NMFC · NASDAQ · Asset Management

New Mountain Finance (NMFC)

Provides direct loans and select junior capital to U.S. sponsor-backed middle-market companies.

$7.13
vs last close+0.02 (+0.32%)

13F · 13D/G · Form 4

Institutions29.69%28.04M shares
148 holders · as of Jun 30, 2026
Insiders15.00%14.17M shares
7 holders · as of Sep 11, 2026
Strategic holders4.07%3.84M shares
1 holder · as of Feb 4, 2020
Other51.24%48.40M shares
remainder

94.45M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

13F · 13D/G · Form 4

HolderStakeSharesDate
Steven B. Klinsky1Insiderdirector, 10 percent owner
13.05%12.33Mfiled Mar 12, 2026
Wells Fargo & CompanyStrategic
4.07%3.84Mfiled Feb 4, 2020
LSV Asset ManagementInstitution
3.18%3.00Mas of Jun 30, 2026
UBS Group AGInstitution
2.62%2.48Mas of Jun 30, 2026
Van Eck Associates CorpInstitution
2.27%2.15Mas of Jun 30, 2026
Invesco Ltd.Institution
1.65%1.56Mas of Jun 30, 2026
Russell Investments Group, Ltd.Institution
1.46%1.38Mas of Jun 30, 2026
Dimension Capital Management LLCInstitution
1.29%1.22Mas of Jun 30, 2026
Ci Private Wealth, LLCInstitution
1.19%1.13Mas of Jun 30, 2026
Cerity Partners LLCInstitution
0.91%856,875as of Jun 30, 2026
National Philanthropic TrustInstitution
0.90%852,921as of Jun 30, 2026
Muzinich & Co., Inc.Institution
0.90%850,170as of Jun 30, 2026
Pathstone Holdings, LLCInstitution
0.87%824,801as of Jun 30, 2026
Legal & General Group PLCInstitution
0.85%806,368as of Jun 30, 2026
Morgan StanleyInstitution
0.83%783,530as of Jun 30, 2026
Adam B. WeinsteinInsiderdirector, officer: EVP, CAO and Director
0.80%751,756filed Mar 18, 2026
Two Sigma Investments, LPInstitution
0.75%707,346as of Jun 30, 2026
Sumitomo Mitsui Trust Group, Inc.Institution
0.73%688,578as of Jun 30, 2026
Advisor Group Holdings, Inc.Institution
0.52%492,179as of Jun 30, 2026
Hennion & Walsh Asset Management, Inc.Institution
0.51%483,324as of Jun 30, 2026
Hightower Advisors, LLCInstitution
0.45%423,799as of Jun 30, 2026
Colony Group, LLCInstitution
0.44%417,618as of Jun 30, 2026
John R. KlineInsiderdirector, officer: CEO, President and Director
0.41%389,685filed Sep 11, 2026
John KlineInsiderdirector, officer: CEO, President, and Director
0.37%351,783filed Nov 8, 2024
BlackRock, Inc.Institution
0.37%347,029as of Jun 30, 2026
  1. Steven B. Klinsky's transaction reports restate only vehicles that traded; the 2026 ownership statement (12.33M) is used instead.

13F, as of Jun 30, 2026

148 holders · 28.04M shares · 19 new positions · 65 increased · 41 reduced · 28 closed

HolderShares% outstandingChg q/qFiled
LSV Asset Management3.00M3.18%−21.4KAug 6, 2026
UBS Group AG2.48M2.62%+386.3KAug 13, 2026
Van Eck Associates Corp2.15M2.27%+348.9KAug 14, 2026
Invesco Ltd.1.56M1.65%−582.0KAug 14, 2026
Russell Investments Group, Ltd.1.38M1.46%+444.5KAug 6, 2026
Dimension Capital Management LLC1.22M1.29%+66.5KAug 14, 2026
Ci Private Wealth, LLC1.13M1.19%+254.4KAug 27, 2026
Cerity Partners LLC856.9K0.91%−16.0KAug 14, 2026

13D/G · 5% or more, as filed

Holder% of classSharesFormFiled
Klinsky Steven Bincl. Steven B. Klinsky Non-GST Exempt Trust, Steven B. Klinsky 2024 Revocable Trust (2024 Trust 2) +4 more12.52%12.33M13DMar 12, 2026

Form 4

Latest trades

DateInsiderTypeSharesAvg priceOwned after
Jun 15, 2026
John P. Malfettonedirector
Sale77,500$7.890
Mar 17, 2026
Adam B. Weinsteindirector, officer: EVP, CAO and Director
Purchase12,900$7.61751,756
Mar 10, 2026
Steven B. Klinskydirector, 10 percent owner:
Purchase · 2 lots223,758$8.055,186,696
Mar 11, 2026
Steven B. Klinskydirector, 10 percent owner:
Purchase · 2 lots276,242$8.055,370,858
Mar 5, 2026
Steven B. Klinskydirector, 10 percent owner:
Purchase · 2 lots237,873$8.105,037,524
Mar 3, 2026
Steven B. Klinskydirector, 10 percent owner:
Purchase · 2 lots250,495$7.944,754,338
Mar 4, 2026
Steven B. Klinskydirector, 10 percent owner:
Purchase · 2 lots186,905$8.174,878,942
Mar 3, 2026
David Ogensdirector
Purchase · 2 lots12,500$7.87241,556
Feb 27, 2026
Adam B. Weinsteindirector, officer: EVP, CAO and Director
Purchase38,400$7.76735,549
Mar 2, 2026
Adam B. Weinsteindirector, officer: EVP, CAO and Director
Purchase3,307$7.73738,856

House and Senate disclosures

Not reported.