTUNITIES FUND", owning 353.00K shares, compromising 8.30% of its total assets.

New Mountain Finance Institutional Ownership Trends


Institutional Holdings Trend

DateHoldingsChange %
31 Mar, 24120-26.38%
31 Dec, 231631.88%
30 Sep, 231604.58%
30 Jun, 231534.79%
31 Mar, 23146-9.32%
31 Dec, 2216112.59%
30 Sep, 22143-9.49%
30 Jun, 221587.48%
31 Mar, 2214712.21%
31 Dec, 211317.38%
30 Sep, 21122-5.43%
30 Jun, 211291.57%
31 Mar, 21127-4.51%
31 Dec, 201339.92%
30 Sep, 20121-8.33%
30 Jun, 20132-12.00%
31 Mar, 20150-7.41%
31 Dec, 191629.46%
30 Sep, 191485.71%
30 Jun, 191406.06%
31 Mar, 191323.94%
31 Dec, 18127-1.55%
30 Sep, 18129-1.53%
30 Jun, 18131-0.76%
31 Mar, 18132-3.65%
31 Dec, 1713714.17%
30 Sep, 17120-5.51%
30 Jun, 171274.10%
31 Mar, 17122-2.40%
31 Dec, 1612511.61%
30 Sep, 16112-
30 Jun, 161126.67%
31 Mar, 16105-
31 Dec, 151052.94%
30 Sep, 151025.15%
30 Jun, 1597-
31 Mar, 15971.04%
31 Dec, 14967.87%
30 Sep, 1489-17.59%
30 Jun, 14108-2.70%
31 Mar, 141110.91%
31 Dec, 1311022.22%
30 Sep, 13903.45%
30 Jun, 1387112.20%
31 Mar, 13415.13%
31 Dec, 123921.88%
30 Sep, 123233.33%
30 Jun, 122441.18%
31 Mar, 121721.43%
31 Dec, 111455.56%
30 Sep, 119-10.00%
30 Jun, 1110-

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

DateShares OutstandingChange %
31 Mar, 2425,551,052-22.29%
31 Dec, 2332,881,9991.64%
30 Sep, 2332,350,6630.11%
30 Jun, 2332,316,4512.08%
31 Mar, 2331,657,325-2.59%
31 Dec, 2232,498,6974.28%
30 Sep, 2231,164,590-1.74%
30 Jun, 2231,715,4463.50%
31 Mar, 2230,643,3884.06%
31 Dec, 2129,447,694-1.64%
30 Sep, 2129,937,912-3.76%
30 Jun, 2131,108,570-0.23%
31 Mar, 2131,180,148-4.44%
31 Dec, 2032,628,853-1.47%
30 Sep, 2033,114,9481.53%
30 Jun, 2032,614,687-6.50%
31 Mar, 2034,882,474-1.91%
31 Dec, 1935,562,71014.40%
30 Sep, 1931,086,0304.47%
30 Jun, 1929,755,4721.81%
31 Mar, 1929,227,3768.47%
31 Dec, 1826,944,938-0.53%
30 Sep, 1827,087,209-2.70%
30 Jun, 1827,839,055-5.63%
31 Mar, 1829,500,281-3.36%
31 Dec, 1730,526,5353.27%
30 Sep, 1729,558,853-2.75%
30 Jun, 1730,394,3235.81%
31 Mar, 1728,726,2495.20%
31 Dec, 1627,306,5746.82%
30 Sep, 1625,562,3325.47%
30 Jun, 1624,236,7282.60%
31 Mar, 1623,622,413-11.64%
31 Dec, 1526,734,3912.47%
30 Sep, 1526,090,526-11.83%
30 Jun, 1529,589,674-0.07%
31 Mar, 1529,610,3224.97%
31 Dec, 1428,209,30616.09%
30 Sep, 1424,299,702-4.38%
30 Jun, 1425,413,8421.46%
31 Mar, 1425,047,28410.37%
31 Dec, 1322,693,99517.54%
30 Sep, 1319,307,5934.04%
30 Jun, 1318,558,252188.26%
31 Mar, 136,437,94218.05%
31 Dec, 125,453,65531.94%
30 Sep, 124,133,543117.25%
30 Jun, 121,902,66314.02%
31 Mar, 121,668,66868.23%
31 Dec, 11991,8721.79%
30 Sep, 11974,41619.05%
30 Jun, 11818,505-

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

DateOwnership %Change %
31 Mar, 2425.27%3.55%
31 Dec, 2326.69%2.60%
30 Sep, 2332.05%3.13%
30 Jun, 2332.02%3.25%
31 Mar, 2331.36%2.98%
31 Dec, 2232.43%3.39%
30 Sep, 2230.91%3.11%
30 Jun, 2231.53%3.25%
31 Mar, 2231.14%3.37%
31 Dec, 2130.39%3.18%
30 Sep, 2130.89%2.99%
30 Jun, 2132.13%3.10%
31 Mar, 2132.20%2.84%
31 Dec, 2033.70%2.88%
30 Sep, 2034.20%3.01%
30 Jun, 2033.68%2.60%
31 Mar, 2036.03%2.67%
31 Dec, 1936.73%2.88%
30 Sep, 1935.74%2.62%
30 Jun, 1936.95%2.66%
31 Mar, 1937.25%3.16%
31 Dec, 1834.34%2.71%
30 Sep, 1835.59%2.65%
30 Jun, 1836.66%2.43%
31 Mar, 1838.85%2.40%
31 Dec, 1740.20%2.64%
30 Sep, 1739.05%2.40%
30 Jun, 1740.32%2.38%
31 Mar, 1741.20%2.33%
31 Dec, 1642.06%2.62%
30 Sep, 1640.09%2.78%
30 Jun, 1637.96%2.78%
31 Mar, 1636.95%1.84%
31 Dec, 1544.77%2.27%
30 Sep, 1544.43%1.71%
30 Jun, 1550.95%1.95%
31 Mar, 1551.05%1.72%
31 Dec, 1454.41%2.50%
30 Sep, 1446.67%1.92%
30 Jun, 1449.26%1.74%
31 Mar, 1453.22%2.29%
31 Dec, 1348.22%1.88%
30 Sep, 1350.60%1.53%
30 Jun, 1357.47%8.85%
31 Mar, 1325.48%5.47%
31 Dec, 1221.58%5.41%
30 Sep, 1219.98%6.32%
30 Jun, 1217.79%7.31%
31 Mar, 1215.60%35.01%
31 Dec, 116.67%8.05%
30 Sep, 119.11%15.56%
30 Jun, 117.65%-

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

DateIncreased PositionsChange %
31 Mar, 2460-23.08%
31 Dec, 23786.85%
30 Sep, 23734.29%
30 Jun, 23709.38%
31 Mar, 2364-20.99%
31 Dec, 228128.57%
30 Sep, 2263-20.25%
30 Jun, 22796.76%
31 Mar, 227415.63%
31 Dec, 21648.47%
30 Sep, 2159-10.61%
30 Jun, 216615.79%
31 Mar, 2157-14.93%
31 Dec, 206726.42%
30 Sep, 2053-14.52%
30 Jun, 2062-21.52%
31 Mar, 2079-19.39%
31 Dec, 199824.05%
30 Sep, 197911.27%
30 Jun, 19711.43%
31 Mar, 197016.67%
31 Dec, 18603.45%
30 Sep, 185818.37%
30 Jun, 1849-7.55%
31 Mar, 1853-24.29%
31 Dec, 177020.69%
30 Sep, 1758-7.94%
30 Jun, 1763-3.08%
31 Mar, 1765-13.33%
31 Dec, 167550.00%
30 Sep, 16504.17%
30 Jun, 1648-2.04%
31 Mar, 1649-18.33%
31 Dec, 1560-
30 Sep, 156015.38%
30 Jun, 155215.56%
31 Mar, 1545-22.41%
31 Dec, 145848.72%
30 Sep, 1439-42.65%
30 Jun, 1468-6.85%
31 Mar, 1473-
31 Dec, 137319.67%
30 Sep, 1361-16.44%
30 Jun, 1373170.37%
31 Mar, 1327-10.00%
31 Dec, 1230-
30 Sep, 123066.67%
30 Jun, 121828.57%
31 Mar, 12147.69%
31 Dec, 111385.71%
30 Sep, 117-30.00%
30 Jun, 1110-

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

DateReduced PositionsChange %
31 Mar, 2426-42.22%
31 Dec, 2345-
30 Sep, 23459.76%
30 Jun, 2341-6.82%
31 Mar, 234415.79%
31 Dec, 2238-2.56%
30 Sep, 2239-
30 Jun, 223930.00%
31 Mar, 2230-6.25%
31 Dec, 2132-3.03%
30 Sep, 2133-21.43%
30 Jun, 2142-4.55%
31 Mar, 2144-12.00%
31 Dec, 20508.70%
30 Sep, 20466.98%
30 Jun, 2043-4.44%
31 Mar, 204555.17%
31 Dec, 1929-19.44%
30 Sep, 1936-12.20%
30 Jun, 194132.26%
31 Mar, 1931-26.19%
31 Dec, 18427.69%
30 Sep, 1839-18.75%
30 Jun, 18486.67%
31 Mar, 18459.76%
31 Dec, 17415.13%
30 Sep, 173914.71%
30 Jun, 17346.25%
31 Mar, 173210.34%
31 Dec, 1629-36.96%
30 Sep, 16469.52%
30 Jun, 164216.67%
31 Mar, 163638.46%
31 Dec, 15268.33%
30 Sep, 1524-14.29%
30 Jun, 1528-15.15%
31 Mar, 153337.50%
31 Dec, 1424-33.33%
30 Sep, 143628.57%
30 Jun, 1428-3.45%
31 Mar, 142911.54%
31 Dec, 132636.84%
30 Sep, 131990.00%
30 Jun, 131066.67%
31 Mar, 136-
31 Dec, 126-
30 Sep, 12--100.00%
30 Jun, 125150.00%
31 Mar, 122-
31 Dec, 11--100.00%
30 Sep, 112-
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

DateHoldingsChange %Shares OutstandingChange %Ownership %Change %Increased PositionsChange %Reduced PositionsChange %
31 Mar, 24120-26.38%25,551,052-22.29%25.27%3.55%60-23.08%26-42.22%
31 Dec, 231631.88%32,881,9991.64%26.69%2.60%786.85%45-
30 Sep, 231604.58%32,350,6630.11%32.05%3.13%734.29%459.76%
30 Jun, 231534.79%32,316,4512.08%32.02%3.25%709.38%41-6.82%
31 Mar, 23146-9.32%31,657,325-2.59%31.36%2.98%64-20.99%4415.79%
31 Dec, 2216112.59%32,498,6974.28%32.43%3.39%8128.57%38-2.56%
30 Sep, 22143-9.49%31,164,590-1.74%30.91%3.11%63-20.25%39-
30 Jun, 221587.48%31,715,4463.50%31.53%3.25%796.76%3930.00%
31 Mar, 2214712.21%30,643,3884.06%31.14%3.37%7415.63%30-6.25%
31 Dec, 211317.38%29,447,694-1.64%30.39%3.18%648.47%32-3.03%
30 Sep, 21122-5.43%29,937,912-3.76%30.89%2.99%59-10.61%33-21.43%
30 Jun, 211291.57%31,108,570-0.23%32.13%3.10%6615.79%42-4.55%
31 Mar, 21127-4.51%31,180,148-4.44%32.20%2.84%57-14.93%44-12.00%
31 Dec, 201339.92%32,628,853-1.47%33.70%2.88%6726.42%508.70%
30 Sep, 20121-8.33%33,114,9481.53%34.20%3.01%53-14.52%466.98%
30 Jun, 20132-12.00%32,614,687-6.50%33.68%2.60%62-21.52%43-4.44%
31 Mar, 20150-7.41%34,882,474-1.91%36.03%2.67%79-19.39%4555.17%
31 Dec, 191629.46%35,562,71014.40%36.73%2.88%9824.05%29-19.44%
30 Sep, 191485.71%31,086,0304.47%35.74%2.62%7911.27%36-12.20%
30 Jun, 191406.06%29,755,4721.81%36.95%2.66%711.43%4132.26%
31 Mar, 191323.94%29,227,3768.47%37.25%3.16%7016.67%31-26.19%
31 Dec, 18127-1.55%26,944,938-0.53%34.34%2.71%603.45%427.69%
30 Sep, 18129-1.53%27,087,209-2.70%35.59%2.65%5818.37%39-18.75%
30 Jun, 18131-0.76%27,839,055-5.63%36.66%2.43%49-7.55%486.67%
31 Mar, 18132-3.65%29,500,281-3.36%38.85%2.40%53-24.29%459.76%
31 Dec, 1713714.17%30,526,5353.27%40.20%2.64%7020.69%415.13%
30 Sep, 17120-5.51%29,558,853-2.75%39.05%2.40%58-7.94%3914.71%
30 Jun, 171274.10%30,394,3235.81%40.32%2.38%63-3.08%346.25%
31 Mar, 17122-2.40%28,726,2495.20%41.20%2.33%65-13.33%3210.34%
31 Dec, 1612511.61%27,306,5746.82%42.06%2.62%7550.00%29-36.96%
30 Sep, 16112-25,562,3325.47%40.09%2.78%504.17%469.52%
30 Jun, 161126.67%24,236,7282.60%37.96%2.78%48-2.04%4216.67%
31 Mar, 16105-23,622,413-11.64%36.95%1.84%49-18.33%3638.46%
31 Dec, 151052.94%26,734,3912.47%44.77%2.27%60-268.33%
30 Sep, 151025.15%26,090,526-11.83%44.43%1.71%6015.38%24-14.29%
30 Jun, 1597-29,589,674-0.07%50.95%1.95%5215.56%28-15.15%
31 Mar, 15971.04%29,610,3224.97%51.05%1.72%45-22.41%3337.50%
31 Dec, 14967.87%28,209,30616.09%54.41%2.50%5848.72%24-33.33%
30 Sep, 1489-17.59%24,299,702-4.38%46.67%1.92%39-42.65%3628.57%
30 Jun, 14108-2.70%25,413,8421.46%49.26%1.74%68-6.85%28-3.45%
31 Mar, 141110.91%25,047,28410.37%53.22%2.29%73-2911.54%
31 Dec, 1311022.22%22,693,99517.54%48.22%1.88%7319.67%2636.84%
30 Sep, 13903.45%19,307,5934.04%50.60%1.53%61-16.44%1990.00%
30 Jun, 1387112.20%18,558,252188.26%57.47%8.85%73170.37%1066.67%
31 Mar, 13415.13%6,437,94218.05%25.48%5.47%27-10.00%6-
31 Dec, 123921.88%5,453,65531.94%21.58%5.41%30-6-
30 Sep, 123233.33%4,133,543117.25%19.98%6.32%3066.67%--100.00%
30 Jun, 122441.18%1,902,66314.02%17.79%7.31%1828.57%5150.00%
31 Mar, 121721.43%1,668,66868.23%15.60%35.01%147.69%2-
31 Dec, 111455.56%991,8721.79%6.67%8.05%1385.71%--100.00%
30 Sep, 119-10.00%974,41619.05%9.11%15.56%7-30.00%2-
30 Jun, 1110-818,505-7.65%-10---

New Mountain Finance Insider Shareholders Trades


Open Market Insider Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Apr 24, 2024Kline Johndirector, officer CEO, President, and DirectorS-SaleSell9$12.55$113.00255,838
Apr 24, 2024Kline Johndirector, officer CEO, President, and DirectorS-SaleSell1,229$12.55$15.43K254,609
Aug 04, 2023HAMWEE ROBERTdirector-S-SaleSell15$12.86$192.90549,373
May 15, 2023Boswerger Laura Holsonofficer COO and CFOP-PurchaseBuy5,000$11.87$59.35K49,398
May 15, 2023Boswerger Laura Holsonofficer COO and CFOP-PurchaseBuy5,000$11.90$59.50K44,398
May 15, 2023Boswerger Laura Holsonofficer COO and CFOP-PurchaseBuy4,975$11.89$59.15K39,398
Mar 21, 2023KLINSKY STEVEN Bdirector-P-PurchaseBuy100,000$11.74$1.17M7,820,680
Mar 17, 2023KLINSKY STEVEN Bdirector-P-PurchaseBuy100,000$11.72$1.17M7,720,680
Mar 17, 2023KLINSKY STEVEN Bdirector-P-PurchaseBuy100,000$11.83$1.18M7,620,680
Mar 15, 2023KLINSKY STEVEN Bdirector-P-PurchaseBuy100,000$11.96$1.20M7,520,680
Mar 15, 2023KLINSKY STEVEN Bdirector-P-PurchaseBuy100,000$11.70$1.17M7,420,680
Mar 15, 2023Arnold Rome G. IIIdirector-P-PurchaseBuy10,000$12.02$120.18K62,291
Mar 15, 2023Stone Jamesofficer Section 16 OfficerP-PurchaseBuy3,700$11.95$44.22K129,669
Mar 15, 2023Stone Jamesofficer Section 16 OfficerP-PurchaseBuy7,300$11.96$87.31K125,969
Mar 14, 2023Ogens Daviddirector-P-PurchaseBuy5,400$11.65$62.90K135,266
Mar 14, 2023Kline Johndirector, officer CEO, President, and DirectorP-PurchaseBuy300$12.04$3.61K229,572
Mar 14, 2023Kline Johndirector, officer CEO, President, and DirectorP-PurchaseBuy100$12.05$1.20K229,272
Mar 14, 2023Kline Johndirector, officer CEO, President, and DirectorP-PurchaseBuy100$12.05$1.20K229,172

Open Market Insider Buys

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
May 15, 2023Boswerger Laura Holsonofficer COO and CFOP-PurchaseBuy5,000$11.87$59.35K49,398
May 15, 2023Boswerger Laura Holsonofficer COO and CFOP-PurchaseBuy5,000$11.90$59.50K44,398
May 15, 2023Boswerger Laura Holsonofficer COO and CFOP-PurchaseBuy4,975$11.89$59.15K39,398
Mar 21, 2023KLINSKY STEVEN Bdirector-P-PurchaseBuy100,000$11.74$1.17M7,820,680
Mar 17, 2023KLINSKY STEVEN Bdirector-P-PurchaseBuy100,000$11.72$1.17M7,720,680
Mar 17, 2023KLINSKY STEVEN Bdirector-P-PurchaseBuy100,000$11.83$1.18M7,620,680
Mar 15, 2023KLINSKY STEVEN Bdirector-P-PurchaseBuy100,000$11.96$1.20M7,520,680
Mar 15, 2023KLINSKY STEVEN Bdirector-P-PurchaseBuy100,000$11.70$1.17M7,420,680
Mar 15, 2023Arnold Rome G. IIIdirector-P-PurchaseBuy10,000$12.02$120.18K62,291
Mar 15, 2023Stone Jamesofficer Section 16 OfficerP-PurchaseBuy3,700$11.95$44.22K129,669
Mar 15, 2023Stone Jamesofficer Section 16 OfficerP-PurchaseBuy7,300$11.96$87.31K125,969
Mar 14, 2023Ogens Daviddirector-P-PurchaseBuy5,400$11.65$62.90K135,266
Mar 14, 2023Kline Johndirector, officer CEO, President, and DirectorP-PurchaseBuy300$12.04$3.61K229,572
Mar 14, 2023Kline Johndirector, officer CEO, President, and DirectorP-PurchaseBuy100$12.05$1.20K229,272
Mar 14, 2023Kline Johndirector, officer CEO, President, and DirectorP-PurchaseBuy100$12.05$1.20K229,172

Insider Sells

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Apr 24, 2024Kline Johndirector, officer CEO, President, and DirectorS-SaleSell9$12.55$113.00255,838
Apr 24, 2024Kline Johndirector, officer CEO, President, and DirectorS-SaleSell1,229$12.55$15.43K254,609
Aug 04, 2023HAMWEE ROBERTdirector-S-SaleSell15$12.86$192.90549,373

All Insider Owners Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Apr 24, 2024Kline Johndirector, officer CEO, President, and DirectorS-SaleSell9$12.55$113.00255,838
Apr 24, 2024Kline Johndirector, officer CEO, President, and DirectorS-SaleSell1,229$12.55$15.43K254,609
Dec 01, 2023Corbett Krisofficer-Buy----
Aug 04, 2023HAMWEE ROBERTdirector-S-SaleSell15$12.86$192.90549,373
Jul 06, 2023Daniel Barbaradirector Buy----
May 15, 2023Boswerger Laura Holsonofficer COO and CFOP-PurchaseBuy5,000$11.87$59.35K49,398
May 15, 2023Boswerger Laura Holsonofficer COO and CFOP-PurchaseBuy5,000$11.90$59.50K44,398
May 15, 2023Boswerger Laura Holsonofficer COO and CFOP-PurchaseBuy4,975$11.89$59.15K39,398
Mar 21, 2023KLINSKY STEVEN Bdirector-P-PurchaseBuy100,000$11.74$1.17M7,820,680
Mar 17, 2023KLINSKY STEVEN Bdirector-P-PurchaseBuy100,000$11.72$1.17M7,720,680
Mar 17, 2023KLINSKY STEVEN Bdirector-P-PurchaseBuy100,000$11.83$1.18M7,620,680
Mar 15, 2023KLINSKY STEVEN Bdirector-P-PurchaseBuy100,000$11.96$1.20M7,520,680
Mar 15, 2023KLINSKY STEVEN Bdirector-P-PurchaseBuy100,000$11.70$1.17M7,420,680
Mar 15, 2023Arnold Rome G. IIIdirector-P-PurchaseBuy10,000$12.02$120.18K62,291
Mar 15, 2023Stone Jamesofficer Section 16 OfficerP-PurchaseBuy3,700$11.95$44.22K129,669
Mar 15, 2023Stone Jamesofficer Section 16 OfficerP-PurchaseBuy7,300$11.96$87.31K125,969
Mar 14, 2023Ogens Daviddirector-P-PurchaseBuy5,400$11.65$62.90K135,266
Mar 14, 2023Kline Johndirector, officer CEO, President, and DirectorP-PurchaseBuy300$12.04$3.61K229,572
Mar 14, 2023Kline Johndirector, officer CEO, President, and DirectorP-PurchaseBuy100$12.05$1.20K229,272
Mar 14, 2023Kline Johndirector, officer CEO, President, and DirectorP-PurchaseBuy100$12.05$1.20K229,172

The last insider sell of New Mountain Finance's stock was made by Kline John on Apr 24 2024, selling 9 shares at $12.55 per share (valued at $113.00). 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

DateBuySellBuy/Sell Ratio
Q2 2024-2-
Q4 2023---
Q3 2023-1-
Q2 20233--
Q1 202313--
Q4 20221--
Q3 20223--
Q2 202234--
Q1 2022-2-
Q4 2021-1-
Q3 20213--
Q1 20211--
Q4 202011100.00%
Q3 202020--
Q2 202016--
Q1 202017--
Q4 20196--
Q3 20197--
Q1 20191--
Q4 201810--

0 total buy trades, and 2 total sell trades (buy/sell ratio of 0.00%) were made by New Mountain Finance's insiders, as of Q2 2024.

Open Market Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q2 2024-2-
Q4 2023---
Q3 2023-1-
Q2 20233--
Q1 202313--
Q4 20221--
Q3 20223--
Q2 202234--
Q1 2022---
Q4 2021---
Q3 20213--
Q1 20211--
Q4 20201--
Q3 202020--
Q2 202016--
Q1 202017--
Q4 20196--
Q3 20197--
Q1 20191--
Q4 201810--

As of Q2 2024, Insider owners conducted 0 open market buy trades and 2 open market sell trades of New Mountain Finance's stocks.

New Mountain Finance Peer Ownership


TickerCompany
TPVGTriplePoint Venture Growth BDC Corp.
FDUSFidus Investment Corporation
TSLXSixth Street Specialty Lending, Inc.
GBDCGolub Capital BDC, Inc.
WHFWhiteHorse Finance, Inc.
CGBDCarlyle Secured Lending, Inc.
TCPCBlackRock TCP Capital Corp.

NMFC Ownership FAQ


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 (8.30% of total shares).

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.

As of Mar 2024, there are 120 institutional shareholders of New Mountain Finance.

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).

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.

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).