Institutional Ownership
New Mtn Fin Corp
CUSIP 647551100COMNMFCQ1 2026
Institutional Holders
152
13F filers
Shares Held
27.72M
Aggregate institutional
Institutional Value
$173.61M
Q1 2026
Net New Holders
-14
22 new · 36 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions22
Increased35
Decreased54
Sold out36
Institutional Holders
152 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Invesco Ltd. | 2.14M | $16.60M | +949.3K | Added |
| 2 | Ubs Group AG | 2.09M | $16.23M | +550.1K | Added |
| 3 | Dimension Capital Management LLC | 1.16M | $8.97M | +7.2K | Added |
| 4 | Russell Investments Group, Ltd. | 938.7K | $7.28M | +588.3K | Added |
| 5 | Cerity Partners LLC | 872.8K | $6.77M | −169.4K | Reduced |
| 6 | Corient Private Wealth LLC | 871.3K | $6.76M | +62.4K | Added |
| 7 | National Philanthropic Trust | 852.9K | $6.62M | 0 | Held |
| 8 | Muzinich & Co., Inc. | 848.9K | $6.59M | −519 | Reduced |
| 9 | Two Sigma Investments, LP | 836.5K | $6.49M | +249.8K | Added |
| 10 | Legal & General Group PLC | 785.5K | $6.10M | +43.1K | Added |
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