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NMFC

NMFC — 13F Holders Deep Dive

New Mountain Finance CORP

-$126.0M

Net Activity

Institutions Holding

153

Popularity Rank

#3521

Avg Weight

0.06%

Total Value

$216.5M

Ownership Trend

153 institutions currently hold NMFC, with 58 net buyers and 92 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Majority Decreased

Based on recent trading activity

Net Selling Institutions

92

Net Buying Institutions

58

Key Holders

Key Holders

Top 5 by Value

LA
Lsv Asset Management
$23.5M
IL
Invesco Ltd.
$16.6M
UG
UBS Group AG
$16.2M
VE
Van Eck Associates CORP
$13.9M
DC
Dimension Capital Management LLC
$9.0M

Top 5 by Conviction

M&
Muzinich & Co., Inc.
2.30%
GA
GraniteShares Advisors LLC
1.47%
DC
Dimension Capital Management LLC
1.26%
TP
Tranquility Partners, LLC
0.93%
VC
VARCOV Co.
0.36%
View all 153 holding institutions

Across its top 20 institutional holders, NMFC's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 7/100, avg. turnover score 23/100).

Quarterly Activity

Recent Activity

+$123.2M

Total Buy Value

$214.8M

Total Sell Value

New buy22
Trim55
Add36
Sold out37

58

Net Buyers

92

Net Sellers

Smart Money Convergence

NMFC does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.

13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

CUSIP

647551100

FAQ

Who are the top institutional investors holding NEW MOUNTAIN FINANCE CORP (NMFC)?
Major stakeholders currently include Lsv Asset Management ($23.5M), Invesco Ltd. ($16.6M), UBS Group AG ($16.2M). Based on the latest 13F filings, there are a total of 153 tracked investment funds and institutions maintaining positions in NMFC.
What is the overall institutional sentiment toward NMFC recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $126.0M, driven by 58 managers accumulating shares while 92 reduced their exposure.
Which institutions have been selling or reducing their NMFC positions?
In the latest period, 55 funds trimmed their holdings, and 37 managers completely exited their positions. The aggregate reported sell value was $214.8M.
Are there any notable investors adding NMFC to their portfolios?
Yes, buying activity remains notable. 22 institutions opened new positions in {ticker}, and 36 existing holders added to their shares. The total reported buy value for the quarter amounted to $123.2M.

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