NATIXIS

SEC CIK
0001274981

Holdings, Q2 2026

Positions as of Jun 30, 2026, filed Aug 13, 2026.SEC

Positions
1,107
+51 vs. Q1 2026
Total value
$21.08B
−$3.87B (−15.5%) vs. Q1 2026

Compare with Q1 2026: new, added, reduced and sold out

Positions

Long positions only. Changes compare share counts with Q1 2026.

NATIXIS holdings in Q2 2026
SecurityClassSharesValue% of portfolioChange in sharesActionHistory
VANGUARD S&P 500 ETF922908363ETF4,306,256$2.96B14.03%−1,787,385−29.3%Reduced–
NVDANVIDIA CORPORATION COMStock5,423,137$1.09B5.15%−8,579,422−61.3%ReducedView
METAMETA PLATFORMS INC CL AStock1,513,748$852.68M4.04%+204,255+15.6%AddedView
GOOGLALPHABET INC CAP STK CL AStock2,209,068$789.45M3.74%+741,684+50.5%AddedView
AAPLAPPLE INC COMStock2,632,533$761.75M3.61%−1,466,170−35.8%ReducedView
MUMICRON TECHNOLOGY INC COMStock605,581$699.02M3.32%−712,914−54.1%ReducedView
MSFTMICROSOFT CORP COMStock1,551,564$578.76M2.74%−1,022,970−39.7%ReducedView
SPYSTATE STREET SPDR S&P 500 ETFETF560,150$418.3M1.98%−452,899−44.7%ReducedView
STATE STREET SPDR PORTFOLIO S&P 500 ETF78464A854ETF4,671,792$409.9M1.94%−8,651,276−64.9%Reduced–
ETENERGY TRANSFER L PCOM UT LTD PTN21,401,124$409.19M1.94%+22,000+0.1%AddedView
INVESCO QQQ TRUST SERIES I46090E103ETF512,071$377.09M1.79%+152,290+42.3%Added–
AVGOBROADCOM INC COMStock991,580$374.57M1.78%−647,892−39.5%ReducedView
JPMJPMORGAN CHASE & CO COMStock1,136,716$372.08M1.76%−1,268,734−52.7%ReducedView
ORCLORACLE CORP COMStock1,874,488$274.71M1.30%+1,208,114+181.3%AddedView
GOOGALPHABET INC CAP STK CL CStock752,229$265.79M1.26%+431,783+134.7%AddedView
JNJJOHNSON & JOHNSON COMStock707,790$179.76M0.85%+493,965+231.0%AddedView
TSLATESLA INC COMStock421,796$177.41M0.84%−575,573−57.7%ReducedView
CSCOCISCO SYS INC COMStock1,438,932$169.02M0.80%+367,841+34.3%AddedView
LLYELI LILLY & CO COMStock133,441$160.05M0.76%+32,494+32.2%AddedView
BMYBRISTOL-MYERS SQUIBB CO COMStock2,519,137$145.15M0.69%+451,073+21.8%AddedView
PSNYPOLESTAR AUTOMOTIVE HLDG UKSPONSORED ADS7,638,383$143.45M0.68%−117,563−1.5%ReducedView
MRVLMARVELL TECHNOLOGY INCCOM478,465$142.53M0.68%+409,454+593.3%AddedView
STATE STREET FINANCIAL SELECT SECTOR SPDR ETF81369Y605ETF2,523,947$135.31M0.64%+11,467+0.5%Added–
AMDADVANCED MICRO DEVICES INC COMStock227,924$132.4M0.63%+227,924NewView
TMOTHERMO FISHER SCIENTIFIC INC COMStock241,128$120.89M0.57%+174,535+262.1%AddedView
STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF81369Y308ETF1,356,669$112.7M0.53%−669,391−33.0%Reduced–
STATE STREET MATERIALS SELECT SECTOR SPDR ETF81369Y100ETF2,205,212$112.09M0.53%+1,200,123+119.4%Added–
EBAYEBAY INC.COM968,315$108.21M0.51%−2,813,304−74.4%ReducedView
PLDPROLOGIS INC. COMREIT783,026$106.08M0.50%+522,332+200.4%AddedView
DISDISNEY WALT CO COMStock1,043,997$100.48M0.48%+785,306+303.6%AddedView
UNHUNITEDHEALTH GROUP INC COMStock219,743$91.33M0.43%+60,166+37.7%AddedView
PMPHILIP MORRIS INTL INC COMStock498,357$90.16M0.43%−330,214−39.9%ReducedView
CMCSACOMCAST CORP NEW CL AStock3,532,103$86.71M0.41%−479,369−11.9%ReducedView
EQIXEQUINIX INCCOM80,981$84.41M0.40%−49,767−38.1%ReducedView
WELLWELLTOWER INC COMREIT368,550$83.65M0.40%+50,474+15.9%AddedView
COINCOINBASE GLOBAL INCCOM CL A569,613$83.27M0.39%+64,965+12.9%AddedView
STATE STREET SPDR S&P BIOTECH ETF78464A870ETF492,616$77.96M0.37%+3,812+0.8%Added–
AWKAMERICAN WTR WKS CO INC NEW COMStock586,892$77.22M0.37%+586,892NewView
MSTRSTRATEGY INC CL A NEWStock852,901$74.14M0.35%+237,702+38.6%AddedView
SNDKSANDISK CORPCOM32,172$73.15M0.35%+28,416+756.5%AddedView
DHRDANAHER CORP DEL COMStock381,030$72.58M0.34%+168,198+79.0%AddedView
CRSCARPENTER TECHNOLOGY CORPCOM112,699$69.52M0.33%+112,699NewView
TERTERADYNE INC COMStock140,289$67.88M0.32%+43,127+44.4%AddedView
ABBVABBVIE INC COMStock267,055$67.2M0.32%+33,859+14.5%AddedView
STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF81369Y209ETF419,940$66.63M0.32%+16,485+4.1%Added–
VICIVICI PPTYS INCCOM2,470,318$65.59M0.31%+1,471,133+147.2%AddedView
STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF81369Y704ETF351,091$65.03M0.31%−500.0%Reduced–
LMTLOCKHEED MARTIN CORP COMStock126,380$64.39M0.31%−25,787−16.9%ReducedView
DLTRDOLLAR TREE INCCOM493,031$59.63M0.28%+493,031NewView
MCKMCKESSON CORP COMStock77,779$58.77M0.28%+77,779NewView
CAHCARDINAL HEALTH INC COMStock244,135$58M0.28%−94,576−27.9%ReducedView
CARAVIS BUDGET GROUP INCCOM384,864$56.89M0.27%+44,775+13.2%AddedView
HLTHILTON WORLDWIDE HLDGS INCCOM167,822$55.46M0.26%+10,456+6.6%AddedView
URIUNITED RENTALS INCCOM47,118$53.38M0.25%+38,745+462.7%AddedView
STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF81369Y852ETF493,441$52.86M0.25%00.0%Unchanged–
CATCATERPILLAR INC COMStock47,798$50.9M0.24%+36,936+340.0%AddedView
CDNSCADENCE DESIGN SYSTEM INC COMStock134,630$50.53M0.24%+134,630NewView
CMICUMMINS INC COMStock70,328$50.16M0.24%+9,367+15.4%AddedView
SPGSIMON PPTY GROUP INC NEW COMREIT222,710$49.81M0.24%+67,902+43.9%AddedView
ELECTRONIC ARTS INC285512109COM239,924$49.19M0.23%+117,136+95.4%Added–
BACBANK OF AMER CORP COMStock852,424$48.57M0.23%−269,720−24.0%ReducedView
SPDR SERIES TRUST78464A755ST STR SP METAL453,815$48.53M0.23%+4,389+1.0%Added–
EMEEMCOR GROUP INC COMStock57,923$48.07M0.23%+15,628+36.9%AddedView
USBUS BANCORPCOM NEW789,340$47.68M0.23%−70,233−8.2%ReducedView
CRMSALESFORCE INC COMStock303,982$47.62M0.23%+303,982NewView
STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF81369Y407ETF401,677$47.11M0.22%−461,917−53.5%Reduced–
SYKSTRYKER CORPORATION COMStock144,712$45.56M0.22%−35,757−19.8%ReducedView
RJFRAYMOND JAMES FINL INCCOM293,048$44.55M0.21%+282,739+2,742.6%AddedView
PWRQUANTA SVCS INCCOM61,320$44.15M0.21%+23,785+63.4%AddedView
SPDR SERIES TRUST78464A714ST STR SP RETAIL501,529$44M0.21%+1,107+0.2%Added–
AXPAMERICAN EXPRESS CO COMStock128,259$43.38M0.21%−35,895−21.9%ReducedView
PCGPG&E CORP COMStock2,576,835$43.34M0.21%+1,347,189+109.6%AddedView
ITWILLINOIS TOOL WKS INC COMStock159,888$43.24M0.21%+105,576+194.4%AddedView
HONHONEYWELL INTL INC COMStock189,354$42.4M0.20%+189,354NewView
STATE STREET SPDR S&P HOMEBUILDERS ETF78464A888ETF353,018$40.79M0.19%−284−0.1%Reduced–
QCOMQUALCOMM INC COMStock214,440$39.63M0.19%+152,103+244.0%AddedView
NVONOVO-NORDISK A S ADRADR824,229$39.51M0.19%−1,181,056−58.9%ReducedView
PENPENUMBRA INCCOM124,458$39.3M0.19%+8,229+7.1%AddedView
HONAHONEYWELL AEROSPACE INCCOM177,269$39.19M0.19%+177,269NewView
AMPAMERIPRISE FINL INCCOM85,246$39.11M0.19%+48,273+130.6%AddedView
WFCWELLS FARGO & CO COMStock464,468$38.38M0.18%−452,245−49.3%ReducedView
AESAES CORP COMStock2,613,534$38.31M0.18%+721,755+38.2%AddedView
CARRCARRIER GLOBAL CORPORATION COMStock519,093$38.08M0.18%+478,708+1,185.4%AddedView
PGRPROGRESSIVE CORP COMStock169,619$37.05M0.18%+2,543+1.5%AddedView
STATE STREET UTILITIES SELECT SECTOR SPDR ETF81369Y886ETF809,347$36.7M0.17%+2,068+0.3%Added–
ELLAUDER ESTEE COS INCCL A464,255$36.65M0.17%+70,275+17.8%AddedView
GSGOLDMAN SACHS GROUP INC COMStock35,968$36.38M0.17%+6,962+24.0%AddedView
VSTVISTRA CORP COMStock227,307$36.06M0.17%+17,805+8.5%AddedView
MRKMERCK & CO INC COMStock280,187$36M0.17%−229,869−45.1%ReducedView
AMTAMERICAN TOWER CORP COMREIT218,274$35.7M0.17%+164,043+302.5%AddedView
DELLDELL TECHNOLOGIES INC CL CStock81,514$35.17M0.17%−24,317−23.0%ReducedView
AMEAMETEK INCCOM144,862$35.05M0.17%+82,814+133.5%AddedView
WDCWESTERN DIGITAL CORPCOM52,642$33.62M0.16%+17,266+48.8%AddedView
PANWPALO ALTO NETWORKS INC COMStock98,227$33.5M0.16%−165,006−62.7%ReducedView
WDAYWORKDAY INCCL A271,206$33.2M0.16%+218,085+410.5%AddedView
BKRBAKER HUGHES COMPANYCL A576,745$32.01M0.15%+112,525+24.2%AddedView
MSCIMSCI INC COMStock56,984$31.91M0.15%+55,942+5,368.7%AddedView
PHPARKER-HANNIFIN CORP COMStock32,617$31.9M0.15%+5,451+20.1%AddedView
VLTOVERALTO CORP COM SHSStock352,190$31.23M0.15%−30,999−8.1%ReducedView
IBMINTERNATIONAL BUSINESS MACHS COMStock110,831$31.17M0.15%+21,908+24.6%AddedView

Options (28)

Put and call positions reported in the same filing. The value is that of the underlying shares, as reported on Form 13F.

NATIXIS option positions in Q2 2026
SecurityClassPutsCalls
NVDANVIDIA CORPORATION COMStock$1.64B$45.02M
INVESCO QQQ TRUST SERIES I46090E103ETF$364.52M$355.31M
ISHARES RUSSELL 2000 ETF464287655ETF$226.09M$124.69M
TSLATESLA INC COMStock$221.24M$24.86M
XOMEXXON MOBIL CORPCOM–$114.84M
ORCLORACLE CORP COMStock$100.83M$11.43M
MSFTMICROSOFT CORP COMStock$83.93M–
AMDADVANCED MICRO DEVICES INC COMStock$56.35M$5.81M
SPYSTATE STREET SPDR S&P 500 ETFETF$59.74M–
COINCOINBASE GLOBAL INCCOM CL A$55M–
MSTRSTRATEGY INC CL A NEWStock$41.28M–
DIASTATE STR SPDR DOW JONES INDUT SER 1$10.45M$29.15M
AVGOBROADCOM INC COMStock–$34M
SOFISOFI TECHNOLOGIES INC COMStock$26.9M–
MUMICRON TECHNOLOGY INC COMStock$5.77M$17.31M
BMNRBITMINE IMMERSION TECNOLOGIECOM NEW$19.31M–
FERGFERGUSON ENTERPRISES INCCOMMON STOCK NEW$17.8M–
METAMETA PLATFORMS INC CL AStock–$16.9M
GLDSPDR GOLD SHARESETF$5.53M$7.26M
PLTRPALANTIR TECHNOLOGIES INC CL AStock–$8.75M
NFLXNETFLIX INC. COMStock$7.14M$1.43M
CDECOEUR MNG INCCOM NEW$8.16M–
MRVLMARVELL TECHNOLOGY INCCOM–$2.98M
LCIDLUCID GROUP INC COM NEWStock$2.68M–
POETPOET TECHNOLOGIES INCCOM NEW–$1.03M
CRMLCRITICAL METALS CORPPUBCO ORD SHS$1.03M–
PPLPPL CORPCOM–$261.72K
LNTALLIANT ENERGY CORP COMStock–$129.69K

Sold out since Q1 2026 (251)

Positions held at the end of Q1 2026 that are no longer in this filing.

Showing the largest 100 of 251 by value.

NATIXIS positions sold out since Q1 2026
SecurityClassShares, Q1 2026Value, Q1 2026% of portfolio, Q1 2026
HONHoneywell TechnologiesCOM1,167,214$263.83M1.06%
AMATAPPLIED MATLS INC COMStock344,523$117.75M0.47%
WMTWALMART INC COMStock520,636$64.7M0.26%
INTCINTEL CORP COMStock1,446,999$63.86M0.26%
RTXRTX CORPORATION COMStock318,535$61.45M0.25%
NCLHNORWEGIAN CRUISE LINE HLDGSSHS3,211,180$60.05M0.24%
BRK.BBERKSHIRE HATHAWAY INC DEL CL B NEWStock118,746$56.9M0.23%
ADIANALOG DEVICES INC COMStock158,461$50.41M0.20%
EIXEDISON INTL COMStock609,323$44.59M0.18%
DEDEERE & CO COMStock71,860$40.48M0.16%
LRCXLAM RESEARCH CORP COM NEWStock183,670$39.24M0.16%
NTAPNETAPP INC COMStock377,507$38.65M0.15%
DARDARLING INGREDIENTS INCCOM573,987$35.5M0.14%
ELVELEVANCE HEALTH INC FORMERLY A COMStock119,350$34.94M0.14%
MODMODINE MFG COCOM143,956$31.2M0.12%
ADBEADOBE INC COMStock101,242$24.61M0.10%
ETRENTERGY CORP NEWCOM217,108$24.39M0.10%
APHAMPHENOL CORP NEWCL A191,341$24.18M0.10%
SPGIS&P GLOBAL INC COMStock55,792$23.73M0.10%
TAT&T INC COMStock803,110$23.28M0.09%
HOLOGIC INC436440101COM306,042$23.13M0.09%
NKENIKE INC CL BStock433,694$22.91M0.09%
CHTRCHARTER COMMUNICATIONS INCCL A94,302$20.36M0.08%
EVRGEVERGY INCNOTE 4.500%12/115,000$20.25M0.08%
CVSCVS HEALTH CORP COMStock277,825$19.95M0.08%
XOMEXXON MOBIL CORPCOM116,984$19.85M0.08%
SEALED AIR CORP NEW81211K100COM461,204$19.39M0.08%
ASHASHLAND INCCOM300,593$16.72M0.07%
JJACOBS SOLUTIONS INCCOM129,840$16.53M0.07%
CCLCARNIVAL CORPUNIT 99/99/9999629,353$16.29M0.07%
UPSTART HLDGS INC91680MAD9NOTE 2.000%10/015,934$15.4M0.06%
VIKVIKING HOLDINGS LTDORD SHS205,193$15.08M0.06%
GDDYGODADDY INCCL A173,436$14.34M0.06%
COTERRA ENERGY INC COM127097103Stock403,862$14.19M0.06%
LBRTLIBERTY ENERGY INCCOM CL A472,600$13.61M0.05%
BXPBXP INCCOM259,259$13.46M0.05%
ROPROPER TECHNOLOGIES INC COMStock37,721$13.35M0.05%
ITTITT INCCOM69,675$13.28M0.05%
GLWCORNING INCCOM93,706$12.74M0.05%
DDDUPONT DE NEMOURS INCCOM264,701$12.12M0.05%
AIR LEASE CORP00912X302CL A177,446$11.52M0.05%
SAROSTANDARDAERO INCCOM415,644$10.74M0.04%
AMHAMERICAN HOMES 4 RENTCL A382,128$10.67M0.04%
PPLPPL CORPCOM277,092$10.58M0.04%
YUMYUM BRANDS INC COMStock67,574$10.51M0.04%
PSXPHILLIPS 66 COMStock52,438$9.55M0.04%
KKRKKR & CO INCCOM102,207$9.45M0.04%
CFCF INDUSTRIES HOLDCOM70,859$9.2M0.04%
MSIMOTOROLA SOLUTIONS INC COM NEWStock20,693$8.98M0.04%
OGEOGE ENERGY CORPCOM179,957$8.63M0.03%
GXOGXO LOGISTICS INCORPORATED COMMON STOCKStock160,703$8.33M0.03%
CCLCARNIVAL PLCADR316,631$7.87M0.03%
JBHTHUNT J B TRANS SVCS INCCOM33,508$7.1M0.03%
AEISADVANCED ENERGY INDSCOM22,000$7.1M0.03%
GPNGLOBAL PMTS INC COMStock100,318$6.75M0.03%
TXTTEXTRON INCCOM74,673$6.54M0.03%
OREALTY INCOME CORP COMREIT106,037$6.49M0.03%
ADSKAUTODESK INCCOM26,617$6.37M0.03%
SHAKSHAKE SHACK INCCL A69,000$6.1M0.02%
FISVFISERV INC COMStock109,241$6.1M0.02%
NVSNOVARTIS AG SPONSORED ADRADR36,500$5.58M0.02%
SNXTD SYNNEX CORPORATIONCOM31,988$5.4M0.02%
ULTAULTA BEAUTY INC COMStock10,135$5.3M0.02%
ACMAECOMCOM61,591$5.22M0.02%
BLBLACKLINE INCCOM135,822$5.03M0.02%
RIVNRIVIAN AUTOMOTIVE INCNOTE 3.625%10/15,000$4.81M0.02%
AGYSAGILYSYS INCCOM66,900$4.76M0.02%
PLNTPLANET FITNESS MASTER ISSUERCL A63,007$4.69M0.02%
HTZHERTZ GLOBAL HLDGS INCCOM NEW1,000,000$4.61M0.02%
PHMPULTE GROUP INCCOM38,951$4.58M0.02%
MASIMO CORP574795100COM25,495$4.53M0.02%
NTNXNUTANIX INC CL AStock118,775$4.51M0.02%
ICEINTERCONTINENTAL EXCHANGE INC COMStock28,458$4.48M0.02%
CORCENCORA INC COMStock14,123$4.44M0.02%
WSTWEST PHARMACEUTICAL SVSC INCCOM17,576$4.41M0.02%
SUPNSUPERNUS PHARMACEUTICALSCOM85,200$4.4M0.02%
GLPGLOBAL PARTNERS LPCOM UNITS99,800$4.2M0.02%
PRGSPROGRESS SOFTWARE CORPCOM155,000$3.98M0.02%
MEDPMEDPACE HLDGS INCCOM7,948$3.82M0.02%
CWCURTISS WRIGHT CORP COMStock5,566$3.79M0.02%
PEBPEBBLEBROOK HOTEL TRCOM288,300$3.64M0.01%
KBRKBR INCCOM98,108$3.62M0.01%
FCXFREEPORT MCMORAN INC CL BStock57,987$3.41M0.01%
LMNDLEMONADE INC COMStock53,750$3.37M0.01%
PTENPATTERSON-UTI ENERGY INCCOM309,600$3.35M0.01%
CLXCLOROX CO DEL COMStock32,146$3.33M0.01%
NXSTNEXSTAR MEDIA GROUP INCCOMMON STOCK17,324$3.13M0.01%
AGNCAGNC INVT CORP COMREIT305,610$3.07M0.01%
ATRAPTARGROUP INC COMStock23,836$3M0.01%
PPL CAP FDG INC69352PAS2NOTE 2.875% 3/12,500$2.9M0.01%
DRSLEONARDO DRS INC COMStock64,469$2.87M0.01%
UPWKUPWORK INCCOM258,400$2.83M0.01%
DPZDOMINOS PIZZA INCCOM7,827$2.81M0.01%
HRBBLOCK H & R INCCOM84,298$2.68M0.01%
GOLDEN ENTMT INC381013101COM99,420$2.65M0.01%
ERASERASCA INCCOM163,192$2.64M0.01%
LYFTLYFT INCCL A COM189,800$2.52M0.01%
PBPROSPERITY BANCSHARES INCCOM37,433$2.51M0.01%
CRCCALIFORNIA RES CORPCOM STOCK34,600$2.4M0.01%
WSCWILLSCOT HLDGS CORPCOM CL A127,434$2.21M0.01%

13F filings by quarter

NATIXIS 13F filings by quarter
QuarterFiledPositionsTotal valueChangesFiling
Q2 2026Aug 13, 20261,107$21.08Bvs. Q1 2026SEC
Q1 2026May 14, 20261,056$24.96Bvs. Q4 2025SEC
Q4 2025Feb 13, 20261,088$25.47Bvs. Q3 2025SEC
Q3 2025Nov 14, 20251,032$18.61Bvs. Q2 2025SEC
Q2 2025Aug 13, 2025995$20.12Bvs. Q1 2025SEC
Q1 2025Jul 18, 2025Amended936$16.97Bvs. Q4 2024SEC
Q4 2024Feb 13, 20251,014$14.74Bvs. Q3 2024SEC
Q3 2024Nov 13, 2024934$16.42Bvs. Q2 2024SEC
Q2 2024Aug 13, 2024964$15.86Bvs. Q1 2024SEC
Q1 2024May 13, 2024978$17.98Bvs. Q4 2023SEC
Q4 2023Feb 13, 20241,003$13.2Bvs. Q3 2023SEC
Q3 2023Nov 14, 2023952$12.67Bvs. Q2 2023SEC
Q2 2023Aug 11, 2023993$11.75Bvs. Q1 2023SEC
Q1 2023May 12, 2023959$10.83Bvs. Q4 2022SEC
Q4 2022Feb 24, 2023Amended1,004$17.02Bvs. Q3 2022SEC
Q3 2022Nov 14, 2022978$21.11Bvs. Q2 2022SEC
Q2 2022Aug 12, 20221,034$27.24Bvs. Q1 2022SEC
Q1 2022May 13, 20221,142$28.7Bvs. Q4 2021SEC
Q4 2021Feb 14, 20221,210$29.3Bvs. Q3 2021SEC
Q3 2021Nov 12, 20211,181$28.93Bvs. Q2 2021SEC
Q2 2021Aug 13, 2021848$22.9Bvs. Q1 2021SEC
Q1 2021May 14, 20211,051$30.58B–SEC