Institutional Ownership
New Mtn Fin Corp
CUSIP 647551100COMNMFCQ1 2026
13D / 13G Filings
9
Schedule 13D/13G on record
Beneficial Filers
4
Distinct reporting persons
Largest Stake
12.5%
Max % of class reported
Institutional Holders
152
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
9 filings · latest Mar 12, 2026
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Mar 12, 2026 | Klinsky Steven B | 13D/A | 12.5% | — | SEC |
| 2 | Mar 3, 2026 | Klinsky Steven B | 13D/A | 11.0% | — | SEC |
| 3 | Nov 26, 2024 | Klinsky Steven B | 13D/A | 9.7% | 10.41M | SEC |
| 4 | Nov 14, 2024 | Radcliffe Capital Management, L.P. | 13G/A | 3.2% | 3.53M | SEC |
| 5 | Feb 14, 2023 | Radcliffe Capital Management, L.P. | 13G | 6.7% | 7.24M | SEC |
| 6 | Jun 5, 2020 | Klinsky Steven B | 13D/A | 9.0% | 8.69M | SEC |
| 7 | Feb 14, 2020 | Steelhead Partners LLC | 13G | 2.3% | 2.23M | SEC |
| 8 | Feb 14, 2020 | Radcliffe Capital Management, L.P. | 13G/A | 2.7% | 2.70M | SEC |
| 9 | Feb 4, 2020 | Wells Fargo & Company/Mn | 13G | 4.0% | 3.84M | SEC |
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Invesco Ltd. | 2.14M | $16.60M |
| 2 | Ubs Group AG | 2.09M | $16.23M |
| 3 | Dimension Capital Management LLC | 1.16M | $8.97M |
| 4 | Russell Investments Group, Ltd. | 938.7K | $7.28M |
| 5 | Cerity Partners LLC | 872.8K | $6.77M |
| 6 | Corient Private Wealth LLC | 871.3K | $6.76M |
| 7 | National Philanthropic Trust | 852.9K | $6.62M |
| 8 | Muzinich & Co., Inc. | 848.9K | $6.59M |
| 9 | Two Sigma Investments, LP | 836.5K | $6.49M |
| 10 | Legal & General Group PLC | 785.5K | $6.10M |