HighTower Advisors’s New Mountain Finance NMFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$3.04M Buy
423,799
+67
+0% +$533 ﹤0.01% 1528
2026
Q1
$3.29M Sell
423,732
-94,500
-18% -$789K ﹤0.01% 1422
2025
Q4
$4.77M Sell
518,232
-2,694
-0.5% -$25.4K 0.01% 1189
2025
Q3
$5.02M Buy
520,926
+27,227
+6% +$282K 0.01% 1130
2025
Q2
$5.21M Sell
493,699
-913,273
-65% -$9.42M 0.01% 1073
2025
Q1
$15.5M Sell
1,406,972
-1,244,108
-47% -$14.2M 0.02% 614
2024
Q4
$29.9M Sell
2,651,080
-725,622
-21% -$8.37M 0.04% 411
2024
Q3
$40.4M Buy
3,376,702
+237,594
+8% +$2.9M 0.06% 325
2024
Q2
$38.4M Buy
3,139,108
+89,922
+3% +$1.13M 0.06% 323
2024
Q1
$38.6M Buy
3,049,186
+213,854
+8% +$2.72M 0.06% 308
2023
Q4
$36.1M Buy
2,835,332
+6,841
+0.2% +$87.2K 0.06% 311
2023
Q3
$36.6M Buy
2,828,491
+93,195
+3% +$1.19M 0.07% 278
2023
Q2
$34M Buy
2,735,296
+165,640
+6% +$2M 0.07% 282
2023
Q1
$31.3M Buy
2,569,656
+94,085
+4% +$1.18M 0.07% 288
2022
Q4
$30.6M Buy
2,475,571
+103,868
+4% +$1.28M 0.07% 284
2022
Q3
$27.4M Buy
2,371,703
+157,139
+7% +$2.01M 0.07% 281
2022
Q2
$26.4M Buy
2,214,564
+3,031
+0.1% +$39K 0.07% 288
2022
Q1
$30.6M Buy
2,211,533
+25,378
+1% +$343K 0.07% 283
2021
Q4
$30M Buy
2,186,155
+137,814
+7% +$1.88M 0.07% 286
2021
Q3
$27.3M Buy
2,048,341
+129,128
+7% +$1.73M 0.07% 280
2021
Q2
$25.3M Buy
1,919,213
+229,698
+14% +$3M 0.07% 269
2021
Q1
$20.9M Buy
1,689,515
+150,059
+10% +$1.83M 0.07% 296
2020
Q4
$17.5M Sell
1,539,456
-69,000
-4% -$741K 0.07% 259
2020
Q3
$15.4M Buy
1,608,456
+79,980
+5% +$772K 0.07% 250
2020
Q2
$14.2M Buy
1,528,476
+291,972
+24% +$2.4M 0.08% 248
2020
Q1
$8.42M Buy
1,236,504
+1,009,238
+444% +$12.5M 0.05% 309
2019
Q4
$3.12M Buy
227,266
+90,086
+66% +$1.22M 0.02% 722
2019
Q3
$1.87M Buy
137,180
+88,223
+180% +$1.2M 0.01% 907
2019
Q2
$684K Sell
48,957
-1,244
-2% -$17.4K ﹤0.01% 1369
2019
Q1
$680K Buy
50,201
+6,582
+15% +$89.6K ﹤0.01% 1302
2018
Q4
$550K Buy
43,619
+18,628
+75% +$246K ﹤0.01% 1302
2018
Q3
$335K Buy
24,991
+6
+0% +$83 ﹤0.01% 1673
2018
Q2
$338K Sell
24,985
-6,648
-21% -$90.2K ﹤0.01% 1628
2018
Q1
$414K Sell
31,633
-50,869
-62% -$672K ﹤0.01% 1515
2017
Q4
$1.11M Sell
82,502
-4,163
-5% -$58.7K 0.01% 1054
2017
Q3
$1.24M Sell
86,665
-509
-0.6% -$7.23K 0.01% 995
2017
Q2
$1.27M Sell
87,174
-30,171
-26% -$441K 0.01% 968
2017
Q1
$1.75M Buy
117,345
+72
+0.1% +$1.05K 0.02% 805
2016
Q4
$1.65M Sell
117,273
-46,938
-29% -$648K 0.02% 765
2016
Q3
$2.27M Buy
164,211
+48,530
+42% +$663K 0.03% 619
2016
Q2
$1.49M Sell
115,681
-909
-0.8% -$11.3K 0.02% 715
2016
Q1
$1.48M Buy
116,590
+16,147
+16% +$196K ﹤0.01% 847
2015
Q4
$1.31M Buy
100,443
+9,947
+11% +$137K 0.02% 827
2015
Q3
$1.23M Sell
90,496
-9,759
-10% -$142K 0.02% 792
2015
Q2
$1.45M Buy
100,255
+14,115
+16% +$209K 0.02% 631
2015
Q1
$1.32M Sell
86,140
-17,570
-17% -$258K 0.02% 716
2014
Q4
$1.55M Buy
103,710
+43,757
+73% +$645K 0.02% 665
2014
Q3
$880K Buy
59,953
+762
+1% +$11.4K 0.01% 828
2014
Q2
$880K Sell
59,191
-12,870
-18% -$184K 0.02% 861
2014
Q1
$1.05M Sell
72,061
-9,996
-12% -$148K 0.02% 729
2013
Q4
$1.23M Buy
+82,057
New +$1.2M 0.03% 630

Other funds holding NMFC

HighTower Advisors's NMFC Position: Q2 2026 in Review

HighTower Advisors increased its New Mountain Finance (NMFC) stake by 0.02% in Q2 2026, buying an estimated $533 and bringing the position to 423,799 shares worth $3.04M. The position accounts for ﹤0.01% of the portfolio, ranked #1528.

HighTower Advisors first reported a position in NMFC in Q4 2013 and has held it in 51 quarters since. The position peaked at $40.4M in Q3 2024. 144 funds tracked by Wall St. Rank hold NMFC as of Q2 2026.

  • HighTower Advisors held 423,799 shares of New Mountain Finance worth $3.04M as of Q2 2026.
  • HighTower Advisors bought 67 New Mountain Finance shares in Q2 2026, an estimated $533.
  • New Mountain Finance made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #1528 holding.
  • HighTower Advisors first reported a position in New Mountain Finance in Q4 2013 and has held it in 51 quarters since.
  • HighTower Advisors's New Mountain Finance position peaked at $40.4M in Q3 2024.
  • 144 funds tracked by Wall St. Rank held New Mountain Finance as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.