Lument Finance Trust Inc.
13F holders, Q3 2025 (September 30)63holders +6
12new positions
6sold out
1famous investor
$2.02avg. 13F price*
At the end of Q3 2025, 63 institutions reported holding Lument Finance Trust Inc. in their 13F filings, up 6 from Q2 2025. 12 opened new positions and 6 sold out. The largest holders were AXA S.A. ($6.7M), BlackRock, Inc. ($3.9M) and Vanguard Group Inc. ($3.9M). One famous investor held it 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $212K |
| Exits | 6 | $661K |
All 13F filers, Q2 2025 → Q3 2025: 756,093 shares bought and 653,474 shares sold, net +102,619 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 63 holders
| AXA S.A. | 3.38% | No change | 3,340,780 | $6.7M |
| BlackRock, Inc. | 0.00% | Add +18.8% | 1,913,130 | $3.9M |
| Vanguard Group Inc. | 0.00% | Add +0.7% | 1,907,084 | $3.9M |
| Geode Capital Management, LLC | 0.00% | Add +0.9% | 1,068,279 | $2.2M |
| Melia Wealth LLC | 0.84% | Add +20.6% | 946,406 | $1.9M |
| Punch & Associates Investment Management, Inc. | 0.08% | Reduce -21.3% | 707,312 | $1.4M |
| State Street Corp. | 0.00% | Add +4.9% | 436,562 | $899K |
| Northern Trust Corp. | 0.00% | Reduce -1.3% | 328,931 | $664K |
| Deltec Asset Management LLC | 0.07% | No change | 200,000 | $404K |
| Charles Schwab Investment Management Inc. | 0.00% | No change | 136,284 | $275K |
| Bank of New York Mellon Corp | 0.00% | Add +20.6% | 113,662 | $230K |
| Corsair Capital Management, L.P. | 0.03% | No change | 89,631 | $181K |
| Citadel Advisors | 0.00% | Add +125.6% | 76,989 | $156K |
| Goldman Sachs Group Inc. | 0.00% | New | 65,868 | $133K |
| Barclays PLC | 0.00% | Reduce -24.9% | 64,750 | $131K |
| JPMorgan Chase & Co. | 0.00% | Add +65.1% | 61,457 | $124K |
| Morgan Stanley | 0.00% | Reduce -51.3% | 58,616 | $118K |
| Nuveen, LLC | 0.00% | No change | 58,265 | $118K |
| Bailard, Inc. | 0.00% | Add +36.6% | 54,000 | $109K |
| LSV Asset Management | 0.00% | Reduce -19.6% | 52,835 | $107K |
| Foundations Investment Advisors, LLC | 0.00% | Add +0.2% | 46,048 | $93K |
| Rhumbline Advisers | 0.00% | Reduce -1.3% | 43,099 | $87K |
| J.W. Cole Advisors, Inc. | 0.00% | Add +0.7% | 41,701 | $84K |
| Wells Fargo & Company | 0.00% | Add +19.5% | 34,991 | $71K |
| Invesco Ltd. | 0.00% | Add +6.1% | 30,466 | $62K |
| Osaic Holdings, Inc. | 0.00% | Add +18.2% | 27,476 | $60K |
| New York State Common Retirement Fund | 0.00% | Reduce -42.5% | 25,600 | $52K |
| T. Rowe Price Associates Inc. | 0.00% | No change | 23,084 | $47K |
| Intech Investment Management LLC | 0.00% | Reduce -5.8% | 22,332 | $45K |
| Lion Street Advisors, LLC | 0.01% | No change | 10,706 | $43K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -15.2% | 21,127 | $43K |
| BNP Paribas Financial Markets | 0.00% | Add +102.2% | 19,556 | $40K |
| James Investment Research, Inc. | 0.00% | Add +80.0% | 18,000 | $36K |
| NewEdge Advisors, LLC | 0.00% | Add +49.6% | 18,000 | $36K |
| Raymond James Financial Inc. | 0.00% | Reduce -1.4% | 17,536 | $35K |
| UBS Group AG | 0.00% | Reduce -53.2% | 17,157 | $35K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | New | 16,394 | $33K |
| Cerity Partners LLC | 0.00% | Reduce -13.0% | 15,831 | $32K |
| Bank of America Corp. | 0.00% | Reduce -9.4% | 13,257 | $27K |
| Focus Partners Wealth | 0.00% | Add +0.2% | 13,029 | $26K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | New | 11,633 | $23K |
| Arlington Trust Co LLC | 0.00% | No change | 11,000 | $22K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 10,000 | $21K |
| STRS Ohio | 0.00% | No change | 8,600 | $17K |
| Russell Investments Group, Ltd. | 0.00% | New | 8,205 | $17K |
| Royal Bank of Canada | 0.00% | Reduce -39.2% | 5,999 | $12K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +5741.0% | 5,841 | $12K |
| Citigroup Inc. | 0.00% | Reduce -66.8% | 5,076 | $10K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 4,659 | $9K |
| Legal & General Group Plc | 0.00% | No change | 4,097 | $8K |
| Sterling Capital Management LLC | 0.00% | Add +155.6% | 3,149 | $6K |
| California State Teachers Retirement System | 0.00% | Add +0.1% | 2,849 | $6K |
| FMR LLC | 0.00% | Add +2.7% | 2,628 | $5K |
| Amalgamated Bank | 0.00% | No change | 1,559 | $3K |
| Cwm, LLC | 0.00% | New | 815 | $2K |
| Essential Partners LLC | 0.00% | New | 538 | $1K |
| PNC Financial Services Group, Inc. | 0.00% | New | 496 | $1K |
| Covestor Ltd | 0.00% | New | 471 | $1K |
| Arax Advisory Partners | 0.00% | New | 100 | $202 |
| IFP Advisors, Inc | 0.00% | New | 67 | $135 |
| EverSource Wealth Advisors, LLC | 0.00% | New | 26 | $53 |
| True Wealth Design, LLC | 0.00% | New | 3 | $7 |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 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.