Loomis Sayles Growth-YLSGRX
13F holders, Q4 2025 (December 31)4holders
1new positions
2sold out
$33.19avg. 13F price*
At the end of Q4 2025, 4 institutions reported holding Loomis Sayles Growth-Y (LSGRX) in their 13F filings, unchanged from Q3 2025. 1 opened new positions and 2 sold out. The largest holders were Kelleher Financial Advisors ($124K), Garton & Associates Financial Advisors LLC ($22K) and Motiv8 Investments LLC ($20K).
- Company
- Loomis Sayles Growth-Y
- CUSIP
- 543487110
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $20K |
| Exits | 2 | $365K |
All 13F filers, Q3 2025 → Q4 2025: 702 shares bought and 10,768 shares sold, net −10,066 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Kelleher Financial Advisors | 0.03% | Add +2.3% | 3,730 | $124K |
| Garton & Associates Financial Advisors LLC | 0.01% | — | 667 | $22K |
| Motiv8 Investments LLC | 0.01% | New | 607 | $20K |
| Financial Gravity Asset Management, Inc. | 0.00% | Add +2.3% | 580 | $19K |
"% of holder's portfolio" is LSGRX's weight in each manager's 13F, not the share of Loomis Sayles Growth-Y the manager owns.