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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 8.45% institutional investors, 12.38% insiders, and 79.17% retail investors. Lsv asset management is the largest institutional shareholder, holding 2.82% of NMFC shares. VanEck BDC Income ETF is the top mutual fund, with 1.74% of its assets in New Mountain Finance shares.

NMFC Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockNew Mountain Finance8.45%12.38%79.17%
SectorFinancial Services Stocks 32.19%15.44%52.37%
IndustryAsset Management Stocks46.20%8.54%45.25%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Lsv asset management2.99M2.82%$27.51M
Van eck associates2.59M2.40%$24.97M
Jpmorgan chase2.04M1.92%$18.78M
Ubs group1.54M1.45%$14.19M
Invesco1.22M1.13%$11.76M
Morgan stanley1.13M1.06%$10.37M
Dimension capital management1.13M1.05%$10.92M
Cerity partners1.04M0.98%$9.60M
Muzinich849.44K0.80%$7.82M
Legal & general group742.42K0.70%$6.83M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Muzinich849.44K2.46%$7.82M
Graniteshares advisors293.80K1.64%$2.71M
Dimension capital management1.13M1.57%$10.92M
Tranquility partners268.07K0.89%$2.47M
Union bancaire privee, ubp sa22.39K0.38%$31.95M
Wealthedge investment advisors96.22K0.35%$927.54K
Ares management602.58K0.32%$5.55M
Transcend capital advisors420.51K0.30%$3.87M
Mckinley capital management135.75K0.29%$1.66M
Virtus investment advisers97.91K0.27%$943.87K

Top Buyers

HolderShares% AssetsChange
Jpmorgan chase2.04M0.00%443.02K
Ubs group1.54M0.00%385.89K
Jane street group390.59K0.00%379.23K
Lsv asset management2.99M0.06%353.06K
Pathstone649.51K0.02%338.97K

Top Sellers

HolderShares% AssetsChange
Cerity partners1.04M0.01%-1.03M
Brandywine global investment management---470.30K
Two sigma advisers, lp604.60K0.01%-449.50K
Allspring global investments---407.20K
Two sigma investments, lp445.10K0.01%-302.88K

New Positions

HolderShares% AssetsChangeValue
Hb wealth management101.35K0.01%101.35K$933.47K
Quadrature capital48.49K0.01%48.49K$467.42K
Nordwand advisors41.80K0.07%41.80K$384.98K
Wiley bros.-aintree capital32.80K0.00%32.80K$316.18K
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 %
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%
Mar 31, 20255-97.09%929,591-97.26%-0.09%2-97.62%3-94.00%
Dec 31, 2024160-6.43%31,874,824-8.93%292.81%752.74%47-12.96%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
VanEck BDC Income ETF1.75M1.74%-
Allspring Special Small Cap Value A1.84M1.70%-530.95K
Invesco KBW High Dividend Yld Fincl ETF1.32M1.31%4.91K
iShares Listed Private Eq ETF USD Dist496.90K0.49%76.39K
Putnam BDC Income ETF448.43K0.42%-
GraniteShares HIPS US High Income ETF262.04K0.26%-
Accelerate Divers Crdt Inc ETF208.87K0.21%8.27K
Mercer US Small/Mid Cap Equity Y3199.80K0.20%-
First Trust Specialty Finance191.90K0.19%-
Undrly L&G Pen PMC Diversified203.79K0.19%4.87K

Recent Insider Transactions

DateNameRoleActivityValue
Mar 17, 2026Weinstein Adam B. EVP, CAO and DirectorBuy$98.16K
Mar 10, 2026KLINSKY STEVEN B Buy$600.42K
Mar 11, 2026KLINSKY STEVEN B Buy$1.48M
Mar 10, 2026KLINSKY STEVEN B Buy$1.20M
Mar 11, 2026KLINSKY STEVEN B Buy$741.24K

Insider Transactions Trends

DateBuySell
2026 Q120-
2025 Q37-
2025 Q14-
2024 Q456-
2024 Q31-

NMFC Ownership FAQ

Who Owns New Mountain Finance?

New Mountain Finance shareholders are primarily institutional investors at 8.45%, followed by 12.38% insiders and 79.17% retail investors. The average institutional ownership in New Mountain Finance's industry, Asset Management Stocks, is 46.20%, 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 (2.99M shares, 2.82%), Van eck associates (2.59M shares, 2.40%), and Jpmorgan chase (2.04M shares, 1.92%). Together, they hold 7.14% 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 2.46% of its assets in 849.44K New Mountain Finance shares, valued at 7.82M$.

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 1.74% of its total shares outstanding invested in 1.75M New Mountain Finance shares.

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