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NMFCZ

NMFCZ

New Mountain Finance Corporation 8.250% Notes due 2028• Financial Services

Q3 2026 filings are still coming in. 13F filers have 45 days after the quarter ends to report, through November 14, 2026. These totals cover only the funds that have filed so far and will keep rising.
Institutional holders
37
Partial Q3 2026
Total 13F value
$25.8M
Filed positions so far
New positions
6
This quarter
Sold positions
4
This quarter

Top holders

Institutions with disclosed positions in this stock

FundValueShares% PortfolioChange

Muzinich & Co., Inc.

$6.1M878.6K2.02%+3.3%

Sumitomo Mitsui Trust Group, Inc.

$4.8M688.6K0.00%Unchanged

Hennion & Walsh Asset Management, Inc.

$2.7M389.7K0.08%-19.4%

Graniteshares Advisors Llc

$2.7M387.4K1.76%+27.7%

Tranquility Partners, Llc

$2M290.8K0.70%+2.3%

Confluence Investment Management Llc

$2M283.3K0.02%+2.0%

Farther Finance Advisors, Llc

$1M147.8K0.01%+28.4%

Cambridge Investment Research Advisors, Inc.

$650K93.9K0.00%+0.4%

Bi Asset Management Fondsmaeglerselskab A/S

$344K49.7K0.00%+2.5%

State Of Wyoming

$338K48.8K0.03%New Position

Concurrent Investment Advisors, Llc

$321K46.4K0.00%New Position

Spire Wealth Management

$316K45.6K0.01%Unchanged

International Assets Investment Management, Llc

$297K71.1K0.01%+60.8%

Mackenzie Financial Corp

$232K33.5K0.00%+0.0%

Oppenheimer & Co Inc

$214K31.0K0.00%+2.3%

First Affirmative Financial Network

$202K29.1K0.04%New Position

Generali Investments Cee, Investicni Spolecnost, A.S.

$181K25.3K0.01%Unchanged

Smh Capital Advisors Inc

$174K25.2K0.66%New Position

Catalyst Capital Advisors Llc

$174K25.2K0.00%Unchanged

Centerstar Asset Management, Llc

$169K24.4K0.04%Unchanged

Genesee Capital Advisors, Llc

$139K20.1K0.04%+22.5%

Hb Wealth Management, Llc

$135K19.5K0.00%+59.6%

Glenview Trust Co

$121K17.5K0.00%Unchanged

Apella Capital, Llc

$118K17.5K0.00%Unchanged

Sanders Morris Harris Llc

$114K16.4K0.02%Unchanged

Proshare Advisors Llc

$99K14.3K0.00%-12.1%

Creative Planning

$96K13.9K0.00%+0.2%

Verity & Verity, Llc

$69K10.0K0.00%Unchanged

Wilmington Savings Fund Society, Fsb

$42K6.0K0.00%Unchanged

State Of Alaska, Department Of Revenue

$27K4.0K0.00%-19.3%

Signaturefd, Llc

$7K1.0K0.00%New Position

First Horizon Corp

$7K1.0K0.00%Unchanged

Cassaday & Co Wealth Management Llc

$3K5000.00%New Position

Bank & Trust Co

$3K4220.00%Unchanged

Community Financial Services Group, Llc

$1K2000.00%Unchanged

Compass Financial Management Llc

$7201040.00%Unchanged

Caitong International Asset Management Co., Ltd

$436630.00%-57.7%

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