Loomis Sayles Income FundLSBDX

13F holders, Q1 2025 (March 31)
2holders +1
1new positions
0sold out
$11.88avg. 13F price*

At the end of Q1 2025, 2 institutions reported holding Loomis Sayles Income Fund (LSBDX) in their 13F filings, up 1 from Q4 2024. 1 opened new positions and 0 sold out. The largest holders were Everett Harris & Co. ($128K) and Twin Capital Management Inc. ($128K).

Company
Loomis Sayles Income Fund
CUSIP
543495840
Latest filing quarter
Q2 2026

History

Number of 13F holders

012 Q1 2024: 2Q1 2024Q2 2024: 1Q2 2024Q3 2024: 1Q3 2024Q4 2024: 1Q4 2024Q1 2025: 2Q1 2025Q2 2025: 1Q2 2025Q3 2025: 1Q3 2025Q4 2025: 1Q4 2025Q1 2026: 1Q1 2026Q2 2026: 1Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions1$128K
Exits0$0

All 13F filers, Q4 2024 → Q1 2025: 10,937 shares bought, net +10,937 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2 holders

Everett Harris & Co. 0.00% New 10,805 $128K
Twin Capital Management Inc. 0.01% Add +1.2% 10,800 $128K

"% of holder's portfolio" is LSBDX's weight in each manager's 13F, not the share of Loomis Sayles Income Fund the manager owns.