New Mountain Finance Ownership 2024 | Who Owns New Mountain Finance Now?
Institutional Ownership
33.48%
Insider Ownership
10.23%
Retail Ownership
56.28%
Institutional Holders
160.00
New Mountain Finance Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| CERITY PARTNERS LLC | 3.59% | 0.12% | 3,723,610 | 122,678 | 3.41% | 45,576,984 | Jun 30, 2024 |
| HIGHTOWER ADVISORS, LLC | 3.03% | 0.06% | 3,139,108 | 89,922 | 2.95% | 38,429,000 | Jun 30, 2024 |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 2.96% | 0.06% | 3,063,762 | -19,781 | -0.64% | 37,500,446 | Jun 30, 2024 |
| LSV ASSET MANAGEMENT | 2.46% | 0.07% | 2,548,475 | 17,300 | 0.68% | 31,193,000 | Jun 30, 2024 |
| VAN ECK ASSOCIATES CORP | 2.01% | 0.04% | 2,080,602 | 369,695 | 21.61% | 25,467,000 | Jun 30, 2024 |
| MORGAN STANLEY | 1.89% | 0.00% | 1,960,013 | -155,040 | -7.33% | 23,990,564 | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 1.20% | 0.00% | 1,242,854 | 21,709 | 1.78% | 15,212,533 | Jun 30, 2024 |
| DIMENSION CAPITAL MANAGEMENT LLC | 1.04% | 2.69% | 1,080,460 | -87,699 | -7.51% | 13,224,920 | Jun 30, 2024 |
| TWO SIGMA INVESTMENTS, LP | 0.85% | 0.02% | 877,412 | -309,839 | -26.10% | 10,739,523 | Jun 30, 2024 |
| PALISADE CAPITAL MANAGEMENT, LP | 0.81% | 0.28% | 841,909 | -22,105 | -2.56% | 10,304,966 | Jun 30, 2024 |
| LEGAL & GENERAL GROUP PLC | 0.81% | 0.00% | 836,461 | 15,044 | 1.83% | 10,234,101 | Jun 30, 2024 |
| UBS GROUP AG | 0.51% | 0.00% | 532,020 | 155,793 | 41.41% | 6,511,925 | Jun 30, 2024 |
| BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC | 0.50% | 0.05% | 518,871 | -42,155 | -7.51% | 6,350,981 | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | 0.49% | 0.00% | 511,761 | 46,165 | 9.92% | 6,263,949 | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | 0.44% | 0.00% | 456,811 | 23,406 | 5.40% | 5,591,367 | Jun 30, 2024 |
| CLIFFWATER LLC | 0.42% | 1.14% | 434,780 | 9,606 | 2.26% | 5,321,707 | Jun 30, 2024 |
| BLACKROCK INC. | 0.40% | 0.00% | 410,394 | 5,149 | 1.27% | 5,023,222 | Jun 30, 2024 |
| TRANQUILITY PARTNERS, LLC | 0.38% | 1.83% | 388,753 | 105,433 | 37.21% | 4,763,110 | Jun 30, 2024 |
| CONDOR CAPITAL MANAGEMENT | 0.34% | 0.41% | 348,406 | 76,739 | 28.25% | 4,264,495 | Jun 30, 2024 |
| MUZINICH & CO., INC. | 0.31% | 3.04% | 325,291 | 46,434 | 16.65% | 3,981,561 | Jun 30, 2024 |
New Mountain Finance's largest institutional shareholder is CERITY PARTNERS LLC, holding 3.59% of the company's total share outstanding, currently valued at $45.58M. The top 10 institutional shareholders own together 19.83% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| MUZINICH & CO., INC. | 0.31% | 3.04% | 325,291 | 46,434 | 16.65% | 3,981,561 | Jun 30, 2024 |
| DIMENSION CAPITAL MANAGEMENT LLC | 1.04% | 2.69% | 1,080,460 | -87,699 | -7.51% | 13,224,920 | Jun 30, 2024 |
| TRANQUILITY PARTNERS, LLC | 0.38% | 1.83% | 388,753 | 105,433 | 37.21% | 4,763,110 | Jun 30, 2024 |
| CLIFFWATER LLC | 0.42% | 1.14% | 434,780 | 9,606 | 2.26% | 5,321,707 | Jun 30, 2024 |
| ROCKINGSTONE ADVISORS LLC | 0.16% | 1.05% | 167,623 | -29,047 | -14.77% | 2,051,706 | Jun 30, 2024 |
| GUILD INVESTMENT MANAGEMENT, INC. | 0.06% | 0.84% | 60,190 | 4,875 | 8.81% | 736,726 | Jun 30, 2024 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 0.19% | 0.84% | 193,840 | -7,224 | -3.59% | 2,372,602 | Jun 30, 2024 |
| OAK FAMILY ADVISORS, LLC | 0.15% | 0.63% | 150,384 | 1,020 | 0.68% | 1,840,700 | Jun 30, 2024 |
| GRANITESHARES ADVISORS LLC | 0.15% | 0.61% | 150,445 | 18,762 | 14.25% | 1,841,447 | Jun 30, 2024 |
| MIDWEST PROFESSIONAL PLANNERS, LTD. | 0.12% | 0.50% | 123,297 | 14,467 | 13.29% | 1,509,160 | Jun 30, 2024 |
| VIRTUS ETF ADVISERS LLC | 0.07% | 0.46% | 76,230 | 22,871 | 42.86% | 933,055 | Jun 30, 2024 |
| CONDOR CAPITAL MANAGEMENT | 0.34% | 0.41% | 348,406 | 76,739 | 28.25% | 4,264,495 | Jun 30, 2024 |
| STABLEFORD CAPITAL II LLC | 0.08% | 0.39% | 79,339 | 39,466 | 98.98% | 986,184 | Jun 30, 2024 |
| LINDBROOK CAPITAL, LLC | 0.31% | 0.37% | 322,976 | -64,344 | -16.61% | 3,953,222 | Jun 30, 2024 |
| REUTER JAMES WEALTH MANAGEMENT, LLC | 0.03% | 0.31% | 34,299 | - | - | 419,820 | Jun 30, 2024 |
| KEY CLIENT FIDUCIARY ADVISORS, LLC | 0.05% | 0.30% | 49,246 | 746 | 1.54% | 602,768 | Jun 30, 2024 |
| MCKINLEY CAPITAL MANAGEMENT LLC | 0.13% | 0.29% | 135,748 | 1,883 | 1.41% | 1,661,556 | Jun 30, 2024 |
| PALISADE CAPITAL MANAGEMENT, LP | 0.81% | 0.28% | 841,909 | -22,105 | -2.56% | 10,304,966 | Jun 30, 2024 |
| WFA ASSET MANAGEMENT CORP | 0.04% | 0.28% | 39,882 | -622 | -1.54% | 488,160 | Jun 30, 2024 |
| COOMBE, BENDER & CO LLC | 0.03% | 0.23% | 32,457 | 851 | 2.69% | 397,279 | Jun 30, 2024 |
The largest New Mountain Finance shareholder by % of total assets is MUZINICH & CO., INC.. The company owns 325.29K shares of New Mountain Finance (NMFC), representing 3.04% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| VAN ECK ASSOCIATES CORP | 2.01% | 0.04% | 2,080,602 | 369,695 | 21.61% | 25,467,000 | Jun 30, 2024 |
| UBS GROUP AG | 0.51% | 0.00% | 532,020 | 155,793 | 41.41% | 6,511,925 | Jun 30, 2024 |
| ACADIAN ASSET MANAGEMENT LLC | 0.30% | 0.01% | 314,058 | 138,157 | 78.54% | 3,839,000 | Jun 30, 2024 |
| HRT FINANCIAL LP | 0.12% | 0.01% | 128,172 | 128,172 | 100.00% | 1,568,000 | Jun 30, 2024 |
| CERITY PARTNERS LLC | 3.59% | 0.12% | 3,723,610 | 122,678 | 3.41% | 45,576,984 | Jun 30, 2024 |
| TRANQUILITY PARTNERS, LLC | 0.38% | 1.83% | 388,753 | 105,433 | 37.21% | 4,763,110 | Jun 30, 2024 |
| HIGHTOWER ADVISORS, LLC | 3.03% | 0.06% | 3,139,108 | 89,922 | 2.95% | 38,429,000 | Jun 30, 2024 |
| FIRST NATIONAL TRUST CO | 0.08% | 0.04% | 79,554 | 79,554 | 100.00% | 973,740 | Jun 30, 2024 |
| CONDOR CAPITAL MANAGEMENT | 0.34% | 0.41% | 348,406 | 76,739 | 28.25% | 4,264,495 | Jun 30, 2024 |
| Y-INTERCEPT (HONG KONG) LTD | 0.07% | 0.05% | 72,858 | 62,156 | 580.79% | 891,782 | Jun 30, 2024 |
| GSA CAPITAL PARTNERS LLP | 0.05% | 0.04% | 48,675 | 48,675 | 100.00% | 596,000 | Jun 30, 2024 |
| TREXQUANT INVESTMENT LP | 0.13% | 0.03% | 138,828 | 48,661 | 53.97% | 1,699,255 | Jun 30, 2024 |
| MUZINICH & CO., INC. | 0.31% | 3.04% | 325,291 | 46,434 | 16.65% | 3,981,561 | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | 0.49% | 0.00% | 511,761 | 46,165 | 9.92% | 6,263,949 | Jun 30, 2024 |
| SUMITOMO MITSUI TRUST HOLDINGS, INC. | 0.30% | 0.00% | 311,201 | 44,114 | 16.52% | 3,809,100 | Jun 30, 2024 |
| STABLEFORD CAPITAL II LLC | 0.08% | 0.39% | 79,339 | 39,466 | 98.98% | 986,184 | Jun 30, 2024 |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 0.12% | 0.08% | 125,459 | 31,491 | 33.51% | 1,535,618 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 0.03% | 0.00% | 28,847 | 28,847 | 100.00% | 353,087 | Jun 30, 2024 |
| BNP PARIBAS ASSET MANAGEMENT HOLDING S.A. | 0.03% | 0.00% | 27,435 | 27,435 | 100.00% | 336,000 | Jun 30, 2024 |
| AQUATIC CAPITAL MANAGEMENT LLC | 0.03% | 0.01% | 26,800 | 23,600 | 737.50% | 328,032 | Jun 30, 2024 |
As of Jun 30 2024, New Mountain Finance's largest institutional buyer is VAN ECK ASSOCIATES CORP. The company purchased 369.69K stocks of NMFC, valued at $25.47M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| TWO SIGMA INVESTMENTS, LP | 0.85% | 0.02% | 877,412 | -309,839 | -26.10% | 10,739,523 | Jun 30, 2024 |
| MORGAN STANLEY | 1.89% | 0.00% | 1,960,013 | -155,040 | -7.33% | 23,990,564 | Jun 30, 2024 |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | - | - | - | -110,439 | -100.00% | - | Jun 30, 2024 |
| DIMENSION CAPITAL MANAGEMENT LLC | 1.04% | 2.69% | 1,080,460 | -87,699 | -7.51% | 13,224,920 | Jun 30, 2024 |
| VERITY & VERITY, LLC | 0.01% | 0.01% | 10,000 | -72,690 | -87.91% | 122,400 | Jun 30, 2024 |
| DYNAMIC TECHNOLOGY LAB PRIVATE LTD | 0.03% | 0.04% | 27,102 | -67,151 | -71.25% | 332,000 | Jun 30, 2024 |
| LINDBROOK CAPITAL, LLC | 0.31% | 0.37% | 322,976 | -64,344 | -16.61% | 3,953,222 | Jun 30, 2024 |
| MQS MANAGEMENT LLC | - | - | - | -61,879 | -100.00% | - | Jun 30, 2024 |
| JUMP FINANCIAL, LLC | - | - | - | -49,976 | -100.00% | - | Jun 30, 2024 |
| ADVISOR GROUP HOLDINGS, INC. | 0.31% | 0.01% | 325,284 | -48,110 | -12.88% | 3,981,820 | Jun 30, 2024 |
| SCHONFELD STRATEGIC ADVISORS LLC | 0.03% | 0.00% | 34,200 | -46,100 | -57.41% | 418,608 | Jun 30, 2024 |
| ADVISORS ASSET MANAGEMENT, INC. | 0.26% | 0.06% | 270,256 | -44,446 | -14.12% | 3,307,933 | Jun 30, 2024 |
| BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC | 0.50% | 0.05% | 518,871 | -42,155 | -7.51% | 6,350,981 | Jun 30, 2024 |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | - | - | - | -36,472 | -100.00% | - | Jun 30, 2024 |
| D. E. SHAW & CO., INC. | - | - | - | -35,797 | -100.00% | - | Jun 30, 2024 |
| WEDBUSH SECURITIES INC | 0.04% | 0.02% | 38,661 | -33,598 | -46.50% | 473,000 | Jun 30, 2024 |
| ROCKINGSTONE ADVISORS LLC | 0.16% | 1.05% | 167,623 | -29,047 | -14.77% | 2,051,706 | Jun 30, 2024 |
| QUBE RESEARCH & TECHNOLOGIES LTD | 0.06% | 0.00% | 59,773 | -26,207 | -30.48% | 731,622 | Jun 30, 2024 |
| PALISADE CAPITAL MANAGEMENT, LP | 0.81% | 0.28% | 841,909 | -22,105 | -2.56% | 10,304,966 | Jun 30, 2024 |
| ROYAL BANK OF CANADA | 0.10% | 0.00% | 104,351 | -19,874 | -16.00% | 1,277,000 | Jun 30, 2024 |
As of Jun 30 2024, New Mountain Finance's biggest institutional seller is TWO SIGMA INVESTMENTS, LP. The company sold -0.31M shares of NMFC, valued at $10.74M.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| FIRST NATIONAL TRUST CO | 0.08% | 0.04% | 79,554 | 79,554 | 100.00% | 973,740 | Jun 30, 2024 |
| BNP PARIBAS ASSET MANAGEMENT HOLDING S.A. | 0.03% | 0.00% | 27,435 | 27,435 | 100.00% | 336,000 | Jun 30, 2024 |
| STRATEGIC FINANCIAL CONCEPTS, LLC | 0.02% | 0.01% | 20,337 | 20,337 | 100.00% | 20,925,000 | Jun 30, 2024 |
| DEERFIELD MANAGEMENT COMPANY, L.P. (SERIES C) | 0.02% | 0.00% | 18,190 | 18,190 | 100.00% | 222,646 | Jun 30, 2024 |
| CLEARSTEAD TRUST, LLC | 0.01% | 0.02% | 7,994 | 7,994 | 100.00% | 97,847 | Jun 30, 2024 |
| NVERSES CAPITAL, LLC | 0.00% | 0.01% | 900 | 900 | 100.00% | 11,016 | Jun 30, 2024 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 0.00% | - | 792 | 792 | 100.00% | 9,694 | Jun 30, 2024 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 0.00% | 0.00% | 500 | 500 | 100.00% | 6,120 | Jun 30, 2024 |
New Mountain Finance's largest new institutional shareholder by number of shares is FIRST NATIONAL TRUST CO, purchased 79.55K shares, valued at $973.74K, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | - | - | - | -110,439 | -100.00% | - | Jun 30, 2024 |
| MQS MANAGEMENT LLC | - | - | - | -61,879 | -100.00% | - | Jun 30, 2024 |
| JUMP FINANCIAL, LLC | - | - | - | -49,976 | -100.00% | - | Jun 30, 2024 |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | - | - | - | -36,472 | -100.00% | - | Jun 30, 2024 |
| D. E. SHAW & CO., INC. | - | - | - | -35,797 | -100.00% | - | Jun 30, 2024 |
| HARTLINE INVESTMENT CORP/ | - | - | - | -19,704 | -100.00% | - | Jun 30, 2024 |
| FNY INVESTMENT ADVISERS, LLC | - | - | - | -15,200 | -100.00% | - | Jun 30, 2024 |
| XTX TOPCO LTD | - | - | - | -14,126 | -100.00% | - | Jun 30, 2024 |
| LAZARD ASSET MANAGEMENT LLC | - | - | - | -10,005 | -100.00% | - | Jun 30, 2024 |
| STATE OF WYOMING | - | - | - | -9,454 | -100.00% | - | Jun 30, 2024 |
| TOWER RESEARCH CAPITAL LLC (TRC) | - | - | - | -5,202 | -100.00% | - | Jun 30, 2024 |
| ENTRYPOINT CAPITAL, LLC | - | - | - | -4,101 | -100.00% | - | Jun 30, 2024 |
| PINGORA PARTNERS LLC | - | - | - | -4,000 | -100.00% | - | Jun 30, 2024 |
| HILLSDALE INVESTMENT MANAGEMENT INC. | - | - | - | -3,140 | -100.00% | - | Jun 30, 2024 |
| PRIVATE TRUST CO NA | - | - | - | -2,033 | -100.00% | - | Jun 30, 2024 |
| IRON HORSE WEALTH MANAGEMENT, LLC | - | - | - | -700 | -100.00% | - | Jun 30, 2024 |
| PNC FINANCIAL SERVICES GROUP, INC. | - | - | - | -500 | -100.00% | - | Jun 30, 2024 |
| NOMURA ASSET MANAGEMENT CO LTD | - | - | - | -500 | -100.00% | - | Jun 30, 2024 |
| RUSSELL INVESTMENTS GROUP, LTD. | - | - | - | -449 | -100.00% | - | Jun 30, 2024 |
| CAPE INVESTMENT ADVISORY, INC. | - | - | - | -276 | -100.00% | - | Jun 30, 2024 |
| TRUVESTMENTS CAPITAL LLC | - | - | - | -155 | -100.00% | - | Jun 30, 2024 |
| FARTHER FINANCE ADVISORS, LLC | - | - | - | -82 | -100.00% | - | Jun 30, 2024 |
| CREWE ADVISORS LLC | - | - | - | -77 | -100.00% | - | Jun 30, 2024 |
| FMR LLC | - | - | - | -17 | -100.00% | - | Jun 30, 2024 |
New Mountain Finance's largest sold out institutional shareholder by shares sold is ROCKEFELLER CAPITAL MANAGEMENT L.P., sold -0.11M shares, valued at -, as of undefined.
New Mountain Finance Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| FIRST TRUST SPECIALTY FINANCE & FINANCIAL OPPORTUNITIES FUND | 8.30% | 353,000 | 25,000 | 7.62% | Feb 29, 2024 |
| DELAWARE GROUP EQUITY FUNDS IV | 0.25% | 295,000 | - | - | Mar 28, 2024 |
| DELAWARE INVESTMENTS DIVIDEND & INCOME FUND, INC | 0.18% | 47,000 | -10,000 | -17.54% | Feb 28, 2023 |
| Delaware Enhanced Global Dividend & Income Fund | 0.16% | 60,000 | -60,000 | -50.00% | Feb 28, 2023 |
| VICTORY PORTFOLIOS | 0.15% | 4,790,000 | - | - | Mar 31, 2024 |
| ALPS Variable Investment Trust | 0.11% | 34,100 | - | - | Dec 31, 2023 |
| Mutual Fund & Variable Insurance Trust | 0.08% | 1,690,886 | - | - | Mar 31, 2024 |
| Two Roads Shared Trust | 0.06% | 2,285,000 | - | - | Jan 31, 2024 |
| GraniteShares ETF Trust | 0.03% | 131,683 | 16,758 | 14.58% | Mar 31, 2024 |
| ETFis Series Trust I | 0.03% | 40,974 | 2,162 | 5.57% | Jan 31, 2024 |
| Miller Investment Trust | 0.01% | 100,000 | - | - | Jan 31, 2024 |
| RUSSELL INVESTMENT CO | 0.01% | 2,832,000 | - | - | Jan 31, 2024 |
| RiverNorth Specialty Finance Corp | 0.01% | 25,662 | 25,662 | - | Sep 30, 2020 |
| DELAWARE VIP TRUST | 0.01% | 32,000 | - | - | Mar 28, 2024 |
| HARBOR FUNDS | 0.01% | 200,000 | - | - | Jan 31, 2024 |
| CLEARWATER INVESTMENT TRUST | 0.01% | 61,450 | - | - | Mar 28, 2024 |
| ALLSPRING FUNDS TRUST | 0.01% | 2,523,650 | -5,200 | -0.21% | Mar 31, 2024 |
| ADVISORS' INNER CIRCLE FUND | 0.00% | 116,300 | - | - | Jan 31, 2024 |
| DELAWARE GROUP EQUITY FUNDS V | 0.00% | 274,000 | - | - | Feb 29, 2024 |
| SCM Trust | 0.00% | 11,900 | - | - | Dec 31, 2023 |
| LoCorr Investment Trust | 0.00% | 71,919 | -2,383 | -3.21% | Mar 31, 2024 |
| Invesco Exchange-Traded Fund Trust II | 0.00% | 812,997 | - | - | Jan 31, 2024 |
| OPTIMUM FUND TRUST | 0.00% | 95,300 | - | - | Mar 28, 2024 |
| Partners Group Private Equity (Master Fund), LLC | 0.00% | 223,265 | - | - | Mar 31, 2024 |
| RiverNorth Specialty Finance Corp | 0.00% | 5,598 | 5,598 | - | Sep 30, 2020 |
| PUTNAM VARIABLE TRUST | 0.00% | 69,243 | - | - | Mar 31, 2024 |
| RiverNorth Specialty Finance Corp | 0.00% | 1,661 | - | - | Mar 31, 2023 |
| FINANCIAL INVESTORS TRUST | 0.00% | 137,000 | - | - | Jan 31, 2024 |
| HENNESSY FUNDS TRUST | 0.00% | 3,130 | - | - | Jan 31, 2024 |
| RIVERNORTH OPPORTUNITIES FUND, INC. | 0.00% | 1,450 | - | - | Jan 31, 2024 |
| VANGUARD QUANTITATIVE FUNDS | 0.00% | 5,455 | - | - | Mar 31, 2024 |
| ETF Series Solutions | 0.00% | 18,175 | 18,175 | - | Jan 31, 2024 |
| Global X Funds | 0.00% | 33,221 | - | - | Jan 31, 2024 |
| MUTUAL FUND SERIES TRUST | 0.00% | 3,225,000 | - | - | Mar 31, 2024 |
| Aspiriant Trust | 0.00% | 7,433 | - | - | Dec 31, 2023 |
| Natixis Funds Trust II | 0.00% | 84,748 | - | - | Feb 29, 2024 |
| RUSSELL INVESTMENT CO | 0.00% | 174,000 | - | - | Jan 31, 2024 |
| INVESCO EXCHANGE-TRADED FUND TRUST | 0.00% | 38,958 | 7,528 | 23.95% | Jan 31, 2024 |
| VALIC Co I | 0.00% | 95,885 | - | - | Feb 29, 2024 |
| LITMAN GREGORY FUNDS TRUST | 0.00% | 19,200 | - | - | Mar 31, 2024 |
| FIDELITY CONCORD STREET TRUST | 0.00% | 53,270 | - | - | Feb 29, 2024 |
| RiverNorth/DoubleLine Strategic Opportunity Fund, Inc. | 0.00% | 1,448 | - | - | Mar 31, 2023 |
| LAZARD FUNDS INC | 0.00% | 6,385 | 6,385 | - | Mar 31, 2024 |
| 1290 Funds | 0.00% | 199,000 | - | - | Jan 31, 2024 |
| EQ ADVISORS TRUST | 0.00% | 138,000 | - | - | Mar 31, 2024 |
| iSHARES TRUST | 0.00% | 1,600,000 | - | - | Mar 31, 2024 |
| Northern Lights Fund Trust IV | 0.00% | 27,173 | 1,659 | 6.50% | Feb 29, 2024 |
| RiverNorth Funds | 0.00% | 1,978 | - | - | Dec 31, 2023 |
| Blackstone Alternative Investment Funds | 0.00% | 9,700 | 2,000 | 25.97% | Mar 31, 2024 |
| JOHN HANCOCK VARIABLE INSURANCE TRUST | 0.00% | 148,000 | 148,000 | - | Mar 31, 2024 |
| RBB FUND, INC. | 0.00% | 6,300 | - | - | Feb 29, 2024 |
| PROSHARES TRUST | 0.00% | 11,532 | -31 | -0.27% | Feb 29, 2024 |
| USAA MUTUAL FUNDS TRUST | 0.00% | 9,945 | - | - | Jan 31, 2024 |
| VanEck ETF Trust | 0.00% | 1,699,937 | 265,135 | 18.48% | Jan 31, 2024 |
| Brighthouse Funds Trust I | 0.00% | 229,588 | - | - | Mar 31, 2024 |
| Mercer Funds | 0.00% | 199,800 | - | - | Mar 31, 2024 |
| SEI INSTITUTIONAL MANAGED TRUST | 0.00% | 41,392 | -14,615 | -26.09% | Dec 31, 2023 |
| John Hancock Funds II | 0.00% | 68,000 | 68,000 | - | Feb 29, 2024 |
| AQR Funds | 0.00% | 3,325,000 | - | - | Mar 31, 2024 |
| Legg Mason Global Asset Management Trust | 0.00% | 19,550 | 410 | 2.14% | Mar 28, 2024 |
| WILSHIRE MUTUAL FUNDS INC | 0.00% | 650 | - | - | Dec 31, 2023 |
| SEI INSTITUTIONAL INVESTMENTS TRUST | 0.00% | 20,492 | -28,030 | -57.77% | Feb 29, 2024 |
| JOHN HANCOCK VARIABLE INSURANCE TRUST | 0.00% | 1,898 | - | - | Mar 31, 2024 |
| Morningstar Funds Trust | 0.00% | 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
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 160 | -9.09% |
| 31 Mar, 24 | 176 | 4.76% |
| 31 Dec, 23 | 168 | 3.07% |
| 30 Sep, 23 | 163 | 5.16% |
| 30 Jun, 23 | 155 | 3.33% |
| 31 Mar, 23 | 150 | -8.54% |
| 31 Dec, 22 | 164 | 12.33% |
| 30 Sep, 22 | 146 | -8.75% |
| 30 Jun, 22 | 160 | 6.67% |
| 31 Mar, 22 | 150 | 11.94% |
| 31 Dec, 21 | 134 | 7.20% |
| 30 Sep, 21 | 125 | -6.02% |
| 30 Jun, 21 | 133 | 1.53% |
| 31 Mar, 21 | 131 | -3.68% |
| 31 Dec, 20 | 136 | 9.68% |
| 30 Sep, 20 | 124 | -8.15% |
| 30 Jun, 20 | 135 | -11.76% |
| 31 Mar, 20 | 153 | -6.71% |
| 31 Dec, 19 | 164 | 8.61% |
| 30 Sep, 19 | 151 | 4.86% |
| 30 Jun, 19 | 144 | 5.11% |
| 31 Mar, 19 | 137 | 6.20% |
| 31 Dec, 18 | 129 | -3.73% |
| 30 Sep, 18 | 134 | - |
| 30 Jun, 18 | 134 | -0.74% |
| 31 Mar, 18 | 135 | -4.93% |
| 31 Dec, 17 | 142 | 13.60% |
| 30 Sep, 17 | 125 | -4.58% |
| 30 Jun, 17 | 131 | 3.97% |
| 31 Mar, 17 | 126 | -1.56% |
| 31 Dec, 16 | 128 | 12.28% |
| 30 Sep, 16 | 114 | 1.79% |
| 30 Jun, 16 | 112 | 2.75% |
| 31 Mar, 16 | 109 | 2.83% |
| 31 Dec, 15 | 106 | 2.91% |
| 30 Sep, 15 | 103 | 5.10% |
| 30 Jun, 15 | 98 | - |
| 31 Mar, 15 | 98 | - |
| 31 Dec, 14 | 98 | 7.69% |
| 30 Sep, 14 | 91 | -18.02% |
| 30 Jun, 14 | 111 | -1.77% |
| 31 Mar, 14 | 113 | - |
| 31 Dec, 13 | 113 | 22.83% |
| 30 Sep, 13 | 92 | 3.37% |
| 30 Jun, 13 | 89 | 117.07% |
| 31 Mar, 13 | 41 | 5.13% |
| 31 Dec, 12 | 39 | 21.88% |
| 30 Sep, 12 | 32 | 33.33% |
| 30 Jun, 12 | 24 | 41.18% |
| 31 Mar, 12 | 17 | 21.43% |
| 31 Dec, 11 | 14 | 40.00% |
| 30 Sep, 11 | 10 | -16.67% |
| 30 Jun, 11 | 12 | - |
As of 30 Jun 24, 160 institutions are holding New Mountain Finance's shares, representing a decrease of -9.09% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 34,709,924 | 0.82% |
| 31 Mar, 24 | 34,426,507 | 3.91% |
| 31 Dec, 23 | 33,130,016 | 1.79% |
| 30 Sep, 23 | 32,547,548 | 0.12% |
| 30 Jun, 23 | 32,508,226 | 2.04% |
| 31 Mar, 23 | 31,857,693 | -2.61% |
| 31 Dec, 22 | 32,711,190 | 4.93% |
| 30 Sep, 22 | 31,173,387 | -1.76% |
| 30 Jun, 22 | 31,731,766 | 3.42% |
| 31 Mar, 22 | 30,683,679 | 3.93% |
| 31 Dec, 21 | 29,524,032 | -1.93% |
| 30 Sep, 21 | 30,106,508 | -3.73% |
| 30 Jun, 21 | 31,273,921 | -0.52% |
| 31 Mar, 21 | 31,436,696 | -4.27% |
| 31 Dec, 20 | 32,837,767 | -1.47% |
| 30 Sep, 20 | 33,327,036 | 1.54% |
| 30 Jun, 20 | 32,822,072 | -6.76% |
| 31 Mar, 20 | 35,201,058 | -1.44% |
| 31 Dec, 19 | 35,713,725 | 14.22% |
| 30 Sep, 19 | 31,268,651 | 3.38% |
| 30 Jun, 19 | 30,247,381 | 2.93% |
| 31 Mar, 19 | 29,386,776 | 8.63% |
| 31 Dec, 18 | 27,051,627 | -1.23% |
| 30 Sep, 18 | 27,389,452 | -2.58% |
| 30 Jun, 18 | 28,114,994 | -5.58% |
| 31 Mar, 18 | 29,776,220 | -3.47% |
| 31 Dec, 17 | 30,846,915 | 3.20% |
| 30 Sep, 17 | 29,890,760 | -3.41% |
| 30 Jun, 17 | 30,947,518 | 5.92% |
| 31 Mar, 17 | 29,218,632 | 5.27% |
| 31 Dec, 16 | 27,755,257 | 8.23% |
| 30 Sep, 16 | 25,645,228 | 5.81% |
| 30 Jun, 16 | 24,236,728 | 2.41% |
| 31 Mar, 16 | 23,666,082 | -11.48% |
| 31 Dec, 15 | 26,734,391 | 2.47% |
| 30 Sep, 15 | 26,090,526 | -11.83% |
| 30 Jun, 15 | 29,589,674 | -0.07% |
| 31 Mar, 15 | 29,610,322 | 4.97% |
| 31 Dec, 14 | 28,209,306 | 16.09% |
| 30 Sep, 14 | 24,299,702 | -4.44% |
| 30 Jun, 14 | 25,428,419 | 1.44% |
| 31 Mar, 14 | 25,067,784 | 10.31% |
| 31 Dec, 13 | 22,725,718 | 12.77% |
| 30 Sep, 13 | 20,152,261 | 8.59% |
| 30 Jun, 13 | 18,558,252 | 188.26% |
| 31 Mar, 13 | 6,437,942 | 18.05% |
| 31 Dec, 12 | 5,453,655 | 31.94% |
| 30 Sep, 12 | 4,133,543 | 117.25% |
| 30 Jun, 12 | 1,902,663 | 14.02% |
| 31 Mar, 12 | 1,668,668 | 68.23% |
| 31 Dec, 11 | 991,872 | 1.76% |
| 30 Sep, 11 | 974,716 | -46.65% |
| 30 Jun, 11 | 1,826,941 | - |
New Mountain Finance (NMFC) has 34.71M shares outstanding as of 30 Jun 24, up 0.82% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 33.48% | 2.89% |
| 31 Mar, 24 | 34.05% | 4.71% |
| 31 Dec, 23 | 26.89% | 2.59% |
| 30 Sep, 23 | 32.25% | 3.11% |
| 30 Jun, 23 | 32.21% | 3.23% |
| 31 Mar, 23 | 31.56% | 2.96% |
| 31 Dec, 22 | 32.65% | 3.42% |
| 30 Sep, 22 | 30.92% | 3.11% |
| 30 Jun, 22 | 31.54% | 3.24% |
| 31 Mar, 22 | 31.18% | 3.36% |
| 31 Dec, 21 | 30.47% | 3.16% |
| 30 Sep, 21 | 31.07% | 2.98% |
| 30 Jun, 21 | 32.30% | 3.06% |
| 31 Mar, 21 | 32.47% | 2.82% |
| 31 Dec, 20 | 33.91% | 2.86% |
| 30 Sep, 20 | 34.42% | 3.00% |
| 30 Jun, 20 | 33.90% | 2.56% |
| 31 Mar, 20 | 36.35% | 2.67% |
| 31 Dec, 19 | 36.88% | 2.85% |
| 30 Sep, 19 | 35.95% | 2.55% |
| 30 Jun, 19 | 37.56% | 2.68% |
| 31 Mar, 19 | 37.46% | 3.15% |
| 31 Dec, 18 | 34.48% | 2.66% |
| 30 Sep, 18 | 35.99% | 2.63% |
| 30 Jun, 18 | 37.02% | 2.41% |
| 31 Mar, 18 | 39.21% | 2.38% |
| 31 Dec, 17 | 40.62% | 2.60% |
| 30 Sep, 17 | 39.49% | 2.34% |
| 30 Jun, 17 | 41.05% | 2.34% |
| 31 Mar, 17 | 41.91% | 2.29% |
| 31 Dec, 16 | 42.75% | 2.64% |
| 30 Sep, 16 | 40.22% | 2.79% |
| 30 Jun, 16 | 37.96% | 2.77% |
| 31 Mar, 16 | 37.02% | 1.85% |
| 31 Dec, 15 | 44.77% | 2.27% |
| 30 Sep, 15 | 44.43% | 1.71% |
| 30 Jun, 15 | 50.95% | 1.95% |
| 31 Mar, 15 | 51.05% | 1.72% |
| 31 Dec, 14 | 54.41% | 2.50% |
| 30 Sep, 14 | 46.67% | 1.92% |
| 30 Jun, 14 | 49.28% | 1.74% |
| 31 Mar, 14 | 53.26% | 2.28% |
| 31 Dec, 13 | 48.28% | 1.73% |
| 30 Sep, 13 | 52.81% | 1.60% |
| 30 Jun, 13 | 57.47% | 8.85% |
| 31 Mar, 13 | 25.48% | 5.47% |
| 31 Dec, 12 | 21.58% | 5.41% |
| 30 Sep, 12 | 19.98% | 6.32% |
| 30 Jun, 12 | 17.79% | 7.31% |
| 31 Mar, 12 | 15.60% | 35.01% |
| 31 Dec, 11 | 6.67% | 8.04% |
| 30 Sep, 11 | 9.11% | 3.12% |
| 30 Jun, 11 | 17.08% | - |
As of 30 Jun 24, New Mountain Finance is held by 33.48% institutional shareholders, representing a 2.89% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 78 | -14.29% |
| 31 Mar, 24 | 91 | 12.35% |
| 31 Dec, 23 | 81 | 9.46% |
| 30 Sep, 23 | 74 | 5.71% |
| 30 Jun, 23 | 70 | 7.69% |
| 31 Mar, 23 | 65 | -19.75% |
| 31 Dec, 22 | 81 | 26.56% |
| 30 Sep, 22 | 64 | -18.99% |
| 30 Jun, 22 | 79 | 6.76% |
| 31 Mar, 22 | 74 | 12.12% |
| 31 Dec, 21 | 66 | 10.00% |
| 30 Sep, 21 | 60 | -9.09% |
| 30 Jun, 21 | 66 | 10.00% |
| 31 Mar, 21 | 60 | -11.76% |
| 31 Dec, 20 | 68 | 25.93% |
| 30 Sep, 20 | 54 | -12.90% |
| 30 Jun, 20 | 62 | -22.50% |
| 31 Mar, 20 | 80 | -18.37% |
| 31 Dec, 19 | 98 | 24.05% |
| 30 Sep, 19 | 79 | 12.86% |
| 30 Jun, 19 | 70 | -1.41% |
| 31 Mar, 19 | 71 | 20.34% |
| 31 Dec, 18 | 59 | -1.67% |
| 30 Sep, 18 | 60 | 22.45% |
| 30 Jun, 18 | 49 | -5.77% |
| 31 Mar, 18 | 52 | -26.76% |
| 31 Dec, 17 | 71 | 22.41% |
| 30 Sep, 17 | 58 | -9.38% |
| 30 Jun, 17 | 64 | -1.54% |
| 31 Mar, 17 | 65 | -14.47% |
| 31 Dec, 16 | 76 | 46.15% |
| 30 Sep, 16 | 52 | 13.04% |
| 30 Jun, 16 | 46 | -11.54% |
| 31 Mar, 16 | 52 | -14.75% |
| 31 Dec, 15 | 61 | - |
| 30 Sep, 15 | 61 | 17.31% |
| 30 Jun, 15 | 52 | 15.56% |
| 31 Mar, 15 | 45 | -23.73% |
| 31 Dec, 14 | 59 | 51.28% |
| 30 Sep, 14 | 39 | -42.65% |
| 30 Jun, 14 | 68 | -9.33% |
| 31 Mar, 14 | 75 | 2.74% |
| 31 Dec, 13 | 73 | 17.74% |
| 30 Sep, 13 | 62 | -15.07% |
| 30 Jun, 13 | 73 | 170.37% |
| 31 Mar, 13 | 27 | -10.00% |
| 31 Dec, 12 | 30 | - |
| 30 Sep, 12 | 30 | 66.67% |
| 30 Jun, 12 | 18 | 28.57% |
| 31 Mar, 12 | 14 | 7.69% |
| 31 Dec, 11 | 13 | 62.50% |
| 30 Sep, 11 | 8 | -33.33% |
| 30 Jun, 11 | 12 | - |
78 institutional shareholders have increased their position in NMFC stock as of 30 Jun 24 compared to 91 in the previous quarter (a -14.29% decrease).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 35 | -12.50% |
| 31 Mar, 24 | 40 | -11.11% |
| 31 Dec, 23 | 45 | -2.17% |
| 30 Sep, 23 | 46 | 9.52% |
| 30 Jun, 23 | 42 | -6.67% |
| 31 Mar, 23 | 45 | 15.38% |
| 31 Dec, 22 | 39 | -2.50% |
| 30 Sep, 22 | 40 | 2.56% |
| 30 Jun, 22 | 39 | 25.81% |
| 31 Mar, 22 | 31 | -6.06% |
| 31 Dec, 21 | 33 | -2.94% |
| 30 Sep, 21 | 34 | -22.73% |
| 30 Jun, 21 | 44 | 2.33% |
| 31 Mar, 21 | 43 | -14.00% |
| 31 Dec, 20 | 50 | 8.70% |
| 30 Sep, 20 | 46 | 4.55% |
| 30 Jun, 20 | 44 | -2.22% |
| 31 Mar, 20 | 45 | 55.17% |
| 31 Dec, 19 | 29 | -21.62% |
| 30 Sep, 19 | 37 | -11.90% |
| 30 Jun, 19 | 42 | 23.53% |
| 31 Mar, 19 | 34 | -20.93% |
| 31 Dec, 18 | 43 | 10.26% |
| 30 Sep, 18 | 39 | -20.41% |
| 30 Jun, 18 | 49 | 6.52% |
| 31 Mar, 18 | 46 | 6.98% |
| 31 Dec, 17 | 43 | 2.38% |
| 30 Sep, 17 | 42 | 20.00% |
| 30 Jun, 17 | 35 | 6.06% |
| 31 Mar, 17 | 33 | 10.00% |
| 31 Dec, 16 | 30 | -34.78% |
| 30 Sep, 16 | 46 | 4.55% |
| 30 Jun, 16 | 44 | 18.92% |
| 31 Mar, 16 | 37 | 42.31% |
| 31 Dec, 15 | 26 | 8.33% |
| 30 Sep, 15 | 24 | -17.24% |
| 30 Jun, 15 | 29 | -14.71% |
| 31 Mar, 15 | 34 | 41.67% |
| 31 Dec, 14 | 24 | -35.14% |
| 30 Sep, 14 | 37 | 32.14% |
| 30 Jun, 14 | 28 | -3.45% |
| 31 Mar, 14 | 29 | 7.41% |
| 31 Dec, 13 | 27 | 35.00% |
| 30 Sep, 13 | 20 | 100.00% |
| 30 Jun, 13 | 10 | 66.67% |
| 31 Mar, 13 | 6 | - |
| 31 Dec, 12 | 6 | - |
| 30 Sep, 12 | - | -100.00% |
| 30 Jun, 12 | 5 | 150.00% |
| 31 Mar, 12 | 2 | - |
| 31 Dec, 11 | - | -100.00% |
| 30 Sep, 11 | 2 | - |
| 30 Jun, 11 | - | - |
35 institutional shareholders have reduced their position in NMFC stock as of 30 Jun 24 compared to 40 in the previous quarter (a -12.50% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 160 | -9.09% | 34,709,924 | 0.82% | 33.48% | 2.89% | 78 | -14.29% | 35 | -12.50% |
| 31 Mar, 24 | 176 | 4.76% | 34,426,507 | 3.91% | 34.05% | 4.71% | 91 | 12.35% | 40 | -11.11% |
| 31 Dec, 23 | 168 | 3.07% | 33,130,016 | 1.79% | 26.89% | 2.59% | 81 | 9.46% | 45 | -2.17% |
| 30 Sep, 23 | 163 | 5.16% | 32,547,548 | 0.12% | 32.25% | 3.11% | 74 | 5.71% | 46 | 9.52% |
| 30 Jun, 23 | 155 | 3.33% | 32,508,226 | 2.04% | 32.21% | 3.23% | 70 | 7.69% | 42 | -6.67% |
| 31 Mar, 23 | 150 | -8.54% | 31,857,693 | -2.61% | 31.56% | 2.96% | 65 | -19.75% | 45 | 15.38% |
| 31 Dec, 22 | 164 | 12.33% | 32,711,190 | 4.93% | 32.65% | 3.42% | 81 | 26.56% | 39 | -2.50% |
| 30 Sep, 22 | 146 | -8.75% | 31,173,387 | -1.76% | 30.92% | 3.11% | 64 | -18.99% | 40 | 2.56% |
| 30 Jun, 22 | 160 | 6.67% | 31,731,766 | 3.42% | 31.54% | 3.24% | 79 | 6.76% | 39 | 25.81% |
| 31 Mar, 22 | 150 | 11.94% | 30,683,679 | 3.93% | 31.18% | 3.36% | 74 | 12.12% | 31 | -6.06% |
| 31 Dec, 21 | 134 | 7.20% | 29,524,032 | -1.93% | 30.47% | 3.16% | 66 | 10.00% | 33 | -2.94% |
| 30 Sep, 21 | 125 | -6.02% | 30,106,508 | -3.73% | 31.07% | 2.98% | 60 | -9.09% | 34 | -22.73% |
| 30 Jun, 21 | 133 | 1.53% | 31,273,921 | -0.52% | 32.30% | 3.06% | 66 | 10.00% | 44 | 2.33% |
| 31 Mar, 21 | 131 | -3.68% | 31,436,696 | -4.27% | 32.47% | 2.82% | 60 | -11.76% | 43 | -14.00% |
| 31 Dec, 20 | 136 | 9.68% | 32,837,767 | -1.47% | 33.91% | 2.86% | 68 | 25.93% | 50 | 8.70% |
| 30 Sep, 20 | 124 | -8.15% | 33,327,036 | 1.54% | 34.42% | 3.00% | 54 | -12.90% | 46 | 4.55% |
| 30 Jun, 20 | 135 | -11.76% | 32,822,072 | -6.76% | 33.90% | 2.56% | 62 | -22.50% | 44 | -2.22% |
| 31 Mar, 20 | 153 | -6.71% | 35,201,058 | -1.44% | 36.35% | 2.67% | 80 | -18.37% | 45 | 55.17% |
| 31 Dec, 19 | 164 | 8.61% | 35,713,725 | 14.22% | 36.88% | 2.85% | 98 | 24.05% | 29 | -21.62% |
| 30 Sep, 19 | 151 | 4.86% | 31,268,651 | 3.38% | 35.95% | 2.55% | 79 | 12.86% | 37 | -11.90% |
| 30 Jun, 19 | 144 | 5.11% | 30,247,381 | 2.93% | 37.56% | 2.68% | 70 | -1.41% | 42 | 23.53% |
| 31 Mar, 19 | 137 | 6.20% | 29,386,776 | 8.63% | 37.46% | 3.15% | 71 | 20.34% | 34 | -20.93% |
| 31 Dec, 18 | 129 | -3.73% | 27,051,627 | -1.23% | 34.48% | 2.66% | 59 | -1.67% | 43 | 10.26% |
| 30 Sep, 18 | 134 | - | 27,389,452 | -2.58% | 35.99% | 2.63% | 60 | 22.45% | 39 | -20.41% |
| 30 Jun, 18 | 134 | -0.74% | 28,114,994 | -5.58% | 37.02% | 2.41% | 49 | -5.77% | 49 | 6.52% |
| 31 Mar, 18 | 135 | -4.93% | 29,776,220 | -3.47% | 39.21% | 2.38% | 52 | -26.76% | 46 | 6.98% |
| 31 Dec, 17 | 142 | 13.60% | 30,846,915 | 3.20% | 40.62% | 2.60% | 71 | 22.41% | 43 | 2.38% |
| 30 Sep, 17 | 125 | -4.58% | 29,890,760 | -3.41% | 39.49% | 2.34% | 58 | -9.38% | 42 | 20.00% |
| 30 Jun, 17 | 131 | 3.97% | 30,947,518 | 5.92% | 41.05% | 2.34% | 64 | -1.54% | 35 | 6.06% |
| 31 Mar, 17 | 126 | -1.56% | 29,218,632 | 5.27% | 41.91% | 2.29% | 65 | -14.47% | 33 | 10.00% |
| 31 Dec, 16 | 128 | 12.28% | 27,755,257 | 8.23% | 42.75% | 2.64% | 76 | 46.15% | 30 | -34.78% |
| 30 Sep, 16 | 114 | 1.79% | 25,645,228 | 5.81% | 40.22% | 2.79% | 52 | 13.04% | 46 | 4.55% |
| 30 Jun, 16 | 112 | 2.75% | 24,236,728 | 2.41% | 37.96% | 2.77% | 46 | -11.54% | 44 | 18.92% |
| 31 Mar, 16 | 109 | 2.83% | 23,666,082 | -11.48% | 37.02% | 1.85% | 52 | -14.75% | 37 | 42.31% |
| 31 Dec, 15 | 106 | 2.91% | 26,734,391 | 2.47% | 44.77% | 2.27% | 61 | - | 26 | 8.33% |
| 30 Sep, 15 | 103 | 5.10% | 26,090,526 | -11.83% | 44.43% | 1.71% | 61 | 17.31% | 24 | -17.24% |
| 30 Jun, 15 | 98 | - | 29,589,674 | -0.07% | 50.95% | 1.95% | 52 | 15.56% | 29 | -14.71% |
| 31 Mar, 15 | 98 | - | 29,610,322 | 4.97% | 51.05% | 1.72% | 45 | -23.73% | 34 | 41.67% |
| 31 Dec, 14 | 98 | 7.69% | 28,209,306 | 16.09% | 54.41% | 2.50% | 59 | 51.28% | 24 | -35.14% |
| 30 Sep, 14 | 91 | -18.02% | 24,299,702 | -4.44% | 46.67% | 1.92% | 39 | -42.65% | 37 | 32.14% |
| 30 Jun, 14 | 111 | -1.77% | 25,428,419 | 1.44% | 49.28% | 1.74% | 68 | -9.33% | 28 | -3.45% |
| 31 Mar, 14 | 113 | - | 25,067,784 | 10.31% | 53.26% | 2.28% | 75 | 2.74% | 29 | 7.41% |
| 31 Dec, 13 | 113 | 22.83% | 22,725,718 | 12.77% | 48.28% | 1.73% | 73 | 17.74% | 27 | 35.00% |
| 30 Sep, 13 | 92 | 3.37% | 20,152,261 | 8.59% | 52.81% | 1.60% | 62 | -15.07% | 20 | 100.00% |
| 30 Jun, 13 | 89 | 117.07% | 18,558,252 | 188.26% | 57.47% | 8.85% | 73 | 170.37% | 10 | 66.67% |
| 31 Mar, 13 | 41 | 5.13% | 6,437,942 | 18.05% | 25.48% | 5.47% | 27 | -10.00% | 6 | - |
| 31 Dec, 12 | 39 | 21.88% | 5,453,655 | 31.94% | 21.58% | 5.41% | 30 | - | 6 | - |
| 30 Sep, 12 | 32 | 33.33% | 4,133,543 | 117.25% | 19.98% | 6.32% | 30 | 66.67% | - | -100.00% |
| 30 Jun, 12 | 24 | 41.18% | 1,902,663 | 14.02% | 17.79% | 7.31% | 18 | 28.57% | 5 | 150.00% |
| 31 Mar, 12 | 17 | 21.43% | 1,668,668 | 68.23% | 15.60% | 35.01% | 14 | 7.69% | 2 | - |
| 31 Dec, 11 | 14 | 40.00% | 991,872 | 1.76% | 6.67% | 8.04% | 13 | 62.50% | - | -100.00% |
| 30 Sep, 11 | 10 | -16.67% | 974,716 | -46.65% | 9.11% | 3.12% | 8 | -33.33% | 2 | - |
| 30 Jun, 11 | 12 | - | 1,826,941 | - | 17.08% | - | 12 | - | - | - |
New Mountain Finance Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
Insider Sells
All Insider Owners Trades
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 Corbett Kris on Aug 07 2024, buying 6,500 shares at $11.72 per share (worth $76.16K).
New Mountain Finance Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | 1 | - | - |
| Q2 2024 | 1 | 2 | 50.00% |
| Q4 2023 | - | - | - |
| Q3 2023 | - | 1 | - |
| Q2 2023 | 3 | - | - |
| Q1 2023 | 13 | - | - |
| Q4 2022 | 1 | - | - |
| Q3 2022 | 3 | - | - |
| Q2 2022 | 34 | - | - |
| Q1 2022 | - | 2 | - |
| Q4 2021 | - | 1 | - |
| Q3 2021 | 3 | - | - |
| Q1 2021 | 1 | - | - |
| Q4 2020 | 1 | 1 | 100.00% |
| Q3 2020 | 20 | - | - |
| Q2 2020 | 16 | - | - |
| Q1 2020 | 17 | - | - |
| Q4 2019 | 6 | - | - |
| Q3 2019 | 7 | - | - |
| Q1 2019 | 1 | - | - |
1 total buy trades, and 0 total sell trades (buy/sell ratio of 0%) were made by New Mountain Finance's insiders, as of Q3 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | 1 | - | - |
| Q2 2024 | 1 | 2 | 50.00% |
| Q4 2023 | - | - | - |
| Q3 2023 | - | 1 | - |
| Q2 2023 | 3 | - | - |
| Q1 2023 | 13 | - | - |
| Q4 2022 | 1 | - | - |
| Q3 2022 | 3 | - | - |
| Q2 2022 | 34 | - | - |
| Q1 2022 | - | - | - |
| Q4 2021 | - | - | - |
| Q3 2021 | 3 | - | - |
| Q1 2021 | 1 | - | - |
| Q4 2020 | 1 | - | - |
| Q3 2020 | 20 | - | - |
| Q2 2020 | 16 | - | - |
| Q1 2020 | 17 | - | - |
| Q4 2019 | 6 | - | - |
| Q3 2019 | 7 | - | - |
| Q1 2019 | 1 | - | - |
As of Q3 2024, Insider owners conducted 1 open market buy trades and 0 open market sell trades of New Mountain Finance's stocks.
NMFC Ownership FAQ
Who Owns New Mountain Finance?
New Mountain Finance is owned by institutional shareholders (33.48%), insiders (10.23%), and public (56.28%). The largest institutional shareholder of New Mountain Finance is CERITY PARTNERS LLC (3.59% of total shares) and the top mutual fund owner is FIRST TRUST SPECIALTY FINANCE & FINANCIAL OPPORTUNITIES FUND (8.30% of total shares).
Who are the major institutional shareholders of New Mountain Finance?
New Mountain Finance's major institutional shareholders are CERITY PARTNERS LLC, HIGHTOWER ADVISORS, LLC, ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC, LSV ASSET MANAGEMENT, and VAN ECK ASSOCIATES CORP. The top five shareholders own together 14.04% of the company's share outstanding.
How many New Mountain Finance shareholders are there?
As of Jun 2024, there are 160 institutional shareholders of New Mountain Finance.
What percentage of New Mountain Finance is owned by CERITY PARTNERS LLC?
CERITY PARTNERS LLC owns 3.72M shares of New Mountain Finance, representing 3.59% of the company's total shares outstanding, valued at $45.58M (as of Jun 2024).
What percentage of New Mountain Finance is owned by HIGHTOWER ADVISORS, LLC?
As of Jun 2024, HIGHTOWER ADVISORS, LLC holds 3.14M shares of New Mountain Finance (NMFC), compromising 3.03% of the company, valued at $38.43M.
What percentage of New Mountain Finance is owned by ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC?
ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC is the third largest holder of New Mountain Finance. The company owns 3.06M of the company's shares outstanding (worth $37.5M).