NEW YORK, NY
NEW MOUNTAIN FINANCE CORPNMFCZ— Latest position per institution from SEC 13F filings
15
Institutional holders
21.88M
Total shares held
140.55M
Estimated value
1.09M
Avg. position size
LSV ASSET MANAGEMENT
CIK 1050470
Shares
3M
Value
21.52K
Filed
Jun 30, 2026
UBS GROUP AG
CIK 1610520
Shares
2.48M
Value
17.76M
Filed
Jun 30, 2026
VAN ECK ASSOCIATES CORP
CIK 869178
Shares
2.15M
Value
15.38M
Filed
Jun 30, 2026
INVESCO LTD.
CIK 914208
Shares
1.56M
Value
11.17M
Filed
Jun 30, 2026
RUSSELL INVESTMENTS GROUP, LTD.
CIK 1692234
Shares
1.38M
Value
9.92M
Filed
Jun 30, 2026
DIMENSION CAPITAL MANAGEMENT LLC
CIK 1041773
Shares
1.22M
Value
8.77M
Filed
Jun 30, 2026
CORIENT PRIVATE WEALTH LP
CIK 1948780
Shares
1.13M
Value
8.07M
Filed
Jun 30, 2026
MUZINICH & CO., INC.
CIK 1618824
Shares
878.61K
Value
6.08M
Filed
Sep 30, 2026
CERITY PARTNERS LLC
CIK 1566475
Shares
856.88K
Value
6.14M
Filed
Jun 30, 2026
NATIONAL PHILANTHROPIC TRUST
CIK 1785342
Shares
852.92K
Value
6.12M
Filed
Jun 30, 2026
PATHSTONE HOLDINGS, LLC
CIK 2011612
Shares
824.80K
Value
5.91M
Filed
Jun 30, 2026
LEGAL & GENERAL GROUP PLC
CIK 764068
Shares
806.37K
Value
5.77M
Filed
Jun 30, 2026
MORGAN STANLEY
CIK 895421
Shares
783.53K
Value
5.62M
Filed
Jun 30, 2026
TWO SIGMA INVESTMENTS, LP
CIK 1179392
Shares
707.35K
Value
5.07M
Filed
Jun 30, 2026
SUMITOMO MITSUI TRUST GROUP, INC.
CIK 1475365
Shares
688.58K
Value
4.94M
Filed
Jun 30, 2026
ARES MANAGEMENT LLC
CIK 1259313
Shares
602.58K
Value
5.55M
Filed
Dec 31, 2025
TRUFFLE HOUND CAPITAL, LLC
CIK 1595862
Shares
550K
Value
5.07M
Filed
Dec 31, 2025
OSAIC HOLDINGS, INC.
CIK 1677044
Shares
492.18K
Value
3.53M
Filed
Jun 30, 2026
BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC
CIK 829108
Shares
470.30K
Value
5.48M
Filed
Sep 30, 2024
FRANKLIN TEMPLETON INC
CIK 38777
Shares
455.02K
Value
4.19M
Filed
Dec 31, 2025
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | LSV ASSET MANAGEMENT | 1050470 | 3M | 21.52K | Jun 30, 2026 |
| 2 | UBS GROUP AG | 1610520 | 2.48M | 17.76M | Jun 30, 2026 |
| 3 | VAN ECK ASSOCIATES CORP | 869178 | 2.15M | 15.38M | Jun 30, 2026 |
| 4 | INVESCO LTD. | 914208 | 1.56M | 11.17M | Jun 30, 2026 |
| 5 | RUSSELL INVESTMENTS GROUP, LTD. | 1692234 | 1.38M | 9.92M | Jun 30, 2026 |
| 6 | DIMENSION CAPITAL MANAGEMENT LLC | 1041773 | 1.22M | 8.77M | Jun 30, 2026 |
| 7 | CORIENT PRIVATE WEALTH LP | 1948780 | 1.13M | 8.07M | Jun 30, 2026 |
| 8 | MUZINICH & CO., INC. | 1618824 | 878.61K | 6.08M | Sep 30, 2026 |
| 9 | CERITY PARTNERS LLC | 1566475 | 856.88K | 6.14M | Jun 30, 2026 |
| 10 | NATIONAL PHILANTHROPIC TRUST | 1785342 | 852.92K | 6.12M | Jun 30, 2026 |
| 11 | PATHSTONE HOLDINGS, LLC | 2011612 | 824.80K | 5.91M | Jun 30, 2026 |
| 12 | LEGAL & GENERAL GROUP PLC | 764068 | 806.37K | 5.77M | Jun 30, 2026 |
| 13 | MORGAN STANLEY | 895421 | 783.53K | 5.62M | Jun 30, 2026 |
| 14 | TWO SIGMA INVESTMENTS, LP | 1179392 | 707.35K | 5.07M | Jun 30, 2026 |
| 15 | SUMITOMO MITSUI TRUST GROUP, INC. | 1475365 | 688.58K | 4.94M | Jun 30, 2026 |
| 16 | ARES MANAGEMENT LLC | 1259313 | 602.58K | 5.55M | Dec 31, 2025 |
| 17 | TRUFFLE HOUND CAPITAL, LLC | 1595862 | 550K | 5.07M | Dec 31, 2025 |
| 18 | OSAIC HOLDINGS, INC. | 1677044 | 492.18K | 3.53M | Jun 30, 2026 |
| 19 | BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC | 829108 | 470.30K | 5.48M | Sep 30, 2024 |
| 20 | FRANKLIN TEMPLETON INC | 38777 | 455.02K | 4.19M | Dec 31, 2025 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.