DOSSIER · 13F Holders · Q2 2026
LSGRX

LOOMIS SAYLES GROWTH

5 institutions still hold LOOMIS SAYLES GROWTH as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 543487110·5 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$285K
visible holders
Holders
5
filers reporting
Concentration
72.13%
KELLEHER FINANCIAL ADVISORS #1
top holder share
AI Holders Summary · Q2 2026

5 institutions reported LSGRX in Q2 2026. KELLEHER FINANCIAL ADVISORS leads at 72.1% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
KELLEHER FINANCIAL ADVISORS
CIK 0001507971
$206K7K0.03%Q2 2026
02
Oakworth Capital, Inc.
CIK 0001588871
$24K7620.00%Q2 2026
03
Motiv8 Investments LLC
CIK 0002024873
$20K6070.01%Q4 2025
04
Financial Gravity Companies, Inc.
CIK 0001377167
$18K5800.00%Q2 2026
05
Financial Gravity Asset Management, Inc.
CIK 0001741736
$17K5800.00%Q1 2026