Companies / New Mountain Finance Corp / Institutional holders

New Mountain Finance Corp

Institutional holders · 13F as of Dec 31, 2025

Holder	Value	Shares	% of shares
Union Bancaire Privee, UBP SA	$31.95M	22,392	0.02%
JPMORGAN CHASE & CO	$18.78M	2,038,662	2.16%
UBS Group AG	$14.19M	1,541,128	1.63%
RIVERNORTH CAPITAL MANAGEMENT, LLC	$12.33M	1,338,277	1.42%
Invesco Ltd.	$10.96M	1,190,357	1.26%
Morgan Stanley	$10.37M	1,126,025	1.19%
Cerity Partners LLC	$9.60M	1,042,196	1.10%
DIMENSION CAPITAL MANAGEMENT LLC	$8.97M	1,156,541	1.22%
Muzinich & Co., Inc.	$7.82M	849,437	0.90%
Corient Private Wealth LLC	$7.45M	808,882	0.86%
Legal & General Group Plc	$6.83M	742,423	0.79%
TWO SIGMA INVESTMENTS, LP	$6.49M	836,457	0.89%
Sumitomo Mitsui Trust Group, Inc.	$6.36M	690,497	0.73%
Pathstone Holdings, LLC	$5.98M	649,512	0.69%
ARES MANAGEMENT LLC	$5.55M	602,575	0.64%
Closed-End Fund Advisors, Inc.	$5.40M	586,070	0.62%
Hennion & Walsh Asset Management, Inc.	$5.19M	562,980	0.60%
Truffle Hound Capital, LLC	$5.07M	550,000	0.58%
HighTower Advisors, LLC	$4.77M	518,232	0.55%
Franklin Resources, Inc.	$4.19M	455,022	0.48%
OSAIC HOLDINGS, INC.	$3.97M	430,731	0.46%
TRANSCEND CAPITAL ADVISORS, LLC	$3.87M	420,509	0.45%
JANE STREET GROUP, LLC	$3.60M	390,590	0.41%
WELLS FARGO & COMPANY/MN	$3.29M	357,712	0.38%
Russell Investments Group, Ltd.	$3.23M	350,366	0.37%
Universal- Beteiligungs- und Servicegesellschaft mbH	$3.17M	344,000	0.36%
Focus Partners Wealth	$2.92M	317,189	0.34%
CONFLUENCE INVESTMENT MANAGEMENT LLC	$2.71M	294,765	0.31%
GraniteShares Advisors LLC	$2.71M	293,799	0.31%
D. E. Shaw & Co., Inc.	$2.70M	347,520	0.37%
AMERIPRISE FINANCIAL INC	$2.69M	292,471	0.31%
TWO SIGMA ADVISERS, LP	$2.53M	275,000	0.29%
BlackRock, Inc.	$2.49M	347,029	0.37%
Tranquility Partners, LLC	$2.47M	268,073	0.28%
BANK OF AMERICA CORP /DE	$2.05M	222,126	0.24%
Trexquant Investment LP	$1.90M	206,344	0.22%
THE GOLDMAN SACHS GROUP, INC.	$1.89M	204,933	0.22%
XTX Topco Ltd	$1.73M	187,632	0.20%
Mill Creek Capital Advisors, LLC	$1.37M	149,000	0.16%
Advisors Asset Management, Inc.	$1.35M	173,665	0.18%
STATE STREET CORPORATION	$1.07M	149,883	0.16%
Balyasny Asset Management L.P.	$1.06M	136,058	0.14%
Neuberger Berman Group LLC	$1.05M	114,207	0.12%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	$1.04M	112,811	0.12%
HB Wealth Management, LLC	$933.5K	101,354	0.11%
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$878.0K	95,300	0.10%
VARCOV Co.	$852.9K	92,610	0.10%
Naviter Wealth, LLC	$807.5K	112,629	0.12%
LPL Financial LLC	$792.3K	110,508	0.12%
Virtus Investment Advisers, LLC	$790.8K	85,862	0.09%