Fiera Capital Corp — 13F Holdings & Portfolio

CIK 1505817 · latest 13F-HR filed 2026-05-12

Fiera Capital Corp manages $29.23B in 13F-reported U.S. long-equity assets across 684 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are TSM (4.35%), GOOGL (4.12%), MSFT (3.09%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 41 new positions, exited 46, added to 107, and trimmed 192.

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.

Loading holdings…
AUM

$29.23B

Long-equity book

Holdings

684

Distinct positions

Period

2026-03-31

Filed 2026-05-12

Q/Q Activity

+41 / −46 / ↑107 / ↓192

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • LINDE PLC$196.5M +110.0%
  • CANADIAN NAT RES LTD MED TER$172.2M +392.9%
  • SUNCOR ENERGY INC NEW$162.6M +266.7%
  • SUN LIFE FINANCIAL INC.$101.7M +240.5%
  • CME GROUP INC$73.8M +10.3%
Show all 107

Top Trims

  • ORACLE CORP-$498.1M -99.6%
  • MICROSOFT CORP-$353.8M -22.5%
  • ALPHABET INC-$289.5M -15.2%
  • HDFC BANK LTD-$239.4M -76.9%
  • MOODYS CORP-$183.7M -15.2%
Show all 192

New Positions

  • SUNBELT RENTALS HOLDINGS INC$81.3M
  • FERRARI N V$45.0M
  • CINTAS CORP$39.4M
  • TERNS PHARMACEUTICALS INC$37.5M
  • ANTERO MIDSTREAM CORP$35.9M
Show all 41

Exited Positions

  • VEEVA SYS INC$57.3M
  • WINGSTOP INC$54.4M
  • GALLAGHER ARTHUR J & CO$41.6M
  • MONDAY COM LTD$40.4M
  • BENTLEY SYS INC$37.0M
Show all 46
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 TAIWAN SEMICONDUCTOR MANUFAC TSM 874039100 $1.27B 4.35% 3,763,407 SH
2 ALPHABET INC GOOGL 02079K305 $1.20B 4.12% 4,190,355 SH
3 MICROSOFT CORP MSFT 594918104 $904.2M 3.09% 2,442,742 SH
4 MOODYS CORP MCO 615369105 $761.5M 2.61% 1,745,631 SH
5 MASTERCARD INCORPORATED MA 57636Q104 $693.6M 2.37% 1,388,082 SH
6 ROYAL BK CDA RY 780087102 $681.0M 2.33% 4,220,026 SH
7 AUTOZONE INC AZO 053332102 $646.3M 2.21% 191,329 SH
8 CME GROUP INC CME 12572Q105 $573.3M 1.96% 1,941,198 SH
9 TJX COS INC NEW TJX 872540109 $570.6M 1.95% 3,573,069 SH
10 CANADIAN NATL RY CO CNI 136375102 $558.4M 1.91% 5,434,339 SH
11 RESTAURANT BRANDS INTL INC QSR 76131D103 $494.4M 1.69% 6,692,221 SH
12 BANK MONTREAL MEDIUM BMO 063671101 $471.4M 1.61% 3,486,620 SH
13 CANADIAN PACIFIC KANSAS CITY CP 13646K108 $463.4M 1.59% 5,898,563 SH
14 SHERWIN WILLIAMS CO SHW 824348106 $426.1M 1.46% 1,329,259 SH
15 WASTE CONNECTIONS INC WCN 94106B101 $413.1M 1.41% 2,547,069 SH
16 INVESCO QQQ TR QQQ 46090E103 $398.1M 1.36% 689,701 SH
17 JOHNSON & JOHNSON JNJ 478160104 $397.1M 1.36% 1,624,714 SH
18 MSCI INC MSCI 55354G100 $389.3M 1.33% 722,220 SH
19 CGI INC GIB 12532H104 $366.3M 1.25% 5,019,479 SH
20 RB GLOBAL INC RBA 74935Q107 $353.5M 1.21% 3,692,061 SH
21 TAIWAN SEMICONDUCTOR MANUFAC TSM 874039100 $336.2M 1.15% 994,885 SH
22 PEPSICO INC PEP 713448108 $307.1M 1.05% 1,977,875 SH
23 METTLER TOLEDO INTERNATIONAL MTD 592688105 $289.3M 0.99% 229,372 SH
24 ROGERS COMMUNICATIONS INC RCI 775109200 $285.6M 0.98% 7,437,822 SH
25 OTIS WORLDWIDE CORP OTIS 68902V107 $282.8M 0.97% 3,668,917 SH
26 CARRIER GLOBAL CORPORATION CARR 14448C104 $273.6M 0.94% 4,859,356 SH
27 ALPHABET INC GOOGL 02079K305 $270.0M 0.92% 939,008 SH
28 LINDE PLC LIN G54950103 $265.2M 0.91% 534,841 SH
29 GRACO INC GGG 384109104 $242.9M 0.83% 2,869,955 SH
30 SUNCOR ENERGY INC NEW SU 867224107 $223.6M 0.76% 3,386,302 SH
31 VANGUARD INDEX FDS VOO 922908363 $219.7M 0.75% 367,738 SH
32 COPART INC CPRT 217204106 $217.9M 0.75% 6,562,990 SH
33 CANADIAN NAT RES LTD MED TER CNQ 136385101 $216.1M 0.74% 4,437,467 SH
34 TELUS CORPORATION TU 87971M103 $208.7M 0.71% 16,258,624 SH
35 MICROSOFT CORP MSFT 594918104 $195.2M 0.67% 527,336 SH
36 THOMSON REUTERS CORP TRI 884903808 $191.9M 0.66% 2,133,045 SH
37 UNITEDHEALTH GROUP INC UNH 91324P102 $176.1M 0.60% 650,861 SH
38 MOODYS CORP MCO 615369105 $174.6M 0.60% 400,159 SH
39 STANTEC INC STN 85472N109 $174.0M 0.60% 2,016,034 SH
40 AUTOZONE INC AZO 053332102 $156.2M 0.53% 46,251 SH
41 AMAZON COM INC AMZN 023135106 $155.5M 0.53% 746,508 SH
42 MASTERCARD INCORPORATED MA 57636Q104 $153.7M 0.53% 307,528 SH
43 TAIWAN SEMICONDUCTOR MANUFAC TSM 874039100 $152.7M 0.52% 451,742 SH
44 ALPHABET INC GOOGL 02079K305 $144.6M 0.49% 502,878 SH
45 SUN LIFE FINANCIAL INC. SLF 866796105 $144.0M 0.49% 2,301,995 SH
46 CME GROUP INC CME 12572Q105 $126.7M 0.43% 429,151 SH
47 APPLE INC AAPL 037833100 $123.8M 0.42% 487,987 SH
48 TJX COS INC NEW TJX 872540109 $122.1M 0.42% 764,334 SH
49 ANALOG DEVICES INC ADI 032654105 $118.8M 0.41% 373,540 SH
50 MICROSOFT CORP MSFT 594918104 $118.4M 0.41% 319,793 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-12 $29.23B 684 0001505817-26-000007
2025-12-31 2026-02-11 $31.53B 682 0001505817-26-000004
2025-09-30 2025-11-07 $30.94B 685 0001505817-25-000009