LMCG INVESTMENTS, LLC

All 13F Filings

Location
Boston, MA
Most recent 13F
Q2 2026
Holdings value ($000)
1,867,106
Description
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Website
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Founded
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Chairman
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CEO
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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
Q2 2026 7/22/2026 225 1,867,106 13F-HR LMCG INVESTMENTS, LLC
Q1 2026 4/29/2026 220 1,680,460 13F-HR LMCG INVESTMENTS, LLC
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 1.616 M 86.6% 168.7 K 0 168.7 K
ETFs 251 K 13.4% 17.98 K 0 17.98 K
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Fund Snapshot

Q2 2026
Latest filed
7/22/2026
Total value ($000)
1,867,106
Holdings
225
QoQ value change ($000)
186,646 (11.1%)
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.