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Natixis

SEC CIK
0001274981
Latest filing
Aug 13, 2026

Holdings in Q2 2025

Holdings as of Jun 30, 2025, filed Aug 13, 2025. Long positions only; changes compare share counts with Q1 2025.

Institution overview
Positions
995
+59 vs. Q1 2025
Portfolio value
$20.1B
+$3.15B (+18.6%) vs. Q1 2025
Filed
Aug 13, 2025
SEC
Holdings of Natixis in Q2 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
NVDANVIDIA CorpStock16,918,474$2.67B13.3%+1,031,532+6.5%AddedHistory
AAPLApple Inc.Stock8,028,111$1.65B8.2%+1,688,434+26.6%AddedHistory
MSFTMicrosoft CorpStock2,638,027$1.31B6.5%−752,162−22.2%ReducedHistory
SPYSPDR S&P 500 ETF TrustETF1,617,918$999.6M5.0%+502,187+45.0%AddedHistory
TSLATesla, Inc.Stock2,148,698$682.6M3.4%−163,347−7.1%ReducedHistory
METAMeta Platforms, Inc.Stock660,550$487.5M2.4%−117,947−15.2%ReducedHistory
UNHUnitedHealth Group IncStock1,507,698$470.4M2.3%+1,204,092+396.6%AddedHistory
GOOGLAlphabet Inc.Stock2,589,611$456.4M2.3%+429,121+19.9%AddedHistory
JPMJPMorgan Chase & CoStock1,176,848$341.2M1.7%+304,140+34.9%AddedHistory
AMZNAmazon Com IncStock1,542,264$338.4M1.7%−1,498,047−49.3%ReducedHistory
ETEnergy Transfer LPCOM UT LTD PTN17,476,924$316.9M1.6%−704,100−3.9%ReducedHistory
MSTRStrategy IncStock715,598$289.3M1.4%+441,815+161.4%AddedHistory
AVGOBroadcom Inc.Stock967,720$266.8M1.3%−928,737−49.0%ReducedHistory
CSCOCisco Systems, Inc.Stock3,623,015$251.4M1.2%+671,921+22.8%AddedHistory
COINCoinbase Global, Inc.COM CL A713,878$250.2M1.2%−185,883−20.7%ReducedHistory
GOOGAlphabet Inc.Stock1,239,696$219.9M1.1%+546,921+78.9%AddedHistory
LLYEli Lilly & CoStock242,053$188.7M0.9%−86,468−26.3%ReducedHistory
iShares Tr464287184CHINA LG-CAP ETF4,976,144$182.9M0.9%+2,278,592+84.5%Added–
Invesco QQQ Trust Series I46090E103ETF320,699$176.9M0.9%−26,920−7.7%Reduced–
CVXChevron CorpStock1,073,679$153.7M0.8%+987,215+1,141.8%AddedHistory
BRK.BBerkshire Hathaway IncStock313,017$152.1M0.8%+265,774+562.6%AddedHistory
GSGoldman Sachs Group IncStock183,983$130.2M0.6%+128,536+231.8%AddedHistory
CCitigroup IncStock1,523,782$129.7M0.6%+1,208,089+382.7%AddedHistory
CCICrown Castle Inc.REIT1,141,442$117.3M0.6%+670,055+142.1%AddedHistory
NFLXNetflix IncStock83,438$111.7M0.6%−261,420−75.8%ReducedHistory
MAMastercard IncStock193,430$108.7M0.5%+129,046+200.4%AddedHistory
State Street SPDR S&P Homebuilders ETF78464A888ETF1,100,547$108.5M0.5%−5,210−0.5%Reduced–
COSTCostco Wholesale CorpStock107,976$106.9M0.5%−15,071−12.2%ReducedHistory
EQIXEquinix IncCOM127,871$101.7M0.5%−147,519−53.6%ReducedHistory
LRCXLam Research CorpStock1,013,403$98.6M0.5%−108,514−9.7%ReducedHistory
INTUIntuit Inc.Stock123,990$97.7M0.5%+64,420+108.1%AddedHistory
JNJJohnson & JohnsonStock635,153$97.0M0.5%+574,333+944.3%AddedHistory
PLTRPalantir Technologies Inc.Stock707,108$96.4M0.5%+308,340+77.3%AddedHistory
LMTLockheed Martin CorpStock203,859$94.4M0.5%+190,945+1,478.6%AddedHistory
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF1,050,000$85.0M0.4%+497,604+90.1%Added–
PMPhilip Morris International Inc.Stock464,405$84.6M0.4%+244,168+110.9%AddedHistory
HONHoneywell International IncCOM352,916$82.2M0.4%+52,195+17.4%AddedHistory
CRMSalesforce, Inc.Stock287,434$78.4M0.4%−37,238−11.5%ReducedHistory
Alibaba Group Hldg Ltd01609WBG6NOTE 0.500% 6/059,500$75.6M0.4%+59,500New–
CICigna GroupStock223,884$74.0M0.4%+91,794+69.5%AddedHistory
State Street Utilities Select Sector SPDR ETF81369Y886ETF900,000$73.5M0.4%−5,935−0.7%Reduced–
PGRProgressive CorpStock272,692$72.8M0.4%−56,269−17.1%ReducedHistory
BACBank of America CorpStock1,484,685$70.3M0.3%−389,966−20.8%ReducedHistory
BABoeing CoStock320,462$67.1M0.3%+159,081+98.6%AddedHistory
QCOMQualcomm IncStock421,450$67.1M0.3%+287,685+215.1%AddedHistory
APPAppLovin CorpCOM CL A187,445$65.6M0.3%−290,651−60.8%ReducedHistory
ISRGIntuitive Surgical IncCOM NEW120,254$65.3M0.3%+28,274+30.7%AddedHistory
GPNGlobal Payments IncStock778,204$62.3M0.3%+523,555+205.6%AddedHistory
ADIAnalog Devices IncStock251,842$59.9M0.3%+112,517+80.8%AddedHistory
XOMExxonMobil Holdings CorpCOM544,949$58.7M0.3%+25,098+4.8%AddedHistory
BKNGBooking Holdings Inc.Stock10,059$58.2M0.3%+10,059NewHistory
GEGeneral Electric CoStock224,859$57.9M0.3%+165,655+279.8%AddedHistory
BLKBlackRock, Inc.Stock54,070$56.7M0.3%+18,406+51.6%AddedHistory
SPDR Series Trust78464A755ST STR SP METAL802,788$54.0M0.3%00.0%Unchanged–
BSXBoston Scientific CorpStock490,086$52.6M0.3%−62,405−11.3%ReducedHistory
PGProcter & Gamble CoStock329,965$52.6M0.3%+50,377+18.0%AddedHistory
State Street Industrial Select Sector SPDR ETF81369Y704ETF349,532$51.6M0.3%−1,506,510−81.2%Reduced–
MUMicron Technology IncStock393,618$48.5M0.2%−94,658−19.4%ReducedHistory
RBLXRoblox CorpStock460,020$48.4M0.2%+420,180+1,054.7%AddedHistory
MRKMerck & Co., Inc.Stock600,928$47.6M0.2%−852,150−58.6%ReducedHistory
ICEIntercontinental Exchange, Inc.Stock257,568$47.3M0.2%+137,021+113.7%AddedHistory
CMCSAComcast CorpStock1,319,517$47.1M0.2%+575,810+77.4%AddedHistory
HLTHilton Worldwide Holdings Inc.COM176,771$47.1M0.2%+10,169+6.1%AddedHistory
ABTAbbott LaboratoriesStock341,127$46.4M0.2%−63,144−15.6%ReducedHistory
PFEPfizer IncStock1,896,296$46.0M0.2%−909,940−32.4%ReducedHistory
TAT&T Inc.Stock1,551,505$44.9M0.2%+128,981+9.1%AddedHistory
State Street Materials Select Sector SPDR ETF81369Y100ETF500,000$43.9M0.2%−502,318−50.1%Reduced–
ABBVAbbVie Inc.Stock235,640$43.7M0.2%+3,109+1.3%AddedHistory
State Street Consumer Discretionary Select Sector SPDR ETF81369Y407ETF201,226$43.7M0.2%−1,062−0.5%Reduced–
ADBEAdobe Inc.Stock109,551$42.4M0.2%−57,125−34.3%ReducedHistory
GILDGilead Sciences, Inc.Stock380,753$42.2M0.2%+116,861+44.3%AddedHistory
USBUS Bancorp DECOM NEW931,398$42.1M0.2%+431,041+86.1%AddedHistory
IBMInternational Business Machines CorpStock141,628$41.7M0.2%+24,575+21.0%AddedHistory
State Street SPDR S&P Biotech ETF78464A870ETF500,000$41.5M0.2%00.0%Unchanged–
DLTRDollar Tree, Inc.COM417,634$41.4M0.2%−287,436−40.8%ReducedHistory
WFCWells Fargo & CompanyStock490,320$39.3M0.2%−454,243−48.1%ReducedHistory
WELLWelltower Inc.REIT253,803$39.0M0.2%+34,955+16.0%AddedHistory
ELEstee Lauder Companies IncCL A478,092$38.6M0.2%−96,651−16.8%ReducedHistory
SPDR Series Trust78464A714ST STR SP RETAIL500,000$38.5M0.2%−2,809−0.6%Reduced–
TXNTexas Instruments IncStock184,841$38.4M0.2%−114,096−38.2%ReducedHistory
MCDMcDonalds CorpStock130,717$38.2M0.2%+31,149+31.3%AddedHistory
REGNRegeneron Pharmaceuticals, Inc.COM72,180$37.9M0.2%+2,751+4.0%AddedHistory
ORCLOracle CorpStock172,961$37.8M0.2%−33,260−16.1%ReducedHistory
MSCIMSCI Inc.Stock63,894$36.9M0.2%−13,646−17.6%ReducedHistory
EQHEquitable Holdings, Inc.COM654,197$36.7M0.2%+379,594+138.2%AddedHistory
SYKStryker CorpStock90,408$35.8M0.2%+30,343+50.5%AddedHistory
FCXFreeport-McMoran IncStock817,471$35.4M0.2%+566,627+225.9%AddedHistory
UBERUber Technologies, IncStock379,192$35.4M0.2%+267,179+238.5%AddedHistory
ANETArista Networks, Inc.Stock344,800$35.3M0.2%+227,799+194.7%AddedHistory
PRGSProgress Software CorpCOM540,400$34.5M0.2%−19,100−3.4%ReducedHistory
COOPMaverick Merger Sub 2, LLCCOM229,336$34.2M0.2%+229,336NewHistory
DHRDanaher CorpStock166,877$33.0M0.2%+61,944+59.0%AddedHistory
TJXTJX Companies IncStock262,504$32.4M0.2%+124,340+90.0%AddedHistory
SPRSpirit AeroSystems Holdings, Inc.COM CL A844,745$32.2M0.2%+283,668+50.6%AddedHistory
PEPPepsiCo IncStock243,808$32.2M0.2%−596,164−71.0%ReducedHistory
APHAmphenol CorpCL A325,902$32.2M0.2%+151,912+87.3%AddedHistory
AMATApplied Materials IncStock171,603$31.4M0.2%−37,863−18.1%ReducedHistory
TSMTaiwan Semiconductor Manufacturing Co LtdADR137,703$31.2M0.2%−47,668−25.7%ReducedHistory
HUMHumana IncStock126,311$30.9M0.2%+34,003+36.8%AddedHistory
HPQHP IncStock1,244,315$30.4M0.2%+422,474+51.4%AddedHistory

Options (19)

Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.

Option positions of Natixis in Q2 2025
SecurityClassPutsCalls
NVDANVIDIA CorpStock$1.38B$30.8M
MSTRStrategy IncStock$248.6M–
TSLATesla, Inc.Stock$195.1M–
COINCoinbase Global, Inc.COM CL A$187.1M–
iShares Russell 2000 ETF464287655ETF$121.9M–
DELLDell Technologies Inc.Stock$61.3M–
BABoeing CoStock$15.7M$21.0M
SOFISoFi Technologies, Inc.Stock$36.4M–
VRTVertiv Holdings CoCOM CL A$25.7M–
Invesco QQQ Trust Series I46090E103ETF–$22.1M
MRNAModerna, Inc.Stock$16.6M–
PYPLPayPal Holdings, Inc.Stock$14.9M–
METAMeta Platforms, Inc.Stock$7.38M$7.38M
AAPLApple Inc.Stock$6.16M$6.16M
CHTRCharter Communications, Inc.CL A$12.3M–
AMDAdvanced Micro Devices IncStock$9.37M–
LVSLas Vegas Sands CorpCOM$6.53M–
SMCISuper Micro Computer, Inc.Stock$4.54M–
GLDSPDR Gold TrustETF$914.5K–

Sold out since Q1 2025 (173)

Positions held at the end of Q1 2025 that are gone from this filing.

The largest 100 of 173 by value last quarter.

Positions of Natixis sold out since Q1 2025
SecurityClassShares in Q1 2025Value in Q1 2025% of portfolio in Q1 2025History
HDHome Depot, Inc.Stock331,937$120.8M0.7%History
AMDAdvanced Micro Devices IncStock1,038,532$105.4M0.6%History
Akamai Technologies Inc00971TAJ0NOTE 0.125% 5/059,500$59.4M0.3%–
SPGIS&P Global Inc.Stock93,055$46.7M0.3%History
CATCaterpillar IncStock123,080$40.4M0.2%History
DFSDiscover Financial ServicesCOM212,039$35.6M0.2%History
DASHDoorDash, Inc.Stock176,077$31.4M0.2%History
IPInternational Paper CoCOM556,104$29.8M0.2%History
MSMorgan StanleyStock256,571$29.5M0.2%History
CMS Energy Corp125896BX7NOTE 3.375% 5/025,000$28.1M0.2%–
SNAPSnap IncStock2,931,473$25.2M0.1%History
WMTWalmart Inc.Stock265,160$22.9M0.1%History
BERYBerry Global Group, Inc.COM307,595$21.5M0.1%History
MRVLMarvell Technology, Inc.COM281,885$17.0M0.1%History
Barrick Gold Corp067901108COM796,757$15.4M0.1%–
ITGartner IncCOM28,633$11.9M0.1%History
PKPark Hotels & Resorts Inc.COM1,081,680$11.5M0.1%History
AKRAcadia Realty TrustCOM SH BEN INT503,700$10.6M0.1%History
BABAAlibaba Group Holding LtdADR75,925$9.98M0.1%History
PJTPJT Partners Inc.COM CL A72,916$9.91M0.1%History
BIPBrookfield Infrastructure Partners L.P.LP INT UNIT309,400$9.12M0.1%History
HIIHuntington Ingalls Industries, Inc.COM43,566$8.87M0.1%History
CECelanese CorpStock128,689$7.28M<0.1%History
ENTGEntegris IncCOM84,433$7.22M<0.1%History
HEESH&E Equipment Services, Inc.COM73,924$7.02M<0.1%History
ZSZscaler, Inc.Stock35,286$6.90M<0.1%History
TXRHTexas Roadhouse, Inc.COM39,702$6.62M<0.1%History
BAXBaxter International IncStock180,869$6.16M<0.1%History
CARTMaplebear Inc.COM150,104$5.95M<0.1%History
LINELineage, Inc.COM99,540$5.82M<0.1%History
PENNPENN Entertainment, Inc.COM335,275$5.62M<0.1%History
UAAUnder Armour, Inc.Stock854,791$5.31M<0.1%History
VICIVici Properties Inc.COM158,257$5.14M<0.1%History
AMTAmerican Tower CorpREIT23,225$5.04M<0.1%History
SMTCSemtech CorpStock146,443$4.98M<0.1%History
AIGAmerican International Group, Inc.Stock56,712$4.90M<0.1%History
EMREmerson Electric CoStock43,255$4.70M<0.1%History
PYCRPaycor HCM, Inc.COM202,406$4.54M<0.1%History
RLJRLJ Lodging TrustCOM555,100$4.38M<0.1%History
CLDXCelldex Therapeutics, Inc.COM NEW232,188$4.16M<0.1%History
FSLRFirst Solar, Inc.Stock30,957$3.86M<0.1%History
COLDAmericold Realty TrustCOM164,178$3.54M<0.1%History
VNOMViper Energy, Inc.COM75,746$3.41M<0.1%History
IPGPIpg Photonics CorpCOM52,887$3.33M<0.1%History
YETIYETI Holdings, Inc.COM95,141$3.14M<0.1%History
STZConstellation Brands, Inc.Stock16,698$3.06M<0.1%History
ORealty Income CorpREIT53,006$3.06M<0.1%History
ESEversource EnergyStock45,863$2.83M<0.1%History
BOHBank of Hawaii CorpCOM41,100$2.82M<0.1%History
VITLVital Farms, Inc.COM94,500$2.82M<0.1%History
FRFirst Industrial Realty Trust IncCOM46,914$2.53M<0.1%History
UNMUnum GroupStock29,328$2.37M<0.1%History
EXCExelon CorpStock51,283$2.34M<0.1%History
PRCTPROCEPT BioRobotics CorpCOM40,900$2.33M<0.1%History
TMETencent Music Entertainment GroupSPON ADS158,800$2.28M<0.1%History
OLLIOllie's Bargain Outlet Holdings, Inc.Stock18,977$2.20M<0.1%History
ZBHZimmer Biomet Holdings, Inc.Stock19,129$2.15M<0.1%History
CNMDCONMED CorpCOM35,334$2.14M<0.1%History
KEXKirby CorpCOM21,175$2.13M<0.1%History
MRCYMercury Systems IncCOM49,361$2.08M<0.1%History
NLYAnnaly Capital Management IncREIT89,884$1.81M<0.1%History
LHXL3HARRIS Technologies, Inc.Stock8,548$1.79M<0.1%History
CFGCitizens Financial Group IncCOM43,999$1.78M<0.1%History
LRNStride, Inc.COM14,100$1.77M<0.1%History
HLIHoulihan Lokey, Inc.CL A11,085$1.77M<0.1%History
LHLabcorp Holdings Inc.Stock7,505$1.72M<0.1%History
RBCRBC Bearings INCCOM5,288$1.69M<0.1%History
HWCHancock Whitney CorpCOM31,800$1.66M<0.1%History
BJBJ's Wholesale Club Holdings, Inc.COM14,135$1.62M<0.1%History
LBRDALiberty Broadband CorpCOM SER A18,776$1.56M<0.1%History
CTRACoterra Energy Inc.Stock50,841$1.47M<0.1%History
JKHYJack Henry & Associates IncStock8,016$1.46M<0.1%History
SNDKSandisk CorpCOM30,349$1.43M<0.1%History
DKLDelek Logistics Partners, LPCOM UNT RP INT30,300$1.32M<0.1%History
MTBM&T Bank CorpCOM7,020$1.24M<0.1%History
GLWCorning IncCOM26,958$1.20M<0.1%History
WHDCactus, Inc.CL A26,000$1.19M<0.1%History
BBWIBath & Body Works, Inc.COM38,825$1.17M<0.1%History
CUZCousins Properties IncCOM NEW38,853$1.15M<0.1%History
HESMHess Midstream LPCL A SHS26,952$1.14M<0.1%History
SONSonoco Products CoCOM23,637$1.11M<0.1%History
CELHCelsius Holdings, Inc.COM NEW30,364$1.10M<0.1%History
BSYBentley Systems IncCOM CL B26,064$1.02M<0.1%History
OHIOmega Healthcare Investors IncCOM26,612$1.02M<0.1%History
TPLTexas Pacific Land CorpStock793$1.01M<0.1%History
NETCloudflare, Inc.CL A COM9,080$1.00M<0.1%History
FWONKLiberty Media CorpCOM LBTY ONE S C11,110$996.0K<0.1%History
QDELQuidelOrtho CorpCOM27,807$968.5K<0.1%History
WOOFPetco Health & Wellness Company, Inc.CL A COM327,000$959.7K<0.1%History
DELLDell Technologies Inc.Stock10,626$957.3K<0.1%History
LKQLKQ CorpCOM22,847$955.9K<0.1%History
CPRICapri Holdings LtdSHS48,008$947.7K<0.1%History
AMRCAmeresco, Inc.CL A74,600$896.7K<0.1%History
LECOLincoln Electric Holdings IncCOM4,663$880.4K<0.1%History
HBIHanesbrands Inc.COM150,800$866.3K<0.1%History
BTUPeabody Energy CorpCOM63,252$849.5K<0.1%History
VTRSViatris IncStock96,429$844.7K<0.1%History
UTZUtz Brands, Inc.COM CL A58,000$821.3K<0.1%History
AMEAmetek IncCOM4,721$802.6K<0.1%History
KOSKosmos Energy Ltd.COM344,800$777.5K<0.1%History