New Mountain Finance Corporation
New Mountain Finance Corporation (NMFC) Stock Ownership
Institutional vs insider vs public ownership from 13F and float data — top holders, activity, and insider trades below.
SEC 13F · FMP · NMFC · as of Mar 31, 2025
Ownership Breakdown
168
Institutional Holders
▼ 5 vs Q4
$363.06M
Total Inst. Value
▼ $28.61M vs Q4
94.45M
Shares Outstanding
freeFloat 84.11%
32.91M
13F Shares Held
▼ 1.86M vs Q4
Institutional ownership = 13F shares ÷ total outstanding. Insider % = 100 − free float. Public % = free float − institution %. Data: FMP /symbol-positions-summary + /shares-float + SEC EDGAR.
Top Institutional Holders
NMFC largest shareholders · institutional ownership
Q1 2025 · SEC 13F
Showing top 10 holders
| Holder | Shares | % Owned | Weight | Value | Reported | Change |
|---|---|---|---|---|---|---|
CERITY PARTNERS LLC | 3.45M | 3.20% | 3.20% | $38.07B | Apr 30, 2025 | ▼ 235.0K |
LSV ASSET MANAGEMENT | 2.76M | 2.56% | 2.56% | $30.49B | May 9, 2025 | ▲ 346.5K |
VAN ECK ASSOCIATES CORP | 2.30M | 2.13% | 2.13% | $25.32B | May 15, 2025 | ▼ 47.2K |
HIGHTOWER ADVISORS, LLC | 1.41M | 1.30% | 1.30% | $15.52B | May 13, 2025 | ▼ 1.24M |
JPMORGAN CHASE & CO | 1.24M | 1.15% | 1.15% | $13.68B | May 12, 2025 | ▲ 1.7K |
MORGAN STANLEY | 1.14M | 1.05% | 1.05% | $12.55B | May 15, 2025 | ▲ 28.6K |
TWO SIGMA ADVISERS, LP | 1.10M | 1.02% | 1.02% | $12.08B | May 15, 2025 | ▲ 135.9K |
INVESCO LTD. | 1.09M | 1.01% | 1.01% | $12.04B | May 12, 2025 | ▲ 105.6K |
UBS GROUP AG | 880.1K | 81.60% | 81.60% | $9.71B | May 13, 2025 | ▲ 304.8K |
| 852.9K | 79.08% | 79.08% | $9.41B | May 15, 2026 | — held |
Data from SEC Form 13F filings. Ownership bar normalised to largest holder. Change flags: isNew / isSoldOut / changeInSharesNumber (FMP extract-analytics/holder).
Institutional Activity
Q1 2025 vs prior quarter
Q1 2025
32
Increased
+2.13M shares2
New Positions
first time holders10
Decreased
−4.14M shares0
Sold Out
fully exitedNet shares change (top 50)
2.02M
+2.13M / −4.14M
Net new holders
+24
2 new / 0 exited
Based on top 50 institutional holders by position size. Fields: isNew, isSoldOut, changeInSharesNumber (FMP extract-analytics/holder, limit=50).
Insider Buying vs Selling
NMFC insider trading · insider activity
Source: SEC Form 4
Insiders have been net buyers of shares recently. Selling may be driven by pre-scheduled Rule 10b5-1 plans rather than negative sentiment.
20
Buy transactions
0
Sell transactions
0.00
Buy/Sell ratio
$0M
Total disposed
Recent Insider Transactions
Showing 10 most recent · Common Stock only
| Name · Role | Date | Type | Shares | Price | Value | After Trans. | Filing |
|---|---|---|---|---|---|---|---|
Weinstein Adam B. EVP, CAO and Director | Mar 17, 2026 | Purchase | 12,900 | $7.61 | $98.2K | 751.8K | Form 4 ↗ |
KLINSKY STEVEN B
| Mar 11, 2026 | Purchase | 184,162 | $8.05 | $1.48M | 5.37M | Form 4 ↗ |
KLINSKY STEVEN B
| Mar 10, 2026 | Purchase | 149,172 | $8.05 | $1.20M | 5.19M | Form 4 ↗ |
KLINSKY STEVEN B
| Mar 11, 2026 | Purchase | 92,080 | $8.05 | $741.2K | 1.47M | Form 4 ↗ |
KLINSKY STEVEN B
| Mar 10, 2026 | Purchase | 74,586 | $8.05 | $600.4K | 1.37M | Form 4 ↗ |
KLINSKY STEVEN B
| Mar 5, 2026 | Purchase | 158,582 | $8.10 | $1.28M | 5.04M | Form 4 ↗ |
KLINSKY STEVEN B
| Mar 5, 2026 | Purchase | 79,291 | $8.10 | $642.3K | 1.30M | Form 4 ↗ |
KLINSKY STEVEN B
| Mar 4, 2026 | Purchase | 124,604 | $8.17 | $1.02M | 4.88M | Form 4 ↗ |
KLINSKY STEVEN B
| Mar 3, 2026 | Purchase | 166,997 | $7.94 | $1.33M | 4.75M | Form 4 ↗ |
KLINSKY STEVEN B
| Mar 4, 2026 | Purchase | 62,301 | $8.17 | $508.8K | 1.22M | Form 4 ↗ |
Source: /insider-trading/search (FMP stable). Buy/Sell direction: acquisitionOrDisposition A=Buy, D=Sell. RSU vesting (M-Exempt) excluded from sentiment bar. All data from SEC EDGAR public filings.
About institutional & insider ownership
New Mountain Finance Corporation (NMFC) is primarily owned by institutional investors, who hold approximately 34.8% of total shares outstanding. Company insiders own approximately 15.89%, while retail and public investors account for the remaining 49.27%.
The largest institutional shareholder of New Mountain Finance Corporation is CERITY PARTNERS LLC, holding approximately 3.45 million shares — equal to 3.20% of outstanding shares — as of March 31, 2025.
A total of 168 institutional investors currently hold NMFC stock, with a combined institutional value of approximately $363,056,435 as of the most recent 13F filing period.
Frequently asked questions
NMFC ownershipNew Mountain Finance Corporation (NMFC) is primarily owned by institutional investors, who hold approximately 34.8% of shares. The largest shareholder is CERITY PARTNERS LLC with a 3.20% stake. Company insiders hold 15.89%. Data sourced from SEC Form 13F as of March 31, 2025.