LMCG INVESTMENTS, LLC

All 13F Filings

Location
Boston, MA
Most recent 13F
Q4 2025
Holdings value ($000)
1,749,348
Description
Website
Founded
Chairman
CEO
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 2/3/2026 219 1,749,348 13F-HR LMCG INVESTMENTS, LLC
Q3 2025 10/29/2025 222 1,701,256 13F-HR LMCG INVESTMENTS, LLC
Q2 2025 7/24/2025 225 1,595,383 13F-HR LMCG INVESTMENTS, LLC
Q2 2014 8/11/2014 471 4,631,087 13F-HR Lee Munder Capital Group, LLC
Q1 2014 5/12/2014 469 4,512,183 13F-HR Lee Munder Capital Group, LLC
Q4 2013 2/6/2014 476 4,707,177 13F-HR Lee Munder Capital Group, LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 1.63 M 93.2% 45.35 K 0 45.35 K
ETFs 119.8 K 6.8% 4.837 K 0 4.837 K
Other 0 0.0% 0 2.099 K -2.099 K
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Fund Snapshot

Q4 2025
Latest filed
2/3/2026
Total value ($000)
1,749,348
Holdings
219
QoQ value change ($000)
48,092 (2.8%)
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.