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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 32.41% institutional investors, 10.31% insiders, and 57.28% 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 2.20% of its assets in New Mountain Finance shares.

NMFC Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockNew Mountain Finance32.41%10.31%57.28%
SectorFinancial Services Stocks 86.48%14.02%-0.50%
IndustryAsset Management Stocks41.88%9.11%49.01%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Cerity partners3.72M3.59%$45.58M
Hightower advisors3.14M3.03%$38.43M
Allspring global investments2.88M2.67%$32.71M
Lsv asset management2.55M2.46%$31.19M
Van eck associates2.34M2.17%$26.38M
Morgan stanley1.96M1.89%$23.99M
Jpmorgan chase1.24M1.20%$15.21M
Dimension capital management1.08M1.04%$13.22M
Two sigma advisers, lp1.06M1.02%$12.96M
Two sigma investments, lp877.41K0.85%$10.74M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Muzinich325.29K3.04%$3.98M
Dimension capital management1.08M2.69%$13.22M
Rockingstone advisors282.11K1.40%$3.18M
Cliffwater434.78K1.14%$5.32M
Guild investment management60.19K0.84%$736.73K
Prevail innovative wealth advisors193.84K0.84%$2.37M
Graniteshares advisors150.44K0.61%$1.84M
Midwest professional planners123.30K0.50%$1.51M
Virtus etf advisers76.23K0.46%$933.05K
Tranquility partners90.87K0.42%$1.12M

Top Buyers

HolderShares% AssetsChange
Ubs group532.02K0.00%155.79K
Acadian asset management314.06K0.01%138.16K
Hrt financial lp128.17K0.01%128.17K
Rockingstone advisors282.11K1.40%124.60K
Cerity partners3.72M0.12%122.68K

Top Sellers

HolderShares% AssetsChange
International assets investment management31.26K0.03%-343.23K
Two sigma investments, lp877.41K0.02%-309.84K
Tranquility partners90.87K0.42%-307.47K
Tudor investment corp et al---222.08K
Allspring global investments2.88M0.05%-182.87K

New Positions

HolderShares% AssetsChangeValue
First national trust79.55K0.04%79.55K$973.74K
Clearstead trust7.99K0.02%7.99K$97.85K

Sold Out

HolderChange
Fmr-17.00
Horizon investments-34.00
Crewe advisors-77.00
Farther finance advisors-82.00
Truvestments capital-155.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Sep 30, 20241681.82%34,955,340-0.64%322.99%71-14.46%5355.88%
Jun 30, 2024162-7.95%34,755,7331.17%332.90%80-11.11%34-15.00%
Mar 31, 20241763.53%34,353,8172.50%334.59%909.76%40-11.11%
Dec 31, 20231704.29%33,515,6052.97%272.62%8210.81%45-2.17%
Sep 30, 20231635.16%32,547,5480.12%323.11%745.71%469.52%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Allspring Special Small Cap Value A2.37M2.20%-
VanEck BDC Income ETF2.21M2.05%-
Invesco KBW High Dividend Yld Fincl ETF924.75K0.86%19.65K
iShares Listed Private Eq ETF USD Dist427.44K0.40%-
Putnam BDC Income ETF361.39K0.34%109.57K
First Trust Specialty Finance353.00K0.33%-
GraniteShares HIPS US High Income ETF218.41K0.20%22.34K
Brighthouse Small Cap Value A212.27K0.20%-
Undrly L&G Pen PMC Diversified203.79K0.19%4.87K
Mercer US Small/Mid Cap Equity Y3199.80K0.19%-

Recent Insider Transactions

DateNameRoleActivityValue
Dec 17, 2024KLINSKY STEVEN B-Buy$271.87K
Dec 17, 2024KLINSKY STEVEN B-Buy$543.75K
Dec 13, 2024KLINSKY STEVEN B-Buy$35.41K
Dec 13, 2024KLINSKY STEVEN B-Buy$70.83K
Dec 16, 2024KLINSKY STEVEN B-Buy$715.59K

Insider Transactions Trends

DateBuySell
2024 Q456-
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 32.41%, followed by 10.31% insiders and 57.28% retail investors. The average institutional ownership in New Mountain Finance's industry, Asset Management Stocks, is 41.88%, 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 (2.88M shares, 2.67%). Together, they hold 9.29% 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 2.20% of its total shares outstanding invested in 2.37M New Mountain Finance shares.

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