LSGR Institutional Ownership & Shareholders
NATIXIS LOOMIS FOCUSED GRWTH (LSGR) is currently held by 58 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $816.65M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Loomis Sayles & Co L P is currently the largest disclosed institutional shareholder of LSGR tracked by InsiderSet, reporting ownership valued at approximately $340.73M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $353.83M, representing an estimated gain of +3.85% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 90% of the total disclosed LSGR value among the investors covered in this analysis. Major shareholders include Loomis Sayles & Co L P, Lpl Financial Llc, Raymond James Financial Inc, and several other long-term asset managers with concentrated positions in NATIXIS LOOMIS FOCUSED GRWTH (LSGR).
This page ranks the largest institutional LSGR shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
58
Total Reported Value
$816.65M
Largest Holder
Loomis Sayles & Co L P
Largest Position
$340.73M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
77
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Loomis Sayles & Co L P | 0.43% | 8,087,491 | $340,725,995 | $353,827,731 | +$13,101,736 | +3.85% | |
| Lpl Financial Llc | 0.02% | 2,331,803 | $98,238,849 | $102,016,381 | +$3,777,532 | +3.85% | |
| Raymond James Financial Inc | 0.02% | 2,135,806 | $89,981,514 | $93,441,513 | +$3,459,999 | +3.85% | |
| Cerity Partners Llc | 0.08% | 1,460,978 | $61,551,018 | $63,917,788 | +$2,366,770 | +3.85% | |
| Vestmark Advisory Solutions, Inc. | 0.36% | 905,571 | $38,151,706 | $39,618,731 | +$1,467,025 | +3.85% | |
| Northwest Financial Advisors | 5.06% | 835,470 | $37,576,766 | $36,551,813 | -$1,024,954 | -2.73% | |
| Wells Fargo & Company/Mn | 0.00% | 554,280 | $23,351,817 | $24,249,750 | +$897,933 | +3.85% | |
| Ameriprise Financial Inc | 0.00% | 412,285 | $17,369,567 | $18,037,469 | +$667,902 | +3.85% | |
| Bank Of America Corp | 0.00% | 315,461 | $13,290,372 | $13,801,419 | +$511,047 | +3.85% | |
| Iht Wealth Management, Llc | 0.25% | 281,075 | $11,841,679 | $12,297,031 | +$455,352 | +3.85% | |
| Mai Capital Management | 0.04% | 243,189 | $10,245,553 | $10,639,519 | +$393,966 | +3.85% | |
| Envestnet Asset Management Inc | 0.00% | 226,245 | $9,531,711 | $9,898,219 | +$366,508 | +3.85% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.00% | 225,991 | $8,901,785 | $9,887,106 | +$985,321 | +11.07% | |
| Baird Financial Group, Inc. | 0.01% | 205,315 | $8,649,921 | $8,982,531 | +$332,610 | +3.85% | |
| Greater Midwest Financial Group, Llc | 3.84% | 179,516 | $8,074,044 | $7,853,825 | -$220,219 | -2.73% | |
| Clifford Group, Llc | 4.45% | 152,854 | $6,439,739 | $6,687,363 | +$247,624 | +3.85% | |
| Mml Investors Services, Llc | 0.01% | 119,798 | $5,047,090 | $5,241,163 | +$194,073 | +3.85% | |
| Pnc Financial Services Group, Inc. | 0.00% | 111,238 | $4,686,457 | $4,866,663 | +$180,206 | +3.85% | |
| Apollon Wealth Management, Llc | 0.04% | 81,762 | $3,677,390 | $3,577,088 | -$100,303 | -2.73% | |
| Golden State Wealth Management, Llc | 0.33% | 81,001 | $3,643,165 | $3,543,794 | -$99,371 | -2.73% | |
| Sepio Capital, Lp | 0.06% | 35,449 | $1,594,383 | $1,550,894 | -$43,489 | -2.73% | |
| Nations Financial Group Inc | 0.07% | 35,303 | $1,487,315 | $1,544,506 | +$57,191 | +3.85% | |
| Atlanta Consulting Group Advisors, Llc | 0.20% | 29,855 | $1,257,791 | $1,306,156 | +$48,365 | +3.85% | |
| Stratos Wealth Partners, Ltd. | 0.01% | 27,241 | $1,147,663 | $1,191,794 | +$44,131 | +3.85% | |
| Integrated Wealth Concepts Llc | 0.01% | 22,226 | $936,381 | $972,388 | +$36,007 | +3.85% | |
| Osaic Holdings, Inc. | 0.00% | 18,282 | $770,209 | $799,838 | +$29,629 | +3.85% | |
| Ifg Advisory, Llc | 0.03% | 17,634 | $742,937 | $771,488 | +$28,551 | +3.84% | |
| Truist Financial Corp | 0.00% | 14,524 | $653,243 | $635,425 | -$17,818 | -2.73% | |
| Citadel Advisors Llc | 0.00% | 14,773 | $622,386 | $646,319 | +$23,933 | +3.85% | |
| Janney Montgomery Scott Llc | 0.00% | 13,686 | $577,000 | $598,763 | +$21,763 | +3.77% | |
| &Partners | 0.00% | 12,157 | $512,385 | $531,869 | +$19,484 | +3.80% | |
| Trustwell Financial Advisors, Llc | 0.43% | 11,365 | $511,161 | $497,219 | -$13,942 | -2.73% | |
| Third View Private Wealth, Llc | 0.06% | 10,529 | $473,561 | $460,644 | -$12,917 | -2.73% | |
| Drive Wealth Management, Llc | 0.08% | 10,659 | $449,063 | $466,331 | +$17,268 | +3.85% | |
| Davenport & Co Llc | 0.00% | 8,720 | $392,198 | $381,500 | -$10,698 | -2.73% | |
| Resurgent Financial Advisors Llc | 0.10% | 8,466 | $356,673 | $370,388 | +$13,715 | +3.85% | |
| Level Four Advisory Services, Llc | 0.01% | 7,299 | $307,507 | $319,331 | +$11,824 | +3.85% | |
| Commonwealth Equity Services, Llc | 0.00% | 6,268 | $281,920 | $274,225 | -$7,695 | -2.73% | |
| Avaii Wealth Management, Llc | 0.08% | 5,958 | $269,957 | $260,663 | -$9,295 | -3.44% | |
| Goldman Sachs Group Inc | 0.00% | 6,331 | $266,725 | $276,981 | +$10,256 | +3.85% | |
| Flagship Harbor Advisors, Llc | 0.01% | 5,425 | $243,999 | $237,344 | -$6,655 | -2.73% | |
| Jane Street Group, Llc | 0.00% | 5,780 | $243,511 | $252,875 | +$9,364 | +3.85% | |
| Callan Family Office, Llc | 0.00% | 5,768 | $243,006 | $252,350 | +$9,344 | +3.85% | |
| Perigon Wealth Management, Llc | 0.00% | 5,283 | $237,612 | $231,131 | -$6,481 | -2.73% | |
| Private Advisor Group, Llc | 0.00% | 5,619 | $236,729 | $245,831 | +$9,102 | +3.85% | |
| Mgo One Seven Llc | 0.00% | 5,241 | $235,723 | $229,294 | -$6,429 | -2.73% | |
| Legacy Capital Wealth Management, Llc | 0.11% | 5,580 | $235,085 | $244,125 | +$9,040 | +3.85% | |
| Ubs Group Ag | 0.00% | 3,693 | $155,587 | $161,569 | +$5,982 | +3.84% | |
| Rockefeller Capital Management L.P. | 0.00% | 2,000 | $84,260 | $87,500 | +$3,240 | +3.85% | |
| Newedge Advisors, Llc | 0.00% | 910 | $38,338 | $39,813 | +$1,475 | +3.85% |
Frequently asked questions about LSGR
Who are the largest institutional holders of LSGR?
The largest institutional holders of LSGR reported in the latest SEC Form 13F filings include Loomis Sayles & Co L P, Lpl Financial Llc, Raymond James Financial Inc, Cerity Partners Llc, and Vestmark Advisory Solutions, Inc.. InsiderSet ranks institutional holders by their latest reported LSGR position.
What is LSGR institutional ownership?
This page tracks LSGR positions reported by institutional investment managers through SEC Form 13F. NATIXIS LOOMIS FOCUSED GRWTH (LSGR) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own LSGR?
InsiderSet currently tracks 58 institutional managers reporting LSGR holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of LSGR shareholders.
How much LSGR stock do institutions own?
Institutional investment managers disclosed approximately $816.65M in LSGR holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was LSGR institutional ownership last updated?
The latest LSGR institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional LSGR holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its LSGR position after the reporting date.
Are institutions buying or selling LSGR?
Institutional buying and selling can be analyzed by comparing LSGR positions across consecutive 13F reporting periods. InsiderSet's LSGR Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View LSGR ownership changes.
How has LSGR institutional ownership changed over time?
InsiderSet tracks LSGR institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.