Lument Finance Trust Inc.
13F holders, Q4 2025 (December 31)63holders
9new positions
8sold out
1famous investor
$1.41avg. 13F price*
At the end of Q4 2025, 63 institutions reported holding Lument Finance Trust Inc. in their 13F filings, unchanged from Q3 2025. 9 opened new positions and 8 sold out. The largest holders were AXA S.A. ($4.7M), BlackRock, Inc. ($2.8M) and Vanguard Group Inc. ($2.7M). One famous investor held it Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Lument Finance Trust Inc.
- CUSIP
- 55025L108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $260K |
| Exits | 8 | $608K |
All 13F filers, Q3 2025 → Q4 2025: 719,299 shares bought and 799,436 shares sold, net −80,137 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 63 holders
| AXA S.A. | 2.23% | No change | 3,340,780 | $4.7M |
| BlackRock, Inc. | 0.00% | Add +3.3% | 1,975,563 | $2.8M |
| Vanguard Group Inc. | 0.00% | Add +0.8% | 1,923,093 | $2.7M |
| Geode Capital Management, LLC | 0.00% | Add +2.9% | 1,099,134 | $1.6M |
| Melia Wealth LLC | 0.64% | Add +4.4% | 988,137 | $1.4M |
| State Street Corp. | 0.00% | Add +4.2% | 454,684 | $659K |
| Northern Trust Corp. | 0.00% | Reduce -3.1% | 318,625 | $449K |
| Morgan Stanley | 0.00% | Add +403.2% | 294,973 | $416K |
| Punch & Associates Investment Management, Inc. | 0.02% | Reduce -62.2% | 267,162 | $377K |
| Deltec Asset Management LLC | 0.05% | No change | 200,000 | $282K |
| Charles Schwab Investment Management Inc. | 0.00% | No change | 136,284 | $192K |
| Bank of New York Mellon Corp | 0.00% | Reduce -0.6% | 113,006 | $159K |
| Goldman Sachs Group Inc. | 0.00% | Add +71.3% | 112,804 | $159K |
| Jane Street Group, LLC | 0.00% | New | 98,529 | $139K |
| Barclays PLC | 0.00% | Add +11.7% | 72,344 | $102K |
| Nuveen, LLC | 0.00% | No change | 58,265 | $82K |
| Wells Fargo & Company | 0.00% | Add +46.2% | 51,170 | $72K |
| JPMorgan Chase & Co. | 0.00% | Reduce -17.5% | 50,696 | $71K |
| Susquehanna International Group, LLP | 0.00% | New | 46,632 | $66K |
| Foundations Investment Advisors, LLC | 0.00% | Add +0.2% | 46,123 | $65K |
| J.W. Cole Advisors, Inc. | 0.00% | Add +0.6% | 41,939 | $59K |
| Bank of America Corp. | 0.00% | Add +163.2% | 34,892 | $49K |
| Invesco Ltd. | 0.00% | Add +9.4% | 33,345 | $47K |
| Russell Investments Group, Ltd. | 0.00% | Add +302.0% | 32,987 | $47K |
| Rhumbline Advisers | 0.00% | Reduce -25.5% | 32,092 | $45K |
| Osaic Holdings, Inc. | 0.00% | Add +0.3% | 27,563 | $39K |
| New York State Common Retirement Fund | 0.00% | No change | 25,600 | $36K |
| T. Rowe Price Associates Inc. | 0.00% | No change | 23,084 | $33K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +3.1% | 21,787 | $31K |
| Intech Investment Management LLC | 0.00% | Reduce -7.3% | 20,694 | $29K |
| NewEdge Advisors, LLC | 0.00% | Add +0.0% | 18,005 | $25K |
| James Investment Research, Inc. | 0.00% | No change | 18,000 | $25K |
| Raymond James Financial Inc. | 0.00% | Add +0.5% | 17,628 | $25K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 16,394 | $23K |
| Neuberger Berman Group LLC | 0.00% | New | 15,605 | $22K |
| Focus Partners Wealth | 0.00% | Add +0.3% | 13,074 | $18K |
| BNP Paribas Financial Markets | 0.00% | Reduce -38.4% | 12,042 | $17K |
| Arlington Trust Co LLC | 0.00% | No change | 11,000 | $16K |
| Integrity Alliance, Llc. | 0.00% | New | 10,706 | $15K |
| AQR Capital Management | 0.00% | New | 10,578 | $15K |
| UBS Group AG | 0.00% | Reduce -47.2% | 9,054 | $13K |
| STRS Ohio | 0.00% | No change | 8,600 | $12K |
| Royal Bank of Canada | 0.00% | Add +32.5% | 7,946 | $12K |
| FMR LLC | 0.00% | Add +196.3% | 7,788 | $11K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +24.3% | 7,260 | $10K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -32.2% | 6,780 | $10K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 4,659 | $7K |
| Legal & General Group Plc | 0.00% | No change | 4,097 | $6K |
| Sterling Capital Management LLC | 0.00% | No change | 3,149 | $4K |
| California State Teachers Retirement System | 0.00% | Reduce -2.4% | 2,781 | $4K |
| GAMMA Investing LLC | 0.00% | New | 1,985 | $3K |
| Amalgamated Bank | 0.00% | Reduce -8.0% | 1,434 | $2K |
| Citigroup Inc. | 0.00% | Reduce -79.7% | 1,033 | $1K |
| Covestor Ltd | 0.00% | Reduce -17.4% | 389 | $1K |
| Cwm, LLC | 0.00% | Reduce -14.5% | 697 | $1K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 496 | $699 |
| EverSource Wealth Advisors, LLC | 0.00% | Add +34.6% | 35 | $49 |
| IFP Advisors, Inc | 0.00% | Reduce -56.7% | 29 | $41 |
| Essential Partners LLC | 0.00% | Reduce -98.7% | 7 | $10 |
| Allworth Financial LP | 0.00% | New | 6 | $9 |
| Sunbelt Securities, Inc. | 0.00% | New | 5 | $7 |
| Rothschild Investment LLC | 0.00% | New | 4 | $6 |
| True Wealth Design, LLC | 0.00% | Reduce -33.3% | 2 | $3 |
"% 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.