Home / Families / Natixis and Loomis Sayles
Natixis and Loomis Sayles
Fund registrants and adviser entities grouped under Natixis and Loomis Sayles by this site's alias table
- Vote records reported
- 26,585year to 30 June 2026
- Against management
- 10.9%2,796 of 25,651 marked votes
- Say-on-pay support
- 85.0%for, of for + against + abstain
- Shareholder-proposal support
- 26.6%for, of for + against + abstain
foragainstabstain, withhold or otheramber tick: the portion cast against management
Natixis and Loomis Sayles reported 26,585 vote records for the year to 30 June 2026. It marked 10.9% of its votes as cast against management (2,796 of 25,651), 3.1 percentage points above the median of the fund families tracked here, which was 7.8%.
Weighted by the number of shares voted, the against-management share is 8.4%. The two figures differ when the votes against management fall on larger or smaller holdings than the rest.
On pay and on shareholder proposals: it voted for 85.0% of the section 14A say-on-pay items it reported (the median of the fund families tracked here: 88.2%) and it voted for 26.6% of the proposals put forward by security holders (the median of the fund families tracked here: 30.7%).
By category, votes against management were most frequent in SHAREHOLDER RIGHTS AND DEFENSES (34.5% of 139), CORPORATE GOVERNANCE (22.6% of 1,511) and SECTION 14A SAY-ON-PAY VOTES (14.5% of 5,315).
It reported 2.1 million shares out on loan at record dates, 0.04% of the shares it held or had lent across the meetings it reported. Shares on loan are not voted.
Compared with other filers
Each rate is defined once, in the methodology. The median is taken over 60 families with at least 25 vote records in the season.
| year to 30 June 2026 | This family | Median family | All filers pooled |
|---|---|---|---|
| Against-management share | 10.9% | 7.8% | 10.6% |
| Say-on-pay support rate | 85.0% | 88.2% | 86.0% |
| Shareholder-proposal support rate | 26.6% | 30.7% | 33.9% |
| Shares on loan, share of shares held | 0.04% | 1.53% | 3.12% |
| Largest families, year to 30 June 2026 | Against management | Say-on-pay support | Shareholder-proposal support |
|---|---|---|---|
| Vanguard | 20.1% | 94.1% | 42.0% |
| BlackRock and iShares | 7.5% | 88.3% | 11.9% |
| Fidelity | 6.0% | 94.7% | 27.6% |
| Dimensional | 16.4% | 78.9% | 57.4% |
| State Street and SPDR | 16.9% | 77.1% | 50.4% |
Votes by category
Filers choose one or more categories for each vote, so a vote can appear in more than one row. Category names are printed as Form N-PX defines them.
| Category (as the form names it) | Votes | For | Against | Against management | Split |
|---|---|---|---|---|---|
| DIRECTOR ELECTIONS | 14,359 | 12,977 | 836 | 9.5% | |
| SECTION 14A SAY-ON-PAY VOTES | 5,336 | 4,228 | 742 | 14.5% | |
| AUDIT-RELATED | 1,737 | 1,688 | 44 | 2.7% | |
| SHAREHOLDER RIGHTS AND DEFENSES | 143 | 94 | 49 | 34.5% | |
| EXTRAORDINARY TRANSACTIONS | 76 | 69 | 7 | 7.9% | |
| CAPITAL STRUCTURE | 958 | 895 | 63 | 6.6% | |
| COMPENSATION | 919 | 771 | 145 | 14.1% | |
| CORPORATE GOVERNANCE | 1,587 | 1,269 | 308 | 22.6% | |
| ENVIRONMENT OR CLIMATE | 277 | 21 | 247 | 6.1% | |
| HUMAN RIGHTS OR HUMAN CAPITAL/WORKFORCE | 200 | 18 | 182 | 5.5% | |
| DIVERSITY, EQUITY, AND INCLUSION | 120 | 8 | 112 | 0.8% | |
| OTHER SOCIAL ISSUES | 504 | 82 | 420 | 9.1% | |
| OTHER | 316 | 239 | 69 | 12.2% |
By season
| Season | Vote records | Against management | Say-on-pay support | Shareholder-proposal support | Split |
|---|---|---|---|---|---|
| year to 30 June 2024 | 87,804 | 8.0% | 86.1% | 25.6% | |
| year to 30 June 2025 | 80,962 | 7.4% | 88.3% | 26.5% | |
| year to 30 June 2026 | 26,585 | 10.9% | 85.0% | 26.6% |
Say-on-pay votes against management
Counting one say-on-pay item per company meeting, Natixis and Loomis Sayles voted against management on 281 of the 2,279 it marked either way (12.3%) in the year to 30 June 2026. The 40 companies with the most reporting filers are listed.
A further 21 say-on-pay items were reported without a management mark and are left out of both sides of that fraction.
- Broadcom Inc. 20 Apr 2026
- Berkshire Hathaway Inc. 2 May 2026
- Thermo Fisher Scientific Inc. 20 May 2026
- Wells Fargo & Company 28 Apr 2026
- Adobe Inc. 15 Apr 2026
- The Goldman Sachs Group, Inc. 29 Apr 2026
- Citigroup Inc. 20 May 2026
- Comcast Corporation 10 Jun 2026
- PALANTIR TECHNOLOGIES INC. 3 Jun 2026
- Palo Alto Networks, Inc. 9 Dec 2025
- Arista Networks, Inc. 29 May 2026
- Prologis, Inc. 28 Apr 2026
- WARNER BROS. DISCOVERY, INC. 9 Jun 2026
- T-Mobile US, Inc. 16 Jun 2026
- The Bank of New York Mellon Corporation 14 Apr 2026
- Dell Technologies Inc. 25 Jun 2026
- Welltower Inc. 21 May 2026
- Marvell Technology, Inc. 25 Jun 2026
- Snowflake Inc. 2 Jul 2025
- Snowflake Inc. 29 Jun 2026
- The Hershey Company 5 May 2026
- Howmet Aerospace Inc. 19 May 2026
- Aon Plc 26 Jun 2026
- Occidental Petroleum Corporation 1 May 2026
- Microchip Technology Incorporated 19 Aug 2025
- Xylem Inc. 14 May 2026
- Omnicom Group Inc. 5 May 2026
- Cloudflare, Inc. 30 Jun 2026
- Expedia Group, Inc. 17 Jun 2026
- SHOPIFY INC. 16 Jun 2026
- Apollo Global Management, Inc. 8 Jun 2026
- Fidelity National Information Services, Inc. 10 Jun 2026
- The Trade Desk, Inc. 4 May 2026
- Lennar Corporation 8 Apr 2026
- The Estee Lauder Companies Inc. 13 Nov 2025
- HEICO Corporation 13 Mar 2026
- Roblox Corporation 28 May 2026
- lululemon athletica inc. 25 Jun 2026
- Williams-Sonoma, Inc. 18 Jun 2026
- Rocket Lab Corporation 27 Aug 2025
Shareholder proposals it supported
Of 320 proposals from security holders that could be told apart in the filings and on which it cast a vote, Natixis and Loomis Sayles voted for 108 (33.8%). The 40 at the companies with the most reporting filers are listed. Titles are the most common wording among filers; where a wording could name a person, the SEC category is printed instead.
| Company | Meeting | Proposal |
|---|---|---|
| NVIDIA Corporation | 24 Jun 2026 | Approval of a non-binding stockholder proposal requesting the replacement of supermajority voting... |
| JPMorgan Chase & Co. | 19 May 2026 | Independent board chairman |
| Eli Lilly and Company | 4 May 2026 | Shareholder proposal to adopt a policy and amend the bylaws to require an independent board chair. |
| AbbVie Inc. | 8 May 2026 | Stockholder Proposal - to Adopt a Policy to Require an Independent Chair |
| Netflix, Inc. | 4 Jun 2026 | Stockholder proposal entitled, "Proposal 4 - Shareholder Right to Act by Written Consent," |
| Bank of America Corporation | 4 May 2026 | Shareholder proposal requesting independent board chair |
| Tesla, Inc. | 6 Nov 2025 | Declassify the Board of Directors |
| Advanced Micro Devices, Inc. | 13 May 2026 | Stockholder proposal requesting changes to the stockholder right to call a special meeting. |
| McDonald's Corporation | 20 May 2026 | Advisory Vote on Shareholders' Right to Act by Written Consent. |
| NextEra Energy, Inc. | 21 May 2026 | Report on Plans to Reduce and Align GHG Emissions with Paris Agreement Goals |
| International Business Machines Corporation | 28 Apr 2026 | Stockholder Proposal Requesting a Right to Act by Written Consent |
| CATERPILLAR INC. | 10 Jun 2026 | Shareholder Proposal - Shareholder Right to Act by Written Consent |
| AT&T INC. | 14 May 2026 | Shareholder Right to Act by Written Consent |
| Wells Fargo & Company | 28 Apr 2026 | Require Independent Board Chair |
| Wells Fargo & Company | 28 Apr 2026 | Shareholder Proposal - Govern by Majority Vote. |
| ServiceNow, Inc. | 21 May 2026 | Shareholder proposal regarding shareholder right to act by written consent. |
| Texas Instruments Incorporated | 16 Apr 2026 | Stockholder proposal to permit stockholders to act by written consent. |
| Bristol-Myers Squibb Company | 5 May 2026 | Require Independent Board Chair |
| The Goldman Sachs Group, Inc. | 29 Apr 2026 | Shareholder Proposal Regarding Lobbying Disclosure |
| The Goldman Sachs Group, Inc. | 29 Apr 2026 | Shareholder Proposal Regarding Special Shareholder Meeting Thresholds |
| Morgan Stanley | 14 May 2026 | Shareholder proposal requesting an independent Board Chairman |
| HONEYWELL INTERNATIONAL INC. | 22 May 2026 | Shareowner Proposal - Shareholder Right to Act by Written Consent. |
| Gilead Sciences, Inc. | 30 Apr 2026 | To vote on a stockholder proposal requesting an independent Board Chair policy |
| PALANTIR TECHNOLOGIES INC. | 3 Jun 2026 | Stockholder proposal entitled "Political Spending Disclosure," |
| S&P Global Inc. | 20 May 2026 | Vote on a shareholder proposal to reduce the stock ownership threshold for calling a special shareholder... |
| Deere & Company | 25 Feb 2026 | Shareholder proposal on shareholder right to act by written consent |
| Starbucks Corporation | 25 Mar 2026 | Shareholder proposal requesting supermajority shareholder voting requirements be replaced with majority... |
| Starbucks Corporation | 25 Mar 2026 | Shareholder proposal requesting adoption of an independent board chair policy |
| THE BOEING COMPANY | 17 Apr 2026 | Action by Written Consent. |
| LOCKHEED MARTIN CORPORATION | 12 May 2026 | Stockholder Proposal Requiring Independent Board Chairman |
| Micron Technology, Inc. | 15 Jan 2026 | Reduce Ownership Threshold for Shareholders to Call Special Meeting |
| Palo Alto Networks, Inc. | 9 Dec 2025 | To consider and vote upon a shareholder proposal, if properly presented at the Annual Meeting, regarding a... |
| Lam Research Corporation | 4 Nov 2025 | Stockholder proposal titled "Realistic Shareholder Ability to Call for a Special Shareholder Meeting," |
| Analog Devices, Inc. | 11 Mar 2026 | To consider a shareholder proposal |
| CVS Health Corporation | 14 May 2026 | Stockholder Proposal for Reducing the Threshold for Our Stockholder Right to Act By Written Consent. |
| EXXON MOBIL CORPORATION | 27 May 2026 | Proposal requesting Company to modify its Voluntary Retail Voting Program to provide multiple options not... |
| Colgate-Palmolive Company | 8 May 2026 | Stockholder proposal entitled "Independent Board Chairman." |
| Boston Scientific Corporation | 30 Apr 2026 | Stockholder proposal titled "Give Shareholders the Ability to Call for a Special Shareholder Meeting." |
| Meta Platforms, Inc. | 27 May 2026 | Shareholder proposal: OTHER SOCIAL ISSUES |
| United Parcel Service, Inc. | 7 May 2026 | To take steps to reduce the voting power of UPS class A stock from 10 votes per share to one vote per share. |
Shares on loan
Natixis and Loomis Sayles reported 2.1 million shares on loan at record dates against 4.88 billion shares voted: 0.04% of the two together. Median family: 1.53%. Shares lent out at the record date cannot be voted by the lender, which is why Form N-PX asks for the figure. More on lending and votes.
Filers grouped under this family
Grouping is by registrant and manager name, from a hand-maintained table. See the methodology.
| Filer | Type | Vote records, year to 30 June 2026 |
|---|---|---|
| Gateway Trust | fund registrant | 6,055 |
| Natixis Funds Trust I | fund registrant | 4,097 |
| LOOMIS SAYLES FUNDS II | fund registrant | 4,075 |
| Natixis Funds Trust II | fund registrant | 3,268 |
| LOOMIS SAYLES FUNDS I | fund registrant | 2,536 |
| NATIXIS ADVISORS, LLC | institutional manager | 2,517 |
| Natixis ETF Trust | fund registrant | 1,266 |
| LOOMIS SAYLES & CO L P | institutional manager | 1,078 |
| Natixis Funds Trust IV | fund registrant | 943 |
| Natixis ETF Trust II | fund registrant | 750 |
| Natixis Investment Managers International | institutional manager | 0 |
Questions
How did Natixis and Loomis Sayles vote on executive pay?
In the year to 30 June 2026 Natixis and Loomis Sayles reported 4,969 votes in the category SECTION 14A SAY-ON-PAY VOTES that were cast for, against or abstain. 4,222 were for (85.0%), 740 against and 7 abstentions. Counting one item per company meeting, it voted against management on 281 of the 2,279 say-on-pay items it marked either way. A further 21 say-on-pay items were reported without a management mark and are not counted in that figure.
How often does Natixis and Loomis Sayles vote against management?
10.9% of the time in the year to 30 June 2026: 2,796 of the 25,651 votes it marked as for or against management. Form N-PX asks each filer to state, vote by vote, whether the vote was for or against management's recommendation; this figure counts those marks.
Did Natixis and Loomis Sayles support shareholder proposals on climate?
In the category ENVIRONMENT OR CLIMATE it reported 264 votes on proposals from security holders in the year to 30 June 2026 and voted for 8 of them (3.0%). Across every category it voted for 26.6% of security-holder proposals. Filers choose the category for each vote, so the same proposal can sit in different categories in different filings.
Is this the result of the meetings?
No. Form N-PX shows how this filer voted the shares it held. It does not show how other shareholders voted or whether a proposal was approved. Companies report certified results separately, on Form 8-K.
Where does the data come from?
From the Form N-PX filings of the registrants and managers grouped under this family on the SEC's EDGAR system, read as filed. The SEC does not verify the contents. Amended filings (N-PX/A) replace the filings they amend. Data on this page runs through 23 Sep 2026.
Provenance: SEC EDGAR, Form N-PX and N-PX/A filings of the filers listed above, read as filed and not verified by the SEC. Filings read through 23 Sep 2026; page built 26 Sep 2026.