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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 27.91% institutional investors, 15.49% insiders, and 56.60% retail investors. Lsv asset management is the largest institutional shareholder, holding 2.99% of NMFC shares. Allspring Special Small Cap Value A is the top mutual fund, with 1.70% of its assets in New Mountain Finance shares.

NMFC Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockNew Mountain Finance27.91%15.49%56.60%
SectorFinancial Services Stocks 736.16%13.84%-650.00%
IndustryAsset Management Stocks43.54%11.59%44.87%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Lsv asset management3.00M2.99%$21.52M
Ubs group2.48M2.47%$17.76M
Van eck associates2.15M2.13%$15.38M
Invesco1.56M1.55%$11.17M
Russell investments group1.38M1.38%$9.92M
Dimension capital management1.22M1.22%$8.77M
Ci private wealth1.13M1.12%$8.07M
Cerity partners856.88K0.85%$6.14M
Muzinich850.17K0.85%$6.10M
Pathstone824.80K0.82%$5.91M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Muzinich850.17K2.08%$6.10M
Graniteshares advisors303.33K1.40%$2.17M
Dimension capital management1.22M1.03%$8.77M
Tranquility partners284.23K0.70%$2.04M
Nverses capital51.13K0.56%$366.60K
Mqs management37.76K0.33%$270.75K
Privium fund management (uk)100.00K0.30%$717.00K
Mckinley capital management135.75K0.29%$1.66M
Wfa asset management40.71K0.27%$487.66K
Coombe, bender32.46K0.23%$397.28K

Top Buyers

HolderShares% AssetsChange
Russell investments group1.38M0.01%444.49K
Ubs group2.48M0.00%386.27K
Van eck associates2.15M0.01%348.87K
Ci private wealth1.13M0.01%254.36K
Pathstone824.80K0.02%163.58K

Top Sellers

HolderShares% AssetsChange
Ares management---602.58K
Invesco1.56M0.00%-582.03K
Truffle hound capital---550.00K
Brandywine global investment management---470.30K
Franklin resources---455.02K

New Positions

HolderShares% AssetsChangeValue
Privium fund management (uk)100.00K0.30%100.00K$717.00K
Hrt financial lp56.73K0.00%56.73K$406.00K
Ep wealth advisors36.23K0.00%36.23K$259.77K
Flputnam investment management34.73K0.00%34.73K$249.02K
Lexaurum advisors28.50K0.04%28.50K$274.74K

Sold Out

HolderChange
Fmr-2.00
Elequin securities-3.00
Barclays-10.00
Horizon investments-34.00
Sandy spring bank-75.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Jun 30, 2026148-5.73%28,040,7150.85%274.07%6510.17%41-24.07%
Mar 31, 2026153-10.53%27,581,187-18.17%252.57%58-32.56%545.88%
Dec 31, 202554-66.25%8,954,965-68.71%81.20%22-68.57%17-65.31%
Sep 30, 202569-57.67%12,841,602-57.58%111.51%32-60.00%19-62.75%
Jun 30, 2025163-1.21%30,221,174-5.63%283.18%793.95%526.12%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Allspring Special Small Cap Value A1.84M1.70%-530.95K
VanEck BDC Income ETF1.61M1.70%-4.45K
Invesco KBW High Dividend Yld Fincl ETF1.54M1.64%-
Putnam BDC Income ETF448.43K0.42%-
iShares Listed Private Eq ETF USD Dist347.33K0.37%-
GraniteShares HIPS US High Income ETF320.80K0.34%12.70K
Accelerate Divers Crdt Inc ETF289.04K0.31%98.55K
RiverNorth Doubleline Strategic Inc I282.64K0.28%282.64K
BankInvest Børsnoterede Alt. Akk. W243.13K0.26%8.12K
Mercer US Small/Mid Cap Equity Y3199.80K0.21%-

Recent Insider Transactions

DateNameRoleActivityValue
Jun 15, 2026Malfettone John P-Sell$611.68K
Mar 17, 2026Weinstein Adam B. EVP, CAO and DirectorBuy$98.16K
Mar 10, 2026KLINSKY STEVEN B Buy$600.42K
Mar 10, 2026KLINSKY STEVEN B Buy$1.20M
Mar 11, 2026KLINSKY STEVEN B Buy$1.48M

Insider Transactions Trends

DateBuySell
2026 Q2-1
2026 Q120-
2025 Q37-
2025 Q14-
2024 Q456-

NMFC Ownership FAQ

Who Owns New Mountain Finance?

New Mountain Finance shareholders are primarily institutional investors at 27.91%, followed by 15.49% insiders and 56.60% retail investors. The average institutional ownership in New Mountain Finance's industry, Asset Management Stocks, is 43.54%, 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 (3M shares, 2.99%), Ubs group (2.48M shares, 2.47%), and Van eck associates (2.15M shares, 2.13%). Together, they hold 7.59% 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 2.08% of its assets in 850.17K New Mountain Finance shares, valued at 6.1M$.

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 1.70% of its total shares outstanding invested in 1.84M New Mountain Finance shares.

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