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Lument Finance Trust (LFT) Institutional Ownership

Lument Finance Trust logo
$0.73 +0.04 (+5.52%)
As of 08/26/2026 03:56 PM Eastern

Institutional Ownership Changes (13F Filings) for Lument Finance Trust (NYSE:LFT)

Current
Institutional Ownership
Percentage
19.45%
Number of
Institutional Buyers
(last 12 months)
18
Total
Institutional Inflows
(last 12 months)
$3.07M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$1.07M
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LFT Institutional Buying and Selling by Quarter

Lument Finance Trust Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/20/2026 Susquehanna International Group LLP182,226$168K0.0%+957.6%0.347%
8/18/2026 Melia Wealth LLC1,421,909$1.31M0.8%N/A2.711%
8/12/2026 Callan Family Office LLC77,015$71K0.0%N/A0.147%
8/7/2026 BlackRock Inc.374,136$344K0.0%N/A0.713%
5/22/2026 Segall Bryant & Hamill LLC131,698$180K0.0%N/A0.251%
5/8/2026 PNC Financial Services Group Inc.22,133$28K0.0%+4,362.3%0.042%
2/17/2026 Russell Investments Group Ltd.32,987$47K0.0%+302.0%0.063%
2/17/2026 Punch & Associates Investment Management Inc.267,162$377K0.0%-62.2%0.510%
2/13/2026 State Street Corp454,684$659K0.0%+4.2%0.868%
2/13/2026 Wells Fargo & Company MN51,170$72K0.0%+46.2%0.098%
2/12/2026 Jane Street Group LLC98,529$139K0.0%N/A0.188%
2/10/2026 Goldman Sachs Group Inc.112,804$159K0.0%+71.3%0.215%
2/9/2026 Geode Capital Management LLC1,099,134$1.55M0.0%+2.9%2.099%
2/9/2026 Melia Wealth LLC988,137$1.39M0.6%+4.4%1.887%
1/1/2026 JPMorgan Chase & Co.61,457$124K0.0%+65.1%0.117%
11/17/2025 Punch & Associates Investment Management Inc.707,312$1.43M0.1%-21.3%1.351%
11/17/2025 Citadel Advisors LLC76,989$156K0.0%+125.6%0.147%
11/13/2025 BNP Paribas Financial Markets19,556$40K0.0%+102.2%0.037%
11/12/2025 Melia Wealth LLC946,406$1.91M0.8%+20.6%1.808%
11/7/2025Vanguard Group Inc.1,907,084$3.85M0.0%+0.7%3.644%
11/7/2025 JPMorgan Chase & Co.61,457$124K0.0%+65.1%0.117%
11/6/2025 LSV Asset Management52,835$107K0.0%-19.6%0.101%
11/3/2025 New York State Common Retirement Fund25,600$52K0.0%-42.5%0.049%
10/31/2025 James Investment Research Inc.18,000$36K0.0%+80.0%0.034%
10/30/2025 Bailard Inc.54,000$109K0.0%+36.6%0.103%
8/15/2025 Bank of America Corp DE14,640$32K0.0%+3,989.4%0.028%
8/14/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.24,922$55K0.0%N/A0.048%
8/14/2025 NewEdge Advisors LLC12,029$27K0.0%-31.4%0.023%
8/13/2025 Invesco Ltd.28,725$63K0.0%N/A0.055%
8/13/2025 New York State Common Retirement Fund44,500$98K0.0%N/A0.085%
8/12/2025 Hillsdale Investment Management Inc.13,706$30K0.0%-73.5%0.026%
8/12/2025 JPMorgan Chase & Co.37,231$82K0.0%+55,468.7%0.071%
8/8/2025 Intech Investment Management LLC23,705$52K0.0%N/A0.045%
8/8/2025 Foundations Investment Advisors LLC45,954$102K0.0%-24.0%0.088%
8/8/2025 Bailard Inc.39,525$87K0.0%+119.0%0.076%
8/8/2025 Geode Capital Management LLC1,058,721$2.34M0.0%+132.9%2.023%
7/28/2025 Melia Wealth LLC784,639$1.73M0.8%+4.8%1.500%
6/27/2025 Goldman Sachs Group Inc.25,324$66K0.0%N/A0.048%
5/19/2025Jane Street Group LLC124,754$326K0.0%+117.0%0.238%
5/16/2025Goldman Sachs Group Inc.25,324$66K0.0%N/A0.048%
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5/16/2025Punch & Associates Investment Management Inc.996,819$2.60M0.2%-22.2%1.905%
5/16/2025NewEdge Advisors LLC17,524$46K0.0%-71.4%0.033%
5/15/2025OMERS ADMINISTRATION Corp21,100$55K0.0%N/A0.040%
5/7/2025Melia Wealth LLC749,033$1.96M1.0%+3.0%1.432%
5/6/2025Y Intercept Hong Kong Ltd29,563$77K0.0%+59.8%0.057%
5/2/2025Bailard Inc.18,051$47K0.0%N/A0.035%
4/22/2025Deltec Asset Management LLC200,000$522K0.1%-12.2%0.382%
2/17/2025Millennium Management LLC61,951$160K0.0%N/A0.118%
2/17/2025Balyasny Asset Management L.P.18,801$49K0.0%N/A0.036%
2/14/2025Jane Street Group LLC57,500$148K0.0%N/A0.110%
2/14/2025Schonfeld Strategic Advisors LLC33,530$87K0.0%N/A0.064%
2/14/2025Northern Trust Corp85,750$221K0.0%+7.5%0.164%
2/13/2025NewEdge Advisors LLC61,179$158K0.0%+79.2%0.117%
2/13/2025Melia Wealth LLC727,365$1.88M1.0%+3.5%1.391%
2/13/2025Raymond James Financial Inc.18,466$48K0.0%N/A0.035%
2/13/2025Renaissance Technologies LLC210,241$542K0.0%-8.9%0.402%
2/12/2025Geode Capital Management LLC443,701$1.15M0.0%+1.1%0.849%
2/6/2025Raymond James Financial Inc.18,466$48K0.0%N/A0.035%
2/5/2025PL Capital Advisors LLC60,203$155K0.1%-79.0%0.115%
2/4/2025PL Capital Advisors LLC155,324$401K0.0%-45.7%0.297%
2/4/2025Y Intercept Hong Kong Ltd18,505$48K0.0%N/A0.035%
1/27/2025Deltec Asset Management LLC227,700$587K0.1%-43.0%0.435%
1/22/2025Foundations Investment Advisors LLC60,378$156K0.0%+32.2%0.115%
11/19/2024Barclays PLC47,462$120K0.0%N/A0.091%
11/16/2024Geode Capital Management LLC438,953$1.11M0.0%+2.7%0.839%
11/15/2024Barclays PLC47,462$120K0.0%N/A0.091%
11/15/2024Point72 Asia Singapore Pte. Ltd.12,779$32K0.0%N/A0.024%
11/13/2024Glenmede Trust Co. NA33,750$85K0.0%N/A0.065%
11/8/2024Connor Clark & Lunn Investment Management Ltd.26,198$66K0.0%+72.4%0.050%
10/29/2024PL Capital Advisors LLC286,148$724K0.2%-21.2%0.547%
10/25/2024Deltec Asset Management LLC399,648$1.01M0.2%-21.1%0.764%
8/13/2024Sei Investments Co.22,661$54K0.0%N/A0.043%
8/12/2024Mercer Global Advisors Inc. ADV11,242$27K0.0%N/A0.022%
8/9/2024Renaissance Technologies LLC208,922$501K0.0%-4.2%0.400%
8/6/2024Acadian Asset Management LLC23,462$55K0.0%N/A0.045%
7/17/2024PL Capital Advisors LLC362,942$871K0.4%-74.7%0.694%
5/11/2024Hillsdale Investment Management Inc.75,000$187K0.0%+110.7%0.144%
5/10/2024Vanguard Group Inc.1,557,677$3.88M0.0%+8.9%2.981%
5/6/2024LSV Asset Management16,300$41K0.0%N/A0.031%
4/10/2024Melia Wealth LLC196,573$489K0.3%N/A0.376%
2/9/2024Hillsdale Investment Management Inc.35,604$83K0.0%N/A0.068%
2/8/2024Foundations Investment Advisors LLC86,549$211K0.0%N/A0.166%
2/2/2024PL Capital Advisors LLC1,433,156$3.34M1.2%-9.1%2.744%
1/24/2024Arlington Trust Co LLC11,000$26K0.0%N/A0.021%
1/18/2024Clear Harbor Asset Management LLC59,985$140K0.0%-7.7%0.115%
11/13/2023Johnson Investment Counsel Inc.81,613$170K0.0%+10.1%0.156%
10/26/2023Punch & Associates Investment Management Inc.1,658,087$3.45M0.2%+4.8%3.175%
10/26/2023Clear Harbor Asset Management LLC64,985$135K0.0%-11.6%0.124%
8/15/2023Corsair Capital Management L.P.110,020$209K0.1%N/A0.211%
8/10/2023Johnson Investment Counsel Inc.74,113$141K0.0%N/A0.142%
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7/21/2023Clear Harbor Asset Management LLC73,495$140K0.0%-18.7%0.141%
5/4/2023Clear Harbor Asset Management LLC90,390$183K0.0%-11.1%0.173%
5/2/2023LSV Asset Management29,130$59K0.0%-61.9%0.056%
1/25/2023Deltec Asset Management LLC506,710$963K0.3%-38.8%0.970%
1/20/2023Clear Harbor Asset Management LLC101,640$193K0.0%-28.6%0.195%
11/15/2022Bulldog Investors LLP407,629$880K0.3%-21.6%0.780%
11/14/2022AXA S.A.3,340,780$7.22M0.0%+0.3%6.396%
11/7/2022LSV Asset Management76,500$165K0.0%-16.8%0.146%
10/25/2022Clear Harbor Asset Management LLC142,272$307K0.0%-11.7%0.272%
8/13/2022PL Capital Advisors LLC1,576,518$3.75M1.1%+89.6%3.018%


LFT Institutional Ownership - Frequently Asked Questions

During the previous two years, 42 institutional investors and hedge funds held shares of Lument Finance Trust. The most heavily invested institutionals were Vanguard Group Inc. ($3.85M), Geode Capital Management LLC ($1.55M), Melia Wealth LLC ($1.31M), State Street Corp ($659K), Renaissance Technologies LLC ($542K), Deltec Asset Management LLC ($522K), and Punch & Associates Investment Management Inc. ($377K).Learn more on Lument Finance Trust's institutional investors.

19.45% of Lument Finance Trust's stock is owned by institutional investors. Learn more on LFT's institutional investor holdings.

Of the 36 institutional investors that purchased Lument Finance Trust's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Melia Wealth LLC ($1.71M), Geode Capital Management LLC ($651.53K), BlackRock Inc. ($374.14K), Jane Street Group LLC ($223.28K), Susquehanna International Group LLP ($165.00K), Segall Bryant & Hamill LLC ($131.70K), and Goldman Sachs Group Inc. ($97.58K).

Institutional investors have bought a total of 2,766,587 shares in the last 24 months. This purchase volume represents approximately $3.07M in transactions.

The following institutional investors have sold Lument Finance Trust stock in the last 24 months: Punch & Associates Investment Management Inc. ($631.67K), New York State Common Retirement Fund ($18.90K), and LSV Asset Management ($12.90K).

Institutional investors have sold a total of 663,471 shares in the last 24 months. This volume of shares sold represents approximately $1.07M in transactions.



Institutional ownership data for NYSE:LFT is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/20/2026. New 13F filings are added each quarter as they're published.
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