Company · Ownership research

New Mountain Finance Corp NMFC

CIK 0001496099 · CUSIP 647551100

Insider tradingInitial holdingsInstitutional holders

Quarter-end disclosures, not live holdings.

Several CUSIPs are reported for this company; this page shows CUSIP 647551100 (NMFC), not CUSIP 647551900 (NMFC), and does not merge CUSIPs.

This page lists the top 20 of 85 rows by value; the complete set is available through the API.

Some filings reported values in thousands; those figures were scaled ×1,000 to dollars.

Top 20 institutions

Weight means this stock's share of the manager's own portfolio.

By reported value

#	Manager	Value	Manager weight	Change vs prior	Source
01	LSV ASSET MANAGEMENT CIK 1050470 · View history	$21.36M 3,087,318 shares	0.04%	+86.60K(+2.90%)Added	SEC filing ↗ Nov 6, 2026	▾
02	UBS Group AG CIK 1610520 · View history	$18.93M 2,735,897 shares	0.00%	+258.35K(+10.40%)Added	SEC filing ↗ Nov 10, 2026	▾
03	Invesco Ltd. CIK 914208 · View history	$12.38M 1,788,727 shares	0.00%	+231.08K(+14.80%)Added	SEC filing ↗ Nov 12, 2026	▾
04	Russell Investments Group, Ltd. CIK 1692234 · View history	$9.86M 1,425,503 shares	0.01%	+42.33K(+3.10%)Added	SEC filing ↗ Nov 6, 2026	▾
05	JPMORGAN CHASE & CO CIK 19617 · View history	$6.17M 879,862 shares	0.00%	+810.30K(+1,164.90%)Added	SEC filing ↗ Nov 12, 2026	▾
06	Muzinich & Co., Inc. CIK 1618824 · View history	$6.08M 878,605 shares	2.02%	+28.43K(+3.30%)Added	SEC filing ↗ Oct 22, 2026	▾
07	Union Bancaire Privee, UBP SA CIK 1716607 · View history	$5.70M 5,193 shares	0.06%	0(0.00%)Unchanged	SEC filing ↗ Nov 4, 2026	▾
08	Sumitomo Mitsui Trust Group, Inc. CIK 1475365 · View history	$4.76M 688,578 shares	0.00%	0(0.00%)Unchanged	SEC filing ↗ Oct 29, 2026	▾
09	FRANKLIN RESOURCES INC CIK 38777 · View history	$4.23M 595,184 shares	0.00%	+595.18KNew	SEC filing ↗ Nov 12, 2026	▾
10	OSAIC HOLDINGS, INC. CIK 1677044 · View history	$3.65M 527,607 shares	0.00%	+35.43K(+7.20%)Added	SEC filing ↗ Nov 12, 2026	▾
11	Focus Partners Wealth CIK 1542153 · View history	$3.60M 519,914 shares	0.00%	+102.30K(+24.50%)Added	SEC filing ↗ Nov 12, 2026	▾
12	HighTower Advisors, LLC CIK 1462245 · View history	$3.03M 437,872 shares	0.00%	+14.07K(+3.30%)Added	SEC filing ↗ Nov 10, 2026	▾
13	Hennion & Walsh Asset Management, Inc. CIK 1861642 · View history	$2.70M 389,692 shares	0.08%	-93.63K(-19.40%)Reduced	SEC filing ↗ Oct 13, 2026	▾
14	GraniteShares Advisors LLC CIK 1839545 · View history	$2.68M 387,410 shares	1.76%	+84.08K(+27.70%)Added	SEC filing ↗ Oct 29, 2026	▾
15	Universal- Beteiligungs- und Servicegesellschaft mbH CIK 2057170 · View history	$2.38M 344,000 shares	0.00%	0(0.00%)Unchanged	SEC filing ↗ Nov 10, 2026	▾
16	Arax Advisory Partners CIK 1586767 · View history	$2.25M 325,727 shares	0.01%	+315.13K(+2,972.90%)Added	SEC filing ↗ Nov 12, 2026	▾
17	Tranquility Partners, LLC CIK 1783773 · View history	$2.01M 290,807 shares	0.70%	+6.58K(+2.30%)Added	SEC filing ↗ Oct 20, 2026	▾
18	CONFLUENCE INVESTMENT MANAGEMENT LLC CIK 1442056 · View history	$1.96M 283,303 shares	0.03%	+5.69K(+2.10%)Added	SEC filing ↗ Oct 1, 2026	▾
19	Advisors Asset Management, Inc. CIK 1297376 · View history	$1.66M 239,450 shares	0.03%	+30.84K(+14.80%)Added	SEC filing ↗ Nov 10, 2026	▾
20	STATE STREET CORP CIK 93751 · View history	$1.07M 154,156 shares	0.00%	+4.27K(+2.90%)Added	SEC filing ↗ Nov 12, 2026	▾

Showing 20 / 85 institutions. The complete set is available through the API.

Coverage & totals by quarter

Reporting institutions

Cancelled or null records excluded

Disclosed shares

17,399,946

Not deduplicated across managers

Disclosed value

$126.28M

Not market cap or free float

Reporting institutions by quarter

Counts also change with data coverage and reporting entities; they do not measure net buying. Distinct managers with a live stock row in this CUSIP; totals may include overlapping filings and are not a share of the company.

New Mountain Finance Corp · Q3 2026

Explore all 85 reporting institutions.

This page includes 20 of 85 reporting institutions. Log in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.

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Sources, coverage & how to read this data

Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.