New Mountain Finance Corporation
Ownership
Ownership Structure
Who owns New Mountain Finance Corporation (NMFC)? This page shows the largest institutions and funds, the ownership structure and the latest insider transactions.
Largest Shareholders
Institutions
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| LSV Asset Management | 3.18 | 3,000,718 | -0.7 | 06/30/2026 |
| UBS Group AG | 2.62 | 2,477,549 | +18.5 | 06/30/2026 |
| Van Eck Associates Corporation | 2.27 | 2,145,047 | +19.4 | 06/30/2026 |
| Amvescap Plc. | 1.65 | 1,557,647 | -27.2 | 06/30/2026 |
| Dimension Capital Management LLC | 1.29 | 1,223,088 | +5.8 | 06/30/2026 |
| CI Private Wealth LLC | 1.19 | 1,125,657 | +29.2 | 06/30/2026 |
| Muzinich & Co Inc | 0.93 | 878,605 | +3.3 | 09/30/2026 |
| HPM Partners LLC | 0.91 | 856,875 | -1.8 | 06/30/2026 |
Funds
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| Invesco KBW High Dividend Yld Fincl ETF | 1.75 | 1,655,424 | +0.0 | 10/30/2026 |
| VanEck BDC Income ETF | 1.54 | 1,456,142 | +0.4 | 10/31/2026 |
Largest reported positions according to regulatory filings; stake as a percentage of shares outstanding, change versus the previous filing. Source: fundamentals data.
Insider holdings
| Person | Role | Shares | Value | As of | Type |
|---|---|---|---|---|---|
| Kline John R | CEO, President and Director | 389,685 | 2,649,859 $ | Jun 10, 2026 | direct |
Holdings as of each person's most recent SEC Form 4 filing — excluding options and RSUs, which are not shares yet. Holdings may have changed between two filings.
Insiders
Insider Transactions
| Date | Person | Role | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jun 10, 2026 | Kline John R | CEO, President and Director | Other | 2,000 | 0.00 | – |
Reportable transactions by officers and major shareholders from SEC Form 4 filings. "Other" includes things like stock grants and option exercises without a buy/sell character. View all insider transactions →
Data as of: November 11, 2026 · Source: fundamental data & SEC filings (annual and quarterly reports, 10-K/10-Q)
Note: pure fact-based analysis, not investment advice and not a solicitation to buy or sell. All figures without guarantee.