Loomis Sayles Growth-YLSGRX
13F holders, Q3 2025 (September 30)4holders +1
1new positions
1sold out
$33.89avg. 13F price*
At the end of Q3 2025, 4 institutions reported holding Loomis Sayles Growth-Y (LSGRX) in their 13F filings, up 1 from Q2 2025. 1 opened new positions and 1 sold out. The largest holders were PSI Advisors, LLC ($361K), Kelleher Financial Advisors ($124K) and Financial Gravity Asset Management, Inc. ($19K).
- Company
- Loomis Sayles Growth-Y
- CUSIP
- 543487110
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $124K |
| Exits | 1 | $207K |
All 13F filers, Q2 2025 → Q3 2025: 3,987 shares bought and 6,505 shares sold, net −2,518 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| PSI Advisors, LLC | 0.09% | Add +3.3% | 10,649 | $361K |
| Kelleher Financial Advisors | 0.03% | New | 3,648 | $124K |
| Financial Gravity Asset Management, Inc. | 0.00% | — | 567 | $19K |
| Coston, McIsaac & Partners | 0.00% | No change | 119 | $4K |
"% of holder's portfolio" is LSGRX's weight in each manager's 13F, not the share of Loomis Sayles Growth-Y the manager owns.