Lument Finance Trust Inc.
13F holders, Q1 2026 (March 31)64holders +1
7new positions
9sold out
1famous investor
$1.26avg. 13F price*
At the end of Q1 2026, 64 institutions reported holding Lument Finance Trust Inc. in their 13F filings, up 1 from Q4 2025. 7 opened new positions and 9 sold out. The largest holders were AXA S.A. ($4.2M), BlackRock, Inc. ($2.8M) and Vanguard Capital Management LLC ($1.8M). 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $25K |
| Exits | 9 | $718K |
All 13F filers, Q4 2025 → Q1 2026: 1,606,262 shares bought and 997,348 shares sold, net +608,914 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 64 holders
| AXA S.A. | 1.64% | No change | 3,340,780 | $4.2M |
| BlackRock, Inc. | 0.00% | Add +12.3% | 2,217,584 | $2.8M |
| Vanguard Capital Management LLC | 0.00% | — | 1,418,818 | $1.8M |
| Melia Wealth LLC | 0.84% | Add +40.0% | 1,383,738 | $1.7M |
| Geode Capital Management, LLC | 0.00% | Add +12.5% | 1,236,715 | $1.6M |
| Russell Investments Group, Ltd. | 0.00% | Add +1990.4% | 689,566 | $869K |
| State Street Corp. | 0.00% | Add +0.6% | 457,224 | $594K |
| Northern Trust Corp. | 0.00% | Add +4.4% | 332,722 | $419K |
| Vanguard Fiduciary Trust Co. | 0.00% | — | 288,450 | $363K |
| Vanguard Portfolio Management LLC | 0.00% | — | 263,645 | $332K |
| Deltec Asset Management LLC | 0.05% | No change | 200,000 | $252K |
| Goldman Sachs Group Inc. | 0.00% | Add +23.9% | 139,816 | $176K |
| Bank of New York Mellon Corp | 0.00% | Add +0.0% | 113,007 | $142K |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -18.3% | 111,291 | $140K |
| AQR Capital Management | 0.00% | Add +482.9% | 61,659 | $78K |
| Bank of America Corp. | 0.00% | Add +10.7% | 38,628 | $49K |
| Osaic Holdings, Inc. | 0.00% | Add +30.8% | 36,063 | $45K |
| Invesco Ltd. | 0.00% | Add +3.9% | 34,636 | $44K |
| Rhumbline Advisers | 0.00% | Add +1.3% | 32,506 | $41K |
| Foundations Investment Advisors, LLC | 0.00% | Reduce -38.3% | 28,464 | $36K |
| New York State Common Retirement Fund | 0.00% | No change | 25,600 | $32K |
| Morgan Stanley | 0.00% | Reduce -91.7% | 24,367 | $31K |
| T. Rowe Price Associates Inc. | 0.00% | No change | 23,084 | $30K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +2.3% | 22,297 | $28K |
| PNC Financial Services Group, Inc. | 0.00% | Add +4362.3% | 22,133 | $28K |
| Mariner, LLC | 0.00% | New | 20,088 | $25K |
| JPMorgan Chase & Co. | 0.00% | Reduce -63.1% | 18,718 | $24K |
| NewEdge Advisors, LLC | 0.00% | Add +0.2% | 18,048 | $23K |
| James Investment Research, Inc. | 0.00% | No change | 18,000 | $23K |
| Wells Fargo & Company | 0.00% | Reduce -66.3% | 17,246 | $22K |
| Susquehanna International Group, LLP | 0.00% | Reduce -63.0% | 17,230 | $22K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 16,394 | $21K |
| Neuberger Berman Group LLC | 0.00% | Add +4.0% | 16,229 | $20K |
| FMR LLC | 0.00% | Add +105.5% | 16,002 | $20K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +92.3% | 13,962 | $18K |
| Focus Partners Wealth | 0.00% | Add +3.0% | 13,466 | $17K |
| Intech Investment Management LLC | 0.00% | Reduce -43.1% | 11,765 | $15K |
| Vanguard Global Advisers, LLC | 0.00% | — | 11,437 | $14K |
| Barclays PLC | 0.00% | Reduce -84.5% | 11,219 | $14K |
| BNP Paribas Financial Markets | 0.00% | Reduce -13.1% | 10,471 | $13K |
| UBS Group AG | 0.00% | Add +4.3% | 9,439 | $12K |
| STRS Ohio | 0.00% | No change | 8,600 | $11K |
| GAMMA Investing LLC | 0.00% | Add +141.6% | 4,796 | $6K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 4,659 | $6K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -33.6% | 4,500 | $6K |
| Legal & General Group Plc | 0.00% | No change | 4,097 | $5K |
| Royal Bank of Canada | 0.00% | Reduce -47.8% | 4,148 | $5K |
| Cwm, LLC | 0.00% | Add +270.6% | 2,583 | $3K |
| Citigroup Inc. | 0.00% | Add +105.2% | 2,120 | $3K |
| Sterling Capital Management LLC | 0.00% | Reduce -52.0% | 1,510 | $2K |
| Essential Partners LLC | 0.00% | Add +11285.7% | 797 | $1K |
| Covestor Ltd | 0.00% | Add +44.5% | 562 | $1K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +677.1% | 272 | $342 |
| Transamerica Financial Advisors, LLC | 0.00% | New | 82 | $106 |
| Allworth Financial LP | 0.00% | Add +983.3% | 65 | $82 |
| IFP Advisors, Inc | 0.00% | Add +72.4% | 50 | $63 |
| Arax Advisory Partners | 0.00% | New | 1 | $34 |
| True Wealth Design, LLC | 0.00% | Add +1050.0% | 23 | $29 |
| Sunbelt Securities, Inc. | 0.00% | Add +280.0% | 19 | $24 |
| Rothschild Investment LLC | 0.00% | Add +275.0% | 15 | $19 |
| Farther Finance Advisors, LLC | 0.00% | New | 9 | $11 |
| MAI Capital Management | 0.00% | New | 7 | $9 |
| SJS Investment Consulting Inc. | 0.00% | New | 2 | $3 |
| Caitong International Asset Management Co., Ltd | 0.00% | New | 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.