LSGRX — Loomis Sayles Growth Fund Class Y Institutional Holders · Q2 2026
Who owns Loomis Sayles Growth Fund Class Y (LSGRX)? 4 institutions reported holding $248,124 in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Kelleher Financial Advisors ($205,697), Oakworth Capital, Inc. ($24,255), Financial Gravity Companies, Inc. ($18,172).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | KELLEHER FINANCIAL ADVISORS | $205,697 | 6,568 | Added |
| 2 | OAKWORTH CAPITAL, INC. | $24,255 | 762 | New |
| 3 | Financial Gravity Companies, Inc. | $18,172 | 580 | New |
| 4 | VSM Wealth Advisory, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30