Alberta Investment Management Corp — 13F Holdings & Portfolio

CIK 1463559 · latest 13F-HR filed 2026-04-29

Alberta Investment Management Corp manages $16.67B in 13F-reported U.S. long-equity assets across 580 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are IVV (22.75%), VOO (12.04%), CNQ (2.60%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 190 new positions, exited 358, added to 106, and trimmed 156.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$16.67B

Long-equity book

Holdings

580

Distinct positions

Period

2026-03-31

Filed 2026-04-29

Q/Q Activity

+190 / −358 / ↑106 / ↓156

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • VANGUARD INDEX FDS$782.9M +64.0%
  • CANADIAN NAT RES LTD MED TER$364.5M +531.3%
  • BANK NOVA SCOTIA B C$195.4M +161.4%
  • TC ENERGY CORP$195.1M +350.6%
  • CANADIAN IMPERIAL BANK OF CO$179.5M +758.4%
Show all 106

Top Trims

  • ISHARES TR-$1.01B -21.0%
  • STATE STR SPDR S&P 500 ETF T-$138.8M -35.0%
  • JPMORGAN CHASE & CO-$85.3M -93.2%
  • ENBRIDGE INC-$75.5M -56.9%
  • ALPHABET INC-$59.3M -43.3%
Show all 156

New Positions

  • STRATEGY INC$172.5M
  • GPGI INC$92.4M
  • WEBSTER FINL CORP$48.6M
  • MKS INC.$45.6M
  • SONY GROUP CORP$41.3M
Show all 190

Exited Positions

  • NVIDIA CORPORATION$146.8M
  • APPLE INC$106.6M
  • TESLA INC$84.5M
  • EXACT SCIENCES CORP$69.9M
  • BROADCOM INC$60.2M
Show all 358
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 ISHARES TR IVV 464287200 $3.79B 22.75% 5,805,305 SH
2 VANGUARD INDEX FDS VOO 922908363 $2.01B 12.04% 3,358,186 SH
3 CANADIAN NAT RES LTD MED TER CNQ 136385101 $433.1M 2.60% 8,876,883 SH
4 TORONTO DOMINION BK ONT TD 891160509 $391.9M 2.35% 4,195,116 SH
5 ROYAL BK CDA RY 780087102 $355.8M 2.13% 2,200,448 SH
6 BANK NOVA SCOTIA B C BNS 064149107 $316.4M 1.90% 4,561,621 SH
7 STATE STR SPDR S&P 500 ETF T Put SPY 78462F103 $260.1M 1.56% 400,000 SH
8 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $257.6M 1.55% 396,165 SH
9 TC ENERGY CORP TRP 87807B107 $250.8M 1.50% 4,004,271 SH
10 CENOVUS ENERGY INC CVE 15135U109 $244.7M 1.47% 9,217,453 SH
11 SUNCOR ENERGY INC NEW SU 867224107 $243.0M 1.46% 3,672,929 SH
12 AGNICO EAGLE MINES LTD AEM 008474108 $234.4M 1.41% 1,154,371 SH
13 CANADIAN IMPERIAL BANK OF CO CM 136069101 $203.2M 1.22% 2,143,585 SH
14 WESTERN DIGITAL CORP WDC 958102AT2 $179.3M 1.08% 25,000,000 PRN
15 ISHARES TR Put IWM 464287655 $173.6M 1.04% 700,000 SH
16 STRATEGY INC MSTR 594972408 $172.5M 1.03% 1,382,000 SH
17 SEAGATE HDD CAYMAN STX 81180WBL4 $153.8M 0.92% 32,500,000 PRN
18 BROOKFIELD CORP BN 11271J107 $149.4M 0.90% 3,685,309 SH
19 INTERDIGITAL INC IDCC 45867GAD3 $116.8M 0.70% 30,000,000 PRN
20 BANK MONTREAL MEDIUM BMO 063671101 $114.1M 0.68% 842,168 SH
21 SHOPIFY INC SHOP 82509L107 $110.1M 0.66% 927,408 SH
22 ADVANCED ENERGY INDS AEIS 007973AE0 $108.1M 0.65% 45,000,000 PRN
23 PEMBINA PIPELINE CORP PBA 706327103 $96.5M 0.58% 2,155,843 SH
24 GPGI INC GPGI 20459V105 $92.4M 0.55% 5,405,406 SH
25 CANADIAN PACIFIC KANSAS CITY CP 13646K108 $91.8M 0.55% 1,165,755 SH
26 JBS N.V. JBS N4732M103 $90.2M 0.54% 5,024,500 SH
27 SPHERE ENTERTAINMENT CO SPHR 55826TAB8 $83.6M 0.50% 24,750,000 PRN
28 MANULIFE FINL CORP MFC 56501R106 $80.0M 0.48% 2,323,084 SH
29 CANADIAN NATL RY CO CNI 136375102 $78.2M 0.47% 759,302 SH
30 ALPHABET INC GOOGL 02079K305 $77.6M 0.47% 270,000 SH
31 SMURFIT WESTROCK PLC SW G8267P108 $77.5M 0.46% 1,944,236 SH
32 AMERICAN EXPRESS CO AXP 025816109 $72.6M 0.44% 240,100 SH
33 ISHARES TR MCHI 46429B671 $69.6M 0.42% 1,239,380 SH
34 LIVE NATION ENTERTAINMENT IN LYV 538034BA6 $68.6M 0.41% 45,000,000 PRN
35 FIRST CTZNS BANCSHARES INC D FCNCA 31946M103 $68.2M 0.41% 36,176 SH
36 YUM CHINA HLDGS INC YUMC 98850P109 $66.6M 0.40% 1,365,700 SH
37 VESTIS CORPORATION VSTS 29430C102 $65.6M 0.39% 8,348,384 SH
38 RESTAURANT BRANDS INTL INC QSR 76131D103 $65.2M 0.39% 881,080 SH
39 NUTRIEN LTD NTR 67077M108 $64.2M 0.39% 850,316 SH
40 SLB LIMITED SLB 806857108 $62.4M 0.37% 1,214,300 SH
41 GILEAD SCIENCES INC GILD 375558103 $61.6M 0.37% 442,000 SH
42 SUN LIFE FINANCIAL INC. SLF 866796105 $61.5M 0.37% 981,353 SH
43 OSI SYSTEMS INC OSIS 671044AF2 $61.3M 0.37% 40,000,000 PRN
44 GRANITE CONSTR INC GVA 387328AD9 $60.5M 0.36% 23,000,000 PRN
45 FRESHPET INC FRPT 358039105 $58.5M 0.35% 993,000 SH
46 SEALED AIR CORP NEW SEE 81211K100 $58.5M 0.35% 1,391,282 SH
47 STANTEC INC STN 85472N109 $57.8M 0.35% 668,628 SH
48 ENBRIDGE INC ENB 29250N105 $57.2M 0.34% 1,055,134 SH
49 UGI CORP NEW UGI 902681AB1 $56.2M 0.34% 40,000,000 PRN
50 MSC INDL DIRECT INC MSM 553530106 $55.5M 0.33% 602,000 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-04-29 $16.67B 580 0001463559-26-000003
2025-12-31 2026-02-19 $16.91B 747 0001123292-26-000218