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New Mountain Finance Ownership | Who Owns New Mountain Finance?

OverviewRevenueFinancialsChartTranscripts

New Mountain Finance Ownership Summary

New Mountain Finance is owned by 33.53% institutional investors, 10.31% insiders, and 56.16% retail investors. Cerity partners is the largest institutional shareholder, holding 3.59% of NMFC shares. Allspring Special Small Cap Value A is the top mutual fund, with 2.34% of its assets in New Mountain Finance shares.

NMFC Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockNew Mountain Finance33.53%10.31%56.16%
SectorFinancial Services Stocks 43.20%12.55%44.25%
IndustryAsset Management Stocks39.76%8.77%51.48%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Allspring Special Small Cap Value A2.52M2.34%-
VanEck BDC Income ETF2.11M1.96%-
First Trust Specialty Finance353.00K0.33%-
iShares Listed Private Eq ETF USD Dist347.20K0.32%-
Putnam BDC Income ETF222.88K0.21%222.88K
Brighthouse Small Cap Value A212.27K0.20%-
Mercer US Small/Mid Cap Equity Y3199.80K0.19%-
Undrly L&G Pen PMC Diversified198.92K0.18%421.00
GraniteShares HIPS US High Income ETF182.16K0.17%-
Undrly Fid DC L&G Fut Wld Mlt Asst MAGJ169.34K0.16%169.34K

Recent Insider Transactions

DateNameRoleActivityValue
Nov 15, 2024KLINSKY STEVEN B-Buy$199.40K
Nov 14, 2024KLINSKY STEVEN B-Buy$174.24K
Nov 15, 2024KLINSKY STEVEN B-Buy$398.78K
Nov 14, 2024KLINSKY STEVEN B-Buy$348.50K
Nov 12, 2024KLINSKY STEVEN B-Buy$217.45K

Insider Transactions Trends

DateBuySell
2024 Q424-
2024 Q31-
2024 Q212
2023 Q4--
2023 Q3-1

NMFC Ownership FAQ

Who Owns New Mountain Finance?

New Mountain Finance shareholders are primarily institutional investors at 33.53%, followed by 10.31% insiders and 56.16% retail investors. The average institutional ownership in New Mountain Finance's industry, Asset Management Stocks, is 39.76%, which New Mountain Finance falls below.

Who owns the most shares of New Mountain Finance?

New Mountain Finance’s largest shareholders are Cerity partners (3.72M shares, 3.59%), Hightower advisors (3.14M shares, 3.03%), and Allspring global investments (3.06M shares, 2.96%). Together, they hold 9.58% 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 3.04% of its assets in 325.29K New Mountain Finance shares, valued at 3.98M$.

Who is the top mutual fund holder of New Mountain Finance shares?

Allspring Special Small Cap Value A is the top mutual fund holder of New Mountain Finance shares, with 2.34% of its total shares outstanding invested in 2.52M New Mountain Finance shares.

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