Lument Finance Trust Inc.
13F holders, Q2 2025 (June 30)57holders −1
19new positions
20sold out
2famous investors
$2.21avg. 13F price*
At the end of Q2 2025, 57 institutions reported holding Lument Finance Trust Inc. in their 13F filings, down 1 from Q1 2025. 19 opened new positions and 20 sold out. The largest holders were AXA S.A. ($7.4M), Vanguard Group Inc. ($4.2M) and BlackRock, Inc. ($3.6M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Lument Finance Trust Inc.
- CUSIP
- 55025L108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 19 | $1.2M |
| Exits | 20 | $2.2M |
All 13F filers, Q1 2025 → Q2 2025: 3,836,318 shares bought and 1,232,516 shares sold, net +2,603,802 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 57 holders
| AXA S.A. | 0.02% | No change | 3,340,780 | $7.4M |
| Vanguard Group Inc. | 0.00% | Add +17.0% | 1,894,460 | $4.2M |
| BlackRock, Inc. | 0.00% | Add +763.4% | 1,610,714 | $3.6M |
| Geode Capital Management, LLC | 0.00% | Add +132.9% | 1,058,721 | $2.3M |
| Punch & Associates Investment Management, Inc. | 0.12% | Reduce -9.8% | 898,833 | $2.0M |
| Melia Wealth LLC | 0.83% | Add +4.8% | 784,639 | $1.7M |
| State Street Corp. | 0.00% | Add +256.1% | 416,086 | $945K |
| Northern Trust Corp. | 0.00% | Add +288.5% | 333,176 | $736K |
| Deltec Asset Management LLC | 0.08% | No change | 200,000 | $442K |
| Charles Schwab Investment Management Inc. | 0.00% | Add +467.0% | 136,284 | $301K |
| Morgan Stanley | 0.00% | Add +165.5% | 120,439 | $266K |
| Bank of New York Mellon Corp | 0.00% | New | 94,263 | $208K |
| Deutsche Bank AG | 0.00% | New | 94,209 | $208K |
| Corsair Capital Management, L.P. | 0.04% | No change | 89,631 | $198K |
| Barclays PLC | 0.00% | Add +20540.9% | 86,279 | $191K |
| Renaissance Technologies | 0.00% | Reduce -67.6% | 71,283 | $158K |
| LSV Asset Management | 0.00% | No change | 65,735 | $145K |
| Susquehanna International Group, LLP | 0.00% | Reduce -54.9% | 58,366 | $129K |
| Nuveen, LLC | 0.00% | New | 58,265 | $129K |
| Clear Harbor Asset Management, LLC | 0.01% | No change | 58,045 | $128K |
| Foundations Investment Advisors, LLC | 0.00% | Reduce -24.0% | 45,954 | $102K |
| New York State Common Retirement Fund | 0.00% | New | 44,500 | $98K |
| Rhumbline Advisers | 0.00% | New | 43,666 | $96K |
| J.W. Cole Advisors, Inc. | 0.00% | Reduce -8.2% | 41,405 | $92K |
| Bailard, Inc. | 0.00% | Add +119.0% | 39,525 | $87K |
| JPMorgan Chase & Co. | 0.00% | Add +55468.7% | 37,231 | $82K |
| UBS Group AG | 0.00% | Add +1606.6% | 36,691 | $81K |
| Citadel Advisors | 0.00% | New | 34,127 | $75K |
| Wells Fargo & Company | 0.00% | Add +2928500.0% | 29,286 | $65K |
| Invesco Ltd. | 0.00% | New | 28,725 | $63K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | New | 24,922 | $55K |
| Intech Investment Management LLC | 0.00% | New | 23,705 | $52K |
| T. Rowe Price Associates Inc. | 0.00% | New | 23,084 | $52K |
| Osaic Holdings, Inc. | 0.00% | Reduce -1.7% | 23,250 | $51K |
| Cerity Partners LLC | 0.00% | Reduce -19.9% | 18,189 | $40K |
| Raymond James Financial Inc. | 0.00% | Reduce -13.3% | 17,786 | $39K |
| Citigroup Inc. | 0.00% | Add +604.0% | 15,313 | $34K |
| Bank of America Corp. | 0.00% | Add +3989.4% | 14,640 | $32K |
| Hillsdale Investment Management Inc. | 0.00% | Reduce -73.5% | 13,706 | $30K |
| Focus Partners Wealth | 0.00% | New | 13,000 | $29K |
| NewEdge Advisors, LLC | 0.00% | Reduce -31.4% | 12,029 | $27K |
| Arlington Trust Co LLC | 0.00% | No change | 11,000 | $24K |
| Lion Street Advisors, LLC | 0.01% | No change | 10,706 | $24K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 10,000 | $23K |
| James Investment Research, Inc. | 0.00% | No change | 10,000 | $22K |
| BNP Paribas Financial Markets | 0.00% | New | 9,674 | $21K |
| Royal Bank of Canada | 0.00% | New | 9,864 | $21K |
| STRS Ohio | 0.00% | New | 8,600 | $19K |
| Ameritas Investment Partners, Inc. | 0.00% | New | 4,659 | $10K |
| Legal & General Group Plc | 0.00% | New | 4,097 | $9K |
| Harbour Investments, Inc. | 0.00% | Add +3.0% | 3,585 | $8K |
| California State Teachers Retirement System | 0.00% | New | 2,847 | $6K |
| FMR LLC | 0.00% | Add +292.9% | 2,558 | $6K |
| Amalgamated Bank | 0.00% | New | 1,559 | $3K |
| Sterling Capital Management LLC | 0.00% | New | 1,232 | $3K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +143.9% | 100 | $221 |
| Capital Advisors, Ltd. LLC | 0.00% | Reduce -92.9% | 56 | $0 |
"% of holder's portfolio" is LUMENT FINANCE TRUST INC's weight in each manager's 13F, not the share of Lument Finance Trust Inc. the manager owns.