Who Owns NEW MTN FIN CORP (NMFC)? -- Institutional Holders (2026-06-30)

170 institutions reported holding $207.7M of NEW MTN FIN CORP (NMFC) in SEC 13F filings for 2026-06-30. Largest institutional holders: LSV ASSET MANAGEMENT ($21.5M), UBS Group AG ($17.8M), VAN ECK ASSOCIATES CORP ($15.4M), Invesco Ltd. ($11.2M), Russell Investments Group, Ltd. ($9.9M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1LSV ASSET MANAGEMENT$21.5M3.0MTrimmed
2UBS Group AG$17.8M2.5MAdded
3VAN ECK ASSOCIATES CORP$15.4M2.1MAdded
4Invesco Ltd.$11.2M1.6MTrimmed
5Russell Investments Group, Ltd.$9.9M1.4MAdded
6DIMENSION CAPITAL MANAGEMENT LLC$8.8M1.2MAdded
7Corient Private Wealth LLC$8.1M1.1MAdded
8Cerity Partners LLC$6.1M856,875Trimmed
9National Philanthropic Trust$6.1M852,921Hold
10Muzinich & Co., Inc.$6.1M850,170Added
11Pathstone Holdings, LLC$5.9M824,801Added
12Union Bancaire Privee, UBP SA$5.9M5,193Hold
13Legal & General Group Plc$5.8M806,368Added
14MORGAN STANLEY$5.6M783,530Added
15TWO SIGMA INVESTMENTS, LP$5.1M707,346Trimmed
16Sumitomo Mitsui Trust Group, Inc.$4.9M688,578Hold
17OSAIC HOLDINGS, INC.$3.5M492,179Added
18Hennion & Walsh Asset Management, Inc.$3.5M483,324Trimmed
19HighTower Advisors, LLC$3.0M423,799Added
20Focus Partners Wealth$3.0M417,618Added
21BlackRock, Inc.$2.5M347,029Trimmed
22Universal- Beteiligungs- und Servicegesellschaft mbH$2.5M344,000Hold
23GraniteShares Advisors LLC$2.2M303,327Added
24Tranquility Partners, LLC$2.0M284,229Trimmed
25CONFLUENCE INVESTMENT MANAGEMENT LLC$2.0M277,609Added

Source: SEC Form 13F filings · as of 2026-06-30