Ranked by reported Q1 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 | $4.2M | 0.0% | 6.371% | 1.64% |
| 2 | BlackRock, Inc. | 2.2M | $2.8M | +12.3% | 4.229% | 0.00% |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 1.4M | $1.8M | — | 2.706% | 0.00% |
| 4 | PANORAMIC INVESTMENT ADVISORS, LLC | 1.4M | $1.7M | — | 2.639% | 0.84% |
| 5 | Melia Wealth LLC | 1.4M | $1.7M | +40.0% | 2.639% | 0.84% |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 1.2M | $1.6M | +12.5% | 2.358% | 0.00% |
| 7 | Russell Investments Group, Ltd. | 690K | $869K | +1990.4% | 1.315% | 0.00% |
| 8 | STATE STREET CORP | 457K | $594K | +0.6% | 0.872% | 0.00% |
| 9 | NORTHERN TRUST CORP | 333K | $419K | +4.4% | 0.634% | 0.00% |
| 10 | VANGUARD FIDUCIARY TRUST CO | 288K | $363K | — | 0.550% | 0.00% |
| 11 | VANGUARD PORTFOLIO MANAGEMENT LLC | 264K | $332K | — | 0.503% | 0.00% |
| 12 | DELTEC ASSET MANAGEMENT LLC | 200K | $252K | 0.0% | 0.381% | 0.05% |
| 13 | SEGALL BRYANT & HAMILL, LLC | 132K | $180K | — | 0.251% | 0.00% |
| 14 | GOLDMAN SACHS GROUP INC | 140K | $176K | +23.9% | 0.267% | 0.00% |
| 15 | Bank of New York Mellon Corp | 113K | $142K | 0.0% | 0.215% | 0.00% |
| 16 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 111K | $140K | -18.3% | 0.212% | 0.00% |
| 17 | EverSource Wealth Advisors, LLC | 9K | $88K | +24294.3% | 0.016% | 0.00% |
| 18 | AQR CAPITAL MANAGEMENT LLC | 62K | $78K | +482.9% | 0.118% | 0.00% |
| 19 | BANK OF AMERICA CORP /DE/ | 39K | $49K | +10.7% | 0.074% | 0.00% |
| 20 | ADVISOR GROUP HOLDINGS, INC. | 36K | $45K | +30.8% | 0.069% | 0.00% |
| 21 | Invesco Ltd. | 35K | $44K | +3.9% | 0.066% | 0.00% |
| 22 | RHUMBLINE ADVISERS | 33K | $41K | +1.3% | 0.062% | 0.00% |
| 23 | Foundations Investment Advisors, LLC | 28K | $36K | -38.3% | 0.054% | 0.00% |
| 24 | NEW YORK STATE COMMON RETIREMENT FUND | 26K | $32K | 0.0% | 0.049% | 0.00% |
| 25 | MORGAN STANLEY | 24K | $31K | -91.7% | 0.046% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in LFT — a direct measure of their conviction.
Filings activity in LFT during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 64 | +3.2% | 32.01% | +1.78 pp | $18M | +5.9% |
| Q4 2025 | 62 | +1.6% | 30.23% | 13.24 pp | $17M | 30% |
| Q3 2025 | 61 | +5.2% | 43.47% | 3.12 pp | $25M | 6.7% |
| Q2 2025 | 58 | 1.7% | 46.59% | +3.20 pp | $26M | +7.4% |
| Q1 2025 | 59 | +18% | 43.39% | +0.55 pp | $25M | +1.3% |
| Q4 2024 | 50 | +2.0% | 42.84% | +0.21 pp | $24M | +0.5% |
| Q3 2024 | 49 | +6.5% | 42.63% | +2.32 pp | $24M | +5.7% |
| Q2 2024 | 46 | — | 40.31% | — | $23M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying LFT stock.
Based on Q1 2026 13F filings, institutional ownership of Lument Finance Trust, Inc. stands at 32.0%, held across 64 reporting institutions.
AXA S.A. is the largest reported institutional holder of LFT, with approximately 3,340,780 shares worth $0.00B as of Q1 2026.
No marquee "smart money" managers (Berkshire, Burry, ARK, Tiger Global, Pershing Square, Baupost, etc.) currently appear among the top 25 institutional holders of LFT.
Our composite Smart Money Score for LFT is 48 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
13 institutions opened new positions in LFT during Q1 2026, while 11 fully exited. 19 added to existing positions and 31 trimmed.
LFT institutional ownership rose by 1.78 percentage points quarter-over-quarter, with a net change of +2 holders.
The top 10 institutions account for 88.7% of all reported 13F value in LFT, and the top 25 account for 97.9%.
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