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NMFC · Company research

NEW MOUNTAIN FINANCE CORPORATION (NMFC): Ownership & Institutional Holders

Reported institutional positions. Filing dates and sources matter.

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RESEARCH CONTEXT

Understand the numbers

Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.

22records availableFinancial Services

Ownership & Institutional Holders data

Database-backed records only

22 rows
holder namecikperiod endshares heldmarket valueownership percentshares changeshares change percentfiling datedata source
GEODE CAPITAL MANAGEMENT, LLC1214717Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)53270381945———Aug 12, 2026SEC_13F_DATASET
MACKENZIE FINANCIAL CORP919859Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)33498240181———Aug 13, 2026SEC_13F_DATASET
LSV ASSET MANAGEMENT1050470Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)300071821515———Aug 6, 2026SEC_13F_DATASET
CONFLUENCE INVESTMENT MANAGEMENT LLC1442056Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)1967891410977———Jul 1, 2026SEC_13F_DATASET
AMERIPRISE FINANCIAL INC820027Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)51974372651———Aug 14, 2026SEC_13F_DATASET
NEUBERGER BERMAN GROUP LLC1465109Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)109540785402———Aug 13, 2026SEC_13F_DATASET
Miller Global Investments, LLC2099097Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)23815170754———Jul 1, 2026SEC_13F_DATASET
BNP PARIBAS FINANCIAL MARKETS1166588Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)683549007———Aug 13, 2026SEC_13F_DATASET
CHILTON INVESTMENT CO INC.1332632Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)22020157883———Aug 14, 2026SEC_13F_DATASET
Generali Investments CEE, investicni spolecnost, a.s.2047540Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)25251181050———Jul 13, 2026SEC_13F_DATASET
Bank & Trust Co2026082Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)4223026———Jul 10, 2026SEC_13F_DATASET
PIN OAK INVESTMENT ADVISORS INC1094584Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)9698———Aug 11, 2026SEC_13F_DATASET
Fayez Sarofim & Co937729Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)31317224543———Aug 17, 2026SEC_13F_DATASET
Russell Investments Group, Ltd.1692234Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)13831719917336———Aug 6, 2026SEC_13F_DATASET
COMPASS FINANCIAL MANAGEMENT LLC2148724Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)104778———Aug 12, 2026SEC_13F_DATASET
Sumitomo Mitsui Trust Group, Inc.1475365Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)6885784937104———Jul 30, 2026SEC_13F_DATASET
AMERIPRISE FINANCIAL INC820027Tue Mar 31 2026 00:00:00 GMT+0000 (Coordinated Universal Time)2914912261971———Jul 17, 2026SEC_13F_DATASET
Jump Financial, LLC1831577Mon Jun 30 2025 00:00:00 GMT+0000 (Coordinated Universal Time)16400173020———Aug 13, 2026SEC_13F_DATASET
Advisors Asset Management, Inc.1297376Fri Sep 30 2022 00:00:00 GMT+0000 (Coordinated Universal Time)3597954148———Aug 26, 2026SEC_13F_DATASET
Advisors Asset Management, Inc.1297376Fri Dec 31 2021 00:00:00 GMT+0000 (Coordinated Universal Time)3323824553633———Aug 27, 2026SEC_13F_DATASET
Advisors Asset Management, Inc.1297376Sun Jun 30 2019 00:00:00 GMT+0000 (Coordinated Universal Time)2606933641881———Aug 18, 2026SEC_13F_DATASET
Advisors Asset Management, Inc.1297376Sun Mar 31 2019 00:00:00 GMT+0000 (Coordinated Universal Time)3034864118305———Aug 18, 2026SEC_13F_DATASET

Informational research only, not financial advice. Forecasts are uncertain and can be wrong.