Loomis Sayles Growth-YLSGRX

13F holders, Q2 2025 (June 30)
3holders
1new positions
1sold out
$31.74avg. 13F price*

At the end of Q2 2025, 3 institutions reported holding Loomis Sayles Growth-Y (LSGRX) in their 13F filings, unchanged from Q1 2025. 1 opened new positions and 1 sold out. The largest holders were PSI Advisors, LLC ($328K), RiverFront Investment Group, LLC ($207K) and Coston, McIsaac & Partners ($3K).

Company
Loomis Sayles Growth-Y
CUSIP
543487110
Latest filing quarter
Q2 2026

History

Number of 13F holders

0246 Q1 2024: 3Q1 2024Q2 2024: 3Q2 2024Q3 2024: 6Q3 2024Q4 2024: 3Q4 2024Q1 2025: 3Q1 2025Q2 2025: 3Q2 2025Q3 2025: 4Q3 2025Q4 2025: 4Q4 2025Q1 2026: 3Q1 2026Q2 2026: 3Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions1$207K
Exits1$2K

All 13F filers, Q1 2025 → Q2 2025: 10,352 shares bought and 62 shares sold, net +10,290 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 3 holders

PSI Advisors, LLC 0.16% Add +59.5% 10,310 $328K
RiverFront Investment Group, LLC 0.00% New 6,505 $207K
Coston, McIsaac & Partners 0.00% No change 119 $3K

"% of holder's portfolio" is LSGRX's weight in each manager's 13F, not the share of Loomis Sayles Growth-Y the manager owns.