New Mountain Finance Ownership | Who Owns New Mountain Finance?

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New Mountain Finance Ownership Summary

New Mountain Finance is owned by 28.05% institutional investors, 11.89% insiders, and 60.06% retail investors. Cerity partners is the largest institutional shareholder, holding 2.57% 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	28.05%	11.89%	60.06%
Sector	Financial Services Stocks	51.64%	15.54%	32.82%
Industry	Asset Management Stocks	50.65%	9.51%	39.84%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Cerity partners	2.77M	2.57%	$29.21M
Lsv asset management	2.76M	2.56%	$29.15M
Hightower advisors	2.65M	2.46%	$29.85M
Van eck associates	2.47M	2.30%	$26.11M
Morgan stanley	1.96M	1.89%	$23.99M
Jpmorgan chase	1.24M	1.15%	$13.95M
Invesco	985.92K	0.91%	$11.10M
Two sigma advisers, lp	959.27K	0.89%	$10.80M
Dimension capital management	950.07K	0.88%	$10.02M
Transcend capital advisors	714.10K	0.66%	$7.53M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Mqs management	10.89K	3.49%	$122.67K
Muzinich	575.47K	2.63%	$6.07M
Graniteshares advisors	248.00K	1.61%	$2.62M
Dimension capital management	950.07K	1.55%	$10.02M
Rockingstone advisors	282.11K	1.40%	$3.18M
Transcend capital advisors	714.10K	0.58%	$7.53M
Prevail innovative wealth advisors	182.46K	0.43%	$1.92M
Tranquility partners	90.87K	0.42%	$1.12M
Midwest professional planners	150.06K	0.42%	$1.58M
Ares management	596.37K	0.32%	$6.29M

Top Buyers

Holder	Shares	% Assets	Change
Invesco	985.92K	0.00%	937.33K
Transcend capital advisors	714.10K	0.58%	290.32K
Acadian asset management	345.93K	0.01%	251.60K
Marshall wace, llp	218.26K	0.00%	218.26K
Millennium management	711.05K	0.00%	191.52K

Top Sellers

Holder	Shares	% Assets	Change
Hightower advisors	2.65M	0.04%	-725.62K
Cerity partners	2.77M	0.05%	-682.15K
Brandywine global investment management	-	-	-470.30K
Allspring global investments	-	-	-407.20K
Tranquility partners	90.87K	0.42%	-307.47K

New Positions

Holder	Shares	% Assets	Change	Value
Marshall wace, llp	218.26K	0.00%	218.26K	$2.30M
Kovitz investment group partners	188.48K	0.01%	188.48K	$1.99M
Tudor investment corp et al	33.10K	0.00%	33.10K	$349.18K
Next capital management	26.15K	0.10%	26.15K	$275.88K
Jump financial	20.55K	0.00%	20.55K	$216.82K

Sold Out

Holder	Change
Fmr	-2.00
Horizon investments	-34.00
Tower research capital llc (trc)	-42.00
Sandy spring bank	-75.00
Crewe advisors	-77.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Jun 30, 2025	163	-1.21%	30,221,174	-5.63%	28	3.18%	79	3.95%	52	6.12%
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%

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	651.63K	0.61%	19.36K
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
Sep 15, 2025	Weinstein Adam B.	EVP, CAO and Director	Buy	$498.83K
Aug 11, 2025	Ogens David	-	Buy	$41.03K
Aug 11, 2025	Ogens David	-	Buy	$40.88K
Aug 11, 2025	Ogens David	-	Buy	$184.14K
Aug 07, 2025	Corbett Kris	CFO and Treasurer	Buy	$7.60K

Insider Transactions Trends

Date	Buy	Sell
2025 Q3	5	-
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 28.05%, followed by 11.89% insiders and 60.06% retail investors. The average institutional ownership in New Mountain Finance's industry, Asset Management Stocks, is 50.65%, which New Mountain Finance falls below.

Who owns the most shares of New Mountain Finance?

New Mountain Finance’s largest shareholders are Cerity partners (2.77M shares, 2.57%), Lsv asset management (2.76M shares, 2.56%), and Hightower advisors (2.65M shares, 2.46%). 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?

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.

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