Ranked by reported Q2 2026 13F market value
Share of total reported institutional value in LFT held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | AXA S.A. | 3.3M | $3.3M | 0.0% | 6.546% | 3.64% |
| 2 | Melia Wealth LLC | 1.4M | $1.3M | +2.8% | 2.786% | 0.75% |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 1.4M | $1.3M | -0.9% | 2.754% | 0.00% |
| 4 | Russell Investments Group, Ltd. | 693K | $638K | +0.6% | 1.359% | 0.00% |
| 5 | MILLENNIUM MANAGEMENT LLC | 534K | $492K | β | 1.047% | 0.00% |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 474K | $436K | -61.7% | 0.928% | 0.00% |
| 7 | BlackRock, Inc. | 374K | $344K | -83.1% | 0.733% | 0.00% |
| 8 | VANGUARD FIDUCIARY TRUST CO | 273K | $251K | -5.5% | 0.534% | 0.00% |
| 9 | JANE STREET GROUP, LLC | 222K | $204K | β | 0.435% | 0.00% |
| 10 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 182K | $168K | +957.6% | 0.357% | 0.00% |
| 11 | GOLDMAN SACHS GROUP INC | 169K | $156K | +21.0% | 0.332% | 0.00% |
| 12 | STATE STREET CORP | 117K | $112K | -74.4% | 0.229% | 0.00% |
| 13 | NORTHERN TRUST CORP | 106K | $98K | -68.0% | 0.209% | 0.00% |
| 14 | AQR CAPITAL MANAGEMENT LLC | 97K | $89K | +56.9% | 0.190% | 0.00% |
| 15 | Callan Family Office, LLC | 77K | $71K | β | 0.151% | 0.00% |
| 16 | Qube Research & Technologies Ltd | 69K | $63K | β | 0.135% | 0.00% |
| 17 | Ground Swell Capital, LLC | 50K | $46K | β | 0.099% | 0.05% |
| 18 | J.W. COLE ADVISORS, INC. | 38K | $35K | β | 0.074% | 0.00% |
| 19 | FOUNDATIONS INVESTMENT ADVISORS, LLC | 29K | $26K | +0.4% | 0.056% | 0.00% |
| 20 | OSAIC HOLDINGS, INC. | 28K | $25K | -23.2% | 0.054% | 0.00% |
| 21 | Point72 Asset Management, L.P. | 19K | $17K | β | 0.037% | 0.00% |
| 22 | NewEdge Advisors, LLC | 18K | $17K | +0.1% | 0.035% | 0.00% |
| 23 | JAMES INVESTMENT RESEARCH, INC. | 18K | $17K | 0.0% | 0.035% | 0.00% |
| 24 | PNC FINANCIAL SERVICES GROUP, INC. | 17K | $15K | -24.3% | 0.033% | 0.00% |
| 25 | Focus Partners Wealth | 14K | $13K | +3.7% | 0.027% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in LFT β a direct measure of their conviction.
Filings activity in LFT during Q2 2026, grouped by how each filer changed its position.
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q2 2026 | 51 | 20% | 19.35% | 5.05 pp | $9M | 42% |
| Q1 2026 | 64 | +3.2% | 24.40% | +1.25 pp | $16M | 5.7% |
| Q4 2025 | 62 | +1.6% | 23.15% | 176.84 pp | $17M | 30% |
| Q3 2025 | 61 | +5.2% | 199.99% | +0.00 pp | $25M | 6.7% |
| Q2 2025 | 58 | 1.7% | 199.99% | +18.02 pp | $26M | +7.4% |
| Q1 2025 | 59 | +18% | 181.97% | 1.49 pp | $25M | +1.3% |
| Q4 2024 | 50 | +2.0% | 183.46% | 1.32 pp | $24M | +0.5% |
| Q3 2024 | 49 | β | 184.78% | β | $24M | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying LFT stock.
Based on Q2 2026 13F filings, institutional ownership of Lument Finance Trust, Inc. stands at 19.4%, held across 51 reporting institutions.
AXA S.A. is the largest reported institutional holder of LFT, with approximately 3,340,780 shares worth $0.00B as of Q2 2026.
Yes β 4 widely-followed marquee investors appear among the top 25 institutional holders of LFT, including MILLENNIUM MANAGEMENT LLC, JANE STREET GROUP, LLC, SUSQUEHANNA INTERNATIONAL GROUP, LLP, Point72 Asset Management, L.P..
Our composite Smart Money Score for LFT is 42 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
12 institutions opened new positions in LFT during Q2 2026, while 23 fully exited. 8 added to existing positions and 30 trimmed.
LFT institutional ownership fell by 5.05 percentage points quarter-over-quarter, with a net change of -13 holders.
The top 10 institutions account for 90.6% of all reported 13F value in LFT, and the top 25 account for 99.1%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Lument Finance Trust, Inc. (LFT) Institutional Ownership