NEW YORK, NY
NEW MOUNTAIN FINANCE CORPNMFCZ— Latest position per institution from SEC 13F filings
15
Institutional holders
26.62M
Total shares held
146.36M
Estimated value
1.33M
Avg. position size
ROUND TABLE SERVICES, LLC
CIK 1375664
Shares
3.80M
Value
43.78K
Filed
Sep 30, 2022
LSV ASSET MANAGEMENT
CIK 1050470
Shares
3.02M
Value
23.45K
Filed
Mar 31, 2026
INVESCO LTD.
CIK 914208
Shares
2.14M
Value
16.60M
Filed
Mar 31, 2026
UBS GROUP AG
CIK 1610520
Shares
2.09M
Value
16.23M
Filed
Mar 31, 2026
JPMORGAN CHASE & CO
CIK 19617
Shares
2.04M
Value
18.78M
Filed
Dec 31, 2025
VAN ECK ASSOCIATES CORP
CIK 869178
Shares
1.80M
Value
13.94K
Filed
Mar 31, 2026
RIVERNORTH CAPITAL MANAGEMENT, LLC
CIK 1447578
Shares
1.34M
Value
12.33M
Filed
Dec 31, 2025
DIMENSION CAPITAL MANAGEMENT LLC
CIK 1041773
Shares
1.16M
Value
8.97M
Filed
Mar 31, 2026
RUSSELL INVESTMENTS GROUP, LTD.
CIK 1692234
Shares
938.68K
Value
7.28M
Filed
Mar 31, 2026
CERITY PARTNERS LLC
CIK 1566475
Shares
872.84K
Value
6.77M
Filed
Mar 31, 2026
CORIENT PRIVATE WEALTH LLC
CIK 1948780
Shares
871.30K
Value
6.76M
Filed
Mar 31, 2026
NATIONAL PHILANTHROPIC TRUST
CIK 1785342
Shares
852.92K
Value
6.62M
Filed
Mar 31, 2026
MUZINICH & CO., INC.
CIK 1618824
Shares
848.92K
Value
6.59M
Filed
Mar 31, 2026
TWO SIGMA INVESTMENTS, LP
CIK 1179392
Shares
836.46K
Value
6.49M
Filed
Mar 31, 2026
LEGAL & GENERAL GROUP PLC
CIK 764068
Shares
785.50K
Value
6.10M
Filed
Mar 31, 2026
MORGAN STANLEY
CIK 895421
Shares
729.94K
Value
5.66M
Filed
Mar 31, 2026
SUMITOMO MITSUI TRUST GROUP, INC.
CIK 1475365
Shares
688.58K
Value
5.34M
Filed
Mar 31, 2026
PATHSTONE HOLDINGS, LLC
CIK 2011612
Shares
661.22K
Value
5.13M
Filed
Mar 31, 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
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | ROUND TABLE SERVICES, LLC | 1375664 | 3.80M | 43.78K | Sep 30, 2022 |
| 2 | LSV ASSET MANAGEMENT | 1050470 | 3.02M | 23.45K | Mar 31, 2026 |
| 3 | INVESCO LTD. | 914208 | 2.14M | 16.60M | Mar 31, 2026 |
| 4 | UBS GROUP AG | 1610520 | 2.09M | 16.23M | Mar 31, 2026 |
| 5 | JPMORGAN CHASE & CO | 19617 | 2.04M | 18.78M | Dec 31, 2025 |
| 6 | VAN ECK ASSOCIATES CORP | 869178 | 1.80M | 13.94K | Mar 31, 2026 |
| 7 | RIVERNORTH CAPITAL MANAGEMENT, LLC | 1447578 | 1.34M | 12.33M | Dec 31, 2025 |
| 8 | DIMENSION CAPITAL MANAGEMENT LLC | 1041773 | 1.16M | 8.97M | Mar 31, 2026 |
| 9 | RUSSELL INVESTMENTS GROUP, LTD. | 1692234 | 938.68K | 7.28M | Mar 31, 2026 |
| 10 | CERITY PARTNERS LLC | 1566475 | 872.84K | 6.77M | Mar 31, 2026 |
| 11 | CORIENT PRIVATE WEALTH LLC | 1948780 | 871.30K | 6.76M | Mar 31, 2026 |
| 12 | NATIONAL PHILANTHROPIC TRUST | 1785342 | 852.92K | 6.62M | Mar 31, 2026 |
| 13 | MUZINICH & CO., INC. | 1618824 | 848.92K | 6.59M | Mar 31, 2026 |
| 14 | TWO SIGMA INVESTMENTS, LP | 1179392 | 836.46K | 6.49M | Mar 31, 2026 |
| 15 | LEGAL & GENERAL GROUP PLC | 764068 | 785.50K | 6.10M | Mar 31, 2026 |
| 16 | MORGAN STANLEY | 895421 | 729.94K | 5.66M | Mar 31, 2026 |
| 17 | SUMITOMO MITSUI TRUST GROUP, INC. | 1475365 | 688.58K | 5.34M | Mar 31, 2026 |
| 18 | PATHSTONE HOLDINGS, LLC | 2011612 | 661.22K | 5.13M | Mar 31, 2026 |
| 19 | ARES MANAGEMENT LLC | 1259313 | 602.58K | 5.55M | Dec 31, 2025 |
| 20 | TRUFFLE HOUND CAPITAL, LLC | 1595862 | 550K | 5.07M | Dec 31, 2025 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.