Who Owns New Mountain Finance Stock?
NASDAQ: NMFCFinanceFinance/Investors ServicesUSD
At close: Oct 8, 4:00 PM ET · Delayed 15 min
Ownership breakdown
- Held by institutions
- 31.76%
- Held by insiders
- 15.49%
- Institutional holders
- 173
- Institutions 31.8%
- Insiders 15.5%
- Public and other 52.8%
Who owns New Mountain Finance stock?
Institutional investors own about 31.8% of New Mountain Finance's shares, spread across 173 institutions that file 13F reports. That level of institutional ownership is relatively low, leaving more of the stock with retail investors and insiders. Insiders, including executives, directors and large founding shareholders, hold 15.49% of NMFC.
The largest institutional holders are LSV Asset Management (3.10%), UBS Group AG (2.56%) and Van Eck Associates Corporation (2.22%). Together, the top 10 institutions control 16.0% of shares outstanding. In their latest filings, 6 of the top 10 institutions increased their NMFC positions and 3 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of NMFC
| Institution | Shares | % Held | Change |
|---|---|---|---|
| LSV Asset Management | 3.00M | 3.10% | -0.7% |
| UBS Group AG | 2.48M | 2.56% | +18.5% |
| Van Eck Associates Corporation | 2.15M | 2.22% | +19.4% |
| Invesco Ltd. | 1.56M | 1.61% | -27.2% |
| Russell Investments Group, Ltd. | 1.38M | 1.43% | +47.4% |
| Dimension Capital Management, LLC | 1.22M | 1.26% | +5.8% |
| Corient Private Wealth LP | 1.13M | 1.16% | +29.2% |
| Cerity Partners LLC | 856.88K | 0.88% | -1.8% |
| National Philanthropic Trust | 852.92K | 0.88% | 0.0% |
| Muzinich & Co., Inc. | 850.17K | 0.88% | +0.1% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of NMFC
| Fund | Shares | % Held |
|---|---|---|
| VanEck ETF Trust-VanEck BDC Income ETF | 1.61M | 1.66% |
| Invesco Exch-Trd Fd. TRT II-Invesco KBW High Dividend Yield Financial | 1.58M | 1.64% |
| GraniteShares ETF Trust-GraniteShares HIPS US High Income ETF | 303.33K | 0.31% |
| Mercer Funds-Mercer US Small/Mid Cap Equity Fund | 199.80K | 0.21% |
| First TRT Exch-Trd Fd. VIII-FT Confluence BDC & Specialty Finance Inco | 196.79K | 0.20% |
| ADVISORS' INNER CIRCLE FUND-LSV Small Cap Value Fund | 178.00K | 0.18% |
| Optimum Fund Trust-OPTIMUM SMALL-MID CAP VALUE FUND | 95.30K | 0.10% |
| ETFis Series Trust I-Virtus Private Credit Strategy ETF | 67.25K | 0.07% |
| Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund | 53.27K | 0.06% |
| Invesco Exchange-Traded Fund Trust-Invesco BuyBack Achievers ETF | 53.09K | 0.05% |
Frequently asked questions
Who is the largest shareholder of New Mountain Finance?
LSV Asset Management is the largest institutional shareholder of NMFC, owning 3.10% of shares outstanding (3.00M shares) as of its latest 13F filing.
What percentage of New Mountain Finance is owned by institutions?
Institutions own about 31.8% of NMFC shares and 37.6% of the public float.
How much of New Mountain Finance do insiders own?
Insiders, such as officers and directors, own about 15.49% of NMFC shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.