New Mountain Finance Ownership | Who Owns New Mountain Finance?

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New Mountain Finance Ownership Summary

New Mountain Finance is owned by 29.55% institutional investors, 11.41% insiders, and 59.03% retail investors. Cerity partners is the largest institutional shareholder, holding 3.42% of NMFC shares. Allspring Special Small Cap Value A is the top mutual fund, with 2.20% of its assets in New Mountain Finance shares.

NMFC Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	New Mountain Finance	29.55%	11.41%	59.03%
Sector	Financial Services Stocks	40.25%	14.22%	45.54%
Industry	Asset Management Stocks	33.65%	9.09%	57.26%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Cerity partners	3.69M	3.42%	$41.51M
Allspring global investments	2.88M	2.67%	$32.71M
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

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
Virtus etf advisers	81.60K	0.38%	$918.83K
Stableford capital ii	78.52K	0.35%	$884.11K

Top Buyers

Holder	Shares	% Assets	Change
Invesco	985.92K	0.00%	937.33K
Millennium management	519.53K	0.00%	262.63K
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
International assets investment management	31.26K	0.03%	-343.23K
Lindbrook capital	969.00	0.00%	-324.40K
Tranquility partners	90.87K	0.42%	-307.47K

New Positions

Holder	Shares	% Assets	Change	Value
Connor, clark & lunn investment management	101.31K	0.01%	101.31K	$1.14M
Raymond james financial	83.80K	0.00%	83.80K	$943.64K
Truemark investments	28.45K	0.10%	28.45K	$320.30K
Verition fund management	26.90K	0.00%	26.90K	$302.89K
Colony group	21.00K	0.00%	21.00K	$236.45K

Sold Out

Holder	Change
Horizon investments	-34.00
Sandy spring bank	-75.00
Crewe advisors	-77.00
Truvestments capital	-155.00
Jaffetilchin investment partners	-200.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Dec 31, 2023	170	4.29%	33,515,605	2.97%	27	2.62%	82	10.81%	45	-2.17%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Allspring Special Small Cap Value A	2.37M	2.20%	-
VanEck BDC Income ETF	2.05M	1.90%	-
Invesco KBW High Dividend Yld Fincl ETF	939.17K	0.87%	-
iShares Listed Private Eq ETF USD Dist	466.97K	0.43%	-
Putnam BDC Income ETF	432.46K	0.40%	71.07K
First Trust Specialty Finance	353.00K	0.33%	-
GraniteShares HIPS US High Income ETF	226.87K	0.21%	-2.82K
Undrly L&G Pen PMC Diversified	203.79K	0.19%	4.87K
Undrly L&G Diversified Life	203.51K	0.19%	-278.00
Mercer US Small/Mid Cap Equity Y3	199.80K	0.19%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
Mar 07, 2025	Ogens David	-	Buy	$56.50K
Mar 06, 2025	Ogens David	-	Buy	$56.60K
Mar 04, 2025	Ogens David	-	Buy	$57.20K
Mar 05, 2025	Ogens David	-	Buy	$56.55K
Dec 17, 2024	KLINSKY STEVEN B	-	Buy	$271.87K

Insider Transactions Trends

Date	Buy	Sell
2025 Q1	2	-
2024 Q4	56	-
2024 Q3	1	-
2024 Q2	1	2
2023 Q4	-	-

NMFC Ownership FAQ

Who Owns New Mountain Finance?

New Mountain Finance shareholders are primarily institutional investors at 29.55%, followed by 11.41% insiders and 59.04% retail investors. The average institutional ownership in New Mountain Finance's industry, Asset Management Stocks, is 33.65%, 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%), Allspring global investments (2.88M shares, 2.67%), and Hightower advisors (2.65M shares, 2.46%). Together, they hold 8.55% 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?

Allspring Special Small Cap Value A is the top mutual fund holder of New Mountain Finance shares, with 2.20% of its total shares outstanding invested in 2.37M New Mountain Finance shares.

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