Lument Finance Trust, Inc. (LFT) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

24,668,297Shares Outstanding

2,328,987Shares held by institutions

$3,050,973Value of institutional holdings

30.24%Institutional ownership %

-31.57%Shares Changed QoQ

32No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Lument Finance Trust, Inc. (NYSE:LFT) currently has 56 active institutional owners and shareholders as of today (December 2025), that have filed 13F forms with the Securities Exchange Commission (SEC).

The percentage of Lument Finance Trust owned by institutions changed from 24.2% in September 2025 to 23.8% in December 2025, marking a slight down trend.
Institutional share ownership changed by 1.84% QoQ, while the number of institutional owners saw an increase of 14.29% YoY.
Among the 56 institutional holders of Lument Finance Trust, 27 added to their stakes while 16 trimmed their positions and 13 held steady.
The aggregate institutional position in Lument Finance Trust now stands at 12.06Mn shares as of December 2025, after investors increased their holdings (up by 218.48K shares quarter on quarter which is up 2.45Mn shares year over year).
The top institutional stake in Lument Finance Trust as of December 31, 2025 belongs to AXA S.A., which owns 3.34Mn shares, or 6.60% of the company.
Among the most significant buyers of Lument Finance Trust during December 2025 were MORGAN STANLEY (236.36K), JANE STREET GROUP, LLC (98.53K), BlackRock, Inc. (62.43K), GOLDMAN SACHS GROUP INC (46.94K), SUSQUEHANNA INTERNATIONAL GROUP, LLP (46.63K).
Leading sellers of Lument Finance Trust stock in December 2025 included PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. (440.15K), RHUMBLINE ADVISERS (11.01K), JPMORGAN CHASE & CO (10.76K), NORTHERN TRUST CORP (10.31K), UBS Group AG (8.10K).
The top 10 institutional holders of Lument Finance Trust for the quarter ending December 2025 included AXA S.A. (3.34Mn), BlackRock, Inc. (1.98Mn), VANGUARD GROUP INC (1.92Mn), GEODE CAPITAL MANAGEMENT, LLC (1.10Mn), Melia Wealth LLC (988.14K), STATE STREET CORP (454.68K), NORTHERN TRUST CORP (318.62K), MORGAN STANLEY (294.97K), PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. (267.16K), DELTEC ASSET MANAGEMENT LLC (200.00K).

56 Institutional Holders

2,328,987 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
AXA S.A.	31 Dec, 2025	3,340,780	0	0.00%	$4,710,500.00
BlackRock, Inc.	31 Dec, 2025	1,975,563	62,433	3.26%	$2,785,544.00
VANGUARD GROUP INC	31 Dec, 2025	1,923,093	16,009	0.84%	$2,711,561.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	1,099,134	30,855	2.89%	$1,550,255.00
Melia Wealth LLC	31 Dec, 2025	988,137	41,731	4.41%	$1,393,273.00
STATE STREET CORP	31 Dec, 2025	454,684	18,122	4.15%	$659,230.00
NORTHERN TRUST CORP	31 Dec, 2025	318,625	-10,306	-3.13%	$449,262.00
MORGAN STANLEY	31 Dec, 2025	294,973	236,357	403.23%	$415,913.00
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.	31 Dec, 2025	267,162	-440,150	-62.23%	$376,698.00
DELTEC ASSET MANAGEMENT LLC	31 Dec, 2025	200,000	0	0.00%	$282,000.00
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	31 Dec, 2025	136,284	0	0.00%	$192,160.00
Bank of New York Mellon Corp	31 Dec, 2025	113,006	-656	-0.58%	$159,339.00
GOLDMAN SACHS GROUP INC	31 Dec, 2025	112,804	46,936	71.26%	$159,054.00
JANE STREET GROUP, LLC	31 Dec, 2025	98,529	98,529	0.00%	$138,926.00
BARCLAYS PLC	31 Dec, 2025	72,344	7,594	11.73%	$102,005.00
Nuveen, LLC	31 Dec, 2025	58,265	0	0.00%	$82,154.00
WELLS FARGO & COMPANY/MN	31 Dec, 2025	51,170	16,179	46.24%	$72,150.00
JPMORGAN CHASE & CO	31 Dec, 2025	50,696	-10,761	-17.51%	$71,481.00
SUSQUEHANNA INTERNATIONAL GROUP, LLP	31 Dec, 2025	46,632	46,632	0.00%	$65,751.00
FOUNDATIONS INVESTMENT ADVISORS, LLC	31 Dec, 2025	46,123	75	0.16%	$65,034.00

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