New Mountain Finance Corp
NMFCFigures shown here come from public SEC filings. Dates beside each section show the available history.
How New Mountain Finance Corp Makes Money
No flow chart is shown because the available revenue and expense lines do not reconcile exactly. The reported financial history below remains available.
Financial Summary
Choose a year or quarter, compare it with the same period a year earlier, and open any row for its full filing history.
Loading financial history…
SEC filings supply these figures; updates after the dates shown are not included. This page includes 6 annual periods. The latest annual period ends Dec 31, 2025. The latest insider filing shown is dated Jun 16, 2026. The latest institutional report shown is dated Mar 31, 2026; other ownership filings may exist.
Ownership
Who holds the shares, as reported in SEC ownership filings.
Reported 13F positions
Each row shows what a filer reported for one date, not a current position. The link opens that filing.
| Filer | Report date | Shares | Value | Filing |
|---|---|---|---|---|
| PIN OAK INVESTMENT ADVISORS INC | 2026-03-31 | 969 | Not shown | SEC filing |
| HB Wealth Management, LLC | 2026-03-31 | 98,997 | $768K | SEC filing |
| Campbell & CO Investment Adviser LLC | 2026-03-31 | 72,031 | $559K | SEC filing |
| Janney Montgomery Scott LLC | 2026-03-31 | 71,170 | Not shown | SEC filing |
| STIFEL FINANCIAL CORP | 2026-03-31 | 25,390 | $197K | SEC filing |
| Geneos Wealth Management Inc. | 2026-03-31 | 1,553 | $12.1K | SEC filing |
| Entropy Technologies, LP | 2026-03-31 | 24,027 | $186K | SEC filing |
| Advisory Services Network, LLC | 2026-03-31 | 2,573 | $20K | SEC filing |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 2026-03-31 | 277,571 | $2.15M | SEC filing |
| Corient Private Wealth LLC | 2026-03-31 | 871,296 | $6.76M | SEC filing |
| ROYAL BANK OF CANADA | 2026-03-31 | 53,350 | $414K | SEC filing |
| ROTHSCHILD INVESTMENT LLC | 2026-03-31 | 16,000 | $124K | SEC filing |
| Lido Advisors, LLC | 2026-03-31 | 21,508 | $167K | SEC filing |
| Valeo Financial Advisors, LLC | 2026-03-31 | 59,850 | $464K | SEC filing |
| CAPTRUST FINANCIAL ADVISORS | 2026-03-31 | 23,209 | $180K | SEC filing |
| Genesee Capital Advisors, LLC | 2026-03-31 | 15,896 | $123K | SEC filing |
| Sowell Financial Services LLC | 2026-03-31 | 11,488 | $89.1K | SEC filing |
| JONES FINANCIAL COMPANIES LLLP | 2026-03-31 | 166 | $1.25K | SEC filing |
| Glenview Trust Co | 2026-03-31 | 17,500 | $136K | SEC filing |
| National Philanthropic Trust | 2026-03-31 | 852,921 | $6.62M | SEC filing |
- Each value is checked against New Mountain Finance Corp's share prices from within about three months of its report date (insiders' Form 4 trades and the latest close).
- Value not shown for 2 rows: the filed value is about 1,000 times too small for the share count at New Mountain Finance Corp's share price.
120 filers have only one report here.
Independent insiders buying near the same time
- 2026-03-10–2026-03-17: 5 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing , filing )
- 2026-03-03–2026-03-10: 10 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing , filing , filing , filing , filing , filing , filing )
- 2026-02-27–2026-03-05: 15 event(s) across 4 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing , filing , filing , filing , filing , filing , filing , filing , filing , filing , filing , filing )
- 2025-09-15–2025-09-16: 3 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing )
- 2025-08-07–2025-08-11: 4 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing )
- 2024-11-06–2024-11-13: 18 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing , filing , filing , filing , filing , filing , filing , filing , filing , filing , filing , filing , filing , filing , filing )
- 2024-11-05–2024-11-12: 18 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing , filing , filing , filing , filing , filing , filing , filing , filing , filing , filing , filing , filing , filing , filing )
- 2024-11-04–2024-11-11: 20 event(s) across 4 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing , filing , filing , filing , filing , filing , filing , filing , filing , filing , filing , filing , filing , filing , filing , filing , filing )
- 2023-03-10–2023-03-17: 12 event(s) across 5 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing , filing , filing , filing , filing , filing , filing , filing , filing )
- 2022-09-01–2022-09-06: 10 event(s) across 3 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing , filing , filing , filing , filing , filing , filing )
- 2022-06-13–2022-06-15: 18 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing , filing , filing , filing , filing , filing , filing , filing , filing , filing , filing , filing , filing , filing , filing )
- 2022-05-17–2022-05-24: 15 event(s) across 5 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing , filing , filing , filing , filing , filing , filing , filing , filing , filing , filing , filing )
- 2020-05-11–2020-05-14: 7 event(s) across 3 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing , filing , filing , filing )
- 2020-03-09–2020-03-12: 12 event(s) across 3 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing , filing , filing , filing , filing , filing , filing , filing , filing )
- 2020-03-02–2020-03-09: 13 event(s) across 6 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing , filing , filing , filing , filing , filing , filing , filing , filing , filing )
- 2019-10-23–2019-10-23: 4 event(s) across 4 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing )
- 2019-08-12–2019-08-14: 6 event(s) across 4 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing , filing , filing )
- 2018-12-10–2018-12-17: 9 event(s) across 6 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing , filing , filing , filing , filing , filing )
Purchases & sales (open market or private)
| Security | Code | Price | Filing | |||
|---|---|---|---|---|---|---|
| 2026-06-15 | Malfettone John P · Director | Common Stock | S — Open market or private sale | −77,500 | 7.89 | SEC filing |
| 2026-03-17 | Weinstein Adam B. · EVP, CAO and Director | Common Stock | P — Open market or private purchase | +12,900 | 7.61 | SEC filing |
| 2026-03-11 | KLINSKY STEVEN B · Director, 10% owner | Common Stock | P — Open market or private purchase | +184,162 | 8.05 | SEC filing |
| 2026-03-11 | KLINSKY STEVEN B · Director, 10% owner | Common Stock | P — Open market or private purchase | +92,080 | 8.05 | SEC filing |
| 2026-03-10 | KLINSKY STEVEN B · Director, 10% owner | Common Stock | P — Open market or private purchase | +149,172 | 8.05 | SEC filing |
| 2026-03-10 | KLINSKY STEVEN B · Director, 10% owner | Common Stock | P — Open market or private purchase | +74,586 | 8.05 | SEC filing |
| 2026-03-05 | KLINSKY STEVEN B · Director, 10% owner | Common Stock | P — Open market or private purchase | +158,582 | 8.10 | SEC filing |
| 2026-03-05 | KLINSKY STEVEN B · Director, 10% owner | Common Stock | P — Open market or private purchase | +79,291 | 8.10 | SEC filing |
Showing 8 of 14 rows
Other activity
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2021-12-14 | Arnold Rome G. III · Director | Common Stock | J — Other acquisition or disposition | −18,000 | SEC filing |
Showing 1 of 1 rows
These tables describe filed transactions, not current holdings. Prices are shown as filed; a currency is added only when the filing's data names one. Amended and possible duplicate rows are left out of size comparisons and transaction groups.