Fiera Capital Corp — 13F Holdings & Portfolio
CIK 1505817 · latest 13F-HR filed 2026-11-06
Fiera Capital Corp manages $25.30B in 13F-reported U.S. long-equity assets across 652 reported positions as of its 2026-09-30 13F-HR filing. Its largest disclosed positions are TSM (5.16%), GOOGL (5.00%), MSFT (4.05%). Quarter over quarter (versus its 2026-06-30 filing) the fund opened 40 new positions and exited 25; 99 existing positions rose in reported value and 206 fell.
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
$25.30B
Long-equity book
Holdings
652
Distinct positions
Period
2026-09-30
Filed 2026-11-06
Q/Q Activity
+40 / −25 / ↑99 / ↓206
vs 2026-06-30
Portfolio charts
Latest quarter's book, what changed, and how the portfolio has evolved across filings.
Portfolio map
Q3 26GOOGL5.9% · -2%TSM5.7% · -6%MSFT4.9% · -8%MA3.5% · -5%MCO3.5% · -7%CME2.5% · -7%AMZN2.4% · -5%RY2.4% · -21%AZO2.3% · -6%QQQ2.2% · -0%TJX2.0% · -6%CNI1.9% · -24%SHW1.9% · -6%JNJ1.8% · -9%MSCI1.7% · -9%CP1.6% · -17%MTD1.6% · -8%BMO1.6% · -27%QSR1.5% · -14%TD1.5% · +20%KLAC1.4% · +4%UNH1.3% · -4%WCN1.2% · -17%LIN1.2% · -8%CARR1.2% · -7%VOO1.0% · -0%RBA1.0% · -14%PEP1.0% · -12%OTIS1.0% · -8%GGG1.0% · -8%SU0.9% · -4%GIB0.9% · -30%CNQ0.9% · -9%SLF0.8% · -13%RCI0.8% · +5%AAPL0.8% · +8%ADI0.7% · -19%TRI0.7% · -14%CPRT0.6% · -25%STN0.6% · -14%V0.6% · +5%ANET0.5% · -28%AVGO0.5% · +117%DSGX0.5% · +26%HLT0.4% · -25%TU0.4% · -13%CAE0.4% · +39%INSM0.4% · +3%SHOP0.4% · -2%FROG0.4% · -27%SPY0.4% · 0%ARGX0.4% · +2%TXN0.4% · +6%SPGI0.3% · -33%MSI0.3% · -14%DDOG0.3% · -14%RBRK0.3% · +2%AON0.3% · -32%AMAT0.3% · +62%APH0.3% · +79%
Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.
Sector mix
% of 13F valueSectors from each company's SIC code; funds and ETFs grouped separately.
Biggest buys and sells
Q2 26 → Q3 26Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.
13F assets and positions
5 quartersTotal reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.
Top positions over time
reported valueThe eight largest current positions, valued at each quarter end.
Concentration
top 10 = 35.5%Cumulative share of the portfolio held in the largest N positions.
Firm Profile & Key People
As of the firm’s regulatory filing dated Apr 1, 2013.
Assets Under Management
$57.00B
Discretionary
$55.50B
Employees
231
Accounts
23,209
Address
1501 MCGILL COLLEGE AVE
SUITE 800
MONTREAL H3A 3M8
Canada
SUITE 800
MONTREAL H3A 3M8
Canada
Phone
(514) 954-3750
Website
| Name | Title / Status | Ownership | Type |
|---|---|---|---|
| BERGEVIN, CHRISTIANE Control | DIRECTOR since Jun 2010 | Less than 5% | Individual |
| BERTHIAUME, DENIS Control | DIRECTOR since Dec 2010 | Less than 5% | Individual |
| BLANCHETTE, PIERRE Control | SENIOR VP FINANCE since Sep 2010 | Less than 5% | Individual |
| BROSSEAU, SYLVAIN Control | COO, DIRECTOR since Jun 2003 | Less than 5% | Individual |
| DES ROCHES, VIOLAINE Control | SENIOR VP LEGAL AFFAIRS, CHIEF COMPLIANCE OFFICER since Sep 2010 | Less than 5% | Individual |
| DESJARDINS, JEAN-GUY Control | CEO, CIO, DIRECTOR since Sep 2003 | Less than 5% | Individual |
| FIERA CAPITAL LP Control | SHAREHOLDER since Sep 2010 | 25–50% | Foreign Entity |
| JONES, MERRI, LOUISE Control | EXECUTIVE VP, PRIVATE WEALTH since Jun 2010 | Less than 5% | Individual |
| MONTY, JEAN CLAUDE Control | DIRECTOR since Nov 2003 | Less than 5% | Individual |
| NISKER, NEIL Control | DIRECTOR since Jul 2010 | Less than 5% | Individual |
| PAIEMENT, LUC Control | DIRECTOR since Apr 2012 | Less than 5% | Individual |
| PENNYCOOK, DAVID, BRUCE Control | DIRECTOR, VICE CHAIRMAN AND EXECUTIVE VP, INSTITUTIONAL MANAGEMENT since Apr 2012 | Less than 5% | Individual |
| SCACE, ARTHUR, RICHARD Control | DIRECTOR since May 1989 | Less than 5% | Individual |
| SHAW, DAVID, ROBINSON Control | DIRECTOR since May 2006 | Less than 5% | Individual |
| ST-HILAIRE, ALAIN Control | SENIOR VP, HUMAN RESOURCES since Sep 2010 | Less than 5% | Individual |
| TR�PANIER, ROBERT Control | SENIOR VP, OPERATIONS AND INFORMATION TECHNOLOGY since Sep 2010 | Less than 5% | Individual |
| VACHON, LOUIS Control | DIRECTOR since Apr 2012 | Less than 5% | Individual |
| VIAU, ALEXANDRE Control | EXECUTIVE VICE PRESIDENT, STRATEGIC INVESTMENT PARTNERSHIPS since Mar 2012 | Less than 5% | Individual |
| WALKER, WILLIM, ROSS Control | DIRECTOR since May 1997 | Less than 5% | Individual |
| CAMBRIDGE ADVISORS | SHAREHOLDER since Apr 2012 | 5–10% | Foreign Entity |
| GOODMAN & COMPANY INVESTMENT COUNSEL LTD | SHAREHOLDER since Nov 2008 | 5–10% | Foreign Entity |
| NATCAN INVESTMENT MANAGEMENT INC. | SHAREHOLDER since Apr 2012 | 25–50% | Foreign Entity |
| ARVESTIA INC. Control Indirect owner via FIERA HOLDINGS INC. | SHAREHOLDER since Oct 2006 | 50–75% | Foreign Entity |
| DESJARDINS SOCIETE FINANCIERE INC. Control Indirect owner via FIERA HOLDINGS INC. | SHAREHOLDER since Jan 2011 | 25–50% | Foreign Entity |
| DESJARDINS, JEAN-GUY Control Indirect owner via FIERA CORPORATION | SHAREHOLDER since Dec 1988 | 75% or more | Individual |
| DJM CAPITAL INC. Control Indirect owner via ARVESTIA INC. | SHAREHOLDER since Oct 2006 | 50–75% | Foreign Entity |
| FIERA CORPORATION Control Indirect owner via FIERA INTERNATIONAL INC. | SHAREHOLDER since Oct 2006 | 75% or more | Foreign Entity |
| FIERA HOLDINGS INC. Control Indirect owner via FIERA CAPITAL LP | GENERAL PARTNER since Sep 2010 | General partner, trustee or manager | Foreign Entity |
| FIERA INTERNATIONAL INC. Control Indirect owner via DJM CAPITAL INC. | SHAREHOLDER since Oct 2006 | 75% or more | Foreign Entity |
| NATIONAL BANK OF CANADA Control Indirect owner via NATCAN INVESTMENT MANAGEMENT INC. | SHAREHOLDER since Apr 2012 | 75% or more | Foreign Entity |
Ownership & leadership changes · 2 filings with changes since Jan 4, 2012
From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.
Apr 1, 2013 filing
- No longer listed4307917 CANADA INC. · SHAREHOLDER · 25–50% · indirect via ARVESTIA INC. · control person · listed since Oct 2006
- No longer listedARVESTIA INC. · SHAREHOLDER · 50–75% · indirect via FIERA CAPITAL INC. · control person · listed since Oct 2006
- No longer listedCRAVEN, JAMES · EXECUTIVE VP, INVESTOR SOLUTIONS · Less than 5% · control person · listed since Sep 2010
- No longer listedDESJARDINS SOCIETE FINANCIERE INC. · SHAREHOLDER · 25–50% · indirect via FIERA CAPITAL INC. · control person · listed since Jan 2011
- No longer listedDESJARDINS, JEAN-GUY · SHAREHOLDER · 75% or more · indirect via DJM CAPITAL INC. · control person · listed since Dec 2001
- No longer listedFIERA CAPITAL INC. · GENERAL PARTNER · General partner, trustee or manager · indirect via FIERA LP · control person · listed since Sep 2010
- No longer listedFIERA LP · SHAREHOLDER · 50–75% · control person · listed since Sep 2010
- No longer listedNATCAN INVESTMENT MANAGEMENT INC. · SHAREHOLDER · 25–50% · indirect via FIERA CAPITAL CORPORATION · control person · listed since Apr 2012
- AddedARVESTIA INC. · SHAREHOLDER · 50–75% · indirect via FIERA HOLDINGS INC. · control person
- AddedCAMBRIDGE ADVISORS · SHAREHOLDER · 5–10%
- AddedDESJARDINS SOCIETE FINANCIERE INC. · SHAREHOLDER · 25–50% · indirect via FIERA HOLDINGS INC. · control person
- AddedDESJARDINS, JEAN-GUY · SHAREHOLDER · 75% or more · indirect via FIERA CORPORATION · control person
- AddedFIERA CAPITAL LP · SHAREHOLDER · 25–50% · control person
- AddedFIERA HOLDINGS INC. · GENERAL PARTNER · General partner, trustee or manager · indirect via FIERA CAPITAL LP · control person
- AddedNATCAN INVESTMENT MANAGEMENT INC. · SHAREHOLDER · 25–50%
- AddedNATIONAL BANK OF CANADA · SHAREHOLDER · 75% or more · indirect via NATCAN INVESTMENT MANAGEMENT INC. · control person
- AddedVIAU, ALEXANDRE · EXECUTIVE VICE PRESIDENT, STRATEGIC INVESTMENT PARTNERSHIPS · Less than 5% · control person
Apr 10, 2012 filing
- AddedNATCAN INVESTMENT MANAGEMENT INC. · SHAREHOLDER · 25–50% · indirect via FIERA CAPITAL CORPORATION · control person
- AddedPAIEMENT, LUC · DIRECTOR · Less than 5% · control person
- AddedVACHON, LOUIS · DIRECTOR · Less than 5% · control person
- ChangedPENNYCOOK, DAVID, BRUCE · title VICE CHAIRMAN AND EXECUTIVE VP, INSTITUTIONAL MANAGEMENT → DIRECTOR, VICE CHAIRMAN AND EXECUTIVE VP, INSTITUTIONAL MANAGEMENT
Jan 4, 2012 filing (earliest on record)
- Listed4307917 CANADA INC. · SHAREHOLDER · 25–50% · indirect via ARVESTIA INC. · control person
- ListedARVESTIA INC. · SHAREHOLDER · 50–75% · indirect via FIERA CAPITAL INC. · control person
- ListedBERGEVIN, CHRISTIANE · DIRECTOR · Less than 5% · control person
- ListedBERTHIAUME, DENIS · DIRECTOR · Less than 5% · control person
- ListedBLANCHETTE, PIERRE · SENIOR VP FINANCE · Less than 5% · control person
- ListedBROSSEAU, SYLVAIN · COO, DIRECTOR · Less than 5% · control person
- ListedCRAVEN, JAMES · EXECUTIVE VP, INVESTOR SOLUTIONS · Less than 5% · control person
- ListedDES ROCHES, VIOLAINE · SENIOR VP LEGAL AFFAIRS, CHIEF COMPLIANCE OFFICER · Less than 5% · control person
- ListedDESJARDINS SOCIETE FINANCIERE INC. · SHAREHOLDER · 25–50% · indirect via FIERA CAPITAL INC. · control person
- ListedDESJARDINS, JEAN-GUY · CEO, CIO, DIRECTOR · Less than 5% · control person
- ListedDESJARDINS, JEAN-GUY · SHAREHOLDER · 75% or more · indirect via DJM CAPITAL INC. · control person
- ListedDJM CAPITAL INC. · SHAREHOLDER · 50–75% · indirect via ARVESTIA INC. · control person
- ListedFIERA CAPITAL INC. · GENERAL PARTNER · General partner, trustee or manager · indirect via FIERA LP · control person
- ListedFIERA CORPORATION · SHAREHOLDER · 75% or more · indirect via FIERA INTERNATIONAL INC. · control person
- ListedFIERA INTERNATIONAL INC. · SHAREHOLDER · 75% or more · indirect via DJM CAPITAL INC. · control person
- ListedFIERA LP · SHAREHOLDER · 50–75% · control person
- ListedGOODMAN & COMPANY INVESTMENT COUNSEL LTD · SHAREHOLDER · 5–10%
- ListedJONES, MERRI, LOUISE · EXECUTIVE VP, PRIVATE WEALTH · Less than 5% · control person
- ListedMONTY, JEAN CLAUDE · DIRECTOR · Less than 5% · control person
- ListedNISKER, NEIL · DIRECTOR · Less than 5% · control person
- ListedPENNYCOOK, DAVID, BRUCE · VICE CHAIRMAN AND EXECUTIVE VP, INSTITUTIONAL MANAGEMENT · Less than 5% · control person
- ListedSCACE, ARTHUR, RICHARD · DIRECTOR · Less than 5% · control person
- ListedSHAW, DAVID, ROBINSON · DIRECTOR · Less than 5% · control person
- ListedST-HILAIRE, ALAIN · SENIOR VP, HUMAN RESOURCES · Less than 5% · control person
- ListedTR�PANIER, ROBERT · SENIOR VP, OPERATIONS AND INFORMATION TECHNOLOGY · Less than 5% · control person
- and 1 more
Quarter-over-quarter changes
Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.
Top Adds (vs prior quarter)
- MICROSOFT CORP$259.3M +26.6%
- BROADCOM INC$57.7M +102.0%
- CME GROUP INC$57.5M +9.9%
- TORONTO DOMINION BK ONT$52.2M +16.3%
- SUNCOR ENERGY INC NEW$40.7M +21.7%
Top Trims
- ROYAL BK CDA-$195.8M -24.5%
- KLA CORP-$179.3M -33.1%
- BANK OF MONTREAL-$173.5M -30.6%
- RB GLOBAL INC-$167.0M -39.6%
- TAIWAN SEMICONDUCTOR MANUFAC-$163.1M -10.1%
New Positions
- TWILIO INC$54.9M
- SALESFORCE INC$48.3M
- DOLLAR TREE INC$44.2M
- SAMSARA INC$35.4M
- WOODWARD INC$32.2M
Exited Positions
- COMFORT SYS USA INC$87.0M
- MODINE MFG CO$49.8M
- DOLLAR GEN CORP$38.7M
- TOPBUILD COR$29.9M
- DOLBY LABORATORIES INC$25.1M
Fiera Capital Corp Holdings (2026-09-30)
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 | $1.31B | 5.16% | 2,860,984 | SH |
| 2 | ALPHABET INC | GOOGL | 02079K305 | $1.26B | 5.00% | 3,674,709 | SH |
| 3 | MICROSOFT CORP | MSFT | 594918104 | $1.02B | 4.05% | 1,996,733 | SH |
| 4 | MASTERCARD INCORPORATED | MA | 57636Q104 | $765.7M | 3.03% | 1,388,386 | SH |
| 5 | MOODYS CORP | MCO | 615369105 | $756.6M | 2.99% | 1,665,997 | SH |
| 6 | ROYAL BK CDA | RY | 780087102 | $604.7M | 2.39% | 3,075,931 | SH |
| 7 | CME GROUP INC | CME | 12572Q105 | $529.0M | 2.09% | 2,019,231 | SH |
| 8 | INVESCO QQQ TR | QQQ | 46090E103 | $515.7M | 2.04% | 697,101 | SH |
| 9 | AUTOZONE INC | AZO | 053332102 | $501.2M | 1.98% | 177,084 | SH |
| 10 | CANADIAN NATL RY CO | CNI | 136375102 | $480.7M | 1.90% | 4,034,175 | SH |
| 11 | AMAZON COM INC | AMZN | 023135106 | $475.7M | 1.88% | 1,909,440 | SH |
| 12 | TJX COS INC NEW | TJX | 872540109 | $434.8M | 1.72% | 3,285,968 | SH |
| 13 | CANADIAN PACIFIC KANSAS CITY | CP | 13646K108 | $407.5M | 1.61% | 4,779,543 | SH |
| 14 | SHERWIN WILLIAMS CO | SHW | 824348106 | $404.8M | 1.60% | 1,252,055 | SH |
| 15 | BANK OF MONTREAL | BMO | 063671101 | $393.6M | 1.56% | 2,351,538 | SH |
| 16 | JOHNSON & JOHNSON | JNJ | 478160104 | $389.5M | 1.54% | 1,471,348 | SH |
| 17 | RESTAURANT BRANDS INTL INC | QSR | 76131D103 | $376.2M | 1.49% | 5,280,704 | SH |
| 18 | TORONTO DOMINION BK ONT | TD | 891160509 | $372.9M | 1.47% | 3,168,434 | SH |
| 19 | MSCI INC | MSCI | 55354G100 | $361.9M | 1.43% | 671,827 | SH |
| 20 | METTLER TOLEDO INTERNATIONAL | MTD | 592688105 | $346.1M | 1.37% | 229,033 | SH |
| 21 | WASTE CONNECTIONS INC | WCN | 94106B101 | $316.4M | 1.25% | 2,052,910 | SH |
| 22 | KLA CORP | KLAC | 482480100 | $293.3M | 1.16% | 1,504,848 | SH |
| 23 | UNITEDHEALTH GROUP INC | UNH | 91324P102 | $280.0M | 1.11% | 762,802 | SH |
| 24 | VANGUARD INDEX FDS | VOO | 922908363 | $258.8M | 1.02% | 369,192 | SH |
| 25 | RB GLOBAL INC | RBA | 74935Q107 | $254.8M | 1.01% | 3,119,111 | SH |
| 26 | CARRIER GLOBAL CORPORATION | CARR | 14448C104 | $253.0M | 1.00% | 4,610,958 | SH |
| 27 | LINDE PLC | LIN | G54950103 | $242.8M | 0.96% | 511,465 | SH |
| 28 | SUNCOR ENERGY INC NEW | SU | 867224107 | $228.2M | 0.90% | 3,361,766 | SH |
| 29 | CGI INC | GIB | 12532H104 | $217.2M | 0.86% | 3,191,430 | SH |
| 30 | CANADIAN NAT RES LTD MED TER | CNQ | 136385101 | $216.6M | 0.86% | 4,600,571 | SH |
| 31 | PEPSICO INC | PEP | 713448108 | $215.4M | 0.85% | 1,699,846 | SH |
| 32 | OTIS WORLDWIDE CORP | OTIS | 68902V107 | $212.8M | 0.84% | 3,307,729 | SH |
| 33 | SUN LIFE FINANCIAL INC. | SLF | 866796105 | $212.5M | 0.84% | 2,723,188 | SH |
| 34 | ROGERS COMMUNICATIONS INC | RCI | 775109200 | $206.0M | 0.81% | 6,683,827 | SH |
| 35 | GRACO INC | GGG | 384109104 | $204.5M | 0.81% | 2,661,803 | SH |
| 36 | ALPHABET INC | GOOGL | 02079K305 | $200.8M | 0.79% | 583,551 | SH |
| 37 | THOMSON REUTERS CORP | TRI | 884903881 | $183.0M | 0.72% | 1,880,292 | SH |
| 38 | MICROSOFT CORP | MSFT | 594918104 | $180.4M | 0.71% | 351,788 | SH |
| 39 | APPLE INC | AAPL | 037833100 | $174.3M | 0.69% | 523,328 | SH |
| 40 | STANTEC INC | STN | 85472N109 | $151.4M | 0.60% | 2,243,032 | SH |
| 41 | TAIWAN SEMICONDUCTOR MANUFAC | TSM | 874039100 | $143.7M | 0.57% | 314,931 | SH |
| 42 | COPART INC | CPRT | 217204106 | $138.6M | 0.55% | 5,081,700 | SH |
| 43 | MOODYS CORP | MCO | 615369105 | $128.3M | 0.51% | 282,466 | SH |
| 44 | MASTERCARD INCORPORATED | MA | 57636Q104 | $128.3M | 0.51% | 232,601 | SH |
| 45 | ANALOG DEVICES INC | ADI | 032654105 | $125.2M | 0.49% | 315,657 | SH |
| 46 | DESCARTES SYS GROUP INC | DSGX | 249906108 | $114.2M | 0.45% | 1,409,911 | SH |
| 47 | AMAZON COM INC | AMZN | 023135106 | $105.7M | 0.42% | 424,181 | SH |
| 48 | TELUS CORPORATION | TU | 87971M103 | $104.2M | 0.41% | 12,376,009 | SH |
| 49 | VISA INC | V | 92826C839 | $99.2M | 0.39% | 276,170 | SH |
| 50 | CAE INC | CAE | 124765108 | $99.1M | 0.39% | 4,115,726 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-09-30 | 2026-11-06 | $25.30B | 652 | 0001505817-26-000019 |
| 2026-06-30 | 2026-08-07 | $27.56B | 632 | 0001505817-26-000010 |
| 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 |
Filer Information
Address
1981 MCGILL COLLEGE AVENUESUITE 1500
MONTREAL, A8 H3A 0H5
Phone
(514) 954-3300
Filing Manager
Fiera Capital Corp
MONTREAL, A8
Signatory
Thomas Di Stefano
Head of Compliance - Canada