LOOMIS SAYLES & CO L P

All 13F Filings

Location
Boston, MA
Most recent 13F
Q4 2025
Holdings value ($000)
82,951,228
Description
Boston Massachusetts based bank affiliated investment manager with an independent operating structure and a mandate specific and implementation minded investment mandate. The approach emphasizes cross border allocation discipline, credit underwriting and duration control, and fundamental research depth for fiduciary banking related mandates. Mandate delivery is supported by disciplined controls, selective risk taking, and consistent review practices through portfolio oversight consistency and mandate continuity.
Founded
1926
Chairman
CEO
Jae Park
All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q4 2025 2/12/2026 695 82,951,228 13F-HR LOOMIS SAYLES & CO L P
Q3 2025 11/13/2025 712 84,075,470 13F-HR LOOMIS SAYLES & CO L P
Q2 2025 8/13/2025 722 79,798,430 13F-HR LOOMIS SAYLES & CO L P
Q1 2025 5/14/2025 727 69,197,207 13F-HR LOOMIS SAYLES & CO L P
Q4 2024 2/12/2025 720 79,227,034 13F-HR LOOMIS SAYLES & CO L P
Q3 2024 11/13/2024 692 76,159,174 13F-HR LOOMIS SAYLES & CO L P
Q2 2024 8/13/2024 711 72,554,232 13F-HR LOOMIS SAYLES & CO L P
Q1 2024 5/14/2024 696 70,314,804 13F-HR LOOMIS SAYLES & CO L P
Q4 2023 2/13/2024 970 65,302,820 13F-HR LOOMIS SAYLES & CO L P
Q3 2023 11/9/2023 908 58,207,443 13F-HR LOOMIS SAYLES & CO L P
Q2 2023 8/11/2023 973 62,031,911 13F-HR LOOMIS SAYLES & CO L P
Q1 2023 5/15/2023 974 57,639,478 13F-HR/A - RESTATEMENT LOOMIS SAYLES & CO L P
Q1 2023 5/11/2023 923 56,734,819 13F-HR LOOMIS SAYLES & CO L P
Q4 2022 2/10/2023 852 49,949,372 13F-HR LOOMIS SAYLES & CO L P
Q3 2022 11/14/2022 952 49,364,394 13F-HR LOOMIS SAYLES & CO L P
Q2 2022 8/5/2022 974 53,886,402 13F-HR LOOMIS SAYLES & CO L P
Q1 2022 5/13/2022 1,006 74,830,709 13F-HR LOOMIS SAYLES & CO L P
Q4 2021 2/14/2022 766 82,661,162 13F-HR LOOMIS SAYLES & CO L P
Q3 2021 11/12/2021 887 81,326,758 13F-HR LOOMIS SAYLES & CO L P
Q2 2021 8/13/2021 827 82,503,169 13F-HR LOOMIS SAYLES & CO L P
Q1 2021 5/17/2021 834 77,246,286 13F-HR LOOMIS SAYLES & CO L P
Q4 2020 2/12/2021 794 75,652,369 13F-HR LOOMIS SAYLES & CO L P
Q3 2020 11/12/2020 647 68,715,939 13F-HR LOOMIS SAYLES & CO L P
Q2 2020 8/14/2020 686 62,300,369 13F-HR LOOMIS SAYLES & CO L P
Q1 2020 5/15/2020 721 48,539,213 13F-HR LOOMIS SAYLES & CO L P
Q4 2019 2/14/2020 731 58,816,843 13F-HR LOOMIS SAYLES & CO L P
Q1 2014 5/15/2014 733 35,306,812 13F-HR LOOMIS SAYLES & CO L P
Q4 2013 2/12/2014 755 33,291,858 13F-HR LOOMIS SAYLES & CO L P
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 82.4 M 99.3% 0 1.194 M -1.194 M
ETFs 433.9 K 0.5% 39.62 K 0 39.62 K
Debt 118.6 K 0.1% 30.42 K 0 30.42 K
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Fund Snapshot

Q4 2025
Latest filed
2/12/2026
Total value ($000)
82,951,228
Holdings
695
QoQ value change ($000)
-1,124,242 (-1.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.